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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 5 600 | −98,19 | 354 | −97,93 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 296 | −83,95 | 713 | −81,61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 43 570 | −82,69 | 2 751 | −80,16 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 72 478 | −6,58 | 4 576 | 10,19 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 15 088 | −56,27 | 953 | −49,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 921 | −80,60 | 1 195 | −77,78 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 004 | −0,35 | 253 | 14,03 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 16 411 | −12,40 | 1 036 | 0,39 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 12 743 | −10,37 | 805 | 2,68 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 41 650 | −0,00 | 2 629 | 14,60 | ||||
| 2025-05-12 | 13F | Private Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 171 | −35,80 | 74 | −27,00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 6 999 | −87,90 | 442 | −86,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 662 | −16,99 | 610 | −4,84 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 59 170 | −4,75 | 3 736 | 9,15 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 399 | −81,72 | 215 | −79,10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 989 | −59,65 | 504 | −53,76 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 563 872 | −12,72 | 288 163 | 0,03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 16 632 | −5,67 | 1 050 | 8,14 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 183 001 | −1,02 | 11 555 | 13,45 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 998 | −5,41 | 442 | 8,35 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3 442 | −10,39 | 217 | 2,84 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 111 509 | −13,69 | 7 041 | −1,08 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 30 838 | −29,97 | 1 946 | −19,92 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 67 882 | −7,92 | 3 740 | −8,51 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 098 | −9,85 | 69 | 2,99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 25 206 | −3,27 | 1 591 | 10,87 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 080 | −88,91 | 258 | −87,31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 988 | −2,65 | 385 | −3,52 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 24 078 | −9,21 | 1 326 | −9,80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31 459 | −12,10 | 1 986 | 0,76 | ||||
| 2025-05-07 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25 456 | −13,13 | 1 607 | −0,43 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 144 479 | −2,63 | 9 143 | 11,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 385 | −3,86 | 593 | 10,24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 783 | −72,96 | 239 | −69,09 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 393 | −75,47 | 349 | −71,90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 110 737 | −9,57 | 6 992 | 3,63 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 331 | −89,46 | 526 | −87,92 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 650 | −57,87 | 546 | −51,81 | ||||
| 2025-06-27 | NP | XXCH - Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | 19 724 | −35,00 | 1 119 | −34,64 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 14 653 | −0,54 | 925 | 14,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 192 520 | −1,62 | 75 296 | 12,76 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 14 325 | −22,40 | 904 | −11,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 844 253 | −67,01 | 179 586 | −62,19 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 362 | −32,53 | 212 | −22,63 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 37 944 | −86,14 | 2 419 | −83,97 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 142 182 | −0,79 | 8 977 | 16,27 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 71 | −99,79 | 5 | −99,78 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 6 894 | −2,48 | 435 | 11,83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47 274 | −2,03 | 2 985 | 12,26 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 5 368 | −88,82 | 339 | −87,22 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 42 521 | −9,85 | 2 685 | 3,31 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 055 | −24,27 | 572 | −13,22 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 5 509 | −9,75 | 348 | 3,27 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 113 962 | −42,53 | 7 196 | −34,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 145 233 | −74,24 | 9 170 | −70,47 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5 270 | −94,36 | 333 | −93,55 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 995 690 | −13,89 | 62 868 | −1,31 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 10 061 | −91,81 | 635 | −90,61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516 228 | −4,04 | 32 595 | 9,98 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 704 | −79,62 | 44 | −76,84 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3 895 | −65,19 | 246 | −60,23 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 7 515 | −90,99 | 475 | −89,68 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 23 102 | −64,05 | 1 465 | −58,10 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 50 876 | −1,37 | 3 212 | 13,06 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 40 061 | −35,75 | 2 529 | −26,35 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 33 703 | −62,41 | 2 128 | −56,91 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 19 462 | −2,23 | 1 229 | 12,04 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 237 992 | −88,92 | 15 | −87,29 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 324 | −30,15 | 526 | −19,97 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 100 | −42,25 | 259 | −34,02 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 003 | −58,19 | 253 | −52,18 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 | −99,65 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 765 607 | −51,55 | 48 | −44,83 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 13 883 | −23,34 | 877 | −12,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 488 | −1,43 | 536 | 12,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 26 818 | −15,85 | 1 693 | −3,53 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4 259 | −51,97 | 269 | −45,08 | ||||
