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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | PMG Wealth Management, Inc. | 2 708 | −3,35 | 360 | −4,52 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 16 207 | −4,01 | 2 153 | −5,07 | ||||
2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 856 | −5,83 | 246 | −6,82 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 10 921 | −0,86 | 1 450 | −1,96 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 455 | −1,25 | 326 | −2,10 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 290 | −7,44 | 968 | −8,42 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1 594 | −18,05 | 212 | −19,16 | ||||
2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 27 374 | −0,57 | 4 | 0,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Money Concepts Capital Corp | 2 137 | −5,02 | 284 | −6,29 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 204 | −49,88 | 27 | −50,00 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 152 | −16,48 | 20 | −16,67 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 051 | −0,47 | 936 | −1,58 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 14 799 | −13,71 | 1 965 | −14,68 | ||||
2025-08-01 | 13F | First National Trust Co | 8 211 | −3,98 | 1 091 | −5,05 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 17 701 | −17,58 | 2 351 | −18,52 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 118 558 | −41,58 | 15 746 | −42,23 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 827 204 | −0,58 | 242 671 | −1,68 | ||||
2025-08-14 | 13F | Headinvest, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 36 895 | −3,05 | 4 900 | −4,11 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 432 | −10,37 | 57 | −10,94 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 51 199 | −17,28 | 6 800 | −18,19 | ||||
2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2 165 | −15,26 | 288 | −16,33 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 59 519 | −2,55 | 7 905 | −3,62 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 94 912 | −0,83 | 12 605 | −1,92 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2 488 | −1,35 | 330 | −2,37 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 14 047 | −11,32 | 1 866 | −12,32 | ||||
2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Santori & Peters, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Greenfield Savings Bank | 4 948 | −0,90 | 657 | −1,94 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 2 335 | −87,97 | 310 | −88,17 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 849 | −1,58 | 1 839 | −2,65 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 1 739 | −7,01 | 231 | −8,37 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 318 | −35,50 | 42 | −36,36 | ||||
2025-07-24 | 13F | Eastern Bank | 6 521 | −10,19 | 866 | −11,18 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 087 | −43,74 | 144 | −44,40 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Resolute Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 61 821 | −1,52 | 8 211 | −2,60 | ||||
2025-08-12 | 13F | Camden National Bank | 3 702 | −3,14 | 492 | −4,29 | ||||
2025-08-12 | 13F | Farmers National Bank | 9 872 | −4,79 | 1 311 | −5,82 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 2 894 | −5,52 | 384 | −6,57 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 540 | −8,88 | 205 | −9,73 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 211 111 | −1,56 | 28 | 0,00 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 5 490 | −5,75 | 729 | −6,78 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 3 708 | −2,63 | 492 | −3,72 | ||||
2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 7 101 | −2,49 | 943 | −3,48 | ||||
2025-08-11 | 13F | Anb Bank | 4 174 | −1,46 | 554 | −2,46 | ||||
2025-07-24 | 13F | Blair William & Co/il | 138 387 | −11,91 | 18 379 | −12,88 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5 337 | −3,51 | 709 | −4,58 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 2 453 | −0,89 | 326 | −2,11 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 23 476 | −0,36 | 3 118 | −1,49 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 67 798 | −9,74 | 9 004 | −10,74 | ||||
2025-07-21 | 13F | Flagship Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 3 086 874 | −0,22 | 409 968 | −1,32 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 1 692 | −2,03 | 225 | −3,03 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 10 119 | −0,65 | 1 344 | −1,76 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 18 955 | −1,17 | 2 517 | −2,25 | ||||
2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 543 | −0,14 | 471 | −1,26 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 7 840 459 | −4,54 | 1 041 291 | −5,59 | ||||
2025-04-15 | 13F | Ibex Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 420 | −3,85 | 3 509 | −4,93 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7 258 | −4,01 | 964 | −5,12 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 1 870 | −41,91 | 248 | −38,92 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 3 275 | −4,18 | 435 | −5,45 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 805 | −0,86 | 1 169 | −1,93 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | IFC Advisors LLC | 19 151 | −0,09 | 2 543 | −1,20 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2 701 | −28,94 | 0 | |||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 12 843 | −3,54 | 1 706 | −4,59 | ||||
