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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-21 | 13F | Westbourne Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 657 | −6,28 | 224 | 0,00 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 766 | −51,78 | 165 | −49,54 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 180 780 879 | −9,74 | 5 179 372 | −5,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 53 094 | −19,34 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 32 602 | −9,72 | 934 | −5,56 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 16 312 | −12,83 | 467 | −8,79 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 914 | −10,62 | 313 | −6,59 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13 673 | −0,78 | 392 | 3,71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 69 | −94,34 | 2 | −96,97 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 61 177 | −54,42 | 1 787 | −49,30 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 800 006 | −5,45 | 22 920 | −1,10 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 20 850 | −8,06 | 597 | −3,86 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 7 219 | −1,54 | 207 | 3,00 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 9 554 | −20,08 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7 510 | −5,06 | 215 | −0,46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 117 | −12,10 | 175 | −7,89 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 254 | −19,93 | 236 | −16,31 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 27 578 | −5,81 | 790 | −1,37 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 34 609 | −0,14 | 992 | 4,43 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 39 892 | −25,90 | 1 143 | −22,52 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 12 620 | −5,95 | 362 | −1,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180 430 | −13,86 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 276 090 | −46,32 | 7 910 | −43,85 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 297 733 | −4,99 | 8 530 | −0,61 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 662 | −16,69 | 277 | −12,93 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 12 304 | −10,23 | 353 | −6,13 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 160 555 | −2,72 | 4 600 | 1,75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 810 | −6,75 | 310 | −2,52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 690 | −8,65 | 134 | −4,29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 730 | −0,81 | 737 | 3,80 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 351 714 | −9,77 | 10 077 | −5,63 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 5 637 | −36,28 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 294 | −3,96 | 152 | 0,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24 888 | −22,35 | 713 | −6,68 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 33 101 | −17,79 | 948 | −13,97 | ||||
| 2025-04-17 | 13F | Raub Brock Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 78 | −75,47 | 2 | −77,78 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 11 473 | −0,30 | 329 | 4,13 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4 584 | −1,29 | 131 | 3,15 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 52 094 | −48,28 | 1 492 | −45,90 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76 883 | −0,32 | 2 203 | 4,26 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 983 | −0,50 | 229 | 4,11 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 85 927 | −3,04 | 2 462 | 1,40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 761 | −1,29 | 50 | 4,17 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7 362 | −0,84 | 211 | 3,45 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 466 | −6,45 | 71 | −2,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14 407 | −66,13 | 413 | −64,64 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 488 | −32,13 | 14 | −31,58 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 969 | −2,99 | 203 | 3,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 786 190 | −0,67 | 22 524 | 3,90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 516 | −53,06 | 72 | −50,68 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 208 607 | −3,35 | 5 977 | 1,10 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 325 070 | −28,48 | 9 313 | −25,18 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 321 995 | −4,49 | 9 225 | −0,10 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 304 | −18,40 | 37 | −13,95 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 972 | −95,67 | 28 | −95,60 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 6 741 | −0,40 | 193 | 4,32 | ||||
| 2025-08-14 | 13F | Betterment LLC | 40 929 | −4,32 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 855 727 | −1,42 | 53 167 | 3,11 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 334 | −69,75 | 10 | −70,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 317 | −26,17 | 267 | −22,90 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 179 447 | −5,27 | 33 791 | −0,91 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 352 319 | −29,44 | 10 094 | −26,20 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 8 159 | −6,32 | 234 | −2,10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 22 813 | −6,37 | 654 | −1,95 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Capital Advisors Inc/ok | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 71 186 | −15,97 | 1 950 | −22,50 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 79 033 | −20,01 | 2 265 | −16,33 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10 334 | −1,09 | 296 | 3,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 104 248 | −0,18 | 2 987 | 4,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25 067 | −6,88 | 718 | −2,58 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 207 606 | −1,20 | 5 948 | 3,34 