Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Brio Consultants, LLC | 181 371 | −0,23 | 8 922 | 8,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 | −62,16 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 953 050 | −2,62 | 46 881 | 6,28 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 12 372 | −1,11 | 609 | 7,99 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 490 | −38,58 | 319 | −32,98 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 6 204 | −21,90 | 305 | −14,80 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 6 664 | −5,42 | 328 | 3,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31 630 | −58,22 | 1 556 | −54,43 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 27 014 | −24,05 | 1 329 | −17,16 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 86 075 | −39,12 | 4 234 | −33,54 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 412 | −5,30 | 709 | 3,36 | ||||
| 2025-05-05 | 13F | Pictet Asset Management Holding SA | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | −50,00 | 0 | |||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 137 | −25,54 | 7 | −25,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 197 | −34,48 | 59 | −29,27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 212 | −11,79 | 60 | −3,28 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 40 880 | −1,67 | 2 011 | 7,31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21 584 | −25,36 | 1 062 | −18,57 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21 904 | −12,29 | 1 077 | −4,27 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 678 | −3,34 | 329 | 5,47 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15 552 | −11,66 | 804 | 0,63 | ||||
| 2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Copperleaf Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 7 414 | −0,36 | 365 | 8,66 | ||||
| 2025-08-28 | NP | Principal Diversified Select Real Asset Fund | 86 075 | −39,12 | 4 234 | −33,54 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 885 | −23,26 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 48 | −99,36 | 2 | −99,42 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 539 | −4,02 | 518 | 4,86 | ||||
| 2025-04-23 | 13F | Clearview Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | JB Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 5 485 | −3,69 | 270 | 5,08 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 360 | −0,80 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 195 698 | −1,21 | 9 626 | 7,82 | ||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 4 475 | −10,93 | 220 | −2,65 | ||||
| 2025-04-29 | 13F | Sutton Place Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 527 | −68,42 | 294 | −70,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 697 | −3,45 | 477 | 5,31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 262 | −23,71 | 111 | −16,54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 942 | −4,43 | 243 | 4,29 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | ONE Advisory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 7 650 | −7,23 | 376 | 1,35 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 7 629 | −59,90 | 375 | −56,24 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | W Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 21 | −72,73 | 1 | −66,67 | ||||
| 2025-05-01 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 72 612 | −21,20 | 4 | −25,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 035 | −15,17 | 444 | −7,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 394 538 | −2,04 | 19 406 | 6,91 | ||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | −40,00 | 0 | |||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 61 741 | −8,75 | 3 037 | −0,39 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 744 | −6,91 | 381 | 1,33 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 895 | −42,00 | 44 | −36,23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100 927 | −9,16 | 5 | −20,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 238 | −57,61 | 110 | −53,59 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 112 | −1,11 | 399 | 8,13 | ||||
| 2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 66 880 | −16,81 | 3 290 | −9,22 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 165 | −0,26 | 1 139 | 8,89 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 630 | −7,08 | 277 | 1,10 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 4 523 | −20,05 | 222 | −12,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 319 899 | −28,03 | 15 736 | −21,45 | ||||
| 2025-04-10 | 13F | Legacy Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | −99,92 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 486 | −31,17 | 73 | −24,74 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 30 375 | −4,96 | 1 | 0,00 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 20 264 | −46,15 | 997 | −41,24 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10 953 | −3,95 | 539 | 4,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 69 143 | −6,26 | 3 401 | 2,32 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 6 368 | −35,97 | 313 | −30,13 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8 242 | −1,61 | 405 | 7,43 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 715 | −58,91 | 32 | −56,16 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 566 | −13,02 | 126 | −4,55 | ||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 914 310 | −3,54 | 94 165 | 5,28 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 10 411 | −9,58 | 512 | −1,16 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | AllSquare Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 018 | −59,98 | 444 | −56,35 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 21 757 | −9,16 | 1 070 | −0,83 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 765 | −10,65 | 972 | −0,10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 224 | −13,18 | 11 | 0,00 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 857 | −2,19 | 1 026 | 6,66 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 931 | −7,04 | 596 | 3,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 249 | −12,17 | 504 | −4,00 | ||||
