Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12 177 | −6,47 | 1 689 | 10,40 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 576 | −2,63 | 2 160 | 14,95 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 2 872 | −1,85 | 398 | 16,03 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 050 | −31,43 | 2 503 | −19,05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 562 | −3,88 | 1 187 | 13,48 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 121 192 | −1,19 | 16 807 | 16,63 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7 639 | −20,24 | 1 059 | −5,87 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 23 339 | −12,36 | 3 237 | 3,45 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 769 | −9,24 | 245 | 7,46 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 265 | −32,78 | 453 | −20,70 | ||||
| 2025-05-05 | 13F | Auxano Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 1 514 | −65,25 | 210 | −59,10 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2 700 | −57,14 | 374 | −49,46 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 511 | −61,52 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7 206 | −24,51 | 999 | −10,88 | ||||
| 2025-05-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 137 | −18,76 | 721 | −2,96 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 629 | −0,73 | 919 | 17,22 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 5 567 | −0,13 | 772 | 18,04 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 448 | −6,85 | 339 | 10,06 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 763 | −24,00 | 661 | −10,33 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 301 | −9,44 | 388 | −16,23 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 26 171 | −2,48 | 3 629 | 15,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 68 583 | −2,75 | 10 | 12,50 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 7 156 | −1,28 | 992 | 16,57 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 159 | −4,41 | 577 | 12,72 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 822 | −0,01 | 1 085 | 17,95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 49 956 | −3,01 | 6 928 | 14,48 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 7 773 | −0,09 | 1 078 | 17,83 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 6 110 | −4,16 | 847 | 13,24 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 881 | −1,27 | 538 | 16,70 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 5 187 | −0,50 | 719 | 17,48 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8 861 | −0,39 | 1 236 | 18,28 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 015 | −14,35 | 141 | 0,72 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 7 066 | −3,86 | 980 | 13,44 | ||||
| 2025-05-06 | 13F | Jackson, Grant Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 1 486 571 | −13,50 | 206 158 | 2,10 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 67 200 | −0,18 | 9 319 | 17,83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 40 538 | −4,42 | 5 622 | 12,80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134 293 | −1,56 | 18 627 | 16,21 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 000 | −11,11 | 277 | 4,92 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 30 148 | −2,41 | 3 542 | −9,53 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13 286 | −3,61 | 1 561 | 8,41 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 16 226 | −1,46 | 2 250 | 16,34 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 1 678 | −6,78 | 233 | 9,95 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 798 | −0,46 | 388 | 17,58 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 635 | −15,17 | 1 891 | 0,11 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 633 203 | −5,04 | 87 813 | 12,09 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41 319 | −7,45 | 5 730 | 9,25 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 47 784 | −4,45 | 6 627 | 12,78 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 883 | −30,09 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 158 897 | −50,01 | 22 064 | −40,92 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 869 | −65,49 | 1 095 | −59,11 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 43 056 | −1,03 | 5 971 | 16,83 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 12 473 | −1,82 | 1 730 | 15,88 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 082 | −41,20 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 3 080 | −6,15 | 427 | 10,91 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 98 | −24,62 | 12 | −31,25 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 15 478 | −6,28 | 2 147 | 10,62 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2 110 082 | −0,26 | 292 626 | 17,73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 14 191 | −9,08 | 1 968 | 7,36 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 190 308 | −1,33 | 26 392 | 16,47 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 625 157 | −21,75 | 918 777 | −7,64 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 119 265 | −0,38 | 16 540 | 17,58 | ||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class | 84 882 | −62,83 | 10 295 | −70,72 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 6 309 | −7,34 | 875 | 9,39 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 5 978 | −13,02 | 829 | 2,73 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5 545 | −0,84 | 772 | 10,30 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 4 470 | −4,41 | 1 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 523 | −16,24 | 489 | −1,21 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 