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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16 535 | −17,61 | 764 | −17,32 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5 214 | −11,57 | 241 | −11,07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 052 | −48,48 | 49 | −48,94 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8 156 | −14,23 | 377 | −13,93 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 372 227 | −2,61 | 17 208 | −2,29 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 567 | −58,02 | 72 | −58,14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 606 | −16,87 | 305 | −16,67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 102 244 | −0,49 | 4 727 | −0,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19 248 | −0,17 | 890 | 0,11 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 11 797 | −25,13 | 545 | −24,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 33 586 | −10,76 | 1 553 | −10,50 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 886 | −0,22 | 365 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 005 | −14,39 | 139 | −14,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 | −94,70 | 4 | −94,87 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 8 936 | −11,66 | 413 | −11,37 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 16 038 | −63,07 | 743 | −62,92 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5 221 | −16,16 | 241 | −15,73 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 553 | −16,02 | 1 782 | −15,74 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 62 125 502 | −3,69 | 2 872 062 | −3,38 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12 882 | −4,27 | 594 | −2,47 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 9 251 | −2,67 | 428 | −2,29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 380 978 | −16,40 | 17 613 | −16,13 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 139 587 | −5,85 | 6 452 | −5,55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 727 | −99,03 | 34 | −99,04 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 476 | −6,54 | 527 | −5,05 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 87 996 | −1,53 | 4 068 | −1,19 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 10 635 | −12,76 | 492 | −12,48 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 91 710 | −22,43 | 4 240 | −22,19 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 37 476 | −18,77 | 1 733 | −18,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 180 461 | −2,10 | 378 | −1,82 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 543 | −18,77 | 950 | −18,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 426 975 | −4,27 | 482 | −3,79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 56 348 | −0,10 | 2 605 | 0,19 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 312 300 | −27,66 | 14 438 | −27,43 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 724 | −81,55 | 542 | −81,48 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 345 307 | −12,00 | 15 964 | −11,71 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 16 550 | −24,43 | 765 | −24,18 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 935 | −78,26 | 181 | −77,87 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 086 | −3,38 | 50 | −1,96 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 175 858 | −1,70 | 8 088 | −1,89 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 130 898 | −1,12 | 6 051 | −0,79 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 23 318 | −7,27 | 1 078 | −6,99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 143 682 | −23,62 | 6 632 | −23,54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 233 | −0,05 | 658 | 0,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 89 793 | −7,14 | 4 151 | −6,82 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20 576 | −0,60 | 951 | −0,21 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 322 293 | −4,06 | 14 900 | −3,75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 36 857 | −2,86 | 1 704 | −2,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 518 | −45,86 | 532 | −45,71 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 36 429 | −1,77 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 25 183 | −11,26 | 1 164 | −10,94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 356 | −4,85 | 201 | −4,29 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 40 895 | −13,94 | 1 891 | −13,66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 477 043 | −7,24 | 68 284 | −6,94 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 55 610 | −17,10 | 2 571 | −16,83 | ||||
| 2025-05-05 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54 029 | −96,54 | 2 | −97,18 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3 243 | −15,61 | 150 | −15,82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47 236 444 | −1,69 | 2 183 741 | −1,37 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 37 322 | −72,92 | 1 725 | −72,83 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 14 491 | −4,08 | 670 | −3,88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 982 | −75,03 | 508 | −74,98 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 115 | −13,30 | 51 | −12,07 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 71 | −80,76 | 3 | −82,35 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 148 897 | −1,87 | 53 114 | −1,55 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 31 909 | −14,59 | 1 475 | −14,29 | ||||
| 2025-08-11 | 13F | Eq Llc | 23 338 | −34,25 | 1 079 | −34,07 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36 458 | −30,65 | 1 676 | −30,80 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6 628 | −66,93 | 306 | −66,85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 095 353 | −47,58 | 50 570 | −47,48 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24 880 | −16,52 | 1 150 | −16,24 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 75 850 | −2,03 | 3 506 | −1,54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 306 | −3,70 | 384 | −3,53 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 293 148 | −6,62 | 13 552 | −6,32 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 955 781 | −9,06 | 44 186 | −8,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 351 519 | −17,62 | 16 075 | −17,28 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6 349 | −1,46 | 294 | −1,01 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 228 665 | −2,65 | 10 571 | −2,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 757 | −22,47 | 2 809 | −22,24 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 338 214 | −4,44 | 15 636 | −4,13 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 166 852 | −2,70 | 7 714 | −2,39 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 224 | −14,62 | 288 | −14,33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 70 455 | −0,47 | 3 257 | −0,12 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 284 516 | −3,99 | 383 | −3,78 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 665 945 | −6,07 | 30 787 | −5,77 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 22 020 | −3,42 | 1 018 | −3,14 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 921 006 | −2,78 | 42 578 | −2,47 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 74 588 | −12,59 | 3 448 | −12,31 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 37 627 | −36,44 | 1 739 | −36,23 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6 791 | −19,07 | 314 | −18,91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 334 804 | −12,87 | 15 478 | −12,59 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 15 888 | −6,20 | 735 | −5,90 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 101 364 | −9,59 | 4 686 | −7,90 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 311 | −22,12 | 615 | −21,86 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 594 | −9,01 | 259 | −8,83 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 126 420 | −20,41 | 5 844 | −20,12 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 138 858 | −16,14 | 6 419 | −15,87 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7 195 | −11,80 | 333 | −11,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 706 738 | −8,14 | 402 512 | −7,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 024 270 | −1,05 | 47 352 | −0,73 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24 320 | −4,37 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13 264 | −80,52 | 613 | −80,46 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 301 | −8,07 | 1 031 | −7,79 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 39 054 | −12,78 | 1 805 | −12,51 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 17 927 | −4,49 | 829 | −4,17 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18 371 | −10,79 | 849 | −10,44 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 119 666 | −0,15 | 5 532 | 0,18 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 15 088 | −44,15 | 697 | −43,97 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 24 470 | −1,77 | 1 131 | −1,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 420 | −2,09 | 158 | −1,25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 55 411 | −22,53 | 2 562 | −22,28 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21 634 | −0,31 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 218 | −4,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 9 438 | −53,01 | 436 | −52,86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 18 189 | −3,49 | 841 | −3,23 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | −93,57 | 2 | −93,75 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 426 073 | −2,85 | 19 697 | −2,53 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 352 | −31,73 | 432 | −31,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 193 632 | −6,65 | 8 952 | −6,35 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 36 956 | −25,38 | 1 708 | −25,15 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 86 460 | −6,86 | 3 997 | −6,55 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 700 | −5,25 | 541 | −5,10 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25 024 | −3,00 | 1 157 | −2,69 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 135 102 602 | −4,97 | 6 245 793 | −4,66 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 427 474 | −0,28 | 65 992 | 0,05 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 12 133 | −8,15 | 561 | −7,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 87 314 | −1,81 | 4 037 | −1,49 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 66 626 | −13,61 | 3 080 | −13,31 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML Blend Fund Initial Class | 2 266 714 | −2,14 | 104 790 | −1,82 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 264 701 | −14,11 | 12 237 | −13,83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 117 886 | −25,84 | 5 450 | −25,60 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 535 | −14,64 | 210 | −14,34 | ||||
| 2025-04-29 | 13F | MBA Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 35 928 | −16,94 | 1 661 | −16,71 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 58 897 | −10,08 | 2 723 | −9,81 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 81 412 | −12,51 | 3 764 | −12,22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 284 800 | −0,67 | 13 166 | −0,35 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 25 874 | −1,01 | 1 196 | −0,66 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 19 062 | −33,57 | 881 | −33,36 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14 565 | −1,82 | 673 | −1,46 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 312 | −6,59 | 14 | −6,67 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 564 082 | −60,92 | 26 078 | −60,79 | ||||
| 2025-08-08 | 13F | Renasant Bank | 4 387 | −58,85 | 203 | −58,86 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 47 012 | −4,88 | 2 173 | −4,57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 985 | −21,36 | 508 | −21,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13 371 | −18,40 | 618 | −18,15 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 79 792 | −10,50 | 3 689 | −10,22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 671 | −1,90 | 308 | −1,60 | ||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ETF Store, Inc. | 6 624 | −0,39 | 306 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 67 | −84,42 | 3 | −84,21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 37 796 | −38,52 | 1 747 | −38,33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 54 808 | −3,34 | 2 534 | −3,02 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 103 322 | −10,96 | 4 713 | −10,16 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 123 940 | −14,05 | 5 730 | −13,78 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 595 085 | −15,49 | 27 511 | −15,22 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 