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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 667 | −8,32 | 411 | 2,50 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5 609 | −0,21 | 561 | 2,94 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 084 | −2,50 | 1 801 | 9,22 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 793 | −0,31 | 873 | 11,65 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3 296 | −1,76 | 369 | 10,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 774 | −7,04 | 311 | 1,31 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 021 | −0,69 | 226 | 11,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 273 | −76,74 | 2 159 | −73,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 060 | −85,61 | 234 | −83,65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 040 | −4,71 | 1 237 | 6,74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 134 043 | −5,77 | 15 013 | 5,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84 592 | −3,94 | 9 474 | 7,60 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 190 | −8,89 | 460 | 0,22 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 35 289 | −82,65 | 3 953 | 14,48 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 18 751 | −4,58 | 2 100 | 6,87 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 643 | −2,97 | 296 | 8,82 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 545 | −3,36 | 509 | 8,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 280 | −10,22 | 815 | 0,62 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 62 140 | −24,48 | 6 960 | −15,42 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 658 236 | −12,09 | 520 435 | −2,59 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 20 039 | −1,83 | 2 231 | 9,10 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 27 499 | −44,21 | 3 080 | −37,52 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 55 512 | −5,93 | 6 217 | 5,36 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 3 234 | −0,34 | 362 | 11,73 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 171 466 | −3,97 | 19 204 | 7,56 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 24 672 | −2,72 | 2 763 | 8,95 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 927 | −15,59 | 216 | −14,34 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 124 176 | −1,50 | 13 908 | 10,31 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 545 | −2,31 | 612 | 1,66 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Weinberger Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6 944 | −11,28 | 778 | −0,64 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5 952 | −6,05 | 667 | 5,21 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 28 055 | −11,80 | 3 142 | −1,19 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13 166 | −29,83 | 1 462 | −25,08 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 060 | −5,61 | 119 | 5,36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 144 | −1,53 | 800 | 10,34 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 16 888 | −2,79 | 1 891 | 8,87 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 14 524 | −17,86 | 1 627 | −8,03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 8 818 | −5,19 | 988 | 6,13 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 22 160 | −8,59 | 2 482 | 2,35 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 6 203 | −2,18 | 695 | 9,46 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 360 | −3,74 | 40 | 8,11 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 16 770 | −6,52 | 1 878 | 4,68 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 88 420 | −66,47 | 9 902 | −62,46 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 15 098 | −6,21 | 1 691 | 5,10 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 920 | −6,02 | 327 | 5,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 219 785 | −67,43 | 25 | −64,71 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 6 825 | −39,06 | 764 | −31,72 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11 147 | −1,62 | 1 248 | 10,15 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 806 | −5,15 | 1 098 | 6,29 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 153 661 | −4,97 | 17 119 | 5,88 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 96 649 | −12,77 | 10 825 | −2,31 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 205 908 | −0,93 | 23 062 | 10,96 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 373 | −0,27 | 378 | 11,54 | ||||
| 2025-05-12 | 13F | FF Advisors,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 798 | −4,77 | 313 | 6,83 | ||||
| 2025-05-02 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 66 205 | −11,01 | 7 415 | −0,34 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 874 | −3,90 | 1 778 | 6,73 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 97 | −61,35 | 11 | −60,00 | ||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | White Pine Investment CO | 55 095 | −0,25 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28 202 | −7,78 | 3 159 | 3,27 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 591 | −0,19 | 290 | 11,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 56 894 | −7,73 | 6 372 | 3,34 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32 625 | −2,30 | 3 654 | 9,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 794 | −17,03 | 985 | −7,08 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 314 | −4,77 | 1 016 | 3,89 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 666 | −20,24 | 75 | −10,84 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 5 148 | −13,29 | 577 | −2,87 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 39 325 | −1,24 | 