800 | −2,04 | 666 | 15,65 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 200 | −16,67 | 28 | −10,00 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 25 645 | −5,06 | 3 556 | 12,07 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 150 | −85,83 | 298 | −83,29 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 27 493 | −1,31 | 3 813 | 16,47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 464 458 | −7,53 | 341 771 | 9,14 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 261 079 | −7,16 | 30 674 | −13,94 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 13 525 | −48,28 | 1 876 | −38,96 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 9 276 | −24,05 | 1 286 | −10,32 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 51 360 | −1,26 | 7 123 | 16,54 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3 100 | −2,21 | 430 | 15,32 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 247 310 | −19,41 | 34 297 | −4,88 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 025 | −2,78 | 288 | 23,08 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 12 184 | −0,51 | 1 690 | 17,45 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 921 | −2,41 | 405 | 15,38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 556 | −4,25 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4 640 | −7,55 | 643 | 9,17 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 83 356 | −2,77 | 11 560 | 14,76 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 137 | −0,02 | 851 | 18,03 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 20 165 | −0,56 | 2 796 | 17,38 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 969 | −10,11 | 134 | 6,35 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 140 062 | −16,49 | 19 424 | −1,44 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 21 090 | −7,93 | 2 925 | 8,66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 168 105 | −0,80 | 161 993 | 17,09 | ||||
| 2025-05-29 | NP | JACFX - John Hancock Mid Cap Growth Fund Class NAV | 225 382 | −11,87 | 26 480 | −11,72 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 53 256 | −1,54 | 7 386 | 16,23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 141 784 | −48,59 | 19 665 | −39,32 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 23 410 | −0,51 | 3 247 | 17,44 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | −3 100 | 106,67 | −430 | 143,75 | |||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 168 860 | −0,96 | 23 | 15,00 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 1 616 | −49,26 | 224 | −40,11 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 071 | −1,24 | 981 | 16,53 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11 373 | −3,91 | 1 577 | 13,45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29 371 | −2,30 | 4 074 | 15,32 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 32 582 | −0,40 | 4 518 | 17,56 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 741 | −13,85 | 241 | 1,69 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6 101 | −24,76 | 849 | −5,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 416 | −34,31 | 1 861 | −22,47 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 20 139 | −2,12 | 2 793 | 15,52 | ||||
| 2025-05-29 | NP | Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 119 818 | −8,15 | 16 616 | 8,42 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 4 043 | −9,96 | 561 | 6,26 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 247 849 | −55,30 | 34 372 | −47,23 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 18 140 | −2,43 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 003 | −20,26 | 416 | −5,88 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 723 | −50,16 | 1 626 | −41,19 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 1 809 | −39,19 | 251 | −28,37 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 103 956 | −69,77 | 14 417 | −64,32 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 1 916 | −0,05 | 266 | 17,78 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1 636 | −59,70 | 227 | −52,62 | ||||
| 2025-04-30 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 600 | −13,91 | 361 | 1,69 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 029 | −47,45 | 281 | −37,97 | ||||
| 2025-07-29 | NP | MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | 5 129 | −77,45 | 682 | −76,41 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 108 | −62,63 | 15 | −57,58 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 131 203 | −2,28 | 18 195 | 15,34 | ||||
| 2025-04-17 | 13F | Stillwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 274 988 | −2,69 | 38 135 | 14,86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 608 | −15,08 | 3 551 | 0,25 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 32 272 | −0,23 | 4 475 | 9,41 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5 283 | −6,63 | 733 | 10,24 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 77 | −97,34 | 11 | −97,06 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 38 125 | −5,32 | 5 287 | 11,78 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 091 | −81,52 | 429 | −73,27 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 2 250 | −67,86 | 312 | −62,17 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Fred Alger Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 338 | −16,13 | 47 | −2,13 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 918 | −42,84 | 543 | −32,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 058 | −2,93 | 1 769 | −10,02 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 26 916 | −39,51 | 4 | −40,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 768 | −12,53 | 106 | 2,91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 25 440 | −4,05 | 3 528 | 13,26 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10 035 | −1,06 | 1 392 | 16,79 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23 314 | −6,86 | 3 233 | 9,97 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 169 | −0,58 | 717 | 17,38 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 919 | −4,37 | 127 | 13,39 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 40 291 | −11,07 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 268 | −33,43 | 315 | −21,50 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Geneva Capital Management Llc | 11 873 | −38,72 | 1 647 | −27,68 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 508 | −26,60 | 486 | −13,37 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4 449 | −53,43 | 613 | −45,45 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 002 | −0,55 | 278 | 17,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 213 419 | −4,80 | 29 597 | 12,37 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 1 685 | −13,81 | 234 | 1,74 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 549 | −16,46 | 631 | −1,41 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 1 704 | −4,32 | 236 | 12,92 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 183 | −63,46 | 441 | −56,89 | ||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 419 450 | −0,09 | 58 169 | 17,93 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 110 121 | −1,15 | 15 272 | 16,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 801 901 | −15,48 | 111 208 | −0,24 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 52 880 | −0,13 | 7 333 | 17,87 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 9 437 | −57,54 | 1 309 | −49,90 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 33 708 | −0,14 | 4 675 | 17,88 | ||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 39 635 | −3,93 | 5 497 | 13,39 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 477 | −48,76 | 66 | −39,45 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 38 324 | −12,36 | 5 315 | 3,45 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 126 | −95,28 | 1 437 | −92,89 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 1 722 755 | −2,88 | 238 912 | 14,63 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 851 | −8,21 | 1 643 | 8,38 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 10 857 | −0,89 | 1 506 | 16,94 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 468 | −14,37 | 481 | 1,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26 123 | −3,23 | 3 623 | 14,22 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 371 | −18,69 | 3 041 | −3,67 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 25 169 | −0,89 | 3 490 | 17,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 863 | −84,13 | 397 | −81,27 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7 847 | −4,67 | 1 088 | 12,51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 258 | −5,05 | 313 | 12,19 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 30 790 | −0,94 | 4 270 | 16,93 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 076 | −3,06 | 149 | 14,62 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 053 | −4,02 | 285 | 13,15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 835 | −8,02 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5 401 | −7,22 | 749 | 9,66 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5 409 | −12,01 | 750 | 3,88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 78 539 | −0,09 | 10 892 | 17,92 | ||||
| 2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 19 696 | −0,01 | 2 731 | 18,02 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 36 265 | −3,20 | 5 029 | 14,27 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9 714 | −0,66 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 43 037 | −2,53 | 5 968 | 15,06 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 28 369 | −0,51 | 3 934 | 17,43 | ||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 18 501 | −13,62 | 2 566 | 1,95 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 110 183 | −1,55 | 15 280 | 16,22 | ||||
| 2025-07-29 | 13F | William Blair Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11 782 | −15,10 | 1 634 | 0,18 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 355 | −11,38 | 1 991 | 4,57 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 93 028 | −0,77 | 12 901 | 17,13 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 13 125 | −26,70 | 1 820 | −13,46 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 893 | −0,08 | 5 116 | 17,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 59 712 | −5,23 | 8 281 | 11,86 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 48 940 | −22,48 | 6 787 | −8,51 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 16 434 | −14,24 | 2 279 | −1,94 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6 508 | −0,79 | 903 | 17,14 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 141 | −70,75 | 19 | −66,07 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 156 999 | −31,77 | 22 | −22,22 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 771 | −7,81 | 246 | 8,89 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 38 709 | −4,30 | 5 368 | 12,96 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 5 200 | −3,36 | 721 | 14,08 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 21 406 | −11,89 | 2 969 | 3,99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 494 | −4,26 | 69 | 13,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 604 455 | −12,51 | 222 506 | 3,26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16 896 | −0,25 | 2 343 | 17,74 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 4 986 | −0,28 | 691 | 17,72 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1 943 | −81,48 | 269 | −78,17 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 22 748 | −3,19 | 3 155 | 14,28 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 89 683 | −8,83 | 12 437 | 7,61 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 8 592 | −1,56 | 1 192 | 16,20 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 11 095 | −6,54 | 1 539 | 10,33 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 131 | −9,59 | 434 | 6,90 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 407 | −44,46 | 472 | −34,44 | ||||
