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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 318 | −5,32 | 11 903 | −2,27 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 2 728 | −0,44 | 337 | 7,67 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 20 063 | −0,34 | 2 479 | 2,86 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 29 457 | −1,26 | 3 640 | 1,93 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 12 615 | −14,14 | 1 559 | −11,43 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 16 514 | −30,63 | 2 041 | −28,42 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 055 | −3,20 | 995 | −0,10 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 629 | −2,70 | 1 931 | 0,42 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 9 941 | −6,84 | 1 | 0,00 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5 895 | −1,31 | 729 | 1,82 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 11 810 | −10,57 | 1 459 | −7,72 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 944 | −7,21 | 1 105 | −4,25 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 49 | −75,25 | 6 | −73,91 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 4 460 | −0,67 | 534 | −4,99 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 826 | −19,09 | 967 | −16,49 | ||||
2025-08-12 | 13F | Change Path, LLC | 5 665 | −0,02 | 700 | 3,24 | ||||
2025-08-11 | 13F | Anb Bank | 27 640 | −19,82 | 3 416 | −17,25 | ||||
2025-07-15 | 13F | Bank Of Stockton | 8 415 | −9,02 | 1 040 | −6,14 | ||||
2025-04-22 | 13F | Veridan Wealth LLC | 3 385 | −2,93 | 405 | −8,99 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 258 | −70,78 | 33 | −68,32 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Creative Planning | 224 837 | −4,32 | 27 785 | −1,25 | ||||
2025-07-16 | 13F | ORG Partners LLC | 48 | −80,08 | 6 | −82,14 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 645 | −13,42 | 80 | −11,24 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 1 995 | −93,30 | 247 | −93,10 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 3 133 | −1,57 | 387 | 1,57 | ||||
2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 7 632 | −60,86 | 943 | −59,60 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 784 | −0,17 | 5 | 25,00 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8 500 | −1,32 | 1 050 | 1,84 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 4 748 | −5,63 | 587 | −2,66 | ||||
2025-07-24 | 13F | Insight Inv LLC | 3 799 | −1,30 | 469 | 1,96 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 92 024 | −22,56 | 11 372 | −20,07 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 4 877 | −30,43 | 603 | −28,25 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 187 734 | −1,56 | 23 200 | 1,61 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 25 | −16,67 | 0 | |||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 122 | −2,21 | 262 | 1,16 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3 812 | −59,37 | 471 | −58,06 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39 809 | −0,96 | 4 920 | 2,22 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 6 471 | −3,16 | 800 | −0,12 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 120 569 | −0,55 | 14 900 | 2,64 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 308 340 | −7,64 | 38 | −2,56 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4 165 | −9,24 | 515 | −6,38 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 333 | −0,17 | 288 | 3,23 | ||||
2025-08-07 | 13F | Allworth Financial LP | 17 343 | −0,26 | 2 143 | 7,47 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 5 557 | −1,80 | 687 | 1,33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 695 | −27,46 | 1 940 | −25,14 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 871 | −1,34 | 355 | 1,72 | ||||
2025-07-24 | 13F | Blair William & Co/il | 14 278 | −9,07 | 1 764 | −6,17 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 4 317 | −7,97 | 533 | −4,99 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 6 081 | −8,03 | 751 | −5,06 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 320 576 | −0,70 | 39 617 | 2,49 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 352 | −18,17 | 4 492 | −15,53 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 11 483 | −0,23 | 1 419 | 3,05 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 155 | −17,55 | 19 | −13,64 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 19 978 | −0,33 | 2 469 | 2,88 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 212 409 | −1,29 | 26 250 | 1,89 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 39 452 | −0,75 | 4 875 | 2,44 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 1 715 | −33,29 | 212 | −31,27 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 37 936 | −13,07 | 4 688 | −10,28 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 2 149 | −2,63 | 266 | 0,38 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 12 667 | −15,98 | 1 565 | −13,30 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES | 6 740 | −2,97 | 833 | 0,12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 326 | −86,67 | 287 | −86,25 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 1 997 | −6,64 | 247 | −3,91 | ||||
