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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 83 551 | −3,14 | 9 950 | −2,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 32 | −11,11 | 4 | −25,00 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7 482 | −2,22 | 891 | −1,33 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1 015 643 | −10,79 | 120 954 | −10,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 501 | −11,39 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21 142 | −81,77 | 2 518 | −81,63 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4 767 | −0,60 | 568 | 0,18 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 314 | −41,18 | 2 181 | −40,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 295 655 | −6,33 | 154 300 | −5,57 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 894 | −39,39 | 225 | −39,02 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 22 534 | −11,25 | 2 684 | −10,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 100 450 | −0,10 | 11 963 | 0,71 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 469 | −0,72 | 294 | 0,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 045 001 | −1,60 | 124 449 | −0,80 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4 704 | −8,29 | 560 | −7,44 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 572 | −34,22 | 545 | −33,74 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 36 782 | −74,41 | 4 380 | −74,20 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 850 | −8,11 | 101 | −7,34 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 200 721 | −2,96 | 23 904 | −2,18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 154 177 | −9,19 | 18 361 | −8,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 755 | −23,47 | 1 876 | −22,83 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 5 501 | −1,64 | 655 | −0,76 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 17 163 | −3,69 | 2 044 | −2,95 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53 644 | −6,09 | 6 388 | −5,32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 31 655 | −21,38 | 3 770 | −20,75 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 710 | −11,15 | 323 | −10,56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18 127 | −35,03 | 2 159 | −34,51 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | CSM Advisors, LLC | 229 600 | −49,36 | 27 | −49,06 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 16 185 | −0,89 | 1 927 | −0,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 240 942 | −8,02 | 28 450 | −8,06 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14 697 | −10,27 | 1 750 | −9,51 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 2 597 | −7,81 | 307 | −5,85 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 146 825 | −24,97 | 17 485 | −24,36 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 37 745 | −20,64 | 4 495 | −19,99 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 28 | −69,57 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 26 990 | −10,66 | 3 183 | −9,19 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 40 433 | −4,90 | 4 815 | −4,12 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 46 761 | −0,05 | 5 569 | 0,76 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 551 610 | −1,37 | 65 691 | −0,57 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4 770 | −3,77 | 568 | −2,91 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 600 | −48,44 | 786 | −48,08 | |||
| 2025-08-14 | 13F | Obsido Oy | 4 343 | −1,56 | 517 | −0,77 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 1 762 | −35,20 | 210 | −34,89 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13 796 | −16,91 | 1 643 | −16,22 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 5 018 | −12,04 | 598 | −11,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 469 | −8,73 | 770 | −7,89 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 570 032 | −13,34 | 187 | −13,08 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 94 951 | −31,24 | 11 305 | −30,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 141 | −37,29 | 1 208 | −36,81 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 837 | −45,74 | 338 | −45,38 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 696 | −26,13 | 202 | −25,83 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 644 | −6,64 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 874 374 | −1,01 | 223 219 | −0,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 444 | −11,92 | 1 006 | −11,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 019 266 | −8,30 | 121 384 | −7,56 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 16 931 | −5,73 | 2 013 | −5,09 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2 663 | −1,77 | 317 | −0,94 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 131 | −14,38 | 254 | −13,95 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 687 | −3,13 | 1 382 | −3,02 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 964 | −38,32 | 829 | −37,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 213 772 | −4,27 | 25 458 | −3,50 | ||||
| 2025-08-14 | 13F | Atlas Merchant Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 58 400 | −40,89 | 6 955 | −40,42 | |||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 19 876 | −23,53 | 2 367 | −22,90 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17 068 | −51,61 | 2 033 | −51,24 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8 575 | −18,84 | 1 013 | −16,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 981 | −58,75 | 234 | −58,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 106 | −16,54 | 608 | −15,79 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 1 197 | −6,04 | 143 | −5,33 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 2 641 | −12,20 | 315 | −11,55 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4 937 | −0,46 | 588 | 0,34 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 27 921 | −17,13 | 3 226 | −18,94 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 55 591 | −28,59 | 6 620 | −28,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 170 767 | −1,24 | 20 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 004 | −42,00 | 239 | −41,67 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 2 908 | −7,18 | 343 | −7,32 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4 445 | −3,62 | 529 | −2,76 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 1 738 | −92,75 | 207 | −92,61 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2 154 | −16,19 | 255 | −16,17 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 