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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 67 036 | −3,73 | 4 180 | 1,95 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 152 780 | −1,53 | 9 527 | 4,15 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 98 087 | −1,48 | 6 171 | −1,04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 259 911 | −1,27 | 16 208 | 4,42 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 11 271 | −3,40 | 703 | 2,18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 117 454 | −4,80 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6 434 | −1,53 | 401 | 4,16 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 23 108 | −14,99 | 1 441 | −10,05 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 647 | −0,91 | 352 | 4,76 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59 151 | −5,90 | 3 687 | 0,49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 84 302 | −5,43 | 5 257 | 0,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172 220 | −27,77 | 10 679 | −24,03 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 6 608 | −15,49 | 412 | −10,63 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 6 033 | −0,82 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 14 463 | −30,78 | 902 | −26,81 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9 489 | −22,82 | 592 | −18,37 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 88 813 | −12,04 | 5 538 | −6,97 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 19 739 | −20,71 | 1 231 | −16,16 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 129 410 | −5,36 | 8 070 | 0,10 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 25 454 | −26,94 | 1 587 | −22,74 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 931 595 | −3,67 | 58 094 | 1,89 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51 322 | −5,92 | 2 701 | −0,26 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 94 851 | −6,90 | 5 968 | −0,63 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 105 767 | −5,39 | 6 596 | 0,06 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 473 763 | −0,29 | 29 544 | 5,46 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 067 022 | −10,90 | 67 | −5,71 | ||||
| 2025-08-06 | 13F | Simmons Bank | 20 506 | −8,37 | 1 279 | −3,11 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 12 425 | −0,12 | 775 | 5,59 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 35 801 | −0,49 | 2 233 | 5,23 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 89 535 | −1,92 | 5 583 | 3,73 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 14 100 | −14,31 | 879 | −9,38 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 203 565 | −0,51 | 12 808 | 6,18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 68 226 | −14,82 | 4 310 | −8,75 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3 435 | −2,33 | 214 | 3,38 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 353 713 | −4,79 | 22 058 | 0,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23 501 143 | −1,19 | 1 465 531 | 4,51 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 85 503 | −2,87 | 5 332 | 2,72 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 49 863 | −0,56 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 293 064 | −1,13 | 18 275 | 4,57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 418 | −13,59 | 88 | −8,33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 761 | −33,01 | 45 | −21,43 | ||||
| 2025-04-15 | 13F | Franklin Street Advisors Inc /nc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 432 168 | −5,99 | 26 950 | −0,57 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 52 095 | −10,45 | 3 249 | −5,28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 291 351 | −6,01 | 18 169 | −0,60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 778 | −96,86 | 360 | −96,68 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 839 | −15,61 | 308 | −15,19 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 20 850 | −2,34 | 1 300 | 3,26 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 199 582 | −56,90 | 12 450 | −54,40 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 355 094 | −2,64 | 22 144 | 2,97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 408 714 | −0,70 | 88 316 | 5,59 | ||||
| 2025-08-12 | 13F | Camden National Bank | 93 711 | −0,61 | 5 844 | 5,13 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21 897 | −17,67 | 1 365 | −12,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 410 | −12,84 | 961 | −7,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 465 571 | −11,02 | 91 393 | −5,89 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 7 432 | −63,29 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 209 523 | −11,41 | 13 066 | −6,30 | ||||
| 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 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 375 | −4,31 | 210 | 1,45 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9 919 | −9,43 | 619 | −4,19 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 62 068 | −13,38 | 3 871 | −8,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 347 213 | −0,90 | 333 452 | 4,82 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14 438 | −26,90 | 900 | −22,68 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2 723 | −23,47 | 174 | −16,75 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 121 621 | −19,01 | 7 584 | −14,34 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 333 247 | −5,56 | 20 781 | −0,12 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 399 009 | −23,38 | 24 882 | −18,96 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 25 530 | −0,32 | 1 592 | 5,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 433 629 | −3,17 | 214 121 | 2,41 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 108 116 | −5,01 | 6 742 | 0,48 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7 032 527 | −9,24 | 438 548 | −4,01 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27 173 | −2,74 | 1 695 | 2,85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 174 204 | −27,41 | 10 863 | −23,23 | ||||
| 2025-05-08 | 13F | Tandem Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 37 161 | −7,35 | 2 317 | −1,99 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 158 287 | −1,18 | 9 871 | 4,52 | ||||