2025-08-04 | 13F | Spire Wealth Management | 4 466 | −2,83 | 593 | −3,89 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 260 | −69,48 | 1 642 | −69,56 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 20 394 | −66,26 | 2 709 | −66,64 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4 016 | −5,53 | 533 | −6,49 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 1 708 | −0,12 | 232 | 0,87 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 21 188 | −1,78 | 2 814 | −2,87 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 172 093 | −0,08 | 22 855 | −1,18 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 249 | −7,10 | 299 | −8,31 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 113 159 | −0,88 | 15 029 | −1,98 | ||||
2025-08-12 | 13F | Change Path, LLC | 11 396 | −6,14 | 1 514 | −7,18 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 6 998 | −19,73 | 929 | −20,60 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 97 783 | −50,24 | 12 987 | −50,79 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 13 600 | −1,33 | 2 | 0,00 | ||||
2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 645 214 | −2,86 | 86 | −4,49 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | OMERS ADMINISTRATION Corp | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 4 482 | −0,73 | 607 | 0,17 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 386 | −9,35 | 317 | −10,48 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | 41 063 | −8,37 | 5 454 | −9,37 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 399 | −3,03 | 2 178 | −2,99 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11 403 | −9,63 | 1 514 | −10,63 | ||||
2025-08-06 | 13F | Bensler, LLC | 15 757 | −1,27 | 2 093 | −2,38 | ||||
2025-07-11 | 13F | Essex Savings Bank | 2 947 | −0,51 | 391 | −1,51 | ||||
2025-05-07 | 13F | Private Management Group Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 370 | −0,28 | 713 | −1,38 | ||||
2025-07-25 | 13F | Cypress Capital Group | 12 702 | −2,31 | 1 687 | −3,44 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 203 | −7,69 | 564 | −5,53 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 10 165 | −3,79 | 1 350 | −4,87 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 50 874 | −1,66 | 7 | 0,00 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 482 | −30,56 | 736 | −28,96 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 5 955 | −19,71 | 791 | −20,68 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-04-28 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 14 355 | −3,61 | 1 906 | −4,65 | ||||
2025-07-17 | 13F | City Holding Co | 21 088 | −1,33 | 2 801 | −2,44 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 18 095 | −28,95 | 2 | −33,33 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 750 902 | −1,26 | 498 157 | −2,34 | ||||
2025-07-23 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Grassi Investment Management | 3 167 | −4,84 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 320 | −1,07 | 2 566 | −2,17 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 12 882 | −19,21 | 1 711 | −20,13 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 11 443 | −0,38 | 1 520 | −1,49 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 35 371 | −1,07 | 4 698 | −2,17 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 5 672 | −1,08 | 753 | −2,21 | ||||
2025-07-23 | 13F | Gainplan LLC | 2 593 | −2,77 | 344 | −3,91 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3 369 | −29,31 | 447 | −30,16 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 27 095 | −0,74 | 3 598 | −1,83 | ||||
2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 15 392 | −3,19 | 2 044 | −4,26 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 1 575 | −17,11 | 209 | −18,04 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 848 | −10,64 | 1 175 | −11,59 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6 959 | −4,20 | 924 | −5,23 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 369 | −9,93 | 979 | −10,93 | ||||
2025-08-07 | 13F | Nwam Llc | 9 869 | −6,61 | 1 339 | −5,71 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3 579 | −91,07 | 475 | −91,17 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14 494 | −9,09 | 1 961 | −3,69 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 394 | −4,36 | 1 380 | −5,41 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 110 | −11,20 | 147 | −11,98 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 4 851 | −0,90 | 644 | −1,98 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 2 064 | −1,20 | 274 | −2,14 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 195 756 | −4,11 | 25 998 | −5,17 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 4 572 | −19,46 | 607 | −20,34 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 069 697 | −11,98 | 142 066 | −12,95 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 2 298 | −2,63 | 305 | −3,48 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 306 | −10,53 | 41 | −11,11 | ||||
2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Summit Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 5 936 | −25,88 | 797 | −24,17 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 10 956 | −0,16 | 1 455 | −1,22 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 1 637 | −9,76 | 217 | −10,70 | ||||
