Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Signaturefd, Llc | 2 870 | −17,15 | 256 | −9,22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 23 201 | −1,94 | 2 070 | 7,14 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 042 117 | −1,22 | 92 978 | 7,89 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 857 | −9,53 | 255 | −1,17 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 96 959 | −0,95 | 8 651 | 8,18 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 61 530 | −10,99 | 5 490 | −2,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36 196 | −2,52 | 3 229 | 6,46 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 5 159 | −0,48 | 460 | 8,75 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 918 | −8,62 | 528 | −0,19 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 964 182 | −7,35 | 353 161 | 1,04 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 906 | −0,52 | 795 | 8,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23 141 | −3,36 | 2 065 | 5,52 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3 882 | −3,74 | 346 | 5,17 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 4 087 | −0,10 | 365 | 8,98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 733 187 | −32,50 | 65 415 | −26,28 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 3 740 | −1,55 | 334 | 7,42 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 36 175 | −5,79 | 3 228 | 2,90 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 5 579 | −5,79 | 498 | 2,90 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 131 697 | −8,13 | 11 746 | 0,16 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 24 932 | −3,02 | 2 224 | 5,90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 184 913 | −77,04 | 16 498 | −74,92 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 41 926 | −5,60 | 3 425 | −1,89 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 108 066 | −6,17 | 9 642 | 2,49 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | NSFKX - Natixis Sustainable Future 2050 Fund Class N | 27 064 | −7,40 | 2 292 | −1,42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 695 850 | −46,01 | 62 084 | −41,03 | ||||
| 2025-07-07 | 13F | Trust Co | 880 | −8,05 | 78 | 0,00 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | NSFJX - Natixis Sustainable Future 2045 Fund Class N | 23 926 | −3,88 | 2 026 | 2,37 | ||||
| 2025-04-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7 292 | −2,42 | 651 | 6,56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 74 | −48,25 | 7 | −45,45 | ||||
| 2025-06-30 | NP | NSFHX - Natixis Sustainable Future 2040 Fund Class N | 21 219 | −13,18 | 1 797 | −7,57 | ||||
| 2025-06-30 | NP | NSFGX - Natixis Sustainable Future 2035 Fund Class N | 14 373 | −8,99 | 1 217 | −3,03 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 217 800 | −1,07 | 19 432 | 8,05 | ||||
| 2025-06-30 | NP | NSFFX - Natixis Sustainable Future 2030 Fund Class N | 10 847 | −9,02 | 919 | −3,16 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 557 | −0,03 | 1 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 110 | −0,08 | 1 705 | 9,09 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 7 590 | −3,18 | 677 | 5,78 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 49 944 | −6,71 | 4 456 | 1,90 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 546 | −0,59 | 290 | 6,64 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 6 702 | −9,41 | 598 | −1,16 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 277 | −11,50 | 292 | −3,31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 31 974 | −3,10 | 2 853 | 5,83 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 91 699 | −4,06 | 8 181 | 4,78 | ||||
| 2025-05-07 | 13F | Metis Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 4 664 | −4,25 | 416 | 4,79 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 959 | −0,27 | 264 | 9,09 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 2 364 | −7,87 | 211 | 0,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 75 423 | −85,49 | 6 729 | −84,15 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 15 891 | −2,37 | 1 418 | 6,62 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 116 456 | −1,84 | 10 390 | 7,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 131 | −13,60 | 101 | −5,66 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 23 729 | −2,61 | 2 117 | 6,38 | ||||
| 2025-05-02 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 6 591 | −0,12 | 588 | 9,09 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 6 082 | −4,27 | 543 | 13,87 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 57 871 | −41,99 | 5 163 | −36,63 | ||||
| 2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 090 | −3,29 | 276 | 5,36 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 116 409 | −3,13 | 10 386 | 5,81 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197 306 | −5,69 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 19 995 | −93,91 | 2 | −96,15 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 521 531 | −4,97 | 46 531 | 3,79 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 195 400 | −33,94 | 17 434 | −28,49 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 3 679 | −4,12 | 326 | 4,15 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 10 468 | −1,40 | 934 | 7,61 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 882 | −15,68 | 2 398 | −7,91 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 43 319 | −1,33 | 3 865 | 7,75 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 22 512 | −1,84 | 2 009 | 7,21 | ||||
