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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spire Wealth Management | 5 811 | −75,63 | 785 | −73,05 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 823 | −0,42 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 2 851 | −28,22 | 385 | −20,45 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 282 286 | −3,21 | 38 120 | 7,12 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 504 | −0,99 | 338 | 9,74 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 502 | −4,14 | 338 | 9,06 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 509 | −19,53 | 339 | −11,05 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 56 090 | −2,56 | 7 574 | 7,85 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 1 866 | −1,74 | 252 | 8,66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 6 588 | −7,38 | 890 | 2,54 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 132 | −2,29 | 288 | 7,89 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6 042 | −45,23 | 816 | −39,41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 32 519 | −20,28 | 4 391 | −11,77 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 23 070 | −3,64 | 3 115 | 6,64 | ||||
| 2025-04-16 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1 887 | −3,23 | 255 | 7,17 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 549 | −15,15 | 74 | −5,13 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 49 359 | −0,67 | 6 665 | 9,95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 571 | −0,50 | 1 428 | 10,11 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 182 198 | −6,94 | 24 604 | 3,01 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 22 684 | −0,22 | 3 063 | 10,46 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 4 939 | −1,83 | 667 | 8,65 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 371 676 | −3,53 | 50 191 | 6,78 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 382 024 | −35,34 | 51 589 | −28,43 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103 856 | −4,73 | 14 025 | 5,44 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 5 962 | −18,93 | 810 | −9,81 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 41 450 | −0,23 | 5 057 | −5,35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 31 098 | −3,50 | 4 201 | 6,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 71 976 | −4,73 | 9 720 | 5,45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 581 | −0,68 | 14 | 16,67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 437 | −6,12 | 419 | −10,85 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6 120 | −1,97 | 826 | 8,54 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 528 | −2,60 | 611 | 7,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 361 504 | −1,58 | 318 897 | 8,94 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 61 353 | −2,52 | 8 285 | 7,89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 115 877 | −51,72 | 15 648 | −46,56 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 067 050 | −2,45 | 279 134 | 10,42 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 182 063 | −1,86 | 24 586 | 8,62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 998 | −1,95 | 810 | 8,45 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4 449 | −0,89 | 601 | 9,69 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3 036 | −0,30 | 410 | 10,24 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 079 | −32,87 | 281 | −25,73 | ||||
| 2025-07-24 | 13F | Eastern Bank | 612 | −40,64 | 83 | −34,40 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 268 | −3,97 | 441 | 6,27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 120 285 | −24,53 | 16 | −15,79 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6 651 | −99,24 | 120 004 | 11,97 | ||||
| 2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 167 310 | −61,25 | 22 594 | −57,11 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 153 296 | −8,31 | 20 701 | 1,49 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2 016 | −2,51 | 272 | 7,94 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 28 454 | −5,66 | 3 842 | 4,43 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 276 648 | −0,49 | 37 359 | 10,14 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 8 705 | −0,33 | 1 176 | 10,33 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 727 | −6,19 | 98 | 4,26 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 6 992 | −2,47 | 944 | 8,01 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 9 338 | −13,60 | 1 261 | −4,32 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 680 | −9,21 | 1 172 | 0,51 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 10 483 | −8,68 | 1 416 | 1,07 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 557 | −0,84 | 1 966 | 9,72 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 208 641 | −1,73 | 28 818 | 11,25 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 162 | −12,43 | 22 | −4,55 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3 696 | −3,57 | 499 | 6,85 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 146 739 | −0,99 | 154 856 | 9,59 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 22 557 | −89,65 | 3 046 | −88,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 221 956 | −2,97 | 29 973 | 7,39 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 17 349 | −60,20 | 2 343 | −55,96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 19 809 | −1,58 | 2 675 | 8,96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 49 570 | −0,33 | 6 694 | 10,30 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 793 | −22,78 | 242 | −14,49 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 136 | −1,17 | 1 234 | 9,41 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32 306 | −4,84 | 4 363 | 5,34 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 017 | −0,77 | 542 | 9,94 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 72 708 | −0,68 | 9 819 | 9,93 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3 130 | −1,32 | 423 | 9,33 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 8 860 | −0,16 | 1 081 | −5,26 