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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 48 965 | −0,86 | 3 191 | −12,69 | ||||
| 2025-05-09 | 13F | Evolution Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63 629 | −2,00 | 5 398 | 12,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 595 | −8,03 | 559 | 19,70 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 285 | −44,23 | 24 | −32,35 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43 589 | −0,01 | 3 698 | 30,13 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3 596 | −0,42 | 305 | 29,79 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20 615 | −0,05 | 1 749 | 30,06 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 4 255 | −21,64 | 361 | 1,98 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 285 961 | −4,05 | 24 258 | 24,89 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 741 | −30,14 | 317 | −10,45 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 134 358 | −1,58 | 11 398 | 28,11 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 041 987 | −1,94 | 88 392 | 27,64 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 13 785 | −4,02 | 1 244 | 15,09 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 4 870 | −16,67 | 413 | 17,33 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 276 | −50,64 | 1 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 300 | −6,28 | 195 | 22,64 | ||||
| 2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 396 907 | −6,09 | 33 670 | 22,24 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 102 | −7,99 | 2 978 | 19,75 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 147 | −14,90 | 1 200 | 10,80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 27 676 | −0,47 | 2 348 | 29,53 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 073 | −5,37 | 939 | 23,23 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 22 156 | −5,38 | 1 879 | 23,13 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 249 | −15,24 | 1 039 | 10,41 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 125 161 | −5,60 | 10 617 | 22,88 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 109 150 | −1,64 | 9 259 | 28,05 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 35 680 | −4,81 | 3 026 | 23,91 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18 535 | −4,98 | 1 572 | 23,68 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 3 408 | −19,32 | 289 | 5,09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 611 | −10,90 | 391 | 2,36 | ||||
| 2025-07-16 | 13F | Embree Financial Group | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | DRW Securities, LLC | 24 371 | −93,42 | 2 063 | −91,46 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 282 255 | −1,44 | 23 944 | 28,29 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 729 | −21,15 | 316 | 2,60 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 8 573 | −0,23 | 727 | 29,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 222 | −75,75 | 1 461 | −68,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 664 | −6,86 | 7 861 | 21,24 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 212 | −42,39 | 10 | −23,08 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8 330 | −46,71 | 707 | −30,65 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 8 809 | −0,86 | 747 | 29,02 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 010 | −23,68 | 340 | −0,58 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 000 | −18,37 | 170 | 6,29 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 8 108 | −1,41 | 688 | 28,41 | ||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 4 721 | −0,25 | 400 | 29,87 | ||||
| 2025-08-12 | 13F/A | Giverny Capital Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3 949 | −7,84 | 335 | 19,71 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22 200 | −4,55 | 1 883 | 24,29 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 97 685 | −0,16 | 8 287 | 29,96 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 715 | −4,02 | 739 | 25,04 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 40 000 | −4,23 | 2 607 | −18,38 | ||||
| 2025-05-14 | 13F | Senator Investment Group LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 145 | −13,78 | 436 | 12,37 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 6 160 | −0,31 | 523 | 29,85 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 147 923 | −3,23 | 13 | 33,33 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 619 | −0,12 | 986 | 29,95 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 985 | −20,69 | 82 | −2,41 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 194 | −23,48 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 19 772 | −3,81 | 1 677 | 25,24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 33 454 | −15,26 | 2 838 | 10,30 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 727 | −16,94 | 486 | 8,02 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30 674 | −2,85 | 2 602 | 26,49 | ||||
| 2025-07-08 | 13F | Mad River Investors | 372 381 | −0,03 | 31 589 | 30,14 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3 865 | −2,15 | 328 | 27,24 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 878 | −27,03 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270 931 | −0,60 | 23 | 29,41 | ||||
| 2025-08-07 | 13F | Nwam Llc | 22 083 | −0,23 | 1 873 | 29,89 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 3 785 | −9,92 | 321 | 17,58 | ||||
| 2025-04-28 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 002 | −4,38 | 424 | 24,71 | ||||
