Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 796 | −0,57 | 527 | 8,66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 967 | −9,69 | 1 271 | −1,40 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23 336 | −29,77 | 2 123 | −23,27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 700 | −3,57 | 246 | 5,15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 668 | −0,44 | 880 | 8,79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 193 | −3,05 | 745 | 5,97 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class | 8 149 | −0,94 | 741 | 8,18 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5 489 | −0,09 | 499 | 9,19 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94 | −30,88 | 9 | −27,27 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6 575 | −0,72 | 598 | 8,53 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 15 714 | −0,58 | 1 430 | 8,59 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 285 | −0,78 | 1 027 | 8,34 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 577 | −37,96 | 416 | −32,25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 413 | −19,65 | 38 | −11,90 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 7 240 | −9,85 | 659 | −1,50 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 255 | −15,00 | 1 752 | −7,16 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 2 766 | −0,90 | 252 | 8,19 | ||||
| 2025-08-11 | 13F | Anb Bank | 39 650 | −20,25 | 3 607 | −12,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 801 | −9,00 | 346 | −0,58 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 9 833 | −25,83 | 895 | −19,02 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 12 490 | −4,11 | 1 136 | 4,80 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 352 | −70,84 | 33 | −68,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 252 | −1,64 | 387 | 7,22 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 99 172 | −0,16 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 17 743 | −8,74 | 1 614 | −0,31 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 124 040 | −17,38 | 11 285 | −9,74 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 189 002 | −3,78 | 17 195 | 5,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 837 | −0,71 | 1 532 | 8,43 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 837 | −38,50 | 76 | −32,74 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 12 490 | −28,85 | 1 136 | −22,25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 648 | −3,86 | 969 | 4,99 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 8 549 | −3,12 | 778 | 5,86 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2 747 | −2,59 | 250 | 6,41 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 143 454 | −0,90 | 13 051 | 8,26 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 29 865 | −8,49 | 2 717 | 0,00 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 294 | −1,51 | 482 | 7,61 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 3 312 | −1,66 | 301 | 7,50 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 99 611 | −26,87 | 9 063 | −20,11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13 773 | −2,21 | 1 253 | 6,91 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 413 | −58,49 | 38 | −54,88 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 924 | −22,94 | 84 | −15,15 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11 507 | −27,72 | 1 047 | −21,06 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3 912 | −15,12 | 356 | −7,31 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 580 119 | −0,93 | 52 779 | 8,22 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 47 900 | −9,97 | 4 358 | −1,65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | −1,02 | 44 | 10,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 160 781 | −0,91 | 14 628 | 8,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49 660 | −46,15 | 4 535 | −40,95 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 904 | −0,16 | 173 | 9,49 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17 619 | −9,32 | 1 603 | −0,99 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 2 451 | −34,40 | 223 | −28,62 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 12 072 | −61,00 | 1 098 | −57,41 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2 883 | −3,42 | 262 | 5,65 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 14 622 | −3,53 | 1 330 | 5,39 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3 913 | −1,95 | 356 | 7,23 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 84 683 | −0,13 | 7 704 | 9,11 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36 828 | −5,59 | 3 351 | 3,14 | ||||
| 2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 600 | −28,57 | 55 | −21,74 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4 012 | −2,76 | 365 | 6,41 | ||||
| 2025-03-28 | NP | SECT - Main Sector Rotation ETF | 2 443 875 | −19,81 | 230 457 | −16,59 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 264 | −0,12 | 297 | 8,82 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 467 378 | −1,36 | 42 522 | 7,76 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 720 | −8,22 | 338 | 0,30 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 88 948 | −4,10 | 8 092 | 4,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 840 129 | −0,50 | 167 415 | 8,70 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 004 | −0,10 | 91 | 9,64 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3 637 | −23,04 | 331 | −16,03 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 2 250 | −23,73 | 205 | −16,73 | ||||