2025-07-23 | 13F | Richwood Investment Advisors, LLC | 11 503 | −2,94 | 1 528 | −4,02 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 7 231 | −1,61 | 960 | −2,64 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 137 | −8,24 | 1 213 | −9,27 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12 768 | −0,55 | 1 696 | −1,68 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 7 532 | −0,82 | 1 000 | −1,86 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 4 670 | −0,87 | 620 | −1,90 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 703 | −1,84 | 1 599 | −0,12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8 369 | −1,76 | 1 111 | −2,88 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-04-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 15 485 | −2,52 | 2 057 | −3,61 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22 031 | −0,51 | 2 926 | −1,61 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1 270 | −0,78 | 169 | −1,75 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 2 585 | −2,38 | 343 | −3,38 | ||||
2025-08-14 | 13F | Comerica Bank | 440 550 | −2,13 | 58 509 | −3,21 | ||||
2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 5 069 | −20,70 | 673 | −21,56 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 974 | −44,86 | 3 891 | −43,61 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 17 265 | −8,23 | 2 293 | −9,26 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 6 435 | −0,37 | 855 | −1,50 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 19 835 | −0,66 | 3 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 72 900 | −14,13 | 9 682 | −15,09 | |||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 15 665 | −7,68 | 2 120 | −6,94 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 388 | −25,96 | 450 | −26,71 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 1 632 | −0,06 | 217 | −1,37 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 7 844 | −0,70 | 1 042 | −1,79 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 26 735 | −1,88 | 3 870 | 5,74 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 688 | −6,25 | 1 818 | −7,30 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 41 939 | −2,04 | 5 570 | −3,13 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 9 386 | −28,07 | 1 246 | −26,05 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 2 945 | −11,96 | 391 | −12,92 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 217 | −1,07 | 294 | −2,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 216 820 | −1,57 | 28 796 | −2,66 | ||||
2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 344 919 | −2,54 | 45 809 | −3,61 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 6 077 | −7,73 | 807 | −8,71 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 2 041 | −37,70 | 271 | −38,27 | ||||
2025-03-20 | NP | TDSC - Cabana Target Drawdown 10 ETF | 215 654 | −8,08 | 29 059 | −8,08 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28 740 | −5,42 | 3 817 | −6,47 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 4 446 | −7,08 | 590 | −8,10 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 2 867 | −1,31 | 385 | 1,05 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1 123 | −26,74 | 149 | −27,32 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 937 | −13,17 | 523 | −14,14 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 122 113 | −1,70 | 16 218 | −2,79 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 793 | −27,45 | 105 | −28,08 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 4 632 | −27,73 | 615 | −28,49 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 370 | −59,89 | 2 | −75,00 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 5 722 | −8,26 | 760 | −9,32 | ||||
2025-05-06 | 13F | Sunbeam Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Old North State Trust, LLC | 8 847 | −5,80 | 1 | 0,00 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 18 763 | −6,01 | 2 492 | −7,05 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Northside Capital Management, LLC | 683 508 | −0,20 | 90 777 | −1,30 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 5 264 | −0,62 | 699 | −1,69 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 34 147 | −6,36 | 4 535 | −7,39 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 6 143 | −1,73 | 816 | −2,86 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 17 588 | −0,73 | 2 336 | −1,85 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5 905 | −0,42 | 784 | −1,51 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2 110 | −10,56 | 280 | −11,39 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 27 995 | −1,59 | 3 718 | −2,70 | ||||
2025-08-07 | 13F | Commerce Bank | 284 971 | −1,02 | 37 847 | −2,11 | ||||
2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 206 | −0,04 | 1 090 | −1,18 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 459 678 | −2,60 | 63 453 | 0,12 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 2 009 | −6,95 | 267 | −7,96 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 832 | −41,45 | 110 | −42,11 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 283 | −9,58 | 38 | −11,90 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 682 | −7,96 | 91 | −9,09 | ||||