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 50 643 | −7,78 | 6 839 | 2,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 492 | −1,65 | 2 497 | 8,85 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 99 915 | −0,90 | 13 493 | 9,68 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 139 250 | −1,35 | 18 804 | 9,19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 205 688 | −1,93 | 838 016 | 8,55 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3 665 | −1,61 | 495 | 8,81 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 489 | −0,02 | 606 | 10,79 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 525 606 | −0,55 | 70 978 | 10,07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 332 873 | −1,12 | 44 951 | 9,44 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 582 | −2,04 | 214 | 8,12 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 217 | −12,72 | 299 | −3,24 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 019 989 | −46,54 | 137 741 | −40,84 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 963 792 | −2,34 | 130 151 | 8,09 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45 689 | −1,32 | 6 170 | 9,22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27 418 | −4,88 | 3 703 | 5,29 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99 827 | −43,35 | 13 | −40,91 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 327 | −29,28 | 989 | −21,76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10 289 | −3,72 | 1 389 | 6,60 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 335 | −81,54 | 720 | −79,59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 149 286 | −5,68 | 20 160 | 4,39 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 153 | −10,74 | 831 | −1,31 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 920 | −4,38 | 259 | 6,15 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 197 234 | −4,89 | 26 635 | 5,27 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13 471 | −1,83 | 1 819 | 8,66 | ||||
| 2025-08-11 | 13F | Eq Llc | 3 999 | −0,74 | 540 | 9,98 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 35 252 | −0,68 | 3 934 | 28,98 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 50 155 | −1,19 | 6 773 | 9,35 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 13 153 | −6,44 | 1 776 | 3,56 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2 736 | −8,56 | 369 | 1,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 49 638 | −63,21 | 6 721 | −59,17 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 566 864 | −3,96 | 1 426 949 | 6,28 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 8 038 | −6,83 | 1 085 | 3,14 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 15 701 | −6,49 | 2 120 | 3,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30 708 | −0,64 | 4 147 | 9,97 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 616 | −1,43 | 353 | 9,29 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 19 917 | −31,79 | 2 690 | −24,51 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 110 421 | −1,03 | 14 911 | 9,54 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10 165 | −0,37 | 1 373 | 10,29 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 1 551 486 | −3,61 | 209 513 | 6,68 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23 909 | −27,08 | 3 229 | −19,30 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 831 | −1,43 | 1 328 | 3,51 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16 726 | −6,62 | 2 259 | 3,34 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4 070 | −1,83 | 550 | 8,71 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153 259 | −2,39 | 21 263 | 11,00 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 21 066 | −34,94 | 2 845 | −28,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 19 160 | −4,44 | 2 587 | 5,76 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 96 161 | −0,55 | 12 986 | 10,07 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 165 | −37,74 | 22 | −31,25 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 5 125 | −8,95 | 692 | 0,87 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 8 706 | −21,41 | 1 176 | −13,03 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 1 066 | −4,82 | 137 | −5,52 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 60 400 | −6,41 | 8 156 | 3,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 73 841 | −0,41 | 9 971 | 10,23 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 7 831 | −35,57 | 1 057 | −28,68 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 2 169 | −0,91 | 293 | 10,61 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 45 707 | −0,95 | 6 172 | 9,63 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 145 459 | −8,22 | 19 643 | 1,58 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 14 355 | −4,21 | 1 939 | 6,02 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 439 | −17,25 | 176 | −21,52 | ||||
| 2025-08-08 | 13F | King Wealth | 95 611 | −1,01 | 13 | 9,09 | ||||
| 2025-07-01 | 13F | Cullen Investment Group, Ltd. | 4 913 | −3,08 | 663 | 7,28 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 886 816 | −7,56 | 119 756 | 2,31 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 931 | −2,03 | 666 | 8,31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 33 933 | −0,64 | 4 031 | 2,36 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 565 | −4,22 | 346 | 6,13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 109 053 | −0,80 | 15 072 | 12,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 487 385 | −0,56 | 66 | 10,17 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 43 476 | −9,60 | 5 905 | 3,60 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 774 | −2,70 | 915 | 7,66 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 133 906 | −4,96 | 18 083 | 5,19 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 482 | −46,21 | 65 | −40,37 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 875 | −1,68 | 1 604 | 8,83 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2 402 | −3,61 | 324 | 6,58 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 466 | −13,70 | 63 | −4,62 