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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 58 446 | −13,54 | 4 444 | −4,55 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 707 | −44,86 | 814 | −39,12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 22 648 | −51,16 | 2 | −66,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 4 533 | −3,06 | 345 | 6,83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 074 | −69,11 | 82 | −66,11 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 11 836 | −1,54 | 900 | 8,70 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 20 286 | −0,76 | 1 543 | 9,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6 927 | −2,24 | 527 | 15,35 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 6 085 | −30,66 | 463 | −23,51 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38 298 | −10,38 | 2 912 | −1,05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 278 | −10,75 | 2 835 | −1,49 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 149 | −1,32 | 11 | 10,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 723 | −50,00 | 55 | −45,45 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4 051 | −4,50 | 308 | 5,48 | ||||
| 2025-04-29 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 64 501 | −0,86 | 4 905 | 9,42 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 13 884 | −2,12 | 1 056 | 7,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 534 | −5,39 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 40 340 | −1,32 | 3 067 | 8,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Wynn Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 154 091 | −24,45 | 11 717 | −18,81 | ||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 192 453 | −0,25 | 14 634 | 10,11 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 68 286 | −13,40 | 5 192 | −4,42 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 2 641 | −2,44 | 201 | 7,53 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 403 344 | −0,74 | 30 670 | 9,56 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 104 357 | −1,22 | 7 935 | 9,03 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 5 427 | −4,71 | 413 | 5,10 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 856 | −9,04 | 293 | 0,34 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 4 162 | −3,19 | 316 | 6,76 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28 606 | −4,75 | 2 152 | 4,47 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 66 892 | −1,66 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 723 850 | −10,40 | 55 042 | −0,51 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18 138 | −8,64 | 1 379 | 0,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 021 | −1,05 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 430 | −1,15 | 33 | 10,34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 622 | −17,53 | 1 843 | −10,41 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 739 882 | −1,44 | 56 261 | 8,78 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 259 | −40,67 | 324 | −34,62 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 19 622 | −4,15 | 1 492 | 5,82 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 25 668 | −17,76 | 1 952 | −9,26 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 200 | −62,05 | 15 | −58,33 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116 913 | −4,97 | 8 054 | 1,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 536 | −39,09 | 41 | −33,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 414 | −17,92 | 336 | −9,46 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 17 238 | −9,18 | 1 311 | 0,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 172 375 | −2,89 | 13 107 | 7,19 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 7 229 | −1,97 | 550 | 8,28 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 78 288 | −0,14 | 5 953 | 10,22 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 90 320 | −4,09 | 6 868 | 5,86 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 43 | −91,21 | 3 | −90,91 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 710 612 | −11,66 | 54 035 | −2,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 4 738 | −13,56 | 360 | −4,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194 289 | −19,61 | 14 774 | −11,27 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 962 | −23,27 | 149 | −15,34 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 220 047 | −3,15 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55 180 | −54,30 | 4 196 | −49,56 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 234 146 | −4,89 | 17 804 | 4,98 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 649 | −46,55 | 201 | −41,06 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 20 255 | −37,55 | 1 540 | −31,07 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 313 439 | −8,52 | 99 874 | 0,98 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 97 283 | −1,56 | 7 | 16,67 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 708 | −1,98 | 239 | −8,08 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9 632 | −0,84 | 732 | 9,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64 776 | −19,69 | 4 926 | −11,36 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 61 543 | −4,11 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3 253 | −2,98 | 247 | 7,39 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 154 156 | −3,72 | 87 762 | 6,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 270 | −46,65 | 325 | −39,33 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 347 211 | −0,57 | 26 402 | 9,75 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 12 399 | −1,13 | 943 | 9,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 81 397 | −7,26 | 6 189 | 2,37 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 79 928 | −8,45 | 6 078 | 1,05 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 63 731 | −0,87 | 5 189 | 17,19 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 766 | −17,02 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 179 | −91,66 | 318 | −90,81 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 044 | −8,91 | 1 752 | 0,57 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 419 721 | −1,53 | 107 956 | 8,69 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 165 433 | −6,08 | 12 579 | 3,67 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 215 309 | −26,21 | 16 372 | −18,56 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 7 866 | −0,53 | 598 | 9,32 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 12 230 | −53,46 | 930 | −48,67 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 3 835 | −9,38 | 292 | 0,00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 16 796 | −38,35 | 1 277 | −31,93 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 35 711 | −4,74 | 2 715 | 5,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 086 440 | −42,17 | 159 | −36,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 651 | −21,82 | 278 | −13,71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 