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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 82 626 | −1,76 | 7 445 | 5,86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 123 178 | −32,77 | 11 098 | −27,55 | ||||
| 2025-06-03 | 13F | Invst, LLC | 7 971 | −22,19 | 666 | −23,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 2 900 | −46,30 | 261 | −42,13 | |||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 152 | −36,67 | 14 | −35,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 118 553 | −42,95 | 10 682 | −38,52 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 279 | −38,78 | 386 | −34,08 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 175 | −42,62 | 16 | −40,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 20 604 | −34,41 | 1 856 | −29,32 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 8 900 | −25,02 | 802 | −19,25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 271 059 | −40,59 | 24 422 | −35,97 | ||||
| 2025-08-27 | NP | HCMFX - HCM Dynamic Income Fund Investor Class Shares | 320 536 | −5,14 | 28 880 | 2,23 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2 619 | −46,66 | 236 | −42,68 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41 073 | −45,84 | 3 701 | −41,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 92 001 | −7,81 | 8 289 | −0,65 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 316 618 | −0,69 | 28 527 | 7,02 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59 964 | −35,40 | 5 403 | −30,40 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4 489 | −2,03 | 375 | −3,60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 851 | −27,46 | 437 | −21,82 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 345 | −2,35 | 662 | 5,25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 80 059 | −0,68 | 6 694 | 6,07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 12 188 | −32,05 | 1 098 | −26,75 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 716 | −22,93 | 245 | −17,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 54 844 | −17,40 | 4 941 | −10,99 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 433 937 | −2,35 | 39 098 | 5,27 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 785 | −27,53 | 341 | −21,79 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 43 491 | −72,41 | 3 919 | −70,27 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 758 | −0,79 | 68 | 7,94 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 830 | −12,82 | 255 | −6,27 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 148 | −27,50 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 602 | −30,65 | 54 | −25,00 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 2 825 | −10,94 | 255 | −4,15 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 788 | −16,83 | 251 | −10,36 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 862 | −20,35 | 249 | −15,02 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 5 605 | −42,64 | 505 | −38,19 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 2 755 | −50,97 | 248 | −47,12 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 174 968 | −2,12 | 14 416 | −5,09 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 172 416 | −2,25 | 14 416 | −3,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 146 | −41,23 | 283 | −36,69 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 165 700 | −53,55 | 14 930 | −50,74 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 675 | −55,79 | 2 043 | −52,38 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Calamos Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 2 601 | −4,06 | 234 | 3,54 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 18 099 | −42,12 | 1 631 | −37,64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4 588 | −33,56 | 413 | −28,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 017 | −3,76 | 742 | 6,61 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3 773 | −31,77 | 340 | −26,62 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 6 549 | −21,44 | 606 | −12,93 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 568 | −23,86 | 51 | −17,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 998 | −35,21 | 360 | −30,10 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 242 | −47,05 | 22 | −44,74 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 856 | −25,36 | 0 | |||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 487 552 | −0,30 | 43 928 | 7,45 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4 339 | −21,12 | 391 | −15,03 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 23 000 | −19,41 | 2 072 | −13,52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 7 997 | −19,30 | 721 | −13,04 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 119 059 | −31,82 | 10 727 | −26,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 154 692 | −24,07 | 13 938 | −18,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 198 | −20,51 | 378 | −14,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 020 | −22,21 | 1 804 | −16,18 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 62 107 | −5,01 | 5 596 | 2,34 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 600 | −21,89 | 324 | −15,84 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10 881 | −3,35 | 980 | 4,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10 305 | −14,95 | 928 | −8,39 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 3 993 | −27,43 | 360 | −21,96 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 386 | −40,30 | 1 208 | −35,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 718 250 | −24,24 | 64 714 | −18,36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 376 | −52,67 | 304 | −48,99 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Client First Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 192 | −35,89 | 468 | −31,02 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 56 016 | −6,00 | 5 047 | 1,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 313 | −4,94 | 929 | 2,31 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 232 | −11,45 | 19 | −13,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43 436 | −35,65 | 4 | −40,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 941 | −1,97 | 265 | 5,60 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 36 000 | −38,16 | 3 244 | −33,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 162 070 | −21,18 | 14 605 | −15,05 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 079 | −39,93 | 187 | −35,29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 17 320 | −1,93 | 1 561 | 5,69 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 38 436 | −5,96 | 3 214 | −7,46 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 2 871 | −19,17 | 259 | −12,84 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 111 | −0,80 | 100 | 7,53 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 383 | −5,96 | 215 | 1,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 450 | −33,04 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 46 460 | −3,44 | 4 186 | 4,08 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 16 559 | −33,83 | 1 492 | −28,73 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 504 | −45,38 | 1 037 | −41,14 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 6 742 | −37,77 | 607 | −32,93 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2 742 | −60,51 | 247 | −57,41 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 2 535 | −3,80 | 228 | 3,64 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 576 | −45,19 | 3 | −50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 47 611 | −13,07 | 4 290 | −6,31 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 15 940 | −13,61 | 1 436 | −6,87 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4 768 | −35,35 | 430 | −30,36 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 404 | −22,50 | 217 | −17,87 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 263 | −6,29 | 474 | 1,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 799 | −2,34 | 252 | 5,44 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 121 | −57,95 | 101 | −54,50 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 2 294 | −37,83 | 207 | −33,12 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 4 675 | −33,11 | 421 | −27,91 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 15 174 | −24,95 | 1 367 | −19,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 346 215 | −7,83 | 31 194 | −0,68 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 048 | −18,59 | 455 | −12,36 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 36 882 | −4,20 | 3 323 | 3,26 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 92 358 | −12,39 | 8 322 | −5,58 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 533 | −8,70 | 499 | −1,58 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 57 | −38,71 | 5 | −28,57 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2 910 | −0,82 | 262 | 6,94 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 327 | −12,57 | 390 | −5,81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 495 | −5,59 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 36 401 | −9,90 | 3 280 | −2,90 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 2 742 | −60,51 | 245 | −58,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 9 359 | −38,00 | 843 | −33,20 | ||||