90 000 | −64,71 | 10 718 | −64,42 | |||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 109 | −44,10 | 13 | −47,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 793 031 | −12,11 | 808 982 | −11,40 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 63 790 | −15,73 | 7 597 | −15,05 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 424 | −8,46 | 289 | −7,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 556 559 | −1,20 | 66 281 | −0,40 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 378 | −1,61 | 1 593 | −0,81 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 15 878 | −6,51 | 1 886 | −5,23 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2 397 | −0,50 | 285 | 0,35 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 610 | −7,89 | 5 313 | −5,06 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 017 315 | −2,05 | 478 422 | −1,26 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 3 878 | −20,70 | 462 | −20,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 371 | −5,12 | 44 | −4,35 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 9 | −35,71 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 834 | −10,30 | 576 | −9,59 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 800 | −5,31 | 214 | −4,46 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 8 377 | −7,49 | 998 | −6,74 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 7 302 | −0,96 | 870 | −0,23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 536 | −0,97 | 897 | −0,22 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp 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 | 220 | −75,56 | 26 | −74,76 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 16 873 | −9,31 | 2 009 | −8,56 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 50 720 | −1,09 | 6 040 | −0,28 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 251 | −6,10 | 973 | −7,24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 461 771 | −1,70 | 54 992 | −0,91 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 016 | −9,35 | 240 | −8,40 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 28 | −72,00 | 3 | −72,73 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 829 | −20,44 | 99 | −20,33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 108 | −38,64 | 13 | −40,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 22 381 | −1,86 | 2 665 | −1,08 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 260 | −7,84 | 984 | −7,09 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 799 | −2,08 | 95 | −1,04 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8 721 | −5,08 | 1 039 | −4,33 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 33 165 | −4,85 | 3 916 | −4,88 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2 737 | −1,97 | 326 | −1,22 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 2 200 | −50,00 | 262 | −49,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73 278 | −21,81 | 8 727 | −21,18 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 73 659 | −17,63 | 8 772 | −16,96 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 364 973 | −10,21 | 400 694 | −9,50 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 20 | −92,67 | 2 | −93,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 135 652 | −25,06 | 16 155 | −24,46 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 18 225 | −0,30 | 2 170 | 0,51 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 17 748 | −61,37 | 2 114 | −61,07 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 15 905 | −3,87 | 1 894 | −3,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 76 573 | −5,83 | 9 119 | −5,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 688 | −25,96 | 201 | −25,28 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 331 | −18,48 | 1 230 | −17,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 318 800 | −64,49 | 37 966 | −64,21 | |||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 229 | −0,43 | 27 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5 135 | −16,30 | 612 | −13,70 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 39 756 | −31,56 | 4 735 | −31,01 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 887 | −2,99 | 463 | −2,33 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 47 124 | −0,32 | 5 612 | 0,48 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 214 952 | −4,01 | 25 599 | −3,23 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1 901 | −80,29 | 226 | −79,71 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 600 | −97,42 | 1 024 | −97,40 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 502 | −58,84 | 4 942 | −58,51 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 24 149 | −2,00 | 2 876 | −1,24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 4 139 | −9,75 | 493 | −9,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 724 | −40,70 | 563 | −40,28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4 292 100 | −32,91 | 511 146 | −32,37 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 268 623 | −1,59 | 31 990 | −0,79 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 41 160 | −0,62 | 4 902 | 0,18 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 811 | −6,93 | 930 | −6,16 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 22 627 | −3,73 | 2 695 | −2,95 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 55 916 | −63,64 | 6 676 | −62,62 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 3 008 | −16,30 | 358 | −15,57 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 55 000 | −62,68 | 6 550 | −62,38 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16 566 | −4,56 | 1 973 | −3,80 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 641 | −0,61 | 1 029 | 0,19 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 55 876 | −11,37 | 6 654 | −10,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 250 000 | −58,33 | 29 772 | −58,00 | |||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 101 406 | −2,96 | 12 076 | −2,07 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 22 397 | −77,22 | 2 667 | −77,04 | ||||