| 2025-05-15 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 282 864 | −2,78 | 25 237 | 6,19 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 18 699 | −0,12 | 1 668 | 9,09 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 13 798 | −4,66 | 1 231 | 4,15 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 883 | −6,97 | 317 | 0,00 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 21 750 | −5,32 | 1 941 | 3,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 086 | −7,99 | 989 | 0,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 24 736 | −23,27 | 2 207 | −16,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 175 774 | −15,72 | 15 683 | −7,96 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A 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 | 19 676 | −4,07 | 1 666 | 2,15 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 799 | −27,16 | 71 | −20,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 753 | −13,05 | 156 | −7,69 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | NSFBX - Natixis Sustainable Future 2015 Fund Class N | 1 453 | −17,35 | 123 | −11,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 312 | −14,47 | 117 | −6,40 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 8 653 | −26,14 | 772 | −19,25 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 25 047 | −8,30 | 2 235 | 0,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 106 334 | −14,29 | 98 699 | −6,47 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 11 163 | −0,36 | 996 | 8,74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 117 314 | −1,11 | 10 467 | 8,01 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 770 | −9,04 | 158 | −0,63 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 59 879 | −0,02 | 5 071 | 6,47 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A 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 | 14 394 | −5,57 | 1 219 | 0,50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 533 | −9,34 | 226 | −0,88 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 33 161 | −2,24 | 2 959 | 6,75 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 2 504 | −56,23 | 223 | −52,25 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 2 439 | −0,45 | 218 | 8,50 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 26 828 | −2,98 | 2 394 | 5,98 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 31 123 | −1,17 | 2 542 | 6,05 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A 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 | 9 917 | −8,82 | 840 | −2,89 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 7 807 | −17,56 | 697 | −9,96 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 418 | −29,81 | 216 | −23,49 | ||||
| 2025-06-30 | NP | NSFLX - Natixis Sustainable Future 2055 Fund Class N | 24 661 | −1,47 | 2 088 | 4,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 61 117 | −9,72 | 5 453 | −1,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 376 | −4,48 | 747 | 4,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 974 | −0,65 | 355 | 8,59 | ||||
| 2025-06-30 | NP | NSFDX - Natixis Sustainable Future 2020 Fund Class N | 2 065 | −14,67 | 175 | −9,37 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 393 | −4,59 | 214 | 4,41 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 83 813 | −0,10 | 7 391 | 12,34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 837 272 | −14,48 | 431 581 | −6,59 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 376 390 | −6,23 | 33 582 | 2,42 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 25 080 | −0,73 | 2 238 | 8,43 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 18 496 | −46,19 | 1 650 | −41,24 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 31 670 | −0,46 | 2 826 | 8,70 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional 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 | 14 946 | −9,23 | 1 266 | −3,36 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 29 291 | −0,86 | 2 613 | 8,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118 373 | −0,07 | 10 561 | 9,15 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1 121 283 | −0,01 | 100 041 | 9,21 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 141 548 | −1,16 | 12 629 | 7,94 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 25 596 | −1,89 | 2 284 | 7,13 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 135 637 | −5,00 | 12 102 | 3,76 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 127 804 | −2,48 | 11 403 | 6,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 830 | −15,82 | 342 | −8,09 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 794 | −54,81 | 65 | −53,62 | ||||
| 2025-06-30 | NP | NSFEX - Natixis Sustainable Future 2025 Fund Class N | 4 139 | −22,07 | 350 | −17,06 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 6 072 | −12,47 | 1 | |||||
| 2025-07-14 | 13F/A | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 750 | −11,76 | 67 | −2,94 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 448 | −1,06 | 1 021 | 8,04 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 3 430 | −11,12 | 306 | −2,86 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 141 238 | −13,34 | 12 602 | −5,35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 53 089 | −2,19 | 4 737 | 6,84 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12 091 | −7,99 | 1 079 | 0,47 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 155 251 | −0,71 | 13 851 | 8,45 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K 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 | 5 957 | −14,26 | 504 | −8,70 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3 921 | −13,90 | 350 | −6,18 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28 485 | −6,81 | 2 541 | 1,80 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 2 966 | −22,13 | 265 | −15,11 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 456 | −1,11 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 7 411 | −13,22 | 661 | −5,16 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3 778 | −4,88 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34 986 | −6,65 | 3 121 | 1,96 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 75 | −87,18 | 7 | −87,23 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 37 245 | −4,39 | 3 323 | 4,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33 843 | −3,11 | 3 019 | 5,82 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 498 | −14,70 | 401 | −6,74 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 145 | −12,23 | 190 | −5,03 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 530 265 | −0,38 | 47 311 | 8,81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 2 | −33,33 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 172 | −2,66 | 729 | 6,42 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 37 411 | −19,83 | 3 338 | −12,46 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 4 291 | −9,47 | 363 | −3,46 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 94 559 | −2,86 | 8 437 | 6,10 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 30 | −98,26 | 3 | −98,57 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 25 685 | −3,13 | 2 292 | 5,77 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 4 754 | −6,88 | 424 | 1,68 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 18 079 | −1,76 | 1 613 | 7,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 121 | −15,92 | 278 | −1,42 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 22 998 | −23,75 | 2 052 | −16,73 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional 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 | 20 147 | −11,61 | 1 706 | −5,85 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 10 813 | −0,51 | 965 | 8,68 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 13 499 | −0,13 | 1 204 | 9,06 | ||||