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 063 | −26,51 | 2 709 | −18,67 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 140 872 | −10,46 | 19 023 | −0,90 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 600 | −5,23 | 621 | 4,90 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 25 615 | −12,12 | 3 459 | −2,73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 430 | −3,21 | 1 138 | 7,16 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 771 | −4,15 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6 945 | −37,43 | 938 | −30,80 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 269 425 | −50,35 | 36 385 | −45,05 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47 604 | −24,51 | 6 428 | −16,45 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 23 825 | −3,29 | 3 217 | 7,05 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 3 410 | −22,82 | 460 | −14,66 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 18 198 | −23,63 | 2 457 | −15,48 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 145 685 | −0,48 | 19 673 | 10,15 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 911 | −34,24 | 258 | −27,12 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4 171 | −4,09 | 563 | 6,23 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 6 546 | −4,02 | 1 | |||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4 703 | −2,33 | 635 | 8,18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 875 | −33,39 | 253 | −28,33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 19 775 | −4,40 | 2 670 | 5,83 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42 533 | −0,39 | 5 744 | 10,25 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 96 312 | −4,13 | 11 751 | −9,06 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 680 | −30,86 | 227 | −23,65 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 080 | −20,19 | 557 | −10,75 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 90 | −41,56 | 12 | −36,84 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 053 | −0,08 | 1 223 | 10,59 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 55 | −35,29 | 7 | −36,36 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 185 429 | −0,43 | 25 040 | 10,20 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 456 348 | −1,40 | 61 625 | 9,12 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 140 | −75,57 | 19 | −73,91 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 610 | −1,10 | 352 | 9,66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 56 469 | −4,98 | 7 626 | 5,16 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 34 124 | −6,43 | 4 608 | 3,57 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 43 974 | −0,83 | 5 938 | 9,76 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 56 500 | −6,36 | 7 630 | 3,63 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 90 884 | −33,06 | 12 273 | −25,91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 745 | −1,59 | 101 | 8,70 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 5 256 | −0,08 | 710 | 10,61 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 63 844 | −6,09 | 8 621 | 3,94 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 511 164 | −32,47 | 69 028 | −25,26 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 412 | −18,74 | 56 | −9,84 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 53 048 | −0,96 | 7 164 | 9,61 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 113 097 | −1,93 | 15 273 | 8,54 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 2 409 | −15,09 | 325 | −10,71 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3 156 | −14,61 | 426 | −5,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 331 639 | −4,52 | 44 784 | 5,68 | ||||
| 2025-04-23 | 13F | Winebrenner Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 128 620 | −1,82 | 17 369 | 8,67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 602 | −3,67 | 351 | 6,69 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 211 553 | −12,93 | 28 568 | −3,63 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 7 194 | −2,64 | 971 | 7,77 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 4 521 | −0,94 | 617 | 15,36 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 4 386 | −0,41 | 592 | 10,24 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 784 | −87,56 | 241 | −86,29 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 80 655 | −3,35 | 10 892 | 6,96 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 727 134 | −3,36 | 100 432 | 8,46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 725 | −3,12 | 503 | 7,25 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 68 654 | −7,00 | 9 271 | 2,93 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 893 | −11,92 | 526 | −2,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 203 377 | −1,57 | 27 464 | 8,95 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 396 667 | −10,15 | 53 566 | −0,55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service | 392 660 | −11,95 | 53 025 | −2,55 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17 545 | −1,12 | 2 369 | 9,47 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 39 490 | −1,88 | 5 333 | 8,59 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15 026 | −2,61 | 2 029 | 7,81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28 342 | −0,79 | 3 827 | 9,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 30 857 | −1,89 | 6 217 | 62,03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 61 819 | −0,27 | 8 348 | 10,39 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2 169 | −3,69 | 293 | 6,57 | ||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 18 082 | −4,06 | 2 442 | 6,18 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 183 984 | −5,81 | 24 845 | 4,25 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 178 649 | −2,08 | 24 125 | 8,37 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 173 422 | −18,92 | 23 419 | −10,27 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 982 | −8,99 | 133 | 0,76 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 101 | −95,39 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 