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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5 531 | −13,13 | 511 | 5,81 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 92 883 | −5,20 | 8 577 | 15,58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 578 | −1,00 | 146 | 7,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 540 922 | −2,47 | 49 940 | 18,89 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4 567 | −2,33 | 422 | 18,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 839 | −10,77 | 2 940 | 8,81 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 221 | −18,82 | 113 | −0,88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2 576 | −9,74 | 246 | 17,79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287 287 | −4,03 | 27 | 18,18 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 576 | −8,30 | 423 | 11,94 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 87 066 | −1,67 | 8 040 | 19,88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 690 | −78,77 | 618 | −74,14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 416 | −2,12 | 315 | 19,32 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1 060 | −1,40 | 98 | 19,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 246 | −13,38 | 23 | 4,76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 108 | −10,35 | 287 | 9,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 81 963 | −2,55 | 7 568 | 18,81 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 932 | −0,61 | 271 | 21,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 30 545 | −0,49 | 2 821 | 21,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 511 | −3,45 | 786 | 17,69 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 272 | −6,81 | 210 | 13,59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 14 207 | −2,63 | 1 312 | 18,64 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16 652 | −8,77 | 1 538 | 10,34 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 445 | −96,94 | 226 | 181,25 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 491 | −2,96 | 45 | 18,42 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 580 | −2,57 | 423 | 18,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 142 | −0,17 | 7 031 | 21,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 14 148 | −0,46 | 1 306 | 21,38 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 14 825 | −1,85 | 1 369 | 19,69 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10 359 | −2,30 | 957 | 19,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 603 | −20,96 | 702 | −3,57 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25 348 | −0,80 | 2 341 | 20,93 | ||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 222 | −0,11 | 4 822 | 21,80 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 027 | −3,39 | 5 174 | 17,78 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 15 811 | −3,52 | 1 460 | 17,57 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 048 | −30,95 | 374 | −15,80 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 370 | −20,60 | 34 | −5,71 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4 938 | −0,02 | 456 | 21,93 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 99 | −1,00 | 9 | 28,57 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 394 | −6,38 | 867 | 14,23 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3 600 | −8,86 | 332 | 11,04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 974 | −13,33 | 367 | 5,48 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16 157 | −5,83 | 1 492 | 14,69 | ||||
| 2025-08-11 | 13F | Eq Llc | 31 143 | −8,12 | 2 876 | 12,00 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 7 811 | −5,98 | 721 | 14,63 | ||||
| 2025-05-13 | 13F | Bulltick Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 505 | −13,08 | 47 | 4,55 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 20 747 | −3,01 | 1 916 | 18,21 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 172 | −10,47 | 89 | −20,00 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 258 | −0,08 | 763 | 21,92 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17 807 | −0,90 | 1 644 | 20,88 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168 601 | −30,97 | 15 569 | −15,84 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 119 | −58,82 | 11 | −52,38 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 874 | −5,54 | 172 | 14,00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 33 946 | −1,44 | 3 | 50,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 154 529 | −10,13 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6 228 | −2,69 | 575 | 18,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 877 | −6,64 | 450 | 13,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16 569 | −1,71 | 1 530 | 19,83 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 242 | −7,41 | 853 | 12,83 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 25 550 | −26,09 | 2 359 | −9,89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 013 | −47,96 | 1 299 | −36,34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60 299 | −2,99 | 5 568 | 18,29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 40 312 | −1,49 | 3 707 | 19,66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 945 608 | −0,96 | 87 281 | 20,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67 648 | −15,37 | 6 247 | 3,19 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 814 | −2,35 | 537 | 19,11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 702 | −0,58 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25 172 | −5,21 | 2 324 | 15,56 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 11 972 | −16,07 | 1 106 | 2,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 817 228 | −3,70 | 75 463 | 17,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 514 | −3,12 | 232 | 5,94 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 505 | −4,82 | 416 | 16,20 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3 295 | −6,18 | 304 | 14,72 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 131 603 | −1,35 | 12 152 | 20,27 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69 699 | −8,18 | 6 436 | 11,93 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 623 | −1,01 | 335 | 20,58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 914 | −32,94 | 89 | −13,59 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22 580 | −16,94 | 2 085 | 1,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 419 | −54,90 | 223 | −45,07 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 91 364 | −4,00 | 