2025-08-07 | 13F | Nwam Llc | 3 042 | −0,78 | 382 | 4,09 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 39 464 | −0,05 | 4 877 | 3,15 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 12 837 | −78,28 | 1 588 | −77,58 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 402 | −4,22 | 420 | −1,18 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 849 192 | −3,17 | 104 943 | −0,05 | ||||
2025-08-12 | 13F | Associated Banc-corp | 51 342 | −15,49 | 6 345 | −12,79 | ||||
2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Allen Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 4 889 | −9,76 | 604 | −6,79 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 651 | −0,16 | 1 316 | 3,05 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 37 427 | −0,13 | 4 625 | 3,08 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Alesco Advisors Llc | 27 999 | −0,41 | 3 460 | 2,79 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 313 | −5,15 | 39 | −2,56 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 114 077 | −3,32 | 14 098 | −0,22 | ||||
2025-08-11 | 13F | Citigroup Inc | 9 620 | −45,43 | 1 189 | −43,70 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 299 637 | −8,20 | 160 609 | −5,25 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 5 479 | −1,15 | 677 | 2,11 | ||||
2025-06-02 | 13F/A | Modern Wealth Management, LLC | 14 482 | −97,33 | 1 734 | −97,50 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 3 639 | −16,42 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 33 402 | −0,63 | 4 128 | 2,56 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11 586 | −0,55 | 1 432 | 2,65 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 28 854 | −4,62 | 3 566 | −1,57 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | King Wealth | 35 507 | −1,86 | 4 | 0,00 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Comerica Bank | 96 826 | −1,16 | 11 966 | 2,02 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 623 | −14,19 | 77 | −11,63 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Eagle Strategies LLC | 3 477 | −0,60 | 430 | 2,63 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 812 | −50,87 | 224 | −49,43 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 9 992 | −18,39 | 1 235 | −15,77 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 5 093 | −21,16 | 629 | −18,63 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 8 381 | −6,34 | 1 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 800 652 | −2,06 | 98 945 | 1,09 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 11 876 | −3,59 | 1 468 | −0,47 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 33 321 | −3,96 | 4 264 | 2,65 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 2 663 | −0,60 | 329 | 2,81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 80 724 | −51,04 | 9 976 | −49,47 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 338 | −34,89 | 165 | −32,93 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 2 385 | −0,83 | 295 | 2,44 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 19 819 | −0,22 | 2 449 | 2,99 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 334 571 | −1,91 | 41 346 | 1,24 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 48 | −94,34 | 6 | −95,05 | ||||
2025-07-15 | 13F | Graypoint LLC | 2 463 | −24,52 | 304 | −22,05 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 30 854 | −1,70 | 3 813 | 1,46 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4 028 | −4,28 | 498 | −1,19 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15 731 | −12,18 | 1 944 | −9,33 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 130 | −4,41 | 16 | 0,00 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2 624 | −32,44 | 324 | −30,32 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 1 008 | −8,20 | 125 | −5,34 | ||||
2025-08-05 | 13F | LTG Capital LLC | 29 197 | −5,35 | 3 608 | −2,30 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 811 | −16,93 | 224 | −14,56 | ||||
2025-07-17 | 13F | Greenleaf Trust | 51 651 | −2,07 | 6 383 | 1,09 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Sierra Capital LLC | 32 958 | −7,29 | 4 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 398 083 | −9,15 | 49 195 | −6,23 | ||||
2025-08-08 | 13F | Renasant Bank | 7 679 | −34,22 | 949 | −32,14 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 3 012 | −94,68 | 372 | −94,51 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 1 510 | −1,82 | 187 | 1,09 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 758 | −1,46 | 1 329 | 1,68 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 4 177 | −0,93 | 516 | 2,38 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 3 950 | −4,47 | 488 | −1,41 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 808 | −18,57 | 2 201 | −15,97 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 045 | −1,87 | 623 | 1,30 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Chapin Davis, Inc. | 1 949 | −2,16 | 241 | 0,84 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 826 | −9,40 | 1 214 | −6,47 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SNS Financial Group, LLC | 23 897 | −0,33 | 2 953 | 2,89 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 001 | −3,33 | 247 | 0,00 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 37 | −65,74 | 5 | −66,67 | ||||
2025-05-13 | 13F | Boston Partners | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Asset Management Group, Inc. | 89 449 | −0,92 | 11 054 | 2,28 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2 806 | −33,43 | 347 | −31,35 | ||||