716 | −0,49 | 907 | 10,09 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1 793 612 | −1,29 | 242 | 9,50 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 24 017 | −4,85 | 3 243 | 5,33 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 431 434 | −1,32 | 58 261 | 9,21 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 50 404 | −1,06 | 6 807 | 9,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 721 438 | −8,24 | 232 480 | 1,56 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 9 751 | −18,24 | 1 317 | −9,55 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 418 567 | −2,54 | 56 523 | 7,87 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 135 855 | −15,91 | 18 346 | −6,93 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 4 320 | −33,92 | 583 | −26,85 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 446 573 | −1,00 | 195 345 | 9,57 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 765 | −21,47 | 373 | −13,05 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 99 125 | −49,13 | 13 386 | −43,70 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 983 | −2,04 | 1 483 | 8,41 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13 226 | −2,52 | 1 786 | 7,92 | ||||
| 2025-07-22 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 127 698 | −0,43 | 17 244 | 10,21 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 235 271 | −8,43 | 31 771 | 1,35 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1 849 | −0,86 | 250 | 9,69 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 5 909 | −25,04 | 798 | −17,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 623 880 | −5,22 | 84 | 5,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 69 544 | −38,77 | 9 391 | −32,23 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Baer Investment Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 25 327 | −73,25 | 3 420 | −70,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 325 | −9,50 | 314 | 0,32 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5 956 | −11,59 | 804 | −2,19 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 38 196 | −8,06 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5 283 | −4,59 | 713 | 5,63 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 14 945 | −0,61 | 2 018 | 10,03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24 740 | −2,97 | 3 341 | 7,36 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 49 | −44,94 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 119 717 | −3,16 | 16 167 | 7,19 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 28 474 | −6,26 | 3 845 | 3,78 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 44 174 | −4,58 | 5 965 | 5,61 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 16 697 | −13,86 | 2 255 | −4,69 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 134 039 | −8,99 | 18 101 | 0,73 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 363 | −2,75 | 454 | 7,84 | ||||
| 2025-05-14 | 13F | Bank OZK | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 56 299 | −2,51 | 7 603 | 3,26 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 185 418 | −3,41 | 25 036 | 6,89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 89 090 | −0,52 | 12 031 | 10,09 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 109 415 | −0,12 | 14 775 | 10,54 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 597 | −4,98 | 621 | 5,08 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 1 804 | −1,20 | 244 | 9,46 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 594 | −3,74 | 215 | 6,97 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 314 450 | −1,73 | 42 463 | 8,76 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4 971 | −22,24 | 675 | −13,59 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 105 228 | −2,18 | 14 210 | 8,27 | ||||
| 2025-07-16 | 13F | American National Bank | 4 466 | −3,14 | 603 | 7,30 | ||||
| 2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3 886 | −1,79 | 540 | 12,03 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 388 351 | −2,44 | 187 | 8,09 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 19 784 | −1,26 | 2 414 | −6,36 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 7 089 | −10,70 | 957 | −1,14 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2 136 | −0,74 | 288 | 9,92 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 23 359 | −1,14 | 3 154 | 9,44 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3 744 | −6,66 | 506 | 3,27 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 8 846 | −1,55 | 1 195 | 8,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 251 673 | −5,20 | 33 986 | 4,92 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 725 | −22,58 | 233 | −14,39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2 983 | −2,52 | 403 | 7,77 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 982 | −6,41 | 673 | 3,54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 030 281 | −3,35 | 274 169 | 6,97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 566 681 | −21,96 | 211 565 | −13,62 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2 404 | −0,33 | 325 | 10,20 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 63 265 | −1,20 | 8 543 | 9,36 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 912 | −2,96 | 663 | 7,46 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 359 | −39,33 | 994 | −32,86 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 438 | −15,57 | 464 | −6,45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62 450 | −4,81 | 8 433 | 5,36 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 3 028 | −2,29 | 409 | 7,94 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 10 286 | −8,70 | 1 389 | 1,09 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 1 909 | −13,11 | 258 | −4,10 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 080 | −0,53 | 281 | 9,80 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 769 | −0,65 | 94 | −6,06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49 790 | −90,94 | 6 724 | −89,97 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28 526 | −1,76 | 3 852 | 8,75 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 315 | −1,41 | 1 123 | 9,04 | ||||