| 2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 197 409 | −1,03 | 12 310 | 4,68 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 013 335 | −26,30 | 63 | −22,22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 151 690 | −3,59 | 9 459 | 1,97 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 211 142 | −1,22 | 13 167 | 4,47 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 171 985 | −8,96 | 10 725 | −3,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 423 723 | −2,67 | 1 585 423 | 2,94 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 200 457 | −32,06 | 12 500 | −28,14 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 732 | −9,51 | 1 792 | −2,93 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 3 538 | −7,50 | 221 | −2,22 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 216 | −3,61 | 138 | 2,22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10 983 | −0,26 | 685 | 5,39 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 763 | −60,90 | 172 | −58,65 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10 042 | −2,04 | 626 | 3,64 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 216 080 | −6,66 | 13 321 | −1,01 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 31 290 | −18,00 | 1 951 | −13,25 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 214 692 | −1,01 | 13 388 | 4,71 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 36 920 | −5,84 | 2 302 | −0,39 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29 023 | −12,22 | 1 810 | −7,18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 206 701 | −0,48 | 12 890 | 5,25 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 455 804 | −7,18 | 28 562 | −1,79 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 124 | −51,18 | 8 | −50,00 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 59 257 | −5,06 | 3 695 | 0,41 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 92 392 | −3,61 | 5 762 | 1,95 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 24 642 | −10,13 | 1 537 | −4,95 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 21 383 | −6,12 | 1 333 | −0,67 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 47 522 | −8,88 | 2 959 | −9,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24 865 | −4,47 | 1 551 | 1,04 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 946 228 | −2,20 | 59 007 | 3,44 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121 215 | −21,82 | 7 559 | −17,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 171 052 | −4,52 | 10 667 | 0,98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 186 499 | −50,34 | 11 630 | −47,47 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 155 173 | −2,83 | 9 677 | 2,77 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 264 | −1,71 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 349 | −16,11 | 84 | −10,64 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24 302 | −10,15 | 1 515 | −4,96 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 39 051 | −5,66 | 2 435 | −0,20 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 309 964 | −1,38 | 19 329 | 4,31 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50 956 | −0,83 | 3 178 | 4,89 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 6 151 | −1,90 | 384 | 3,79 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 85 794 | −7,54 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 198 945 | −19,56 | 12 406 | −14,92 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mackay Shields Llc | 555 000 | −15,91 | 34 610 | −11,06 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2 531 | −5,81 | 158 | −0,63 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46 885 | −0,91 | 2 924 | 4,80 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 115 473 | −25,90 | 7 201 | −21,63 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 4 111 | −4,66 | 256 | 0,79 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 87 598 | −8,17 | 5 463 | −2,88 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9 349 | −7,07 | 583 | −1,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 30 343 364 | −3,18 | 1 892 212 | 2,41 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 67 180 | −32,63 | 4 187 | −28,73 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 20 999 | −3,46 | 1 309 | 2,11 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 608 173 | −2,18 | 37 926 | 3,46 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 736 | −4,29 | 46 | 0,00 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 5 037 | −32,08 | 314 | −28,15 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 89 476 | −44,04 | 5 580 | −40,83 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14 226 | −0,70 | 887 | 5,09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 466 | −3,42 | 528 | 2,13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 119 713 | −0,38 | 7 465 | 5,36 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 311 | −1,18 | 1 080 | 4,55 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16 151 | −4,67 | 1 007 | −1,85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 781 | −4,88 | 859 | 0,59 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 91 693 | −7,50 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 21 065 | −15,47 | 1 334 | −9,26 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 51 592 | −12,25 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 57 252 | −5,58 | 3 570 | −0,14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 114 728 | −0,84 | 7 219 | 4,31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 18 089 | −2,99 | 1 128 | 2,64 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7 303 | −3,30 | 455 | 2,25 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 435 495 | −2,36 | 27 157 | 3,27 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 41 | −16,33 | 3 | 0,00 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | S.A. Mason LLC | 17 411 | −36,42 | 1 086 | −32,78 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 38 619 | −0,04 | 2 408 | 5,75 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 82 699 | −42,32 | 5 | −28,57 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 33 064 | −54,12 | 2 062 | −51,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6 945 | −86,31 | 433 | −85,52 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 36 005 | −37,81 | 2 245 | −34,22 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 1 852 147 | −7,48 | 115 500 | −2,15 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 413 | −7,71 | 774 | −2,40 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 7 431 | −13,57 | 469 | −15,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 306 636 | −5,51 | 19 122 | −0,06 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 485 | −5,99 | 217 | −0,46 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 17 535 | −29,41 | 1 093 | −25,34 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6 065 | −0,38 | 378 | 5,59 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 30 178 | −38,26 | 1 882 | −34,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 349 165 | −26,68 | 84 134 | −22,45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 47 729 | −8,31 | 2 976 | −3,03 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 274 775 | −1,78 | 17 135 | 3,88 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15 224 | −0,78 | 949 | 4,98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 370 | −3,64 | 273 | 1,87 | ||||
