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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 78 772 | −1,87 | 4 156 | −1,12 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 208 052 | −0,73 | 10 847 | −0,52 | ||||
| 2025-08-05 | 13F | Arch Capital Group Ltd. | 469 378 | −73,05 | 25 | −73,63 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 105 276 | −4,28 | 5 554 | −3,56 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38 139 | −1,58 | 2 012 | −0,84 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 35 795 | −39,13 | 1 889 | −38,68 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4 430 | −31,10 | 234 | −30,65 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 16 946 | −14,25 | 894 | −13,54 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 610 | −40,46 | 452 | −40,42 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 14 596 | −3,34 | 770 | −2,53 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 18 232 | −0,28 | 958 | −0,10 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 18 168 | −8,93 | 959 | −8,24 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 748 | −7,47 | 356 | −6,56 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 625 238 | −3,62 | 32 988 | −2,90 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7 920 | −0,25 | 418 | 0,48 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 21 142 040 | −0,79 | 1 115 454 | −0,05 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 328 625 | −2,46 | 17 338 | −1,73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 933 | −18,12 | 366 | −17,61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27 224 | −19,67 | 1 437 | −18,95 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 53 627 | −0,16 | 2 829 | 0,60 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 380 | −75,00 | 20 | −74,68 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 196 581 | −6,59 | 10 372 | −5,89 | ||||
| 2025-04-22 | NP | DFLAX - BNY Mellon Floating Rate Income Fund Class A | 44 185 | −30,43 | 2 313 | −30,16 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10 182 | −23,40 | 537 | −22,84 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 72 001 | −0,00 | 3 799 | 0,74 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 511 | −1,59 | 238 | −0,83 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 38 207 | −20,39 | 2 016 | −19,82 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 14 537 | −0,39 | 761 | 0,93 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 8 657 | −15,59 | 457 | −15,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 614 | −6,09 | 1 773 | −5,39 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 27 060 | −2,57 | 1 428 | −1,86 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 42 788 | −1,89 | 2 257 | −1,14 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 013 | −11,22 | 211 | −9,87 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 395 000 | −52,41 | 20 465 | −52,41 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 279 948 | −8,16 | 14 770 | −7,47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 37 187 | −2,28 | 1 962 | −1,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 237 361 | −34,42 | 12 507 | −34,02 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 7 822 | −59,04 | 413 | −58,80 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 019 329 | −2,24 | 159 | −1,24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37 770 | −2,97 | 1 993 | −2,26 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 4 114 | −18,10 | 215 | −16,99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 120 405 | −2,63 | 58 799 | −2,43 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 335 | −7,20 | 18 | −5,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 615 | −36,25 | 771 | −35,75 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 130 940 | −5,84 | 6 908 | −5,14 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Aviance Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20 480 | −12,90 | 1 081 | −12,27 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 830 | −32,85 | 44 | −32,81 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 031 | −23,66 | 213 | −23,19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 151 322 | −0,53 | 7 984 | 0,21 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 473 | −96,36 | 78 | −96,36 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 809 | −8,47 | 1 204 | −7,81 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 41 594 | −0,50 | 2 194 | 0,23 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 40 674 | −12,45 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 28 282 | −5,10 | 1 492 | −4,36 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 477 429 | −1,17 | 25 189 | −0,43 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 264 681 | −0,18 | 13 965 | 0,56 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 267 088 | −9,69 | 14 081 | −9,10 | ||||
| 2025-07-24 | 13F | Eastern Bank | 36 190 | −77,56 | 1 909 | −77,39 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 8 889 | −1,30 | 469 | −0,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121 684 | −39,97 | 6 | −40,00 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 9 770 000 | −6,06 | 515 465 | −5,36 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 13 914 | −1,90 | 734 | −1,08 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 19 081 | −45,28 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 076 | −63,76 | 479 | −63,54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Sabal Trust CO | 110 681 | −15,60 | 5 796 | −14,50 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26 654 | −5,41 | 1 396 | −3,33 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 15 949 | −5,18 | 837 | −4,67 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5 662 | −2,83 | 299 | −2,30 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 8 874 | −95,68 | 468 | −95,65 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 43 555 | −5,03 | 2 298 | −4,33 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 413 557 | −0,28 | 21 819 | 0,47 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 322 | −0,47 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 24 273 | −4,10 | 1 281 | −3,40 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 84 263 | −4,72 | 4 446 | −4,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3 539 | −2,99 | 187 | −2,62 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 7 481 | −62,29 | 395 | −62,04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 559 | −25,46 | 399 | −25,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20 351 | −15,61 | 1 074 | −14,98 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 177 325 | −1,97 | 9 356 | −1,25 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 45 071 | −16,64 | 2 378 | −16,04 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8 984 | −1,18 | 474 | −0,63 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 137 586 | −29,34 | 7 225 | −28,93 | ||||