| 2025-05-05 | 13F | Wealth Quarterback LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 3 584 | −7,08 | 304 | 21,12 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 245 | −2,86 | 0 | |||||
| 2025-06-23 | 13F/A | Nicholas Hoffman & Company, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-22 | 13F | Diligent Investors, LLC | 27 968 | −1,74 | 2 373 | 27,94 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3 286 | −5,95 | 214 | −17,05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 649 801 | −2,50 | 55 123 | 26,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 649 | −2,10 | 903 | 27,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 218 342 | −6,52 | 18 522 | 21,67 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 103 505 | −0,15 | 8 780 | 29,98 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2 003 | −1,04 | 184 | 39,69 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 3 305 | −11,98 | 280 | 14,75 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3 774 | −50,00 | 320 | −34,83 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 98 809 | −0,06 | 8 382 | 30,08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12 308 | −0,08 | 1 044 | 30,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 355 | −0,28 | 30 | 30,43 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 4 235 | −44,36 | 359 | −27,62 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 85 | −10,53 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 920 | −9,87 | 417 | 17,46 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 125 142 | −13,37 | 10 616 | 12,76 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 419 | −0,13 | 799 | 30,13 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9 160 | −1,27 | 777 | 28,64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 158 | −1,61 | 353 | 28,00 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 976 | −12,57 | 1 949 | 13,84 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32 387 | −0,42 | 2 747 | 29,64 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 69 908 | −2,22 | 5 930 | 27,28 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 251 | −6,23 | 276 | 22,22 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 10 116 | −4,17 | 858 | 24,89 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 118 492 | −14,04 | 10 052 | 11,90 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 23 684 | −0,25 | 2 009 | 29,86 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 16 186 | −2,41 | 1 373 | 27,13 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 55 | −50,00 | 5 | −42,86 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 17 312 | −3,01 | 1 469 | 26,23 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 27 791 | −2,83 | 2 358 | 26,52 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 37 085 | −3,15 | 3 146 | 26,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 082 | −7,10 | 1 449 | 20,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 685 | −50,15 | 58 | −34,83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 50 701 | −0,03 | 4 301 | 30,11 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 19 744 | −9,38 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 294 696 | −1,76 | 24 999 | 27,88 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 53 708 | −1,38 | 4 556 | 28,41 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 7 903 | −61,78 | 656 | −50,68 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 3 786 | −2,57 | 321 | 26,88 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 210 | −73,35 | 18 | −66,67 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 12 460 | −4,12 | 1 057 | 24,82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 51 616 | −0,13 | 4 379 | 29,99 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 14 358 | −0,19 | 1 212 | 29,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 23 241 | −9,34 | 1 972 | 18,02 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19 086 | −17,14 | 1 619 | 7,86 | ||||
| 2025-05-15 | 13F | Discovery Capital Management, Llc / Ct | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 219 | −1,70 | 443 | 28,12 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 238 | −3,64 | 20 | 25,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 22 512 | −0,20 | 2 | 0,00 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 001 | −11,17 | 424 | 15,85 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 124 216 | −1,57 | 10 537 | 28,13 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 481 | −13,13 | 550 | 12,96 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 3 561 | −3,52 | 302 | 25,83 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 420 | −2,82 | 1 223 | 26,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 35 668 | −1,11 | 3 026 | 28,72 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 22 370 | −2,19 | 1 898 | 27,32 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3 215 | −0,77 | 273 | 28,91 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | Voya Prime Rate Trust | Short | −164 346 | −11,43 | −12 206 | −18,20 | |||
| 2025-07-09 | 13F | Westmount Partners, LLC | 7 983 | −1,53 | 677 | 28,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Accredited Investor Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 002 | −9,55 | 933 | 17,80 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3 227 | −2,80 | 274 | 26,39 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 51 639 | −7,03 | 4 381 | 21,03 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 75 396 | −0,67 | 6 396 | 29,30 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 4 060 | −0,49 | 344 | 29,81 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 733 | −1,11 | 317 | 28,46 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11 623 | −5,60 | 986 | 22,82 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 788 | −63,86 | 237 | −52,99 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 21 401 | −3,34 | 1 815 | 25,87 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 13 481 | −10,02 | 1 144 | 17,11 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 13 250 | −0,75 | 1 124 | 29,08 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 8 763 | −10,35 | 743 | 16,64 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 31 999 | −4,35 | 2 714 | 24,50 | ||||
