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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1 790 | −1,59 | 217 | 8,50 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 135 886 | −1,03 | 14 863 | −6,01 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 47 401 | −1,89 | 5 754 | 8,18 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16 037 | −6,92 | 1 947 | 6,57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 77 453 | −0,11 | 9 401 | 10,15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 65 851 | −5,71 | 7 993 | 3,97 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 16 426 | −8,37 | 1 994 | 1,01 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 49 329 | −12,04 | 5 988 | −3,01 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 128 389 | −5,65 | 15 584 | 10,34 | ||||
| 2025-05-08 | 13F | One Charles Private Wealth Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27 031 | −7,11 | 3 281 | 2,44 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 13 247 | −3,14 | 1 458 | −7,43 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5 744 | −22,52 | 697 | −14,58 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 502 401 | −2,28 | 60 981 | 7,75 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 63 590 | −0,55 | 7 719 | 9,66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | −47,40 | 10 | −43,75 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1 207 932 | −2,33 | 146 619 | 7,69 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 398 351 | −0,98 | 48 352 | 9,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81 851 | −5,23 | 9 935 | 4,50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 443 | −94,14 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 586 | −2,28 | 5 169 | 7,75 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 5 337 | −0,37 | 648 | 9,85 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 586 | −7,68 | 191 | 2,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | −76,82 | 7 | −76,00 | ||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 27 046 | −6,51 | 3 283 | 3,08 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 155 581 | −3,08 | 17 126 | −7,37 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 945 | −15,25 | 115 | −6,56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76 472 | −5,71 | 9 282 | 3,98 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 85 177 | −0,70 | 10 339 | 9,49 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 27 636 | −4,56 | 3 355 | 5,24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 889 | −5,03 | 229 | 5,05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 564 | −17,27 | 433 | −8,86 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 626 | −11,46 | 69 | −16,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 000 | −43,44 | 971 | −37,60 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6 787 | −17,02 | 824 | −8,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204 396 | −15,50 | 24 775 | −7,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45 622 | −11,99 | 5 538 | −2,96 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 571 | −36,31 | 433 | −29,82 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2 982 | −5,93 | 364 | 3,12 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3 737 | −14,33 | 411 | −18,13 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 212 708 | −0,31 | 25 819 | 9,92 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 103 595 | −3,42 | 12 574 | 6,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 737 | −1,51 | 2 274 | 8,60 | ||||
| 2025-08-19 | NP | GAPIX - Goldman Sachs Dynamic Global Equity Fund Institutional | 135 595 | −5,64 | 16 459 | 4,05 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 304 | −9,94 | 522 | −0,76 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 15 141 | −6,04 | 1 838 | 3,61 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 5 000 | −34,23 | 607 | −27,51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 403 | −13,52 | 49 | −5,88 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 343 | −10,66 | 406 | −1,46 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 7 281 | −33,74 | 802 | −38,53 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 651 | −45,53 | 200 | −39,94 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 042 | −3,08 | 225 | −7,44 | ||||
| 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 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11 503 | −1,28 | 1 396 | 8,89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 166 877 | −0,01 | 20 256 | 10,26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 677 | −39,61 | 82 | −33,33 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 17 085 | −7,44 | 2 074 | 2,07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 909 934 | −0,57 | 838 728 | 9,63 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37 902 | −3,74 | 4 601 | 6,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 694 413 | −9,07 | 84 288 | 0,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12 963 | −3,76 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 19 265 | −0,41 | 2 338 | 9,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 29 751 625 | −0,60 | 3 611 252 | 9,60 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128 549 | −8,98 | 15 603 | 0,37 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 4 188 | −13,63 | 461 | −17,38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 153 040 | −3,77 | 18 576 | 6,11 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2 466 | −16,49 | 299 | −8,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 298 | −41,11 | 36 | −34,55 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 614 | −13,64 | 439 | −4,78 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 3 851 | −18,46 | 467 | −10,02 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 256 297 | −20,49 | 31 109 | −12,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 18 520 | −23,30 | 2 248 | −15,46 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 042 | −4,68 | 1 005 | 8,30 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 127 | −1,40 | 622 | 8,74 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 55 616 | −1,58 | 6 751 | 8,52 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 910 | −12,16 | 353 | −3,02 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 129 | −1,59 | 623 | 8,55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 33 095 | −2,10 | 4 017 | 7,95 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 22 675 | −0,55 | 2 752 | 9,69 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 125 | −5,38 | 1 472 | 4,33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 3 861 | −18,92 | 469 | −10,69 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2 743 | −0,90 | 333 | 9,21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 986 | −0,05 | 243 | 16,83 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 140 | −17,09 | 138 | −8,61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 109 | −29,99 | 135 | −22,99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 228 474 | −0,10 | 27 732 | 9,97 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 24 991 | −1,70 | 3 033 | 8,40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 335 | −46,23 | 41 | −41,18 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 12 880 | −7,20 | 1 563 | 2,36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 3 960 | −80,85 | 481 | −78,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 60 031 | −15,80 | 7 287 | −7,16 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17 975 | −53,61 | 2 182 | −48,86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 