| 2025-04-29 | 13F | Morris Financial Concepts, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 571 | −3,71 | 79 | 14,49 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 90 526 | −1,40 | 12 554 | 16,39 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 204 | −27,22 | 2 525 | −20,38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 540 797 | −9,05 | 352 266 | 7,33 | ||||
| 2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 35 206 | −19,34 | 4 882 | −4,80 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 318 390 | −3,04 | 44 154 | 14,45 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 105 151 | −1,80 | 14 582 | 15,91 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 5 271 | −4,94 | 731 | 12,14 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 48 721 | −6,52 | 6 757 | 10,34 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class | 5 348 | −9,84 | 742 | 6,47 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 3 081 | −2,81 | 427 | 14,78 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 9 769 | −0,51 | 1 355 | 17,43 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 36 742 | −13,17 | 5 095 | 2,49 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Css Llc/il | Put | 62 100 | −0,16 | 8 612 | 17,86 | |||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 65 754 | −7,05 | 9 119 | 9,71 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 29 541 | −1,58 | 4 097 | 16,17 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 23 388 | −4,66 | 3 243 | 12,53 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 914 | −4,29 | 126 | 12,50 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 3 644 | −90,70 | 505 | −89,02 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 5 088 | −17,20 | 706 | −2,22 | ||||
| 2025-04-29 | 13F | Calamos Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 6 074 | −4,86 | 842 | 12,27 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 32 933 | −47,64 | 4 567 | −42,70 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9 874 | −0,79 | 1 369 | 16,12 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 155 540 | −52,06 | 21 570 | −43,42 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24 365 | −18,56 | 3 379 | −3,87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 26 044 | −14,54 | 3 612 | 0,87 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 140 | −5,89 | 1 545 | 11,08 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 635 | −18,58 | 231 | −1,70 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 5 820 | −1,29 | 807 | 16,62 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 3 153 | −1,25 | 437 | 16,53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 938 | −0,45 | 1 656 | 17,54 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 10 985 | −4,42 | 1 523 | 4,60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 675 | −11,53 | 94 | 4,49 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12 420 | −22,06 | 1 722 | −8,01 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 6 647 | −13,43 | 922 | 2,11 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 61 082 | −1,60 | 8 471 | 30,79 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 9 808 | −7,68 | 1 360 | 8,97 | ||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 59 369 | −0,75 | 8 233 | 17,16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 11 911 | −13,64 | 1 652 | 1,91 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 56 835 | −23,29 | 7 882 | −9,47 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 33 660 | −0,57 | 4 668 | 17,35 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 407 911 | −3,15 | 56 569 | 14,32 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 33 085 | −1,83 | 4 588 | 15,89 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 524 | −15,76 | 73 | −1,37 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 894 | −6,74 | 401 | 10,16 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 47 881 | −14,41 | 6 640 | 1,03 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 272 | −3,52 | 315 | 14,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58 775 | −0,83 | 8 151 | 17,05 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 15 922 | −7,71 | 2 208 | 8,98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 879 | −10,82 | 261 | 5,26 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 552 | −1,26 | 3 530 | 16,55 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 11 106 | −9,81 | 1 540 | 6,50 | ||||
| 2025-08-12 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 3 053 | −2,71 | 423 | 14,95 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1 200 | −14,29 | 166 | 1,22 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7 197 | −0,99 | 998 | 11,63 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 3 082 | −3,78 | 427 | 13,56 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 15 646 | −0,17 | 2 170 | 17,82 | ||||