2025-04-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 2 301 | −69,46 | 0 | |||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 2 000 | −50,00 | 247 | −48,33 | ||||
2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 1 852 | −75,59 | 229 | −74,89 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 933 | −6,80 | 610 | −3,79 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 16 473 | −20,80 | 2 036 | −18,27 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 397 | −2,24 | 420 | 0,72 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 32 113 | −5,43 | 4 | −25,00 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 6 386 | −5,45 | 789 | −2,35 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 72 186 | −0,06 | 8 921 | 3,16 | ||||
2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 1 929 | −19,56 | 238 | −17,07 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 9 069 | −2,58 | 1 121 | 0,54 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 093 | −27,33 | 629 | −25,03 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 9 785 | −17,90 | 1 209 | −15,28 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 632 | −5,65 | 696 | −2,66 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 209 | −9,68 | 643 | −6,81 | ||||
2025-07-31 | 13F | United Community Bank | 2 215 | −2,64 | 274 | 0,37 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 3 346 | −6,27 | 413 | −3,28 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4 179 | −5,96 | 516 | −3,01 | ||||
2025-08-07 | 13F | Commerce Bank | 22 567 | −11,53 | 2 789 | −8,68 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11 637 | −0,01 | 1 438 | 3,23 | ||||
2025-05-14 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 40 217 | −6,60 | 4 970 | −3,61 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 186 | −13,64 | 394 | −10,88 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 12 834 | −0,05 | 1 586 | 3,19 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 103 037 | −5,58 | 12 736 | −2,53 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 408 | −0,31 | 915 | 2,92 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 2 974 | −17,27 | 368 | −14,65 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 105 218 | −2,92 | 13 410 | 3,34 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 994 | −0,05 | 246 | 3,36 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 2 091 | −1,60 | 258 | 1,57 | ||||
2025-08-07 | 13F | Nuance Investments, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31 647 | −9,09 | 3 911 | −6,17 | ||||
2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 469 | −0,11 | 1 170 | 3,08 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 261 | −11,05 | 279 | −8,22 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 452 939 | −23,52 | 56 | −21,43 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 1 632 | −56,08 | 202 | −54,73 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 8 975 | −1,63 | 1 109 | 1,56 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Pacific Financial Group Inc | 11 363 | −17,74 | 1 404 | −15,11 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 695 938 | −0,66 | 456 744 | 2,53 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 873 | −20,13 | 108 | −17,69 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | InvesTrust | 59 640 | −3,40 | 7 370 | −0,30 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 6 606 | −0,97 | 816 | 2,26 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 4 027 | −16,68 | 498 | −14,01 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 113 178 | −5,97 | 14 | −7,14 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 187 | −13,82 | 23 | −8,00 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 6 766 | −36,16 | 836 | −34,12 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 832 656 | −9,62 | 103 403 | −6,37 | ||||
2025-08-11 | 13F | Factorial Partners, Llc | 18 900 | −42,20 | 2 336 | −40,36 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 21 662 | −0,40 | 2 677 | 2,76 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 13 869 | −22,90 | 1 714 | −20,44 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 35 868 | −12,50 | 4 433 | −9,70 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93 303 | −10,26 | 12 | −8,33 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5 433 | −2,88 | 671 | 0,30 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 623 | −28,84 | 15 039 | −26,55 | ||||
2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Weil Company, Inc. | 2 135 | −12,46 | 264 | −9,62 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 28 993 | −22,78 | 3 583 | −20,29 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 670 | −0,13 | 948 | 3,05 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 79 | −26,85 | 9 | −30,77 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 328 | −72,74 | 411 | −71,87 | ||||
