Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Coastline Trust Co | 5 757 | −0,86 | 1 955 | 9,71 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 12 998 | −0,15 | 4 414 | 10,52 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 332 397 | −2,88 | 112 872 | 7,51 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 15 552 | −0,19 | 5 281 | 10,48 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 24 188 | −2,93 | 8 213 | 7,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 169 | −0,04 | 3 793 | 10,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 451 | −0,22 | 153 | 10,87 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2 700 | −0,30 | 917 | 10,36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 174 | −3,05 | 1 078 | 7,27 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 316 | −16,87 | 786 | −7,96 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 603 | −30,21 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 5 163 | −2,97 | 1 753 | 7,41 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 3 003 | −37,74 | 1 020 | −31,10 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 704 | −3,16 | 239 | 7,21 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 712 | −0,84 | 242 | 9,55 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Legacy Trust | 2 735 | −17,25 | 929 | −8,39 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 4 193 | −18,17 | 1 286 | −22,06 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 084 | −11,20 | 1 419 | 0,57 | ||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sageworth Trust Co | 13 967 | −11,90 | 4 743 | −2,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 913 537 | −12,38 | 649 781 | −3,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 12 223 | −12,28 | 4 151 | −2,90 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 977 | −0,10 | 332 | 10,33 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 15 509 | −6,02 | 5 266 | 4,05 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 2 061 | −72,06 | 2 306 | 1,95 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 143 750 | −32,24 | 48 511 | −25,04 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 1 330 | −4,18 | 408 | −8,95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 5 757 | −0,10 | 1 955 | 10,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 647 | −4,99 | 220 | 0,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 086 | −2,25 | 1 048 | 8,16 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2 197 | −1,61 | 746 | 8,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 368 | −4,19 | 1 483 | 6,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 500 | −80,23 | 1 188 | −78,12 | |||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 836 | −3,32 | 623 | 7,04 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 93 900 | −22,73 | 31 886 | −14,46 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 2 153 | −8,46 | 754 | 3,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 266 | −4,93 | 8 919 | 5,25 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 586 642 | −6,32 | 538 776 | 3,71 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 8 479 | −27,79 | 2 879 | −20,05 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6 719 | −1,71 | 2 282 | 8,83 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 41 172 | −23,46 | 13 981 | −15,27 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 716 | −2,62 | 922 | 7,84 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 272 | −5,41 | 697 | −9,96 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 937 | −18,98 | 2 016 | −10,28 | ||||
| 2025-08-08 | 13F | Creative Planning | 657 797 | −1,40 | 223 368 | 9,16 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 49 047 | −0,57 | 16 655 | 10,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35 654 | −1,33 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 510 | −16,71 | 513 | −7,73 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 661 216 | −0,76 | 224 529 | 9,86 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 29 522 | −0,01 | 10 025 | 10,69 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1 166 | −16,95 | 396 | −8,14 | ||||
| 2025-08-08 | 13F | Paragon Capital Management LLC | 59 397 | −1,32 | 20 170 | 9,25 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 828 | −54,94 | 1 979 | −50,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 382 | −0,08 | 10 657 | 10,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 83 754 | −0,56 | 28 440 | 10,08 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 292 | −0,91 | 778 | 9,73 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 118 438 | −4,27 | 40 218 | 5,97 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 109 | −1,89 | 2 754 | 8,60 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 76 252 | −1,36 | 25 893 | 9,20 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1 586 642 | −6,32 | 538 776 | 3,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 609 | −68,93 | 3 944 | −65,59 | ||||
| 2025-08-07 | 13F | Nwam Llc | 794 | −2,70 | 277 | 10,40 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331 452 | −0,15 | 112 551 | 10,54 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 774 | −5,13 | 602 | 5,06 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 382 | −5,21 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 445 | −13,76 | 0 | |||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13 162 | −3,61 | 4 469 | 6,71 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 26 406 | −3,47 | 8 967 | 6,87 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1 598 | −1,96 | 543 | 8,62 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 4 730 | −5,96 | 1 606 | 4,15 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 586 642 | −6,32 | 538 776 | 3,71 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 24 702 | −0,92 | 8 388 | 9,69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 753 | −9,63 | 1 274 | 0,08 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21 541 | −3,92 | 7 315 | 1,27 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 327 | −14,62 | 114 | −3,42 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 15 337 | −0,28 | 5 208 | 10,39 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16 108 | −3,82 | 5 470 | 6,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 546 | −70,53 | 2 562 | −67,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215 