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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Joel Adams & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100 731 | −14,87 | 7 788 | −5,73 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 276 | −17,86 | 21 | −8,70 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 427 103 | −2,09 | 33 019 | 8,43 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 237 | −8,25 | 405 | 1,51 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 33 872 | −4,89 | 2 619 | 5,31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7 923 | −0,84 | 613 | 9,87 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 58 893 | −1,50 | 4 553 | 9,06 | ||||
| 2025-07-17 | 13F | SWS Partners | 11 236 | −2,94 | 869 | 7,43 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 164 979 | −2,04 | 12 755 | 8,49 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 83 527 | −2,80 | 6 458 | 7,63 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 062 | −5,28 | 623 | 4,88 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 7 128 | −0,24 | 551 | 10,64 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 45 911 | −2,27 | 3 205 | 3,19 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 35 537 | −3,87 | 2 747 | 6,47 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 813 228 | −1,16 | 62 871 | 9,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4 857 | −11,11 | 375 | −1,57 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 112 | −1,09 | 2 483 | 9,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 373 | −0,71 | 570 | 9,85 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 256 235 | −3,17 | 19 810 | 7,23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 900 | −2,49 | 224 | 8,21 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 705 | −24,06 | 364 | −15,97 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 33 566 | −15,58 | 2 595 | −6,52 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 1 206 271 | −1,05 | 93 257 | 9,58 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 14 203 | −1,42 | 1 098 | 9,25 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 14 947 | −4,03 | 1 156 | 6,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 894 | −39,80 | 301 | −33,26 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 6 060 | −6,81 | 469 | 3,31 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 10 442 | −18,08 | 807 | −9,22 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 21 009 | −17,88 | 1 624 | −9,02 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 758 | −2,44 | 678 | 8,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 45 885 | −21,29 | 3 547 | −12,83 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 160 671 | −3,22 | 12 421 | 7,18 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 44 259 | −7,79 | 3 422 | 2,12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 126 048 | −1,11 | 9 745 | 9,51 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 17 256 | −2,15 | 1 334 | 8,37 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 526 847 | −1,19 | 118 041 | 7,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 48 011 | −0,57 | 3 712 | 10,12 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 7 638 | −69,06 | 590 | −65,76 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 844 409 | −1,19 | 65 281 | 9,43 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 189 896 | −1,55 | 14 681 | 9,02 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 6 041 | −7,35 | 467 | 2,64 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 46 119 | −4,09 | 3 565 | 6,23 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 6 313 | −17,86 | 488 | −9,63 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2 973 | −19,99 | 230 | −11,58 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 5 043 | −18,13 | 390 | −9,53 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 149 794 | −7,37 | 11 581 | 2,58 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6 927 | −0,10 | 536 | 10,54 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 2 604 706 | −2,27 | 201 370 | 8,23 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 3 006 | −8,60 | 232 | 1,31 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 562 | −91,04 | 1 822 | −90,08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 525 | −5,99 | 195 | 4,28 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 21 396 | −9,48 | 1 494 | −7,61 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 57 701 | −1,11 | 4 461 | 9,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 69 359 | −6,63 | 5 317 | 2,55 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 115 | −0,42 | 241 | 10,09 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 953 094 | −10,79 | 73 684 | −1,21 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12 674 | −18,03 | 980 | −9,27 | ||||
| 2025-05-13 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 765 | −0,28 | 136 | 10,57 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 6 774 | −0,47 | 524 | 10,11 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 30 454 | −2,87 | 2 354 | 7,59 | ||||
| 2025-05-13 | 13F | Amica Retiree Medical Trust | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 486 | −1,02 | 38 | 8,82 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 31 734 | −3,59 | 2 453 | 6,79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31 664 | −1,41 | 2 448 | 9,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 40 717 | −0,37 | 3 148 | 10,30 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 29 | −42,00 | 2 | −33,33 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 24 266 | −7,73 | 1 876 | 2,18 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 12 377 | −1,89 | 1 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 000 | −48,05 | 77 | −42,54 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 42 900 | −0,58 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 1 515 241 | −0,06 | 117 143 | 10,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 76 486 | −0,49 | 5 913 | 10,21 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 678 | −7,66 | 590 | 1,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 4 792 | −20,69 | 370 | −12,11 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 192 486 | −9,73 | 14 881 | −0,03 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 367 | −5,90 | 28 | 3,70 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10 