2025-07-16 | 13F | Amarillo National Bank | 54 984 | −1,32 | 7 302 | −2,41 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 13 337 | −65,49 | 1 771 | −65,87 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 2 699 | −60,20 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 23 470 | −10,64 | 3 117 | −11,62 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 5 139 | −24,18 | 682 | −25,05 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 31 847 | −2,68 | 4 230 | −3,76 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 264 | −20,27 | 433 | −21,98 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 4 628 | −2,88 | 615 | −0,16 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 8 491 | −1,57 | 1 128 | −2,68 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10 940 | −16,94 | 1 453 | −17,87 | ||||
2025-07-29 | 13F | Regions Financial Corp | 13 600 | −2,07 | 1 806 | −3,11 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | MYDA Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15 895 | −3,85 | 2 111 | −4,87 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 7 957 | −0,15 | 1 057 | −1,31 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 14 962 | −18,69 | 2 025 | −18,05 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 22 129 | −2,13 | 2 939 | −3,23 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 6 307 | −49,81 | 847 | −49,79 | ||||
2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 64 918 | −0,73 | 8 622 | −1,82 | ||||
2025-08-08 | 13F | Union Savings Bank | 13 209 | −0,29 | 1 784 | 0,22 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 768 | −0,83 | 21 | −4,76 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11 953 | −13,08 | 1 587 | −14,03 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 158 | −11,24 | 1 880 | −12,19 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 2 363 | −9,57 | 0 | |||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 5 163 | −0,71 | 686 | −1,86 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 647 | −0,24 | 883 | −1,34 | ||||
2025-04-25 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 34 851 | −1,18 | 4 629 | −2,28 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 138 | −14,70 | 1 479 | −15,63 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 6 825 | −7,57 | 906 | −8,58 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 110 640 | −3,33 | 14 694 | −4,39 | ||||
2025-07-11 | 13F | Miller Howard Investments Inc /ny | 59 492 | −83,06 | 7 901 | −83,25 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15 466 | −0,94 | 2 054 | −2,05 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 8 948 | −0,85 | 1 | 0,00 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1 633 | −25,67 | 216 | −26,53 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 78 272 | −1,98 | 10 395 | −3,06 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Security National Bank Of So Dak | 7 130 | −2,73 | 947 | −3,86 | ||||
2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Horizon Investments, LLC | 2 954 | −6,34 | 392 | −7,33 | ||||
2025-07-29 | 13F | CapWealth Advisors, LLC | 4 731 | −2,61 | 628 | −3,68 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 7 041 | −0,52 | 935 | −1,58 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8 804 | −0,99 | 1 169 | −2,09 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 2 105 | −50,82 | 280 | −51,39 | ||||
2025-07-24 | 13F | Lee Financial Co | 56 586 | −1,90 | 7 515 | −2,97 | ||||
2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | First Citizens Financial Corp | 5 981 | −37,51 | 794 | −38,21 | ||||
2025-07-30 | 13F | Dupree Financial Group, LLC | 6 012 | −2,13 | 799 | −3,16 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 3 810 | −3,79 | 506 | −4,71 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 1 611 | −4,51 | 214 | −5,75 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 106 | −0,18 | 678 | −1,17 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fiduciary Trust Co | 11 830 | −10,41 | 1 571 | −11,39 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 69 692 | −5,29 | 9 256 | −6,34 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 4 788 | −2,37 | 636 | −3,50 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 7 781 | −6,74 | 1 033 | −7,77 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 368 | −3,92 | 50 | −1,96 | ||||
2025-08-13 | 13F | M&t Bank Corp | 232 769 | −0,68 | 30 914 | −1,78 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 1 631 | −8,32 | 217 | −9,24 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 450 795 | −7,18 | 60 027 | −8,03 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 1 727 | −9,77 | 229 | −10,89 | ||||
2025-07-16 | 13F | American National Bank | 5 201 | −7,14 | 691 | −8,24 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 48 410 | −21,29 | 6 429 | −22,16 | ||||
2025-08-13 | 13F | Haverford Trust Co | 19 910 | −4,49 | 2 644 | −5,54 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 6 770 | −0,98 | 899 | −2,07 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 35 227 | −23,44 | 4 678 | −24,29 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 282 | −2,24 | 2 428 | −3,35 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 711 | −4,37 | 360 | −5,26 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 1 922 | −0,62 | 255 | −1,54 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 2 118 | −15,75 | 281 | −16,62 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 378 | −6,56 | 449 | −5,49 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 9 395 | −1,04 | 1 248 | −2,12 | ||||