| 2025-05-15 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 234 665 | −1,72 | 12 289 | −0,44 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31 103 | −16,87 | 1 641 | −16,28 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 438 595 | −41,95 | 23 022 | −41,42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 12 300 | −10,55 | 649 | −10,12 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116 510 | −7,17 | 6 147 | −6,47 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 43 993 | −13,25 | 2 321 | −12,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 33 981 | −8,90 | 1 793 | −8,24 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36 007 | −2,76 | 1 900 | −2,06 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 362 158 | −4,60 | 19 107 | −3,89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 95 104 | −27,27 | 5 018 | −26,73 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 13 577 | −18,06 | 716 | −17,42 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 6 294 | −3,05 | 332 | −2,06 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 82 107 | −8,99 | 4 309 | −7,85 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 3 954 | −22,17 | 209 | −21,80 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 43 260 | −13,95 | 2 282 | −13,30 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 69 005 | −4,42 | 3 618 | −3,78 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 126 014 | −9,09 | 6 648 | −8,42 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 47 032 | −0,03 | 2 481 | 0,73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58 639 | −1,59 | 3 094 | −0,87 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 84 349 | −15,67 | 4 450 | −14,59 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 897 059 | −22,45 | 47 329 | −21,87 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 22 724 | −21,08 | 1 199 | −20,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13 928 | −65,72 | 735 | −65,51 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 732 | −3,11 | 566 | −2,41 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17 419 | −0,72 | 1 | |||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 177 207 | −0,13 | 9 349 | 0,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 816 | −8,64 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 209 465 | −13,03 | 11 051 | −12,38 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 42 967 | −3,16 | 2 267 | −2,45 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8 135 | −2,85 | 429 | −2,05 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 11 368 | −4,15 | 1 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 659 812 | −3,76 | 34 568 | −2,69 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 59 239 | −8,62 | 3 102 | −7,43 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 63 890 | −0,85 | 3 371 | −0,12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 31 512 | −3,97 | 1 663 | −1,19 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 129 940 | −2,87 | 7 | −14,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 563 408 | −22,09 | 29 725 | −21,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 647 281 | −2,08 | 86 911 | −1,35 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 15 251 | −2,64 | 805 | −1,95 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 18 730 | −1,75 | 988 | −1,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 209 | −7,82 | 1 013 | −7,15 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 19 289 | −0,93 | 1 018 | −0,20 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 962 | −14,44 | 156 | −13,81 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 4 681 | −0,81 | 247 | 0,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 391 742 | −2,09 | 20 668 | −1,36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 179 428 | −4,10 | 9 467 | −3,39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 87 674 | −37,12 | 4 626 | −36,66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 116 092 | −2,26 | 6 125 | −1,53 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 31 964 | −0,93 | 1 686 | −0,18 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 248 321 | −2,13 | 13 101 | −1,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 88 567 | −5,91 | 4 673 | −5,21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26 031 | −5,43 | 1 373 | −4,72 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cottage Street Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 9 297 | −0,56 | 490 | 0,20 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 4 139 | −7,18 | 218 | −6,44 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 076 | −2,46 | 215 | −1,38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 402 | −72,21 | 74 | −72,35 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 743 | −23,48 | 39 | −22,00 | ||||
| 2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17 660 | −22,22 | 932 | −21,70 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 113 | −1,90 | 111 | −0,89 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 17 350 | −2,80 | 915 | −2,03 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 219 005 | −11,44 | 11 555 | −10,78 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Sun Life Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 3 847 | −0,65 | 203 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6 461 | −0,32 | 341 | 0,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 14 291 | −1,60 | 754 | −0,92 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 44 295 | −6,18 | 2 337 | −5,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 334 | −0,64 | 123 | 0,00 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 30 007 | −1,03 | 1 583 | −0,25 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 13 301 | −9,07 | 702 | −8,49 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 473 979 | −2,96 | 77 767 | −2,24 | ||||
