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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 011 | −0,30 | 272 | 11,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 796 | −8,00 | 2 408 | 2,08 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2 080 | −12,79 | 281 | −3,10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 84 368 | −7,93 | 11 415 | 2,18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 7 244 | −6,94 | 980 | 3,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 272 | −2,73 | 578 | 8,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 179 781 | −8,69 | 24 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 828 | −5,32 | 518 | 5,08 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9 489 | −0,22 | 1 284 | 10,70 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 188 | −16,44 | 25 | −7,41 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 987 274 | −9,40 | 268 878 | 0,55 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 6 989 | −11,55 | 946 | −1,87 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 169 | −14,85 | 564 | −5,37 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 691 | −1,54 | 2 394 | 9,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13 222 | −7,42 | 1 789 | 5,18 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 4 453 | −19,08 | 543 | −24,93 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 697 | −4,36 | 636 | 6,19 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 845 | −93,12 | 250 | −30,06 | ||||
| 2025-07-07 | 13F | Trust Co | 189 | −3,08 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 138 | −0,46 | 695 | 10,49 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 23 178 | −0,04 | 3 136 | 10,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 627 | −10,70 | 4 415 | −0,90 | ||||
| 2025-04-21 | 13F | Autumn Glory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bestgate Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 151 619 | −0,56 | 20 514 | 15,86 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 23 738 | −43,36 | 3 212 | −37,14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 748 | −0,18 | 913 | 10,80 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12 122 | −3,36 | 1 640 | 7,26 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 74 610 | −29,49 | 10 022 | −21,87 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 217 | −3,71 | 706 | 6,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 187 | −75,79 | 161 | −73,20 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 225 | −5,47 | 842 | 4,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 873 | −0,90 | 3 365 | 10,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5 750 | −6,28 | 778 | 4,02 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11 333 | −2,65 | 1 533 | 8,03 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 9 350 | −1,96 | 1 265 | 8,86 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558 | −13,76 | 75 | −3,85 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 5 465 | −2,45 | 746 | 20,91 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 970 | −1,31 | 808 | 9,50 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 166 132 | −0,34 | 22 | 10,00 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 683 | −84,16 | 1 | −100,00 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 95 766 | −2,19 | 12 957 | 8,56 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 2 810 | −17,55 | 380 | −8,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 315 843 | −0,50 | 42 734 | 10,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30 438 | −6,17 | 4 118 | 4,15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 843 | −15,75 | 3 632 | −6,51 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 17 310 | −4,42 | 2 336 | 4,76 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 2 389 | −20,29 | 323 | −11,51 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 37 389 | −5,75 | 5 059 | 4,61 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 732 | −3,68 | 911 | 6,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1 509 | −10,92 | 209 | 1,46 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 110 | −5,12 | 2 315 | 5,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 168 | −20,68 | 1 240 | −11,99 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 169 381 | −1,26 | 22 917 | 9,59 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 40 239 | −4,68 | 5 444 | 10,02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 713 | −4,88 | 638 | 5,46 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 41 738 | −9,28 | 5 647 | 0,68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 26 330 | −1,58 | 3 562 | 9,23 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 297 | −0,33 | 4 099 | 10,63 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3 192 | −2,36 | 432 | 8,29 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7 052 | −0,14 | 954 | 10,93 | ||||
| 2025-07-24 | 13F | Eastern Bank | 4 867 | −25,28 | 659 | −17,13 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 188 | −5,56 | 1 545 | 6,93 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4 018 | −19,32 | 544 | −10,54 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9 537 | −17,48 | 1 290 | −8,38 | ||||
| 2025-04-23 | 13F | Figure 8 Investment Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 3 132 | −0,57 | 425 | 18,11 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 3 502 | −39,58 | 474 | −33,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 188 404 | −7,38 | 25 491 | 2,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 8 134 | −34,19 | 1 102 | −22,30 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 633 | −70,96 | 1 583 | −67,59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 28 146 | −33,44 | 3 808 | −26,13 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 315 332 | −0,79 | 42 664 | 10,11 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 742 | −0,23 | 236 | 10,85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 916 | −2,42 | 530 | 8,18 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 865 | −20,64 | 117 | −11,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 220 992 | −6,11 | 29 900 | 4,20 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 512 613 | −19,22 | 745 857 | −10,35 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 11 400 | −3,98 | 1 542 | 6,57 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 987 | −23,52 | 675 | −15,11 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 27 473 | −3,10 | 3 349 | −8,30 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 277 563 | −1,24 | 37 554 | 9,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 044 180 | −0,66 | 141 278 | 10,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 453 | −27,85 | 738 | −19,98 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 95 998 | −4,92 | 13 014 | 8,77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 191 | −5,22 | 567 | 5,19 