| 2025-04-22 | 13F | Denver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Partners in Financial Planning | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 171 196 | −17,78 | 10 809 | −5,76 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 402 | −77,17 | 796 | 135,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38 069 | −76,02 | 2 404 | −72,52 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 174 727 | −2,38 | 11 032 | 11,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 563 767 | −66,28 | 35 596 | −61,36 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 158 850 | −48,42 | 10 010 | −40,99 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 468 | −2,07 | 598 | 12,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 46 409 | −22,89 | 2 930 | −11,61 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 103 601 | −9,95 | 6 541 | 3,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12 661 | −80,09 | 799 | −76,77 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 48 492 | −51,86 | 3 062 | −44,84 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 114 | −73,61 | 7 | −69,57 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 17 010 | −75,78 | 1 074 | −72,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 768 | −81,48 | 865 | −78,91 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 4 302 | −79,02 | 272 | −76,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7 758 | −27,29 | 490 | −16,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 308 261 | −87,44 | 19 | −85,93 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 3 232 | −75,36 | 204 | −71,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 80 673 | −1,18 | 5 094 | 13,25 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 65 046 | −4,53 | 4 107 | 9,43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 | −96,97 | 15 | −96,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 350 954 | −54,79 | 22 | −50,00 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9 118 | −50,38 | 576 | −43,18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 84 787 | −16,69 | 5 353 | −4,51 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 64 929 | −77,91 | 4 100 | −74,68 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 486 | −93,03 | 0 | −100,00 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18 030 | −90,23 | 1 138 | −88,81 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 54 550 | −9,92 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 56 601 | −0,64 | 3 574 | 13,86 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 190 550 | −32,67 | 10 812 | −32,29 | ||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 383 | −76,30 | 24 | −73,03 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 401 | −74,39 | 215 | −70,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 834 614 | −29,30 | 747 238 | −18,97 | ||||
| 2025-05-27 | 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 | 284 736 | −2,25 | 15 686 | −2,89 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51 439 | −33,01 | 2 834 | −33,45 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 096 | −61,88 | 764 | −56,35 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12 000 | −94,31 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 82 504 | −4,23 | 5 209 | 9,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 13 724 | −85,35 | 867 | −83,21 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 58 690 | −5,98 | 3 706 | 7,77 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 547 | −92,89 | 1 234 | −91,85 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 131 958 | −2,14 | 8 332 | 11,42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 103 571 | −8,57 | 6 540 | 4,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 676 | −6,40 | 1 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 2 895 477 | −44,30 | 182 822 | −36,16 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 278 826 | −3,79 | 17 605 | 10,27 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 436 | −34,34 | 28 | −25,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 28 622 | −13,05 | 1 807 | −0,33 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 734 | −13,90 | 299 | −1,32 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 14 919 | −0,21 | 942 | 14,46 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32 983 | −95,33 | 2 083 | −94,64 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 394 | −56,62 | 214 | −50,23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 411 | −92,17 | 342 | −91,05 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 293 793 | −4,15 | 18 550 | 9,86 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 75 331 | −11,02 | 4 756 | 1,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 008 204 | −12,11 | 126 798 | 0,74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 226 930 | −4,69 | 12 502 | −5,31 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 19 135 | −81,95 | 1 208 | −79,32 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 6 043 | −95,66 | 382 | −95,03 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 21 869 | −0,75 | 1 381 | 13,77 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 41 029 | −13,44 | 2 591 | −0,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44 803 | −77,51 | 2 829 | −74,23 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 15 725 | −1,56 | 993 | 12,73 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 367 | −78,99 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 238 294 | −85,96 | 204 466 | −83,91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 346 | −96,78 | 22 | −96,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 121 529 | −86,39 | 7 673 | −84,40 