| 2025-05-05 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New World Advisors LLC | 41 878 | −11,17 | 2 209 | −10,49 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 6 070 | −6,62 | 320 | −5,88 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 5 450 | −6,84 | 288 | −6,21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 38 466 | −1,42 | 2 029 | −0,69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 326 425 | −1,47 | 17 222 | −0,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 816 | −0,38 | 782 | 0,39 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 4 123 | −0,48 | 218 | 0,46 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 1 969 | −3,34 | 104 | −2,83 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 134 040 | −0,04 | 7 072 | 0,70 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32 939 | −0,52 | 1 738 | 0,17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2 688 | −33,66 | 142 | −33,49 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5 370 | −1,10 | 283 | 0,00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4 634 | −3,50 | 243 | −3,19 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 150 | −52,98 | 8 | −56,25 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 14 851 | −0,98 | 784 | −0,38 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 30 264 | −0,96 | 1 597 | −0,25 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 56 547 | −9,34 | 3 028 | −7,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 57 890 | −83,11 | 3 054 | −82,99 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 12 530 | −94,83 | 658 | −94,78 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 372 581 | −1,12 | 19 657 | −0,39 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 55 525 | −15,38 | 2 929 | −14,76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 881 002 | −4,95 | 46 482 | −4,24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 888 | −3,64 | 522 | −2,98 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 200 553 | −3,34 | 10 581 | −2,61 | ||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 485 256 | −2,77 | 25 529 | −2,03 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 746 | −2,22 | 1 411 | −1,47 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 63 801 | −0,04 | 3 366 | 0,72 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7 676 | −16,35 | 405 | −15,83 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 556 731 | −5,48 | 29 373 | −4,77 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 76 971 | −1,50 | 4 061 | −0,78 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 29 445 | −1,34 | 1 554 | −0,58 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 7 382 594 | −3,54 | 389 506 | −2,82 | ||||
| 2025-07-31 | 13F | United Community Bank | 32 115 | −5,91 | 1 694 | −5,20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 43 | −51,69 | 2 | −50,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 47 666 | −39,99 | 2 515 | −39,55 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 19 739 | −0,95 | 1 041 | −0,19 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 17 190 | −10,61 | 907 | −10,03 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 78 112 | −0,69 | 4 121 | 0,05 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 19 530 | −0,32 | 1 030 | 0,39 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 712 | −59,77 | 564 | 56 300,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44 384 | −3,87 | 2 342 | −3,14 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 817 000 | −10,79 | 43 105 | −10,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 97 788 | −11,99 | 5 159 | −11,34 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 14 370 | −0,69 | 758 | 0,13 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 774 660 | −5,53 | 40 871 | −4,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5 631 | −13,20 | 297 | −12,39 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 29 584 | −3,42 | 1 561 | −2,74 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 72 664 | −10,93 | 3 834 | −10,28 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 264 460 | −7,36 | 13 953 | −6,67 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 51 160 | −26,04 | 2 691 | −25,70 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 51 648 | −7,70 | 2 725 | −7,03 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 236 694 | −3,19 | 12 488 | −2,47 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 50 301 | −98,98 | 2 654 | −98,97 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 113 487 | −2,52 | 5 952 | −2,33 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 400 | −90,69 | 232 | −90,29 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 53 626 | −1,83 | 2 829 | −1,08 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 16 032 | −4,53 | 844 | −4,10 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 37 071 | −2,39 | 1 944 | −1,22 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12 905 | −5,31 | 681 | −4,63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31 596 | −1,19 | 1 667 | −0,42 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 98 959 | −6,40 | 5 221 | −5,69 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 29 004 | −0,22 | 1 530 | 0,53 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 55 959 | −0,78 | 2 952 | −0,03 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 269 | −82,42 | 436 | −82,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 687 322 | −6,77 | 405 583 | −6,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 211 | −16,05 | 433 | −15,43 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 27 554 | −16,79 | 1 454 | −16,21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 616 527 | −5,35 | 32 528 | −4,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 945 151 | −21,60 | 102 626 | −21,02 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 12 179 | −5,92 | 643 | −5,17 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 24 515 | −1,52 | 1 293 | −0,77 