| 2025-07-16 | 13F | First American Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 367 033 | −3,50 | 23 070 | 3,42 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 132 434 | −21,56 | 8 259 | −17,04 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 52 335 | −1,08 | 3 264 | 4,62 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 20 052 | −75,00 | 1 261 | −73,36 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 298 243 | −1,71 | 18 598 | 3,96 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1 221 726 | −2,36 | 76 187 | 3,27 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 53 112 | −0,61 | 3 312 | 5,14 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 230 136 | −6,02 | 76 711 | −0,60 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 559 | −4,12 | 160 | 1,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 586 566 | −4,17 | 535 458 | 1,35 | ||||
| 2025-05-13 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Access Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 297 890 | −11,44 | 18 728 | −5,56 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 23 075 | −4,81 | 1 439 | 0,63 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 4 264 | −27,79 | 266 | −23,85 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 668 222 | −2,80 | 41 670 | 2,81 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 21 699 | −10,56 | 1 353 | −5,38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 95 786 | −0,78 | 5 973 | 4,96 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7 628 | −0,68 | 476 | 5,09 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 602 | −33,77 | 100 | −30,28 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 53 095 | −4,75 | 3 311 | 0,76 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 7 459 | −2,69 | 465 | 3,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 896 829 | −20,93 | 866 595 | −16,37 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 10 670 | −1,27 | 1 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 5 774 | −17,28 | 369 | −10,22 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4 626 | −34,33 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 218 582 | −3,20 | 138 351 | 4,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11 860 | −38,73 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 521 190 | −0,31 | 94 862 | 5,43 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 7 355 | −2,52 | 434 | 16,09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209 046 | −6,32 | 13 036 | −0,91 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 13 875 | −19,68 | 865 | −15,03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 630 243 | −12,94 | 39 296 | −7,89 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 141 | −0,50 | 508 | 5,19 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 9 146 | −7,60 | 570 | −2,23 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 923 | −1,04 | 556 | 4,71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 129 678 | −8,33 | 70 447 | −3,04 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73 476 | −9,96 | 4 582 | −4,78 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 102 881 | −84,83 | 6 416 | −83,96 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 4 936 | −3,14 | 308 | 2,33 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 376 563 | −0,46 | 23 482 | 5,28 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 13 534 | −2,51 | 844 | 3,06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 112 359 | −19,42 | 7 007 | −14,78 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | VPR Management LLC | 422 930 | −18,74 | 26 374 | −14,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 287 906 | −3,06 | 17 954 | 2,53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 85 535 | −1,14 | 5 334 | 4,57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 6 231 | −1,22 | 389 | 4,58 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72 997 | −52,51 | 4 592 | −52,08 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 834 | −27,16 | 52 | −22,39 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 128 846 | −3,39 | 8 035 | 2,17 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 451 | −0,29 | 215 | 5,39 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 107 528 | −1,85 | 6 705 | −5,20 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 119 913 | −2,74 | 7 539 | −5,33 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 486 | −55,03 | 217 | −52,52 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 252 | −12,29 | 390 | −7,38 | ||||
| 2025-05-07 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 111 049 | −0,79 | 6 925 | 4,94 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 20 640 | −8,03 | 1 287 | −2,72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 60 633 | −6,19 | 4 225 | 10,87 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 368 | −31,73 | 23 | −29,03 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 30 332 | −60,45 | 1 891 | −58,18 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27 808 | −9,72 | 1 734 | −4,52 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 53 738 | −3,66 | 3 351 | 1,92 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 387 | −12,88 | 149 | −8,07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 922 | −9,09 | 182 | −3,70 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 53 205 | −0,05 | 3 318 | 5,70 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 17 042 | −3,94 | 1 063 | 1,53 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 250 569 | −6,72 | 15 625 | −1,34 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 7 888 | −9,51 | 492 | −4,29 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 196 444 | −0,64 | 12 250 | 5,09 | ||||
