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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 5 495 | −18,50 | 215 | −8,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 24 919 | −31,52 | 976 | −23,21 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7 149 | −34,38 | 280 | −26,58 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 002 | −6,54 | 274 | 4,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 315 476 | −6,56 | 90 697 | 4,72 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 575 | −4,96 | 23 | 4,76 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 5 386 | −39,15 | 211 | −32,04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 14 293 | −3,29 | 560 | 8,33 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 144 | −1,81 | 280 | 9,84 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3 493 | −2,51 | 138 | 9,60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 66 139 | −4,57 | 2 610 | 7,72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 968 | −24,20 | 38 | −15,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 450 727 | −9,14 | 17 655 | 1,83 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 9 061 | −16,15 | 355 | −6,10 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 765 | −1,52 | 227 | 11,27 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 30 981 | −1,20 | 1 214 | 10,78 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7 595 | −32,06 | 297 | −23,85 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 79 | −5,95 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 61 402 | −1,83 | 2 405 | 10,02 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 20 262 | −0,09 | 794 | 12,01 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16 056 | −1,15 | 629 | 10,76 | ||||
| 2025-07-07 | 13F | Trust Co | 23 998 | −8,63 | 940 | 2,40 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 63 456 | −17,35 | 2 486 | −7,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 46 291 | −6,79 | 1 813 | 4,50 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 692 | −43,90 | 145 | −37,12 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 97 917 | −58,95 | 3 835 | −53,99 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 15 681 | −0,53 | 614 | 11,64 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 229 588 | −0,04 | 8 993 | 12,02 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 6 560 | −3,16 | 257 | 8,47 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 412 | −5,29 | 14 | 0,00 | ||||
| 2025-04-23 | 13F | JB Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 16 936 | −7,00 | 663 | 4,25 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 30 513 | −2,15 | 1 195 | 9,73 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 13 934 | −12,16 | 546 | −1,62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 181 | −86,67 | 281 | −85,07 | ||||
| 2025-04-17 | 13F | Affinity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 361 975 | −8,84 | 14 179 | 2,16 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 22 877 | −6,78 | 896 | 4,55 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 210 770 | −13,19 | 8 256 | −2,86 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 285 073 | −4,45 | 11 166 | 7,09 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 35 796 | −14,21 | 1 402 | −3,84 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 364 | −0,57 | 445 | 11,53 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 20 122 | −2,34 | 788 | 9,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 6 684 | −11,07 | 262 | −0,38 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 34 227 | −0,06 | 1 341 | 12,04 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 18 047 | −0,50 | 707 | 11,53 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 6 147 | −0,05 | 241 | 12,15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 8 244 | −5,08 | 323 | 6,27 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 6 810 | −8,31 | 267 | 2,70 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 15 424 | −1,10 | 604 | 10,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 330 820 | −0,24 | 12 958 | 11,81 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 143 962 | −5,27 | 5 639 | 6,16 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 32 656 | −5,13 | 1 279 | 6,32 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 5 866 | −27,53 | 205 | −25,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 215 | −7,26 | 1 693 | 3,93 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7 311 | −5,25 | 286 | 6,32 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 325 | −30,37 | 52 | −22,73 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 37 307 | −2,20 | 1 461 | 9,60 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 393 | −12,48 | 329 | −2,09 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 62 537 | −37,46 | 2 449 | −29,94 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 6 334 | −1,77 | 248 | 10,22 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 454 424 | −2,30 | 605 350 | 9,50 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 775 | −2,27 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 110 379 | −2,11 | 4 324 | 9,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 522 663 | −7,90 | 59 662 | 3,22 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 33 350 | −4,98 | 1 306 | 6,53 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 687 | −5,16 | 575 | 6,28 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24 214 | −6,01 | 966 | 7,33 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 48 713 | −29,97 | 1 908 | −21,51 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 14 227 | −4,52 | 557 | 7,12 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41 935 | −6,87 | 1 643 | 4,39 | ||||
