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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 004 | −3,83 | 248 | 12,27 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 574 | −21,21 | 881 | −7,85 | ||||
| 2025-04-23 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 5 806 | −0,15 | 1 431 | 16,72 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 107 | −3,19 | 2 738 | 13,14 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 001 | −15,39 | 493 | −11,33 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11 302 | −2,85 | 2 384 | −12,87 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 22 000 | −0,42 | 5 424 | 16,37 | ||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 76 178 | −0,17 | 18 779 | 16,66 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 1 343 | −18,06 | 331 | −4,06 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | −50,00 | 19 | −43,75 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 393 | −0,95 | 590 | 15,72 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20 974 | −0,28 | 5 170 | 16,55 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 191 684 | −1,97 | 47 252 | 14,56 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1 741 | −23,00 | 429 | −9,87 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 2 126 | −0,14 | 524 | 16,70 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 320 | −5,59 | 1 311 | 10,35 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 62 066 | −72,56 | 15 300 | −67,94 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 961 | −0,62 | 237 | 16,18 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 817 814 | −1,84 | 187 639 | 430,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 920 | −5,97 | 473 | 10,00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 9 419 | −2,02 | 2 322 | 14,50 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 933 | −9,94 | 230 | 5,05 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 553 | −3,42 | 383 | 12,68 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 41 428 | −0,37 | 10 212 | 16,44 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 91 566 | −10,88 | 22 572 | 4,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58 845 | −42,82 | 14 506 | −33,18 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 750 | −0,23 | 431 | 16,49 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 | −98,17 | 1 | −98,04 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 1 465 | −10,62 | 361 | 4,64 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 1 064 | −43,10 | 262 | −33,50 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 21 338 | −33,46 | 5 260 | −22,24 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 154 374 | −1,38 | 38 055 | 15,25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 46 930 | −4,86 | 11 569 | 11,18 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 487 | −2,94 | 3 818 | 13,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 027 841 | −1,88 | 1 239 413 | 14,67 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 679 | −4,16 | 1 893 | 11,95 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 86 754 | −1,11 | 21 386 | 15,56 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 636 | −56,47 | 157 | −49,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 345 263 | −12,99 | 85 | 2,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 45 188 | −5,50 | 11 139 | 10,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 228 | −46,89 | 303 | −37,99 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 13 907 | −8,57 | 3 428 | 6,86 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 114 | −10,81 | 275 | 4,18 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 11 217 | −0,20 | 2 765 | 26,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 962 | −20,14 | 730 | −6,65 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 241 | −29,53 | 306 | −17,79 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 1 900 | −1,55 | 468 | 14,99 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 133 025 | −1,00 | 33 | 14,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 727 | −11,02 | 179 | 4,07 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 19 109 | −9,75 | 4 908 | 8,92 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 102 763 | −0,65 | 25 332 | 16,10 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 361 | −69,22 | 1 815 | −64,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 675 | −9,89 | 10 599 | 6,10 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10 669 | −16,20 | 2 630 | −2,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 240 229 | −5,95 | 59 220 | 9,92 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 644 | −5,52 | 899 | 10,46 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 683 | −2,71 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 290 | −8,52 | 71 | 7,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 320 | −55,06 | 325 | −48,41 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 1 314 | −2,23 | 324 | 14,13 | ||||
| 2025-05-07 | 13F | Fiera Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 7 761 | −5,34 | 1 913 | 10,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 991 | −0,50 | 1 790 | 20,86 | ||||
| 2025-04-29 | 13F | Jackson Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 8 221 | −1,50 | 2 027 | 15,38 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 937 852 | −4,86 | 231 | 11,59 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 15 303 | −7,34 | 3 772 | 8,30 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 613 | −0,02 | 1 137 | 16,02 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 715 | −23,16 | 916 | −10,21 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 52 516 | −12,07 | 12 946 | 2,75 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14 346 | −2,22 | 3 537 | 20,68 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 296 | −13,90 | 812 | 0,62 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 027 | −25,93 | 1 486 | −13,46 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 264 830 | −2,17 | 65 247 | 14,26 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 400 610 | −2,69 | 98 754 | 13,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 600 | −7,15 | 1 873 | 8,52 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 1 286 | −2,28 | 317 | 14,44 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 1 448 | −3,01 | 360 | 26,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 046 | −11,87 | 1 737 | 2,97 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 220 | −3,23 | 4 245 | 13,08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 896 | −10,93 | 221 | 3,77 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 50 793 | −41,52 | 12 521 | −31,67 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1 496 630 | −5,71 | 368 932 | 10,19 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 334 | −15,87 | 70 | −24,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 56 639 | −3,65 | 14 455 | 16,57 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 027 | −4,34 | 500 | 11,88 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 3 285 | −6,86 | 810 | 8,88 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 1 990 | −3,02 | 491 | 13,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1 840 | −2,70 | 454 | 13,82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 305 | −43,73 | 318 | −35,17 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 59 889 | −11,25 | 14 763 | 3,72 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 090 | −2,68 | 269 | 13,56 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1 297 | −22,75 | 320 | −9,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 85 249 | −4,78 | 21 015 | 11,28 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 201 | −5,85 | 789 | 10,04 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 378 | −0,42 | 5 270 | 16,36 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 7 429 | −0,05 | 1 831 | 16,85 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 159 | −26,05 | 779 | −13,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 900 | −80,85 | 222 | −77,70 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 153 | −72,99 | 2 256 | −68,43 | ||||
