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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 71 890 | −0,24 | 10 812 | 18,07 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 164 | −0,91 | 1 679 | 17,33 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 483 873 | −20,93 | 72 774 | −6,41 | ||||
| 2025-05-12 | 13F | Capital Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 4 115 | −18,08 | 619 | −3,13 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134 543 | −5,88 | 20 237 | 11,39 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 218 023 | −3,17 | 32 791 | 14,59 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 5 684 | −1,13 | 855 | 16,99 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 124 | −0,49 | 771 | 17,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 171 | −2,28 | 1 981 | 15,65 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 88 520 | −2,15 | 13 300 | 20,84 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 7 856 | −1,06 | 1 182 | 17,05 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 667 | −8,26 | 401 | 8,67 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 45 089 | −25,75 | 6 781 | −12,12 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 11 777 | −23,77 | 1 771 | −9,78 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 299 | −11,78 | 1 098 | 4,38 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 4 244 | −8,87 | 638 | 7,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 035 | −7,63 | 759 | 9,54 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 330 | −6,91 | 350 | 10,06 | ||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6 133 | −1,67 | 922 | 16,41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 451 | −24,96 | 57 | −31,33 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 15 282 | −2,65 | 2 298 | 15,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 461 503 | −1,07 | 69 410 | 16,90 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 6 517 | −1,14 | 980 | 17,08 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 81 776 | −13,12 | 12 299 | 2,82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 130 | −25,82 | 5 584 | −19,94 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 119 962 | −2,73 | 18 042 | 15,12 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 125 372 | −16,59 | 18 856 | −1,29 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 8 399 | −0,64 | 1 263 | 17,60 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 602 | −1,65 | 692 | 16,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 25 157 | −6,22 | 3 784 | 10,97 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 977 | −5,76 | 598 | 11,57 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 061 | −25,96 | 460 | −12,38 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 469 | −18,52 | 221 | −3,93 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 893 | −0,15 | 886 | 18,13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 8 190 | −13,70 | 1 232 | 2,16 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 253 | −37,61 | 339 | −26,20 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 2 963 | −90,92 | 446 | −89,27 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 69 | −86,91 | 10 | −84,85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 417 | −2,09 | 965 | 15,99 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5 246 | −5,88 | 789 | 11,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 29 796 | −8,87 | 4 481 | 7,85 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6 359 | −0,63 | 956 | 17,59 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 7 757 | −33,47 | 1 167 | −21,27 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 678 | −21,39 | 553 | −6,90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 232 | −2,30 | 185 | 15,63 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 89 745 | −2,11 | 13 617 | 16,88 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 19 | −20,83 | 3 | −33,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 210 | −13,58 | 27 | −21,21 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 723 | −0,17 | 260 | 18,26 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 41 017 | −0,39 | 6 169 | 17,89 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 366 | −33,39 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 80 687 | −2,58 | 12 135 | 15,30 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 457 | −29,72 | 230 | −14,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 238 | −9,27 | 1 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 578 | −15,43 | 237 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6 657 | −25,46 | 1 001 | −11,73 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 21 965 | −4,84 | 3 304 | 12,62 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 38 421 | −1,93 | 5 779 | 16,07 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2 232 | −2,02 | 336 | 15,92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 185 | −58,89 | 28 | −52,63 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 301 | −9,14 | 1 055 | −9,45 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 471 | −1,51 | 372 | 16,67 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 756 | −4,83 | 414 | 12,50 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 8 335 | −0,22 | 1 254 | 18,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34 315 | −0,87 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 206 | −41,97 | 31 | −33,33 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 660 | −53,70 | 250 | −45,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 513 | −1,90 | 980 | 16,13 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 637 | −10,29 | 1 064 | −1,57 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 92 962 | −1,70 | 13 981 | 16,33 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 1 915 | −13,35 | 243 | −23,58 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 17 645 | −6,97 | 2 654 | 10,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 97 455 | −0,02 | 14 657 | 16,67 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 4 548 | −2,92 | 684 | 17,12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 60 816 | −3,43 | 9 147 | 14,30 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 138 | −51,34 | 923 | −42,42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 222 | −0,43 | 1 086 | 17,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 85 913 | −16,13 | 12 921 | −0,75 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 67 711 | −0,16 | 10 184 | 18,16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 657 | −2,10 | 700 | 15,89 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 2 492 | −11,22 | 375 | 5,06 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 66 989 | −1,66 | 10 075 | 16,39 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 16 609 | −2,55 | 2 498 | 15,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 37 639 | −4,06 | 5 661 | 13,54 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 550 | −9,25 | 233 | 7,37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 