| 2025-08-04 | 13F | Mill Capital Management, LLC | 900 | −25,00 | 82 | −18,18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 203 | −4,69 | 18 | 5,88 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | −96,80 | 6 | −96,99 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 31 | −81,33 | 3 | −84,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 23 240 | −0,10 | 2 | 100,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 21 652 | −3,13 | 1 970 | 5,80 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 14 923 | −2,04 | 1 386 | 13,89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 18 878 | −12,14 | 1 718 | −4,02 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 16 883 | −12,47 | 1 536 | −4,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22 427 | −0,41 | 2 040 | 8,80 | ||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 44 725 | −58,42 | 4 069 | −54,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 809 | −15,47 | 892 | −7,66 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3 416 | −3,94 | 311 | 4,73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 301 | −0,79 | 573 | 8,52 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 17 374 | −1,02 | 1 581 | 8,15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 957 170 | −2,36 | 178 063 | 6,67 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 47 235 | −0,68 | 4 297 | 8,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 167 734 | −2,05 | 15 260 | 7,01 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 8 340 | −2,88 | 759 | 6,01 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 725 | −57,95 | 66 | −54,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 435 | −15,77 | 313 | −7,96 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 544 | −12,62 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 396 | −5,94 | 36 | 2,86 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 832 | −30,17 | 1 622 | −23,71 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 329 | −23,27 | 576 | −16,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 753 | −30,20 | 16 536 | −23,75 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 107 | −91,79 | 10 | −91,67 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 8 475 | −0,99 | 771 | 8,29 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 10 470 | −31,23 | 953 | −24,86 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 25 125 | −3,25 | 2 286 | 5,69 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 608 | −16,09 | 237 | −8,14 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 41 022 | −1,17 | 3 732 | 7,99 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 28 089 | −4,86 | 2 556 | 3,95 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 77 042 | −2,63 | 7 009 | 6,37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 160 | −2,45 | 924 | 6,57 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6 630 | −3,49 | 603 | 5,42 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 240 | −36,51 | 0 | |||||
| 2025-08-05 | 13F | LTG Capital LLC | 38 540 | −5,81 | 3 506 | 2,91 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10 010 | −1,66 | 911 | 7,44 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 4 099 | −4,03 | 373 | 4,79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 805 | −2,03 | 255 | 7,14 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11 637 | −0,60 | 1 059 | 8,62 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8 004 | −4,02 | 728 | 4,90 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 45 326 | −1,92 | 4 124 | 7,15 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67 030 | −23,41 | 6 098 | −16,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Oakwell Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 11 189 | −30,09 | 1 018 | −23,65 | ||||
| 2025-04-09 | 13F | Fragasso Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16 338 | −2,62 | 1 487 | 6,37 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2 376 | −2,86 | 216 | 6,40 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 15 173 | −5,63 | 1 380 | 3,06 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 083 | −11,07 | 462 | −2,94 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 2 875 | −19,15 | 267 | −10,14 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 4 080 | −2,81 | 371 | 6,30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 86 | −3,37 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 336 | −5,35 | 213 | 3,41 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3 480 | −64,42 | 317 | −61,18 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 63 945 | −3,78 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78 273 | −8,41 | 7 121 | 0,06 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 87 592 | −0,07 | 7 969 | 9,18 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 749 | −15,59 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6 921 | −14,29 | 630 | −14,31 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 14 774 | −6,28 | 1 344 | 2,44 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 18 853 | −4,93 | 1 715 | 3,88 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 742 | −11,72 | 340 | −3,41 | ||||
| 2025-08-07 | 13F | Commerce Bank | 29 112 | −2,71 | 2 649 | 6,30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 545 | −6,48 | 1 232 | 2,16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 22 791 | −0,00 | 2 074 | 9,22 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6 797 | −1,85 | 618 | 7,29 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 50 724 | −0,90 | 4 615 | 8,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 37 173 | −12,95 | 3 382 | −4,89 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 299 | −6,42 | 407 | 7,98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 341 | −2,93 | 304 | 5,94 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 3 695 | −14,90 | 336 | −6,93 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 777 | −7,35 | 617 | 1,15 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 4 463 | −20,94 | 406 | −13,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 209 543 | −1,53 | 19 066 | 7,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 749 | −1,36 | 250 | 7,76 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 375 036 | −2,64 | 34 121 | 6,36 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 9 908 | −1,50 | 901 | 7,65 | ||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 3 260 | −8,01 | 297 | 0,34 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 200 | −11,11 | 291 | −2,68 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 195 | −57,24 | 18 | −54,05 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9 817 | −1,01 | 893 | 8,24 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 16 | −82,80 | 1 | −85,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 025 026 | −10,38 | 94 611 | −0,53 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 38 688 | −0,15 | 3 520 | 9,08 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 210 | −99,63 | 19 | −99,60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 215 979 | −4,00 | 20 | 5,56 | ||||
