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 | 50 951 | −1,02 | 17 884 | 9,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 248 | −6,42 | 87 | 3,57 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 64 191 | −47,47 | 22 531 | −41,95 | ||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 102 252 | −15,41 | 35 891 | −6,53 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 264 | −0,86 | 3 603 | 9,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 394 | −11,58 | 3 297 | −2,28 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 62 600 | −11,77 | 21 973 | −2,50 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 246 | −15,82 | 788 | −6,97 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 12 402 | −11,44 | 4 353 | −2,16 | ||||
| 2025-08-01 | 13F | First National Trust Co | 36 873 | −6,08 | 12 942 | 3,78 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 452 | −9,05 | 4 020 | 0,50 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 360 844 | −1,19 | 127 | 8,62 | ||||
| 2025-08-06 | 13F | Simmons Bank | 12 427 | −6,42 | 4 362 | 3,41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 223 | −6,41 | 4 641 | 3,43 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 13 881 | −0,06 | 4 872 | 10,43 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 497 | −5,20 | 876 | 4,78 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 050 921 | −7,19 | 368 873 | 2,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 135 | −34,49 | 13 034 | −27,61 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 094 | −2,68 | 3 543 | 7,53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 25 819 | −7,14 | 9 062 | 2,62 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 683 | −2,77 | 591 | 7,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74 331 | −28,54 | 26 090 | −21,03 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 75 462 | −16,16 | 26 487 | −7,36 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 1 232 | −2,38 | 433 | 8,00 | ||||
| 2025-07-22 | 13F | Legacy Trust | 20 189 | −3,37 | 7 086 | 6,78 | ||||
| 2025-07-28 | 13F | Tlwm | 294 017 | −0,48 | 103 200 | 9,97 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 36 133 | −6,28 | 12 683 | 3,56 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 57 044 | −0,26 | 20 022 | 10,22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5 907 | −11,52 | 2 073 | −2,22 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 907 | −1,96 | 1 722 | 8,37 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 57 725 | −6,16 | 20 262 | 3,69 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | −9,45 | 298 | 0,68 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 11 360 | −1,39 | 3 987 | 8,96 | ||||
| 2025-08-12 | 13F | Camden National Bank | 1 390 | −49,73 | 488 | −44,53 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 925 | −36,78 | 676 | −30,20 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 2 648 | −0,26 | 936 | 10,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 345 | −23,16 | 121 | −14,79 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 445 | −8,64 | 2 964 | 0,95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 892 | −2,85 | 3 823 | 7,36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 984 | −1,81 | 4 206 | 8,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 236 | −1,67 | 83 | 7,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 710 | −67,57 | 249 | −65,94 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 1 241 | −3,50 | 436 | 6,62 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 11 608 | −0,96 | 4 054 | 9,45 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 007 | −13,26 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 86 029 | −1,96 | 30 196 | 8,33 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 870 | −29,94 | 1 710 | −22,55 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 1 204 | −2,75 | 423 | 7,38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 110 | −51,33 | 39 | −49,33 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 1 271 | −55,70 | 446 | −51,04 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 532 | −5,17 | 187 | 4,49 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 7 845 | −3,03 | 2 753 | 7,16 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 541 | −0,75 | 4 402 | 9,69 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 325 | −1,52 | 114 | 9,62 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | MNNAX - Victory Munder Multi-Cap Fund Class A | 16 900 | −21,76 | 5 932 | −13,55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 413 | −16,90 | 145 | −13,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 409 | −2,25 | 4 707 | 8,01 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 824 | −5,83 | 289 | 4,33 | ||||
| 2025-05-14 | 13F | Decatur Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 695 | −3,69 | 595 | 5,88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 223 | −5,37 | 2 535 | 4,58 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 59 860 | −0,04 | 21 011 | 10,46 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 800 | −0,46 | 983 | 9,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 451 | −7,87 | 509 | 1,80 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 696 | −11,56 | 244 | −2,01 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 680 | −2,30 | 239 | 7,69 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 7 902 | −12,10 | 2 510 | 1,99 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2 262 | −12,70 | 794 | 1,15 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2 659 | −76,10 | 933 | −73,60 | ||||
