Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 28 163 | −11,66 | 501 | −10,54 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 340 | −14,60 | 326 | −12,60 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 397 326 | −13,96 | 7 072 | −12,94 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 129 312 | −3,42 | 2 302 | −2,29 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 125 200 | −42,01 | 2 202 | −42,37 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 65 700 | −45,11 | 1 156 | −45,47 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 38 866 | −21,60 | 692 | −20,76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 840 425 | −0,90 | 14 960 | 0,29 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 46 647 | −3,27 | 830 | −2,12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15 491 | −19,74 | 276 | −18,88 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2 183 041 | −13,70 | 38 858 | −12,67 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 34 150 | −7,91 | 608 | −6,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 104 882 | −8,32 | 37 468 | −7,22 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13 298 | −10,55 | 237 | −9,58 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 23 693 | −2,22 | 422 | −1,17 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 31 092 | −10,46 | 553 | −9,34 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 13 848 675 | −3,58 | 246 506 | −2,43 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 117 959 | −5,30 | 2 100 | −4,20 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 46 439 | −4,45 | 827 | −3,28 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 70 627 | −3,49 | 1 257 | −2,33 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 14 342 | −8,51 | 255 | −7,27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 781 664 | −16,01 | 13 914 | −15,01 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 7 301 | −17,17 | 130 | −16,77 | ||||
| 2025-08-12 | 13F | Barings Llc | 596 147 | −4,22 | 10 611 | −3,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44 871 | −24,30 | 799 | −23,64 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 48 366 | −7,99 | 861 | −6,93 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 87 109 | −6,15 | 2 | 0,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 57 850 | −5,52 | 1 030 | −4,46 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 133 016 | −4,28 | 2 368 | −3,15 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 44 414 | −10,54 | 760 | −13,75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 20 600 | −9,12 | 367 | −8,04 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 058 221 | −0,82 | 36 636 | 0,36 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 137 676 | −44,28 | 2 451 | −43,63 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 251 379 | −9,46 | 22 | −8,33 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 392 700 | −48,57 | 6 990 | −47,96 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56 193 | −9,63 | 1 000 | −8,51 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 367 860 | −1,20 | 6 548 | −0,03 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 21 590 | −4,43 | 384 | −3,27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26 765 | −12,10 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15 325 | −12,02 | 273 | −11,11 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 43 650 | −13,87 | 777 | −12,91 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 234 | −33,14 | 4 | −33,33 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 33 670 | −15,12 | 599 | −14,06 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 172 697 | −1,16 | 3 074 | 0,03 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 14 572 | −5,14 | 259 | −4,07 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 172 590 | −4,69 | 3 072 | −3,55 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 926 339 | −0,32 | 16 489 | 0,87 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 36 388 | −0,24 | 648 | 0,94 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 32 499 | −14,28 | 578 | −13,21 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 252 027 | −0,31 | 4 486 | 0,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 51 422 137 | −1,66 | 915 314 | −0,48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 526 | −10,19 | 241 | −9,09 | ||||
| 2025-07-17 | 13F | City Holding Co | 147 787 | −0,75 | 2 629 | 0,38 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 286 378 | −2,70 | 5 098 | −1,55 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 23 952 | −10,30 | 2 160 | 9,87 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Choice Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 844 334 | −15,10 | 15 029 | −14,09 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 500 | −13,79 | 44 | −13,73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35 531 | −3,47 | 635 | −0,47 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15 832 | −1,58 | 282 | −0,35 | ||||
| 2025-08-06 | 13F | Price Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 20 499 | −12,65 | 365 | −11,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 52 135 | −44,23 | 935 | −43,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 14 645 247 | −2,49 | 260 685 | −1,33 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 286 364 | −8,42 | 5 097 | −7,33 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20 761 | −19,02 | 370 | −18,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 389 526 | −4,71 | 6 934 | −3,57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 19 649 | −4,37 | 350 | −3,32 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 11 594 | −10,41 | 206 | −9,25 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 227 977 | −45,71 | 4 058 | −45,08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 51 085 | −2,65 | 51 | −1,92 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 156 663 | −3,07 | 2 789 | −1,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 468 357 | −3,82 | 43 937 | −2,67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62 286 | −2,24 | 1 109 | −1,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 1 154 684 | −7,27 | 20 553 | −6,16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 41 380 | −4,67 | 737 | −3,54 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 80 439 | −41,52 | 1 432 | −40,84 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 30 667 | −16,99 | 546 | −16,02 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14 