| 2025-07-31 | 13F | United Community Bank | 49 166 | −11,96 | 3 066 | −6,90 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 25 156 | −1,12 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 122 316 | −2,58 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 305 491 | −1,39 | 19 050 | 4,30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 283 060 | −29,80 | 17 652 | −25,75 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 131 829 | −6,09 | 70 581 | −0,68 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35 269 | −0,70 | 2 199 | 5,01 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 084 | −11,99 | 442 | −6,96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 80 222 | −51,03 | 5 003 | −38,32 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 42 586 | −34,25 | 2 656 | −30,46 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 880 573 | −9,32 | 54 920 | −4,09 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 361 432 | −1,72 | 22 539 | 3,95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 45 374 | −1,68 | 2 830 | 4,01 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292 677 | −0,39 | 18 | 5,88 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 22 627 | −0,44 | 1 411 | 5,38 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 912 | −21,24 | 244 | −16,78 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 423 | −28,75 | 463 | −24,76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 83 505 | −3,73 | 5 207 | 1,82 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 20 842 | −35,32 | 1 300 | −31,60 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 3 480 | −15,20 | 217 | −10,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 837 | −13,58 | 925 | −8,60 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 371 971 | −6,71 | 23 404 | −0,44 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 029 717 | −54,65 | 376 013 | −52,03 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 12 | −99,78 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 609 | −17,96 | 1 111 | −15,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 627 414 | −25,70 | 39 126 | −21,41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 167 212 | −3,93 | 10 427 | 1,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59 614 | −0,27 | 3 718 | 5,48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 433 | −10,88 | 651 | −5,80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 465 | −15,10 | 590 | −10,20 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 14 403 | −1,46 | 898 | 4,30 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 576 | −9,03 | 288 | −3,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 900 901 | −2,52 | 679 780 | 3,10 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 37 259 | −3,76 | 2 323 | 1,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 96 379 | −1,13 | 6 010 | 4,58 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 322 102 | −8,01 | 20 086 | −2,70 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 156 174 | −28,59 | 9 739 | −24,47 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16 082 | −5,85 | 948 | 12,19 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 13 586 | −3,14 | 1 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 14 536 | −0,35 | 906 | 5,35 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 547 | −8,01 | 1 655 | −2,70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 438 | −11,69 | 28 | −6,90 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 7 846 | −16,69 | 489 | −11,89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13 319 | −12,29 | 831 | −7,26 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 340 284 | −0,60 | 21 220 | 5,14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 534 | −0,70 | 906 | 5,10 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 4 037 | −0,64 | 252 | 5,02 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 24 718 | −13,41 | 1 541 | −8,44 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 86 883 | −1,61 | 5 418 | 4,07 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 122 188 | −10,29 | 7 620 | −5,12 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 801 | −7,93 | 923 | −2,64 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 686 108 | −8,61 | 105 146 | −3,34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 357 680 | −0,55 | 22 305 | 5,18 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15 762 197 | −12,14 | 982 931 | −7,07 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 20 530 | −27,36 | 1 280 | −23,17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 41 | −12,77 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 685 552 | −13,86 | 42 751 | −8,90 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 150 287 | −19,14 | 9 372 | −14,48 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 497 | −26,98 | 280 | −22,87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 27 990 | −8,67 | 1 745 | −3,38 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 74 885 | −11,95 | 4 670 | −6,88 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 359 245 | −2,09 | 22 403 | 3,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 4 039 | −3,56 | 252 | 2,03 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 74 774 | −23,56 | 4 663 | −19,16 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 243 055 | −5,19 | 15 157 | 0,27 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 303 | −78,03 | 206 | −76,86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 95 579 | −32,49 | 5 960 | −28,60 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 129 145 | −0,65 | 8 053 | 5,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 124 241 | −32,41 | 70 108 | −28,51 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 17 633 | −49,37 | 1 100 | −46,47 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7 967 | −3,24 | 497 | 2,27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 236 715 | −0,19 | 77 122 | 5,56 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 189 274 | −7,99 | 11 803 | −13,89 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 448 | −12,20 | 215 | −6,93 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 319 287 | −0,39 | 19 911 | 5,36 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21 763 | −12,49 | 1 342 | −7,20 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 367 | −90,47 | 148 | −88,04 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 46 118 | −5,93 | 2 876 | −0,52 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 114 651 | −18,87 | 7 150 | −14,20 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5 913 | −45,20 | 369 | −42,14 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 279 688 | −8,01 | 17 441 | −2,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 413 902 | −0,85 | 150 528 | 4,87 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17 858 | −2,78 | 1 114 | 2,87 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 806 | −3,17 | 175 | 2,35 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 9 409 | −1,08 | 587 | 4,64 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 20 861 | −11,06 | 1 301 | −5,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 69 800 | −2,73 | 4 353 | 2,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 