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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cerity Partners LLC | 21 828 | −0,71 | 1 835 | 7,06 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 148 | −23,92 | 97 | −17,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Brickley Wealth Management | 31 069 | −0,37 | 2 612 | 7,49 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | −26,92 | 34 | −20,93 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 38 103 | −1,20 | 3 203 | 6,56 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 19 102 | −1,27 | 1 606 | 6,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 389 | −3,76 | 1 546 | 3,83 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 299 | −30,30 | 25 | −24,24 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 35 746 | −2,65 | 3 005 | 5,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 163 | −1,25 | 1 191 | 6,54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 018 238 | −1,56 | 758 073 | 6,20 | ||||
| 2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 8 270 | −55,40 | 695 | −51,87 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 38 471 | −4,81 | 3 234 | 2,67 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 22 100 | −15,52 | 1 858 | −7,43 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 5 776 | −69,18 | 486 | −66,78 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 23 128 | −33,42 | 1 944 | −28,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 53 167 | −2,97 | 4 448 | 4,68 | ||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 89 504 | −10,97 | 7 524 | −3,96 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 265 | −0,41 | 2 544 | 7,48 | ||||
| 2025-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6 492 | −1,02 | 546 | 6,65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 292 | −77,31 | 25 | −73,63 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 704 132 | −5,98 | 59 189 | 1,42 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 26 145 | −0,53 | 2 198 | 7,28 | ||||
| 2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 396 | −11,06 | 454 | −4,03 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 279 158 | −0,82 | 23 466 | 6,99 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 35 964 | −1,20 | 3 023 | 6,59 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2 401 | −17,04 | 202 | −10,67 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 323 | −55,75 | 531 | −52,29 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 229 | −0,19 | 440 | 7,60 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 2 649 | −8,62 | 218 | 3,32 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 36 731 | −5,42 | 3 088 | 2,02 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 8 177 | −4,31 | 687 | 3,31 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4 971 | −2,82 | 418 | 4,77 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 12 150 | −1,22 | 1 021 | 6,58 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 748 | −15,87 | 651 | −9,21 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16 521 | −15,22 | 1 389 | −8,56 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 54 119 | −1,78 | 4 549 | 5,96 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 4 254 | −17,70 | 358 | −11,19 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 21 376 | −0,32 | 1 797 | 7,54 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21 240 | −17,86 | 1 785 | −11,37 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 85 104 | −9,02 | 7 154 | 8,15 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 13 350 | −0,93 | 1 122 | 6,86 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 784 269 | −2,40 | 65 926 | 5,29 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 3 690 | −2,36 | 310 | 5,44 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4 283 | −1,72 | 360 | 6,19 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 295 | −18,60 | 109 | −12,20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 228 | −9,16 | 19 | 0,00 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 446 | −6,30 | 37 | 5,88 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 26 776 | −7,06 | 2 251 | 0,27 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 78 711 | −9,20 | 6 616 | −2,04 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 012 | −98,84 | 253 | −98,75 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 8 827 | −73,57 | 742 | −71,52 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 20 505 | −2,39 | 1 724 | 5,32 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 561 | −6,67 | 804 | 0,63 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14 508 | −17,43 | 1 220 | −10,96 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 957 | −12,76 | 79 | −1,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 794 | −2,85 | 655 | 4,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 256 | −35,03 | 22 | −30,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 630 | −69,53 | 221 | −67,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 619 | −53,07 | 640 | −49,41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 200 557 | −6,02 | 16 859 | 1,39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7 789 | −6,60 | 655 | 0,77 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 161 653 | −3,15 | 13 589 | 4,48 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 566 | −9,29 | 48 | −2,08 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110 021 | −4,37 | 9 248 | 3,17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 595 | −33,22 | 218 | −27,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6 067 | −21,88 | 510 | −15,87 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 608 | −4,11 | 135 | 3,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 623 | −35,24 | 52 | −29,73 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 3 712 | −8,28 | 289 | 1,05 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7 668 | −6,67 | 645 | 0,63 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 4 398 | −10,43 | 370 | −3,40 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 13 482 | −2,62 | 1 133 | 5,10 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 18 379 | −0,62 | 1 432 | −0,56 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 184 473 | −5,45 | 15 507 | 2,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 524 | −3,16 | 296 | 4,59 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 62 441 | −0,55 | 5 249 | 7,28 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 029 | −92,70 | 255 | −92,14 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 14 604 | −22,38 | 1 228 | −16,25 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 6 125 | −1,73 | 515 | 5,98 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 106 642 | −5,94 | 8 964 | 1,47 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 20 753 | −0,38 | 1 744 | 7,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 55 | −23,61 | 5 | −20,00 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 815 269 | −2,31 | 68 532 | 5,39 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 810 | −5,81 | 67 | 6,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 737 | −85,67 | 650 | −84,55 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 78 105 | −20,81 | 6 595 | −11,51 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 2 413 | −8,01 | 199 | 3,66 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 616 | −13,43 | 388 | −6,51 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 019 | −6,95 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 676 | −2,23 | 0 | |||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 15 186 | −2,59 | 1 277 | 5,11 | ||||