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 29 | −99,84 | 263 | −49,90 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 157 | −12,76 | 291 | −8,81 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 70 936 | −2,13 | 2 032 | 2,37 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 296 735 | −1,31 | 37 152 | 3,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 788 | −2,83 | 366 | 1,67 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 18 790 | −1,36 | 538 | 3,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 159 | −10,49 | 320 | −6,45 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 26 296 | −7,69 | 753 | −3,46 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 11 968 | −8,66 | 0 | |||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 147 470 | −1,59 | 4 225 | 2,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 449 221 | −23,66 | 41 520 | −20,15 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 143 482 | −12,84 | 4 111 | −8,83 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 248 496 | −0,94 | 7 119 | 3,62 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Entrewealth, Llc | 11 816 | −45,28 | 339 | −42,81 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 290 508 | −0,86 | 8 323 | 3,70 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 54 470 | −1,17 | 1 561 | 3,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 113 353 | −0,93 | 3 248 | 3,64 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 133 143 | −18,47 | 3 815 | −14,73 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 615 203 | −0,92 | 17 626 | 3,63 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 7 283 | −15,33 | 209 | −11,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 858 | −0,58 | 913 | 3,99 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 667 044 | −8,01 | 19 111 | −3,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 748 301 | −36,79 | 21 441 | −33,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 761 | −20,41 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 7 674 | −31,88 | 220 | −28,90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 346 | −1,64 | 296 | 2,78 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 8 018 | −50,15 | 237 | −42,01 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 128 | −43,86 | 4 | −50,00 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 201 860 | −4,48 | 5 783 | −0,09 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7 390 | −48,12 | 212 | −45,90 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 610 | −27,41 | 46 | −23,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 513 | −83,33 | 15 | −83,33 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 16 458 | −2,66 | 472 | 1,73 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 182 821 | −11,63 | 5 238 | −7,57 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 22 626 | −4,46 | 648 | 0,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 30 | −85,15 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 064 | −0,37 | 30 | 3,45 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 59 567 | −1,81 | 1 707 | 2,71 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37 345 | −2,90 | 1 070 | 1,04 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25 121 | −28,08 | 720 | −24,79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 542 | −16,97 | 101 | −12,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 904 | −66,39 | 255 | −64,83 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9 392 | −29,84 | 269 | −26,50 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 960 | −14,94 | 85 | −11,58 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 755 | −0,19 | 136 | 4,62 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 93 550 | −0,00 | 2 680 | 4,61 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26 902 | −5,56 | 1 | |||||
| 2025-05-08 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 854 | −74,60 | 196 | −73,48 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 2 039 901 | −2,22 | 58 443 | 2,27 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 242 897 | −1,84 | 6 959 | 2,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 777 | −24,79 | 166 | −17,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 208 950 | −0,00 | 5 986 | 4,60 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 869 828 | −3,53 | 24 921 | 0,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 130 | −5,68 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 36 772 | −5,45 | 1 054 | −1,13 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 947 | −96,18 | 1 | −100,00 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 23 333 | −7,60 | 668 | −3,33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 16 091 | −6,19 | 461 | −1,71 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25 633 | −6,44 | 734 | −2,13 | ||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 19 068 | −0,45 | 546 | 4,20 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 41 442 | −17,24 | 1 187 | −13,42 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 58 927 | −7,26 | 1 688 | −2,99 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6 407 | −18,23 | 184 | −14,49 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 850 | −17,01 | 82 | −19,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 336 | −80,27 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 45 369 | −1,96 | 1 360 | 7,34 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 38 483 | −19,53 | 1 103 | −15,81 | ||||
| 2025-05-28 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 9 530 | −1,95 | 261 | −9,37 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 13 416 | −21,79 | 384 | −18,12 | ||||
| 2025-04-22 | 13F | MBE Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 14 858 | −3,17 | 426 | 1,19 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 418 | −96,94 | 0 | |||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 163 749 | −21,75 | 4 875 | −14,95 |