355 627 | −18,44 | 22 177 | −13,74 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 61 176 | −22,23 | 3 815 | −17,77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 529 102 | −2,91 | 32 995 | 2,69 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 985 | −36,48 | 872 | −32,82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 4 534 | −13,27 | 283 | −8,44 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11 125 | −1,33 | 694 | 4,37 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 24 597 | −18,70 | 1 534 | −14,02 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 459 | −5,96 | 403 | −0,50 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 15 578 | −63,03 | 971 | −60,91 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 133 809 | −15,25 | 8 344 | −10,36 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 505 641 | −4,32 | 31 532 | 1,19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 59 981 | −1,18 | 3 740 | 4,53 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 40 550 | −18,16 | 2 529 | −13,45 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 120 936 | −2,10 | 7 542 | 3,54 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 31 783 | −0,08 | 1 982 | 5,65 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 21 445 | −28,73 | 1 337 | −24,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 835 | −70,31 | 1 | −75,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4 589 | −12,49 | 286 | −7,44 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6 933 | −0,27 | 432 | 5,62 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9 049 | −0,14 | 564 | 5,62 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6 358 | −20,76 | 396 | −16,28 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 13 464 | −79,54 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 27 459 | −12,95 | 1 707 | −13,62 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 6 765 | −1,24 | 422 | 4,47 | ||||
| 2025-07-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 37 098 | −81,46 | 2 306 | −78,61 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 702 089 | −2,42 | 43 782 | 3,21 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 689 | −32,87 | 292 | −28,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 29 269 | −1,42 | 1 825 | 4,29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12 485 | −1,70 | 779 | 4,01 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 129 987 | −0,48 | 8 106 | 5,26 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 45 700 | −0,81 | 2 850 | 4,90 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 131 680 | −0,75 | 8 212 | 4,97 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 83 524 | −2,94 | 5 209 | 2,66 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 66 483 | −1,22 | 4 146 | 4,46 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 155 471 | −9,18 | 72 055 | −3,94 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 76 872 | −51,02 | 4 767 | −48,49 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 72 856 | −13,81 | 4 543 | −8,83 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 4 844 | −4,76 | 302 | 1,00 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35 366 | −0,14 | 2 205 | 5,60 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 43 954 | −5,88 | 2 741 | −0,47 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 68 602 | −5,60 | 4 278 | −0,14 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 4 113 | −8,60 | 256 | −3,40 | ||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 76 911 | −31,71 | 4 796 | −27,77 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 004 | −16,12 | 811 | −11,38 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 193 151 | −0,63 | 12 045 | 5,10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20 028 | −68,41 | 1 249 | −66,61 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 187 590 | −0,19 | 11 698 | 5,57 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 196 862 | −0,42 | 12 276 | 5,33 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 39 341 | −66,02 | 2 453 | −64,06 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Packer & Co Ltd | 2 350 100 | −34,45 | 139 | −22,03 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 49 549 | −1,60 | 3 090 | 4,08 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 67 945 | −2,99 | 4 272 | 8,70 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 6 577 | −1,50 | 410 | 4,33 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 49 454 | −1,79 | 3 087 | 4,01 | ||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 12 432 | −74,22 | 775 | −72,74 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 721 382 | −14,86 | 44 985 | −8,66 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25 119 | −7,22 | 1 566 | −1,88 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 68 106 | −1,72 | 4 247 | 3,97 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 100 | −11,94 | 256 | −6,93 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 88 807 | −0,11 | 5 538 | 48,31 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 581 | −79,98 | 410 | −78,71 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22 200 | −4,10 | 1 384 | 1,54 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11 083 | −37,73 | 1 | −100,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 45 810 | −3,17 | 2 857 | 2,40 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 25 754 | −15,34 | 1 597 | −10,99 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 20 095 | −1,97 | 1 253 | 3,73 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 592 | −37,78 | 411 | −34,13 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 83 957 | −28,40 | 5 236 | −24,27 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 16 178 | −1,17 | 1 009 | 4,46 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 9 744 | −16,45 | 608 | −11,64 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 456 | −5,54 | 340 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 286 | −1,76 | 80 | 3,90 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 555 296 | −24,81 | 96 988 | −20,48 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 42 723 | −7,22 | 2 664 | −1,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 9 578 | −0,73 | 597 | 5,11 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 070 | −7,87 | 1 376 | −2,55 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8 110 | −11,07 | 506 | −5,96 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 324 580 | −16,94 | 20 241 | −12,15 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 17 265 | −2,11 | 1 077 | 3,56 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 6 475 | −84,11 | 404 | −83,22 