2025-07-10 | 13F | Rockland Trust Co | 2 531 | −6,47 | 336 | −7,44 | ||||
2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | High Falls Advisors, Inc | 11 025 | −0,04 | 1 464 | −1,15 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 47 872 | −33,58 | 6 358 | −34,32 | ||||
2025-08-04 | 13F | Assetmark, Inc | 223 334 | −0,41 | 29 661 | −1,51 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 132 440 | −3,64 | 17 589 | −4,70 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 659 795 | −2,69 | 87 627 | −3,76 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 12 275 | −0,15 | 1 630 | −1,21 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 753 003 | −2,59 | 100 006 | −3,66 | ||||
2025-08-13 | 13F | HAP Trading, LLC | Put | 16 500 | −17,09 | 38 | −50,65 | |||
2025-08-08 | 13F | Mv Capital Management, Inc. | 33 360 | −1,22 | 4 431 | −2,32 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 193 653 | −1,88 | 25 719 | −2,95 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 2 567 | −3,75 | 341 | −5,03 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 863 | −0,45 | 1 | 0,00 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5 296 | −91,39 | 703 | −91,48 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3 847 | −2,56 | 511 | −3,77 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4 409 | −0,52 | 586 | −1,68 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 510 | −0,17 | 466 | −1,27 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 140 | −73,51 | 5 198 | −73,80 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 315 | −26,33 | 175 | −27,20 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 947 | −0,15 | 524 | −1,13 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 11 258 | −4,25 | 1 512 | −2,07 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 566 | −7,94 | 208 | −9,21 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 7 319 | −6,24 | 972 | −5,08 | ||||
2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15 051 | −0,02 | 1 999 | −1,14 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 977 | −1,75 | 2 388 | −2,85 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 3 976 | −0,43 | 528 | −1,49 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 4 459 | −6,11 | 592 | −7,06 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 808 | −1,63 | 240 | −2,44 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 15 253 | −1,04 | 2 026 | −2,13 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8 351 | −5,01 | 1 109 | −6,02 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2 266 | −1,99 | 301 | −3,23 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 447 | −34,58 | 192 | −35,35 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 281 775 | −6,23 | 37 423 | −7,26 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 252 936 | −2,86 | 33 592 | −3,93 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Webster Bank, N. A. | 19 254 | −2,43 | 2 557 | −3,51 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 285 | −13,39 | 702 | −14,41 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 325 | −35,00 | 43 | −35,82 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 143 998 | −0,29 | 19 125 | −1,38 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9 434 | −31,03 | 1 253 | −30,25 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 106 851 | −4,81 | 14 653 | −2,79 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23 607 | −8,23 | 3 135 | −9,24 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 248 | −11,11 | 33 | −13,51 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 3 594 | −14,63 | 477 | −15,58 | ||||
2025-08-11 | 13F | Platform Technology Partners | 8 544 | −1,77 | 1 135 | −2,91 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 27 273 | −3,42 | 3 622 | −4,48 | ||||
2025-08-12 | 13F | Bokf, Na | 62 250 | −3,62 | 8 267 | −4,68 | ||||
2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 108 866 | −1,91 | 14 459 | −2,99 | ||||
2025-05-14 | 13F | Capital Fund Management S.a. | Put | 0 | −100,00 | 0 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 150 600 | −5,25 | 20 001 | −6,29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 2 811 | −2,23 | 373 | −3,37 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 897 | −24,10 | 385 | −25,00 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 35 944 | −21,74 | 4 774 | −22,60 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 8 944 | −10,19 | 1 188 | −11,22 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Transform Wealth, LLC | 7 207 | −3,98 | 968 | −1,83 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 16 221 | −13,31 | 2 154 | −14,25 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 39 939 | −8,77 | 5 304 | −9,78 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Camden Capital, LLC | 2 755 | −1,36 | 366 | −2,67 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3 926 | −5,17 | 521 | −6,13 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 15 404 | −34,73 | 2 046 | −35,47 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 21 962 | −3,11 | 2 917 | −4,20 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 9 253 | −7,47 | 1 229 | −8,49 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 11 067 | −3,80 | 1 470 | −4,86 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 1 789 | −3,24 | 238 | −4,44 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 18 680 | −12,30 | 2 481 | −13,29 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 14 119 | −4,47 | 1 875 | −5,49 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 550 | −52,98 | 1 290 | −52,73 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 3 507 | −2,61 | 466 | −3,73 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 7 562 | −3,67 | 1 004 | −4,74 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 920 | −81,64 | 111 | −82,01 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 2 085 | −5,01 | 277 | −6,12 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 1 779 | −21,94 | 236 | −22,88 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 593 | −1,10 | 2 071 | −2,22 | ||||