| 2025-08-14 | 13F | Lord, Abbett & Co. Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 729 | −2,12 | 246 | 5,15 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 20 002 | −19,51 | 1 802 | −14,64 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83 407 | −8,94 | 7 515 | −1,88 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 134 | −19,53 | 372 | −13,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 726 | −14,40 | 876 | −7,69 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 106 | −47,54 | 550 | −43,47 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2 930 | −0,10 | 264 | 7,76 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 4 848 | −6,68 | 437 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2 742 | −37,55 | 247 | −32,70 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 | −80,56 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 080 | −37,17 | 277 | −32,27 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8 713 | −17,56 | 785 | −12,58 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 23 566 | −82,55 | 2 123 | −81,19 | ||||
| 2025-05-14 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6 193 | −32,01 | 558 | −26,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 282 | −37,46 | 116 | −32,75 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 688 | −16,15 | 422 | −9,64 | ||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 246 | −30,59 | 1 103 | −25,22 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 183 755 | −18,62 | 17 | −11,11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 97 682 | −52,48 | 8 801 | −48,79 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 5 681 | −31,37 | 512 | −26,16 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 7 003 | −44,90 | 631 | −40,68 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 123 186 | −37,95 | 11 099 | −33,13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 933 246 | −38,76 | 84 084 | −34,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 662 | −13,12 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 758 | −55,49 | 879 | −52,02 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 10 304 | −46,03 | 928 | −41,85 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 322 | −0,35 | 1 741 | 7,34 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 31 300 | −28,05 | 2 820 | −22,46 | ||||
| 2025-04-24 | NP | QVOY - Q3 All-Season Active Rotation ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 514 | −40,23 | 46 | −35,21 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 24 443 | −10,45 | 2 202 | −3,51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 44 921 | −43,93 | 4 | −33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 400 | −40,56 | 1 478 | −35,95 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 6 852 | −7,38 | 617 | −0,16 | ||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 667 | −1,04 | 60 | 7,14 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 22 177 | −2,74 | 1 998 | 4,83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 233 | −16,37 | 201 | −9,87 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 181 | −53,22 | 827 | −49,60 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 21 585 | −10,91 | 1 945 | −4,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 189 271 | −32,59 | 17 053 | −27,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64 062 | −4,27 | 5 782 | 3,34 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 | −20,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 2 907 | −17,79 | 262 | −11,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 037 | −29,64 | 454 | −24,25 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 548 | −5,42 | 208 | −8,77 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14 063 | −42,02 | 1 267 | −37,49 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 172 531 | −29,95 | 15 545 | −24,52 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3 070 | −6,49 | 277 | 0,73 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 837 | −47,50 | 526 | −43,49 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 118 220 | −1,77 | 10 652 | 5,85 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 41 444 | −1,35 | 3 734 | 6,32 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 40 936 | −40,57 | 3 688 | −35,95 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 17 906 | −20,19 | 1 613 | −13,97 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 3 322 | −45,18 | 299 | −40,91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 604 | −52,81 | 272 | −4,58 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 15 814 | −36,73 | 1 | −50,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 52 | −67,09 | 5 | −69,23 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25 281 | −9,88 | 2 278 | −4,45 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Pinnacle Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 371 | −14,12 | 34 | −8,11 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 5 324 | −8,55 | 480 | −1,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 80 105 | −15,10 | 7 218 | −8,51 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10 227 | −48,03 | 921 | −44,01 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 587 | −35,62 | 143 | −30,58 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 6 607 | −3,36 | 595 | 4,20 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 4 005 | −49,27 | 361 | −45,45 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 16 257 | −21,90 | 1 465 | −15,86 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 11 886 | −8,05 | 1 035 | −7,26 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 967 | −7,16 | 808 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 100 | −23,08 | 9 | −10,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 579 | −42,84 | 413 | −11,02 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1 560 | −24,27 | 141 | −18,60 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 599 | −4,90 | 234 | 2,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58 453 | −4,63 | 5 267 | 2,77 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 065 | −22,37 | 1 267 | −16,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 015 | −6,16 | 452 | 1,12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 96 947 | −35,92 | 8 735 | −30,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 62 693 | −31,28 | 5 649 | −25,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 806 | −22,22 | 793 | −16,17 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 058 | −1,46 | 366 | 6,10 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 285 | −43,23 | 24 | −42,86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 691 | −15,72 | 1 053 | −9,15 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 320 536 | −5,34 | 28 880 | 2,01 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 353 | −0,56 | 32 | 6,90 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28 365 | −12,48 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 564 998 | −5,22 | 231 106 | 2,14 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 8 660 | −96,61 | 780 | −96,35 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 751 | −42,82 | 426 | −38,88 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 91 793 | −20,00 | 8 271 | −13,79 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2 998 | −18,93 | 270 | −12,62 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 15 755 | −11,10 | 1 420 | −4,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 | −60,87 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 91 606 | −3,42 | 8 254 | 4,07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 34 648 | −23,40 | 3 122 | −17,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11 810 | −30,29 | 1 064 | −24,86 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3 332 | −39,88 | 300 | −35,21 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 73 095 | −6,11 | 6 586 | 1,17 |