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 11 300 | −3,42 | 705 | 2,18 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 115 834 | −9,45 | 7 223 | −4,22 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 135 680 | −5,81 | 8 461 | 3,91 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 63 780 | −1,54 | 3 977 | 4,14 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 152 691 | −3,84 | 9 522 | 21,12 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 348 | −2,33 | 209 | 2,97 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 33 934 | −28,08 | 2 116 | −23,91 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 351 | −36,64 | 22 | −34,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 103 889 | −10,06 | 6 479 | −4,88 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 41 334 | −11,90 | 2 578 | −6,83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 729 | −0,46 | 544 | 5,22 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 32 136 | −4,96 | 2 004 | 0,55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 320 | −1,30 | 3 138 | 4,39 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 538 | −9,94 | 283 | −5,05 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 534 | −7,76 | 471 | −2,08 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12 693 | −25,11 | 792 | −20,82 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 16 700 | −0,44 | 1 041 | 5,36 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 161 208 | −1,74 | 10 053 | 3,92 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 361 300 | −5,25 | 22 531 | 0,22 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 876 | −31,03 | 117 | −27,50 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 55 709 | −4,48 | 3 474 | 1,05 | ||||
| 2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 221 | −48,00 | 14 | −40,91 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 47 554 | −0,89 | 2 965 | 4,81 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 5 500 | −18,45 | 343 | −13,85 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4 554 | −33,47 | 284 | −29,78 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 992 | −3,03 | 997 | 2,57 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 15 548 | −53,51 | 970 | −50,84 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 18 568 | −10,68 | 1 158 | −5,55 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 10 986 | −0,06 | 685 | 5,71 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 8 092 | −4,36 | 505 | 1,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10 059 | −24,70 | 630 | −19,95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 197 060 | −3,42 | 12 289 | 2,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 585 | −0,11 | 2 843 | 5,65 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 184 085 | −6,70 | 11 480 | −1,32 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 11 904 | −21,11 | 742 | −16,54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 331 454 | −2,61 | 20 669 | 3,01 | ||||
| 2025-08-05 | 13F | Inlet Private Wealth, LLC | 38 872 | −0,36 | 2 424 | 5,39 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 1 167 641 | −19,33 | 72 814 | −14,68 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 252 446 | −4,05 | 15 743 | −1,24 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 178 | −73,15 | 11 | −71,79 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 5 046 | −0,06 | 315 | 5,72 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177 005 | −41,16 | 11 038 | −37,76 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 16 169 | −62,90 | 1 008 | −60,76 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29 353 | −17,10 | 1 830 | −12,31 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 12 021 | −3,65 | 750 | 1,90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 252 262 | −32,47 | 12 489 | −43,29 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 60 826 | −41,00 | 3 793 | −37,59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 69 000 | −8,37 | 4 303 | −3,09 | |||
| 2025-06-26 | NP | TGPNX - TCW Conservative Allocation Fund Class N Shares | 4 395 | −30,40 | 273 | −18,02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 059 854 | −6,27 | 190 814 | −0,86 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 3 751 | −12,32 | 234 | −7,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49 585 | −7,29 | 3 092 | −1,93 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 4 081 | −1,19 | 254 | 4,53 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 7 879 | −13,82 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10 196 | −1,55 | 636 | 4,10 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7 694 | −7,58 | 454 | 9,95 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 8 677 | −3,28 | 541 | 2,46 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2 565 | −28,05 | 160 | −24,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 461 859 | −2,54 | 28 802 | 3,09 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 58 102 | −8,67 | 3 623 | −3,39 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 552 621 | −3,74 | 159 181 | 6,60 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 279 466 | −0,02 | 17 428 | 5,75 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 16 751 | −49,74 | 1 047 | −49,59 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 128 896 | −8,85 | 8 012 | 5,17 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 121 536 | −8,12 | 7 579 | −2,82 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 118 490 | −14,37 | 7 389 | −9,43 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 1 714 | −82,05 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 117 136 | −6,26 | 7 305 | −0,86 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 1 078 700 | −35,64 | 67 268 | −31,93 | |||