2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 58 172 | −3,75 | 7 726 | 8,00 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 8 450 | −33,45 | 1 122 | −34,19 | ||||
2025-08-14 | 13F | Glenview Trust Co | 48 853 | −0,50 | 6 488 | −1,59 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 7 664 | −0,31 | 1 037 | 11,99 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 76 500 | −78,70 | 10 160 | −78,93 | |||
2025-08-01 | 13F | Providence First Trust Co | 19 254 | −0,45 | 2 557 | −1,54 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 3 695 | −87,93 | 491 | −88,08 | ||||
2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 006 | −1,03 | 665 | −2,21 | ||||
2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 12 786 | −23,45 | 1 698 | −22,54 | ||||
2025-08-12 | 13F | MAI Capital Management | 83 507 | −2,04 | 11 091 | −3,12 | ||||
2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Howland Capital Management Llc | 17 075 | −1,38 | 2 268 | −2,49 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 677 | −1,58 | 1 551 | −2,70 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 19 979 | −8,34 | 2 653 | −9,36 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 2 130 | −8,58 | 283 | −9,62 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 51 839 | −1,50 | 7 | −14,29 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 333 | −7,90 | 310 | −9,12 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 27 841 | −1,11 | 3 698 | −2,20 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 24 482 | −2,01 | 3 251 | −3,07 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Pflug Koory, LLC | 2 848 | −1,73 | 378 | −2,83 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4 923 | −51,50 | 654 | −52,09 | ||||
2025-08-14 | 13F | UBS Group AG | 1 050 167 | −6,34 | 139 473 | −7,37 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 4 447 | −16,27 | 587 | −17,81 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 051 | −0,81 | 671 | −1,90 | ||||
2025-08-04 | 13F | Atria Investments Llc | 3 702 | −38,70 | 492 | −39,38 | ||||
2025-08-06 | 13F | Florin Court Capital LLP | 73 700 | −40,23 | 9 788 | −40,88 | ||||
2025-08-14 | 13F | Granite FO LLC | 28 587 | −2,56 | 3 797 | −3,63 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 32 985 | −0,02 | 4 381 | −1,13 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 37 328 | −1,04 | 4 958 | −2,13 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 2 280 | −7,62 | 303 | −8,76 | ||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 045 | −1,97 | 272 | −3,21 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 23 043 | −1,29 | 3 060 | −2,36 | ||||
2025-08-14 | 13F | Challenger Wealth Management | 9 884 | −3,47 | 1 313 | −4,51 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 4 411 | −2,76 | 586 | −3,94 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 9 898 | −0,68 | 1 315 | −1,79 | ||||
2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 13 715 | −0,90 | 1 821 | −1,99 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 317 | −10,70 | 42 | −10,64 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 008 | −24,04 | 2 923 | −24,88 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 060 | −0,09 | 141 | −1,41 | ||||
2025-07-31 | 13F/A | Avion Wealth | 1 978 | −9,10 | 0 | |||||
2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64 724 | −2,69 | 8 596 | −3,77 | ||||
2025-07-30 | 13F | Fogel Capital Management, Inc. | 2 345 | −18,29 | 311 | −19,22 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | XML Financial, LLC | 9 778 | −0,39 | 1 299 | −1,52 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 62 964 | −6,44 | 8 362 | −7,47 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 498 | −3,64 | 470 | −1,47 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7 286 | −2,44 | 968 | −3,49 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 128 100 | −77,41 | 17 013 | −77,66 | |||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 989 | −0,20 | 264 | −1,12 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 2 606 | −5,99 | 355 | 3,21 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 5 804 | −5,23 | 771 | −6,33 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 2 783 | −1,63 | 370 | −2,64 | ||||
2025-07-16 | 13F | Augustine Asset Management Inc | 2 000 | −6,19 | 266 | −7,34 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 9 749 | −4,69 | 1 295 | −5,75 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 3 355 | −7,47 | 446 | −8,44 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 37 114 | −3,79 | 4 929 | −4,85 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 68 011 | −4,07 | 9 032 | −5,13 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 198 306 | −1,92 | 26 337 | −3,00 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 397 | −0,25 | 53 | −1,89 | ||||
