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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 29 124 | −31,28 | 5 691 | −29,53 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 27 213 | −0,59 | 5 314 | 1,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 349 692 | −13,79 | 68 337 | −11,60 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 25 000 | −7,41 | 4 886 | −5,05 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 32 106 | −0,71 | 6 274 | 1,82 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 23 278 | −7,06 | 4 549 | −4,71 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2 379 | −1,08 | 465 | 1,31 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 610 | −0,08 | 510 | 2,62 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 5 071 | −1,40 | 991 | 1,02 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 4 365 | −0,46 | 853 | 2,16 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 52 027 | −0,73 | 10 167 | 1,79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 59 527 | −3,58 | 11 633 | −1,13 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1 168 | −1,85 | 228 | 0,88 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 52 000 | −5,45 | 10 162 | −3,05 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 757 | −20,82 | 1 955 | −13,42 | ||||
| 2025-05-14 | 13F | Luts & Greenleigh Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 107 989 | −29,80 | 21 103 | −28,02 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 803 | −3,31 | 3 284 | −0,85 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 44 413 | −7,35 | 8 679 | −4,99 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 1 192 | −0,08 | 233 | 2,20 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 035 | −30,31 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 104 | −0,57 | 411 | 1,99 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 2 872 | −5,25 | 561 | −2,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 468 | −0,65 | 17 576 | 3,56 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 1 199 | −1,96 | 234 | 0,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 423 | −12,45 | 873 | −9,36 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 728 | −99,47 | 338 | −99,45 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19 179 | −0,99 | 3 748 | 1,52 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4 169 | −2,59 | 815 | −0,12 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 7 081 | −0,62 | 1 384 | 1,92 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 43 580 | −5,70 | 8 307 | −6,17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 27 214 | −11,76 | 5 318 | −9,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 826 416 | −0,47 | 161 498 | 2,06 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 64 926 | −12,08 | 12 688 | −9,85 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 596 | −4,64 | 116 | −2,52 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 4 425 | −1,18 | 865 | 1,29 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 91 654 | −0,08 | 17 911 | 2,45 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 230 | −8,14 | 240 | −5,88 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 218 | −0,61 | 824 | 1,98 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 10 073 | −5,52 | 1 968 | −3,10 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 4 104 | −3,21 | 802 | −0,74 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 110 658 | −4,84 | 21 625 | −2,43 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5 866 | −2,17 | 1 118 | −2,36 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anb Bank | 1 284 | −1,61 | 251 | 0,81 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 57 | −57,78 | 11 | −56,00 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 13 651 | −0,63 | 2 668 | 1,91 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 14 261 | −3,41 | 2 787 | −0,96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 27 894 | −26,43 | 5 451 | −24,57 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 16 524 | −6,94 | 3 229 | −4,58 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 7 139 | −7,18 | 1 395 | −4,78 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10 211 | −0,04 | 1 995 | 2,52 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Davis Selected Advisers | 10 978 | −44,31 | 2 145 | −42,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 153 247 | −3,43 | 29 948 | −0,98 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 974 | −1,56 | 777 | 0,91 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 19 032 | −4,83 | 3 719 | −2,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 711 333 | −3,07 | 139 009 | −0,61 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 069 | −0,37 | 1 577 | 2,14 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 046 | −5,37 | 400 | −3,16 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 072 | −2,37 | 210 | 0,00 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5 568 | −8,13 | 1 088 | −5,80 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Obsidian Personal Planning Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 40 | −27,27 | 0 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6 436 | −6,51 | 1 258 | −4,19 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 648 | −3,29 | 322 | −0,62 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 125 006 | −7,99 | 24 429 | −5,65 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 54 677 | −0,50 | 10 685 | 1,88 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5 363 | −3,66 | 1 048 | −1,23 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 2 045 | −18,43 | 400 | −16,35 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 7 498 | −0,74 | 1 465 | 1,81 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 820 | −51,39 | 728 | −51,43 | ||||
