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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Synovus Financial Corp | 14 925 | −4,97 | 795 | −3,52 | ||||
| 2025-08-06 | 13F | Simmons Bank | 10 606 | −0,75 | 565 | 0,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 60 | −3,23 | 3 | 0,00 | ||||
| 2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 28 429 | −2,10 | 1 493 | −2,48 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Allocation Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-22 | 13F | Peoples Bank /oh | 81 800 | −12,29 | 4 359 | −11,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 72 360 | −2,69 | 3 856 | −1,25 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7 149 | −17,20 | 381 | −16,11 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 56 007 | −5,57 | 2 963 | −4,88 | ||||
| 2025-05-13 | 13F | Trajan Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33 902 | −7,23 | 1 807 | −5,89 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 6 480 | −1,64 | 345 | −0,29 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 17 311 | −6,37 | 923 | −5,05 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 641 | −1,38 | 34 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 19 928 | −16,61 | 1 062 | −15,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 55 829 | −4,18 | 2 975 | −2,78 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 60 202 | −17,11 | 3 208 | −15,89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 188 203 | −3,11 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 40 115 | −50,67 | 2 138 | −49,96 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 55 360 | −14,32 | 2 950 | −13,06 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6 117 | −16,56 | 325 | −15,62 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4 222 | −0,71 | 225 | 0,45 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 3 371 | −36,61 | 180 | −35,84 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 264 726 | −56,50 | 14 107 | −55,86 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 76 143 | −0,27 | 4 058 | 1,20 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 384 | −15,09 | 287 | −14,11 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 229 019 | −2,61 | 12 204 | −1,18 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 385 | −3,75 | 20 | 0,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 9 138 | −5,64 | 487 | −4,33 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 267 | −0,45 | 281 | 1,45 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 750 | −67,49 | 193 | −68,10 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 508 | −2,22 | 134 | −0,75 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18 286 | −3,55 | 974 | −2,11 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 963 | −3,02 | 531 | −1,67 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 193 663 | −2,86 | 10 320 | −1,43 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 34 839 | −3,54 | 1 857 | −2,11 | ||||
| 2025-08-12 | 13F | Prudential Plc | 8 960 403 | −15,20 | 477 500 | −13,96 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 21 347 | −7,13 | 1 138 | −5,80 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 27 291 | −0,63 | 1 454 | 0,83 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 28 646 | −9,85 | 1 520 | −8,87 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383 | −1,03 | 20 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 254 896 | −0,84 | 13 583 | 0,61 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 187 331 | −27,62 | 9 983 | −26,56 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 11 532 | −13,38 | 615 | −12,16 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 301 151 | −2,69 | 16 048 | −1,26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 986 | −0,42 | 479 | 1,06 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 39 441 | −2,16 | 2 101 | −0,85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70 576 | −0,63 | 3 761 | 0,80 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 467 | −3,27 | 238 | −1,65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 13 930 | −6,21 | 732 | −4,44 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 568 987 | −65,66 | 136 901 | −65,15 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 13 930 | −6,21 | 732 | −4,44 | ||||
| 2025-04-23 | 13F | S.A. Mason LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 213 669 | −67,19 | 11 386 | −66,71 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 344 877 | −0,08 | 18 378 | 1,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 65 931 | −42,76 | 3 513 | −19,13 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 47 831 | −6,57 | 2 549 | −5,21 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 35 764 | −12,66 | 1 906 | −11,40 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 85 361 | −4,56 | 4 549 | −3,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 636 | −47,74 | 34 | −46,77 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 181 | −99,72 | 10 | −99,74 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 13 074 | −1,95 | 697 | −0,57 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 936 | −11,49 | 210 | −10,30 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 019 | −9,38 | 907 | −8,11 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 266 | −0,82 | 494 | 0,61 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 6 454 | −1,90 | 344 | −0,58 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 273 676 | −6,04 | 15 | −6,67 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 367 | −63,66 | 552 | −63,15 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 075 021 | −1,24 | 57 288 | 0,21 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 35 899 | −1,32 | 1 910 | −0,05 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 172 571 | −8,18 | 9 196 | −6,83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 023 | −18,16 | 55 | −16,92 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 3 526 | −1,62 | 188 | −0,53 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 6 693 | −5,08 | 357 | −3,78 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 13 991 | −7,10 | 746 | −5,82 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 68 398 | −2,51 | 3 645 | −1,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 974 | −0,62 | 1 225 | 0,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 593 178 | −14,49 | 32 | −13,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | −50,71 | 35 | −50,72 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 14 502 | −1,93 | 773 | −0,52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 414 | −97,21 | 1 | −100,00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 16 890 | −24,23 | 900 | −23,08 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 90 461 | −20,92 | 4 811 | −19,91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 547 | −16,40 | 455 | −15,11 | ||||