2025-08-15 | 13F | Morgan Stanley | 6 297 236 | −1,29 | 836 336 | −2,38 | ||||
2025-07-23 | 13F | Friedenthal Financial | 557 | −2,62 | 74 | −3,95 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36 744 | −48,70 | 4 880 | −49,27 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 10 387 | −6,21 | 1 380 | −7,26 | ||||
2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 852 | −39,71 | 1 707 | −39,46 | ||||
2025-04-16 | 13F | Relyea Zuckerberg Hanson LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 15 248 | −1,80 | 2 025 | −2,88 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 778 | −63,44 | 0 | |||||
2025-08-04 | 13F | Ledyard National Bank | 4 880 | −20,39 | 648 | −21,26 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 17 170 | −1,08 | 2 | 0,00 | ||||
2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 27 143 | −0,45 | 3 606 | −1,50 | ||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 75 | −85,60 | 10 | −86,96 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 540 | −30,97 | 205 | −31,77 | ||||
2025-07-09 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 20 715 | −39,23 | 2 751 | −39,91 | ||||
2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 30 339 | −0,13 | 4 029 | −1,23 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 9 618 | −1,03 | 1 277 | −2,15 | ||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 18 211 | −9,84 | 2 419 | −10,84 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 47 600 | −1,49 | 6 322 | −2,57 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 200 | −49,49 | 27 | −50,94 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 051 | −0,47 | 954 | −0,10 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 630 | −18,74 | 216 | −19,70 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1 614 | −6,65 | 214 | −7,76 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 971 | −3,64 | 660 | −4,62 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 3 173 | −5,87 | 421 | −6,86 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 2 876 | −35,52 | 382 | −34,70 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 1 657 | −1,66 | 220 | −2,65 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 24 003 | −4,06 | 3 | 0,00 | ||||
2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 13 213 | −59,93 | 1 811 | −59,11 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 508 | −25,62 | 67 | −26,37 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 2 783 | −6,61 | 370 | −7,75 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 4 292 | −14,88 | 570 | −15,81 | ||||
2025-05-15 | 13F | Cullen Capital Management, LLC | 1 550 | −94,06 | 208 | −93,93 | ||||
2025-07-11 | 13F | Thomasville National Bank | 6 578 | −1,50 | 874 | −2,57 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 20 911 | −19,41 | 2 777 | −20,29 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 464 | −0,61 | 327 | −1,51 | ||||
2025-08-13 | 13F | Edgewood Management Llc | 54 881 | −3,99 | 7 289 | −5,05 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 2 750 | −31,25 | 365 | −32,03 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 3 138 | −52,57 | 417 | −53,15 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 12 896 | −81,94 | 1 713 | −82,14 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 7 461 | −3,43 | 991 | −4,53 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 267 631 | −2,15 | 35 544 | −3,23 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 289 012 | −0,33 | 38 384 | −1,43 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2 316 | −54,36 | 308 | −54,77 | ||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 39 311 | −23,11 | 5 221 | −23,96 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 32 523 | −11,74 | 4 319 | −12,71 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 13 317 | −2,76 | 1 769 | −3,86 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 20 424 | −2,27 | 2 713 | −3,35 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 34 753 | −0,84 | 4 616 | −1,93 | ||||
2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 624 | −4,36 | 216 | −5,70 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 2 263 | −12,73 | 301 | −13,79 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6 626 | −29,51 | 880 | −30,35 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 20 712 | −10,20 | 2 751 | −11,20 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8 551 | −7,88 | 1 136 | −8,91 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 799 | −0,71 | 372 | −1,85 | ||||
2025-07-14 | 13F | Baring Financial LLC | 3 518 | −3,80 | 467 | −4,89 | ||||
2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 65 835 | −0,08 | 8 744 | −1,18 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 566 | −98,52 | 75 | 7 400,00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 15 444 | −0,71 | 2 051 | −1,77 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 12 072 | −3,45 | 1 603 | −4,53 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 745 | −14,20 | 1 161 | −15,13 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 3 567 | −6,55 | 474 | −7,62 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 64 226 | −0,18 | 8 530 | −1,28 |