| 2025-07-02 | 13F | InvesTrust | 60 468 | −3,97 | 5 501 | 4,92 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 3 481 | −7,81 | 317 | 0,64 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 40 911 | −0,29 | 3 722 | 8,93 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 61 842 | −0,27 | 5 626 | 8,95 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 188 339 | −2,64 | 17 389 | 7,95 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 873 | −36,67 | 1 080 | −30,81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 312 | −2,13 | 938 | 6,96 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 129 386 | −2,43 | 557 652 | 6,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147 245 | −8,04 | 13 388 | 0,38 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 811 | −5,83 | 3 531 | −5,79 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 660 | −4,43 | 138 | −12,10 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 8 215 | −1,85 | 747 | 7,17 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 5 383 | −5,36 | 490 | 6,77 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 888 | −57,07 | 991 | −53,12 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 28 755 | −16,25 | 2 616 | −8,50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22 318 | −2,20 | 2 030 | −2,12 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 20 237 | −9,48 | 1 841 | −1,07 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 114 347 | −3,26 | 10 403 | 5,68 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 464 | −3,77 | 406 | 5,18 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 68 344 | −0,34 | 6 218 | 8,86 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 142 933 | −0,71 | 13 004 | 8,48 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 8 919 | −2,04 | 811 | 6,99 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 31 121 | −1,52 | 2 831 | 7,60 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4 739 | −0,82 | 431 | 8,56 | ||||
| 2025-08-12 | 13F | Main Management LLC | 33 498 | −95,21 | 3 | −94,83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 141 | −87,86 | 13 | −87,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 42 952 | −22,49 | 3 908 | −15,34 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4 982 | −52,70 | 453 | −48,35 | ||||
| 2025-05-09 | 13F | Geneva Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 154 481 | −40,02 | 14 055 | −34,47 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 13 074 | −1,46 | 1 189 | 7,70 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 439 | −31,19 | 40 | −26,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 658 | −1,52 | 1 970 | 7,71 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 560 | −32,38 | 142 | −26,56 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8 064 | −9,27 | 734 | −0,95 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6 148 | −63,05 | 559 | −59,64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 499 198 | −0,77 | 45 417 | 8,41 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 7 709 | −26,59 | 701 | −19,79 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 73 775 | −9,49 | 6 712 | −1,11 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 21 849 | −4,23 | 1 988 | 4,58 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 3 413 | −1,07 | 284 | −9,27 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 14 347 | −27,33 | 1 314 | −20,07 | ||||
| 2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 64 257 | −3,40 | 5 846 | 5,54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 637 | −21,80 | 331 | −14,73 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 15 411 | −6,89 | 1 402 | 1,74 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 46 528 | −4,09 | 4 233 | 4,78 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 954 | −5,72 | 815 | 3,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 252 989 | −0,58 | 23 017 | 8,61 | ||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 19 479 | −1,86 | 1 770 | 7,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 826 | −25,17 | 348 | −18,12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 346 530 | −1,20 | 668 387 | 7,94 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 43 665 | −0,13 | 3 973 | 9,09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 91 960 | −1,69 | 8 366 | 7,39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 57 063 | −1,83 | 5 189 | 7,19 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 3 425 | −1,04 | 312 | 7,99 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 208 | −5,80 | 929 | 2,88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 172 | −93,81 | 562 | −93,24 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Umpqua Bank | 17 489 | −16,14 | 1 616 | −6,97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 406 | −0,77 | 401 | 8,40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 455 | −0,52 | 314 | 8,65 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 3 916 | −0,31 | 356 | 8,87 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 729 867 | −1,51 | 66 403 | 7,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 048 251 | −1,49 | 186 350 | 7,62 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 166 209 | −4,58 | 15 122 | 4,25 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 13 873 | −1,15 | 1 262 | 8,05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 262 | −87,57 | 115 | −87,60 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 154 | −0,09 | 1 015 | 9,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 431 788 | −77,59 | 39 284 | −75,52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 2 515 | −7,71 | 229 | 0,88 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 13 412 | −0,19 | 1 220 | 9,03 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 25 740 | −4,28 | 2 342 | 4,56 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11 706 | −9,30 | 1 065 | −0,84 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 986 | −35,56 | 363 | −29,71 | ||||