| 2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 6 794 | −7,54 | 1 328 | −5,21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 61 662 | −22,34 | 12 050 | −20,37 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 062 | −6,75 | 3 139 | −4,39 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 213 | −11,73 | 823 | −9,46 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 131 284 | −46,76 | 25 729 | −45,25 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 27 259 | −1,80 | 5 327 | 0,68 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 169 | −5,74 | 619 | −3,28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 96 915 | −3,81 | 18 939 | 3,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 112 628 | −0,57 | 217 | 1,88 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 324 917 | −2,97 | 1 626 855 | −0,51 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 043 | −0,83 | 790 | 1,80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 18 429 | −1,16 | 3 601 | 1,35 | ||||
| 2025-05-01 | 13F | Mathes Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 647 | −3,85 | 322 | −1,53 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 791 | −6,86 | 741 | −4,52 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 124 | −20,00 | 24 | −17,24 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 232 226 | −0,38 | 45 382 | 2,15 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 25 370 | −2,84 | 4 958 | −0,36 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 638 | −4,49 | 121 | −8,40 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 133 | −2,92 | 26 | −3,85 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 934 | −22,76 | 378 | −20,96 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 674 | −63,61 | 132 | −62,78 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 191 | −21,25 | 624 | −19,30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 113 093 | −1,93 | 22 101 | 0,56 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 41 695 | −9,38 | 8 148 | −7,07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 33 761 | −0,45 | 6 598 | 2,07 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 96 768 | −1,68 | 18 910 | 0,82 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 980 | −36,90 | 387 | −35,45 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6 366 | −3,69 | 1 244 | −1,19 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 590 | −49,40 | 1 | −100,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 217 580 | −2,79 | 237 939 | −0,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 300 | −75,47 | 254 | −74,85 | |||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 1 199 | −8,89 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 103 | −9,98 | 606 | −7,62 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 70 046 | −0,14 | 13 688 | 2,40 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4 962 | −57,92 | 970 | −56,88 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 720 | −6,72 | 727 | −4,47 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 210 | −26,17 | 231 | −26,28 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 185 | −17,78 | 36 | −14,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 206 | −2,58 | 236 | 0,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 1 274 | −35,66 | 249 | −34,22 | ||||
| 2025-08-11 | 13F | Eq Llc | 10 622 | −85,32 | 2 076 | −84,96 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 373 | −1,79 | 1 636 | 0,74 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 53 464 | −0,07 | 10 448 | 2,46 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 690 | −13,55 | 330 | −7,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 963 | −50,41 | 188 | −49,19 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 17 094 | −8,36 | 3 341 | −6,02 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 25 710 | −2,54 | 5 025 | −0,06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 674 | −0,28 | 2 477 | 2,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 48 813 | −1,71 | 10 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 966 | −17,37 | 189 | −15,32 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 103 | −19,05 | 411 | −17,17 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 9 083 | −0,12 | 1 775 | 2,37 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 128 043 | −20,63 | 24 206 | −21,27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 797 | −2,54 | 749 | 6,25 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 284 | −9,27 | 55 | −6,78 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 15 072 | −0,05 | 2 945 | 2,51 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 352 | −32,44 | 69 | −30,30 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2 404 | −14,57 | 470 | −12,50 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 273 | −15,63 | 444 | −13,45 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 387 | −4,08 | 271 | −1,45 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 7 635 | −51,60 | 1 492 | −50,37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 85 872 | −35,38 | 16 781 | −33,74 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1 176 | −4,23 | 230 | −2,14 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 73 986 | −0,84 | 14 458 | 1,67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 7 711 | −1,39 | 1 507 | 1,07 | ||||
| 2025-04-03 | 13F | First Citizens Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 26 903 | −3,17 | 5 257 | −0,72 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 38 576 | −0,05 | 7 538 | 2,49 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2 832 | −0,04 | 554 | 2,60 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 2 552 | −0,20 | 499 | 2,26 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 12 542 | −2,09 | 2 451 | 0,41 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 1 400 | −3,91 | 274 | −1,44 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 2 060 | −11,05 | 403 | −8,84 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 15 703 | −0,15 | 3 069 | 2,37 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 42 001 | −25,27 | 8 208 | −23,37 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 4 114 | −3,99 | 784 | −4,04 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 347 | −30,18 | 68 | −28,72 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 438 | −2,20 | 867 | 0,35 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 456 | −0,55 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10 100 | −1,13 | 1 974 | 1,39 | ||||