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 003 | −2,81 | 271 | 7,97 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 56 078 | −6,42 | 7 587 | 3,86 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 945 | −19,80 | 398 | −10,96 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 1 927 | −19,41 | 261 | −10,65 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 1 858 | −14,14 | 253 | −3,80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 706 | −0,35 | 231 | 10,58 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 10 232 | −2,33 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 802 | −15,51 | 2 003 | −6,23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 008 | −1,56 | 1 354 | 9,28 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 2 809 | −12,63 | 380 | −2,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 879 | −8,56 | 525 | 1,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 3 190 | −8,15 | 432 | 1,89 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 4 021 | −8,55 | 544 | 1,68 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 886 | −94,88 | 526 | −94,24 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 27 016 | −69,50 | 3 294 | −57,54 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 95 463 | −1,70 | 12 916 | 9,10 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 555 | −0,78 | 481 | 10,09 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 2 403 | −25,81 | 325 | −17,51 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 488 | −13,64 | 201 | −4,29 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 603 | −28,95 | 487 | −21,20 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 033 | −4,78 | 286 | 10,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 815 932 | −1,53 | 245 696 | 9,28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 121 708 | −3,83 | 16 468 | 6,73 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 294 | −4,50 | 175 | 6,06 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 870 | −63,79 | 2 959 | −59,81 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18 391 | −14,88 | 2 488 | −5,51 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 73 874 | −2,53 | 10 212 | 9,51 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 836 | −11,46 | 384 | −1,79 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 588 | −34,86 | 215 | −27,95 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 8 408 | −8,04 | 1 138 | 2,06 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 3 275 | −0,09 | 443 | 11,03 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 5 450 | −28,29 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 274 | −0,34 | 984 | 10,69 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39 300 | −1,81 | 5 317 | 8,98 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 2 655 | −12,09 | 359 | −2,45 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 19 411 | −0,66 | 2 626 | 10,24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 682 | −22,02 | 633 | −13,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 164 | −3,02 | 1 105 | 7,60 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 42 910 | −1,83 | 5 970 | 13,82 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 4 974 | −3,15 | 673 | 7,35 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 153 100 | −35,37 | 20 714 | −28,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 208 350 | −10,78 | 28 129 | −1,22 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 6 328 | −2,29 | 856 | 8,49 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7 499 | −7,04 | 1 015 | 3,15 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 11 384 | −0,39 | 1 575 | 12,58 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1 320 | −13,16 | 179 | −3,78 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6 133 | −4,62 | 830 | 5,87 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 2 103 | −2,46 | 285 | 8,40 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 13 683 | −3,03 | 1 851 | 7,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 771 | −66,32 | 645 | −64,64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 366 888 | −3,97 | 49 640 | 6,58 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 004 | −10,36 | 307 | −24,75 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 121 | −0,31 | 1 099 | 10,57 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 12 402 | −9,99 | 1 502 | −17,62 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 2 666 | −20,08 | 361 | −11,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 146 | −4,45 | 290 | 6,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 416 | −5,48 | 1 003 | 4,92 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 17 750 | −0,60 | 2 402 | 10,34 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 733 | −8,96 | 370 | 1,10 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 750 | −7,03 | 1 049 | 3,15 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 50 974 | −12,53 | 6 897 | −2,93 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 3 961 | −1,37 | 536 | 9,41 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 1 974 | −1,25 | 267 | 9,88 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 8 388 | −8,99 | 1 135 | 0,98 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 515 | −0,51 | 476 | 10,47 | ||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 481 | −0,24 | 336 | 10,56 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 682 | −43,63 | 904 | −37,44 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 8 806 | −5,15 | 1 191 | 5,31 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 4 442 | −1,11 | 601 | 5,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 20 768 | −4,22 | 2 810 | 6,28 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 739 | −0,78 | 2 400 | 10,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 068 165 | −0,17 | 1 768 123 | 10,79 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 134 027 | −12,10 | 18 134 | −2,45 | ||||
| 2025-04-10 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 171 555 | −0,07 | 23 211 | 10,91 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8 773 | −11,01 | 1 187 | −1,17 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 23 645 | −47,83 | 3 199 | −42,10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 266 357 | −1,34 | 306 638 | 9,49 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 833 | −0,96 | 654 | 9,93 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 1 739 | −28,99 | 235 | −21,14 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 211 | −16,91 | 299 | −7,72 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 17 174 | −11,64 | 2 324 | −1,94 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 7 170 | −12,93 | 970 | −3,29 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 880 | −3,12 | 660 | 7,49 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 271 912 | −9,17 | 36 790 | 0,81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54 659 | −1,19 | 7 395 | 9,67 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 78 808 | −0,70 | 10 663 | 10,20 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 119 203 | −2,60 | 16 128 | 8,10 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 347 | −56,37 | 318 | −51,60 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 2 354 | −1,22 | 319 | 9,66 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 640 | −1,02 | 1 611 | 11,88 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 11 972 | −5,85 | 1 620 | 4,45 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 090 | −90,32 | 255 | −90,87 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 827 | −10,80 | 7 283 | −1,01 | ||||