766 | −5,53 | 73 | 4,29 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1 317 | −4,22 | 457 | 9,88 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1 747 | −0,80 | 593 | 9,81 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 16 307 | −0,45 | 5 537 | 10,21 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 155 920 | −11,58 | 52 946 | −2,12 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 15 028 | −1,48 | 5 103 | 9,09 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 41 036 | −0,13 | 13 935 | 10,55 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 395 | −36,08 | 134 | −29,10 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 18 354 | −0,21 | 6 233 | 10,48 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 2 114 | −1,31 | 718 | 9,30 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 83 454 | −0,04 | 28 354 | 10,81 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 239 | −21,33 | 421 | −13,04 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 092 | −1,55 | 1 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 569 | −33,03 | 1 551 | −25,54 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 138 423 | −2,21 | 47 004 | 8,26 | ||||
| 2025-07-31 | 13F | Daido Life Insurance Co | 146 147 | −59,84 | 50 | −55,86 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1 419 | −1,94 | 482 | 8,58 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 783 | −7,88 | 0 | |||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 1 404 | −5,39 | 477 | 4,62 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 49 809 | −26,42 | 15 278 | −29,94 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 680 | −17,56 | 1 250 | −8,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 167 228 | −0,92 | 57 | 9,80 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 900 | −5,59 | 1 676 | 5,28 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 124 | −0,04 | 2 759 | 10,67 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 247 705 | −0,34 | 84 113 | 10,32 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10 110 | −1,17 | 3 433 | 9,44 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 176 | −63,71 | 60 | −60,14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 924 | −6,71 | 2 012 | 3,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 800 | −99,36 | 272 | −99,30 | |||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 3 255 | −0,43 | 1 105 | 10,28 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 312 | −74,63 | 448 | −69,89 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 838 | −0,20 | 2 662 | 10,46 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 116 441 | −8,03 | 39 540 | 1,81 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 12 789 | −19,06 | 4 343 | −10,40 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1 314 | −33,57 | 446 | −26,40 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 3 806 | −49,16 | 1 | −50,00 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 7 895 | −3,66 | 2 681 | 6,65 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 3 975 | −0,03 | 1 350 | 10,66 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 172 157 | −1,36 | 58 459 | 9,19 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2 427 | −1,38 | 824 | 9,28 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 658 | −88,59 | 563 | −87,37 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 373 | −13,86 | 127 | −4,55 | ||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68 280 | −0,12 | 23 186 | 10,56 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 20 377 | −1,04 | 6 919 | 9,55 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Trust Point Inc. | 56 664 | −6,06 | 19 241 | 3,99 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 87 297 | −0,91 | 29 644 | 9,69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 177 798 | −0,35 | 60 375 | 10,31 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 077 | −1,09 | 2 064 | 9,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 100 | −61,68 | 1 392 | −57,59 | |||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 797 | −1,53 | 610 | 9,12 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2 293 | −5,37 | 779 | 4,71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 553 572 | −2,91 | 187 976 | 7,48 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 841 | −4,54 | 286 | 5,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 9 733 | −4,07 | 3 305 | 6,20 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 2 331 | −26,42 | 792 | −18,54 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 12 502 | −0,97 | 3 835 | −5,71 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 7 289 | −20,57 | 2 475 | −12,05 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 3 939 | −1,25 | 1 338 | 9,32 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Enzi Wealth | 2 757 | −0,18 | 945 | 13,87 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 87 | −22,32 | 29 | −14,71 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 782 | −62,86 | 605 | −58,87 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 224 | −0,33 | 416 | 10,96 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5 409 | −3,67 | 1 837 | 6,62 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 138 988 | −9,96 | 47 195 | −0,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 385 776 | −1,40 | 810 138 | 9,16 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 100 | −50,00 | 32 | −50,77 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 750 | −28,57 | 255 | −21,12 | ||||
| 2025-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 90 | −66,29 | 30 | −61,54 | ||||