| 2025-08-12 | 13F | Brandywine Global Investment Management, LLC | 515 | −7,87 | 101 | −5,66 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 290 | −4,79 | 1 620 | −2,41 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 431 | −5,79 | 280 | −3,46 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 990 | −37,85 | 1 171 | −36,27 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 61 403 | −0,63 | 12 000 | 1,89 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 9 895 | −14,07 | 1 934 | −11,90 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111 520 | −50,84 | 22 | −52,27 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 742 | −2,83 | 523 | −2,97 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7 840 | −1,69 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 112 | −2,27 | 413 | 0,24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 180 996 | −1,24 | 35 370 | 1,27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55 339 | −74,79 | 10 746 | −74,31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 480 | −2,12 | 289 | 0,35 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 102 | −0,72 | 0 | |||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 274 | −0,15 | 1 031 | 2,39 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 373 | −12,82 | 464 | −10,62 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 65 357 | −3,95 | 12 772 | −1,50 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 3 314 | −15,72 | 648 | −13,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 752 | −1,79 | 342 | 0,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 1 200 | −55,56 | 235 | −54,47 | |||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 460 | −76,66 | 2 | −85,71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 59 354 | −1,49 | 11 599 | 1,02 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 27 565 | −13,73 | 5 387 | −11,55 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 288 124 | −3,54 | 56 305 | −1,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268 949 | −0,91 | 52 558 | 1,61 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 4 406 | −16,96 | 861 | −14,84 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 614 | −94,01 | 4 571 | −78,29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 020 | −8,60 | 395 | −6,41 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 23 497 | −0,86 | 4 592 | 1,66 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 19 024 | −3,84 | 3 718 | −1,41 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 37 543 | −0,20 | 7 337 | 2,34 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 37 011 | −0,15 | 7 233 | 2,38 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 24 462 | −56,71 | 4 780 | −55,61 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 168 | −1,50 | 424 | 0,95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 77 040 | −1,15 | 15 055 | 1,36 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 274 | −7,68 | 249 | −5,32 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7 363 | −0,07 | 1 439 | 2,42 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 1 887 | −0,53 | 369 | 1,94 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 83 100 | −21,90 | 16 239 | −19,91 | |||
| 2025-08-05 | 13F | LTG Capital LLC | 6 936 | −1,49 | 1 355 | 1,04 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 528 | −5,15 | 299 | −2,93 | ||||
| 2025-05-06 | 13F | Dorsey Wright & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4 083 | −3,43 | 798 | −0,99 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 9 984 | −3,88 | 1 951 | −1,41 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 55 159 | −2,58 | 10 779 | −0,10 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 657 | −3,95 | 128 | −1,54 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 603 | −1,85 | 509 | 0,59 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 738 | −27,38 | 730 | −25,51 | ||||
| 2025-04-11 | 13F | DKM Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 420 | −0,70 | 277 | 1,84 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 21 748 | −1,28 | 4 250 | 1,24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 1 200 | −36,88 | 235 | −35,36 | ||||
| 2025-08-08 | 13F | Renasant Bank | 10 709 | −38,52 | 2 093 | −36,97 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5 598 | −0,94 | 1 094 | 1,58 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12 771 | −2,67 | 2 496 | −0,20 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 4 473 | −0,16 | 874 | 2,46 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 30 284 | −5,11 | 5 918 | −2,70 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 491 | −6,40 | 291 | −3,96 | ||||
| 2025-04-16 | 13F | Quintet Private Bank (Europe) S.A. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Amarillo National Bank | 268 401 | −0,50 | 52 451 | 2,03 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 197 547 | −3,22 | 38 838 | −0,03 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 6 786 | −11,94 | 1 326 | −9,67 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 097 | −3,26 | 1 387 | 3,20 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 40 900 | −75,03 | 7 993 | −74,40 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 51 247 | −1,16 | 10 015 | 1,35 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 782 | −1,31 | 544 | 1,12 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 621 | −67,24 | 3 248 | −66,40 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 51 453 | −2,37 | 10 152 | 1,07 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4 622 | −8,98 | 903 | −6,62 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 171 | −1,01 | 1 010 | 1,51 | ||||