973 | −3,25 | 5 216 | 6,69 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 105 089 | −1,19 | 12 756 | 8,94 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 4 239 | −0,66 | 515 | 9,59 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 026 | −0,21 | 1 581 | 10,10 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 429 334 | −1,16 | 52 | 10,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | −93,18 | 704 | −92,48 | |||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 2 894 | −99,18 | 351 | −99,10 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 132 | −47,20 | 16 | −40,74 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 1 943 | −4,94 | 236 | 4,44 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 362 | −2,85 | 1 015 | 7,07 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 189 | −56,55 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 495 | −34,00 | 60 | −26,83 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3 761 | −22,15 | 457 | −14,12 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13 848 | −1,47 | 1 681 | 8,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 941 | −0,87 | 236 | 9,30 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7 627 | −4,11 | 926 | 5,71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1 964 | −19,28 | 238 | −10,86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 743 | −1,50 | 468 | 13,63 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 310 | −38,00 | 38 | −32,73 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11 741 | −4,23 | 1 425 | 5,63 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 693 952 | −8,18 | 84 | 0,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 595 | −7,56 | 436 | 1,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 294 494 | −23,33 | 36 | −16,67 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19 790 | −0,54 | 2 402 | 9,68 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 53 463 | −3,37 | 6 489 | 6,55 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 47 742 | −10,31 | 5 795 | −1,11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 85 039 | −5,60 | 10 322 | 4,09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 89 881 | −3,07 | 10 910 | 6,88 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 20 354 | −12,85 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 150 | −8,64 | 1 839 | 0,71 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 731 | −0,04 | 574 | 10,38 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 704 | −9,68 | 1 421 | −4,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 246 | −64,04 | 394 | −60,42 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7 445 | −0,04 | 904 | 10,26 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 68 593 | −1,36 | 8 326 | 8,75 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 172 | −22,97 | 506 | −15,10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 31 244 | −0,81 | 3 792 | 9,37 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 239 | −36,41 | 272 | −29,97 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | White Lighthouse Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 23 160 | −0,68 | 2 811 | 9,55 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 376 614 | −3,81 | 45 713 | 6,06 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 584 | −27,56 | 314 | −20,15 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 878 | −5,37 | 471 | 4,21 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 104 945 | −1,52 | 12 738 | 8,59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 105 293 | −1,18 | 12 780 | 8,96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 80 056 | −1,84 | 9 717 | 8,24 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 865 | −1,93 | 105 | 7,22 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 773 | −3,11 | 215 | 6,97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 394 | −7,32 | 655 | 2,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 809 | −0,35 | 341 | 9,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 633 | −17,25 | 77 | −9,52 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 905 | −35,13 | 474 | −28,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 355 944 | −0,21 | 43 204 | 10,03 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 254 746 | −6,04 | 30 921 | 3,61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 449 | −0,75 | 904 | 23,33 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 271 060 | −6,39 | 32 902 | 3,22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 207 455 | −7,41 | 25 101 | 3,28 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 94 655 | −1,41 | 11 | 10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 65 417 | −0,20 | 7 940 | 10,05 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35 189 | −1,04 | 4 271 | 9,12 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 510 081 | −19,05 | 62 684 | −9,63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 324 | −62,18 | 768 | −58,32 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 441 | −6,52 | 903 | 3,08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 447 | −15,82 | 54 | −6,90 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 144 295 | −31,98 | 17 514 | −25,00 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 167 697 | −1,74 | 20 355 | 8,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 374 | −0,46 | 3 080 | 9,77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 177 119 | −62,97 | 21 499 | −50,99 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 145 280 | −0,41 | 17 634 | 9,81 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 233 364 | −7,82 | 28 326 | 1,64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 11 352 | −1,30 | 1 378 | 8,77 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 790 | −1,45 | 1 188 | 8,69 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 21 132 | −0,33 | 2 565 | 9,94 | ||||
| 2025-07-16 | 13F | American National Bank | 31 445 | −8,20 | 3 817 | 1,22 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2 180 | −1,40 | 265 | 8,64 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11 061 | −23,28 | 1 343 | −15,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 606 911 | −2,80 | 73 667 | 7,18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 10 088 | −3,88 | 1 240 | 7,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 151 425 | −1,07 | 18 380 | 11,54 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 283 | −12,38 | 31 | −16,22 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | −61,83 | 12 | −60,71 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 113 | −9,60 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 | −93,22 | 1 | −94,74 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 17 077 | −3,76 | 2 073 | 6,09 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 720 | −92,05 | 87 | −91,27 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 52 476 | −0,63 | 6 370 | 9,56 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 116 477 | −2,25 | 14 138 | 7,78 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 760 | −20,75 | 92 | −12,38 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 143 | −1,79 | 260 | 8,33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1 866 322 | −0,03 | 225 339 | 10,36 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22 309 | −42,14 | 2 715 | −36,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 746 | −2,36 | 91 | 7,14 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 442 542 | −1,68 | 48 715 | −6,03 | ||||
| 2025-05-14 | 13F | Straightline Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 |
