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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 361 | −20,07 | 390 | −9,30 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3 892 | −4,68 | 466 | 11,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 986 | −3,85 | 695 | 9,11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2 029 | −28,51 | 236 | −18,97 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 731 | −0,19 | 2 873 | 15,76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19 998 | −0,34 | 2 323 | 13,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 393 667 | −11,66 | 45 728 | 0,21 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 633 | −1,52 | 422 | 11,67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 19 967 | −0,14 | 2 310 | 13,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 87 900 | −16,38 | 10 532 | −2,16 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 224 | −0,06 | 607 | 13,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 228 571 | −15,32 | 26 551 | −3,95 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 297 | −9,96 | 1 951 | 5,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 298 | −3,60 | 383 | 9,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 577 | −14,98 | 416 | −3,49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3 125 | −17,37 | 363 | −6,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 279 | −10,01 | 2 123 | 2,07 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13 051 | −64,07 | 1 516 | −59,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 433 | −2,05 | 283 | 11,02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 274 566 | −6,14 | 31 894 | 6,47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 224 259 | −17,98 | 31 696 | 13,20 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 98 133 | −4,33 | 11 399 | 8,52 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 42 976 | −1,71 | 4 992 | 11,50 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12 789 | −15,94 | 1 486 | −4,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 002 | −2,34 | 116 | 10,48 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 424 | −2,60 | 630 | 10,53 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 402 011 | −3,55 | 46 468 | 9,31 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 10 150 | −5,56 | 1 179 | 7,18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 081 | −37,34 | 242 | −34,15 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 830 | −10,82 | 213 | 2,42 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 2 003 | −14,66 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 018 | −1,41 | 931 | 11,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | −67,35 | 2 | −80,00 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 6 174 | −3,05 | 717 | 9,97 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 462 | −0,22 | 54 | 12,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20 236 | −2,14 | 2 381 | 12,47 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 731 | −6,43 | 201 | 6,35 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 447 | −35,17 | 168 | −31,71 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 36 411 | −2,09 | 4 230 | 11,06 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 7 723 | −8,74 | 897 | 3,58 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6 260 | −2,48 | 727 | 10,65 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 140 983 | −1,73 | 16 377 | 11,46 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4 524 | −12,88 | 546 | 3,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 304 | −24,57 | 35 | −14,63 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 75 821 | −0,34 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12 731 | −2,49 | 1 479 | 10,55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 342 968 | −0,13 | 39 839 | 13,28 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 296 | −40,39 | 643 | −28,90 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 324 | −0,66 | 386 | 12,87 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 4 747 | −14,02 | 486 | −20,07 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 40 502 | −35,78 | 4 148 | −40,35 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72 323 | −1,41 | 8 401 | 11,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59 745 | −0,36 | 6 973 | 13,55 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2 336 | −2,42 | 271 | 10,61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 26 580 | −1,90 | 3 088 | 11,28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 67 036 | −0,07 | 7 787 | 13,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 417 | −61,57 | 48 | −56,76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3 973 | −13,31 | 462 | −1,71 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 2 519 | −2,21 | 293 | 11,03 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 112 | −4,72 | 594 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113 492 | −2,72 | 13 | 18,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13 676 | −15,74 | 1 589 | −4,45 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 171 561 | −0,41 | 20 | 11,76 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8 801 | −6,90 | 1 022 | 5,58 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 989 | −17,45 | 115 | −6,56 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20 437 | −13,26 | 2 374 | −1,62 | ||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 863 | −11,58 | 90 | −9,18 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 29 797 | −4,78 | 3 461 | 8,02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 396 933 | −3,17 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64 757 | −4,38 | 7 522 | 8,46 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12 643 | −0,28 | 1 469 | 13,10 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12 068 | −1,04 | 1 402 | 12,26 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 80 032 | −3,23 | 9 296 | 9,77 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 89 751 | −11,93 | 10 425 | −0,11 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6 887 | −2,27 | 800 | 10,82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 467 | −10,36 | 54 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 637 | −31,32 | 771 | −22,14 