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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 20 720 | −0,38 | 1 906 | 7,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 312 578 | −0,71 | 28 748 | 7,35 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 19 195 | −14,25 | 1 765 | −7,30 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 369 | −2,75 | 2 609 | 5,16 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13 404 | −4,28 | 1 233 | 3,44 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 7 817 | −1,45 | 719 | 6,53 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8 123 | −10,95 | 747 | −3,61 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 5 139 | −4,28 | 473 | 3,51 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2 824 | −1,19 | 260 | 6,58 | ||||
| 2025-07-07 | 13F | Trust Co | 4 171 | −17,42 | 384 | −10,72 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 98 161 | −17,01 | 9 028 | −10,28 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 56 152 | −2,51 | 5 164 | 5,41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 840 | −1,24 | 1 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 60 349 | −14,48 | 5 550 | −7,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 219 159 | −11,24 | 20 156 | −4,03 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 7 194 | −49,59 | 662 | −45,51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 14 570 | −1,79 | 1 239 | −5,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 828 507 | −1,03 | 77 648 | 9,04 | ||||
| 2025-04-30 | 13F | Vestia Personal Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 20 299 | −0,32 | 1 867 | 7,79 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 4 209 | −3,79 | 387 | 4,03 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 226 917 | −1,13 | 20 870 | 6,89 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 576 | −10,31 | 513 | −3,03 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 10 806 | −0,18 | 994 | 7,93 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3 776 | −8,04 | 347 | −0,57 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 5 700 | −2,86 | 524 | 5,01 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 659 | −43,14 | 61 | −38,78 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 24 | −4,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 3 485 | −5,30 | 321 | 2,24 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8 071 | −0,96 | 742 | 7,07 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 042 814 | −1,44 | 96 | 5,56 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 70 446 | −0,05 | 6 479 | 8,06 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 931 | −22,09 | 86 | −15,84 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 6 376 | −67,01 | 586 | −64,36 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 161 855 | −21,20 | 14 887 | −14,81 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 80 730 | −5,82 | 7 425 | 1,82 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 18 494 | −4,64 | 1 701 | 3,09 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 14 | −96,09 | 1 | −96,67 | ||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 29 369 | −4,04 | 2 701 | 3,76 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 117 | −25,48 | 11 | −23,08 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 698 | −7,52 | 984 | −0,10 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 9 276 | −19,08 | 853 | −12,51 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 732 758 | −5,42 | 67 392 | 2,25 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 938 960 | −0,32 | 86 356 | 7,77 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 826 | −12,70 | 260 | −5,82 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 379 735 | −4,25 | 34 924 | 3,52 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 3 157 | −2,71 | 300 | 7,94 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 59 916 | −1,05 | 5 510 | 6,97 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15 999 | −24,67 | 1 471 | −18,55 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 510 | −7,80 | 875 | −0,34 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 5 412 | −11,70 | 498 | −4,61 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 256 | −18,42 | 1 035 | −11,76 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 4 200 | −46,84 | 386 | −42,56 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 26 939 | −2,11 | 2 478 | 5,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 198 673 | −2,89 | 18 272 | 4,99 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 44 780 | −8,09 | 4 118 | −0,63 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 42 410 | −1,17 | 3 900 | 6,85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 104 995 | −0,61 | 101 627 | 7,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 467 | −4,32 | 1 974 | 3,46 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13 122 | −19,31 | 1 116 | −11,71 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 60 858 | −2,53 | 5 597 | 5,39 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 8 845 | −18,46 | 813 | −11,82 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 32 195 | −0,01 | 2 961 | 8,11 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 393 | −7,75 | 36 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 3 932 | −9,65 | 334 | −13,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 422 089 | −52,28 | 38 828 | −48,39 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 31 165 | −0,03 | 2 866 | 8,07 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 22 851 | −3,72 | 2 102 | 4,06 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12 640 | −1,85 | 1 192 | 8,86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 137 031 | −3,79 | 12 603 | 4,01 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 732 758 | −5,42 | 67 392 | 2,25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 