| 2025-04-23 | 13F | New World Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 307 | −16,73 | 1 383 | 8,39 | ||||
| 2025-07-17 | 13F | Bosman Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 582 | −5,85 | 892 | 18,01 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7 649 | −4,15 | 649 | 24,62 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 72 150 | −6,48 | 6 120 | 21,74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 55 106 | −11,52 | 4 677 | 15,23 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 24 657 | −2,38 | 2 092 | 27,11 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 859 | −14,68 | 243 | 11,01 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 8 284 | −1,49 | 703 | 28,10 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 637 137 | −0,59 | 50 | 31,58 | ||||
| 2025-05-01 | 13F | Financial Security Advisor, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 35 415 | −1,23 | 3 004 | 28,60 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9 798 | −0,15 | 831 | 30,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 600 | −6,69 | 340 | 5,92 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 68 287 | −5,77 | 6 267 | 32,72 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 388 961 | −2,54 | 32 996 | 26,86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 200 | −1,72 | 661 | 19,96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11 261 | −1,50 | 955 | 28,19 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 3 919 | −0,03 | 325 | 12,46 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4 831 | −12,48 | 410 | 13,93 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 4 203 | −1,25 | 357 | 28,52 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 79 622 | −5,44 | 6 754 | 23,09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 18 907 | −3,21 | 1 604 | 25,92 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22 348 | −3,50 | 1 896 | 25,58 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 22 939 | −3,80 | 1 946 | 25,16 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 54 527 | −10,67 | 4 626 | 16,29 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8 540 | −22,04 | 724 | 1,54 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 12 116 | −0,47 | 1 028 | 29,51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 100 | −75,61 | 8 | −73,33 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 291 784 | −0,37 | 24 752 | 29,68 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 14 551 191 | −0,99 | 1 234 378 | 28,88 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17 980 | −5,22 | 1 525 | 23,38 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 65 | −26,97 | 6 | 0,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10 212 | −19,45 | 847 | 6,41 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 201 | −0,36 | 441 | 29,71 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 4 092 | −26,82 | 380 | −7,99 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 20 215 | −5,60 | 1 715 | 22,87 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 2 824 | −11,00 | 240 | 16,02 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 270 | −46,43 | 23 | −31,25 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 28 652 | −1,25 | 2 431 | 28,57 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 4 972 | −8,82 | 422 | 18,59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 121 538 | −2,98 | 10 310 | 26,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4 809 | −23,96 | 408 | −1,21 | ||||
| 2025-07-29 | 13F | Vista Finance, Llc | 12 986 | −0,01 | 1 102 | 30,14 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 17 609 | −2,62 | 1 494 | 26,74 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 145 | −55,10 | 182 | −41,80 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 11 555 | −1,95 | 980 | 27,60 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 971 | −59,89 | 82 | −47,77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 269 | −14,99 | 1 804 | 10,67 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12 841 | −21,81 | 1 089 | 1,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38 621 | −7,09 | 3 276 | 20,93 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 46 963 | −0,51 | 3 984 | 29,49 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 341 | −1,81 | 538 | 27,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 874 | −55,72 | 753 | −46,48 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8 809 | −0,23 | 747 | 29,91 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 53 620 | −2,00 | 4 549 | 27,57 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 76 371 | −0,73 | 6 479 | 29,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 107 600 | −0,43 | 9 128 | 29,61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 69 519 | −3,07 | 5 897 | 26,19 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 92 107 | −12,00 | 7 813 | 14,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 170 | −3,27 | 439 | 25,86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 175 | −29,95 | 948 | −8,85 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 90 101 | −2,91 | 7 643 | 26,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 247 459 | −3,55 | 21 | 25,00 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 125 287 | −0,15 | 10 628 | 29,97 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 2 880 | −22,16 | 241 | −0,41 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 152 | −7,21 | 267 | 20,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 | −95,56 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 8 822 | −6,37 | 748 | 21,82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 515 | −3,90 | 213 | 25,29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 102 625 | −0,05 | 8 706 | 30,10 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 200 | −8,55 | 780 | 19,08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 57 843 | −9,45 | 4 907 | 17,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 124 707 | −16,65 | 10 579 | 8,49 | ||||
| 2025-06-30 | NP | SATO - Invesco Alerian Galaxy Crypto Economy ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 778 | −27,22 | 206 | −32,68 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TB Alternative Assets Ltd. | 234 675 | −19,13 | 19 907 | 5,26 | ||||
| 2025-06-30 | NP | BLKC - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 928 | −16,25 | 69 | −23,60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 190 564 | −6,94 | 16 402 | 22,91 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 60 571 | −11,15 | 5 599 | 26,05 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 780 | −0,13 | 642 | 22,80 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 64 467 | −4,77 | 5 469 | 23,96 | ||||
| 2025-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 38 411 | −0,98 | 3 258 | 28,88 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 838 | −0,80 | 575 | 11,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Windle Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11 163 | −0,53 | 947 | 29,41 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17 462 | −1,13 | 1 481 | 28,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3 719 | −3,55 | 315 | 25,50 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 135 449 | −0,01 | 11 490 | 30,15 | ||||
| 2025-04-14 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 811 | −42,83 | 248 | −49,70 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 12 126 | −0,39 | 1 029 | 29,63 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 269 | −33,46 | 447 | −13,57 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 4 548 | −6,77 | 386 | 21,45 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 22 963 | −0,32 | 1 948 | 29,71 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 67 300 | −0,28 | 5 709 | 29,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 713 | −83,16 | 400 | −78,11 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22 570 | −0,27 | 1 915 | 29,85 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 22 233 | −0,22 | 1 886 | 29,89 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 16 889 | −8,76 | 1 433 | 18,74 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 36 748 | −1,11 | 3 117 | 28,75 | ||||
| 2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 677 | −54,16 | 57 | −40,62 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 30 940 | −30,61 | 2 625 | −9,67 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 3 106 | −1,86 | 263 | 27,67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 411 | −36,06 | 205 | −16,73 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 7 083 | −5,33 | 601 | 23,20 | ||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 14 545 | −2,35 | 1 234 | 27,11 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 59 964 | −1,79 | 5 087 | 27,85 | ||||
| 2025-05-15 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 15 689 | −1,00 | 1 331 | 28,88 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 646 | −4,99 | 224 | 28,00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 92 501 | −0,52 | 7 847 | 29,49 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 34 000 | −23,00 | 2 884 | 0,24 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 10 006 | −0,15 | 967 | 26,61 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3 657 | −2,22 | 310 | 27,57 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 21 857 | −2,45 | 1 854 | 26,99 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31 295 | −14,13 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7 655 | −3,77 | 649 | 25,29 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 3 466 | −0,20 | 294 | 30,09 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3 950 | −3,54 | 335 | 25,94 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 358 | −45,59 | 30 | −28,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24 552 | −18,67 | 2 083 | 13,83 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 24 541 | −2,13 | 2 082 | 27,36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 322 061 | −1,84 | 27 320 | 27,78 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14 424 | −1,60 | 1 224 | 28,06 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 33 758 | −0,97 | 2 864 | 28,91 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 679 | −3,01 | 482 | 26,25 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 907 | −44,32 | 247 | −27,65 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 6 199 | −1,77 | 526 | 27,74 | ||||
| 2025-06-26 | NP | Templeton Global Income Fund | Short | −96 815 | −18,98 | −7 190 | −25,17 | |||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 7 468 | −6,00 | 634 | 22,44 |