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 698 | −18,56 | 318 | −6,19 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 13 658 | −54,83 | 1 587 | −48,77 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 390 | −0,99 | 626 | 12,39 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 025 | −0,74 | 235 | 12,98 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 14 443 | −5,99 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 41 072 | −1,93 | 4 955 | 15,53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 98 854 | −15,74 | 11 483 | −4,43 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7 178 | −1,37 | 834 | 11,81 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 19 003 | −0,34 | 2 207 | 13,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 547 | −79,07 | 1 936 | −76,08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 086 | −0,74 | 939 | 12,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 307 | −11,98 | 268 | −0,37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 757 | −0,37 | 1 830 | 13,03 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20 423 | −0,43 | 2 372 | 12,95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25 814 | −19,06 | 2 999 | −8,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 44 190 | −57,70 | 5 | −54,55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 874 | −1,42 | 218 | 11,86 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7 779 | −2,71 | 904 | 10,39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 4 395 | −4,50 | 513 | 14,80 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 804 | −69,28 | 210 | −65,22 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 392 | −23,71 | 510 | −13,41 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 820 | −6,29 | 1 257 | 6,26 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11 582 | −46,42 | 1 168 | −40,70 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16 460 | −0,59 | 1 912 | 12,74 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1 812 | −55,65 | 210 | −49,76 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 25 694 | −1,50 | 2 985 | 11,72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 171 839 | −12,93 | 19 961 | −1,24 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 956 | −3,37 | 343 | 9,58 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 38 261 | −10,06 | 4 464 | 2,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 931 931 | −5,78 | 108 329 | 6,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22 689 | −1,31 | 2 636 | 11,94 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 191 | −2,86 | 1 300 | 10,18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48 115 | −19,63 | 5 589 | −8,84 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22 062 | −2,13 | 2 563 | 11,01 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 11 204 | −24,56 | 1 302 | −15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 200 | −50,00 | 372 | −43,36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71 182 | −2,47 | 8 268 | 10,62 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6 310 | −30,74 | 733 | −21,54 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 3 473 | −5,73 | 403 | 6,90 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2 486 | −0,08 | 289 | 13,39 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 7 395 | −1,32 | 859 | 11,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 010 | −0,54 | 233 | 13,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 85 162 | −32,84 | 9 892 | −23,84 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 6 010 | −3,99 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 420 | −85,56 | 281 | −83,62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 291 | −12,07 | 2 938 | −0,27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 166 | −39,42 | 19 | −32,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 342 | −31,39 | 156 | −27,91 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 440 776 | −0,25 | 167 361 | 13,15 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 500 | −28,57 | 290 | −18,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 376 | −9,72 | 1 670 | 2,39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44 763 | −3,75 | 5 200 | 9,18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 131 | −51,12 | 16 | −42,31 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 24 555 | −1,79 | 2 852 | 11,41 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12 048 | −0,07 | 1 399 | 13,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 510 | −59,72 | 59 | −54,26 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 17 442 | −18,41 | 2 026 | −7,45 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2 735 | −3,29 | 318 | 1,93 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 640 | −2,96 | 191 | 9,83 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 2 038 | −1,92 | 237 | 11,32 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 830 802 | −1,87 | 444 986 | 11,31 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 41 951 | −15,45 | 4 873 | −4,09 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 666 | −0,26 | 310 | 13,19 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3 629 | −8,66 | 422 | 3,69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 758 | −19,85 | 320 | −9,09 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 813 | −4,29 | 443 | 8,33 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 660 | −5,27 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 887 | −6,94 | 452 | 5,62 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 4 274 | −20,51 | 496 | −9,82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8 580 | −1,17 | 997 | 12,04 | ||||