4 404 | 10,63 | ||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 9 371 | −1,76 | 1 050 | 10,07 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 41 950 | −20,62 | 4 195 | −18,02 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 934 | −10,83 | 217 | 2,86 | ||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 621 | −31,02 | 1 638 | −22,75 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 170 | −6,02 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 697 | −7,89 | 302 | 3,42 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 81 627 | −1,76 | 9 142 | 10,03 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 843 | −0,77 | 2 222 | 11,16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 68 548 | −3,71 | 7 677 | 7,84 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 71 473 | −0,90 | 8 005 | 10,98 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 22 895 | −8,48 | 2 564 | 2,52 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51 011 | −3,49 | 5 483 | 3,73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 981 501 | −4,58 | 109 928 | 6,87 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 23 159 | −31,49 | 2 594 | −23,28 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 38 211 | −40,51 | 4 280 | −33,37 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 657 | −1,45 | 298 | 10,41 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 69 727 | −5,80 | 7 809 | 7,10 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24 270 | −0,19 | 2 718 | 11,81 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 295 | −12,44 | 481 | −2,04 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 133 219 | −52,69 | 13 903 | −51,50 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104 937 | −49,77 | 10 494 | −48,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54 695 | −0,35 | 6 126 | 11,61 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 29 338 | −49,66 | 3 286 | −43,63 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 107 491 | −15,13 | 12 039 | −4,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 724 | −82,63 | 529 | −80,55 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 38 119 | −10,49 | 4 269 | 0,26 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 573 | −1,89 | 400 | 9,89 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 7 689 | −2,18 | 861 | 9,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 004 | −24,91 | 1 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 584 | −31,57 | 513 | −23,32 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2 997 | −0,79 | 336 | 10,93 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24 267 | −13,10 | 2 718 | −2,69 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 51 026 | −4,30 | 5 715 | 7,18 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 34 | −47,69 | 4 | −50,00 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 136 | −1,64 | 687 | 10,27 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 7 755 | −22,60 | 869 | −13,29 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 11 611 | −95,38 | 1 300 | −94,83 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 173 | −41,75 | 19 | −34,48 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 97 919 | −2,53 | 10 967 | 9,17 | ||||
| 2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 2 094 | −3,06 | 235 | 8,33 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 40 291 | −2,89 | 4 513 | 8,78 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 890 | −1,82 | 212 | 9,90 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 | −69,81 | 2 | −80,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 956 606 | −4,11 | 443 140 | 7,40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 802 | −14,18 | 1 994 | −3,86 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7 429 | −23,93 | 832 | −14,75 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1 633 | −4,61 | 183 | 6,43 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 479 | −32,77 | 166 | −25,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 23 473 | −15,68 | 2 629 | −5,57 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53 811 | −1,18 | 6 027 | 10,67 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 000 | −43,25 | 896 | −36,48 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 340 | −1,22 | 262 | 11,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 222 | −15,80 | 1 033 | −5,75 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 50 114 | −14,49 | 5 613 | −4,23 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 4 864 | −8,71 | 545 | 2,26 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 8 745 | −2,51 | 979 | 9,14 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 20 813 | −45,65 | 2 319 | −40,90 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 033 | −13,02 | 900 | −2,60 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 2 324 | −0,17 | 260 | 12,07 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 18 742 | −1,36 | 2 099 | 10,47 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 145 454 | −23,95 | 16 291 | −14,82 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 549 | −1,44 | 1 070 | 10,43 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 5 340 | −15,20 | 598 | −4,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 932 | −39,17 | 664 | −31,90 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 299 | −3,22 | 818 | 8,36 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 2 033 | −13,89 | 228 | −9,20 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 2 175 | −14,37 | 244 | −4,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 157 936 | −6,50 | 17 689 | 4,71 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 902 | −16,71 | 97 | −11,11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 847 | −36,64 | 3 455 | −29,05 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 851 | −24,28 | 319 | −15,16 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 13 748 | −19,75 | 1 478 | −19,11 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 69 281 | −6,72 | 7 759 | 4,47 | ||||