161 228 | −0,20 | 15 033 | 11,60 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 4 | −85,71 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 273 | −7,05 | 1 405 | 0,50 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 16 | −36,00 | 1 | −50,00 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 12 010 | −0,25 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 19 517 | −0,53 | 1 795 | 7,49 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 134 | −17,82 | 1 668 | −11,19 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 2 750 | −3,51 | 253 | 4,13 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 6 897 | −0,62 | 634 | 7,46 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 58 600 | −5,11 | 5 389 | 2,59 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 643 054 | −3,24 | 151 112 | 4,61 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Campbell Newman Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | FF Advisors,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 177 | −4,70 | 752 | 3,16 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 208 791 | −2,65 | 19 202 | 5,25 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 81 795 | −1,41 | 7 523 | 6,59 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 3 350 | −1,03 | 308 | 7,32 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 2 505 | −31,54 | 230 | −26,05 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 18 004 | −2,59 | 1 656 | 5,28 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 664 | −66,02 | 61 | −63,25 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20 231 | −2,93 | 1 861 | 4,97 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 72 475 | −1,56 | 6 666 | 6,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 963 696 | −12,75 | 89 | −5,38 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 53 896 | −0,81 | 5 | 0,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 700 | −67,92 | 156 | −65,33 | |||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 762 | −2,17 | 530 | 5,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 60 814 837 | −2,63 | 5 593 141 | 5,27 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 14 463 | −0,41 | 1 330 | 7,69 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 54 197 | −2,19 | 4 611 | −5,88 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 913 | −4,41 | 820 | 3,28 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 3 638 | −20,71 | 335 | −14,36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 927 | −9,43 | 729 | −2,02 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 460 | −1,72 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 897 853 | −1,97 | 1 186 216 | 5,98 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 56 013 | −0,65 | 5 152 | 7,40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 183 | −62,82 | 951 | −64,22 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 463 | −2,26 | 227 | 5,61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 980 | −0,71 | 557 | 15,08 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 11 417 | −28,83 | 1 050 | −23,02 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 247 | −3,69 | 758 | 4,12 | ||||
| 2025-08-14 | 13F | Select Equity Group, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 4 717 | −2,90 | 0 | |||||
| 2025-05-05 | 13F | Partners in Financial Planning | 4 478 | −10,65 | 301 | −13,79 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 7 753 | −4,05 | 713 | 3,78 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6 520 | −5,08 | 600 | 2,57 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 499 719 | −0,20 | 45 959 | 7,90 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 205 | −39,80 | 3 514 | −34,93 | ||||
| 2025-04-04 | 13F | Baring Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 39 849 | −1,84 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 26 842 | −21,46 | 2 469 | −15,10 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 140 970 | −2,23 | 12 965 | 5,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 850 | −49,70 | 78 | −45,45 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 80 704 | −4,94 | 7 422 | 2,77 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 5 699 | −0,19 | 524 | 8,04 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 547 366 | −51,11 | 50 341 | −47,15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 915 | −1,29 | 25 | 4,35 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 96 356 | −8,93 | 8 862 | −1,56 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 29 163 | −24,44 | 2 682 | −18,31 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 392 | −24,76 | 36 | −18,18 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 655 | −14,56 | 428 | −7,56 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 2 430 | −6,83 | 224 | 0,90 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Global Strategic Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Rhumbline Advisers | 4 778 | −70,90 | 439 | −68,55 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 17 360 | −0,37 | 1 597 | 7,69 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 22 284 | −4,81 | 2 049 | 2,91 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 58 531 | −27,27 | 5 383 | −21,37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 17 166 | −3,21 | 1 579 | 4,64 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4 281 | −60,53 | 394 | −57,38 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 396 | −2,32 | 220 | 5,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 242 | −0,33 | 3 885 | 7,74 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 86 298 | −2,20 | 7 937 | 5,73 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 3 996 | −10,86 | 368 | −3,67 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 369 | −0,46 | 770 | 7,55 | ||||