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 754 | −25,30 | 490 | −14,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 164 | −69,28 | 1 147 | −64,81 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92 349 | −53,96 | 5 831 | −47,24 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 969 | −22,36 | 61 | −10,29 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 51 222 | −1,79 | 3 234 | 12,57 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 70 582 | −70,34 | 4 457 | −66,01 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 7 136 | −2,92 | 451 | 11,39 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 30 147 | −12,42 | 1 926 | 0,00 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11 986 | −0,58 | 757 | 13,86 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 3 889 | −39,47 | 246 | −30,59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 221 | −61,49 | 266 | −55,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 553 856 | −5,34 | 34 970 | 8,49 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 56 129 | −6,88 | 3 544 | 6,75 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 647 956 | −22,71 | 35 696 | −23,21 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 550 | −60,90 | 1 929 | −55,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 826 | −48,33 | 494 | −40,77 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 52 038 | −1,89 | 3 286 | 12,42 | ||||
| 2025-07-18 | 13F | United Bank | 747 969 | −0,57 | 47 227 | 13,96 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 75 183 | −6,25 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 18 013 | −0,84 | 1 137 | 13,70 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 10 406 | −77,31 | 657 | −73,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 149 688 | −36,61 | 9 451 | −27,35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 471 | −28,49 | 219 | −17,98 | ||||
| 2025-05-14 | 13F | Quest Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 368 | −75,83 | 86 | −72,35 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 18 | −71,43 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 502 855 | −21,95 | 31 750 | −10,54 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 3 421 905 | −35,64 | 216 059 | −26,23 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 97 601 | −3,05 | 6 162 | 11,11 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 50 716 | −65,95 | 3 212 | −61,07 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10 964 | −1,53 | 692 | 12,89 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 11 293 | −35,12 | 713 | −25,57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 237 090 | −0,40 | 15 278 | 10,69 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 17 248 | −9,34 | 1 089 | 3,91 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 717 | −89,42 | 424 | −87,95 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 372 | −1,44 | 87 | 11,69 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 53 601 | −4,27 | 3 384 | 9,73 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 792 | −75,48 | 239 | −71,95 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18 365 | −0,50 | 984 | −3,81 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 970 | −93,46 | 314 | −92,52 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 12 588 | −41,53 | 795 | −33,05 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 360 297 | −4,51 | 85 889 | 9,44 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 211 | −93,97 | 266 | −93,11 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 031 | −1,47 | 381 | 12,76 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 125 043 | −0,56 | 7 895 | 13,97 | ||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 275 | −55,43 | 775 | −49,25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 682 097 | −6,31 | 43 054 | 7,28 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 4 181 | −87,00 | 264 | −85,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 160 221 | −1,42 | 10 116 | 12,99 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 73 649 | −0,05 | 4 650 | 14,56 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 3 191 | −65,57 | 201 | −60,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 472 | −34,20 | 724 | −24,58 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 37 527 | −1,94 | 2 369 | 12,38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 107 972 | −79,34 | 6 817 | −76,33 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23 347 | −2,91 | 1 474 | 11,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 167 334 | −14,64 | 10 565 | −2,18 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 085 | −89,72 | 447 | −88,22 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 282 988 | −8,99 | 17 868 | 4,30 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 264 | −88,46 | 17 | −87,30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 26 968 | −4,59 | 1 486 | −5,23 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 32 232 | −4,84 | 2 035 | 9,12 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 5 800 | −3,73 | 366 | 10,57 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 21 428 | −51,65 | 1 353 | −44,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14 759 | −9,59 | 1 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 7 401 | −2,12 | 467 | 12,26 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 851 | −57,26 | 496 | −51,04 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 838 | −0,39 | 874 | 14,12 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 11 449 | −73,20 | 723 | −69,32 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 179 | −56,66 | 327 | −50,30 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 42 527 | −59,04 | 2 685 | −53,06 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 486 | −36,39 | 94 | −27,34 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 139 | −89,72 | 2 029 | −88,22 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 31 107 | −48,03 | 1 964 | −44,52 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 25 191 | −91,39 | 1 591 | −90,14 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 583 | −12,77 | 353 | 0,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 6 727 | −7,42 | 425 | 6,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113 980 | −94,96 | 7 197 | −94,22 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 770 | −48,79 | 238 | −41,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 48 864 | −27,69 | 3 085 | −17,14 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 135 | −79,10 | 423 | −77,25 | ||||