| 2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 20 746 | −35,73 | 2 324 | −28,04 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 134 640 | −1,11 | 15 080 | 10,76 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 430 | −49,24 | 384 | −41,28 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 338 | −14,65 | 374 | −4,60 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 4 013 | −15,50 | 449 | −5,27 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 458 110 | −11,08 | 51 308 | −0,41 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 284 | −1,00 | 1 152 | 10,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 994 534 | −13,01 | 111 388 | −2,57 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 61 310 | −9,25 | 6 131 | −6,28 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 151 | −6,19 | 241 | 4,80 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 7 148 | −24,05 | 801 | −14,98 | ||||
| 2025-04-18 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 84 475 | −3,68 | 9 461 | 7,88 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 5 087 | −29,12 | 570 | −20,64 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 916 | −0,71 | 439 | 11,17 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 26 583 | −9,54 | 2 586 | −9,14 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 309 372 | −11,54 | 34 650 | −0,92 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 58 779 | −59,37 | 6 583 | −53,01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193 291 | −10,16 | 21 649 | 0,61 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18 117 | −2,37 | 2 029 | 9,38 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 3 785 | −1,94 | 424 | 9,59 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 025 | −8,25 | 227 | 2,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 287 940 | −4,43 | 144 249 | 7,04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 40 140 | −8,06 | 4 499 | −0,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 564 | −10,86 | 1 407 | −0,14 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 319 | −0,31 | 36 | 12,90 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3 403 | −4,57 | 381 | 7,02 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 27 185 | −7,03 | 3 045 | 4,14 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 15 347 | −5,57 | 1 719 | 5,72 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 27 821 | −0,09 | 3 116 | 11,89 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 356 | −0,93 | 263 | 10,08 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 219 | −30,32 | 585 | −22,03 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 426 | −21,55 | 46 | −14,81 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 402 630 | −3,09 | 45 095 | 8,54 | ||||
| 2025-05-08 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 195 157 | −31,67 | 22 | −25,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 136 502 | −8,71 | 15 288 | 2,25 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 31 910 | −3,03 | 3 574 | 8,60 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast International Growth Portfolio | 124 176 | −1,50 | 13 908 | 10,31 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 34 249 | −2,17 | 3 836 | 9,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35 071 | −96,25 | 3 928 | −95,80 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 79 403 | −8,64 | 8 893 | 2,32 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 504 110 | −8,99 | 168 460 | 1,94 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41 680 | −0,31 | 4 668 | 11,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 021 | −9,78 | 1 122 | 1,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 49 780 | −12,96 | 5 575 | −2,52 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 241 126 | −2,51 | 27 006 | 9,18 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 31 456 | −2,59 | 3 523 | 9,10 | ||||
| 2025-04-10 | 13F | Veracity Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40 932 | −44,03 | 4 584 | −37,32 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 566 | −0,50 | 511 | 11,57 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99 553 | −0,51 | 11 150 | 11,42 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 56 722 | −1,90 | 6 353 | 2,77 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 456 | −5,49 | 1 171 | 5,88 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 37 500 | −22,42 | 4 200 | −13,10 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 753 931 | −8,51 | 84 440 | 2,47 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 5 701 | −0,28 | 639 | 11,73 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 590 | −1,97 | 402 | 9,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 226 232 | −1,88 | 25 338 | 9,90 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 20 080 | −0,72 | 2 249 | 11,18 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 890 | −30,91 | 324 | −22,73 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 10 622 | −4,61 | 1 142 | 2,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 50 847 | −7,00 | 5 695 | 4,15 | ||||