| 2025-04-01 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | −34 007 | −11 296 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 17 827 | −1,03 | 6 054 | 9,56 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 14 358 | −0,78 | 4 845 | 9,17 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 3 425 | −0,52 | 1 163 | 10,13 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 981 | −93,49 | 1 | −94,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136 660 | −51,73 | 40 700 | −53,13 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 844 | −0,34 | 1 305 | 10,41 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 236 244 | −0,41 | 80 221 | 10,25 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 3 264 | −7,61 | 1 108 | 2,31 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 632 | −0,48 | 1 913 | 10,20 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 104 677 | −1,43 | 35 545 | 9,12 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 11 165 | −0,28 | 3 791 | 10,40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 415 | −2,62 | 481 | 7,87 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11 843 | −7,06 | 4 022 | 2,89 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 36 741 | −1,47 | 12 476 | 9,08 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 33 857 | −0,63 | 11 497 | 10,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 51 233 | −1,62 | 17 397 | 8,91 | ||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | J.Safra Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Notis-McConarty Edward | 1 850 | −11,90 | 628 | −2,48 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 1 060 | −1,40 | 360 | 9,12 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 684 | −2,02 | 2 270 | 8,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 579 524 | −3,27 | 196 789 | 7,08 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 9 614 | −2,12 | 3 265 | 8,37 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 3 442 | −2,82 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 268 706 | −3,46 | 91 245 | 6,87 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 10 329 | −3,88 | 3 508 | 6,40 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 185 529 | −0,32 | 63 000 | 10,35 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 2 040 | −4,32 | 693 | 5,97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 66 393 | −4,78 | 22 545 | 5,41 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5 427 | −2,37 | 1 843 | 8,04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 105 492 | −0,02 | 35 822 | 10,69 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 109 | −56,92 | 37 | −51,95 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 620 | −17,33 | 211 | −8,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 454 855 | −0,26 | 1 512 735 | 10,42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3 543 | −0,45 | 1 203 | 10,27 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 434 149 | −4,34 | 147 424 | 5,90 | ||||
| 2025-08-26 | NP | MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 646 882 | −47,36 | 219 662 | −41,73 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 137 500 | −57,23 | 46 691 | −52,65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 953 | −28,53 | 7 115 | −20,89 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 29 534 | −51,62 | 10 029 | −46,45 | ||||
| 2025-08-13 | 13F | GQG Partners LLC | 3 556 | −31,62 | 1 208 | −24,33 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 478 858 | −2,78 | 162 606 | 7,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 825 | −2,01 | 16 580 | 8,47 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 4 748 | −12,98 | 1 612 | −3,65 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 925 | −3,75 | 654 | 6,53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 106 381 | −0,58 | 36 124 | 10,06 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29 | −19,44 | 10 | −18,18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 780 576 | −5,33 | 604 630 | 4,80 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1 046 | −0,57 | 355 | 10,25 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 1 256 | −0,24 | 426 | 10,36 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 28 878 | −0,20 | 9 806 | 10,49 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 551 | −0,70 | 527 | 9,81 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 1 995 | −2,40 | 677 | 8,15 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 29 407 | −0,33 | 9 986 | 10,34 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 5 479 | −0,13 | 1 860 | 11,31 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 680 | −0,26 | 910 | 10,44 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 444 | −14,94 | 151 | −6,25 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 6 955 | −94,54 | 2 362 | −93,96 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 7 334 | −3,99 | 2 490 | 6,27 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 23 973 | −1,35 | 8 141 | 9,22 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 450 | −12,23 | 492 | −2,77 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4 366 | −4,44 | 1 482 | 5,78 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 13 055 | −0,22 | 4 550 | 12,82 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 264 479 | −58,35 | 89 809 | −53,89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 525 | −0,94 | 858 | 9,73 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 9 132 | −3,74 | 3 101 | 6,56 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 688 | −4,44 | 234 | 5,91 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 3 267 | −3,91 | 1 109 | 6,43 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 11 641 | −6,89 | 3 953 | 3,08 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 15 661 | −26,04 | 5 318 | −18,12 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 52 017 | −0,09 | 17 664 | 10,61 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 783 548 | −22,48 | 266 070 | −14,18 | ||||
| 2025-05-15 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 506 | −4,93 | 851 | 5,20 | ||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 22 264 | −0,54 | 8 | 16,67 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 763 | −51,36 | 2 297 | −46,15 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 5 370 | −14,69 | 1 823 | −5,54 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3 508 | −8,38 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 1 404 | −9,71 | 477 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 60 841 | −12,14 | 20 660 | −2,74 | ||||
| 2025-04-22 | 13F | Acorn Creek Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 155 130 | −26,74 | 52 677 | −18,90 | ||||
| 2025-08-07 | 13F | Commerce Bank | 201 718 | −0,80 | 68 497 | 9,81 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 1 048 | −1,87 | 356 | 8,56 | ||||