| 2025-07-11 | 13F | Professional Advisory Services Inc | 352 595 | −2,21 | 22 | 15,79 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 494 666 | −1,23 | 31 233 | 13,21 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 7 861 | −19,47 | 496 | −7,64 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 964 | −54,19 | 124 | −47,46 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 30 484 | −0,42 | 1 925 | 14,12 | ||||
| 2025-06-03 | 13F | Invst, LLC | 76 886 | −52,20 | 4 236 | −52,51 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 90 659 | −11,78 | 5 724 | 1,11 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 41 823 | −30,03 | 2 641 | −19,83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 21 828 | −11,88 | 1 378 | 1,03 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 730 193 | −24,35 | 46 104 | −13,29 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 163 103 | −2,93 | 10 298 | 11,26 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 720 019 | −1,07 | 108 602 | 13,38 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 64 146 | −32,97 | 4 050 | −23,16 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6 342 | −98,92 | 400 | −98,76 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 8 674 | −0,86 | 548 | 13,72 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 5 159 | −75,24 | 284 | −75,41 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 34 932 | −5,02 | 2 206 | 8,84 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 40 461 | −15,87 | 2 555 | −3,59 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15 023 | −51,68 | 949 | −44,63 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 174 | −74,49 | 264 | −70,81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 756 848 | −9,81 | 47 787 | 3,36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7 163 | −20,91 | 452 | −9,24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 850 | −11,31 | 1 948 | 1,62 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 14 958 | −34,00 | 824 | −34,39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 539 252 | −0,91 | 34 048 | 13,57 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 14 351 | −3,59 | 906 | 10,49 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 19 904 | −1,40 | 1 257 | 12,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 848 874 | −37,65 | 243 018 | −28,54 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 103 805 | −0,72 | 6 554 | 13,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 040 | −50,89 | 129 | −43,86 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13 081 | −19,42 | 826 | −7,72 | ||||
| 2025-04-28 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 4 963 | −29,64 | 273 | −30,18 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81 940 | −14,03 | 5 174 | −1,47 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 16 125 | −54,83 | 1 013 | −48,52 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 43 335 | −70,33 | 2 736 | −65,99 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19 909 | −52,75 | 1 257 | −45,84 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 9 997 | −79,94 | 631 | −77,01 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 498 | −47,80 | 31 | −40,38 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 12 668 | −31,88 | 799 | −21,97 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15 733 | −90,53 | 993 | −89,15 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 12 994 | −74,23 | 820 | −70,47 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 61 093 | −4,62 | 3 857 | 9,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48 043 | −50,14 | 3 033 | −42,86 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5 055 | −1,10 | 319 | 13,52 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 35 444 | −1,45 | 2 238 | 12,92 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 178 | −98,61 | 74 | −98,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 805 | −23,81 | 114 | −13,08 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 444 | −16,33 | 190 | −17,11 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 24 337 | −7,59 | 1 537 | 5,93 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 17 712 | −0,89 | 1 118 | 13,62 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 70 500 | −22,11 | 4 451 | −10,73 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Lansing Street Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 102 112 | −1,33 | 6 447 | 13,09 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 6 294 | −75,15 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2 672 | −31,71 | 169 | −21,86 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 384 | −99,52 | 24 | −99,45 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 9 672 | −58,98 | 611 | −53,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 748 018 | −29,06 | 300 169 | −18,60 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 884 | −90,62 | 245 | −89,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94 574 | −44,44 | 5 971 | −36,32 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 15 312 | −16,50 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7 462 | −4,42 | 471 | 9,53 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112 212 | −66,81 | 7 | −61,11 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 10 947 | −21,22 | 691 | −9,67 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 94 | −97,12 | 6 | −97,21 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 59 019 | −2,85 | 3 726 | 11,36 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 633 133 | −28,81 | 103 116 | −18,41 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 8 412 | −70,92 | 531 | −66,67 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 460 | −72,04 | 29 | −67,78 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 61 996 | −2,27 | 3 914 | 12,02 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 6 665 | −78,72 | 424 | −75,48 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 157 328 | −30,67 | 9 934 | −20,54 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 415 | −87,88 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 548 817 | −49,85 | 34 652 | −42,52 | ||||