| 2025-05-15 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3 494 | −2,24 | 683 | 0,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 415 | −4,33 | 4 487 | 3,84 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 524 | −28,61 | 103 | −27,14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 8 244 | −9,53 | 1 611 | −7,20 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 13 102 | −5,21 | 2 585 | 3,40 | ||||
| 2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 237 561 | −18,62 | 46 424 | −16,55 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20 345 | −2,10 | 3 976 | 0,38 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 11 009 | −8,81 | 2 151 | −6,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419 881 | −2,18 | 82 | 1,23 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11 945 | −3,49 | 2 334 | −1,02 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 38 801 | −0,08 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 303 | −2,10 | 255 | 0,00 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 31 179 | −8,70 | 6 093 | −6,38 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 611 | −0,11 | 510 | 2,41 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 1 567 | −1,82 | 306 | 0,66 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 470 | −17,28 | 287 | −15,09 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 772 | −29,35 | 346 | −27,46 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 405 | −6,87 | 3 206 | −4,53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 41 606 | −5,20 | 8 130 | −2,80 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8 118 | −16,08 | 1 547 | −16,20 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 111 | −37,64 | 5 689 | −36,06 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 062 | −23,41 | 990 | −21,45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 688 | −12,25 | 1 112 | −10,04 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 7 725 | −3,93 | 1 510 | −1,50 | ||||
| 2025-06-03 | 13F | Invst, LLC | 53 178 | −16,67 | 10 135 | −16,80 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 72 635 | −0,46 | 14 194 | 2,07 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Brick & Kyle, Associates | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 970 | −1,35 | 385 | 1,05 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 740 | −4,24 | 340 | −1,73 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8 195 | −1,01 | 1 601 | 1,52 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4 274 | −4,26 | 835 | −1,76 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 62 570 | −5,46 | 12 227 | −3,06 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 12 914 | −35,94 | 2 548 | −33,71 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 1 055 | −15,94 | 206 | −13,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 215 | −8,72 | 237 | −6,32 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 33 836 | −6,63 | 6 612 | −4,26 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 14 378 | −0,49 | 2 810 | 2,03 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 864 195 | −7,16 | 168 881 | −4,80 | ||||
| 2025-07-16 | 13F | American National Bank | 364 | −28,35 | 71 | −26,04 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 23 272 | −0,48 | 4 548 | 2,04 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 24 206 | −24,46 | 4 730 | −22,55 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 9 452 | −2,64 | 1 847 | −0,16 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 11 622 | −14,33 | 2 271 | −12,15 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 21 913 | −2,34 | 4 282 | 0,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 272 484 | −3,33 | 53 249 | −0,87 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 12 929 | −1,00 | 2 527 | 1,53 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5 052 | −52,17 | 987 | −50,97 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 17 899 | −1,12 | 3 498 | 1,39 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 616 663 | −12,94 | 120 508 | −10,73 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36 752 | −0,03 | 7 182 | 2,51 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 66 837 | −0,04 | 13 188 | 12,46 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 87 972 | −2,62 | 17 191 | −0,15 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 107 285 | −4,04 | 20 966 | −1,61 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 94 595 | −4,71 | 18 486 | −2,29 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 196 493 | −1,05 | 38 813 | 2,56 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 128 | −30,95 | 416 | −29,30 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 1 196 | −2,37 | 234 | 0,00 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 28 798 | −18,51 | 5 628 | −16,45 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2 145 | −4,37 | 423 | −1,17 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12 572 | −0,29 | 2 457 | 2,21 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 363 | −5,53 | 2 025 | −3,11 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 986 | −0,30 | 388 | 2,37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 641 | −43,82 | 321 | −42,45 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 4 165 | −3,92 | 1 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 136 860 | −60,71 | 26 745 | −59,72 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 206 | −38,14 | 40 | −36,51 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 1 831 | −15,03 | 358 | −13,14 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 16 265 | −1,71 | 3 179 | 0,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edgar Lomax Co/va | 20 757 | −0,20 | 4 056 | 2,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74 845 | −9,48 | 14 626 | −7,18 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 529 | −0,61 | 1 080 | 1,89 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1 484 | −0,47 | 290 | 2,11 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 100 530 | −5,63 | 19 646 | −3,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 52 134 | −1,00 | 10 188 | 1,51 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 653 | −0,61 | 2 864 | 1,74 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 400 | −99,52 | 78 | −99,51 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 101 | −31,27 | 215 | −29,51 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 1 324 | −8,31 | 259 | −6,18 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 49 770 | −0,37 | 9 726 | 2,16 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 832 | −30,08 | 1 335 | −28,30 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7 064 | −2,13 | 1 380 | 0,36 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 84 992 | −4,44 | 16 609 | −2,01 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 1 234 | −17,90 | 241 | −15,73 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 26 331 | −6,62 | 5 146 | −4,24 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 97 933 | −0,61 | 19 138 | 1,92 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 10 637 | −29,01 | 2 079 | −27,22 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 2 170 | −60,34 | 424 | −59,31 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 7 329 | −38,62 | 1 432 | −37,05 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 10 753 | −3,06 | 2 101 | −0,61 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 297 095 | −0,17 | 58 058 | 2,36 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 20 376 | −13,96 | 3 982 | −11,79 | ||||
| 2025-05-15 | 13F | Marathon Partners Equity Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 4 624 | −45,17 | 904 | −43,81 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 900 | −0,32 | 1 153 | 2,13 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27 679 | −39,54 | 5 409 | −38,11 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 13 913 | −1,44 | 2 652 | −4,26 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 857 | −12,49 | 363 | −4,74 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6 265 | −13,30 | 1 224 | −11,11 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 498 | −10,75 | 1 270 | −8,51 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Human Investing LLC | 1 046 | −18,28 | 204 | −16,05 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 274 046 | −2,81 | 54 | 0,00 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 4 917 | −13,23 | 937 | −15,43 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20 330 | −0,10 | 3 973 | 2,42 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 977 | −14,19 | 386 | −12,07 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 607 | −0,86 | 2 659 | 1,68 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 056 | −2,31 | 206 | 0,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 1 638 | −2,96 | 320 | −0,31 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 30 871 | −5,13 | 6 033 | −2,73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 10 145 | −2,63 | 1 983 | −0,15 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 3 933 | −3,84 | 769 | −1,41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 100 117 | −19,22 | 19 565 | −17,17 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 113 | −62,46 | 22 | −63,16 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 157 948 | −7,19 | 30 866 | −4,83 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Argent Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 299 730 | −3,22 | 58 573 | −0,76 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 7 163 | −3,23 | 1 400 | −0,78 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 1 117 | −24,32 | 218 | −22,42 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 525 | −3,00 | 1 861 | −0,53 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 116 629 | −20,09 | 22 227 | −20,21 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 416 | −0,37 | 472 | 2,16 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 2 585 | −23,61 | 505 | −21,58 | ||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5 931 | −1,31 | 1 159 | 1,22 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 005 | −1,23 | 392 | 1,30 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 9 289 | −15,55 | 1 815 | −13,41 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 9 446 | −0,43 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 62 742 | −15,61 | 12 261 | −13,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 798 | −1,80 | 351 | 0,86 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 10 441 | −0,21 | 2 040 | 2,31 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 58 843 | −4,54 | 11 499 | −2,12 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1 116 | −3,21 | 218 | −0,46 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10 024 | −0,53 | 1 959 | 1,98 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 362 | −3,95 | 266 | −1,48 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 638 052 | −2,32 | 320 108 | 0,16 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 883 | −10,84 | 759 | −8,67 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4 744 | −0,42 | 927 | 2,21 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 129 631 | −0,62 | 25 333 | 1,90 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 93 | −1,06 | 18 | 5,88 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 1 116 | −1,93 | 218 | 0,93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 49 321 | −6,04 | 9 638 | −3,65 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 2 097 | −0,90 | 410 | 1,49 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 63 429 | −0,56 | 12 395 | 1,96 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 43 748 | −23,59 | 8 549 | −21,66 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 32 549 | −5,85 | 6 361 | −3,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 974 | −9,60 | 2 145 | −7,31 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 2 233 | −2,19 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 8 259 | −1,96 | 1 614 | 0,50 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 3 327 | −2,18 | 650 | 0,31 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 23 398 | −2,40 | 4 572 | 13,31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 352 694 | −9,16 | 459 763 | −6,86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 33 465 | −8,55 | 6 540 | −6,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 124 400 | −13,34 | 24 310 | −11,28 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 39 746 | −1,43 | 7 767 | 1,08 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 350 | −1,32 | 264 | 1,15 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 6 679 | −2,84 | 1 316 | 0,46 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 16 433 | −9,19 | 3 211 | −6,87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 64 695 | −18,71 | 12 643 | −16,65 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 272 | −0,83 | 1 005 | −0,99 | ||||