| 2025-07-24 | 13F | Verger Capital Management LLC | 236 184 | −2,79 | 14 728 | 2,82 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 392 | −13,40 | 336 | −8,45 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 18 933 | −23,48 | 1 181 | −19,07 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 510 | −0,20 | 281 | 5,64 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 175 | −76,67 | 11 | −77,27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 113 018 | −3,58 | 7 | 16,67 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 973 | −26,18 | 62 | −24,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 342 | −32,44 | 1 643 | −28,55 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 31 419 | −22,65 | 1 959 | −18,20 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 12 381 | −0,42 | 772 | 5,32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10 087 | −22,81 | 629 | −18,31 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 25 216 | −1,56 | 1 572 | 4,11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4 813 | −0,21 | 300 | 5,63 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 13 | −96,12 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 88 680 | −3,45 | 5 530 | 2,12 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Gunderson Capital Management Inc. | 62 869 | −2,09 | 3 921 | 3,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 101 487 | −35,12 | 6 329 | −31,26 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 4 748 | −5,00 | 296 | 0,68 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 67 | −50,00 | 4 | −42,86 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 151 425 | −5,39 | 9 443 | 0,06 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 144 | −14,06 | 258 | −9,15 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 5 112 | −5,40 | 319 | 0,00 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 3 788 | −0,53 | 236 | 5,36 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 297 907 | −0,45 | 18 577 | 5,29 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 208 151 | −5,06 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 56 771 | −2,13 | 3 540 | 3,51 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 375 226 | −14,29 | 23 399 | −9,34 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 7 307 | −7,59 | 456 | −2,36 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 527 334 | −1,10 | 32 885 | 4,61 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 11 968 | −9,11 | 746 | −3,87 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 249 523 | −2,94 | 15 560 | 2,66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 75 696 | −2,31 | 4 838 | 5,89 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 67 853 | −1,21 | 4 231 | 4,49 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 102 561 | −2,84 | 6 396 | 2,76 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 31 836 | −1,37 | 1 985 | 4,31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 128 262 | −37,81 | 7 998 | −34,22 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 522 | −2,97 | 469 | 2,85 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 2 076 | −6,95 | 129 | −1,53 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 67 576 | −21,65 | 4 214 | −17,13 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 4 993 | −6,79 | 311 | −1,27 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 745 | −21,53 | 421 | −17,00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 59 470 | −21,78 | 3 709 | −17,27 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 10 212 | −33,31 | 637 | −29,49 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 64 919 | −48,53 | 4 048 | −45,57 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 058 | −0,09 | 502 | 5,68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 114 500 | −33,74 | 7 140 | −29,92 | |||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35 083 | −0,01 | 2 188 | 5,75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 62 463 | −8,66 | 3 895 | −3,37 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 42 268 | −43,71 | 2 636 | −40,48 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 178 602 | −7,98 | 73 498 | −2,67 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 4 138 | −37,31 | 258 | −33,68 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 597 | −4,80 | 349 | 4,18 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 236 | −30,59 | 15 | −30,00 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 99 940 | −47,20 | 6 232 | −44,15 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 37 607 | −4,33 | 2 345 | 1,21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 219 061 | −8,36 | 13 661 | −3,08 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 161 217 | −8,54 | 10 053 | −3,27 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 30 067 | −1,38 | 1 875 | 4,28 | ||||
| 2025-07-22 | 13F | FFG Partners, LLC | 18 413 | −36,19 | 1 148 | −32,51 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 121 484 | −6,73 | 7 576 | −1,35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 125 | −7,00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49 779 | −38,94 | 3 104 | −35,41 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 44 743 | −13,84 | 2 790 | −8,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 38 931 | −9,22 | 2 428 | −4,00 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 1 883 544 | −17,85 | 117 458 | −13,12 | ||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 6 847 | −11,62 | 427 | −6,58 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 769 | −4,43 | 484 | 1,04 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 20 176 | −3,74 | 1 253 | 1,46 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 42 252 | −1,31 | 2 635 | 4,36 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 88 965 | −16,74 | 6 | −16,67 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 8 029 | −35,11 | 501 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 401 181 | −20,67 | 25 | −13,79 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 82 459 | −5,17 | 5 142 | 0,31 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 16 583 | −0,50 | 1 034 | 5,30 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 75 950 | −8,64 | 4 736 | 15,09 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 8 163 | −4,11 | 509 | 1,60 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 176 504 | −25,99 | 11 007 | −21,73 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 73 349 | −0,56 | 4 574 | 5,17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14 178 | −20,27 | 884 | −15,65 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9 717 | −9,92 | 606 | −4,87 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 6 356 | −40,47 | 396 | −37,04 | ||||
| 2025-08-05 | 13F | Allstate Corp | 30 555 | −16,86 | 1 905 | −12,05 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 30 425 | −2,30 | 1 897 | 3,27 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 8 323 | −0,79 | 1 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 125 458 | −12,19 | 7 824 | −7,13 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 150 | −25,00 | 9 | −18,18 | ||||