| 2025-08-22 | 13F | Cim Investment Mangement Inc | 668 | −53,06 | 234 | −49,57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 40 094 | −2,72 | 14 073 | 7,49 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 694 | −1,14 | 244 | 9,46 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 413 | −59,11 | 131 | −57,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51 683 | −8,67 | 18 141 | 0,92 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 13 728 | −1,12 | 4 819 | 9,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 919 | −12,64 | 323 | −3,59 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 25 520 | −8,73 | 8 958 | 0,86 | ||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 1 004 | −2,14 | 352 | 8,31 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 183 | −0,42 | 415 | 10,08 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Xponance, Inc. | 6 226 | −53,06 | 2 185 | −48,12 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 432 | −0,41 | 853 | 10,06 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2 850 | −6,25 | 1 | |||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 1 788 | −13,46 | 628 | −4,42 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 24 740 | −58,32 | 8 684 | −53,95 | ||||
| 2025-05-14 | 13F | Bakala Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 791 | −18,59 | 3 093 | −9,85 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 1 929 | −8,36 | 677 | 1,35 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 2 521 | −18,20 | 885 | −14,17 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 366 | −0,26 | 3 287 | 10,23 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Harfst & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 362 143 | −32,56 | 127 112 | −25,48 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 1 615 | −4,32 | 567 | 5,60 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 9 855 | −0,26 | 3 459 | 10,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 754 | −0,28 | 54 670 | 10,19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 282 | −15,56 | 36 | −7,89 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 8 349 | −18,82 | 2 930 | −10,29 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 177 728 | −1,68 | 62 383 | 8,65 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 2 460 | −0,28 | 863 | 10,22 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95 528 | −0,01 | 33 530 | 10,50 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 788 | −39,29 | 277 | −33,01 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 84 043 | −4,07 | 29 499 | 6,01 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 167 | −9,24 | 59 | 0,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 320 | −6,12 | 2 218 | 3,74 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 23 722 | −0,13 | 8 326 | 10,82 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 34 275 | −1,03 | 12 031 | 9,36 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 3 775 | −30,86 | 1 325 | −23,59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 198 408 | −0,48 | 69 641 | 9,97 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 674 | −5,34 | 237 | 4,42 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21 315 | −7,38 | 7 482 | 2,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 290 | −0,25 | 2 208 | 10,18 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 875 573 | −1,43 | 658 326 | 8,92 | ||||
| 2025-04-07 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 708 | −2,48 | 249 | 7,83 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 71 754 | −0,91 | 25 186 | 9,49 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 047 | −2,90 | 1 069 | 7,33 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 901 | −18,17 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 232 | −12,93 | 432 | −3,79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 921 | −58,35 | 3 833 | −53,97 | ||||
| 2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 37 885 | −0,72 | 13 298 | 9,70 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 90 886 | −4,23 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2 773 | −0,50 | 973 | 9,94 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 18 164 | −0,48 | 6 376 | 9,97 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1 931 | −88,41 | 678 | −87,20 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 837 | −20,91 | 996 | −12,64 | ||||
| 2025-04-16 | 13F | Everhart Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 18 896 | −0,66 | 6 632 | 9,78 | ||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A | 16 202 | −77,85 | 5 101 | −79,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1 242 | −30,19 | 436 | −23,01 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 988 | −31,86 | 347 | −24,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 264 558 | −2,70 | 92 860 | 7,52 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 226 273 | −24,33 | 79 422 | −16,38 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 317 | −7,25 | 2 919 | 2,49 | ||||
| 2025-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 425 778 | −2,86 | 149 448 | 7,34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 9 961 | −0,35 | 3 496 | 10,11 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5 470 | −5,53 | 1 920 | 4,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6 190 | −3,76 | 2 187 | 10,29 | ||||