| 2025-05-01 | 13F | Rik Saylor Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 14 496 | −8,30 | 772 | −6,99 | ||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 4 400 000 | −11,22 | 234 476 | −9,92 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 83 915 | −14,24 | 4 | −20,00 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 45 570 | −3,66 | 2 428 | −2,25 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20 603 | −1,59 | 1 098 | −0,18 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 130 | −78,72 | 7 | −81,25 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 834 | −13,65 | 577 | −12,31 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 232 182 | −12,26 | 12 194 | −10,54 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 18 811 | −6,52 | 998 | −5,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 50 | −41,18 | 3 | −50,00 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 4 117 | −2,19 | 219 | −0,90 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 11 949 | −92,93 | 637 | −92,83 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 632 | −12,30 | 407 | −11,16 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 3 308 904 | −0,48 | 176 331 | 1,04 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 346 643 | −0,00 | 18 473 | 1,46 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 30 106 | −1,34 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 19 013 | −1,22 | 1 013 | 0,30 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 40 338 | −1,88 | 2 150 | −0,46 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 212 | −28,64 | 597 | −27,64 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 831 224 | −0,92 | 203 991 | 0,49 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 249 | −7,26 | 120 | −6,30 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 20 708 | −0,54 | 1 104 | 0,91 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 120 089 | −12,49 | 6 400 | −11,20 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 137 881 | −1,79 | 7 348 | −0,35 | ||||
| 2025-06-26 | NP | LUBIX - Thrivent Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 35 020 | −3,91 | 1 866 | −2,51 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6 432 | −0,77 | 343 | 0,59 | ||||
| 2025-05-14 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 22 272 | −64,49 | 1 187 | −64,00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 16 899 | −19,64 | 901 | −18,39 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 11 899 | −14,06 | 1 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 58 764 | −19,62 | 3 033 | −21,02 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 248 500 | −0,10 | 13 243 | 1,37 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 273 | −6,12 | 334 | −4,57 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 3 280 475 | −0,48 | 172 258 | −0,83 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 77 954 | −30,25 | 4 154 | −29,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 672 604 | −2,14 | 195 713 | −0,70 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 57 580 | −2,62 | 3 068 | −1,19 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 8 663 | −0,35 | 462 | 1,10 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 8 266 | −61,02 | 440 | −60,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 168 957 | −1,85 | 9 004 | 1,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 958 | −11,07 | 637 | −9,77 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 680 | −56,03 | 303 | −55,46 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 310 698 | −2,46 | 16 368 | 0,30 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 884 812 | −5,70 | 100 442 | −4,31 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71 741 | −19,38 | 3 823 | −18,19 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 392 | −53,73 | 231 | −52,87 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 101 806 | −3,30 | 271 875 | −1,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 906 | −9,02 | 155 | −6,10 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 23 015 | −30,54 | 1 226 | −29,54 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 785 | −15,44 | 95 | −13,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 57 546 907 | −0,03 | 3 066 675 | 1,44 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 31 451 | −3,42 | 1 676 | −2,05 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Allstate Corp | 2 519 799 | −16,62 | 134 280 | −15,40 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 72 955 | −4,53 | 3 888 | −3,14 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 316 785 | −8,10 | 16 881 | −6,75 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 58 339 | −23,52 | 3 109 | −22,42 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 16 000 | −68,75 | 853 | −68,30 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 109 958 | −69,54 | 5 831 | −69,20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 406 825 | −1,61 | 21 680 | −0,17 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 498 | −1,52 | 186 | 0,00 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20 411 | −5,34 | 1 083 | −4,16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 153 283 | −10,96 | 8 168 | −9,66 | ||||