| 2025-04-22 | 13F | Davies Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 652 | −0,26 | 358 | 10,19 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 061 | −2,39 | 414 | 8,38 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 58 092 | −3,45 | 7 860 | 7,16 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 716 | −9,30 | 1 720 | 0,64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 69 886 | −0,01 | 9 456 | 10,97 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 32 056 | −81,74 | 3 908 | −82,72 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 906 | −2,04 | 1 340 | 8,77 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 228 | −18,73 | 166 | −9,78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 48 671 | −2,54 | 6 585 | 8,16 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 75 504 | −6,28 | 10 216 | 4,01 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 383 | −0,42 | 322 | 10,65 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 20 379 | −28,79 | 2 757 | −20,96 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 944 | −6,92 | 804 | 3,34 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 35 470 | −3,74 | 4 799 | 6,83 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 23 599 | −1,19 | 3 193 | 9,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 100 | −25,95 | 10 026 | −17,82 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 093 | −1,89 | 148 | 8,89 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 580 | −5,17 | 484 | 5,22 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 106 387 | −1,87 | 14 394 | 8,91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 849 | −2,06 | 2 009 | 8,71 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25 093 | −14,56 | 3 395 | −5,17 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 9 736 | −14,35 | 1 346 | −2,89 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 7 356 | −0,08 | 995 | 10,93 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 8 994 | −11,31 | 1 217 | −1,62 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 247 | −3,07 | 4 769 | 7,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 586 | −6,66 | 891 | 3,60 | ||||
| 2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 323 | −0,08 | 991 | 10,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 132 | −6,82 | 26 | 4,00 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 4 340 | −28,13 | 587 | −20,24 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 252 580 | −28,08 | 34 174 | −19,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 504 | −1,14 | 323 | 11,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 659 | −0,35 | 1 848 | 10,59 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 069 | −22,63 | 280 | −14,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 316 959 | −14,17 | 43 | −6,67 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16 453 | −20,68 | 2 226 | −12,02 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2 486 | −23,95 | 336 | −15,58 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 814 | −67,44 | 245 | −63,92 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 824 | −0,59 | 4 035 | 10,34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 317 | −4,37 | 4 102 | 5,34 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 32 265 | −3,18 | 4 365 | 7,46 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8 549 | −10,30 | 1 168 | 0,52 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 306 | −74,47 | 321 | −70,94 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9 893 | −3,84 | 1 339 | 6,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 329 752 | −6,19 | 44 725 | 4,37 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20 229 | −6,89 | 2 737 | 2,90 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 893 | −4,12 | 797 | 6,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 87 702 | −3,44 | 11 864 | 7,16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 49 777 | −29,07 | 6 735 | −21,28 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 114 522 | −0,02 | 13 866 | −8,47 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 3 692 | −11,95 | 500 | −2,35 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 1 762 | −5,17 | 238 | 5,31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24 951 | −3,57 | 3 376 | 7,01 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 412 | −60,30 | 191 | −57,08 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5 923 | −1,86 | 801 | 8,98 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 13 895 | −0,99 | 1 880 | 9,94 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6 093 | −1,41 | 824 | 9,43 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 24 452 | −7,06 | 3 308 | 3,15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 495 | −10,71 | 473 | −1,05 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 23 570 | −2,36 | 3 189 | 8,40 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1 586 | −30,77 | 215 | −23,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 4 802 | −3,07 | 650 | 7,63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 93 756 | −2,12 | 12 685 | 8,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 43 695 | −6,40 | 5 912 | 3,43 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Clarius Group, LLC | 170 946 | −2,07 | 23 129 | 8,68 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 7 750 | −11,82 | 1 049 | −2,15 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 27 337 | −2,26 | 3 699 | 8,48 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 129 612 | −0,06 | 17 537 | 10,92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 615 | −42,69 | 1 030 | −36,38 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 68 103 | −12,67 | 9 214 | −3,08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 050 | −8,91 | 819 | 1,11 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 957 | −0,35 | 806 | 10,71 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 7 653 | −4,94 | 1 035 | 5,40 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 25 924 | −0,47 | 3 508 | 10,46 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 296 | −19,82 | 581 | −11,03 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 13 972 | −0,29 | 1 890 | 10,66 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 11 212 | −0,27 | 1 517 | 10,73 