| 2025-08-14 | 13F | Family Management Corp | 226 | −60,00 | 27 | −60,61 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 59 173 | −4,12 | 7 047 | −3,35 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 6 389 | −3,09 | 761 | −2,31 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 25 685 | −22,11 | 3 059 | −21,49 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 517 | −18,49 | 300 | −17,86 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2 939 | −2,07 | 350 | −1,41 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 450 | −3,25 | 768 | −2,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 225 | −2,41 | 980 | −1,61 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 164 | −59,10 | 20 | −59,57 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 21 881 | −11,60 | 2 606 | −10,91 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 354 984 | −2,64 | 42 275 | −1,85 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 904 | −35,98 | 2 728 | −35,47 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 8 061 | −7,39 | 960 | −6,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 70 576 | −2,36 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Wit, Llc | 2 471 852 | −48,53 | 294 373 | 75,38 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 409 756 | −6,39 | 48 798 | −5,64 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 767 | −8,69 | 2 592 | −7,95 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14 012 | −3,84 | 1 669 | −3,08 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 799 516 | −22,76 | 214 304 | −22,14 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 474 | −42,34 | 56 | −42,27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 29 412 | −0,60 | 3 503 | 0,20 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 24 621 | −11,83 | 2 932 | −11,10 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 2 042 | −2,06 | 243 | −1,22 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16 192 | −7,53 | 1 928 | −6,77 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 25 949 | −7,80 | 3 090 | −7,04 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 2 114 | −9,35 | 252 | −8,73 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 34 200 | −0,62 | 4 073 | 0,17 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 38 423 | −4,64 | 4 576 | −3,89 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5 925 | −2,26 | 706 | −1,54 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 11 407 | −31,65 | 1 358 | −31,10 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 114 833 | −0,01 | 13 675 | 0,80 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 14 | −36,36 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 25 699 | −5,49 | 3 060 | −4,73 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 126 131 | −38,40 | 15 021 | −37,90 | ||||
| 2025-05-09 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 38 170 | −43,22 | 4 546 | −42,77 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 138 997 | −0,29 | 16 553 | 0,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 980 | −0,94 | 712 | −0,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 969 491 | −6,30 | 115 456 | −5,54 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 31 927 | −0,44 | 3 802 | 0,37 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 716 | −84,40 | 85 | −84,05 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 18 611 | −49,61 | 2 216 | −49,20 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 055 521 | −0,49 | 125 702 | 0,32 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 20 950 | −8,88 | 2 495 | −8,17 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 37 653 | −10,42 | 4 484 | −9,69 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 50 980 | −10,12 | 6 020 | −10,30 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 7 234 | −0,29 | 861 | 0,47 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 106 692 | −14,61 | 12 706 | −13,92 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 6 801 | −0,69 | 810 | 0,12 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 3 724 | −2,05 | 444 | −1,34 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 2 597 | −7,81 | 307 | −5,85 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 76 256 | −4,84 | 9 081 | −4,07 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 308 | −7,46 | 275 | −6,80 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 814 | −87,72 | 692 | −87,62 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 1 336 | −10,75 | 159 | −9,66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 16 215 | −13,37 | 1 931 | −12,66 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 4 585 | −9,90 | 546 | −9,15 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 901 | −5,95 | 2 013 | −5,23 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 33 392 | −0,49 | 3 977 | 0,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 159 832 | −10,10 | 19 034 | −9,37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50 008 | −4,46 | 5 956 | −3,69 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 506 | −50,24 | 418 | −49,88 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18 288 | −0,33 | 2 178 | 0,46 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 71 | −48,55 | 8 | −50,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 303 | −11,99 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 105 923 | −4,49 | 12 614 | −3,72 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 716 | −14,54 | 204 | −13,92 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 7 356 | −11,97 | 876 | −11,25 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 251 | −13,97 | 1 102 | −13,31 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5 561 | −34,87 | 662 | −34,33 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Harbor Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 200 198 | −3,93 | 23 842 | −3,15 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 8 091 | −20,79 | 964 | −20,15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 082 | −14,85 | 248 | −14,24 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6 196 | −6,29 | 738 | −5,63 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 106 626 | −0,11 | 12 698 | 0,70 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 631 | −24,20 | 665 | −24,43 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 8 168 | −0,07 | 973 | 0,73 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 14 520 | −2,10 | 1 729 | −1,31 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3 587 | −2,71 | 427 | −1,84 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 38 739 | −10,69 | 4 613 | −9,97 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 219 | −28,61 | 383 | −28,14 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 497 | −70,55 | 774 | −70,34 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 12 | −98,25 | 1 | −98,73 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17 233 | −7,22 | 2 052 | −6,47 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 32 939 | −19,10 | 3 923 | −18,46 