| 2025-07-24 | 13F | Conning Inc. | 48 426 | −24,02 | 6 716 | −10,32 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 496 003 | −1,60 | 68 786 | 16,15 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 376 | −3,79 | 468 | 13,59 | ||||
| 2025-05-29 | NP | JAEVX - Mid Cap Stock Trust NAV | 104 353 | −15,78 | 12 260 | −15,64 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 125 | −2,12 | 710 | 15,26 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 143 605 | −0,81 | 19 915 | 17,09 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 632 | −0,41 | 504 | 17,52 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 936 | −4,40 | 267 | 11,25 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 655 | −2,08 | 784 | 15,63 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 16 319 | −0,71 | 2 263 | 17,25 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 272 482 | −2,43 | 37 788 | 15,17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 368 | −1,87 | 51 | 13,64 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 50 635 | −2,70 | 7 022 | 14,85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 580 | −10,48 | 219 | 5,80 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 394 | −16,70 | 55 | −1,82 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 348 373 | −3,51 | 48 312 | 13,89 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 16 700 | −14,36 | 2 316 | 1,05 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 141 | −14,69 | 990 | 0,71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 10 808 | −18,79 | 1 499 | −4,16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1 675 | −28,20 | 232 | −15,33 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 334 003 | −14,93 | 46 320 | 14,92 | ||||
| 2025-05-15 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 392 268 | −8,46 | 54 400 | 8,05 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 409 | −1,89 | 750 | 15,92 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 23 819 | −0,10 | 3 303 | 17,92 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 585 | −92,56 | 220 | −91,25 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 21 088 | −3,94 | 2 925 | 13,38 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 10 315 | −1,12 | 1 430 | 16,73 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 98 403 | −1,08 | 13 647 | 16,76 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 2 800 | −2,44 | 388 | 15,13 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 404 889 | −3,67 | 56 150 | 13,70 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 258 | −0,27 | 729 | 17,77 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 450 | −3,09 | 340 | 14,14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 462 | −2,33 | 64 | 14,55 | ||||
| 2025-04-28 | 13F | Bellevue Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 512 | −4,27 | 1 597 | 13,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 106 | −26,18 | 985 | −16,95 | ||||
| 2025-05-15 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 55 091 | −1,08 | 7 640 | 16,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 431 338 | −1,86 | 59 818 | 15,83 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 1 857 | −2,57 | 258 | 15,25 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 5 952 | −2,33 | 825 | 15,38 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 15 273 | −4,09 | 2 118 | 13,26 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 642 | −2,96 | 228 | 14,65 | ||||
| 2025-04-28 | 13F | TCP Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 475 | −15,18 | 66 | 0,00 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 48 175 | −4,37 | 6 629 | 12,01 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 3 909 | −2,23 | 555 | 9,68 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 165 | −25,48 | 439 | −12,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 695 | −8,61 | 512 | 7,79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 669 575 | −17,54 | 92 857 | −2,67 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I | 28 601 | −60,55 | 3 966 | −53,44 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 7 857 | −2,83 | 1 090 | 14,63 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 3 503 | −76,54 | 486 | −72,35 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 176 897 | −1,80 | 24 532 | 15,91 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 676 | −0,41 | 371 | 17,78 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 1 899 | −0,37 | 263 | 17,94 | ||||
| 2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 589 | −27,08 | 636 | −13,94 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 2 976 | −13,99 | 413 | 1,48 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 215 586 | −19,94 | 29 897 | −5,50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 651 452 | −7,33 | 90 343 | 23,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 85 930 | −4,59 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 282 810 | −0,15 | 39 220 | 17,86 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 646 | −0,06 | 922 | 17,93 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 10 270 | −0,27 | 1 424 | 17,78 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 088 | −12,42 | 428 | 3,38 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10 047 | −18,56 | 1 393 | −3,86 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 123 567 | −14,67 | 17 136 | 0,73 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 132 | −74,23 | 157 | −69,77 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 4 163 | −6,81 | 577 | 10,11 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 