| 2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 31 980 | −12,44 | 2 941 | −5,34 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7 490 | −17,23 | 689 | −10,53 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 37 327 | −5,72 | 3 433 | 1,90 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 107 824 | −14,88 | 9 917 | −7,97 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9 271 | −1,28 | 853 | 6,77 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 396 | −3,58 | 312 | 4,35 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 184 | −24,28 | 17 | −20,00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 441 | −17,64 | 408 | −10,92 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 8 300 | −71,10 | 763 | −68,76 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 681 | −1,75 | 155 | 6,21 | ||||
| 2025-08-14 | 13F | Comerica Bank | 544 897 | −0,01 | 50 114 | 8,10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 46 767 | −39,13 | 4 301 | −34,20 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 672 | −12,27 | 62 | −6,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 76 065 | −1,76 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 140 | −41,18 | 105 | −36,59 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 74 934 | −36,70 | 6 892 | −31,57 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 84 697 | −1,98 | 7 790 | 5,97 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 112 | −23,23 | 930 | −16,96 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 22 782 | −1,13 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 30 188 | −2,79 | 2 776 | 5,11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 354 | −1,37 | 2 792 | 6,61 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 873 | −1,16 | 172 | 6,83 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 581 | −55,01 | 973 | −51,35 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 22 601 | −17,47 | 2 079 | −10,78 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 8 284 | −22,43 | 762 | −16,19 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 6 877 | −0,74 | 1 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7 657 | −0,21 | 704 | 7,98 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 10 791 | −4,48 | 992 | 3,23 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 140 | −23,50 | 13 | −20,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 65 341 | −77,38 | 6 | −76,92 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1 231 | −13,98 | 113 | −6,61 | ||||
| 2025-04-30 | 13F | Iridian Asset Management Llc/ct | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 26 450 | −2,99 | 2 433 | 4,87 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 903 | −32,88 | 359 | −27,53 | ||||
| 2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 65 113 | −0,34 | 5 988 | 7,74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 427 | −1,93 | 499 | 6,17 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 629 | −63,21 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 15 370 | −15,19 | 1 414 | −8,31 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 421 | −7,12 | 131 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 215 063 | −0,04 | 755 539 | 8,06 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 18 133 | −0,32 | 1 668 | 7,76 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 103 348 | −8,10 | 9 505 | −0,65 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 293 | −7,84 | 0 | |||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 45 028 | −0,11 | 4 141 | 8,01 | ||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 99 098 | −3,31 | 9 114 | 4,54 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13 903 | −1,50 | 1 279 | 6,50 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 27 203 | −1,72 | 2 502 | 6,24 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 14 406 | −27,59 | 1 325 | −21,75 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 69 455 | −4,27 | 6 388 | 3,48 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 79 962 | −3,38 | 7 354 | 4,46 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 5 891 | −3,93 | 546 | 16,67 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 12 942 | −19,81 | 1 190 | −13,27 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 14 948 | −5,47 | 1 375 | 2,16 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29 501 | −1,03 | 2 713 | 7,02 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 702 | −11,09 | 248 | −3,88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 325 | −86,97 | 122 | −86,01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 254 | −30,65 | 207 | −25,00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 401 | −41,11 | 221 | −36,42 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −69 100 | 8,82 | −5 815 | 39,19 | |||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 4 672 | −0,95 | 430 | 6,98 | ||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional | 211 196 | −18,01 | 17 772 | −25,06 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 128 412 | −0,12 | 11 810 | 7,99 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5 312 | −2,91 | 452 | −6,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 053 740 | −1,90 | 372 822 | 6,05 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 19 353 | −2,09 | 1 780 | 5,83 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 781 | −11,48 | 440 | −4,36 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 761 | −30,12 | 162 | −24,77 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 15 266 | −16,19 | 1 404 | −9,36 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 27 089 | −23,33 | 2 491 | −17,10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 5 464 | −3,53 | 503 | 4,37 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 5 180 | −0,38 | 476 | 7,69 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 35 418 | −1,08 | 3 257 | 6,96 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 29 709 | −5,41 | 2 732 | 2,28 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 810 | −28,95 | 442 | −23,13 | ||||