| 2025-04-30 | 13F | CFC Planning Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 500 | −46,15 | 863 | −37,13 | |||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 344 | −2,46 | 2 899 | 18,18 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 13 353 | −2,48 | 3 292 | 13,95 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 964 | −47,21 | 1 224 | −38,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 16 221 | −1,83 | 3 999 | 14,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 146 | −93,78 | 4 461 | −94,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 408 984 | −0,27 | 594 622 | 16,73 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 764 | −38,80 | 928 | −28,53 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 378 684 | −7,01 | 93 349 | 8,67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 92 | −85,02 | 23 | −82,95 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 333 | −8,48 | 1 315 | 6,92 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 24 684 | −16,63 | 6 085 | −2,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 55 325 | −2,57 | 13 638 | 13,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 473 945 | −0,92 | 116 832 | 15,79 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 15 914 | −15,07 | 3 923 | −0,76 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 835 | −48,83 | 5 383 | −40,21 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 16 576 | −0,88 | 4 086 | 15,85 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 35 | −2,78 | 9 | 14,29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 471 888 | −5,81 | 116 325 | 10,07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 77 | −26,67 | 19 | −13,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 635 | −7,28 | 2 868 | 8,35 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 902 | −14,01 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 9 890 | −2,43 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 674 | −6,61 | 3 617 | 9,14 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19 165 | −9,37 | 4 724 | 5,92 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 5 549 | −0,95 | 1 368 | 15,75 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 533 | −15,41 | 2 843 | −1,15 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 644 | −0,73 | 1 884 | 16,01 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 32 605 | −1,42 | 8 037 | 15,21 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 193 | −15,75 | 294 | −1,34 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 1 391 | −0,22 | 343 | 16,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 250 | −82,14 | 7 | −82,86 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 42 179 | −8,40 | 10 398 | 7,04 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 567 | −9,42 | 140 | 5,30 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 871 | −0,38 | 708 | 16,47 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 6 | −68,42 | 2 | −75,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 873 | −14,04 | 462 | 0,44 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 21 925 | −4,88 | 5 405 | 11,15 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 2 696 | −84,33 | 665 | −81,70 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 22 996 | −8,60 | 5 669 | 6,80 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 202 | −1,87 | 543 | 14,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 111 713 | −0,48 | 27 538 | 16,30 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 166 | −26,55 | 41 | −14,89 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 023 | −3,48 | 499 | 12,67 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 7 267 | −1,45 | 1 841 | 22,34 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 493 | −3,53 | 3 326 | 12,75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 360 | −65,15 | 89 | −59,45 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 187 654 | −8,34 | 46 259 | 7,12 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 7 217 | −60,56 | 1 779 | −53,90 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 1 938 | −9,99 | 478 | 5,07 | ||||
| 2025-05-27 | NP | XCOR - FundX ETF | 87 440 | −2,07 | 18 445 | −12,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 642 | −89,16 | 4 349 | −88,64 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2 535 | −95,22 | 625 | −94,42 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 1 | −99,74 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 999 | −3,57 | 246 | 12,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 3 394 | −1,88 | 837 | 14,68 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 130 751 | −0,40 | 32 231 | 16,40 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 121 265 | −1,41 | 29 893 | 15,21 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 29 823 | −4,24 | 7 351 | 11,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 446 | −4,91 | 3 808 | 11,12 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 963 | −3,02 | 237 | 13,40 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 3 800 | −75,38 | 802 | −77,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 226 275 | −2,04 | 55 779 | 14,48 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 31 139 | −3,70 | 7 676 | 12,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 582 864 | −10,85 | 143 682 | 4,19 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 294 500 | −29,83 | 72 597 | −18,00 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 275 157 | −7,54 | 67 829 | 8,05 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 21 275 | −33,61 | 5 190 | −24,42 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8 529 | −3,00 | 2 102 | 13,38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 441 | −92,12 | 510 | −93,02 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 744 | −17,22 | 923 | −3,35 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 106 | −1,31 | 519 | 15,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 016 | −32,69 | 497 | −21,39 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 474 099 | −4,70 | 116 870 | 11,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71 791 | −5,13 | 17 697 | 10,87 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 33 923 | −11,39 | 7 156 | 17,87 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 817 | −1,20 | 1 927 | 15,53 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 521 | −80,87 | 128 | −77,70 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 19 890 | −2,50 | 4 903 | 13,94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 526 | −22,51 | 3 334 | −9,45 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 838 | −8,83 | 700 | 6,55 | ||||
| 2025-04-21 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17 612 | −2,44 | 4 342 | 14,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 910 | −3,30 | 3 429 | 11,99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 1 344 | −27,55 | 331 | −15,35 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 421 | −90,11 | 352 | −88,42 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3 355 | −0,92 | 827 | 15,83 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 14 988 | −3,81 | 3 695 | 0,76 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 43 177 | −18,50 | 10 644 | −4,75 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 957 | −12,17 | 9 603 | 2,64 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 556 | −1,18 | 1 863 | 15,51 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 6 765 | −1,93 | 1 668 | 14,57 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 1 589 | −0,13 | 392 | 16,72 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 15 950 | −41,52 | 3 932 | −31,66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 414 | −33,82 | 1 828 | −22,68 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 940 | −0,61 | 4 422 | 16,15 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 795 | −39,30 | 442 | −29,05 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11 323 | −12,53 | 2 791 | 2,23 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 966 | −0,72 | 1 471 | 16,02 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 509 | −16,40 | 372 | −2,11 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 61 717 | −3,17 | 15 214 | 13,15 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 383 | −66,33 | 587 | −60,66 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 336 | −86,27 | 329 | −83,97 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 499 | −37,70 | 123 | −26,79 | ||||
| 2025-05-15 | 13F | Voya Financial Advisors, Inc. | 0 | −100,00 | 0 | −100,00 |