2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 12 789 | −73,11 | 1 581 | −72,25 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 409 | −24,95 | 51 | −23,08 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 29 029 | −4,12 | 3 587 | −5,18 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 73 139 | −5,08 | 9 046 | −2,01 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 10 441 | −1,39 | 1 290 | 1,82 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 6 494 | −2,45 | 803 | 0,63 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 618 | −12,12 | 324 | −9,27 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 5 564 | −12,02 | 688 | −9,25 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 502 | −3,58 | 1 916 | −0,52 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2 479 | −0,40 | 306 | 3,03 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 3 314 | −0,45 | 410 | 2,76 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 106 052 | −0,47 | 13 106 | 2,73 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28 715 | −6,02 | 3 549 | −3,01 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 65 451 | −25,38 | 8 088 | −22,98 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 34 087 | −0,09 | 4 212 | 3,11 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 104 | −32,47 | 13 | −33,33 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 330 | −21,59 | 665 | −18,33 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 6 927 | −3,87 | 856 | −0,70 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 27 635 | −1,18 | 3 415 | 2,00 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 18 593 | −87,83 | 2 298 | −87,44 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Park Place Capital Corp | 9 767 | −30,32 | 1 228 | −26,82 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 18 618 | −17,60 | 2 301 | −14,97 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 222 738 | −3,62 | 27 527 | −0,52 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 5 805 | −55,88 | 717 | −54,48 | ||||
2025-08-12 | 13F | Bokf, Na | 317 319 | −1,37 | 39 214 | 1,80 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 549 | −3,30 | 315 | 0,00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 12 145 | −0,76 | 1 501 | 2,39 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 928 | −7,81 | 362 | −5,00 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 2 299 | −2,63 | 275 | −6,78 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 2 207 | −15,67 | 273 | −13,10 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 2 163 | −5,17 | 267 | −2,20 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 251 | −6,14 | 525 | −3,14 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 261 290 | −1,42 | 32 290 | 1,75 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 592 | −23,94 | 197 | −21,60 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 1 750 | −1,41 | 216 | 1,89 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 151 737 | −20,51 | 18 752 | −17,95 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 25 942 | −2,44 | 3 206 | 0,69 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 41 160 | −0,27 | 5 087 | 2,93 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 022 | −15,89 | 250 | −13,24 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 842 | −0,04 | 355 | 4,41 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 4 370 | −3,66 | 1 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 4 036 | −26,60 | 499 | −24,32 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 662 | −1,03 | 2 059 | 2,18 | ||||
2025-08-13 | 13F | M&t Bank Corp | 69 559 | −2,36 | 8 596 | 0,79 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 7 011 | −1,79 | 866 | 1,41 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 785 | −4,55 | 221 | −4,35 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 2 336 | −26,63 | 289 | −24,41 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 18 335 | −7,35 | 2 266 | −4,39 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 23 319 | −0,16 | 2 882 | 3,04 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1 867 | −19,39 | 231 | −16,97 | ||||
2025-08-14 | 13F | Mariner, LLC | 170 061 | −0,97 | 21 016 | 2,22 | ||||
2025-08-14 | 13F | UBS Group AG | 2 043 734 | −2,32 | 252 565 | 0,82 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 10 584 | −1,17 | 1 308 | 1,95 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 702 | −89,38 | 210 | −89,05 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 79 050 | −0,58 | 9 769 | 2,62 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 4 129 | −4,11 | 510 | −0,97 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 1 779 | −26,82 | 220 | −24,74 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 111 954 | −6,63 | 13 835 | −3,63 | ||||
2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 483 | −0,80 | 183 | 2,81 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 633 | −5,22 | 572 | −2,22 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15 565 | −7,49 | 1 923 | −4,52 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 3 187 | −6,98 | 394 | −4,15 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 634 | −53,51 | 202 | −52,14 | ||||
2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | First Hawaiian Bank | 27 555 | −1,62 | 3 405 | 1,55 | ||||
2025-04-30 | 13F | First National Bank & Trust Co Of Newtown | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 14 760 | −9,04 | 1 824 | −6,12 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 112 117 | −1,68 | 13 855 | 1,48 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 422 787 | −1,47 | 52 248 | 1,70 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 18 734 | −4,58 | 2 315 | −1,49 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Allied Investment Advisors, LLC | 1 784 | −6,55 | 220 | −3,51 | ||||