8 437 | 17,04 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39 287 | −0,12 | 3 628 | 21,75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 738 | −5,64 | 530 | 15,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 39 979 | −4,43 | 3 692 | 16,51 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 910 | −1,95 | 176 | 19,73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28 399 | −20,83 | 2 622 | −3,46 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 926 | −8,03 | 363 | 12,07 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 22 216 | −8,92 | 2 051 | 11,04 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2 762 | −5,38 | 255 | 15,38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 105 | −6,43 | 379 | 14,16 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 839 | −18,28 | 354 | −0,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 864 | −25,12 | 357 | −8,72 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6 076 | −13,82 | 561 | 5,25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30 494 | −1,07 | 2 816 | 20,61 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 22 343 | −1,76 | 2 063 | 35,28 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 140 | −74,73 | 382 | −69,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 326 749 | −4,92 | 214 852 | 15,92 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 675 | −1,99 | 436 | 20,78 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 882 | −7,18 | 636 | 13,19 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 595 | −4,46 | 332 | 16,14 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 200 393 | −0,08 | 18 496 | 21,77 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12 355 | −0,48 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 222 | −26,67 | 298 | −10,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 28 749 | −1,45 | 2 177 | −11,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 489 | −7,27 | 1 153 | 13,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 13 574 | −6,30 | 1 253 | 14,22 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 24 328 | −0,82 | 2 246 | 20,95 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2 811 | −1,06 | 260 | 20,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 958 | −57,96 | 181 | −49,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 070 526 | −0,74 | 98 852 | 21,02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 39 385 | −9,58 | 3 637 | 10,25 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4 901 | −8,38 | 447 | 10,92 | ||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 77 054 | −2,70 | 6 445 | 0,88 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 88 090 | −10,61 | 8 134 | 8,99 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 267 | −4,62 | 2 518 | 16,26 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 853 | −3,35 | 4 419 | 17,81 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13 134 | −1,89 | 1 213 | 19,64 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 35 238 | −1,11 | 3 254 | 20,57 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 444 | −24,36 | 226 | −7,79 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3 683 | −0,32 | 340 | 21,86 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2 790 | −49,75 | 258 | −38,81 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 5 482 | −5,86 | 506 | 14,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 008 | −5,68 | 1 293 | 15,04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 785 | −20,77 | 165 | −3,53 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 64 519 | −0,37 | 5 958 | 21,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 600 | −28,21 | 517 | −12,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21 603 | −46,76 | 1 989 | −35,35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 561 | −0,14 | 1 | |||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5 539 | −11,84 | 511 | 7,58 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 660 | −15,29 | 246 | 3,38 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37 071 | −27,77 | 3 423 | −11,94 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 75 791 | −1,91 | 6 999 | 19,58 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 500 | −22,22 | 323 | −5,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 944 | −0,47 | 1 195 | 21,32 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 868 | −4,93 | 542 | 15,85 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 54 527 | −33,49 | 5 035 | −18,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 553 496 | −0,91 | 51 110 | 20,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 840 | −62,20 | 632 | −58,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 022 | −9,14 | 279 | 11,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 005 608 | −0,11 | 92 858 | 21,79 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 22 790 | −18,82 | 2 104 | −1,03 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 34 347 | −10,24 | 3 172 | 0,41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 294 | −6,60 | 2 336 | 13,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 630 | −3,70 | 2 182 | 17,44 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 11 451 | −89,13 | 1 057 | −86,75 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 877 013 | −26,34 | 80 983 | −10,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 300 | −19,51 | 305 | −1,94 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 407 702 | −6,42 | 38 | 15,63 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 650 | −5,85 | 891 | 14,82 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 36 645 | −38,30 | 3 384 | −24,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 266 994 | −1,64 | 24 654 | 19,92 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16 133 | −0,06 | 1 490 | 10,71 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7 045 | −0,20 | 651 | 21,72 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 19 180 | −16,24 | 1 771 | 2,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 946 863 | −50,92 | 87 433 | −40,16 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 834 | −13,40 | 77 | 6,94 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 91 542 | −8,87 | 8 453 | 11,09 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106 432 | −62,76 | 9 828 | −54,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 833 | −93,63 | 77 | −92,32 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 8 006 | −3,26 | 739 | 18,05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 |