| 2025-06-03 | 13F | Invst, LLC | 54 324 | −70,25 | 5 432 | −69,28 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 5 771 | −15,21 | 646 | −5,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 28 177 | −8,96 | 3 156 | 1,94 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 111 126 | −5,75 | 12 446 | 5,56 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 109 | −18,05 | 12 | −7,69 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 41 762 | −0,41 | 4 677 | 11,54 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 12 880 | −6,03 | 1 443 | 5,26 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 1 964 | −7,75 | 220 | 3,30 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4 279 | −6,45 | 479 | 4,81 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3 473 | −4,40 | 389 | 6,89 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 17 490 | −1,07 | 1 959 | 10,81 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 401 | −64,13 | 605 | −59,87 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 29 575 | −0,43 | 3 312 | 11,52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 81 672 | −2,04 | 9 147 | 9,72 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 87 357 | −33,76 | 8 736 | −31,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 732 | −0,84 | 530 | 10,90 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 361 281 | −20,64 | 40 463 | −11,12 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 11 087 | −2,59 | 1 242 | 9,05 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 13 528 | −3,73 | 1 515 | 7,83 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 253 | −38,74 | 28 | −31,71 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 108 | −6,83 | 348 | 4,50 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 10 580 | −10,49 | 1 178 | −0,42 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 393 286 | −1,05 | 44 049 | 10,83 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 217 136 | −0,81 | 24 258 | 9,89 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 167 531 | −0,38 | 18 763 | 11,57 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2 519 | −3,19 | 282 | 8,46 | ||||
| 2025-05-15 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Canopy Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 403 435 | −1,76 | 45 185 | 10,03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 229 732 | −7,29 | 25 730 | 3,83 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 18 615 | −18,44 | 2 085 | −8,68 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 39 558 | −1,89 | 4 430 | 9,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 103 434 | −4,14 | 11 585 | 7,36 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7 155 | −2,67 | 801 | 8,98 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 11 775 | −0,21 | 1 319 | 11,69 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 919 | −8,43 | 439 | 2,58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 902 | −1,34 | 661 | 10,54 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3 270 | −11,26 | 366 | −0,54 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 41 826 | −4,90 | 4 684 | 6,53 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3 020 | −18,13 | 338 | −8,15 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3 902 | −91,30 | 437 | −90,26 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4 101 | −1,42 | 459 | 10,34 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44 450 | −1,30 | 4 978 | 10,55 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10 469 | −1,95 | 1 173 | 9,84 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 32 366 | −4,25 | 3 479 | 2,90 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 12 768 | −17,99 | 1 430 | −8,10 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 12 863 | −0,07 | 1 441 | 11,89 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 29 618 | −9,64 | 3 317 | 1,22 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 454 | −71,73 | 51 | −67,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 | −92,68 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 043 | −22,51 | 341 | −13,27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 22 885 | −17,47 | 2 563 | −7,57 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 160 287 | −32,94 | 17 952 | −24,90 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 19 512 | −2,81 | 2 172 | 2,07 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 332 | −5,71 | 597 | 5,66 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 31 850 | −6,15 | 3 567 | 5,13 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 60 440 | −20,67 | 6 044 | −22,05 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 9 875 | −5,48 | 1 106 | 5,94 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 437 | −0,77 | 721 | 11,11 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 22 436 | −5,91 | 2 513 | 5,37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 41 969 | −3,85 | 4 701 | 7,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 519 417 | −1,10 | 170 | 11,11 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 618 385 | −5,69 | 69 259 | 5,63 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 440 | −9,53 | 721 | 1,41 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 674 | −0,69 | 1 196 | 11,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 276 | −12,78 | 1 039 | −2,35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 474 234 | −2,82 | 165 125 | 8,84 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3 978 | −0,57 | 446 | 11,25 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 385 | −50,05 | 715 | −44,05 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 537 | −49,14 | 508 | −43,05 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 116 529 | −0,73 | 13 051 | 11,19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 124 761 | −0,77 | 13 973 | 11,14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 16 070 | −30,45 | 2 | −50,00 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 48 324 | −1,79 | 5 412 | 10,00 | ||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 76 549 | −5,43 | 8 573 | 5,92 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 986 | −13,35 | 222 | −3,06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 175 | −36,14 | 132 | −28,42 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 1 950 | −3,47 | 218 | 7,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324 988 | −57,17 | 36 398 | −52,03 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2 292 | −96,22 | 257 | −95,77 | ||||