| 2025-08-13 | 13F | Alcosta Capital Management, Inc. | 1 817 | −1,89 | 617 | 8,45 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 6 419 | −22,89 | 2 180 | −14,65 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 4 845 | −0,55 | 1 645 | 10,11 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 174 860 | −18,54 | 59 377 | −9,82 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 2 136 | −2,11 | 725 | 8,37 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 2 141 | −0,83 | 727 | 9,82 | ||||
| 2025-07-16 | 13F | American National Bank | 26 956 | −9,02 | 9 153 | 0,72 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 35 477 | −3,26 | 12 047 | 7,09 | ||||
| 2025-08-13 | 13F | Capital International Investors | 3 542 | −17,57 | 1 195 | −8,78 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 44 321 | −0,43 | 15 050 | 10,23 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 5 648 | −4,34 | 1 918 | 5,85 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 543 | −2,69 | 1 203 | 7,80 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 24 963 | −5,82 | 8 477 | 4,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 1 170 | −0,34 | 397 | 10,28 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6 386 | −0,23 | 2 168 | 10,44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 648 | −8,73 | 229 | 9,09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 282 613 | −3,35 | 95 967 | 6,99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 821 | −10,04 | 958 | −0,42 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 37 | −31,48 | 13 | −25,00 | ||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 2 764 | −18,47 | 939 | −9,72 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 694 | −46,37 | 236 | −40,66 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1 466 | −3,11 | 495 | 7,16 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 795 | −14,24 | 610 | −5,14 | ||||
| 2025-04-21 | 13F | Premier Path Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 76 520 | −1,30 | 25 984 | 9,26 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 63 796 | −0,60 | 21 663 | 10,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 453 121 | −3,73 | 153 872 | 0,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 643 | −2,47 | 897 | 7,94 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10 950 | −5,06 | 3 718 | 5,12 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 957 | −67,31 | 1 344 | −63,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 395 | −29,31 | 1 832 | −21,75 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 138 602 | −0,67 | 42 515 | −5,42 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 558 947 | −3,93 | 189 211 | 6,02 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 866 | −2,58 | 973 | 15,01 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 4 641 | −18,52 | 1 576 | −14,17 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 797 | −3,16 | 5 364 | 7,22 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 28 310 | −2,19 | 9 613 | 8,28 | ||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25 631 | −2,38 | 8 703 | 8,07 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 901 | −10,62 | 306 | −5,86 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 232 | −64,53 | 79 | −61,00 | ||||
| 2025-09-17 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 | 40 104 | −6,62 | 13 931 | 6,46 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 230 | −1,11 | 757 | 9,55 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 9 472 | −4,60 | 3 216 | 5,62 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 628 | −15,25 | 213 | −6,17 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 247 | −3,61 | 2 121 | 6,69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 030 | −0,49 | 689 | 10,24 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 616 | −7,17 | 4 624 | 2,78 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 4 474 | −0,22 | 1 519 | 10,47 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 1 022 | −2,01 | 347 | 8,78 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 718 | −9,97 | 923 | −0,43 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 556 | −4,42 | 528 | 5,81 | ||||
| 2025-06-25 | NP | WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | 1 220 | −27,38 | 372 | −33,51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 120 | −2,44 | 41 | 8,11 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 27 252 | −3,37 | 9 254 | 6,97 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 5 028 | −0,08 | 1 707 | 10,63 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7 292 | −1,02 | 2 476 | 9,61 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 41 281 | −3,73 | 14 018 | 6,57 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 1 346 | −0,30 | 457 | 10,14 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 2 873 | −6,99 | 976 | 2,96 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 471 | −18,23 | 839 | −9,40 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 36 668 | −5,17 | 12 451 | 4,98 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 724 | −5,61 | 246 | 4,26 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 8 841 | −0,35 | 3 002 | 10,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 7 784 | −2,42 | 2 643 | 8,05 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 932 | −15,73 | 316 | −6,78 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 750 | −1,32 | 255 | 9,01 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 7 669 | −33,49 | 2 604 | −26,38 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 206 774 | −0,42 | 70 214 | 10,24 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 33 275 | −2,07 | 11 299 | 8,40 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 107 132 | −0,78 | 36 379 | 9,84 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 913 | −0,82 | 989 | 9,89 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 7 852 | −0,33 | 2 666 | 10,35 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 766 | −4,95 | 600 | 5,27 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 356 | −16,37 | 3 177 | −7,40 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 7 098 | −5,36 | 2 410 | 4,78 | ||||