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22 992 | −6,78 | 1 213 | −6,04 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 150 637 | −0,06 | 7 948 | 0,68 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 9 148 | −2,16 | 483 | −1,43 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 5 794 | −0,77 | 306 | 0,00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 49 389 | −1,12 | 2 606 | −0,38 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 34 273 | −26,24 | 1 808 | −25,69 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 993 | −0,33 | 474 | 0,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 346 712 | −2,83 | 176 573 | −2,11 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 8 882 | −5,33 | 465 | −4,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 53 226 | −9,45 | 2 808 | −8,77 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20 262 | −11,08 | 1 069 | −9,56 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 946 | −2,46 | 419 | −1,64 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 711 | −44,07 | 407 | −43,77 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 19 712 | −3,12 | 1 040 | −2,44 | ||||
| 2025-05-15 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 566 | −7,83 | 557 | −7,17 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 48 137 | −74,75 | 2 540 | −74,56 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 17 290 | −11,11 | 912 | −10,41 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 223 837 | −7,71 | 11 810 | −7,02 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 563 | −2,96 | 927 | −2,22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 16 | −66,67 | 1 | −100,00 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51 770 | −4,71 | 2 731 | −4,01 | ||||
| 2025-04-23 | 13F | Northland Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Hudson Valley Investment Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 517 776 | −3,27 | 27 318 | −2,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 211 751 | −1,11 | 63 932 | −0,38 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 544 773 | −34,28 | 28 742 | −33,79 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 134 712 | −0,20 | 7 107 | 0,54 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 17 826 | −86,68 | 940 | −86,59 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 234 | −4,17 | 276 | −2,13 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 718 801 | −0,67 | 90 684 | 0,07 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 25 178 | −16,06 | 1 328 | −15,41 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 151 153 | −4,00 | 7 975 | −3,29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 145 232 | −10,69 | 7 662 | −10,03 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 870 | −45,06 | 204 | −44,57 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13 564 | −4,08 | 716 | −3,38 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 764 | −58,86 | 93 | −58,93 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5 554 | −3,36 | 293 | −2,33 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12 051 | −1,21 | 636 | −0,47 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 26 817 | −5,63 | 1 415 | −4,97 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 24 963 | −8,54 | 1 317 | −7,84 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 389 | −4,89 | 495 | −4,26 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 45 405 | −1,35 | 2 396 | −0,62 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 51 413 | −15,27 | 2 713 | −14,64 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 846 | −9,48 | 625 | −8,91 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 229 405 | −7,87 | 12 103 | −7,19 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 158 546 | −3,46 | 8 365 | −2,74 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 332 | −25,83 | 440 | −25,34 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 5 502 | −7,45 | 290 | −6,75 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 23 885 | −32,64 | 1 260 | −32,11 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 13 297 | −82,81 | 2 510 | −38,06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 987 | −2,40 | 11 290 | −1,67 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 7 841 | −21,04 | 411 | −20,08 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 24 271 | −7,03 | 1 281 | −6,36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 287 | −1,25 | 807 | −0,49 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 1 841 278 | −2,45 | 97 146 | −1,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667 525 | −0,73 | 35 219 | 0,01 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 735 | −12,42 | 144 | −11,66 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 519 | −0,58 | 397 | 0,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 62 | −91,29 | 3 | −91,89 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 614 | −35,02 | 560 | −34,62 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 205 500 | −18,96 | 10 842 | −18,35 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4 720 | −4,07 | 249 | −3,11 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 10 590 | −1,93 | 559 | −1,24 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 28 731 | −27,48 | 1 508 | −27,34 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 13 287 182 | −0,14 | 701 032 | 0,59 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 339 783 | −35,34 | 17 927 | −34,86 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 237 262 | −7,02 | 13 | −7,69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 898 005 | −6,38 | 680 519 | −6,70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 656 477 | −29,05 | 34 636 | −28,52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 307 546 | −4,27 | 16 226 | −3,55 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18 795 | −5,60 | 992 | −4,89 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 17 766 | −9,75 | 937 | −9,03 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 975 | −20,03 | 421 | −19,54 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 47 280 | −9,83 | 2 494 | −9,18 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 253 505 | −0,43 | 13 375 | 0,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 576 | −28,56 | 980 | −27,99 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8 043 | −5,78 | 424 | −5,15 | ||||
