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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 82 694 | −5,52 | 3 309 | 4,62 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 178 | −23,54 | 207 | −15,16 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 177 885 | −9,97 | 7 119 | −0,31 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 146 664 554 | −1,58 | 5 869 515 | 8,98 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14 850 | −0,46 | 594 | 10,20 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 356 | −0,28 | 14 | 16,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 804 228 | −1,39 | 32 | 10,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 309 | −26,78 | 12 | −20,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 403 599 | −0,22 | 16 152 | 10,49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 747 | −33,81 | 870 | −26,71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17 199 | −6,32 | 688 | 3,77 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 049 | −29,06 | 402 | −21,33 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 835 | −29,04 | 1 154 | −21,46 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15 101 | −18,95 | 604 | −10,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 829 | −7,19 | 433 | 2,85 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 224 165 | −0,40 | 8 971 | 10,29 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 83 045 | −9,80 | 3 323 | −0,12 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 233 710 | −0,48 | 9 353 | 10,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 586 | −11,53 | 224 | −2,19 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9 983 | −2,23 | 400 | 8,13 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 834 | −2,43 | 514 | 8,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 768 | −8,73 | 1 312 | 1,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 167 | −14,19 | 47 | −6,12 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14 087 | −23,49 | 564 | −15,34 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | −98,44 | 111 | 378,26 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21 125 | −3,33 | 845 | 7,10 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 113 350 | −1,33 | 4 536 | 9,27 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 510 193 | −3,40 | 20 418 | 6,97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 57 698 | −12,34 | 2 309 | −2,90 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 649 746 | −4,57 | 26 003 | 5,67 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 46 674 | −1,48 | 1 868 | 9,05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28 674 | −8,49 | 1 142 | 0,88 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 5 427 | −6,94 | 217 | 3,33 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25 153 | −7,00 | 881 | −8,52 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1 049 211 | −22,52 | 41 989 | −6,64 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 376 251 | −1,25 | 15 058 | 9,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 849 185 | −0,66 | 33 984 | 10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78 704 | −4,12 | 3 150 | 6,17 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 43 982 | −16,41 | 1 760 | −7,42 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 105 942 | −3,72 | 4 240 | 6,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 044 759 | −28,22 | 41 749 | −20,66 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 888 264 | −14,64 | 35 548 | −5,47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 23 132 | −2,05 | 926 | 8,44 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 48 544 | −1,01 | 1 943 | 9,59 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 52 894 | −3,89 | 2 124 | 6,52 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 6 545 | −0,15 | 262 | 10,59 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 339 194 | −2,67 | 13 575 | 7,77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 518 | −27,02 | 261 | −19,25 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 14 226 | −4,40 | 569 | 5,96 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 970 867 | −3,36 | 38 854 | 7,02 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12 807 | −1,82 | 513 | 8,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 843 | −0,23 | 514 | 10,32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 906 | −10,37 | 677 | 11,18 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5 873 | −13,77 | 235 | −4,47 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 55 847 | −1,45 | 2 235 | 9,08 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 38 355 | −7,78 | 1 535 | 2,06 | ||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 29 086 | −1,09 | 1 164 | 9,60 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 48 023 | −1,38 | 1 922 | 9,21 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 247 287 | −3,19 | 9 896 | 7,20 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17 742 | −1,36 | 710 | 9,23 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7 451 | −0,94 | 298 | 9,96 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 60 799 | −0,34 | 2 433 | 10,39 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 628 | −2,76 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 46 970 | −4,54 | 1 880 | 5,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 453 | −3,20 | 138 | 7,81 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 283 772 | −2,75 | 11 357 | 7,68 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 245 | −0,16 | 341 | 11,48 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34 808 | −0,09 | 1 393 | 10,64 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6 653 | −8,99 | 266 | 0,76 | ||||
| 2025-07-16 | 13F | American National Bank | 1 046 | −8,57 | 42 | 0,00 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 9 708 841 | −14,52 | 388 548 | −5,34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8 434 | −1,92 | 338 | 8,71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28 140 | −20,94 | 1 126 | −12,44 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 234 | −10,28 | 91 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 4 289 070 | −25,86 | 171 649 | −17,90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 142 219 | −2,16 | 5 692 | 8,34 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 31 370 | −18,14 | 1 250 | −9,75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 114 | −94,36 | 45 | −93,84 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45 989 | −0,33 | 1 840 | 10,38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 363 316 | −0,24 | 14 540 | 10,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 227 | −11,14 | 289 | −1,37 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 471 | −62,58 | 59 | −59,15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 011 | −49,26 | 80 | −44,06 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 24 845 | −8,73 | 994 | 1,12 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 81 879 | −2,60 | 3 277 | 7,83 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51 987 | −0,83 | 2 081 | 9,82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 44 348 | −2,06 | 1 775 | 8,44 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13 710 | −77,60 | 549 | −75,21 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 1 379 | −1,57 | 55 | 10,00 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 146 960 | −3,72 | 5 873 | 6,32 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 428 631 | −4,84 | 51 631 | 3,55 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 724 | −3,28 | 269 | 7,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296 933 | −15,89 | 11 884 | −6,86 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11 627 | −6,99 | 465 | 3,10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 280 358 | −9,76 | 11 220 | −0,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 089 | −5,00 | 364 | 5,22 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 158 849 | −22,47 | 46 377 | −14,14 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 