| 2025-05-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 431 970 | −1,70 | 27 274 | 12,66 | ||||
| 2025-04-29 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 118 702 | −13,90 | 6 539 | −14,46 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 277 236 | −60,02 | 17 505 | −54,18 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 3 568 | −4,95 | 225 | 9,22 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 26 158 | −20,80 | 1 652 | −9,24 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7 652 | −22,99 | 483 | −11,70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 590 453 | −61,89 | 163 561 | −56,32 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 764 | −64,96 | 1 058 | −59,85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 015 | −17,15 | 127 | 4,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 253 | −43,01 | 584 | −34,68 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 10 665 | −14,94 | 673 | −2,46 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 34 236 | −66,41 | 2 162 | −61,51 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 54 537 | −0,08 | 3 443 | 14,54 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 51 514 | −59,87 | 3 253 | −54,01 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 497 | −91,04 | 348 | −89,89 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 7 230 | −92,63 | 456 | −91,56 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 27 603 | −20,76 | 1 743 | −9,22 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 92 313 | −32,34 | 5 829 | −22,45 | ||||
| 2025-05-14 | 13F | First Trust Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 17 599 | −88,26 | 1 111 | −86,55 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 9 677 | −0,13 | 611 | 14,63 | ||||
| 2025-05-16 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 9 093 | −12,62 | 574 | 0,17 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 37 | −28,85 | 2 | 0,00 | ||||
| 2025-04-23 | 13F | Johnson Bixby & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 57 110 | −36,56 | 3 606 | −27,30 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 36 087 | −80,90 | 2 279 | −78,11 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 391 030 | −12,41 | 24 690 | 0,39 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 198 | −2,46 | 13 | 9,09 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 18 779 | −28,25 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Css Llc/il | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 22 129 | −38,92 | 1 397 | −29,97 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 726 094 | −0,09 | 45 846 | 14,51 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 805 | −0,07 | 367 | 14,38 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7 643 | −47,68 | 483 | −40,05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 230 830 | −38,36 | 14 575 | −29,35 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 589 | −15,25 | 2 121 | −2,89 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 260 501 | −17,52 | 14 351 | −18,06 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 102 062 | −34,90 | 6 444 | −25,38 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 203 | −88,64 | 329 | −87,00 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 3 304 | −29,16 | 209 | −18,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 219 552 | −12,42 | 13 862 | −0,17 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 11 692 | −13,74 | 753 | 0,94 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 56 704 | −3,89 | 3 580 | 10,15 | ||||
| 2025-04-29 | 13F | Conning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 47 463 | −25,36 | 2 997 | −14,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 525 | −19,93 | 1 485 | −8,22 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Gilliland Jeter Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 170 050 | −15,42 | 10 737 | −3,06 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 42 581 | −7,32 | 2 689 | 6,20 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 8 192 | −89,25 | 517 | −87,68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 263 | −76,05 | 17 | −73,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 304 823 | −28,85 | 398 087 | −18,46 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 33 338 | −13,11 | 2 105 | −0,43 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 196 978 | −0,50 | 12 437 | 14,05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 65 133 | −23,85 | 4 113 | −12,71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 161 566 | −8,50 | 10 201 | 4,87 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 10 200 | −89,08 | 644 | −87,49 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18 663 | −8,24 | 1 178 | 5,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 306 | −34,18 | 1 282 | −24,54 | ||||