| 2025-04-29 | 13F | Bush Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 295 | −25,61 | 211 | −18,85 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 856 | −20,57 | 3 | −33,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 132 | −26,14 | 203 | −19,44 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 085 | −0,73 | 299 | 8,33 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 783 | −1,44 | 383 | 7,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131 628 | −3,04 | 6 475 | 5,84 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 323 | −0,01 | 754 | 9,13 | ||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 967 | −44,53 | 933 | −39,48 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 250 | −47,49 | 258 | −42,67 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 635 | −2,91 | 31 | 6,90 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 638 | −61,75 | 130 | −58,39 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 16 551 | −0,10 | 814 | 9,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 161 | −12,97 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 8 010 | −6,12 | 394 | 2,60 | ||||
| 2025-04-10 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 387 168 | −6,37 | 19 045 | 2,19 | ||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 321 478 | −1,25 | 15 813 | 7,78 | ||||
| 2025-05-12 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 129 184 | −3,70 | 6 355 | 5,11 | ||||
| 2025-05-13 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 4 757 | −11,55 | 234 | −3,72 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 479 | −0,27 | 270 | 8,91 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2 635 | −20,94 | 130 | −14,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 470 | −81,88 | 23 | −80,17 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 657 160 | −2,04 | 32 326 | 6,92 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 284 | −2,93 | 653 | 6,01 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 90 | −92,94 | 4 | −92,98 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 27 658 | −3,82 | 1 360 | 4,94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 13 067 | −27,86 | 643 | −21,32 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 10 | −16,67 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 352 004 | −27,64 | 17 316 | −21,02 | ||||
| 2025-05-02 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | MKT Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 727 | −4,03 | 528 | 4,77 | ||||
| 2025-04-23 | 13F | Vantage Point Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | CAP Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 145 814 | −8,67 | 7 173 | −0,33 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 8 070 | −9,54 | 397 | −1,49 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Keystone Financial Services | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 130 774 | −19,60 | 6 433 | −12,25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 64 481 | −64,02 | 3 | −66,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 876 | −29,40 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 65 138 | −5,73 | 3 204 | 2,89 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6 374 | −1,68 | 314 | 7,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 820 | −69,60 | 1 024 | −66,82 | ||||
| 2025-05-09 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 520 | −14,85 | 75 | −7,50 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 516 | −19,70 | 75 | −12,94 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 60 086 | −32,96 | 2 956 | −26,80 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Shared Vision Wealth Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 5 525 | −93,04 | 272 | −92,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 596 | −34,95 | 669 | −29,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 797 877 | −0,75 | 481 958 | 8,32 | ||||
| 2025-05-12 | 13F | Bay Harbor Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 367 | −51,02 | 215 | −48,06 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5 800 | −2,95 | 292 | 8,15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29 094 | −7,54 | 1 431 | 0,92 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 409 | −25,79 | 1 102 | −19,33 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 37 | −2,63 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 735 | −14,94 | 430 | −7,14 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 776 | −2,88 | 38 | 5,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 372 057 | −6,08 | 18 301 | 2,50 | ||||
| 2025-05-06 | 13F | Advocacy Wealth Management Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6 600 | −1,95 | 288 | −7,72 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 65 453 | −16,04 | 3 220 | −8,37 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 892 | −8,14 | 339 | 0,30 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 177 | −0,56 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 028 710 | −6,51 | 50 602 | 2,03 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32 178 | −4,61 | 1 583 | 4,08 | ||||
| 2025-08-08 | 13F | Creative Planning | 442 378 | −1,17 | 21 761 | 7,86 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 40 658 | −27,93 | 2 005 | −21,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20 912 | −49,62 | 1 057 | −43,48 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 192 | −36,46 | 206 | −30,64 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 975 | −0,18 | 835 | 9,01 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 431 | −8,30 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 69 | −33,65 | 3 | −25,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 95 418 | −13,54 | 4 694 | −8,12 | ||||
| 2025-04-30 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 98 | −99,33 | 5 | −99,39 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 288 | −4,03 | 211 | 4,48 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 126 230 | −25,41 | 6 209 | −18,59 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 320 | −50,25 | 508 | −45,72 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 364 | −11,19 | 2 182 | −3,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 4 593 | −3,65 | 226 | 5,14 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 829 | −9,66 | 1 516 | −1,43 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 61 000 | −50,69 | 3 001 | −46,19 | ||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 28 881 | −4,61 | 1 421 | 4,11 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 933 | −31,61 | 243 | −25,54 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28 | −72,28 | 1 | −75,00 | ||||
| 2025-04-15 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11 206 | −18,37 | 578 | −6,32 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4 924 | −6,60 | 242 | 2,11 | ||||
| 2025-04-25 | 13F | RCS Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 896 | −0,71 | 290 | 8,61 | ||||
| 2025-05-13 | 13F | Certus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 097 | −41,55 | 497 | −36,25 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 0 | −100,00 | 0 |