| 2025-07-25 | NP | FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 500 | −57,14 | 193 | −57,58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 151 | −22,56 | 20 | −20,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3 752 | −4,82 | 507 | 5,42 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 529 | −23,76 | 477 | −15,60 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 2 926 | −8,73 | 395 | 1,02 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16 987 | −0,19 | 2 294 | 10,45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 50 461 | −11,57 | 6 814 | −2,13 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 18 521 | −0,02 | 2 501 | 10,66 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 310 565 | −3,57 | 41 940 | 6,76 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 475 | −3,15 | 1 144 | 7,22 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3 579 | −26,87 | 483 | −19,10 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 380 | −4,37 | 591 | 5,91 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 267 136 | −1,56 | 36 074 | 8,96 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 2 990 | −16,20 | 404 | −7,36 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 200 | −14,35 | 1 505 | −5,71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2 029 | −30,08 | 278 | −13,17 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 46 513 | −11,47 | 6 281 | −2,01 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 775 465 | −22,10 | 104 051 | −14,41 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 3 782 | −1,18 | 511 | 9,21 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 60 318 | −1,69 | 8 145 | 3,22 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 645 | −29,89 | 87 | −22,32 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 8 860 | −0,16 | 1 081 | −5,26 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6 651 | −13,81 | 898 | −0,44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 107 | −2,54 | 285 | 7,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 921 408 | −33,68 | 124 427 | −26,59 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 3 698 | −5,13 | 499 | 5,05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 808 | −0,34 | 1 865 | 10,30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81 640 | −0,17 | 11 025 | 10,48 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36 192 | −8,06 | 4 886 | 0,62 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 506 | −22,87 | 68 | −10,53 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 7 858 | −7,90 | 1 061 | 2,02 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 329 441 | −0,12 | 44 488 | 10,54 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 522 | −36,31 | 476 | −29,53 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 112 275 | −14,48 | 15 162 | −5,35 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 39 396 | −3,40 | 5 320 | 6,93 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 3 514 | −7,84 | 474 | 1,94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 45 974 | −0,79 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 7 478 | −5,38 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 954 | −0,03 | 534 | 10,58 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 320 | −43,66 | 43 | −37,68 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 124 896 | −0,04 | 16 866 | 10,63 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 912 | −15,14 | 258 | −6,86 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 6 365 | −0,33 | 860 | 10,27 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3 039 | −57,43 | 410 | −52,87 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 5 624 | −1,80 | 759 | 8,74 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 6 193 | −11,58 | 836 | −2,11 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3 134 | −3,89 | 423 | 10,73 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 2 605 | −4,96 | 352 | 5,09 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 32 080 | −19,59 | 4 332 | −10,99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 511 | −1,08 | 6 551 | 9,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15 253 | −0,65 | 2 060 | 9,93 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 256 | −8,07 | 309 | 3,34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 32 | −52,24 | 4 | −62,50 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 194 | −38,97 | 296 | −32,42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16 245 | −16,16 | 2 091 | −6,03 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12 178 | −1,87 | 1 696 | 12,02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 526 | −4,76 | 20 463 | 5,41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 22 780 | −6,76 | 3 076 | 3,22 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 506 | −9,22 | 1 014 | 0,50 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 222 | −3,90 | 27 | −13,33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 21 413 | −0,26 | 2 892 | 10,39 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 56 957 | −1,90 | 7 691 | 8,58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 956 | −46,83 | 128 | −42,01 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 116 875 | −0,21 | 15 783 | 10,45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 189 254 | −41,35 | 25 557 | −35,08 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 588 | −0,08 | 485 | 4,99 | ||||
| 2025-08-05 | 13F | Burney Co/ | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 8 034 | −10,26 | 1 085 | −0,73 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 628 | −8,48 | 490 | 1,24 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 213 | −0,17 | 1 649 | 10,52 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 24 264 | −34,50 | 3 277 | −27,51 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 777 | −6,81 | 645 | 3,20 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 3 438 | −9,95 | 464 | −0,22 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 3 394 | −0,18 | 458 | 10,63 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 950 | −6,90 | 1 | |||||