| 2025-05-01 | 13F | Nikulski Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 53 | −78,80 | 4 | −78,95 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12 318 | −9,15 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 563 | −9,63 | 47 | −2,08 | ||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 84 922 | −15,42 | 7 096 | −6,93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 917 | −0,62 | 161 | 7,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19 590 | −5,95 | 1 647 | 1,42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 232 | −0,41 | 692 | 7,30 | ||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 2 161 | −7,29 | 178 | 5,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 368 | −11,26 | 1 376 | −4,31 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 3 949 | −1,59 | 332 | 6,09 | ||||
| 2025-08-13 | 13F | Amundi | 292 700 | −7,43 | 24 680 | −0,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 792 | −0,28 | 151 | 7,14 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 978 | −3,19 | 250 | 4,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 319 | −85,83 | 195 | −84,54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 597 | −0,23 | 1 059 | 7,63 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 37 753 | −67,06 | 2 955 | −66,51 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 6 110 | −0,59 | 514 | 7,32 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 995 | −96,11 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 105 | −3,51 | 261 | 4,40 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 154 | −3,59 | 97 | 6,59 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 44 239 | −10,39 | 3 736 | 0,13 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 849 | −48,87 | 996 | −44,82 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 15 759 | −2,38 | 1 325 | 5,33 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 500 | −16,67 | 210 | −9,87 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 33 475 | −3,59 | 2 814 | 140 550,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Clg Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 4 665 | −9,38 | 392 | −2,24 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 635 | −1,34 | 1 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 700 | −18,48 | 227 | −12,02 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 2 721 | −8,11 | 224 | 4,19 | ||||
| 2025-08-08 | 13F | Creative Planning | 126 323 | −0,87 | 10 619 | 6,94 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 837 417 | −12,13 | 70 393 | −5,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 462 | −4,52 | 292 | 0,69 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 203 456 | −0,01 | 17 | 13,33 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 20 681 | −4,67 | 1 738 | 2,84 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2 526 | −3,40 | 212 | 3,92 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 76 181 | −3,47 | 6 404 | 4,13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 771 | −86,78 | 401 | −85,74 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 138 | −23,33 | 12 | −21,43 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6 313 | −10,93 | 531 | −3,99 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 4 596 | −12,47 | 386 | −5,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 54 331 | −4,15 | 4 567 | 3,42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 341 | −55,27 | 113 | −51,93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 620 | −62,85 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 959 | −13,76 | 7 060 | −6,92 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 271 479 | −5,29 | 22 821 | 2,18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 790 | −0,99 | 2 168 | 6,80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 112 647 | −1,98 | 9 469 | 16,53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 40 386 | −2,33 | 3 395 | 5,37 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3 303 | −16,29 | 257 | −7,89 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 17 428 | −4,74 | 1 463 | 2,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 8 564 | −0,73 | 720 | 6,99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 559 | −6,48 | 121 | 3,42 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 807 | −21,75 | 236 | −15,77 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 463 | −23,20 | 0 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 2 740 | −0,18 | 230 | 7,98 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 6 996 | −1,64 | 565 | 1,99 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 856 | −6,17 | 1 081 | 1,22 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 55 911 | −2,60 | 4 700 | 5,08 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 562 | −0,19 | 181 | −9,50 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Evanson Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | −83,33 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 17 040 | −0,20 | 1 432 | 7,59 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 2 446 | −12,27 | 206 | −5,53 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 8 414 | −2,95 | 707 | 4,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 41 288 | −1,38 | 3 471 | 6,38 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4 920 | −2,30 | 414 | 5,36 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 117 210 | −6,09 | 9 853 | 1,31 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 509 | −9,11 | 43 | −2,33 | ||||
| 2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 41 | −2,38 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 11 123 | −6,04 | 1 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 6 059 | −2,42 | 509 | 5,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101 074 | −0,54 | 8 496 | 7,30 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 303 | −22,94 | 362 | −8,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 070 | −6,56 | 1 855 | 0,82 | ||||
| 2025-05-14 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5 854 | −27,81 | 492 | −22,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 119 045 | −1,21 | 10 007 | 6,57 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Brookstone Capital Management | 248 404 | −7,61 | 20 881 | −0,33 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 20 778 | −5,65 | 1 747 | 1,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 574 511 | −9,28 | 48 293 | −2,13 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 764 | −0,90 | 232 | 6,91 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 44 349 | −2,74 | 3 728 | 4,93 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 890 | −3,22 | 747 | 4,48 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 016 421 | −6,14 | 337 620 | 1,26 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 131 | −5,26 | 263 | 2,33 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 23 636 | −2,82 | 1 987 | 4,80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 227 | −1,51 | 1 280 | 6,23 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 938 | −7,45 | 1 255 | −0,16 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3 406 | −4,94 | 286 | 2,51 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 13 344 | −23,15 | 1 122 | −17,09 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14 136 | −87,36 | 1 188 | −86,37 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 17 800 | −3,63 | 1 496 | 10,98 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 96 713 | −14,09 | 8 130 | −7,32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 525 | −0,28 | 296 | 7,64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 24 715 | −8,25 | 2 078 | −1,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 6 537 | −1,88 | 549 | 5,78 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 523 717 | −1,09 | 44 024 | 6,70 | ||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 |