| 2025-07-17 | 13F | City Holding Co | 8 421 | −3,61 | 2 956 | 6,52 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 9 149 | −0,33 | 3 211 | 10,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16 451 | −6,99 | 5 774 | 2,74 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 5 537 | −3,92 | 1 944 | 6,17 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 67 893 | −0,07 | 23 831 | 10,42 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 14 820 | −5,27 | 5 202 | 4,67 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 75 077 | −14,05 | 26 334 | −5,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 819 | −17,50 | 35 029 | −8,90 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7 045 | −24,87 | 2 473 | −16,96 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1 149 | −1,54 | 403 | 8,92 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 659 | −20,02 | 231 | −11,49 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6 065 | −0,93 | 2 131 | 9,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 550 | −0,20 | 1 597 | 10,29 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 37 757 | −16,28 | 13 253 | −7,49 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 9 197 | −1,59 | 3 228 | 8,76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 535 959 | −6,82 | 188 122 | 2,97 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 040 | −35,40 | 365 | −28,57 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 750 | −1,06 | 263 | 9,58 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 2 527 | −12,20 | 887 | −3,06 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 13 366 | −7,12 | 4 691 | 2,65 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 678 | −9,81 | 9 013 | −0,34 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 70 | −99,87 | 25 | −99,86 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 8 477 | −2,08 | 2 975 | 8,22 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 897 | −7,05 | 315 | 2,61 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 784 | −2,24 | 275 | 8,27 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 55 | −49,54 | 19 | −44,12 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 5 495 | −0,15 | 1 929 | 10,36 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 413 | −0,11 | 1 549 | 10,33 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 160 | −96,70 | 56 | −96,36 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 4 746 | −16,16 | 1 666 | −7,40 | ||||
| 2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | 12th Street Asset Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 153 369 | −0,85 | 53 832 | 9,18 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 328 | −1,70 | 466 | 8,62 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-12 | 13F | Sheets Smith Investment Management | 1 044 | −93,81 | 332 | −94,13 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 459 | −0,03 | 1 214 | 10,46 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 9 341 | −1,09 | 3 279 | 9,30 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 90 958 | −0,49 | 31 926 | 9,96 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 380 | −4,09 | 1 186 | 5,99 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5 634 | −0,07 | 1 978 | 10,45 | ||||
| 2025-05-13 | 13F | Anchor Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 11 144 | −4,33 | 3 912 | 5,73 | ||||
| 2025-05-12 | 13F | Managed Asset Portfolios, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 6 348 | −2,71 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 31 700 | −9,43 | 11 127 | 0,08 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 50 846 | −0,57 | 17 847 | 9,87 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 308 | −37,39 | 459 | −30,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 703 270 | −11,48 | 246 848 | −2,18 | ||||
| 2025-04-08 | 13F | May Barnhard Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3 714 | −1,33 | 1 304 | 9,04 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 070 | −22,74 | 376 | −14,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 591 | −14,81 | 28 898 | −64,38 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 5 031 | −0,69 | 1 766 | 9,70 | ||||
| 2025-04-17 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 331 | −2,56 | 467 | 7,85 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 959 | −19,68 | 337 | −11,35 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 210 | −16,00 | 776 | −7,19 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 625 | −56,55 | 3 027 | −51,99 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 5 024 | −5,24 | 1 763 | 4,69 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 785 | −0,66 | 1 329 | 9,75 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 2 436 | −11,87 | 875 | −0,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 500 570 | −0,22 | 175 700 | 10,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58 457 | −1,60 | 20 870 | 10,59 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 184 423 | −4,87 | 64 732 | 5,12 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 48 959 | −2,00 | 17 184 | 8,29 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 6 300 | −7,57 | 2 211 | 0,91 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 575 | −74,49 | 202 | −71,93 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 5 037 | −14,44 | 1 768 | −5,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20 287 | −0,08 | 7 121 | 10,40 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 691 | −7,41 | 3 051 | 2,31 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 2 842 | −48,86 | 998 | −43,51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 2 978 | −32,75 | 1 045 | −25,68 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 41 081 | −2,14 | 14 419 | 8,14 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 239 | −3,63 | 84 | 6,41 | ||||
| 2025-04-23 | 13F | Corundum Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 500 | −12,50 | 1 228 | −3,31 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 17 567 | −3,21 | 6 166 | 6,96 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 445 | −0,83 | 2 613 | 9,61 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 23 365 | −17,76 | 8 201 | −9,12 | ||||
