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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 129 043 | −33,82 | 5 664 | −33,74 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 164 783 | −0,76 | 7 232 | −0,65 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 140 | −61,96 | 6 | −62,50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 52 829 | −21,10 | 2 319 | −21,02 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 23 792 | −21,22 | 1 044 | −21,09 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 701 | −1,27 | 382 | −1,30 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 923 | −0,07 | 655 | 0,00 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46 375 | −10,23 | 2 030 | −10,38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 20 053 | −16,23 | 880 | −16,11 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 4 952 | −30,41 | 217 | −30,23 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 163 316 | −8,43 | 7 168 | −8,34 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 707 406 | −2,74 | 31 048 | −2,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57 135 | −23,51 | 2 508 | −23,43 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 34 500 | −67,14 | 1 514 | −67,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 61 209 | −35,27 | 2 683 | −33,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 175 359 | −15,35 | 51 588 | −15,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 666 | −8,57 | 0 | |||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 26 813 | −15,58 | 1 177 | −13,78 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 30 855 | −32,31 | 1 354 | −32,23 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73 957 | −7,32 | 3 246 | −7,23 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 5 980 | −43,04 | 262 | −43,04 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 43 048 | −7,90 | 1 889 | −6,53 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 284 | −0,54 | 276 | −0,36 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 103 | −21,32 | 92 | −21,37 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24 311 | −5,14 | 1 067 | −4,99 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 707 | −4,86 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 32 226 | −1,76 | 1 414 | −1,67 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 64 039 | −6,00 | 2 811 | −5,89 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 307 040 | −15,43 | 13 476 | −15,34 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 14 889 | −52,48 | 653 | −52,44 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 22 632 | −24,77 | 993 | −24,66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27 149 | −6,74 | 1 192 | −6,66 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 067 | −9,22 | 530 | −9,11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 116 056 | −52,02 | 5 094 | −51,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34 236 | −5,48 | 1 503 | −5,36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 45 700 | −30,40 | 2 006 | −30,33 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 35 326 | −0,11 | 1 550 | 0,00 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 204 174 | −30,98 | 9 | −33,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 303 | −1,22 | 277 | −1,08 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 13 611 | −6,36 | 597 | −6,28 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 654 | −39,74 | 248 | −39,66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 864 | −7,87 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 33 010 | −72,50 | 1 449 | −72,48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 285 | −0,70 | 13 | 0,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53 910 | −71,91 | 2 366 | −71,77 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 24 822 | −3,80 | 1 089 | −3,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 114 | −79,09 | 619 | −79,07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25 559 | −2,72 | 1 122 | −2,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 539 574 | −18,70 | 23 682 | −18,61 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 17 957 | −2,44 | 788 | −2,23 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 23 | −90,91 | 1 | −90,91 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97 205 | −5,68 | 4 266 | −5,56 | ||||
| 2025-08-11 | 13F | Eq Llc | 20 790 | −4,10 | 912 | −4,00 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 403 | −0,28 | 1 159 | −0,17 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 46 263 | −3,87 | 2 030 | −3,75 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 271 | −9,79 | 363 | −9,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 963 | −84,43 | 920 | −84,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 899 | −95,12 | 39 | −95,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 049 | −3,91 | 266 | −2,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 195 | −70,73 | 272 | −70,77 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 12 856 | −2,90 | 564 | −2,76 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 364 | −9,87 | 279 | −9,71 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 52 553 | −87,42 | 2 307 | −87,41 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 950 | −94,12 | 42 | −94,21 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7 815 | −0,22 | 343 | 0,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 65 309 | −7,42 | 2 866 | −7,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 76 685 | −3,66 | 3 366 | −3,55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 906 | −24,39 | 2 498 | −24,31 | ||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 90 823 | −2,70 | 3 986 | −2,59 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17 170 | −3,05 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 860 155 | −8,46 | 38 | −9,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 410 307 | −12,81 | 281 348 | −12,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 132 171 | −4,45 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 479 228 | −30,92 | 21 033 | −30,84 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 195 132 | −6,88 | 8 565 | −5,61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 127 | −68,49 | 6 | −70,59 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 136 837 | −1,88 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 42 846 | −7,22 | 1 881 | −7,11 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47 611 | −18,82 | 2 090 | −18,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 51 751 | −3,85 | 2 271 | −3,73 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 77 827 | −67,06 | 3 416 | −67,03 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 209 809 | −2,95 | 9 209 | −2,84 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 503 | −61,37 | 285 | −61,33 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20 201 | −14,86 | 887 | −14,81 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 13 812 | −15,21 | 606 | −15,13 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 43 916 | −3,12 | 1 927 | −3,02 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 58 055 | −0,93 | 2 548 | −0,82 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 5 490 | −29,73 | 241 | −29,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219 408 | −5,46 | 9 630 | −5,36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 471 877 | −3,90 | 20 711 | −3,79 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 939 | −6,73 | 612 | −6,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 379 | −97,25 | 1 | −97,78 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 9 547 | −14,06 | 419 | −13,96 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 788 | −64,97 | 386 | −64,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 125 025 | −7,59 | 5 487 | −7,49 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Laraway Financial Inc | 20 739 | −2,64 | 910 | −2,47 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 82 195 | −11,08 | 3 608 | −10,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 133 | −51,31 | 50 | −51,96 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 811 | −11,32 | 123 | −10,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 26 327 | −69,65 | 1 155 | −69,63 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 58 531 | −4,17 | 2 569 | −3,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 219 670 | −17,32 | 229 091 | −17,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 19 290 | −51,80 | 847 | −51,77 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 836 | −9,37 | 212 | −9,01 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 029 | −3,54 | 265 | −3,65 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36 560 | −23,38 | 1 605 | −23,29 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 77 179 | −4,87 | 3 387 | −2,84 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 129 | −16,67 | 2 727 | −16,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 824 333 | −13,52 | 36 | −12,20 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7 256 | −0,63 | 318 | −0,62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 297 891 | −49,13 | 13 074 | −49,07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14 029 | −43,79 | 617 | −43,69 | ||||
| 2025-05-01 | 13F | Rik Saylor Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36 050 | −9,37 | 1 582 | −9,24 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 126 401 | −72,02 | 5 548 | −71,99 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 37 391 | −1,41 | 1 641 | −1,26 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 219 | −23,33 | 405 | −23,34 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 37 897 | −2,83 | 1 663 | −2,69 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 54 336 | −1,44 | 2 356 | −1,42 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 796 | −96,90 | 167 | −96,91 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 630 | −38,66 | 28 | −38,64 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 17 146 | −66,58 | 753 | −66,55 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 461 | −85,82 | 415 | −85,81 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 874 | −98,55 | 214 | −98,55 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 102 169 | −16,98 | 4 484 | −16,89 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 80 306 | −2,18 | 3 525 | −2,08 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18 444 | −6,19 | 809 | −6,04 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4 938 | −0,56 | 217 | −0,46 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 120 142 | −62,54 | 5 250 | −62,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 50 228 | −17,87 | 2 205 | −17,79 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 6 041 | −12,35 | 265 | −12,25 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 102 625 | −1,28 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 784 | −5,73 | 342 | −5,54 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 42 512 | −1,46 | 1 866 | −1,37 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 44 001 | −0,94 | 1 931 | −0,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 729 977 | −18,12 | 32 039 | −18,03 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 115 462 | −10,25 | 5 068 | −10,16 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 12 647 | −9,55 | 555 | −9,31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 177 | −12,34 | 315 | −12,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 423 | −87,14 | 765 | −87,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 257 | −59,67 | 1 899 | −59,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 61 514 | −18,69 | 2 700 | −18,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 298 695 | −17,97 | 13 110 | −17,88 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20 568 | −24,21 | 902 | −24,14 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 33 485 | −6,40 | 1 470 | −6,31 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 898 | −15,97 | 522 | −15,81 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 13 582 | −1,68 | 596 | −1,49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 051 | −41,54 | 1 275 | −41,46 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 37 564 | −0,85 | 1 649 | −0,72 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 75 656 | −20,91 | 3 321 | −20,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 488 028 | −9,13 | 372 540 | −9,03 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 56 448 | −4,81 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 351 178 | −30,57 | 15 413 | −30,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 24 048 | −37,19 | 1 055 | −37,13 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 841 875 | −0,17 | 36 950 | −0,06 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30 021 | −4,23 | 1 318 | −4,15 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 15 693 | −23,76 | 689 | −23,73 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 894 | −81,98 | 2 058 | −81,96 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 442 | −11,06 | 2 389 | −10,96 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 846 764 | −75,08 | 37 164 | −75,05 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 127 081 | −24,29 | 5 564 | −23,09 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 252 | −16,56 | 11 | −15,38 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 8 517 | −11,89 | 374 | −11,82 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 215 435 | −4,88 | 9 455 | −4,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116 494 | −4,31 | 5 113 | −4,22 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15 897 | −2,64 | 698 | −2,52 | ||||
| 2025-07-18 | 13F | Vicus Capital | 11 343 | −70,63 | 498 | −70,63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15 969 | −3,05 | 701 | −2,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 723 404 | −17,14 | 119 530 | −17,04 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 16 603 | −92,84 | 729 | −92,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 536 175 | −8,57 | 23 533 | −8,47 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 37 393 | −12,82 | 1 641 | −12,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 252 649 | −9,62 | 11 089 | −9,52 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 004 | −18,08 | 395 | −17,88 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 119 006 | −6,89 | 5 223 | −6,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 738 055 | −21,99 | 32 393 | −21,90 |
