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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 14 340 | −33,48 | 352 | −30,91 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 42 262 | −1,73 | 1 037 | 2,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 75 277 | −35,71 | 1 847 | −33,18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 2 409 524 | −3,31 | 59 130 | 0,50 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 696 823 | −1,11 | 42 | 2,50 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 17 679 | −2,83 | 417 | −3,02 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 60 771 | −3,31 | 1 491 | 0,54 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30 792 | −0,75 | 756 | 3,14 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 7 935 | −10,58 | 195 | −7,18 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 607 | −24,46 | 113 | −21,13 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 763 834 | −0,56 | 18 744 | 3,36 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 226 154 | −0,61 | 30 090 | 3,30 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 32 467 | −28,63 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 62 839 | −9,73 | 1 542 | −6,15 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 351 704 | −1,26 | 8 631 | 2,63 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 417 042 | −2,85 | 10 234 | 0,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25 951 | −42,98 | 638 | −40,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 631 | −15,45 | 384 | −12,16 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 16 538 | −10,68 | 406 | −7,32 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 126 | −36,68 | 322 | −34,15 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 252 | −11,13 | 399 | −8,08 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 241 457 | −2,16 | 30 465 | 1,70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 556 | −0,23 | 63 | 3,33 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 186 558 | −9,59 | 4 578 | −6,02 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 489 | −17,30 | 380 | −14,03 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 142 188 | −0,93 | 3 489 | 2,98 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 779 628 | −0,42 | 19 132 | 3,51 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 108 119 | −3,02 | 2 653 | 0,80 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 223 627 | −13,16 | 5 488 | −9,74 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 79 333 | −1,79 | 1 947 | 2,05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 82 434 | −2,04 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 39 649 | −34,09 | 973 | −31,55 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 32 957 | −0,83 | 809 | 3,06 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 052 034 | −1,12 | 50 357 | 2,77 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 467 924 | −2,43 | 11 483 | 1,41 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 098 | −0,30 | 248 | 3,35 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 13 986 | −94,75 | 346 | −94,52 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 826 453 | −3,84 | 20 281 | −0,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | −13,04 | 7 | −12,50 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 310 | −8,44 | 57 | −5,08 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 587 595 | −0,92 | 14 | 0,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 64 175 | −0,39 | 1 575 | 3,48 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190 275 | −1,19 | 4 669 | 2,71 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 658 466 | −0,09 | 16 159 | 3,84 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 115 871 | −1,00 | 2 843 | 2,90 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 751 724 | −2,14 | 18 447 | 1,71 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 981 772 | −1,21 | 48 633 | 2,68 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 121 241 | −1,82 | 2 975 | 2,06 | ||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 162 | −41,62 | 274 | −39,47 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 911 | −51,49 | 22 | −50,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50 496 | −17,15 | 1 239 | −13,84 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16 371 | −1,20 | 387 | 6,32 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 519 | −1,05 | 356 | 2,89 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 44 014 | −20,81 | 1 080 | −17,68 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 584 | −90,22 | 14 | −90,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 78 125 | −3,91 | 1 917 | −0,10 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 15 753 | −1,70 | 387 | 2,12 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 36 225 | −1,39 | 889 | 2,42 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 74 925 | −19,52 | 1 839 | −5,26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 177 171 | −19,51 | 4 | −20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 132 018 | −3,04 | 3 240 | 0,78 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 5 841 416 | −0,02 | 143 348 | 3,92 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 41 631 | −1,13 | 1 022 | 2,72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23 695 | −0,90 | 581 | 3,01 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 50 524 | −4,08 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 20 737 | −6,53 | 509 | −2,87 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 164 930 | −8,64 | 4 047 | −5,04 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 67 716 | −2,35 | 1 662 | 1,47 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 64 360 | −0,27 | 1 579 | 3,68 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 8 855 | −7,46 | 217 | −3,56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4 932 | −0,06 | 121 | 4,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 832 | −3,81 | 143 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 17 717 | −1,80 | 435 | 2,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 373 221 | −40,32 | 9 159 | −37,97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 206 | −2,13 | 226 | 1,35 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 954 362 | −2,01 | 72 500 | 1,85 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 47 316 | −3,97 | 1 161 | −0,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10 885 | −11,39 | 267 | −7,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 684 | −49,15 | 90 | −47,37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48 825 | −0,65 | 1 198 | 3,28 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 377 760 | −1,59 | 9 270 | 2,28 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 81 895 | −58,76 | 2 010 | −57,15 | ||||
| 2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 86 083 | −3,67 | 2 112 | 0,14 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9 086 | −72,97 | 223 | −72,01 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189 006 | −3,59 | 4 638 | 0,22 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 941 707 | −1,81 | 23 109 | 2,06 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 66 222 | −11,94 | 1 625 | −8,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | −69,96 | 16 | −69,23 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18 025 | −16,18 | 442 | −12,82 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 20 268 | −15,37 | 497 | −12,04 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 181 770 | −59,48 | 4 461 | −57,89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 524 | −51,15 | 86 | −49,41 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 113 167 | −2,52 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 593 818 | −12,45 | 14 573 | −9,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 38 886 | −3,63 | 954 | 0,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 59 128 | −0,69 | 1 451 | 3,27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 853 | −23,85 | 144 | −20,99 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28 014 | −71,21 | 687 | −70,09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35 387 | −6,08 | 868 | −2,36 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 544 | −40,29 | 38 | −39,34 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 3 146 237 | −28,27 | 77 209 | −25,45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 719 | −95,28 | 204 | −43,33 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 2 979 | −50,00 | 73 | −47,86 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 343 549 | −52,34 | 8 431 | −50,47 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 982 252 | −0,27 | 24 104 | 3,66 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 17 017 | −4,33 | 418 | −0,48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 220 | −23,97 | 202 | −21,48 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 803 | −8,70 | 1 467 | −0,27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15 647 | −0,27 | 384 | 3,51 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 446 865 | −5,48 | 11 | −9,09 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 253 826 | −6,63 | 6 229 | −2,96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 589 | −5,15 | 383 | −0,52 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 55 156 | −2,66 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 95 830 | −1,25 | 2 352 | 2,62 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 31 450 | −5,45 | 1 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 241 457 | −2,16 | 30 465 | 1,70 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17 160 | −76,24 | 426 | −73,60 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 22 120 | −9,43 | 543 | −6,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 76 734 | −29,87 | 1 883 | −27,10 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36 099 | −1,50 | 886 | 2,31 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 490 770 | −0,95 | 12 043 | 2,95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 544 849 | −0,42 | 13 371 | 3,50 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 35 122 | −10,68 | 862 | −7,22 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 26 039 | −0,18 | 639 | 3,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 867 518 | −20,50 | 45 785 | −17,45 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 314 | −73,81 | 81 | −72,82 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8 535 | −22,66 | 209 | −19,62 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 21 485 | −1,06 | 531 | 6,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 518 | −17,60 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 130 599 | −0,49 | 52 285 | 3,43 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 283 545 | −10,94 | 6 958 | −7,42 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59 829 | −1,46 | 1 468 | 2,44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16 058 | −0,61 | 394 | 3,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 419 698 | −0,56 | 34 839 | 3,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 261 186 | −3,36 | 6 410 | 0,44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 106 079 | −17,94 | 2 654 | −4,74 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 351 269 | −3,36 | 8 620 | 0,45 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 12 727 | −2,97 | 312 | 0,97 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 302 | −25,04 | 32 | −24,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135 035 | −28,60 | 3 314 | −25,80 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 089 | −3,02 | 689 | 0,88 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19 839 | −77,59 | 487 | −76,75 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62 162 | −6,40 | 1 525 | −2,74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 966 | −70,22 | 48 | −69,03 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 130 518 | −1,63 | 3 203 | 2,23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 001 | −10,31 | 1 | |||||
| 2025-08-12 | 13F | Bokf, Na | 54 | −86,57 | 1 | −88,89 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 356 328 | −1,48 | 8 744 | 2,40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 470 486 | −2,22 | 11 546 | 1,58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 327 963 | −4,65 | 8 048 | −0,90 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 059 490 | −3,91 | 26 000 | −0,13 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 55 762 | −2,29 | 1 368 | 1,56 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 10 114 | −96,45 | 248 | −96,31 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56 984 | −2,09 | 1 398 | 1,75 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 382 532 | −0,86 | 9 387 | 3,04 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 20 659 | −48,44 | 515 | −41,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | −87,07 | 14 | −86,79 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 31 | −96,31 | 1 | −100,00 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 955 540 | −0,81 | 23 449 | 3,09 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 47 028 | −58,40 | 1 154 | −56,76 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 55 615 | −1,80 | 1 365 | 2,02 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95 502 | −57,26 | 2 344 | −55,59 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 480 087 | −0,08 | 11 781 | 3,85 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32 045 | −53,41 | 786 | −51,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9 033 | −8,41 | 222 | −4,74 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 20 557 | −5,18 | 504 | −1,37 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62 541 | −49,16 | 1 535 | −47,18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17 293 | −23,62 | 424 | −20,60 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 90 467 | −0,81 | 2 220 | 3,11 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 180 370 | −0,30 | 4 426 | 3,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 545 | −40,70 | 0 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 1 061 948 | −0,47 | 26 060 | 3,45 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 31 407 | −10,04 | 771 | −6,55 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 75 171 | −67,50 | 1 845 | −66,23 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 277 | −4,41 | 56 | −1,79 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 063 | −11,74 | 296 | −8,07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 558 014 | −5,65 | 13 694 | −1,94 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 267 366 | −18,53 | 6 561 | −15,32 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12 991 | −8,39 | 319 | −4,79 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 184 | −92,94 | 127 | −92,67 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 984 | −0,60 | 220 | 3,29 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5 095 | −66,46 | 125 | −65,08 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 74 082 | −68,72 | 1 818 | −67,51 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 616 553 | −2,02 | 15 130 | 1,84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 684 | −28,35 | 385 | −25,58 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 230 749 | −12,67 | 5 663 | −9,23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 129 836 | −1,67 | 3 186 | 2,21 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18 689 | −13,00 | 459 | −9,66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 713 | −1,29 | 337 | 2,75 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1 353 683 | −4,56 | 33 219 | −0,80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23 509 | −37,13 | 577 | −34,69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 67 485 | −5,43 | 1 656 | −1,66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 977 | −7,38 | 245 | −3,94 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 86 052 | −7,81 | 2 112 | −4,18 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 14 690 | −0,90 | 360 | 3,15 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 417 958 | −5,19 | 10 257 | −1,46 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 22 518 | −7,12 | 553 | −3,50 |