| 2025-04-22 | 13F | Antonelli Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 787 | −3,91 | 267 | 6,37 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 728 850 | −3,89 | 247 496 | 6,40 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 11 237 | −1,19 | 3 816 | 9,38 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 402 | −1,17 | 2 174 | 9,36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 754 | −11,37 | 596 | −1,98 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 7 956 | −0,30 | 2 701 | 10,38 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 890 | −1,68 | 5 701 | 8,84 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 945 | −0,22 | 9 490 | 10,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 421 | −1,92 | 1 841 | 8,55 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 748 | −10,95 | 254 | −1,56 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 25 078 | −0,21 | 8 516 | 10,47 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 845 | −0,12 | 287 | 10,42 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 30 467 | −66,30 | 90 | −99,68 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 600 | −86,96 | 202 | −85,60 | |||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 177 419 | −1,55 | 60 246 | 8,98 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 759 | −1,30 | 265 | 12,77 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 1 300 | −13,33 | 439 | −4,16 | |||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 914 | −3,37 | 2 688 | 6,97 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 16 361 | −0,14 | 5 556 | 10,55 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 89 455 | −1,17 | 30 376 | 9,41 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 5 143 | −1,83 | 1 746 | 8,72 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 1 102 | −7,71 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 061 | −0,26 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | W Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 19 924 | −0,89 | 6 766 | 9,71 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 1 542 | −4,70 | 524 | 5,44 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9 541 | −4,91 | 3 240 | 5,26 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 7 494 | −0,46 | 2 545 | 10,18 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 1 074 | −1,92 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 39 724 | −3,63 | 13 489 | 6,69 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Everhart Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4 299 | −3,22 | 1 460 | 7,12 | ||||
| 2025-05-14 | 13F | CWS Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 566 | −0,27 | 871 | 10,39 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1 036 | −0,38 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 1 618 | −19,74 | 549 | −11,17 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 827 | −38,79 | 0 | |||||
| 2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 14 660 | −0,35 | 4 978 | 10,33 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 14 136 | −17,60 | 5 | −20,00 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 7 937 | −3,93 | 2 695 | 6,35 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 101 | −0,81 | 374 | 9,71 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 53 663 | −0,64 | 18 222 | 10,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 254 | −8,30 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 032 | −3,51 | 683 | 5,89 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 10 825 | −4,11 | 3 676 | 6,15 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 54 089 | −16,66 | 18 367 | −7,74 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 195 514 | −1,76 | 66 391 | 8,76 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 483 | −0,76 | 843 | 9,91 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 173 874 | −1,00 | 398 611 | 9,59 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 11 093 | −16,50 | 3 767 | −7,58 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 1 788 | −2,88 | 607 | 7,62 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 084 | −7,00 | 1 047 | 2,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 617 | −51,19 | 209 | −47,49 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 221 192 | −1,70 | 75 110 | 8,82 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 7 719 | −2,09 | 2 621 | 8,40 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 71 | −88,75 | 24 | −87,56 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 3 270 | −9,37 | 1 110 | 0,36 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 121 | −64,25 | 1 060 | −60,46 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 546 | −25,58 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11 420 | −5,34 | 3 878 | 4,78 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 18 370 | −0,39 | 5 953 | 11,75 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 360 044 | −4,17 | 122 260 | 6,09 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 903 | −8,88 | 307 | 0,99 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 115 | −2,37 | 1 397 | 8,13 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 10 733 | −1,37 | 3 645 | 9,20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 390 | −15,81 | 472 | −6,92 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 12 035 | −9,44 | 4 087 | 0,25 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 313 | −0,03 | 1 125 | 10,63 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 368 232 | −1,77 | 125 040 | 22,48 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 248 | −2,09 | 2 461 | 8,41 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 1 547 | −1,96 | 525 | 8,47 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 952 | −6,17 | 1 003 | 12,58 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 165 020 | −0,13 | 395 407 | 10,51 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 302 | −48,90 | 442 | −43,41 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 1 516 | −2,63 | 515 | 7,76 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 117 260 | −2,01 | 39 818 | 8,48 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 9 473 | −0,19 | 3 217 | 10,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144 119 | −1,02 | 48 938 | 9,57 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 4 537 | −0,55 | 1 541 | 10,08 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 385 000 | −59,43 | 130 734 | −55,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 335 | −14,86 | 453 | −5,62 | ||||