| 2025-07-31 | 13F | United Community Bank | 3 301 | −17,50 | 304 | −10,88 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 757 | −17,56 | 346 | −10,85 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 549 | −1,98 | 510 | 6,03 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 15 489 | −1,41 | 1 425 | 6,59 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 38 319 | −10,78 | 3 524 | −3,53 | ||||
| 2025-05-08 | 13F | ProVise Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 285 | −0,13 | 210 | 8,25 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 39 246 | −2,36 | 3 609 | 5,56 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 62 143 | −3,21 | 5 715 | 4,65 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 577 | −4,02 | 237 | 3,95 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10 470 | −0,10 | 963 | 7,97 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 23 636 | −34,43 | 2 200 | −28,28 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 10 511 | −5,71 | 985 | 18,11 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 243 | −14,12 | 482 | −7,13 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 20 339 | −45,46 | 1 871 | −41,05 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 17 453 | −0,34 | 1 605 | 7,79 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 182 | −0,12 | 385 | 7,87 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 4 734 | −4,54 | 435 | 3,33 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 61 555 | −1,15 | 5 661 | 6,87 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 406 | −5,36 | 37 | 2,78 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 17 144 | −0,40 | 1 577 | 7,65 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 75 142 | −0,32 | 6 911 | 7,77 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 15 049 | −6,23 | 1 384 | 1,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 40 852 | −1,99 | 3 757 | 5,53 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 13 437 | −19,21 | 1 236 | −12,66 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 61 923 | −13,69 | 5 695 | −6,69 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aristotle Capital Boston, LLC | 1 692 | −72,93 | 156 | −70,81 | ||||
| 2025-05-14 | 13F | Allstate Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2 450 | −9,99 | 225 | −2,60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 045 | −0,65 | 1 384 | 7,46 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 1 630 714 | −12,93 | 150 | −6,29 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 941 | −23,73 | 180 | −17,13 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 92 010 | −0,55 | 7 827 | −4,29 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 42 982 | −1,33 | 3 953 | 6,69 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55 650 | −3,18 | 5 118 | 4,68 | ||||
| 2025-04-22 | 13F | North Point Portfolio Managers Corp/oh | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 4 831 | −0,08 | 444 | 8,03 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 8 829 | −2,47 | 812 | 5,45 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 15 142 | −0,66 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 15 145 | −35,46 | 1 393 | −30,21 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 521 | −3,37 | 1 336 | 4,46 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 33 985 | −1,45 | 3 126 | 7,68 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 3 058 | −1,80 | 281 | 6,44 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 24 431 | −0,41 | 2 247 | 7,67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4 475 | −6,09 | 412 | 1,48 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 667 | −21,05 | 889 | −14,60 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 7 823 | −0,60 | 719 | 7,47 | ||||
| 2025-07-23 | 13F | Optas, LLC | 3 800 | −6,93 | 349 | 0,58 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 25 616 | −0,05 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 150 016 | −0,83 | 13 797 | 7,21 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 8 397 | −0,62 | 772 | 7,52 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 18 489 | −13,20 | 1 700 | −6,18 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 14 163 | −8,38 | 1 303 | −0,99 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 2 618 | −31,43 | 241 | −25,93 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 116 117 | −2,70 | 10 679 | 5,19 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 299 | −17,98 | 211 | −11,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 472 | −58,92 | 43 | −55,67 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Insight Inv LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Spire Wealth Management | 37 985 | −0,20 | 3 493 | 7,91 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3 550 | −29,00 | 326 | −23,29 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 567 868 | −14,42 | 328 137 | −7,48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 918 489 | −27,98 | 1 280 084 | −22,14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 311 511 | −92,48 | 28 650 | −91,87 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 451 557 | −6,84 | 41 529 | 0,72 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 6 427 | −0,48 | 1 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 845 | −16,56 | 1 089 | −9,78 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 21 974 | −12,95 | 2 021 | −5,92 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 61 730 | −0,28 | 5 677 | 7,80 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 177 | −0,78 | 844 | 7,38 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 568 | −1,38 | 236 | 15,69 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 860 | −1,24 | 263 | 6,91 | ||||