| 2025-08-12 | 13F | NDVR, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 385 694 | −5,88 | 52 084 | 4,17 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 866 | −32,24 | 117 | −25,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22 996 | −5,40 | 3 105 | 4,72 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10 345 | −8,14 | 1 397 | 1,60 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 5 395 | −4,36 | 728 | 5,81 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 1 828 | −14,90 | 247 | −6,11 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11 694 | −5,59 | 1 579 | 4,50 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 13 048 | −0,15 | 1 762 | 10,54 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 14 990 | −18,49 | 1 829 | −22,71 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 198 558 | −2,52 | 26 813 | 7,90 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 379 | −0,41 | 861 | 10,24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 295 956 | −15,80 | 39 777 | −5,87 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 55 790 | −0,12 | 7 534 | 10,55 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1 893 | −18,89 | 256 | −10,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 054 | −29,64 | 142 | −21,98 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 14 941 | −6,47 | 2 018 | 3,49 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 652 330 | −3,57 | 223 131 | 6,72 | ||||
| 2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 7 403 | −0,48 | 1 000 | 10,14 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 258 328 | −51,05 | 34 885 | −45,82 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 8 051 | −2,84 | 1 087 | 7,52 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 464 493 | −4,56 | 62 725 | 5,63 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 55 300 | −0,36 | 7 468 | 10,28 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 73 677 | −11,34 | 9 949 | −1,87 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 4 178 | −5,11 | 564 | 5,03 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 43 045 | −0,25 | 5 813 | 10,39 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 91 007 | −2,52 | 12 290 | 7,89 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 831 | −7,62 | 0 | |||||
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 19 425 | −5,61 | 2 669 | 6,29 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 2 068 | −0,43 | 279 | 10,28 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 3 184 | −92,20 | 430 | −91,38 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 41 414 | −1,60 | 5 592 | 8,90 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 117 760 | −1,20 | 285 982 | 9,35 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 63 | −83,59 | 9 | −81,82 | ||||
| 2025-04-14 | 13F | Lpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 99 804 | −1,22 | 13 478 | 9,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 552 | −45,51 | 210 | −39,77 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 84 491 | −6,66 | 11 410 | 3,30 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 103 958 | −13,38 | 14 038 | −4,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 096 | −3,72 | 283 | 6,79 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10 658 | −0,62 | 1 439 | 4,35 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 81 488 | −2,43 | 11 004 | 7,99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 25 115 | −0,92 | 3 392 | 9,67 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 77 075 | −6,54 | 10 | 0,00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 36 490 | −4,73 | 4 928 | 5,44 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 19 002 | −1,19 | 2 566 | 9,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 476 | −27,39 | 334 | −19,71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 68 115 | −2,72 | 9 198 | 7,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 200 | −55,07 | 837 | −50,27 | |||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 438 | −1,77 | 464 | 8,67 | ||||
| 2025-07-15 | 13F | Cigna Investments Inc /new | 231 072 | −4,61 | 31 | 6,90 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4 122 | −4,89 | 557 | 5,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 500 | −11,26 | 2 768 | −1,77 | |||
| 2025-08-08 | 13F | VeraBank, N.A. | 5 721 | −37,92 | 773 | −31,32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21 243 | −13,43 | 2 869 | −4,18 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 18 712 | −21,48 | 2 527 | −13,11 | ||||
| 2025-08-05 | 13F | Allstate Corp | 748 331 | −39,04 | 101 055 | −32,53 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 441 | −25,07 | 600 | −17,15 | ||||
| 2025-04-16 | 13F | Greenhouse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 68 547 | −13,39 | 9 257 | −4,14 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 9 034 | −35,21 | 1 093 | −39,04 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 55 005 | −0,76 | 7 428 | 9,83 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 8 227 | −10,48 | 1 111 | −0,98 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12 862 | −21,99 | 1 746 | −7,72 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 150 532 | −3,40 | 20 328 | 6,91 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 35 788 | −83,98 | 4 180 | −84,67 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 064 | −6,56 | 414 | 3,25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4 951 | −0,30 | 669 | 10,41 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 126 249 | −15,06 | 17 049 | −5,99 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 146 884 | −0,41 | 19 835 | 10,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 294 | −81,08 | 580 | −79,60 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 4 024 | −12,98 | 543 | −3,72 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 961 | −1,21 | 265 | 9,09 | ||||