| 2025-04-30 | 13F | Beverly Hills Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412 981 | −29,55 | 46 254 | −21,10 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 55 890 | −0,27 | 6 260 | 11,69 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 22 250 | −3,04 | 2 492 | 8,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 485 | −45,97 | 502 | −38,71 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 70 624 | −5,02 | 7 910 | 6,38 | ||||
| 2025-05-14 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 493 | −47,33 | 55 | −40,86 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 7 687 | −4,32 | 861 | 7,10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 324 | −8,31 | 146 | 1,39 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 456 | −15,84 | 1 171 | −5,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16 844 | −13,44 | 1 887 | −3,03 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 56 106 | −0,34 | 6 284 | 11,62 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 298 161 | −1,43 | 33 394 | 10,40 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 53 867 | −34,20 | 6 033 | −26,31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 73 042 | −1,64 | 8 181 | 10,15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 333 | −50,37 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 24 209 | −1,47 | 2 707 | 10,13 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 2 817 | −89,61 | 316 | −88,38 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 343 | −0,13 | 262 | 11,97 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8 843 | −4,48 | 990 | 7,03 | ||||
| 2025-04-15 | 13F | Collier Financial | 622 | −98,79 | 62 | −98,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 065 | −2,16 | 1 351 | 9,57 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 122 625 | −70,50 | 13 734 | −66,96 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 27 502 | −3,72 | 3 080 | 7,84 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11 151 | −21,64 | 1 249 | −12,24 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 9 093 | −38,35 | 1 018 | −30,94 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 78 304 | −61,32 | 8 770 | −56,69 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22 220 | −6,93 | 2 489 | 4,23 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 2 342 | −0,85 | 262 | 11,02 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 31 926 | −53,16 | 3 576 | −47,55 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 131 092 | −0,76 | 14 682 | 11,15 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 17 917 | −1,52 | 2 007 | 10,28 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 104 528 | −4,81 | 11 707 | 6,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 621 | −51,82 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 743 | −44,47 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 9 807 | −17,73 | 1 098 | −7,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 917 | −14,79 | 1 111 | −4,56 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 46 506 | −2,03 | 5 209 | 9,71 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 135 802 | −1,26 | 15 210 | 10,59 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 599 | −8,90 | 291 | 2,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 37 823 | −3,45 | 4 236 | 8,14 | ||||
| 2025-04-23 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 31 032 | −1,27 | 3 476 | 10,56 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 3 290 | −90,87 | 369 | −89,79 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 11 236 | −25,27 | 1 258 | −16,30 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 15 623 | −0,77 | 1 750 | 11,12 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 45 078 | −1,42 | 5 049 | 10,41 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 198 936 | −3,87 | 22 281 | 7,67 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 202 | −0,09 | 1 255 | 11,86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 118 617 | −31,54 | 13 285 | −23,44 | ||||
| 2025-08-14 | 13F | Harding Loevner Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 986 | −13,05 | 334 | −2,62 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 11 525 | −3,04 | 1 291 | 8,59 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 7 656 | −6,20 | 857 | 5,02 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 921 | −1,39 | 1 559 | 10,49 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 9 788 | −28,36 | 1 096 | −19,77 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 116 726 | −3,39 | 13 073 | 8,20 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 41 820 | −7,25 | 4 684 | 3,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 28 740 | −8,69 | 3 219 | 2,26 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 40 641 | −15,58 | 4 552 | −5,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 305 | −97,91 | 34 | 3,03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 4 102 | −0,36 | 459 | 11,68 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2 