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 10 373 | −2,30 | 1 235 | −1,52 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 1 919 | −7,47 | 229 | −6,94 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 684 | −12,86 | 1 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 4 894 | −57,57 | 583 | −57,27 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 026 | −49,42 | 360 | −49,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Call | 150 000 | −41,52 | 17 864 | −41,05 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 110 581 | −1,86 | 13 169 | −1,06 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 374 | −19,93 | 640 | −17,55 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 011 | −51,20 | 1 669 | −50,81 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 63 714 | −63,56 | 7 588 | −63,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 51 280 | −77,89 | 6 107 | −77,72 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 95 | −82,66 | 11 | −82,81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13 993 | −14,35 | 1 666 | −13,68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 889 | −18,02 | 2 964 | −17,35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 4 000 | −0,74 | 476 | 0,00 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 132 | −99,65 | 16 | −99,66 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 074 | −6,31 | 366 | −5,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6 606 | −1,09 | 787 | −0,38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 444 | −64,42 | 53 | −64,63 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 17 230 | −6,31 | 2 052 | −5,57 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 5 313 | −12,72 | 633 | −12,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 527 | −17,35 | 1 | 0,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 42 020 | −1,58 | 5 004 | −0,77 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20 229 | −3,34 | 2 409 | −2,55 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 294 | −62,26 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1 862 | −0,05 | 222 | 0,45 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 178 606 | −24,80 | 21 270 | −24,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 191 | −16,04 | 6 334 | −15,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 46 340 | −7,80 | 5 519 | −7,06 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 989 618 | −1,06 | 1 427 844 | −0,27 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 17 412 | −18,89 | 2 074 | −18,22 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 958 | −1,03 | 471 | −0,21 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 37 465 | −4,37 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3 078 | −1,35 | 367 | −0,54 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 144 347 | −0,12 | 17 190 | 0,69 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 225 420 | −10,29 | 26 845 | −9,56 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 40 743 | −0,03 | 4 852 | 1,34 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 452 | −22,20 | 54 | −22,06 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 13 347 | −0,66 | 1 590 | 0,13 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 42 385 | −59,15 | 5 048 | −58,82 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 365 | −2,72 | 877 | −1,90 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 141 072 | −0,08 | 16 800 | 0,73 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1 438 272 | −6,83 | 171 284 | −6,07 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 12 534 | −49,56 | 1 493 | −49,17 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 19 574 | −6,55 | 2 331 | −5,78 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 135 | −4,92 | 1 088 | −4,23 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 770 | −4,10 | 925 | −3,34 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 148 667 | −15,47 | 17 705 | −14,78 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 102 483 | −94,59 | 12 205 | −94,54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 808 | −2,53 | 570 | −2,23 | ||||
| 2025-05-15 | 13F | Mittelman Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 21 370 | −4,36 | 2 545 | −3,60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 419 902 | −5,03 | 50 006 | −4,26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 62 835 | −2,64 | 7 483 | −1,85 | ||||
| 2025-05-13 | 13F | Juniper Hill Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 20 486 | −0,32 | 2 440 | 0,49 | ||||
| 2025-04-17 | 13F | Mason & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 12 692 | −15,49 | 1 511 | −14,83 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 740 | −9,51 | 445 | −8,81 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 034 684 | −4,12 | 361 401 | −3,35 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 874 151 | −15,57 | 223 193 | −14,89 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 308 477 | −3,17 | 36 737 | −2,38 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3 840 | −78,05 | 457 | −77,88 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 21 479 | −5,22 | 2 558 | −4,48 | ||||
| 2025-07-09 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 67 725 | −6,39 | 8 065 | −5,64 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 601 | −26,66 | 667 | −26,05 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 4 541 | −7,72 | 541 | −7,06 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 374 | −91,02 | 1 355 | −90,95 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 295 867 | −0,29 | 35 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 3 826 | −7,14 | 456 | −6,38 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 76 632 | −1,28 | 9 126 | −0,48 | ||||
| 2025-08-14 | 13F | Acas, Llc | 1 738 | −12,49 | 207 | −12,34 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 49 865 | −9,33 | 6 | −16,67 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 8 289 | −10,80 | 987 | −10,03 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17 872 | −0,10 | 2 128 | 0,71 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 308 | −56,37 | 36 | −55,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 41 400 | −23,19 | 4 930 | −22,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 41 835 | −13,52 | 4 982 | −12,81 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 162 700 | −38,81 | 19 376 | −38,32 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 19 386 | −14,91 | 2 309 | −14,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 297 995 | −0,03 | 35 | 0,00 |