| 2025-08-12 | 13F | Bokf, Na | 56 294 | −1,95 | 2 205 | 9,92 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 10 460 | −3,15 | 410 | 8,49 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 41 089 | −4,18 | 1 609 | 7,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14 363 | −2,53 | 563 | 9,13 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 904 676 | −0,01 | 35 418 | 12,10 | ||||
| 2025-08-11 | 13F | Eq Llc | 28 198 | −40,83 | 1 104 | −33,69 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 420 944 | −2,99 | 94 828 | 8,72 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 37 230 | −20,74 | 1 458 | −11,15 | ||||
| 2025-04-18 | 13F | Bfsg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 285 | −19,03 | 11 | −8,33 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 004 | −13,45 | 39 | −2,50 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 446 | −21,48 | 17 | −10,53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122 150 | −73,87 | 4 785 | −70,72 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 704 | −4,68 | 419 | 6,89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 308 102 | −49,62 | 12 068 | −43,54 | ||||
| 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 | 21 262 | −2,28 | 748 | 0,13 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 430 | −26,01 | 604 | −17,03 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 64 235 | −0,02 | 2 259 | 2,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 871 300 | −2,39 | 73 299 | 9,39 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 716 | −16,35 | 224 | −6,30 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 140 042 | −7,32 | 5 485 | 3,88 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 937 | −16,54 | 273 | −5,86 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 893 | −3,42 | 623 | 8,17 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 46 255 | −0,88 | 1 812 | 11,10 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 511 327 | −24,45 | 176 709 | −15,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 799 | −3,96 | 1 011 | 7,68 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 11 290 | −93,79 | 442 | −93,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 049 | −81,59 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 12 492 | −4,00 | 489 | 7,47 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 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 | 15 519 | −1,65 | 546 | 0,74 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 882 | −2,34 | 74 | 8,96 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 363 178 | −2,19 | 14 226 | 9,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 405 | −10,79 | 525 | −0,38 | ||||
| 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 | 10 702 | −4,85 | 376 | −2,59 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6 670 | −0,82 | 261 | 11,06 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 5 523 | −5,96 | 216 | 5,37 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 24 600 | −13,45 | 964 | −3,02 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 398 | −31,27 | 94 | −23,14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 77 289 | −22,58 | 3 027 | −13,22 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 61 391 | −18,90 | 2 405 | −9,15 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 132 | −3,52 | 1 141 | 8,15 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 307 | −9,05 | 51 | 2,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21 688 | −25,87 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 105 860 | −1,38 | 4 147 | 10,53 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 147 | −86,03 | 672 | −84,36 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12 270 | −8,81 | 481 | 2,13 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 34 776 | −0,51 | 1 362 | 11,55 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 4 753 | −1,02 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 853 | −15,92 | 464 | −5,69 | ||||
| 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 | 16 107 | −5,83 | 566 | −3,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 38 | −89,53 | 2 | −91,67 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6 221 | −0,30 | 248 | 13,76 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 39 153 | −17,17 | 1 534 | −7,20 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 423 | −3,72 | 447 | 7,97 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 426 514 | −1,11 | 55 877 | 10,83 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 88 687 | −2,38 | 3 474 | 9,39 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 85 829 | −2,48 | 3 362 | 9,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 276 | −6,85 | 363 | 4,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 732 | −11,67 | 577 | −0,86 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 167 200 | −2,13 | 6 549 | 9,70 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 22 367 | −1,54 | 876 | 10,47 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 25 752 | −1,99 | 1 009 | 9,80 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 16 109 | −71,22 | 631 | −67,79 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 323 | −5,43 | 52 | 10,87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 17 915 | −1,50 | 702 | 10,39 | ||||