10 282 | −0,40 | 1 426 | 17,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35 029 | −1,33 | 4 858 | 16,47 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 586 | −13,55 | 913 | 2,01 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 321 | −6,64 | 183 | 10,24 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 100 797 | −1,41 | 13 979 | 16,37 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 32 231 | −2,62 | 4 470 | 14,94 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 151 473 | −68,41 | 21 006 | −62,72 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1 490 | −9,42 | 207 | 6,74 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21 | −50,00 | 3 | −50,00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 67 553 | −1,42 | 9 368 | 16,36 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5 278 | −1,18 | 732 | 16,59 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 53 248 | −71,45 | 7 384 | −66,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 679 533 | −46,09 | 94 238 | −36,36 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 7 046 | −4,40 | 977 | 12,95 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 44 422 | −1,09 | 6 160 | 16,76 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 6 613 | −2,51 | 917 | 15,20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 2 542 | −12,10 | 352 | 3,83 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 37 992 | −23,99 | 5 267 | −10,29 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 21 759 | −3,81 | 3 017 | 13,55 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10 014 | −0,77 | 1 389 | 17,13 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 36 826 | −0,39 | 5 107 | 17,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 160 241 | −2,58 | 22 222 | 14,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 165 701 | −7,77 | 22 979 | 8,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 27 400 | −6,16 | 3 800 | 10,76 | |||
| 2025-04-25 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 460 | −73,37 | 2 976 | −68,56 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12 850 | −4,31 | 1 782 | 13,00 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 134 | −1,48 | 435 | 16,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 092 | −2,58 | 3 064 | 14,98 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 731 | −42,28 | 240 | −31,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 300 | −33,85 | 596 | −21,89 | |||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 82 599 | −37,35 | 11 455 | −26,06 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3 840 | −13,42 | 533 | 2,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 426 | −0,68 | 891 | 17,24 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5 174 | −35,12 | 608 | −39,90 | ||||
| 2025-06-23 | NP | PPQMX - MidCap Growth Fund III R-3 | 5 000 | −34,21 | 606 | −40,76 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 78 063 | −12,40 | 10 826 | 3,39 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 11 755 | −8,87 | 1 630 | 7,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 58 663 | −13,09 | 8 135 | 2,59 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 211 556 | −1,80 | 29 339 | 15,91 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3 456 | −89,08 | 476 | −87,33 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 2 263 | −11,88 | 314 | 3,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 631 | −0,43 | 1 058 | 17,56 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 436 | −21,35 | 893 | −7,18 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 105 | −34,78 | 12 | −40,00 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 9 104 | −0,81 | 1 263 | 25,07 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 13 654 | −0,66 | 1 894 | 17,29 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 206 230 | −5,14 | 28 600 | 11,97 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 64 193 | −0,99 | 8 902 | 16,87 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 523 294 | −9,98 | 72 570 | 6,26 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 797 | −22,40 | 111 | −8,33 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 31 757 | −25,21 | 4 404 | −2,24 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 7 186 | −0,50 | 997 | 17,45 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 11 456 | −4,74 | 1 589 | 12,46 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 726 | −0,69 | 378 | 17,39 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 2 866 | −0,03 | 397 | 18,15 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 496 | −0,87 | 346 | 17,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 198 690 | −37,19 | 27 554 | −25,87 | ||||
| 2025-07-28 | NP | NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 8 915 | −0,75 | 1 236 | 17,16 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 54 993 | −10,29 | 7 626 | 5,92 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 054 | −2,43 | 424 | 15,26 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3 500 | −2,07 | 485 | 15,75 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 571 | −3,67 | 1 605 | 13,68 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11 654 | −0,84 | 1 616 | 17,10 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 752 | −5,69 | 798 | 11,31 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 7 864 | −6,47 | 1 091 | 10,44 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 150 | −99,89 | 21 | −99,87 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 146 | −28,64 | 159 | −15,96 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8 934 | −9,64 | 1 239 | 6,63 |
