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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 355 | −99,58 | 13 | −99,58 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 394 | −15,62 | 53 | −10,34 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 75 231 | −50,98 | 2 856 | −48,73 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 102 | −98,28 | 346 | −98,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 546 | −10,64 | 21 | −9,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 219 692 | −76,73 | 8 340 | −75,66 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 407 | −0,07 | 395 | 4,77 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 621 017 | −47,44 | 24 | −45,24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13 168 | −39,58 | 500 | −36,84 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 39 053 | −0,52 | 1 482 | 4,07 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 570 | −25,65 | 325 | −22,25 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 015 | −0,55 | 342 | 4,27 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8 264 | −54,58 | 314 | −52,58 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 29 013 | −4,31 | 1 101 | 0,09 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24 894 | −0,41 | 945 | 4,08 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 418 | −94,06 | 54 | −93,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 577 | −68,83 | 781 | −67,39 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 97 678 | −0,76 | 3 708 | 3,78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20 013 | −23,79 | 1 | |||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 936 941 | −12,58 | 149 446 | −8,56 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 57 062 | −76,10 | 2 168 | −16,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 132 500 | −91,57 | 5 030 | −91,18 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39 813 | −0,77 | 1 511 | 3,85 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 339 | −11,27 | 658 | −7,19 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 13 351 | −13,23 | 507 | −9,32 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 158 616 | −7,53 | 6 021 | −3,28 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24 609 | −75,31 | 934 | −74,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 252 | −39,58 | 313 | −36,77 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 003 175 | −16,36 | 38 081 | −12,51 | ||||
| 2025-07-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 165 | −58,59 | 272 | −56,78 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 427 420 | −2,33 | 16 225 | 2,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 475 972 | −39,46 | 56 | −36,36 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 353 | −68,65 | 13 | −67,50 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 25 099 | −7,04 | 953 | −2,76 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 145 | −90,90 | 233 | −90,49 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 135 870 | −0,44 | 5 158 | 4,14 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 487 427 | −1,07 | 18 503 | 3,48 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 895 | −39,12 | 34 | −37,74 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 111 784 | −3,91 | 4 243 | 0,52 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 77 | −99,78 | 3 | −99,84 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106 331 | −29,93 | 4 036 | −26,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 301 | −46,56 | 1 487 | −44,32 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 43 510 | −1,17 | 1 652 | 3,38 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 177 | −90,37 | 7 | −90,91 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 18 359 | −98,95 | 697 | −98,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18 041 | −77,82 | 685 | −76,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 89 011 | −21,38 | 3 239 | −21,15 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 12 593 | −49,22 | 478 | −46,83 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 221 976 | −34,52 | 8 426 | −31,51 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 453 341 | −41,63 | 55 169 | −38,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 133 167 | −22,74 | 118 935 | −19,18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 49 697 | −49,28 | 1 887 | −46,96 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 360 693 | −23,57 | 13 692 | −20,06 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 5 963 | −49,71 | 226 | −47,44 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 802 912 | −0,02 | 30 479 | 4,58 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 653 | −18,07 | 25 | −14,29 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 779 | −7,27 | 105 | −2,78 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 405 923 | −0,30 | 15 409 | 4,28 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17 813 | −69,63 | 676 | −68,23 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48 321 | −17,82 | 1 834 | −14,02 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 846 | −81,24 | 298 | −80,42 | ||||
| 2025-05-13 | 13F | White Pine Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | −99,84 | 2 | −99,88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 326 411 | −84,61 | 12 | −84,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 37 215 | −1,02 | 1 413 | 3,52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 152 | −79,46 | 343 | −77,61 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 146 | −10,77 | 233 | −6,43 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 116 593 | −0,53 | 4 426 | 4,04 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 64 990 | −62,98 | 2 467 | −61,27 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 904 | −0,49 | 224 | 4,19 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 450 | −17,49 | 207 | −13,81 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 037 | −98,33 | 39 | −98,27 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 894 | −48,11 | 339 | −45,50 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 22 758 | −72,93 | 864 | −71,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 105 | −18,00 | 1 257 | −14,21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 417 307 | −0,58 | 15 841 | 4,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12 362 | −74,91 | 469 | −73,75 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 70 | −94,50 | 3 | −95,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 