| 2025-04-30 | 13F | First National Bank & Trust Co Of Newtown | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2 436 | −28,88 | 222 | −22,46 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 271 | −12,10 | 116 | −4,17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 426 | −0,12 | 221 | 8,91 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 10 820 | −1,38 | 984 | 7,78 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 37 648 | −1,91 | 3 425 | 7,17 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 159 597 | −0,07 | 14 520 | 9,17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11 722 | −1,69 | 1 066 | 7,46 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 346 | −0,54 | 486 | 8,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 862 216 | −1,21 | 78 445 | 7,92 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 3 827 | −7,89 | 348 | 0,58 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 281 | −1,16 | 571 | 7,94 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 7 707 | −6,29 | 701 | 2,49 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 2 798 | −0,32 | 255 | 9,01 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 067 | −1,74 | 370 | 7,56 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 956 | −0,36 | 1 634 | 22,97 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 41 943 | −54,37 | 3 816 | −50,16 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 096 | −0,02 | 373 | 20,78 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 19 475 | −0,57 | 1 772 | 8,58 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 126 | −1,92 | 1 194 | −1,81 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21 457 | −3,27 | 1 952 | 5,68 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 955 | −3,77 | 360 | 4,97 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 918 | −1,12 | 720 | 8,11 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 4 181 | −85,83 | 380 | −84,53 | ||||
| 2025-07-17 | 13F | Bennett Selby Investments Lp | 2 210 | −11,95 | 201 | −3,83 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 2 287 | −6,73 | 208 | 1,96 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 82 767 | −1,59 | 7 530 | 7,51 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9 107 | −2,44 | 860 | 10,55 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 942 | −1,77 | 268 | 7,23 | ||||
| 2025-04-15 | 13F | Alpha Omega Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 51 769 | −0,64 | 4 710 | 8,53 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 72 456 | −0,91 | 6 592 | 8,26 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 84 641 | −6,64 | 7 701 | 2,00 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 22 144 | −3,98 | 2 089 | −0,38 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 17 364 | −7,47 | 1 580 | 1,09 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4 180 | −4,52 | 380 | 4,40 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 092 | −2,01 | 372 | 7,20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 266 442 | −1,63 | 24 241 | 7,47 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5 240 | −39,60 | 477 | −34,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 148 752 | −32,94 | 13 533 | −26,74 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 3 521 | −8,45 | 320 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 003 | −2,25 | 273 | 7,06 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 5 583 | −2,12 | 508 | 6,74 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 419 267 | −1,53 | 38 145 | 7,57 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 9 858 | −1,63 | 897 | 7,43 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6 200 | −1,26 | 564 | 8,05 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 5 236 | −8,53 | 476 | 0,00 | ||||
| 2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 6 907 | −0,80 | 628 | 8,46 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 35 532 | −15,52 | 3 233 | −7,71 | ||||
| 2025-04-09 | 13F | Moller Financial Services | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 7 552 | −6,26 | 687 | 2,54 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6 044 | −0,10 | 550 | 9,15 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 18 614 | −3,38 | 1 694 | 5,55 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 142 899 | −2,53 | 13 001 | 6,48 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 98 279 | −19,61 | 8 941 | −12,18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 505 | −0,95 | 1 047 | 8,17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 266 | −3,57 | 388 | 5,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 27 450 | −13,41 | 2 497 | −5,38 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 14 495 | −16,75 | 1 319 | −9,10 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 709 | −13,08 | 1 156 | −5,01 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7 916 | −4,09 | 720 | 4,80 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10 260 | −0,29 | 933 | 9,00 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 36 630 | −3,64 | 3 408 | 7,65 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5 611 | −1,58 | 510 | 7,59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 79 240 | −0,95 | 7 209 | 8,21 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 19 139 | −0,75 | 1 741 | 8,47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6 571 | −1,48 | 598 | 7,57 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 5 294 | −34,52 | 482 | −20,89 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 2 560 | −3,43 | 233 | 5,45 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 2 418 | −25,32 | 220 | −18,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 500 | −3,93 | 409 | 4,87 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27 788 | −0,93 | 2 528 | 8,27 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 3 133 | −11,47 | 285 | −3,06 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9 081 | −10,84 | 826 | −2,59 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 6 371 | −3,48 | 580 | 5,46 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 135 855 | −2,64 | 12 360 | 6,36 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 45 301 | −1,52 | 4 121 | 7,60 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 3 854 | −5,59 | 351 | 3,24 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 33 247 | −20,72 | 3 025 | −13,40 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1 500 | −5,06 | 136 | 3,82 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7 563 | −8,58 | 688 | 10,61 | ||||
| 2025-08-14 | 13F | Acas, Llc | 10 386 | −1,93 | 987 | 11,54 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 37 624 | −10,51 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 360 | −36,12 | 124 | −30,51 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 300 | −14,75 | 118 | −7,09 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 54 395 | −2,88 | 4 949 | 6,09 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 2 446 | −12,52 | 223 | −4,31 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 3 168 | −7,48 | 288 | 1,05 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 28 576 | −0,86 | 2 600 | 8,29 |