| 2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 19 142 | −1,43 | 3 741 | 1,05 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 42 586 | −1,60 | 8 322 | 0,90 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 9 887 | −1,37 | 1 932 | 1,15 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 19 920 | −4,77 | 3 958 | −0,73 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 2 928 | −4,38 | 572 | −1,89 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 10 948 | −2,37 | 2 139 | 0,09 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 58 585 | −2,25 | 11 449 | 0,23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 626 | −0,93 | 1 295 | 1,57 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 163 617 | −5,06 | 31 974 | −2,65 | ||||
| 2025-04-15 | 13F | Collier Financial | 68 | −99,66 | 13 | −99,69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 195 | −12,68 | 10 591 | −10,47 | ||||
| 2025-04-17 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 144 401 | −5,20 | 28 219 | −2,79 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 8 733 | −3,83 | 1 707 | −1,39 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 525 | −19,56 | 689 | −17,60 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 83 907 | −7,69 | 16 399 | −5,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 16 895 | −3,77 | 3 302 | −1,32 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 450 | −16,36 | 88 | −14,71 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 120 890 | −2,74 | 23 624 | −0,27 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2 532 | −8,72 | 495 | −6,44 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 6 100 | −88,60 | 1 192 | −88,31 | ||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 27 067 | −2,44 | 5 290 | 0,04 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 105 038 | −2,97 | 20 527 | −0,50 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 44 550 | −0,10 | 8 706 | 2,44 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 426 | −55,98 | 1 256 | −54,87 | ||||
| 2025-04-30 | 13F | First National Bank & Trust Co Of Newtown | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 428 | −5,30 | 1 842 | −2,90 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 949 | −4,65 | 1 944 | −2,21 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 415 | −7,89 | 472 | −5,61 | ||||
| 2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 30 803 | −0,38 | 6 020 | 2,14 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21 024 | −4,35 | 4 108 | −1,93 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 193 | −0,38 | 2 383 | 2,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 106 | −72,62 | 998 | −71,94 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 5 544 | −2,26 | 1 083 | 0,28 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 855 | −18,92 | 362 | −16,78 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 998 | −53,18 | 1 172 | −51,99 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 1 218 | −65,03 | 238 | −64,10 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 10 457 | −0,08 | 2 044 | 2,46 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2 134 | −10,19 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 504 | −48,40 | 1 857 | −47,12 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 82 | −12,77 | 16 | −5,88 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 319 | −2,60 | 453 | 0,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 70 865 | −62,66 | 13 848 | −61,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 171 | −0,68 | 229 | 1,79 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 5 331 | −0,84 | 10 | 0,00 | ||||
| 2025-04-01 | 13F | Trust Co of the South | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 3 950 | −0,13 | 772 | 2,39 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 1 365 | −1,23 | 267 | 1,14 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 17 099 | −0,14 | 3 259 | −2,54 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 75 749 | −0,20 | 14 803 | 2,33 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 19 603 | −12,98 | 3 831 | −10,78 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 7 515 | −66,19 | 1 469 | 36 600,00 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Vienna Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Coho Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 48 696 | −0,50 | 9 516 | 2,03 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 35 431 | −20,48 | 6 924 | −18,47 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 16 978 | −1,69 | 3 318 | 0,79 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 4 701 | −3,81 | 919 | −1,40 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 147 767 | −3,94 | 28 877 | −1,50 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 27 184 | −1,17 | 5 394 | 2,72 | ||||
| 2025-05-06 | 13F | Mendel Money Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 351 | −21,85 | 1 241 | −19,83 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 112 198 | −5,78 | 21 926 | −3,39 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 92 841 | −21,45 | 18 143 | −19,45 | ||||