| 2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 13 083 536 | −1,29 | 686 231 | −1,11 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 810 | −0,08 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 121 995 | −9,48 | 6 436 | −8,81 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 400 | −76,12 | 21 | −76,74 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12 655 | −11,13 | 668 | −10,47 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 31 272 | −5,97 | 1 650 | −5,28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 467 | −1,97 | 658 | 0,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 151 338 | −0,42 | 7 985 | 0,33 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 22 903 | −23,12 | 1 208 | −22,56 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 53 797 | −12,03 | 3 | −33,33 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 126 240 | −2,24 | 6 660 | −1,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 793 896 | −2,61 | 94 646 | −1,89 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 884 | −3,96 | 205 | −3,32 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 4 404 | −8,44 | 232 | −7,57 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6 710 | −67,89 | 354 | −67,64 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 50 945 | −0,59 | 2 688 | 0,15 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 084 | −5,91 | 427 | −5,12 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 30 371 | −21,14 | 1 602 | −20,54 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 753 | −7,89 | 1 570 | −7,21 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 4 719 | −22,12 | 249 | −21,77 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 025 | −3,26 | 318 | −2,76 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 6 324 | −8,37 | 334 | −7,76 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 331 022 | −19,73 | 17 465 | −19,14 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 7 327 | −36,66 | 386 | −36,20 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 40 229 | −10,26 | 2 122 | −9,59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 37 804 | −7,53 | 1 995 | −6,87 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3 886 | −9,33 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 4 361 | −9,73 | 230 | −8,73 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 11 009 | −0,07 | 581 | 0,69 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4 861 | −9,83 | 256 | −9,22 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 60 | −34,07 | 3 | −25,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 10 584 | −76,33 | 558 | −76,16 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 228 642 | −2,57 | 12 063 | −1,84 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 212 946 | −61,22 | 11 235 | −60,93 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27 081 | −49,21 | 1 429 | −48,85 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 29 116 | −0,68 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24 484 | −12,11 | 1 292 | −11,45 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 5 552 | −9,75 | 292 | −8,75 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 530 | −0,55 | 1 347 | 0,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 41 865 | −2,94 | 2 209 | −2,21 | ||||
| 2025-08-08 | 13F | Croban | 52 487 | −10,35 | 2 769 | −9,69 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 11 470 | −3,38 | 605 | −2,58 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 3 852 | −62,15 | 203 | −61,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 189 183 | −2,11 | 9 981 | −1,37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 88 998 | −2,28 | 4 696 | −1,55 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7 650 | −23,69 | 404 | −23,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 120 100 | −43,42 | 59 096 | −43,00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 176 070 | −3,30 | 9 289 | −2,58 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 63 784 | −29,90 | 3 365 | −29,38 | ||||
| 2025-08-08 | 13F | Creative Planning | 326 991 | −0,23 | 17 252 | 0,52 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 61 541 | −2,14 | 3 247 | −1,43 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 141 027 | −2,11 | 112 961 | −1,38 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 340 237 | −27,61 | 17 951 | −27,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 36 814 | −6,33 | 1 942 | −5,64 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44 013 | −0,34 | 2 322 | 0,43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 770 | −91,90 | 304 | −91,85 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 190 537 | −3,29 | 10 053 | −2,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 102 680 | −1,79 | 5 417 | −1,06 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 131 503 | −5,50 | 6 938 | −4,79 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 13 924 | −7,82 | 735 | −7,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | −19,75 | 3 | −25,00 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 12 547 | −77,00 | 662 | −76,86 | ||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 14 050 | −2,32 | 741 | −1,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16 819 | −1,00 | 887 | −0,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 33 981 | −8,90 | 1 793 | 818,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14 707 017 | −27,46 | 775 942 | −26,92 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14 488 | −69,83 | 764 | −69,64 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 263 | −3,78 | 330 | −2,94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 58 628 | −0,98 | 3 093 | −0,26 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143 796 | −0,04 | 7 587 | 0,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pictet North America Advisors SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 7 636 | −3,10 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 153 332 | −8,66 | 8 090 | −7,97 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 515 740 | −1,18 | 27 210 | −0,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 592 | −5,71 | 2 880 | −5,01 |