| 2025-05-13 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 136 | −3,55 | 45 | 2,27 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 3 859 | −1,30 | 1 355 | 9,11 | ||||
| 2025-05-14 | 13F | CSM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 236 | −0,08 | 434 | 9,90 | ||||
| 2025-04-07 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 304 109 | −1,47 | 106 742 | 8,87 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 819 | −22,95 | 287 | −14,84 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 649 | −0,13 | 1 632 | 10,35 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 1 887 | −6,49 | 662 | 3,28 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 | −75,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 395 | −1,25 | 139 | 8,66 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 121 | −47,62 | 43 | −42,47 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 1 135 | −14,92 | 398 | −5,91 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 55 591 | −1,77 | 19 512 | 8,55 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16 375 | −2,92 | 5 748 | 7,26 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 165 833 | −0,01 | 58 | 11,54 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 476 | −50,87 | 1 220 | −45,71 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 629 | −7,50 | 221 | 2,33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 053 | −66,75 | 370 | −63,28 | ||||
| 2025-05-14 | 13F | Cramer Rosenthal Mcglynn Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 992 | −0,50 | 348 | 10,13 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 9 896 | −21,35 | 3 473 | −13,09 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 247 157 | −2,26 | 87 | 7,50 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 144 | −50,90 | 402 | −45,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140 119 | −9,51 | 49 182 | 0,00 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 7 773 | −30,24 | 2 790 | −21,30 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 14 589 | −10,66 | 5 121 | −1,29 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 87 409 | −0,19 | 30 681 | 10,30 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 148 | −25,25 | 52 | −17,74 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 309 | −0,98 | 2 565 | 10,94 | ||||
| 2025-05-14 | 13F | Fiduciary Management Inc /wi/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 690 | −16,73 | 10 421 | −7,98 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 147 | −3,83 | 2 158 | 6,26 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 741 | −6,44 | 260 | 3,59 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 5 544 | −0,23 | 1 946 | 10,20 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 737 | −18,65 | 259 | −10,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 36 350 | −2,05 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 242 | −7,67 | 5 350 | 2,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 020 | −2,23 | 709 | 8,09 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12 640 | −9,64 | 4 437 | −0,16 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 70 182 | −4,31 | 24 634 | 5,73 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3 329 | −48,71 | 1 168 | −43,33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 823 | −1,11 | 2 809 | 11,78 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 2 085 | −1,14 | 732 | 9,27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 410 | −37,47 | 495 | −34,40 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 12 285 | −7,77 | 4 312 | −3,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 447 | −4,49 | 157 | 5,41 | ||||
| 2025-05-14 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 19 293 | −2,51 | 6 772 | 7,73 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 976 | −2,13 | 694 | 8,11 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 177 993 | −6,29 | 62 476 | 3,55 | ||||
| 2025-04-08 | 13F/A | California State Teachers Retirement System | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 70 441 | −0,40 | 24 725 | 10,91 | ||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 716 | −2,72 | 251 | 7,73 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 98 726 | −3,48 | 34 653 | 6,66 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 22 068 | −0,85 | 7 746 | 9,55 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 290 | −0,43 | 1 857 | 10,02 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 43 799 | −1,69 | 15 373 | 8,63 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 63 144 | −2,96 | 22 164 | 7,23 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 9 188 | −0,79 | 3 225 | 9,66 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 2 606 | −2,21 | 915 | 8,04 | ||||
| 2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 2 431 | −3,65 | 853 | 6,49 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 598 | −4,47 | 1 614 | 5,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 704 | −0,75 | 1 300 | 9,70 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1 507 | −18,85 | 529 | −10,36 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1 868 | −20,31 | 1 | |||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 17 236 | −24,44 | 6 050 | −16,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 164 459 | −0,26 | 57 725 | 10,22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16 773 | −11,01 | 5 328 | −15,43 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53 155 | −8,28 | 18 657 | 1,35 |