| 2025-08-15 | 13F | Earnest Partners Llc | 21 027 | −42,00 | 1 934 | −37,30 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 98 182 | −1,42 | 9 030 | 6,57 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 8 226 | −0,84 | 757 | 7,23 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 3 998 | −18,90 | 368 | −12,41 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 21 519 | −33,57 | 1 979 | −28,17 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 293 | −15,97 | 671 | −9,21 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 23 949 | −27,97 | 2 203 | −22,14 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 254 953 | −12,05 | 23 448 | −4,91 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 384 562 | −2,04 | 35 368 | 5,90 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31 766 | −40,72 | 2 921 | −38,32 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 042 | −1,29 | 832 | 6,68 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 27 592 | −12,23 | 2 538 | −5,12 | ||||
| 2025-04-09 | 13F | Fragasso Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 115 795 | −13,31 | 10 650 | −6,28 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2 754 | −2,27 | 258 | 7,95 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 50 909 | −1,51 | 4 658 | 6,49 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 1 153 332 | −1,91 | 106 072 | 6,05 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 6 455 | −1,91 | 594 | 6,08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 559 | −51,63 | 235 | −47,78 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 7 290 | −0,78 | 670 | 7,20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 256 | −10,82 | 1 035 | −3,54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 587 | −0,71 | 606 | 7,27 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 76 027 | −0,36 | 6 992 | 7,72 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 98 810 | −32,02 | 9 088 | −26,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 650 966 | −5,83 | 59 869 | 1,81 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 12 650 | −41,04 | 1 163 | −36,27 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 500 | −10,71 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 163 022 | −7,76 | 14 993 | −0,27 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 15 799 | −1,83 | 1 453 | 6,14 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1 410 | −9,73 | 130 | −2,27 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Beck Bode, LLC | 8 210 | −8,12 | 755 | −0,66 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 366 | −40,87 | 34 | −36,54 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 8 863 | −0,57 | 815 | 7,52 | ||||
| 2025-04-10 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 26 887 | −15,19 | 2 473 | −8,31 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 259 | −1,26 | 1 587 | 6,80 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 251 059 | −9,27 | 23 089 | −1,91 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 21 331 | −3,13 | 1 962 | 4,70 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-11 | 13F | Busey Wealth Management | 25 162 | −0,54 | 2 314 | 7,53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 439 991 | −2,63 | 40 466 | 5,27 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 105 360 | −0,84 | 9 690 | 7,20 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 764 | −33,07 | 714 | −27,59 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14 284 | −0,27 | 1 314 | 7,80 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 176 176 | −8,11 | 16 203 | −0,66 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 9 484 | −0,26 | 872 | 7,92 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 55 063 | −1,55 | 5 064 | 6,45 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 5 945 | −4,42 | 547 | 3,21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 167 557 | −0,04 | 15 410 | 8,07 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 11 336 | −7,00 | 1 043 | 0,58 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 5 020 | −3,31 | 462 | 4,54 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 17 994 | −1,64 | 1 655 | 6,30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 132 | −14,61 | 288 | −7,72 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 7 058 | −2,57 | 649 | 5,36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36 175 | −17,21 | 3 327 | −10,49 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 10 148 | −0,27 | 933 | 7,86 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8 150 | −4,97 | 750 | 2,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 2 698 | −5,99 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 59 972 | −2,55 | 5 516 | 5,35 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 384 394 | −2,68 | 35 353 | 5,21 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 3 213 | −96,67 | 296 | −96,40 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 29 558 | −16,22 | 2 718 | −9,43 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 20 593 | −91,05 | 224 | −98,86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 40 469 | −0,26 | 3 722 | 7,82 | ||||
| 2025-08-01 | 13F | Motco | 1 208 | −7,65 | 113 | 1,80 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3 003 | −3,84 | 276 | 4,15 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 7 592 | −0,26 | 698 | 7,88 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6 270 | −0,73 | 577 | 7,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 765 110 | −1,55 | 70 367 | 6,43 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 7 267 | −0,16 | 668 | 7,92 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 90 605 | −5,33 | 8 333 | 2,35 | ||||
| 2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 24 481 | −2,76 | 2 252 | 5,14 | ||||