| 2025-05-15 | 13F | Yale University | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 945 | −3,67 | 263 | 6,50 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 12 712 | −2,03 | 1 717 | 8,40 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1 705 | −19,00 | 237 | −7,42 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 908 | −5,88 | 721 | −10,78 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 6 812 | −0,01 | 920 | 10,59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 310 | −34,60 | 42 | −28,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 364 809 | −0,12 | 49 264 | 10,55 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 194 | −11,18 | 431 | −1,60 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 500 | −6,16 | 338 | 3,69 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 609 | −2,55 | 757 | 7,83 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9 666 | −1,16 | 1 305 | 9,39 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4 468 | −24,82 | 603 | −16,83 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 8 322 | −11,50 | 1 124 | −2,09 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16 724 | −0,30 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3 871 | −24,16 | 523 | −16,08 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 50 605 | −0,42 | 6 834 | 10,21 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12 033 | −5,75 | 1 625 | 4,30 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 190 | −70,90 | 296 | −67,86 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 39 589 | −8,83 | 5 346 | 0,91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 194 | −7,74 | 1 647 | 2,11 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 586 | −2,65 | 1 835 | 7,76 | ||||
| 2025-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 6 492 | −4,89 | 877 | 5,29 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 482 | −0,41 | 1 280 | 10,25 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 30 332 | −0,28 | 4 096 | 10,37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 444 | −1,10 | 195 | 8,99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31 841 | −2,60 | 4 300 | 7,80 | ||||
| 2025-07-18 | 13F | jvl associates llc | 442 766 | −4,02 | 59 791 | 6,23 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10 583 | −11,41 | 1 429 | −1,92 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 582 276 | −50,15 | 78 631 | −44,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 801 | −19,84 | 5 375 | −11,29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 10 725 | −5,36 | 1 309 | −2,75 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2 660 | −0,75 | 359 | 10,12 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4 620 | −2,43 | 624 | 7,97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 113 376 | −5,95 | 15 310 | 4,09 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 12 299 | −11,48 | 1 661 | −2,06 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34 858 | −1,71 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 361 135 | −1,39 | 48 768 | 9,14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 81 579 | −0,19 | 11 016 | 10,47 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 641 429 | −0,27 | 86 619 | 10,38 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 60 801 | −14,02 | 8 211 | −4,84 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3 479 204 | −3,18 | 469 832 | 7,16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 217 400 | −5,24 | 29 358 | 4,88 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 876 | −48,00 | 253 | −42,50 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 374 121 | −1,20 | 50 521 | 9,36 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 595 | −70,31 | 80 | −95,52 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 275 319 | −2,28 | 1 523 | 8,17 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4 424 | −0,90 | 597 | 9,74 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 730 | −61,78 | 639 | −57,72 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16 983 | −23,88 | 2 293 | −15,76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8 790 | −9,61 | 1 187 | 0,08 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 39 200 | −26,45 | 4 783 | −30,24 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2 812 | −2,97 | 380 | 7,37 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 018 | −0,97 | 137 | 9,60 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 17 950 | −17,85 | 2 190 | −22,06 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8 434 | −0,14 | 1 139 | 10,49 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 5 360 | −6,13 | 724 | 3,88 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 192 006 | −0,53 | 25 929 | 10,10 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 137 416 | −4,96 | 18 557 | 5,19 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15 922 | −3,00 | 2 199 | 9,84 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 208 | −8,45 | 433 | 1,41 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 275 195 | −0,36 | 33 577 | −5,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 602 451 | −1,46 | 216 | 9,09 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 167 | −22,95 | 698 | −14,79 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 563 | −63,51 | 751 | −59,62 | ||||
| 2025-05-06 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14 297 | −10,66 | 1 931 | −1,13 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 127 341 | −5,10 | 17 196 | 5,03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 47 874 | −17,84 | 6 465 | −9,07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 139 | −65,93 | 19 | −63,27 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 1 749 | −3,48 | 236 | 6,79 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 16 519 | −2,18 | 2 231 | 8,25 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 54 727 | −2,48 | 7 390 | 7,93 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 150 627 | −3,47 | 20 341 | 6,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 965 | −89,70 | 941 | −88,61 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 370 | −1,07 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 766 | −22,75 | 914 | −14,51 |