32 473 | −2,33 | 1 501 | −2,02 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 50 696 | −82,22 | 2 | −83,33 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6 604 | −31,39 | 305 | −31,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 696 052 | −5,21 | 32 178 | −4,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 25 110 | −7,46 | 1 161 | −7,20 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 070 | −2,33 | 419 | −1,87 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 660 048 | −58,12 | 30 514 | −57,98 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 138 944 | −57,92 | 6 423 | −56,96 | ||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 10 104 | −64,22 | 467 | −64,10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45 112 | −2,50 | 2 086 | −2,20 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 30 099 | −18,70 | 1 392 | −18,42 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 291 381 | −23,96 | 13 389 | −23,88 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 18 220 | −41,92 | 842 | −41,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 394 661 | −10,85 | 110 705 | −10,56 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 204 282 | −1,62 | 9 444 | −1,31 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5 816 | −3,21 | 269 | −2,90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69 871 | −39,50 | 3 | −40,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14 044 456 | −13,16 | 649 275 | −12,87 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 239 512 | −20,44 | 11 073 | −20,18 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, 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 | 3 712 015 | −2,40 | 171 606 | −2,08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 246 054 | −17,49 | 11 375 | −17,22 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 21 668 | −3,34 | 1 002 | −3,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 89 170 | −22,59 | 4 122 | −22,34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13 815 | −0,22 | 636 | −0,16 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 47 661 | −2,29 | 2 203 | −1,96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55 841 | −20,05 | 2 582 | −19,79 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 49 863 | −29,99 | 2 305 | −29,77 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 776 | −0,86 | 544 | −0,55 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 156 944 | −6,52 | 192 176 | −6,22 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 41 932 | −1,67 | 1 939 | −1,32 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 988 | −1,43 | 600 | −1,15 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 72 203 | −18,66 | 3 338 | −18,41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 134 162 | −1,45 | 6 | 0,00 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 394 | −21,45 | 203 | −21,01 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 16 013 | −14,18 | 736 | −14,32 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 565 864 | −37,50 | 26 075 | −36,28 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 75 919 | −5,15 | 3 510 | −4,85 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 156 196 | −1,96 | 7 221 | −1,65 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 882 | −4,01 | 549 | −3,68 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 34 642 | −19,39 | 1 601 | −19,14 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 129 750 | −12,05 | 5 998 | −11,77 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 914 | −17,29 | 597 | −16,97 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 541 681 | −7,96 | 25 042 | −7,66 | ||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 370 | −11,29 | 294 | −10,91 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 11 147 | −49,61 | 515 | −49,46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 360 363 | −12,31 | 201 580 | −12,02 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 051 | −0,16 | 280 | 0,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 123 929 | −20,53 | 5 729 | −20,28 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 089 | −5,30 | 50 | −5,66 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 427 258 | −0,12 | 19 752 | 0,20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 30 387 | −23,49 | 1 405 | −23,28 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 30 362 | −29,47 | 1 398 | −29,50 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 24 873 | −0,52 | 1 150 | −0,26 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 450 995 | −2,16 | 20 782 | −0,26 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 | −99,78 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 517 087 | −14,70 | 23 905 | −14,43 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 600 | −72,03 | 28 | −71,87 | ||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 79 725 | −11,88 | 4 | −25,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 162 959 | −5,15 | 7 534 | −4,84 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 25 906 | −7,31 | 1 198 | −6,99 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 15 166 | −20,51 | 701 | −20,25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 158 739 | −5,45 | 7 339 | −5,14 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 152 616 | −2,64 | 7 055 | −2,33 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8 362 | −0,70 | 387 | −0,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 166 | −7,51 | 1 857 | −7,25 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 046 | −7,80 | 233 | −7,54 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 52 467 | −19,01 | 2 426 | −18,76 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 39 215 | −18,90 | 1 813 | −18,67 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 429 713 | −8,57 | 19 763 | −8,75 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 200 349 | −10,18 | 55 492 | −9,89 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 687 180 | −0,46 | 31 768 | −0,14 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 514 161 | −7,10 | 23 770 | −6,80 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 659 | −77,01 | 30 | −77,27 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 117 344 | −9,18 | 51 655 | −8,89 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 204 514 | −5,97 | 9 455 | −5,67 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 80 793 | −11,22 | 3 735 | −10,92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 