| 2025-04-15 | 13F | First National Bank of Mount Dora, Trust Investment Services | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 821 707 | −6,30 | 51 883 | 7,39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9 521 | −7,15 | 601 | 6,56 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 412 | −73,03 | 1 415 | −69,08 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 22 797 | −32,79 | 1 439 | −22,97 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 | −98,31 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 180 306 | −6,41 | 11 385 | 7,26 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 15 529 | −2,59 | 981 | 10,99 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 224 | −73,98 | 14 | −70,21 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 76 204 | −33,07 | 4 812 | −23,42 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 291 | −0,51 | 334 | 14,38 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 180 904 | −4,42 | 11 556 | 12,35 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 747 | −86,37 | 237 | −84,40 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 87 445 | −1,19 | 5 521 | 13,25 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 713 305 | −35,61 | 45 038 | −26,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 604 | −43,52 | 1 490 | −35,27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15 228 | −11,12 | 961 | 1,91 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 584 | −64,73 | 37 | −60,44 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10 507 | −39,24 | 663 | −30,36 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | New Harbor Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 358 | −24,03 | 3 235 | −13,27 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 446 653 | −0,76 | 28 | 16,67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 771 118 | −34,27 | 49 | −25,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7 418 | −37,34 | 468 | −28,22 | ||||
| 2025-08-19 | 13F | State of Wyoming | 170 131 | −24,91 | 10 742 | −13,93 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 189 838 | −0,12 | 11 986 | 14,47 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18 937 | −70,49 | 1 196 | −66,20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 385 787 | −79,03 | 24 | −76,24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 234 383 | −69,30 | 14 799 | −64,81 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6 790 | −93,89 | 429 | −93,01 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 18 866 | −43,88 | 1 191 | −35,69 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 34 970 | −6,57 | 2 208 | 7,08 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 86 | −1,15 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 1 449 780 | −63,76 | 91 539 | −58,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14 680 | −24,15 | 927 | −13,13 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 363 | −98,09 | 149 | −97,82 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 125 065 | −45,10 | 7 897 | −37,08 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 216 | −89,22 | 1 | −90,00 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 198 779 | −15,75 | 12 515 | −3,87 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 105 | −13,56 | 764 | −0,91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 6 697 | −2,10 | 423 | 12,23 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 1 770 | −23,38 | 100 | −23,08 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 135 561 | −35,06 | 8 559 | −25,57 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16 725 | −15,78 | 1 056 | −3,39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | −96,99 | 14 | −96,69 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 12 430 | −96,36 | 785 | −95,83 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 225 359 | −14,74 | 14 157 | −2,78 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 804 | −64,24 | 366 | −59,06 | ||||
| 2025-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 361 | −0,69 | 338 | 13,80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 66 998 | −73,36 | 4 230 | −69,46 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 441 177 | −31,63 | 27 856 | −21,65 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 104 817 | −22,82 | 6 624 | −11,44 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15 362 | −17,56 | 970 | −5,56 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Phraction Management LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 4 930 | −23,68 | 280 | −23,35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 65 153 | −50,51 | 4 114 | −43,29 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 9 558 | −0,34 | 603 | 14,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35 723 | −77,03 | 2 256 | −73,68 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 6 955 | −13,12 | 439 | −0,23 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 695 358 | −8,25 | 612 165 | 5,16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 51 776 | −29,38 | 3 269 | −19,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 353 534 | −18,72 | 85 463 | −6,85 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 12 942 | −2,53 | 817 | 11,76 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 12 359 | −5,45 | 681 | −6,08 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 12 459 | −85,39 | 787 | −83,27 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 8 881 | −44,50 | 561 | −36,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 23 262 | −85,31 | 1 469 | −83,17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 157 | −73,39 | 10 | −71,87 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 10 342 | −98,51 | 653 | −98,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 153 | −3,27 | 73 | 9,09 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 36 173 | −13,39 | 2 284 | −0,74 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 37 958 | −58,13 | 2 397 | −52,02 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 706 | −57,34 | 45 | −51,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 | −99,50 | 1 | −100,00 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 61 919 | −4,11 | 3 910 | 9,90 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 67 339 | −7,98 | 4 252 | 5,46 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 119 165 | −1,59 | 7 524 | 12,79 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8 267 | −61,90 | 522 | −56,40 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 700 | −87,94 | 486 | −86,18 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 150 252 | −42,03 | 9 487 | −33,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29 408 | −5,34 | 1 857 | 8,47 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 93 571 | −7,96 | 5 908 | 5,50 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 12 893 | −92,67 | 814 | −91,60 |