140 398 | −53,05 | 5 321 | −50,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 468 485 | −39,83 | 18 | −39,29 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 822 | −88,52 | 183 | −87,98 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 36 683 | −32,87 | 1 392 | −29,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | −56,11 | 4 | −55,56 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26 891 | −24,16 | 1 021 | −20,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 84 104 | −63,57 | 3 193 | −61,89 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5 872 | −89,35 | 223 | −88,91 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 270 423 | −26,97 | 10 265 | −23,76 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 11 161 | −32,31 | 424 | −29,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 406 470 | −1,52 | 15 430 | 3,01 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 9 926 | −70,13 | 377 | −68,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Keystone Financial Services | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 046 201 | −38,61 | 39 714 | −35,79 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 281 103 | −12,01 | 10 671 | −7,96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 177 | −12,89 | 159 | −9,20 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 98 729 | −74,86 | 3 748 | −73,71 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 113 | −80,38 | 42 | −79,51 | ||||
| 2025-07-31 | 13F | City State Bank | 6 700 | −2,90 | 254 | 1,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 411 518 | −32,08 | 205 421 | −28,96 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 708 | −2,30 | 255 | 2,01 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 38 154 | −95,48 | 1 | −96,67 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17 606 | −24,47 | 668 | −20,95 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 893 761 | −14,58 | 33 927 | −10,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 239 831 | −12,88 | 9 104 | −8,88 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 052 153 | −17,20 | 77 900 | −13,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 84 876 | −5,36 | 3 222 | −1,01 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | −70,16 | 1 | −75,00 | ||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9 604 | −92,36 | 365 | −92,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138 795 | −64,55 | 5 269 | −62,92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 360 | −52,47 | 848 | −50,53 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 138 493 | −1,87 | 5 257 | 2,66 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 6 938 | −92,49 | 263 | −92,15 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 150 652 | −4,32 | 5 719 | 0,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 92 103 | −49,43 | 3 496 | −47,10 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 306 474 | −5,63 | 11 576 | 3,64 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 155 | −0,89 | 234 | 3,56 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 689 | −7,02 | 25 | 0,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 970 | −1,18 | 265 | 3,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 647 | −92,17 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 890 221 | −15,57 | 71 753 | −11,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 408 652 | −2,61 | 53 472 | 1,87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 074 | −10,81 | 3 761 | −6,70 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 15 630 | −19,66 | 593 | −16,01 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11 187 | −86,82 | 425 | −86,23 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 163 | −8,09 | 576 | −3,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 77 035 | −88,05 | 2 924 | −87,50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68 951 | −19,57 | 2 569 | −13,03 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 256 590 | −1,36 | 9 740 | 3,18 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 63 499 | −14,53 | 2 410 | −10,61 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 31 | −82,58 | 1 | −83,33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 163 | −98,52 | 44 | −98,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17 969 | −91,26 | 682 | −90,86 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 816 | −79,04 | 31 | −78,72 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8 258 | −8,04 | 313 | −3,69 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 523 | −8,19 | 361 | −3,99 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2 641 | −97,84 | 100 | −97,74 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 105 203 | −3,77 | 3 993 | 0,66 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 100 295 | −29,04 | 3 807 | −25,78 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 14 | −99,19 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 307 | −66,07 | 88 | −64,63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146 381 | −13,01 | 5 557 | −9,01 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 13 705 | −86,19 | 520 | −85,56 | ||||
| 2025-08-14 | 13F | Nepc Llc | 200 854 | −0,06 | 7 624 | 4,54 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | −99,62 | 1 | −99,68 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 10 366 | −26,28 | 393 | −13,63 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 905 | −87,73 | 224 | −87,17 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 333 250 | −2,43 | 12 650 | 2,06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30 921 | −0,90 | 1 174 | 3,62 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 458 | −8,63 | 359 | −4,27 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 59 877 | −2,31 | 2 273 | 2,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 180 658 | −2,77 | 6 858 | 1,71 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 634 | −70,99 | 1 011 | −69,66 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 586 | −90,70 | 174 | −90,27 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 112 800 | −0,75 | 4 282 | 3,81 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 198 493 | −0,99 | 7 535 | 3,56 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 389 | −71,24 | 926 | −69,94 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 153 | −62,86 | 6 | −64,29 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 227 | −39,70 | 122 | −37,11 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 27 925 | −4,20 | 1 060 | 0,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 088 380 | −65,95 | 269 075 | −64,39 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20 109 | −14,25 | 763 | −10,34 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 146 | −75,34 | 879 | −74,22 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 12 767 | −12,86 | 485 | −8,85 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 577 | −22,45 | 22 | −22,22 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 459 | −17,45 | 359 | −13,49 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 25 448 | −79,82 | 966 | −78,89 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 674 | −17,37 | 367 | −13,44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 467 357 | −22,72 | 17 741 | −19,17 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 28 463 | −17,39 | 1 080 | −13,60 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 121 913 | −1,90 | 4 628 | 2,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 525 | −3,78 | 665 | 0,76 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5 358 | −29,11 | 203 | −25,91 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 718 | −96,60 | 27 | −96,47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 444 | −0,30 | 434 | 4,33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 433 765 | −10,15 | 16 466 | −6,02 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 917 | −45,49 | 73 | −43,31 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5 979 | −97,56 | 227 | 3 666,67 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136 360 | −7,10 | 5 116 | −3,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 53 423 | −12,29 | 2 028 | −8,28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 224 | −76,76 | 312 | −75,70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 275 245 | −28,23 | 238 208 | −24,93 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 922 | −5,53 | 35 | 0,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 637 880 | −6,32 | 138 094 | −2,01 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 954 | −77,45 | 36 | −76,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 700 | −92,91 | 634 | −92,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 942 | −87,86 | 226 | −87,33 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 34 453 | −16,58 | 1 308 | −12,75 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 73 016 | −2,74 | 2 772 | 1,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24 111 | −2,97 | 915 | 1,55 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 6 287 | −6,51 | 236 | −4,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 132 | −28,29 | 2 055 | −25,01 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 3 190 737 | −47,60 | 121 120 | −45,19 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 22 886 | −21,50 | 869 | −17,96 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 940 | −97,60 | 225 | −97,50 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 568 | −7,10 | 173 | −2,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 42 524 | −68,38 | 1 607 | −67,14 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 48 041 476 | −6,41 | 1 823 654 | −2,10 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 396 | −77,50 | 1 571 | −76,46 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 059 | −0,28 | 306 | 4,10 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 7 607 | −34,94 | 289 | −32,08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 505 | −83,04 | 209 | −82,33 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 034 | −0,90 | 267 | 3,89 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 272 952 | −67,91 | 10 361 | −66,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 230 338 | −8,58 | 8 744 | −4,37 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 37 242 | −1,05 | 1 414 | 3,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 16 274 | −67,61 | 618 | −66,15 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 750 | −13,92 | 180 | −10,00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 10 370 | −89,29 | 394 | −88,82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 019 | −76,09 | 912 | −75,01 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 7 665 | −32,23 | 291 | −29,27 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 34 045 | −11,28 | 1 292 | −7,18 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15 956 | −1,48 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1 166 527 | −1,31 | 44 281 | 3,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 108 326 | −4,97 | 4 112 | −0,58 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 253 | −86,01 | 10 | −86,15 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 704 701 | −17,80 | 26 751 | −14,01 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 27 727 | −91,00 | 1 053 | −90,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 936 302 | −68,22 | 35 542 | −66,76 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 646 751 | −3,84 | 24 551 | 0,58 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 64 187 | −19,08 | 2 437 | −15,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 141 189 | −76,71 | 5 360 | −75,64 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 806 553 | −30,46 | 68 577 | −27,26 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 145 | −54,13 | 309 | −52,02 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9 815 | −70,64 | 373 | −69,33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 789 163 | −24,26 | 29 957 | −20,78 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 8 231 | −16,28 | 312 | −12,36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15 106 | −78,57 | 573 | −77,60 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9 882 | −75,78 | 375 | −75,54 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 21 775 | −50,18 | 827 | −47,92 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 736 | −24,06 | 446 | −20,54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 75 763 | −59,30 | 2 876 | −57,44 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 125 657 | −0,97 | 4 770 | 3,58 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 009 | −65,37 | 190 | −63,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 747 | −1,24 | 256 | 3,64 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 10 379 | −15,11 | 394 | −11,29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 109 865 | −1,98 | 4 170 | 2,53 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 40 074 | −29,51 | 1 521 | −26,27 |
