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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 914 | −13,92 | 3 159 | −13,97 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 158 066 | −5,07 | 8 065 | −5,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 377 052 | −10,65 | 19 237 | −10,70 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 37 824 | −2,08 | 1 930 | −2,13 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 24 070 | −9,45 | 1 228 | −9,44 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3 907 | −7,72 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12 594 | −2,60 | 643 | −1,23 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 226 944 | −5,75 | 11 579 | −5,81 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 13 771 | −1,45 | 703 | −1,54 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 92 055 | −11,00 | 4 697 | −11,06 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 852 | −94,98 | 248 | −95,00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 5 712 | −5,94 | 291 | −6,13 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 8 999 | −17,91 | 459 | −17,89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 501 737 | −8,37 | 25 599 | −8,42 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 70 250 | −3,33 | 3 584 | −3,03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28 739 | −70,34 | 1 466 | −70,36 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 9 734 | −13,45 | 497 | −13,59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347 073 | −23,69 | 17 708 | −23,73 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5 850 | −42,44 | 298 | −42,47 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 918 | −55,71 | 403 | −55,81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 423 777 | −6,13 | 21 621 | −6,18 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 167 | −20,24 | 519 | −20,03 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 398 | −2,22 | 224 | −2,18 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 16 690 | −27,04 | 852 | −27,08 | ||||
| 2025-05-07 | 13F | Mycio Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14 548 | −3,41 | 742 | −3,39 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 203 | −4,89 | 470 | −4,87 | ||||
| 2025-07-28 | 13F | Essex LLC | 5 468 | −19,86 | 279 | −20,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 8 368 | −3,32 | 427 | −3,40 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 500 985 | −31,97 | 25 560 | −32,01 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 7 271 | −50,00 | 371 | −50,13 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 71 140 | −12,69 | 4 | −25,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 156 | −38,51 | 59 | −37,89 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8 207 | −41,62 | 419 | −41,70 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 56 681 | −93,56 | 2 892 | −93,56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 869 | −79,83 | 44 | −79,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 509 | −14,02 | 26 | −16,67 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13 862 | −21,86 | 707 | −21,88 | ||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 390 | −17,89 | 20 | −20,83 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 36 370 | −0,76 | 1 856 | −0,80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 522 976 | −13,33 | 27 | −13,33 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 40 079 | −2,49 | 2 045 | −2,57 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 23 100 | −0,78 | 1 179 | −0,51 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 80 667 | −1,62 | 4 110 | −1,37 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 26 703 | −10,14 | 1 362 | −10,22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 848 010 | −9,84 | 43 265 | −9,89 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20 039 | −12,85 | 1 022 | −12,87 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 33 912 | −15,88 | 1 730 | −15,90 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30 437 | −10,64 | 1 553 | −10,70 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 111 302 | −62,15 | 5 679 | −62,18 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 205 374 | −11,60 | 10 478 | −11,65 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 11 141 | −4,91 | 568 | −5,02 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 6 718 | −3,99 | 343 | −4,20 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 556 444 | −20,95 | 28 | −20,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 54 578 | −19,32 | 2 785 | −19,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 164 134 | −29,12 | 8 374 | −29,16 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 093 | −4,27 | 311 | −4,32 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 888 666 | −8,83 | 45 340 | −8,88 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73 753 | −4,99 | 3 763 | −4,74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21 974 | −33,02 | 1 | 0,00 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −142 | −33,95 | −7 | −30,00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 19 465 | −3,82 | 993 | −3,87 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 911 | −4,57 | 557 | −4,63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 441 | −20,34 | 74 | −20,65 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12 299 | −18,78 | 628 | −18,78 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 41 192 | −10,16 | 2 102 | −10,21 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 150 | −6,74 | 212 | −7,05 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 155 327 | −1,03 | 7 925 | −1,10 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 11 426 | −66,14 | 583 | −66,20 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 22 556 | −27,49 | 1 151 | −27,54 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 122 357 | −7,91 | 6 215 | −8,63 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 252 | −25,85 | 471 | −25,83 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 27 218 | −76,01 | 1 389 | −76,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 19 673 | −15,23 | 1 004 | −15,29 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31 655 | −10,94 | 1 615 | −10,97 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 326 | −10,29 | 476 | −10,38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18 487 | −26,23 | 943 | −26,27 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 28 751 | −2,88 | 1 467 | −2,98 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70 602 | −56,42 | 3 602 | −56,44 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 7 020 | −21,96 | 358 | −22,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 537 | −40,17 | 589 | −40,24 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 41 798 | −2,93 | 2 133 | −3,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 380 | −22,62 | 326 | −22,62 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 5 673 | −21,15 | 289 | −21,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34 096 | −20,72 | 1 740 | −20,77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7 556 | −5,57 | 386 | −5,64 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6 954 | −22,41 | 355 | −22,54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41 683 | −34,89 | 2 127 | −34,93 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 989 | −7,57 | 50 | −7,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26 731 | −5,73 | 1 364 | −5,81 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 142 622 | −2,50 | 7 277 | −2,56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 219 | −2,96 | 777 | −3,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 8 863 | −2,25 | 452 | −2,16 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13 645 | −18,53 | 696 | −18,50 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 15 250 | −50,93 | 778 | −50,95 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 22 383 | −40,48 | 1 141 | −40,66 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 23 | −94,61 | 1 | −95,24 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 820 | −16,05 | 1 623 | −16,12 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 13 979 | −0,38 | 711 | −0,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 959 410 | −10,47 | 99 770 | −10,70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 526 | −18,80 | 894 | −18,80 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 373 | −35,43 | 3 | −40,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 481 | −3,46 | 127 | −3,82 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 640 | −38,46 | 33 | −39,62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 24 670 | −1,58 | 1 259 | −1,33 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 15 785 | −1,92 | 805 | −1,95 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 24 541 | −5,72 | 1 252 | −5,72 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 16 532 | −10,55 | 843 | 743,00 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 4 956 | −78,69 | 253 | −78,77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72 084 | −8,60 | 3 678 | −8,67 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 792 | −34,85 | 449 | −34,88 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 9 536 | −16,18 | 487 | −16,21 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 397 908 | −5,94 | 20 301 | −6,00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 83 986 | −1,85 | 4 287 | −1,52 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 615 | −32,19 | 337 | −32,33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 44 812 | −14,04 | 2 286 | −14,09 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 183 834 | −1,14 | 9 353 | −0,67 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 132 461 | −5,86 | 6 758 | −5,92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 277 120 | −16,27 | 14 139 | −16,32 | ||||
| 2025-05-09 | 13F | Haverford Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242 992 | −21,36 | 12 397 | −21,40 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 9 013 | −9,49 | 460 | −9,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 689 | −1,18 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 935 | −1,28 | 303 | −1,31 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 36 939 | −6,02 | 1 885 | −6,08 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9 949 | −11,60 | 508 | −11,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55 638 | −2,87 | 2 839 | −2,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 265 710 | −49,39 | 13 554 | −49,43 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 167 264 | −0,50 | 8 534 | −0,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 303 840 | −11,80 | 15 502 | −11,86 | ||||
| 2025-08-12 | 13F | Nutshell Asset Management Ltd | 23 026 | −90,18 | 1 175 | −90,19 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 227 282 | −0,07 | 11 596 | −0,14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2 470 705 | −15,80 | 126 055 | −15,85 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4 263 | −36,02 | 217 | −36,18 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 628 | −12,49 | 593 | −12,54 | ||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −85 | −48,48 | −4 | −50,00 | |||
| 2025-08-14 | 13F | Betterment LLC | 231 854 | −5,41 | 12 | −8,33 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 337 | −3,36 | 1 446 | −3,41 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 183 | −99,51 | 9 | −99,53 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30 112 | −10,67 | 1 537 | −10,38 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31 140 | −0,63 | 1 587 | −0,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 582 622 | −3,72 | 29 725 | −3,77 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 34 734 | −52,60 | 1 772 | −52,62 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 5 564 | −3,64 | 284 | −3,74 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4 307 | −15,55 | 220 | −15,77 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 15 132 | −34,38 | 772 | −34,41 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 131 824 | −1,06 | 7 | 0,00 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 960 948 | −16,62 | 100 048 | −16,67 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 3 960 | −37,74 | 202 | −37,65 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 15 670 | −9,88 | 799 | −9,92 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 5 062 | −39,61 | 258 | −39,58 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 81 084 | −50,24 | 4 137 | −50,27 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 429 690 | −5,12 | 21 923 | −5,17 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23 601 | −0,67 | 1 204 | −0,66 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 504 762 | −4,44 | 25 753 | −4,50 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15 628 | −2,49 | 797 | −2,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 585 | −0,23 | 438 | −0,23 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Inlet Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 195 318 | −24,37 | 9 951 | −23,99 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 36 400 | −5,21 | 1 859 | −5,10 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 24 604 | −7,52 | 1 255 | −7,58 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 9 226 | −1,47 | 471 | −1,67 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 764 071 | −98,06 | 38 983 | 4 942,95 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102 031 | −15,75 | 5 206 | −14,56 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 147 458 | −2,62 | 7 523 | −2,68 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 192 857 | −7,48 | 9 840 | −7,54 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 192 592 | −9,89 | 9 799 | −10,18 | ||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 799 613 | −0,72 | 448 956 | −0,78 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 25 878 | −17,28 | 1 320 | −17,29 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 9 268 | −48,25 | 473 | −48,36 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4 080 | −7,29 | 208 | −7,14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 859 | −48,13 | 248 | −48,33 | ||||
| 2025-04-10 | 13F | Bay Rivers Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 147 128 | −0,78 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 6 970 | −45,67 | 356 | −45,72 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 113 387 | −5,32 | 5 785 | −5,38 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 254 422 | −10,30 | 12 981 | −10,35 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13 154 | −3,80 | 671 | −3,73 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 42 134 | −11,94 | 2 150 | −12,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 | −66,67 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 200 | −61,39 | 10 | −61,54 | ||||