387 | −57,38 | 209 | −49,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 301 | −9,08 | 196 | 7,73 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 6 934 | −1,84 | 1 043 | 16,16 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 478 | −2,38 | 672 | 15,07 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 46 594 | −33,49 | 7 | −12,50 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 263 827 | −0,21 | 39 680 | 18,10 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 46 777 | −17,12 | 7 035 | −1,91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 618 | −2,33 | 695 | 15,67 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 75 475 | −0,11 | 11 351 | 18,23 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 5 240 | −8,66 | 788 | 9,75 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 86 546 | −0,25 | 13 017 | 18,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 888 | −19,41 | 1 638 | −5,48 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 670 | −1,85 | 552 | 16,00 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 769 | −16,04 | 268 | 0,37 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 987 | −2,88 | 299 | 14,62 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 817 | −4,17 | 273 | 13,75 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 939 | −12,64 | 1 044 | 3,37 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 34 612 | −0,36 | 5 206 | 13,62 | ||||
| 2025-05-09 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16 576 | −0,02 | 2 493 | 18,38 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4 385 | −12,04 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 039 | −3,19 | 1 059 | 14,63 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 159 573 | −5,26 | 24 000 | 12,12 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 522 | −19,71 | 1 083 | −26,84 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23 336 | −6,42 | 3 510 | 10,73 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8 584 | −1,12 | 1 337 | 27,09 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 732 | −8,65 | 712 | 8,05 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11 780 | −0,83 | 1 772 | 17,36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 29 728 | −0,15 | 4 471 | 18,19 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23 355 | −19,54 | 3 513 | −4,77 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 2 045 | −55,98 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 14 250 | −3,89 | 2 143 | 13,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 708 298 | −3,34 | 106 798 | 14,69 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 995 | −1,33 | 1 202 | 16,81 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 116 | −7,67 | 1 221 | −0,33 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 2 399 | −3,38 | 361 | 14,29 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 492 | −13,15 | 232 | 6,42 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 17 208 | −0,47 | 2 588 | 17,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 297 | −71,61 | 646 | −68,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 741 665 | −14,72 | 111 546 | 0,93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 975 | −13,91 | 2 853 | 1,89 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10 323 | −3,50 | 1 552 | 14,20 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 6 606 | −4,95 | 994 | 12,46 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36 887 | −1,85 | 5 548 | 16,17 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 3 258 | −37,62 | 490 | −26,09 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 235 | −8,10 | 336 | 8,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 38 294 | −4,76 | 5 759 | 12,72 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7 435 | −0,38 | 1 118 | 17,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 509 761 | −0,61 | 227 068 | 17,63 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 2 167 | −15,42 | 326 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 690 | −1,23 | 31 537 | 16,89 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 360 731 | −21,80 | 54 254 | −7,45 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7 387 | −1,85 | 1 111 | 16,21 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4 707 | −57,26 | 1 | −100,00 | ||||
| 2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 5 570 | −15,53 | 855 | 2,03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 17 260 | −5,04 | 2 596 | 12,39 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 32 945 | −11,66 | 4 955 | 4,54 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 67 | −50,00 | 10 | −41,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 24 042 | −0,44 | 3 616 | 17,83 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27 907 | −1,76 | 4 197 | 16,29 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 785 030 | −0,16 | 118 069 | 18,16 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 334 365 | −6,32 | 50 289 | 10,87 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 72 964 | −14,96 | 10 974 | 0,64 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 140 579 | −18,44 | 21 143 | −3,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7 246 | −47,70 | 1 090 | −38,12 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4 166 | −4,58 | 627 | 13,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headinvest, Llc | 2 710 | −8,14 | 408 | 8,82 | ||||
| 2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Weatherly Asset Management L. P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 583 | −41,76 | 88 | −31,50 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 4 468 | −47,96 | 672 | −38,50 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 23 485 | −1,61 | 4 | 0,00 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 565 | −0,18 | 85 | 18,31 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 19 | −20,83 | 3 | −33,33 | ||||
| 2025-08-19 | 13F | Cim, Llc | 10 396 | −1,26 | 1 564 | 16,90 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 10 161 | −0,26 | 1 528 | 18,08 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 992 | −1,14 | 300 | 16,80 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 4 844 | −28,66 | 729 | −15,55 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138 416 | −10,77 | 20 818 | 17,25 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 246 | −0,59 | 3 947 | 17,65 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 717 | −7,11 | 1 161 | 9,95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17 435 | −3,82 | 2 622 | 13,85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 589 | −32,55 | 537 | −20,59 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 74 160 | −84,98 | 11 154 | −82,22 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 412 | −7,87 | 363 | 9,04 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | First National Bank of Hutchinson | 2 034 | −10,67 | 306 | 5,54 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 313 990 | −0,32 | 47 224 | 17,97 