466 | −13,22 | 257 | −12,29 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 49 228 | −0,33 | 1 | |||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 10 890 | −11,95 | 196 | −8,41 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 376 158 | −0,39 | 24 496 | 0,80 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 5 569 | −0,89 | 99 | 1,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 351 | −7,39 | 6 | 0,00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 61 338 | −1,20 | 1 092 | −0,09 | ||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 158 565 | −1,19 | 2 822 | 0,00 | ||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 13 325 | −6,67 | 237 | −5,58 | ||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 241 246 | −0,55 | 4 | 0,00 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 116 768 | −4,67 | 2 | 0,00 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 500 | −44,93 | 27 | −44,68 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 32 117 | −14,87 | 572 | −13,88 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11 303 | −2,27 | 201 | −0,99 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 667 905 | −0,68 | 11 715 | 1,05 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 39 657 | −11,60 | 706 | −10,65 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 6 500 | −72,70 | 116 | −72,49 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 43 260 | −11,59 | 770 | −10,47 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 89 708 | −1,16 | 1 597 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17 734 | −2,87 | 316 | −1,87 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 546 | −93,21 | 223 | −93,14 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 50 099 | −0,01 | 892 | 1,14 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 773 | −0,28 | 31 | 0,00 | ||||
| 2025-05-06 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15 154 | −13,91 | 270 | −12,94 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 12 748 | −9,77 | 227 | −8,87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 740 949 | −1,56 | 155 589 | −0,39 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 24 362 | −3,78 | 434 | −2,70 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 79 982 | −8,62 | 1 424 | −7,54 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 91 255 | −6,41 | 1 624 | −5,31 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 41 503 | −4,85 | 739 | −3,78 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 17 668 | −4,78 | 314 | −3,68 | ||||
| 2025-04-09 | 13F | Baxter Bros Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F/A | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 400 | −92,91 | 7 | −92,93 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13 072 | −22,20 | 233 | −21,36 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 32 442 | −13,35 | 577 | −12,31 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 57 001 | −6,79 | 1 015 | −5,67 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 157 272 | −30,80 | 2 799 | −29,97 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 24 148 | −16,02 | 430 | −15,05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 39 484 | −0,92 | 703 | 0,29 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 11 985 | −17,26 | 213 | −16,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 235 626 | −5,37 | 4 194 | −4,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 102 159 | −3,09 | 1 818 | −1,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 88 145 | −48,24 | 1 569 | −47,65 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 536 026 | −17,12 | 27 344 | −16,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 051 | −5,75 | 0 | |||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 81 551 | −0,79 | 1 452 | 0,42 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 18 978 | −19,62 | 338 | −18,80 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1 413 382 | −0,10 | 25 158 | 1,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 551 | −29,62 | 348 | −28,89 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 346 068 | −0,46 | 6 160 | 0,74 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 684 966 | −3,45 | 12 192 | −2,29 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 127 468 | −1,33 | 2 269 | −0,18 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 77 718 | −16,55 | 1 383 | −15,57 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11 858 | −87,67 | 211 | −87,53 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 395 428 | −11,08 | 7 039 | −10,02 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 138 592 | −22,99 | 2 467 | −22,09 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30 844 | −35,86 | 549 | −35,03 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24 871 | −35,20 | 443 | −34,52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 53 772 | −8,06 | 957 | −6,91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119 681 | −2,33 | 2 130 | −1,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 313 372 | −23,17 | 5 578 | −22,25 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 128 235 | −0,77 | 2 283 | 0,40 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 85 958 | −1,20 | 1 530 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 25 789 | −3,99 | 459 | −2,75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 530 667 | −5,44 | 9 483 | −3,93 | ||||
| 2025-07-28 | 13F | Essex LLC | 61 441 | −2,15 | 1 094 | −1,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 165 887 | −0,16 | 2 953 | 1,03 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 | −89,60 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 219 732 | −47,98 | 3 911 | −47,35 | ||||
| 2025-07-10 | 13F | Security National Bank | 7 459 | −43,13 | 133 | −42,61 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 327 087 | −5,83 | 5 822 | −4,70 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 10 344 | −5,18 | 184 | −3,66 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 49 747 | −6,92 | 885 | −5,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 000 | −0,81 | 623 | −0,16 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 030 | −23,02 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21 578 | −17,32 | 384 | −16,34 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 293 418 | −3,53 | 5 223 | −2,37 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 578 505 | −2,19 | 10 268 | −1,30 | ||||
| 2025-07-25 | 13F/A | Vivaldi Asset Management, LLC | 0 | −100,00 | 0 |