| 2025-05-01 | 13F | American Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 25 443 | −1,13 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 757 | −48,05 | 90 | −48,26 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 260 | −13,04 | 13 | −13,33 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4 473 | −1,54 | 228 | −1,30 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 938 | −46,54 | 354 | −46,68 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 37 936 | −3,94 | 1 935 | −3,97 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 52 847 | −3,91 | 2 696 | −3,65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 247 | −30,69 | 370 | −30,77 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8 870 | −1,20 | 453 | −1,31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 702 | −4,72 | 1 107 | −4,73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54 724 | −0,11 | 2 792 | −0,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 114 993 | −0,27 | 5 867 | −0,34 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 60 554 | −2,57 | 3 089 | −2,62 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 838 | −19,59 | 247 | −19,87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 892 809 | −4,47 | 96 571 | −4,53 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 74 819 | −5,59 | 3 802 | −6,01 | ||||
| 2025-04-29 | 13F | Burke & Herbert Bank & Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5 605 | −1,75 | 286 | −2,06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 716 | −39,05 | 445 | −39,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 106 429 | −7,88 | 5 430 | −7,94 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 9 535 | −14,37 | 486 | −14,44 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 124 506 | −2,72 | 6 352 | −2,77 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52 482 | −4,38 | 2 678 | −4,43 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 160 979 | −1,36 | 8 213 | −1,42 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77 070 | −0,25 | 3 932 | −0,30 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 34 399 | −0,22 | 1 755 | −0,23 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 991 | −17,01 | 1 275 | −17,05 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 12 675 | −10,55 | 647 | −10,65 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5 039 | −28,25 | 257 | −28,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 219 | −2,82 | 572 | −2,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 584 | −3,05 | 1 505 | −3,34 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 344 972 | −1,84 | 17 600 | −1,90 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 36 281 | −4,13 | 1 851 | −4,14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 865 | −19,21 | 248 | −19,22 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 | −86,84 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15 345 | −17,20 | 783 | −17,34 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 186 863 | −12,01 | 9 534 | −12,07 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8 397 | −2,81 | 428 | −2,95 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4 400 | −69,54 | 224 | −69,61 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8 650 | −15,00 | 441 | −15,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 44 335 | −22,77 | 2 262 | −22,83 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 43 000 | −14,00 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 11 808 | −3,41 | 602 | −3,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 827 837 | −9,37 | 93 256 | −9,42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 378 385 | −36,90 | 70 325 | −36,93 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14 919 | −4,52 | 761 | −4,52 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 159 273 | −6,93 | 8 125 | −6,64 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7 506 | −44,13 | 383 | −44,23 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 115 | −42,82 | 57 | −43,43 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 54 578 | −3,01 | 2 774 | −3,18 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 817 | −15,39 | 246 | −15,52 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 545 544 | −22,73 | 27 834 | −22,77 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22 884 | −0,17 | 1 168 | −0,26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 27 934 | −34,21 | 1 425 | −34,24 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 891 | −88,59 | 301 | −88,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25 995 | −9,82 | 1 326 | −9,55 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 20 198 | −4,39 | 1 031 | −4,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40 462 | −36,06 | 2 064 | −36,10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9 407 | −1,23 | 480 | −1,44 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 17 635 | −4,89 | 900 | −4,97 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 146 017 | −38,31 | 7 450 | −37,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 239 094 | −14,95 | 12 199 | −15,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 763 | −11,19 | 243 | −10,99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 61 723 | −14,10 | 3 149 | −14,15 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 94 940 | −29,67 | 4 844 | −29,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 508 797 | −6,83 | 127 999 | −6,89 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7 913 | −29,71 | 404 | −29,79 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 7 710 | −3,60 | 393 | −4,15 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 7 438 | −1,35 | 379 | −1,30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 45 718 | −2,14 | 2 333 | −2,18 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 25 992 | −6,03 | 1 326 | −6,09 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 377 295 | −3,34 | 19 250 | −3,40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 742 513 | −8,81 | 139 923 | −8,86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 66 322 | −2,79 | 3 384 | −2,87 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57 607 | −20,54 | 2 939 | −20,57 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 25 793 | −6,47 | 1 316 | −6,54 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20 875 | −21,10 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 27 982 | −26,74 | 1 428 | −26,78 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 68 540 | −5,31 | 3 497 | −5,39 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 193 690 | −24,16 | 9 882 | −24,21 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 43 248 | −2,11 | 2 207 | −2,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 054 300 | −5,06 | 53 790 | −5,12 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 123 526 | −6,89 | 6 302 | −6,94 | ||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130 922 | −5,58 | 6 680 | −5,64 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 15 | −31,82 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 122 766 | −7,23 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 51 632 | −11,10 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 4 000 | −30,74 | 204 | −30,61 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 29 273 | −4,77 | 1 494 | −4,84 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10 400 | −1,89 | 531 | −2,03 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 840 077 | −17,28 | 93 697 | −17,53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29 494 | −32,00 | 1 505 | −32,07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 64 689 | −12,86 | 3 300 | −12,91 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 13 650 | −16,03 | 696 | −16,04 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 21 721 | −6,22 | 1 108 | −6,26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 16 112 | −24,95 | 822 | −24,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 906 | −21,29 | 46 | −20,69 |