| 2025-05-02 | 13F | Massachusetts Financial Services Co /ma/ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 226 191 | −3,21 | 8 860 | 8,47 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 8 322 | −48,44 | 326 | −42,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 426 | −13,37 | 56 | −3,51 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 492 | −9,58 | 98 | 2,11 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 18 239 | −1,10 | 714 | 10,87 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 36 435 | −1,89 | 1 427 | 10,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 830 | −16,55 | 307 | −6,42 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 13 207 | −0,58 | 517 | 11,42 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 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 | 6 538 | −7,28 | 230 | −4,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 66 275 | −2,54 | 2 596 | 14,32 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 120 450 | −3,59 | 4 146 | −5,06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14 421 | −1,56 | 580 | 13,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 877 | −34,06 | 34 | −26,09 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 316 | −35,71 | 208 | −28,03 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 23 638 | −7,62 | 926 | 3,47 | ||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 4 634 | −6,02 | 163 | −4,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 778 | −15,41 | 70 | −5,48 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 779 | −17,04 | 31 | −6,25 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 14 532 | −2,71 | 569 | 9,00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9 097 | −13,34 | 356 | −3,26 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 500 | −1,86 | 255 | 9,96 | ||||
| 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 | 21 658 | −8,48 | 761 | −6,28 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 417 101 | −6,84 | 16 | 6,67 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | W Advisors, Llc | 5 835 | −5,64 | 229 | 5,56 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 21 116 | −7,52 | 827 | 3,63 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6 163 | −15,22 | 241 | −5,12 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 335 638 | −33,47 | 13 | −23,53 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1 855 | −2,52 | 73 | 9,09 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13 363 | −28,34 | 523 | −16,05 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 16 101 | −1,68 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12 151 | −2,64 | 476 | 8,94 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 15 971 | −1,34 | 626 | 10,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 970 | −50,73 | 469 | −44,88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 955 | −50,17 | 116 | −44,44 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 643 | −35,89 | 25 | −28,57 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 19 179 | −4,89 | 751 | 6,68 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 8 186 | −4,73 | 321 | 6,67 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 581 197 | −2,14 | 218 615 | 9,68 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 6 956 | −10,00 | 245 | −7,92 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 31 181 | −2,82 | 1 221 | 8,92 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 352 124 | −0,78 | 13 793 | 11,19 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 19 884 | −11,96 | 779 | −1,39 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6 561 | −0,32 | 257 | 11,30 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 914 | −19,41 | 1 798 | −9,69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 621 600 | −0,75 | 24 348 | 11,24 | ||||
| 2025-08-21 | NP | MXENX - Great-West Emerging Markets Equity Fund Institutional Class | 71 404 | −58,87 | 2 797 | −53,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 782 025 | −0,10 | 30 632 | 11,96 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 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 | 7 665 | −0,27 | 270 | 2,28 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 8 626 | −9,39 | 338 | 1,51 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 132 | −15,38 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 390 | −9,09 | 15 | 7,14 | ||||
| 2025-08-07 | 13F | Commerce Bank | 16 818 | −6,66 | 659 | 4,61 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11 432 | −1,24 | 448 | 10,64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 510 844 | −6,14 | 20 010 | 5,19 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 188 | −4,71 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 882 | −1,49 | 230 | 10,58 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 434 498 | −9,07 | 173 358 | 1,71 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 31 107 | −3,71 | 1 218 | 7,88 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 678 | −1,06 | 457 | 10,92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 91 918 | −0,14 | 3 600 | 11,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 315 | −14,48 | 247 | −4,26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 893 | −0,97 | 309 | 11,15 | ||||
| 2025-04-09 | 13F | West Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 230 | −59,63 | 87 | −54,92 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 17 925 | −16,65 | 702 | −6,52 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 11 780 | −5,59 | 461 | 5,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 671 554 | −0,26 | 65 475 | 11,78 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 590 | −7,44 | 728 | 3,85 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 6 668 | −11,48 | 261 | −0,76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 14 603 | −1,01 | 572 | 11,07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 8 692 | −20,33 | 340 | −10,76 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 78 393 | −0,39 | 3 071 | 11,64 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 766 | −94,07 | 30 | −93,57 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 19 872 | −1,20 | 778 | 10,83 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 13 621 | −23,08 | 534 | −13,75 | ||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 8 043 | −21,76 | 315 | −12,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21 772 | −42,80 | 853 | −35,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 063 382 | −29,58 | 80 823 | −21,08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 892 | −5,81 | 35 | 3,03 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 173 347 | −1,11 | 6 790 | 10,82 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7 351 | −3,23 | 288 | 8,30 |