| 2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 100 930 | −2,59 | 34 273 | 7,83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 456 | −7,39 | 834 | 2,46 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 182 | −7,61 | 62 | 1,67 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 5 584 | −10,18 | 1 896 | −0,58 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 24 548 | −1,13 | 8 336 | 9,44 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 39 535 | −4,46 | 13 425 | 5,77 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 876 | −14,03 | 297 | −4,81 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 13 830 | −0,52 | 4 696 | 10,13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 85 227 | −0,79 | 28 941 | 9,83 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 2 195 | −0,23 | 746 | 10,53 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 7 144 | −0,54 | 2 426 | 10,08 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 060 | −1,48 | 1 379 | 9,02 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 071 | −2,69 | 4 439 | 7,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 647 | −4,99 | 198 | −1,98 | ||||
| 2025-05-15 | 13F | LMR Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 4 748 | −4,43 | 1 612 | 5,84 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 528 | −1,16 | 1 538 | 9,40 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 80 082 | −0,62 | 27 | 12,50 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 1 078 | −5,36 | 366 | 4,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 875 | −13,43 | 647 | 1,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 47 050 | −61,07 | 16 | −59,46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 902 | −5,79 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 229 | −18,56 | 417 | −9,74 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 15 461 | −0,40 | 5 250 | 10,27 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 1 673 | −0,71 | 568 | 10,08 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 9 172 | −7,56 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1 253 | −20,49 | 426 | −12,01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 213 047 | −1,05 | 72 344 | 9,54 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 860 | −0,96 | 632 | 9,55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 84 086 | −2,77 | 28 553 | 7,64 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1 647 | −0,30 | 559 | 10,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 173 | −8,14 | 1 078 | 1,70 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 7 331 | −0,56 | 2 489 | 10,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 811 | −0,97 | 4 690 | 9,63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 28 125 | −1,14 | 9 550 | 9,44 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 657 217 | −31,09 | 562 741 | −23,71 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54 876 | −6,76 | 18 634 | 3,22 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 60 643 | −0,11 | 20 593 | 10,58 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 1 970 | −56,76 | 669 | −52,18 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 65 316 | −0,02 | 22 179 | 10,68 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 319 | −0,51 | 2 823 | 17,33 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 725 | −17,14 | 246 | −8,21 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 759 | −1,84 | 597 | 8,74 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4 317 | −0,25 | 1 466 | 10,40 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Allstate Corp | 40 621 | −88,14 | 13 794 | −86,88 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 942 | −0,63 | 320 | 10,00 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 489 | −8,11 | 1 185 | 1,72 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 246 | −4,13 | 4 498 | 6,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 415 | −0,98 | 480 | 9,59 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2 407 | −3,02 | 817 | 7,36 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 2 631 | −34,88 | 807 | −17,99 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 11 817 | −0,41 | 4 013 | 10,25 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 170 | −2,85 | 1 076 | 7,60 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 611 | −4,28 | 547 | 6,01 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 12 515 | −0,43 | 4 250 | 10,22 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 124 251 | −0,38 | 42 192 | 10,28 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 765 | −11,05 | 260 | −1,52 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 95 291 | −13,66 | 32 358 | −4,42 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 7 527 | −4,20 | 2 556 | 6,02 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 30 050 | −1,31 | 10 204 | 9,25 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 169 477 | −3,65 | 57 549 | 6,66 | ||||
| 2025-04-22 | 13F | Childress Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 10 743 | −1,20 | 3 648 | 9,39 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 215 316 | −3,64 | 73 115 | 6,67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 682 | −38,67 | 232 | −32,06 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2 372 | −62,72 | 806 | −58,74 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 387 523 | −0,10 | 131 591 | 10,59 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 11 980 | −5,89 | 4 085 | 8,79 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 23 609 | −2,51 | 8 017 | 7,92 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 844 | −4,72 | 3 003 | 5,48 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 34 706 | −4,21 | 11 785 | 6,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 515 | −1,62 | 488 | 3,39 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 29 595 | −0,18 | 10 050 | 10,50 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 715 | −5,25 | 582 | 4,86 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2 610 | −1,17 | 886 | 9,38 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 27 619 | −0,95 | 9 378 | 9,65 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 542 | −0,59 | 8 755 | −5,34 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 15 524 | −5,73 | 5 271 | 4,36 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 208 336 | −5,17 | 70 745 | 4,98 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 11 307 | −0,68 | 3 840 | 9,94 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23 430 | −10,43 | 7 956 | −0,84 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 247 | −2,35 | 423 | 8,18 |