395 | −0,62 | 268 | 11,20 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 13 822 | −0,22 | 1 548 | 11,77 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 158 | −40,13 | 2 482 | −30,76 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 201 384 | −3,46 | 22 555 | 8,12 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 71 473 | −1,03 | 8 005 | 10,84 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3 449 | −4,64 | 386 | 6,93 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 67 872 | −0,78 | 7 602 | 11,13 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 8 141 | −7,68 | 912 | 3,41 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 33 | −55,41 | 4 | −57,14 | ||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 302 385 | −5,65 | 33 867 | 5,67 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 388 | −0,65 | 379 | 11,14 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 360 691 | −30,65 | 40 397 | −22,33 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 688 | −3,63 | 413 | 8,12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 495 | −9,50 | 280 | 1,45 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 119 | −0,01 | 1 021 | 11,95 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 330 | −0,97 | 149 | 23,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 005 | −8,39 | 1 009 | 2,65 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 5 943 | −3,37 | 666 | 8,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27 539 | −62,51 | 3 084 | −56,64 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 111 | −7,74 | 1 021 | 3,34 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 900 | −31,61 | 98 | −27,07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 505 | −1,59 | 3 080 | 10,24 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 48 096 | −16,26 | 5 387 | −6,22 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 18 120 | −0,15 | 2 029 | 11,85 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 103 | −5,04 | 1 244 | 6,33 | ||||
| 2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 16 076 | −3,52 | 1 801 | 8,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44 793 | −0,32 | 5 017 | 11,64 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6 279 | −11,29 | 703 | −0,57 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 461 | −1,85 | 1 060 | 9,97 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 139 909 | −9,29 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 20 307 | −35,67 | 2 274 | −27,95 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 219 | −6,18 | 360 | 4,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 286 910 | −11,51 | 32 134 | −0,90 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 143 937 | −47,74 | 16 121 | −41,47 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 5 322 | −1,24 | 596 | 10,78 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 40 719 | −22,46 | 4 561 | −13,16 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 121 | −54,15 | 112 | −55,20 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17 688 | −14,50 | 1 981 | −4,21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 353 | −7,83 | 152 | 3,42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 6 326 | −6,83 | 709 | 4,27 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 817 | −11,06 | 204 | −0,49 | ||||
| 2025-04-23 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 605 570 | −5,44 | 515 824 | 5,91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 880 | −24,81 | 659 | −15,75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 969 | −2,56 | 2 349 | 9,16 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4 631 | −19,54 | 517 | −8,67 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 51 153 | −10,25 | 5 729 | 0,53 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 6 343 | −4,52 | 710 | 6,93 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 28 549 | −0,49 | 3 197 | 11,43 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 8 529 | −7,97 | 955 | 3,13 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 165 | −0,31 | 354 | 11,67 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 28 689 | −0,37 | 3 213 | 11,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 184 | −3,05 | 1 253 | 8,59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 203 655 | −24,95 | 134 809 | −15,94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 723 | −0,62 | 305 | 23,58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 15 373 | −0,32 | 1 722 | 11,61 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 86 046 | −4,02 | 9 637 | 7,51 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 742 | −2,40 | 1 203 | 9,36 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 234 | −56,18 | 26 | −50,94 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 | −53,33 | 14 | −48,15 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 36 810 | −10,74 | 4 112 | −1,11 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15 069 | −17,20 | 1 688 | −7,31 | ||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 97 866 | −4,08 | 10 961 | 7,44 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 9 301 | −56,32 | 930 | −54,88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 6 487 | −11,51 | 727 | −0,95 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 48 458 | −4,24 | 5 427 | 7,25 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 685 | −47,04 | 269 | −45,31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 474 | −0,89 | 2 181 | 11,05 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 84 089 | −3,01 | 9 418 | 8,63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 206 514 | −7,84 | 23 130 | 3,22 |