| 2025-05-15 | 13F | Running Point Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 923 | −2,99 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 597 | −89,15 | 331 | −88,30 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 39 986 | −6,04 | 3 678 | 1,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 173 899 | −16,77 | 15 994 | −10,02 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 25 986 | −8,17 | 2 390 | −0,75 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 13 678 | −3,70 | 1 258 | 4,06 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 13 709 | −0,65 | 1 261 | 7,42 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 928 015 | −1,12 | 85 350 | 6,90 | ||||
| 2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Parthenon Llc | 9 743 | −5,62 | 896 | 2,05 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 946 | −1,67 | 363 | 6,16 | ||||
| 2025-04-29 | 13F | Wheelhouse Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rossmore Private Capital | 79 398 | −1,05 | 7 302 | 6,99 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 871 659 | −0,51 | 80 167 | 7,56 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 98 183 | −7,89 | 9 030 | −0,42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 363 | −38,63 | 125 | −34,04 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 8 738 | −32,75 | 804 | −27,33 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 231 | −81,36 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 92 073 | −4,62 | 8 468 | 3,11 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23 645 | −3,32 | 2 175 | 4,52 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 398 | −4,33 | 37 | 2,86 | ||||
| 2025-04-08 | 13F | Armstrong Henry H Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28 124 | −0,81 | 2 587 | 7,21 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 36 662 | −5,31 | 3 445 | −4,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 340 | −64,00 | 399 | −62,39 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 4 539 | −9,83 | 417 | −2,57 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 29 599 | −2,21 | 2 775 | 5,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 887 | −21,45 | 541 | −15,07 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 759 | −2,76 | 162 | 5,23 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 169 916 | −0,78 | 15 627 | 7,27 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 576 | −11,25 | 53 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 575 928 | −3,41 | 604 788 | 4,43 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 609 | −2,91 | 332 | 4,75 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 022 | −2,11 | 462 | 5,73 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 14 614 | −0,75 | 1 344 | 7,26 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV | 77 367 | −20,82 | 7 115 | −14,39 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 28 049 | −9,24 | 2 580 | −1,86 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 238 479 | −1,38 | 21 933 | 6,61 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 183 040 | −2,95 | 16 834 | 4,93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 706 | −28,90 | 249 | −23,22 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 444 | −6,56 | 409 | 0,99 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6 654 | −0,02 | 622 | 17,58 | ||||
| 2025-04-22 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 19 311 | −4,21 | 1 776 | 3,56 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 704 | −6,53 | 617 | 10,20 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 29 977 | −1,53 | 2 757 | 6,45 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 70 233 | −3,64 | 6 459 | 4,18 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 1 367 | −9,35 | 126 | −2,34 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 15 868 | −9,61 | 1 459 | −2,28 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 17 148 | −0,20 | 1 577 | 7,94 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5 019 | −14,61 | 462 | −7,80 | ||||
| 2025-08-05 | 13F | Burney Co/ | 2 644 | −3,29 | 243 | 4,74 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 717 | −13,34 | 1 721 | −6,31 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 59 761 | −4,11 | 5 496 | 3,68 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 86 820 | −2,85 | 7 985 | 5,02 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 958 | −34,29 | 88 | −29,03 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 129 049 | −27,52 | 11 869 | −21,64 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 696 | −0,32 | 432 | 7,75 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 250 513 | −2,82 | 23 040 | 5,06 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 17 310 | −1,56 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 83 196 | −0,35 | 7 652 | 7,73 | ||||
| 2025-05-14 | 13F | Fairscale Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5 915 | −10,85 | 544 | −3,55 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 925 751 | −2,19 | 85 141 | 5,74 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 5 326 | −2,35 | 490 | 5,62 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33 322 | −1,22 | 3 | 50,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 90 984 | −1,16 | 8 527 | 8,89 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 668 | −2,77 | 62 | 6,90 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 55 030 | −1,02 | 5 061 | 7,02 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 136 082 | −11,67 | 12 514 | −4,52 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 4 619 | −1,07 | 425 | 6,80 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 131 412 | −5,11 | 12 086 | 2,59 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 16 935 | −0,24 | 1 558 | 7,83 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 81 786 | −3,00 | 7 522 | 4,87 | ||||