| 2025-07-07 | 13F | Zevenbergen Capital Investments Llc | 6 075 | −10,00 | 706 | 2,03 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3 051 | −0,13 | 354 | 13,46 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 551 | −13,33 | 529 | −1,68 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 549 | −12,09 | 412 | −0,24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 052 | −0,10 | 355 | 13,46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 12 451 | −57,04 | 1 446 | −51,28 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 13 703 | −8,01 | 1 592 | 4,33 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6 130 | −0,49 | 712 | 13,02 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 403 | −3,57 | 511 | 9,42 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 6 954 | −10,69 | 808 | 1,25 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 59 451 | −6,63 | 6 906 | 5,90 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 196 215 | −3,59 | 138 952 | 9,35 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 029 | −4,15 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 125 | −16,57 | 1 176 | −5,31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 843 | −3,57 | 1 027 | 9,37 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 811 | −2,93 | 559 | 10,06 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 144 040 | −13,80 | 16 732 | −2,22 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 411 | −4,74 | 279 | 7,75 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7 819 | −3,92 | 908 | 9,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 826 | −2,03 | 561 | 11,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8 046 | −8,59 | 935 | 3,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28 778 | −7,40 | 3 343 | 5,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 606 | −15,24 | 70 | −4,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25 459 | −32,67 | 2 957 | −23,63 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 30 685 | −10,49 | 3 564 | 1,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 115 | −6,85 | 2 801 | 5,66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 014 | −1,22 | 699 | 12,04 | ||||
| 2025-05-14 | 13F | Patten Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 129 | −20,41 | 480 | −9,79 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20 010 | −26,68 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4 353 | −9,56 | 506 | 2,64 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 30 860 | −38,28 | 3 027 | −40,88 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4 457 | −4,40 | 518 | 8,39 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2 560 | −34,36 | 297 | −25,56 | ||||
| 2025-05-13 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3 365 | −32,24 | 391 | −23,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16 654 | −0,52 | 1 935 | 12,84 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 785 | −16,39 | 207 | −5,05 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186 536 | −1,22 | 21 668 | 12,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3 293 | −12,02 | 337 | −18,20 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3 756 | −0,66 | 450 | 15,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 182 760 | −0,18 | 21 229 | 13,23 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 10 216 | −3,83 | 1 187 | 9,11 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6 523 | −8,32 | 758 | 3,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 17 217 | −11,28 | 2 000 | 0,60 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2 771 | −15,18 | 322 | −3,89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28 636 | −2,02 | 3 326 | 11,13 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 500 | −16,67 | 290 | −5,54 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 72 647 | −31,19 | 8 439 | −21,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31 | −92,49 | 4 | −92,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 449 836 | −3,11 | 52 253 | 9,90 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 20 875 | −6,32 | 2 425 | 6,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21 909 | −1,17 | 2 545 | 12,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 984 501 | −2,39 | 230 520 | 10,72 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23 341 | −0,24 | 2 745 | 14,52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 599 | −2,04 | 418 | 11,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 119 623 | −3,93 | 13 895 | 8,97 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 530 | −8,11 | 526 | 4,37 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A | 34 651 | −17,36 | 4 025 | −6,24 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4 876 | −12,03 | 566 | −0,18 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 15 037 | −7,46 | 1 747 | 4,93 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 3 188 | −0,72 | 370 | 12,80 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12 208 | −12,96 | 1 418 | −1,25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 22 582 | −4,40 | 2 623 | 7,94 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Wealthspan Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 642 | −4,26 | 1 004 | 8,55 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 5 717 | −0,56 | 664 | 12,93 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 58 652 | −10,29 | 6 813 | 1,76 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7 735 | −12,95 | 898 | −1,32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14 038 | −3,57 | 1 631 | 9,40 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35 295 | −5,19 | 4 100 | 7,53 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 6 969 | −93,08 | 810 | −92,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8 598 | −0,03 | 999 | 13,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 154 | −18,71 | 366 | −7,81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27 872 | −2,16 | 3 238 | 10,97 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11 237 | −1,31 | 1 305 | 11,92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 657 | −11,11 | 657 | 0,92 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 311 | −7,21 | 501 | 5,26 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 181 | −0,55 | 21 | 16,67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22 287 | −8,15 | 2 589 | 4,19 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 585 | −4,58 | 533 | 8,13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 27 849 | −18,60 | 3 235 | −7,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 176 | −61,65 | 2 227 | −56,50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 9 276 | −1,80 | 1 078 | 11,38 | ||||
| 2025-05-13 | 13F | DDFG, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23 817 | −5,05 | 2 767 | 7,71 | ||||
| 2025-07-29 | 13F | Creekside Partners | 24 708 | −3,57 | 2 870 | 9,42 |