382 480 | −19,92 | 17 682 | −19,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 718 717 | −12,80 | 310 606 | −12,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 167 | −73,72 | 424 | −73,68 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6 413 | −53,33 | 295 | −53,40 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 158 | −24,28 | 285 | −24,06 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 16 198 | −31,21 | 749 | −31,06 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 504 | −32,90 | 162 | −32,92 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16 541 | −3,17 | 765 | −2,92 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 30 253 | −5,13 | 1 394 | −3,26 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 21 099 | −86,91 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 050 | −61,41 | 49 | −61,60 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 176 595 | −0,40 | 8 164 | −0,07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 281 | −1,60 | 244 | −1,21 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 427 | −4,56 | 388 | −2,76 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 91 163 | −31,90 | 4 | −33,33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 109 | −92,31 | 5 | −92,31 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 43 408 | −49,73 | 2 007 | −49,59 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 86 582 | −0,40 | 4 003 | −0,07 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 29 564 | −11,27 | 1 367 | −11,01 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 369 | −25,15 | 17 | −22,73 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 844 | −17,25 | 1 241 | −16,93 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 616 741 | −6,80 | 74 742 | −6,50 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 98 183 | −15,49 | 4 515 | −15,65 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 23 707 | −12,65 | 1 096 | −12,40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 764 470 | −10,76 | 35 341 | −10,47 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 247 280 | −3,19 | 11 350 | −3,57 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15 728 | −24,16 | 727 | −23,87 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 340 479 | −3,31 | 200 660 | −2,99 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 72 177 | −1,28 | 3 337 | −0,95 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sentinus, LLC | 180 299 | −8,69 | 8 335 | −8,39 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 198 537 | −12,02 | 9 178 | −11,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 549 317 | −3,09 | 72 | −2,74 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 17 701 | −1,10 | 818 | −0,73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111 191 | −41,89 | 5 140 | −41,70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 214 | −5,56 | 380 | −5,25 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 75 797 | −11,01 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 329 196 | −28,43 | 15 219 | −28,20 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 214 865 | −22,11 | 9 933 | −21,86 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6 095 | −1,23 | 282 | −1,06 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 53 475 | −54,80 | 2 | −60,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 26 054 | −3,86 | 1 204 | −3,53 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 131 576 | −55,07 | 6 083 | −54,24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 18 943 | −10,35 | 876 | −10,07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 812 870 | −7,88 | 130 039 | −7,58 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228 437 | −5,70 | 10 561 | −5,39 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 36 948 | −10,23 | 1 708 | −9,92 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42 424 | −7,79 | 1 961 | −7,50 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 435 816 | −9,56 | 112 608 | −9,27 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 547 | −50,00 | 25 | −50,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 61 590 | −21,80 | 2 845 | −21,60 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 167 714 | −8,84 | 7 753 | −8,54 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 5 151 | −22,34 | 238 | −21,97 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 752 017 | −9,27 | 173 456 | −8,97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 618 568 | −8,25 | 28 596 | −7,95 | ||||
| 2025-04-15 | 13F | Collier Financial | 1 739 | −99,31 | 80 | −99,30 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 19 447 | −10,90 | 899 | −10,55 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 54 827 | −0,84 | 2 535 | −0,51 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 358 | −13,32 | 17 | −15,79 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 539 | −20,97 | 395 | −20,72 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 31 199 | −15,07 | 1 442 | −14,78 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 674 297 | −22,81 | 31 173 | −22,56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 155 285 | −47,66 | 7 124 | −47,68 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 1 302 816 | −10,79 | 60 229 | −10,50 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 28 670 | −9,11 | 1 325 | −8,81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 804 | −22,18 | 2 | −50,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 899 | −20,29 | 226 | −19,57 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 39 327 | −21,09 | 1 818 | −20,82 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 189 402 | −6,25 | 8 756 | −5,94 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 17 278 | −5,33 | 799 | −5,11 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 10 020 | −0,32 | 463 | 0,00 | ||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 583 888 | −11,53 | 26 993 | −11,24 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 392 101 | −1,77 | 18 127 | −1,45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16 288 | −12,43 | 753 | −12,25 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 640 | −8,10 | 215 | −7,76 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 5 210 | −38,89 | 241 | −37,73 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50 699 | −9,23 | 2 344 | −8,94 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 53 709 | −3,62 | 2 483 | −3,31 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 