| 2025-06-30 | NP | NSFOX - Natixis Sustainable Future 2065 Fund Class N | 5 008 | −8,85 | 424 | −2,75 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 22 596 | −8,28 | 2 016 | 0,20 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 146 | −0,82 | 281 | 8,11 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 16 345 | −9,27 | 1 458 | −1,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 933 | −3,53 | 3 384 | 5,35 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 77 933 | −1,59 | 6 802 | −0,32 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 11 773 | −9,22 | 1 050 | −0,85 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 220 715 | −7,41 | 20 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 229 303 | −12,88 | 377 338 | −4,84 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 24 297 | −1,28 | 2 168 | 7,81 | ||||
| 2025-05-09 | 13F | Heritage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 939 | −0,87 | 173 | 8,18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 053 | −41,76 | 94 | −36,73 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 39 976 | −4,63 | 3 567 | 4,15 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 61 550 | −11,47 | 5 491 | −3,31 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 450 | −19,97 | 1 111 | −12,60 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 6 258 | −4,02 | 558 | 4,89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 12 849 | −3,53 | 1 146 | 5,43 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 3 288 | −3,09 | 293 | 5,78 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 6 378 | −2,22 | 569 | 6,95 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 9 913 | −5,84 | 884 | 2,79 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 32 324 | −4,78 | 2 884 | 3,97 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 623 | −1,77 | 1 394 | 7,24 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional 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 | 7 158 | −4,66 | 606 | 1,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 244 100 | −4,92 | 110 999 | 3,84 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 11 271 | −6,11 | 1 006 | 2,55 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 5 604 | −15,09 | 500 | −7,42 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 18 557 | −2,06 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4 310 | −5,13 | 384 | 3,50 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 15 283 | −32,62 | 1 364 | −26,40 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 6 485 | −9,98 | 549 | −4,02 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 5 730 | −0,03 | 511 | 9,19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 496 294 | −4,77 | 133 499 | 4,01 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10 070 | −10,72 | 898 | −2,50 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 415 759 | −2,62 | 37 094 | 6,36 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 649 063 | −3,57 | 504 009 | 5,32 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4 445 | −4,49 | 397 | 4,21 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 10 627 | −1,83 | 948 | 7,24 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 9 326 | −2,71 | 832 | 6,26 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 801 | −1,11 | 71 | 7,58 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 49 116 | −3,07 | 4 382 | 5,87 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 379 018 | −4,41 | 33 816 | 4,40 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 29 178 | −3,69 | 2 603 | 5,21 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 794 | −0,87 | 71 | 16,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 868 | −56,01 | 256 | −52,07 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8 261 | −91,57 | 737 | −90,79 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | West Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 823 830 | −18,93 | 74 | −12,05 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 10 380 | −0,37 | 926 | 8,81 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 868 | −1,92 | 256 | 7,14 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 11 908 | −4,02 | 1 062 | 4,84 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 9 309 | −12,04 | 831 | −3,94 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 701 | −15,80 | 509 | −8,14 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 411 | −6,21 | 483 | 2,34 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 123 599 | −25,68 | 11 | −15,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 057 | −6,22 | 1 879 | 2,40 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 549 546 | −0,02 | 49 031 | 9,19 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 574 | −3,87 | 319 | 4,95 | ||||
| 2025-06-30 | NP | NSFMX - Natixis Sustainable Future 2060 Fund Class N | 19 683 | −6,49 | 1 667 | −0,42 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 862 | −5,27 | 77 | 2,70 | ||||
| 2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bell Bank | 6 199 | −3,91 | 553 | 5,13 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A 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 | 17 846 | −2,98 | 1 511 | 3,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 269 107 | −1,84 | 24 010 | 7,20 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 355 | −12,99 | 32 | −6,06 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6 577 | −4,83 | 587 | 3,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 602 | −5,84 | 1 660 | 2,85 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 35 | −41,67 | 3 | −25,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 68 997 | −7,17 | 6 156 | 1,38 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 953 | −5,52 | 2 316 | 3,21 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional 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 | 7 761 | −1,42 | 657 | 4,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 518 | −40,07 | 135 | −29,69 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 559 | −4,71 | 139 | 4,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 |