| 2025-08-14 | 13F | Nepc Llc | 160 | −10,61 | 9 | −11,11 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 88 195 | −0,70 | 4 663 | −0,02 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 106 477 | −13,94 | 5 674 | −12,68 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 43 812 | −0,61 | 2 335 | 0,82 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1 429 872 | −8,73 | 76 198 | −7,39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 190 360 | −1,72 | 10 144 | −0,28 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 191 | −7,28 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 151 139 | −24,05 | 8 007 | −23,38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 32 | −64,44 | 2 | −75,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 628 | −7,38 | 353 | −5,87 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21 744 | −1,94 | 1 159 | −0,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 974 | −7,92 | 265 | −6,36 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 328 | −29,16 | 17 | −29,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 308 357 | −69,67 | 16 432 | −69,23 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 323 | −11,51 | 17 | −10,53 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 495 915 | −2,08 | 26 427 | −0,64 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 19 429 | −36,20 | 1 035 | −35,27 | ||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 16 077 | −10,11 | 857 | −8,84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 961 | −5,31 | 478 | −4,02 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 43 923 | −31,46 | 2 341 | −30,46 | ||||
| 2025-08-14 | 13F | Comerica Bank | 236 567 | −2,92 | 12 607 | −1,50 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 22 924 | −27,83 | 1 222 | −26,80 | ||||
| 2025-04-09 | 13F | Cypress Financial Planning Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 70 997 | −3,65 | 3 783 | −2,22 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9 051 | −51,93 | 482 | −51,21 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 41 271 | −2,67 | 2 199 | −1,26 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 4 502 | −73,28 | 240 | −72,96 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 33 216 | −16,80 | 1 770 | −15,55 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 135 422 | −3,89 | 7 217 | −2,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 15 668 | −7,53 | 835 | −6,19 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 64 791 | −7,91 | 3 453 | −6,58 | ||||
| 2025-08-08 | 13F | Renasant Bank | 25 385 | −10,98 | 1 353 | −9,69 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Rareview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105 168 | −3,85 | 5 604 | −2,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 051 | −8,58 | 802 | −7,18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 297 594 | −1,28 | 15 859 | 0,17 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21 095 | −5,70 | 1 124 | −4,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 081 | −4,60 | 591 | −3,28 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 382 140 | −2,87 | 20 364 | −1,44 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 339 969 | −3,95 | 18 117 | −2,54 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 96 000 | −56,48 | 5 116 | −55,85 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 633 | −0,90 | 780 | 0,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 853 | −25,80 | 205 | −24,63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 46 998 | −3,02 | 2 505 | −1,61 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 966 377 | −9,21 | 104 788 | −7,88 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 565 571 | −1,17 | 30 139 | 0,28 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 25 052 | −4,06 | 1 335 | −2,63 | ||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 6 400 | −13,51 | 341 | −12,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 664 | −39,79 | 302 | −39,07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 987 226 | −3,44 | 52 609 | −2,03 | ||||
| 2025-08-28 | NP | GPINX - GuidePath(R) Income Fund | 496 356 | −5,93 | 26 451 | −2,68 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 170 777 | −14,81 | 9 101 | −13,56 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 269 312 | −2,27 | 14 352 | −0,84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 740 | −27,76 | 999 | −26,73 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 22 695 | −0,75 | 1 209 | 0,75 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 446 486 | −0,14 | 77 083 | 1,32 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 109 290 | −1,84 | 5 824 | −0,39 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 24 912 | −2,88 | 1 328 | −1,48 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 850 | −10,48 | 1 004 | −9,14 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 353 | −2,03 | 232 | −0,86 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 908 | −7,79 | 421 | −6,44 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 84 813 | −2,59 | 4 520 | −1,16 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 66 947 | −0,01 | 3 568 | 1,45 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 10 098 | −18,49 | 538 | −17,23 | ||||
| 2025-07-17 | 13F | SWS Partners | 60 144 | −0,31 | 3 205 | 1,17 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 189 222 | −0,89 | 10 078 | 0,59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 525 841 | −0,79 | 241 182 | 0,66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 968 621 | −4,16 | 104 908 | −2,75 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 511 | −7,33 | 294 | −6,09 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 186 588 | −12,73 | 9 898 | −11,25 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 903 | −15,10 | 315 | −13,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 723 942 | −0,27 | 305 029 | 1,19 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 17 478 | −23,79 | 931 | −22,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 141 | −13,11 | 221 | −12,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 180 103 | −24,56 | 9 596 | −23,46 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 9 266 | −2,38 | 494 | −1,00 | ||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 28 881 | −3,26 | 1 539 | −1,79 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 43 875 | −4,57 | 2 338 | −3,15 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 039 | −1,23 | 269 | 0,37 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 264 | −39,49 | 67 | −38,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 756 | −1,56 | 1 000 | −0,10 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 131 | −4,45 | 380 | −2,81 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 23 390 | −0,23 | 1 246 | 1,22 | ||||
| 2025-05-14 | 13F | Bragg Financial Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 957 | −3,44 | 211 | −2,33 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 323 000 | −25,85 | 17 213 | −24,76 | ||||
| 2025-04-22 | NP | DFLAX - BNY Mellon Floating Rate Income Fund Class A | 57 285 | −14,37 | 3 019 | −14,43 |