82 341 | −4,69 | 3 295 | 5,54 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 393 841 | −1,69 | 15 762 | 8,87 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 602 | −1,69 | 1 065 | 8,90 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 421 442 | −21,60 | 16 866 | −13,18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 309 | −12,98 | 212 | 4,95 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 776 731 | −1,25 | 31 085 | 9,35 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2 522 946 | −2,44 | 101 | 7,53 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 7 212 | −38,13 | 289 | −31,59 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 313 | −8,53 | 2 374 | 5,80 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 486 031 | −23,14 | 19 451 | −14,89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18 541 | −9,93 | 742 | −0,13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 79 819 | −3,35 | 3 194 | 7,04 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7 640 | −1,86 | 306 | 8,54 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 39 882 | −5,21 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 843 | −0,30 | 1 875 | 10,37 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 130 488 | −0,56 | 5 222 | 10,12 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 54 861 | −0,10 | 2 196 | 10,64 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 436 472 | −2,10 | 57 488 | 8,41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 828 746 | −0,94 | 66 091 | 7,79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 485 | −2,61 | 270 | 8,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 367 541 | −0,22 | 14 709 | 10,50 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 113 386 | −18,68 | 3 766 | −25,27 | ||||
| 2025-07-16 | 13F | Novem Group | 79 634 | −4,35 | 3 187 | 5,92 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 5 372 | −6,57 | 215 | 3,38 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 304 703 | −5,06 | 12 194 | 5,14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14 580 | −15,06 | 583 | −5,97 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 010 | −23,54 | 1 201 | −15,30 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 130 632 | −1,51 | 5 228 | 9,05 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 717 456 | −13,52 | 27 995 | −5,02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198 224 | −12,20 | 7 933 | −2,77 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 54 106 | −13,58 | 2 165 | −4,29 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 49 128 | −39,27 | 1 966 | −32,74 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 119 162 | −7,00 | 4 769 | 2,98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 47 785 | −10,70 | 1 912 | −1,09 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158 521 | −0,91 | 6 344 | 9,72 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 205 809 | −24,19 | 8 236 | −16,05 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 536 476 | −2,92 | 21 | 10,53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 155 323 | −32,13 | 6 216 | −24,84 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 167 606 | −16,39 | 6 708 | −7,43 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 599 | −5,21 | 264 | 5,18 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 584 198 | −4,47 | 23 380 | 5,79 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5 670 | −0,94 | 227 | 9,71 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 149 687 | −1,63 | 6 062 | 11,62 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 164 758 | −1,39 | 6 594 | 9,19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 21 140 | −7,73 | 846 | 2,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 803 273 | −21,29 | 112 175 | −12,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 554 053 | −1,00 | 22 173 | 9,64 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6 204 | −17,38 | 248 | −8,49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7 013 | −2,96 | 281 | 7,28 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 139 572 | −0,89 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 19 207 | −0,97 | 769 | 9,71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 775 | −13,33 | 71 | −4,05 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 140 529 | −40,79 | 5 483 | −34,97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59 098 | −36,97 | 2 365 | −30,19 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 149 910 | −9,47 | 5 999 | 0,25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 435 | −42,50 | 338 | −36,42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 99 158 | −0,08 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22 206 | −4,35 | 889 | 5,84 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 51 | −85,17 | 2 | −83,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 783 | −9,86 | 872 | −0,23 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 1 146 101 | −26,05 | 44 721 | −18,79 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 72 714 | −9,01 | 2 910 | 0,76 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9 035 | −4,19 | 362 | 6,18 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 7 700 | −1,00 | 308 | 9,61 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2 905 155 | −8,31 | 113 359 | 0,70 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25 654 | −15,68 | 1 027 | −6,64 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12 789 | −10,98 | 512 | −1,54 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 429 | −33,63 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 14 239 | −0,38 | 570 | 10,27 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 40 424 | −0,17 | 1 618 | 10,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 018 | −45,58 | 321 | −34,56 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26 476 | −23,32 | 1 060 | −15,08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 752 | −0,10 | 230 | 10,58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9 874 | −21,64 | 395 | −13,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 504 | −22,02 | 220 | −15,38 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 46 912 | −44,24 | 1 877 | −38,26 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8 189 | −3,83 | 328 | 6,51 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 405 048 | −9,74 | 16 210 | −0,05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16 452 | −2,52 | 658 | 8,05 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 39 711 | −7,63 | 1 589 | 2,32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 22 076 | −93,98 | 1 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 6 500 | −0,25 | 260 | 10,64 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4 277 | −5,88 | 171 | 4,27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 15 175 | −2,88 | 607 | 7,62 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 37 900 | −5,96 | 1 517 | 4,12 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 94 919 | −13,85 | 3 430 | −3,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 350 189 | −5,49 | 54 035 | 4,66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 502 402 | −25,44 | 20 106 | −17,44 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 16 159 | −0,79 | 647 | 9,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17 742 | −1,85 | 710 | 8,73 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6 371 | −9,31 | 255 | 0,40 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 966 | −10,46 | 239 | −0,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 230 | −2,47 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 500 | −57,14 | 60 | −52,38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 193 | −39,56 | 208 | −33,23 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19 702 | −4,69 | 788 | 5,49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 000 | −69,67 | 80 | −66,39 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 504 303 | −0,67 | 20 182 | 10,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 |