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 1 781 | −2,09 | 241 | 8,60 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 111 297 | −10,68 | 15 059 | −0,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 501 | −15,94 | 69 | −1,45 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 764 | −0,12 | 780 | 10,81 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 79 912 | −2,48 | 10 812 | 8,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 24 548 | −1,71 | 3 321 | 9,10 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 7 542 | −9,45 | 1 020 | 0,49 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 245 | −5,40 | 1 792 | 5,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 318 | −16,56 | 1 396 | −12,31 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 032 | −3,25 | 410 | 7,33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 35 685 | −4,51 | 4 828 | 5,99 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 36 185 | −8,20 | 4 896 | 1,87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 940 | −0,07 | 5 539 | 10,91 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4 715 | −13,06 | 638 | −3,63 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 17 334 | −0,51 | 2 399 | 12,95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 353 | −36,61 | 318 | −29,65 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 874 | −0,24 | 2 013 | 10,73 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 609 | −9,44 | 353 | 0,28 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 8 560 | −0,75 | 1 158 | 10,18 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 4 907 | −9,08 | 664 | 0,91 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 554 | −14,92 | 887 | −5,64 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 190 | −25,86 | 161 | −17,44 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 143 048 | −9,13 | 16 684 | −13,07 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 678 | −20,16 | 1 039 | −11,43 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6 044 | −4,15 | 818 | 6,38 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2 644 | −11,48 | 358 | −1,92 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 815 | −0,93 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 562 | −24,97 | 76 | −16,48 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 12 770 | −5,93 | 1 728 | 4,41 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 11 040 | −8,65 | 1 494 | 1,36 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 5 305 | −3,42 | 718 | 1,41 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 531 | −12,81 | 72 | −4,05 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 15 319 | −0,38 | 2 073 | 10,57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 070 | −0,98 | 686 | 9,78 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 46 205 | −21,18 | 6 252 | −12,52 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 781 | −12,82 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 418 | −5,81 | 462 | 4,52 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 700 | −14,75 | 501 | −5,48 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 19 644 | −0,47 | 2 658 | 10,43 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 229 | −19,07 | 437 | −10,29 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 421 | −0,39 | 1 410 | 10,51 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 51 884 | −14,18 | 7 020 | −4,76 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 767 | −5,66 | 1 322 | 4,68 | ||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 436 | −20,87 | 600 | −12,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 714 | −2,97 | 1 314 | 7,70 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 44 405 | −2,33 | 6 | 20,00 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 2 800 | −9,94 | 379 | −0,26 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 994 | −4,95 | 405 | 5,47 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 929 | −1,71 | 396 | 9,09 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6 503 | −6,00 | 880 | 4,27 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 15 173 | −51,25 | 2 053 | −45,91 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 639 | −3,25 | 222 | 7,28 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37 849 | −75,47 | 5 121 | −72,78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 747 | −15,02 | 778 | −5,70 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 49 640 | −1,36 | 6 716 | 9,49 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4 095 | −2,82 | 554 | 7,99 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 50 760 | −3,64 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 5 105 | −2,65 | 691 | 7,98 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 23 873 | −95,91 | 3 230 | −95,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 67 342 | −2,47 | 9 111 | 8,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15 337 | −0,27 | 2 075 | 10,73 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6 810 | −44,32 | 921 | −38,23 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6 397 | −11,40 | 865 | −1,70 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 059 | −2,37 | 279 | 8,17 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 7 008 | −0,79 | 948 | 10,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 425 773 | −8,43 | 58 | 1,79 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 128 066 | −0,16 | 17 327 | 10,81 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 490 | −54,19 | 669 | −53,18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 135 | −8,13 | 1 236 | 1,90 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 19 783 | −5,75 | 2 677 | 4,61 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4 130 | −0,77 | 559 | 10,06 | ||||
| 2025-05-02 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 508 | −2,34 | 428 | −7,58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 052 | −0,21 | 819 | 10,69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 32 300 | −0,58 | 4 370 | 10,35 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 667 | −7,17 | 767 | 2,96 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13 237 | −7,52 | 1 791 | 2,64 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 18 | −83,78 | 2 | −84,62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 078 | −3,42 | 416 | 7,22 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 2 703 | −1,06 | 366 | 9,61 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7 258 | −0,01 | 982 | 11,09 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 910 | −10,78 | 3 370 | −0,97 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6 007 | −12,00 | 813 | −2,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 030 388 | −11,72 | 1 357 112 | −2,02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 82 256 | −5,68 | 11 129 | 4,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 930 | −54,68 | 396 | −52,40 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 |