| 2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 17 608 | −6,88 | 1 619 | 0,68 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 48 913 | −8,44 | 4 499 | −1,01 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 351 930 | −0,13 | 32 373 | 8,02 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 17 596 | −25,48 | 1 618 | −19,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 954 909 | −2,96 | 363 733 | 4,91 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | −88,24 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 41 863 | −0,52 | 3 850 | 7,57 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 5 764 | −0,09 | 530 | 8,16 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 184 636 | −0,06 | 17 | 6,67 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 17 781 | −5,09 | 1 635 | 2,64 | ||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 769 | −7,91 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 553 | −13,13 | 327 | −6,05 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12 523 | −4,68 | 1 152 | 3,04 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2 282 | −7,87 | 210 | −0,48 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 26 114 | −1,81 | 2 402 | 6,15 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 115 291 | −0,93 | 10 603 | 7,11 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 136 702 | −0,85 | 12 572 | 7,19 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175 456 | −1,33 | 16 137 | 6,67 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 4 658 | −1,10 | 428 | 7,00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 476 | −14,30 | 228 | −7,35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 218 | −26,72 | 388 | −20,86 | ||||
| 2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 55 295 | −0,27 | 5 085 | 7,82 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 72 582 | −7,52 | 6 675 | −0,01 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 10 326 | −1,49 | 950 | 6,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 100 | −37,83 | 2 584 | −32,80 | |||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 682 560 | −14,22 | 62 891 | −7,09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 296 320 | −20,90 | 27 253 | −14,49 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 3 257 | −6,92 | 300 | 0,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 29 285 | −3,01 | 2 693 | 4,87 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 17 823 | −43,74 | 1 639 | −39,18 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 2 643 | −4,07 | 248 | 5,56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 34 828 | −0,75 | 3 203 | 7,30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 612 | −0,27 | 240 | 8,11 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 305 | −50,00 | 28 | −45,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 20 061 | −8,57 | 1 845 | −1,13 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 6 792 | −1,34 | 625 | 6,67 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4 932 | −20,55 | 454 | −14,20 | ||||
| 2025-08-14 | 13F | ICW Investment Advisors LLC | 7 274 | −0,57 | 669 | 7,40 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 185 101 | −1,97 | 17 024 | 5,99 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 410 | −3,98 | 38 | −5,13 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 6 261 | −27,59 | 576 | −21,77 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 3 285 | −14,34 | 302 | −7,36 | ||||
| 2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A | 48 669 | −26,03 | 4 095 | −32,39 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 7 136 | −23,25 | 656 | −16,96 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 732 758 | −5,42 | 67 392 | 2,25 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 25 406 | −6,93 | 2 337 | 0,60 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 67 807 | −1,84 | 6 236 | 14,91 | ||||
| 2025-07-09 | 13F | Woodstock Corp | 163 843 | −1,31 | 15 069 | 6,69 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 30 806 | −12,49 | 2 833 | −5,38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 667 | −59,73 | 799 | −56,39 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 61 838 | −2,71 | 5 687 | 5,18 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 184 | −75,69 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 42 102 | −7,54 | 3 872 | −0,03 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 13 615 | −0,38 | 1 252 | 7,75 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 088 913 | −1,78 | 192 117 | 6,19 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 396 | −2,55 | 312 | 5,41 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 2 700 | −0,74 | 248 | 7,36 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 22 169 | −1,48 | 2 039 | 6,48 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 134 375 | −0,01 | 12 358 | 8,11 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 42 910 | −21,12 | 3 946 | −14,72 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 83 083 | −0,21 | 7 641 | 7,88 | ||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 138 | −72,18 | 13 | −71,43 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 786 | −0,76 | 624 | 7,40 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 3 653 | −3,51 | 336 | 4,04 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 8 015 | −10,02 | 737 | −2,64 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 1 555 | −7,00 | 143 | 0,70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 958 | −31,18 | 272 | −25,48 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 951 | −55,30 | 421 | −57,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 051 | −0,09 | 648 | 8,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 139 | −79,91 | 289 | −78,33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 292 367 | −3,99 | 26 889 | 3,79 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 932 | −17,08 | 178 | −10,61 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 |