| 2025-06-24 | NP | MHCAX - MainStay MacKay High Yield Corporate Bond Fund Class A | 570 000 | −13,64 | 35 437 | 1,55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 71 850 | −8,98 | 4 480 | −3,74 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7 184 | −17,95 | 448 | −13,20 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 104 | −2,38 | 256 | 3,24 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 061 | −98,88 | 66 | −98,82 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5 954 | −12,39 | 371 | 30,18 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 25 256 | −1,15 | 1 575 | 4,52 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 17 930 | −3,13 | 1 057 | 15,39 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 55 667 | −14,79 | 3 471 | −9,87 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 20 747 | −17,78 | 1 294 | −13,05 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 6 150 | −9,08 | 384 | −3,77 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 170 724 | −4,63 | 10 646 | 0,87 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 162 108 | −26,45 | 10 198 | −28,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 442 830 | −7,58 | 89 975 | −2,26 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 27 315 | −71,81 | 1 703 | −70,19 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 21 357 | −4,10 | 1 332 | 8,12 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 924 226 | −2,46 | 58 152 | 4,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 201 779 | −8,02 | 12 583 | −2,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 847 359 | −0,06 | 240 | 5,75 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 6 000 | −21,84 | 374 | −17,26 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 4 632 | −16,24 | 289 | −11,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 22 682 | −15,79 | 1 414 | −10,96 | ||||
| 2025-05-05 | 13F | Miller Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 108 216 | −49,57 | 6 748 | −46,66 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3 244 | −6,38 | 202 | −0,98 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 59 417 | −13,93 | 3 705 | −8,97 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 10 111 | −7,65 | 630 | −2,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 906 | −24,64 | 555 | −20,26 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 493 | −9,59 | 654 | 13,94 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 42 965 | −26,61 | 2 679 | −22,37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 361 | −0,20 | 1 145 | 5,54 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 1 635 | −28,19 | 102 | −24,63 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 104 277 | −5,37 | 6 503 | 0,08 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29 197 | −4,89 | 1 821 | 0,61 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 340 | −2,37 | 957 | 3,24 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 649 | −8,52 | 228 | −3,40 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 671 755 | −0,97 | 41 891 | 4,74 | ||||
| 2025-08-12 | 13F | Bank OZK | 33 666 | −3,99 | 2 099 | 1,55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14 142 | −29,22 | 882 | −25,15 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8 117 | −20,61 | 506 | −15,95 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 959 | −39,03 | 621 | −35,45 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25 323 | −28,64 | 1 579 | −24,52 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 884 | −0,83 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 194 483 | −4,18 | 12 128 | 1,35 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 50 248 | −5,24 | 3 133 | 0,22 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 5 547 | −12,88 | 327 | −3,25 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 62 890 | −68,70 | 3 922 | 12,12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 786 | −8,50 | 49 | −2,00 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 482 099 | −5,72 | 30 | −3,33 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 18 926 | −0,24 | 1 180 | 5,55 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 97 450 | −6,85 | 6 077 | −1,49 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 400 907 | −3,96 | 25 001 | 1,58 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3 882 | −3,62 | 242 | 2,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 347 422 | −3,63 | 21 665 | 1,93 | ||||
| 2025-07-18 | 13F | Vicus Capital | 37 386 | −3,11 | 2 331 | 2,51 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 271 511 | −0,82 | 16 931 | 4,90 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 35 110 | −5,99 | 2 189 | −0,55 | ||||
| 2025-05-15 | 13F | K2 Principal Fund, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6 388 | −17,34 | 400 | −12,09 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 25 967 | −5,48 | 1 619 | 0,00 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 19 182 | −82,35 | 1 196 | −81,34 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 3 899 | −1,91 | 243 | 3,85 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 55 329 | −18,85 | 3 450 | −14,18 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 25 379 | −8,87 | 1 583 | −3,60 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 590 679 | −3,23 | 36 835 | 2,35 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 96 713 | −7,83 | 6 197 | 0,18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 245 980 | −29,38 | 15 339 | −25,31 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 32 763 | −15,61 | 2 043 | −10,71 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6 993 | −11,10 | 436 | −5,83 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18 862 | −10,02 | 1 176 | −3,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 64 052 | −30,97 | 3 994 | −27,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 517 | −2,16 | 344 | 3,61 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 126 379 | −21,27 | 7 881 | −16,74 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 8 505 | −15,22 | 832 | 40,78 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 26 493 | −1,48 | 1 652 | 4,23 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 90 098 | −16,40 | 5 618 | −11,58 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7 028 | −1,47 | 438 | 4,29 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 7 260 | −4,47 | 453 | 0,89 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 7 058 | −13,61 | 440 | −8,52 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7 913 | −20,19 | 493 | −15,58 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 8 566 | −7,35 | 534 | −2,02 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 114 823 | −9,27 | 7 160 | −4,03 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 34 108 | −7,85 | 2 127 | −2,57 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 24 722 | −0,32 | 1 542 | 5,40 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 14 118 | −31,90 | 880 | −27,99 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 28 800 | −26,29 | 1 776 | −21,84 |