089 | −9,93 | 235 | −9,62 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 128 665 | −1,16 | 5 948 | −0,83 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 39 967 | −7,16 | 1 848 | −6,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 80 477 | −9,27 | 3 720 | −8,98 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 75 812 | −17,03 | 3 505 | −16,77 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 5 311 | −6,66 | 246 | −6,49 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 61 291 | −21,04 | 2 833 | −20,78 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 523 | −33,95 | 2 012 | −33,73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 169 295 | −1,00 | 7 827 | 1,26 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 677 440 | −1,46 | 31 095 | −1,85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11 830 | −10,62 | 547 | −8,70 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29 770 | −1,21 | 1 376 | −0,86 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 247 866 | −45,91 | 57 689 | −45,74 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 1 186 494 | −13,31 | 54 852 | −13,03 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 31 740 | −10,65 | 1 467 | −10,33 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 191 650 | −21,82 | 8 860 | −21,57 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 86 237 | −45,53 | 3 923 | −46,24 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 793 | −4,11 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30 664 | −5,50 | 1 418 | −5,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17 704 | −0,41 | 812 | −0,85 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 55 067 | −5,16 | 2 546 | −4,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224 004 | −17,84 | 10 356 | −17,58 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 292 860 | −3,22 | 59 769 | −2,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 237 577 | −4,33 | 10 983 | −4,02 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 360 569 | −9,88 | 16 669 | −9,58 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8 383 | −13,56 | 388 | −13,23 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 347 835 | −4,06 | 16 080 | −3,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 451 967 | −10,69 | 20 894 | −10,40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 160 900 | −18,03 | 7 438 | −17,77 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7 755 | −63,72 | 359 | −63,65 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 213 | −14,80 | 472 | −14,49 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 57 444 | −33,64 | 2 656 | −33,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 375 112 | −3,86 | 803 | −3,49 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18 066 | −6,01 | 835 | −5,65 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 7 531 | −2,42 | 348 | −1,97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266 655 | −0,88 | 12 327 | −0,56 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 181 594 | −1,89 | 8 395 | −1,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 101 288 | −21,61 | 4 649 | −21,92 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 76 465 | −0,96 | 3 535 | −0,65 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 21 278 | −18,28 | 984 | −18,02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 55 910 | −1,14 | 2 585 | −0,81 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 23 383 | −0,14 | 1 081 | 0,09 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 417 | −12,86 | 204 | −12,45 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 192 877 | −28,63 | 8 917 | −28,40 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 161 284 | −17,66 | 7 456 | −17,39 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 686 531 | −18,64 | 31 738 | −18,37 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23 927 | −14,15 | 1 104 | −13,01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 43 951 | −0,96 | 2 032 | −0,64 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 417 669 | −16,78 | 19 | −17,39 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11 879 | −15,29 | 549 | −15,02 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12 304 | −3,57 | 569 | −3,24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 41 094 | −31,79 | 1 900 | −31,59 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 685 | −0,49 | 586 | −0,17 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 90 437 | −2,82 | 4 181 | −2,52 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 115 094 | −0,45 | 51 551 | −0,13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 4 | −97,99 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 257 214 | −1,17 | 11 891 | −0,84 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 343 514 | −2,04 | 15 881 | −1,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 612 013 | −4,86 | 74 523 | −4,55 | ||||
| 2025-04-14 | 13F | Bennett Selby Investments Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 5 160 | −0,65 | 239 | −0,42 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 40 101 | −1,24 | 1 854 | −0,96 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 19 073 | −21,22 | 882 | −20,99 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 223 798 | −8,88 | 149 | −8,59 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 395 | −2,31 | 203 | −1,93 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 19 782 | −11,09 | 915 | −10,83 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 712 133 | −2,35 | 125 382 | −2,03 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 067 | −6,83 | 142 | −6,62 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 6 332 | −26,42 | 293 | −26,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 139 203 | −14,72 | 6 435 | −14,45 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 311 915 | −6,37 | 14 420 | −6,07 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 8 087 | −5,37 | 374 | −5,09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 85 521 | −2,42 | 3 954 | −2,11 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 985 | −9,60 | 2 634 | −9,30 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 850 | −16,48 | 409 | −16,19 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95 449 | −3,94 | 4 413 | −3,63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 76 276 | −20,01 | 3 526 | −19,75 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 109 454 | −1,17 | 5 060 | −0,84 |