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6 396 | −0,91 | 962 | 17,20 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 16 017 | −11,44 | 2 409 | 4,79 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 621 | −18,46 | 244 | −3,57 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 363 | −0,47 | 5 168 | 17,80 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22 | −86,25 | 3 | −85,00 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 11 924 | −2,46 | 1 793 | 15,45 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 195 | −4,51 | 481 | 12,94 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 118 677 | −0,49 | 17 843 | 17,72 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 1 792 | −73,01 | 269 | −68,09 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 284 | −2,07 | 43 | 16,67 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 240 | −24,10 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 92 378 | −2,41 | 13 894 | 15,50 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 594 | −9,71 | 394 | 16,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27 816 | −6,05 | 4 184 | 11,19 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145 409 | −0,30 | 21 869 | 17,99 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 154 672 | −18,73 | 22 285 | −7,86 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 5 542 | −0,20 | 829 | 17,59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 231 521 | −0,85 | 29 422 | −9,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 20 200 | −27,08 | 3 038 | −13,69 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4 588 | −9,42 | 1 | |||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6 314 | −33,64 | 950 | −21,51 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 107 | −15,52 | 317 | 0,00 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 2 242 | −4,15 | 337 | 13,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 249 | −5,76 | 4 399 | 11,54 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 84 265 | −27,70 | 12 673 | −14,44 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 424 | −40,80 | 1 424 | −29,66 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 9 474 | −3,92 | 1 425 | 13,65 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 4 428 | −83,48 | 660 | −80,83 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 949 | −64,93 | 143 | −58,60 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 3 796 | −16,11 | 571 | −0,87 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 89 753 | −32,09 | 13 499 | −19,63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 710 | −0,04 | 408 | 18,31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 262 661 | −0,61 | 189 904 | 17,63 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 436 | −49,91 | 216 | −40,93 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 200 | −54,93 | 481 | −46,67 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 4 631 | −1,09 | 697 | 17,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 443 179 | −12,97 | 66 695 | 3,01 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 448 | −1,27 | 669 | 16,78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 691 | −13,19 | 254 | 2,83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 10 000 | −11,50 | 1 504 | 4,74 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 756 | −4,77 | 264 | 12,82 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 47 594 | −33,39 | 7 158 | −21,17 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 38 111 | −3,10 | 5 732 | 14,67 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 75 036 | −4,27 | 11 285 | 13,30 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4 787 | −0,27 | 720 | 18,06 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 10 412 | −0,64 | 1 566 | 17,58 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 004 | −64,62 | 151 | −58,06 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 88 | −99,23 | 13 | −98,21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 24 964 | −8,21 | 3 755 | 8,62 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 388 | −21,14 | 58 | −14,71 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 895 | −3,76 | 135 | 13,56 | ||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 707 | −3,25 | 1 009 | 14,55 | ||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 24 509 | −8,55 | 3 686 | 8,25 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 512 | −3,31 | 1 130 | 14,39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 965 | −0,13 | 446 | 18,04 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 7 786 | −35,98 | 1 171 | −24,21 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 063 | −0,86 | 310 | 17,42 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 276 | −38,67 | 42 | −28,07 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 1 411 | −25,58 | 212 | −11,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 328 | −27,91 | 1 704 | −14,68 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 074 | −17,27 | 312 | −2,20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 29 193 | −0,43 | 4 391 | 17,85 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 928 | −6,30 | 440 | 10,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 948 | −2,51 | 1 346 | 15,35 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 76 283 | −15,37 | 11 473 | 0,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 189 933 | −16,13 | 179 | −1,11 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 116 843 | −0,39 | 17 573 | 17,88 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 10 645 | −41,32 | 1 601 | −30,54 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3 405 | −4,89 | 512 | 24,27 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 90 239 | −6,29 | 13 572 | 10,90 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 78 434 | −2,20 | 11 796 | 15,75 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4 315 | −6,50 | 649 | 10,58 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 876 | −21,89 | 1 371 | −8,78 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 3 207 | −0,03 | 482 | 18,43 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 442 | −20,86 | 217 | −6,49 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 656 | −5,03 | 2 204 | 12,39 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 4 240 | −0,12 | 632 | 15,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 246 | −3,24 | 1 391 | 14,50 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 035 | −11,87 | 757 | 4,27 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 71 689 | −9,78 | 10 782 | 6,78 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78 076 | −1,70 | 11 743 | 16,34 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4 913 | −8,82 | 739 | 7,89 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 99 410 | −0,87 | 14 951 | 17,33 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 5 845 | −24,63 | 879 | −10,76 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 858 | −34,58 | 279 | −22,50 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 30 403 | −1,66 | 4 573 | 16,40 |