2025-04-21 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 18 572 | −16,77 | 2 295 | −14,08 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 13 974 | −0,58 | 1 727 | 2,62 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 919 | −0,76 | 1 844 | 18,07 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 1 727 | −38,03 | 213 | −36,04 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 888 341 | −4,58 | 233 361 | −1,51 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 567 | −4,43 | 317 | −5,37 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 22 533 | −63,44 | 2 785 | −62,28 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 14 629 | −0,97 | 1 808 | 2,21 | ||||
2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 495 | −0,31 | 556 | 2,97 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 780 | −17,02 | 96 | −14,29 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 28 895 | −71,59 | 3 571 | −70,68 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 91 636 | −1,50 | 11 324 | 1,66 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 13 586 | −1,32 | 1 679 | 1,82 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 13 128 | −1,88 | 1 650 | −1,26 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 35 960 | −1,26 | 4 444 | 1,90 | ||||
2025-08-14 | 13F | First Citizens Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Penobscot Investment Management Company, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 232 672 | −1,78 | 28 754 | 1,38 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15 339 | −1,57 | 1 896 | 1,61 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 3 245 | −78,95 | 401 | −78,27 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 5 418 | −0,62 | 670 | 2,61 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 531 | −91,18 | 189 | −90,93 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 6 169 | −0,32 | 762 | 2,83 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13 398 | −3,14 | 1 656 | −0,06 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 18 293 | −1,22 | 2 261 | 1,94 | ||||
2025-07-30 | 13F | Whittier Trust Co | 12 998 | −0,44 | 1 606 | 2,75 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 5 418 | −0,24 | 670 | 2,92 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 900 | −51,14 | 358 | −49,58 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 22 428 | −1,97 | 2 772 | 1,17 | ||||
2025-07-23 | 13F | First Merchants Corp | 115 234 | −2,83 | 14 241 | 0,29 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 142 | −1,29 | 388 | 1,84 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 19 024 | −44,00 | 2 351 | −42,22 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 13 762 | −12,49 | 1 701 | −9,72 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 6 856 | −7,43 | 847 | −4,40 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 17 140 | −0,81 | 2 | 0,00 | ||||
2025-07-23 | 13F | Equitable Trust Co | 2 632 | −24,82 | 325 | −22,43 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 26 423 | −7,75 | 3 265 | −4,78 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 2 625 | −13,76 | 324 | −11,23 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 648 | −97,91 | 574 | −97,84 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Centennial Bank/AR/ | 475 | −17,82 | 59 | −15,94 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 31 123 | −4,19 | 3 879 | −0,26 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 41 451 | −1,85 | 5 123 | 1,31 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7 800 | −50,63 | 964 | −49,07 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 69 354 | −1,58 | 8 571 | 1,58 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 1 781 | −52,29 | 220 | −50,67 | ||||
2025-08-06 | 13F | Washington Trust Bank | 3 304 | −3,76 | 408 | −0,73 | ||||
2025-08-12 | 13F | Argent Trust Co | 3 150 | −5,01 | 389 | −2,02 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 163 | −60,03 | 638 | −58,73 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 6 590 | −27,22 | 814 | −24,91 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 19 708 | −3,16 | 2 436 | −0,04 | ||||
2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Independent Family Office, LLC | 2 340 | −0,43 | 289 | 2,85 | ||||
2025-07-28 | 13F | Essex LLC | 8 577 | −1,18 | 1 060 | 1,92 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 56 207 | −3,61 | 6 946 | −0,50 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 9 912 | −33,86 | 1 225 | −31,77 | ||||
2025-07-11 | 13F | Thomasville National Bank | 5 431 | −14,89 | 671 | −12,06 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 791 | −39,39 | 98 | −37,82 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 7 492 | −1,27 | 926 | 1,87 | ||||
2025-08-14 | 13F | Acas, Llc | 10 289 | −1,77 | 1 324 | 10,06 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 2 112 | −1,81 | 261 | 1,56 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 323 | −11,44 | 287 | −8,60 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106 454 | −1,42 | 13 156 | 1,75 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 6 740 | −2,97 | 833 | 0,12 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 25 040 | −5,05 | 3 094 | −2,00 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 1 684 | −0,06 | 208 | 3,48 | ||||
2025-08-15 | 13F | Keel Point, LLC | 10 657 | −0,84 | 1 317 | 2,33 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 |