16 490 | −1,29 | 1 254 | 8,96 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 7 371 | −11,58 | 560 | −2,44 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3 150 680 | −0,81 | 239 578 | 9,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 546 | −4,23 | 1 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 12 412 | −0,25 | 944 | 10,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 006 | −0,27 | 2 130 | 10,08 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 64 | −4,48 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 483 | −13,85 | 265 | −5,04 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 26 865 | −3,30 | 2 043 | 6,74 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 26 005 | −13,57 | 1 977 | −4,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 473 436 | −10,53 | 36 000 | −1,25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 4 302 | −0,39 | 327 | 10,10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 74 904 | −0,33 | 5 696 | 10,01 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 142 | −3,64 | 467 | 6,38 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 29 732 | −7,83 | 2 261 | 1,71 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 172 261 | −2,14 | 13 099 | 8,02 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 207 | −1,87 | 396 | 8,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 95 259 | −2,11 | 7 243 | 8,06 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 778 922 | −65,73 | 59 229 | −62,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 430 | −12,42 | 33 | −3,03 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 83 698 | −7,97 | 6 364 | 1,58 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44 | −30,16 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4 070 | −0,02 | 310 | 10,36 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 11 231 | −14,53 | 852 | −5,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37 372 | −0,13 | 2 842 | 10,20 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 102 959 | −0,18 | 7 829 | 10,19 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 33 675 | −22,40 | 2 561 | −14,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55 192 | −0,19 | 4 197 | 10,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 040 | −81,68 | 79 | −79,80 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16 487 | −22,41 | 1 254 | −14,35 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 46 819 | −16,99 | 3 560 | −8,37 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215 655 | −7,64 | 16 398 | 1,95 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3 576 | −0,22 | 272 | 10,16 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 250 920 | −83,85 | 19 080 | −82,18 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12 207 | −7,92 | 930 | 1,86 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 575 800 | −15,20 | 43 784 | −6,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 516 493 | −3,31 | 115 314 | 6,72 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 11 170 | −2,48 | 849 | 7,60 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6 450 | −19,88 | 490 | −11,71 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9 350 | −1,19 | 711 | 9,06 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 396 512 | −1,39 | 106 191 | 8,84 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 249 816 | −0,58 | 18 996 | 9,75 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20 357 | −8,20 | 1 548 | 1,31 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 25 204 | −0,59 | 1 786 | 3,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3 193 | −0,81 | 243 | 9,50 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 117 174 | −1,51 | 8 910 | 8,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 195 | −32,67 | 243 | −25,77 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 438 386 | −36,55 | 33 335 | −25,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 168 469 | −6,01 | 12 844 | 4,03 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 85 745 | −36,62 | 6 520 | −30,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 296 | −0,06 | 479 | 10,14 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 460 093 | −5,77 | 34 985 | 4,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32 205 | −8,70 | 2 449 | 0,74 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 15 264 | −2,38 | 1 161 | 7,71 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 531 | −47,85 | 116 | −38,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 593 378 | −3,52 | 121 160 | 6,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4 239 | −3,04 | 322 | 6,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 125 983 | −4,47 | 9 580 | 5,45 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 696 600 | −0,58 | 53 | 8,33 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 628 400 | −7,45 | 45 006 | −1,56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 112 | −30,91 | 237 | −23,87 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 50 801 | −1,87 | 3 863 | 8,30 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 147 | −1,71 | 87 | 8,75 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6 002 | −12,21 | 456 | −2,98 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 620 | −18,96 | 275 | −10,42 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 182 727 | −4,84 | 13 895 | 5,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 36 574 | −8,40 | 2 781 | 1,13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 347 | −34,77 | 26 | −27,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 555 511 | −17,05 | 42 | −8,70 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 39 712 | −1,10 | 3 020 | 9,15 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 313 439 | −8,14 | 98 797 | 0,41 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 625 493 | −26,01 | 47 562 | −18,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 436 | −17,52 | 109 | −8,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 196 326 | −9,00 | 90 969 | 0,44 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 15 458 | −19,38 | 1 175 | −10,98 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 198 466 | −21,07 | 15 091 | −12,87 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 55 806 | −1,50 | 3 997 | 4,77 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 16 543 | −1,14 | 1 258 | 9,11 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 097 | −26,94 | 388 | −19,37 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 298 | −9,84 | 251 | −0,79 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 329 | −24,16 | 557 | −16,37 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31 160 | −0,02 | 2 369 | 10,34 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 702 | −6,29 | 890 | 3,37 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 25 567 | −8,42 | 1 944 | 1,09 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5 660 | −13,56 | 430 | −4,66 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 |