| 2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15 016 | −3,84 | 2 934 | −1,41 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 1 388 | −4,14 | 271 | −1,45 | ||||
| 2025-08-19 | 13F | Cim, Llc | 1 237 | −55,36 | 242 | −54,36 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1 750 | −11,97 | 342 | −9,52 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 2 213 | −0,14 | 432 | 2,37 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 244 | −49,59 | 48 | −45,35 | ||||
| 2025-08-05 | 13F | Allstate Corp | 14 138 | −29,79 | 2 763 | −28,02 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 52 | −88,55 | 10 | −87,95 | ||||
| 2025-04-30 | 13F | First Interstate Bank | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 964 | −7,81 | 1 | |||||
| 2025-07-31 | 13F | Planning Center, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 504 103 | −9,52 | 98 512 | −7,23 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8 923 | −0,06 | 1 744 | 2,47 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 93 114 | −26,78 | 18 196 | −24,83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 198 115 | −1,63 | 38 716 | 0,87 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3 230 | −0,12 | 631 | 2,44 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1 651 | −1,08 | 0 | |||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 10 746 | −0,10 | 2 100 | 2,44 | ||||
| 2025-08-14 | 13F | Betterment LLC | 388 831 | −3,26 | 76 | −1,32 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15 994 | −2,03 | 3 126 | 0,45 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 32 770 | −0,03 | 6 485 | 11,14 | ||||
| 2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 14 460 | −5,40 | 2 848 | −2,23 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 13 250 | −0,08 | 2 589 | 2,45 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 675 | −20,12 | 132 | −18,63 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 117 466 | −4,64 | 22 955 | −2,22 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 115 679 | −0,49 | 22 606 | 2,04 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 41 534 | −1,69 | 8 117 | 0,81 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 105 938 | −0,63 | 20 702 | 1,90 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 9 814 | −2,91 | 2 | 0,00 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 460 | −25,50 | 481 | −23,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 129 | −34,63 | 416 | −32,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 198 | −92,83 | 2 970 | −92,65 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 626 003 | −1,27 | 122 334 | 1,24 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 540 | −5,41 | 301 | −3,23 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 530 | −52,97 | 104 | −51,87 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 526 | −8,30 | 1 080 | −6,01 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 250 958 | −0,51 | 49 042 | 2,02 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 22 404 | −0,09 | 4 378 | 2,46 | ||||
| 2025-08-12 | 13F | Bank OZK | 1 893 | −26,83 | 370 | −25,15 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 20 033 | −9,34 | 3 915 | −7,05 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 1 304 | −28,82 | 255 | −27,22 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3 092 | −13,32 | 604 | −11,05 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 13 183 | −6,40 | 2 576 | −4,02 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 1 172 | −0,42 | 229 | 1,79 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 1 423 | −37,51 | 278 | −35,80 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 1 267 | −18,89 | 248 | −16,84 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 136 | −5,80 | 222 | −3,49 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 989 | −0,90 | 389 | 1,57 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 694 | −7,43 | 331 | −4,89 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 174 | −89,83 | 1 994 | −89,44 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 2 596 | −0,27 | 507 | 2,42 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 508 | −6,14 | 881 | −3,83 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 4 525 | −0,02 | 884 | 2,55 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1 599 | −1,60 | 312 | 0,97 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 1 700 | −19,32 | 332 | −17,21 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 4 150 | −34,99 | 811 | −33,39 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 5 512 | −30,01 | 1 077 | −28,20 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 12 671 | −5,23 | 2 476 | −2,83 | ||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 6 460 | −11,63 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 84 161 | −1,41 | 16 447 | 1,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 000 | −18,92 | 586 | −16,88 | |||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 97 875 | −2,44 | 19 127 | 0,04 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 3 079 | −3,54 | 602 | −1,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 100 | −52,97 | 2 169 | −51,77 | |||
| 2025-08-14 | 13F | Acas, Llc | 21 554 | −1,87 | 4 359 | 7,90 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 889 | −7,88 | 955 | −5,54 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 30 514 | −3,53 | 5 963 | −1,08 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 1 227 | −18,58 | 240 | −16,72 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 936 | −4,54 | 378 | −2,07 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES | 9 894 | −1,64 | 1 933 | 0,83 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 16 000 | −5,88 | 3 127 | −3,49 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 7 995 | −1,67 | 1 562 | 0,84 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 658 | −18,30 | 1 496 | −16,24 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 13 454 | −6,86 | 2 629 | −4,47 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 330 | −0,58 | 1 237 | 1,98 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 |