819 | −0,20 | 836 | 10,58 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 59 717 | −2,76 | 4 617 | 7,67 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 12 114 | −0,17 | 937 | 10,51 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 10 985 | −9,18 | 849 | 0,59 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 457 941 | −5,80 | 35 403 | 4,32 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 54 459 | −84,93 | 4 | −84,00 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 6 484 | −11,53 | 501 | −1,96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 82 907 | −8,40 | 6 410 | 1,44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22 800 | −0,33 | 1 763 | 10,40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 50 036 | −20,28 | 4 | −25,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 768 | −2,65 | 4 311 | 7,80 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 768 418 | −3,60 | 136 720 | 6,73 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 736 | −4,56 | 443 | 5,73 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 8 550 | −4,87 | 661 | 5,42 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 127 400 | −12,32 | 87 159 | −2,90 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 23 815 | −1,65 | 1 841 | 8,93 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 13 776 | −2,33 | 1 065 | 8,23 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 848 | −13,91 | 220 | −4,35 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 41 324 | −3,68 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 770 | −12,86 | 833 | −3,48 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4 754 | −56,88 | 367 | −52,28 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 4 055 | −0,17 | 313 | 10,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 880 514 | −1,94 | 68 073 | 8,60 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 13 483 | −6,45 | 1 042 | 3,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 788 647 | −3,55 | 524 830 | 6,81 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 875 | −0,14 | 222 | 10,45 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 34 399 | −8,30 | 2 659 | 1,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 527 | −16,94 | 428 | −6,77 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 277 | −0,31 | 640 | 10,36 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 773 338 | −1,00 | 59 787 | 9,63 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 243 | −2,20 | 251 | 8,23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 6 931 | −14,42 | 536 | −5,31 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17 473 | −1,57 | 1 351 | 8,96 | ||||
| 2025-04-25 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36 034 | −5,15 | 2 786 | 5,02 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 512 | −4,89 | 349 | 5,14 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15 121 | −2,10 | 1 055 | 3,23 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 22 979 | −10,94 | 1 777 | −1,39 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 235 955 | −2,85 | 18 242 | 7,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23 924 | −35,93 | 2 | −50,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 9 760 | −6,02 | 755 | 4,14 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 47 125 | −1,10 | 3 643 | 9,53 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 57 629 | −0,90 | 4 455 | 9,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 517 985 | −1,84 | 40 045 | 8,71 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 4 445 | −10,60 | 344 | −1,15 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 13 169 | −1,29 | 1 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 47 704 | −0,42 | 3 688 | 12,86 | ||||
| 2025-04-17 | 13F | Lockerman Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 16 873 | −6,99 | 1 304 | 3,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 457 | −7,29 | 1 272 | 2,25 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 23 350 | −21,71 | 1 805 | −13,30 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 41 889 | −53,98 | 3 238 | −49,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22 401 | −1,93 | 1 732 | 8,59 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 40 401 | −23,96 | 3 123 | −15,78 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 38 459 | −2,96 | 2 973 | 7,48 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 24 761 | −1,30 | 1 914 | 12,46 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 8 447 | −2,61 | 653 | 7,93 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 71 154 | −50,75 | 5 524 | −45,23 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 9 341 | −1,12 | 722 | 13,17 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 136 894 | −14,32 | 11 | −9,09 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 11 787 | −1,28 | 911 | 9,36 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 9 157 | −7,81 | 708 | 2,02 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7 296 | −3,21 | 1 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 26 716 | −0,71 | 2 068 | 4,71 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 43 929 | −14,35 | 3 396 | −5,14 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4 113 | −3,54 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 22 381 111 | −1,01 | 1 730 284 | 9,62 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 7 654 | −10,27 | 592 | −0,67 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 490 | −21,35 | 38 | −13,95 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 37 060 | −44,89 | 3 | −50,00 | ||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 23 911 | −1,39 | 1 849 | 9,22 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 111 414 | −5,76 | 8 613 | 4,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 040 | −2,10 | 699 | 8,39 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 705 | −7,08 | 209 | 2,96 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 37 839 | −45,45 | 2 925 | −39,59 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 27 477 | −2,36 | 2 124 | 8,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34 340 | −5,07 | 2 655 | 5,11 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 219 840 | −0,65 | 16 996 | 10,03 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 47 905 | −1,16 | 3 704 | 9,46 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 10 924 | −0,70 | 845 | 9,90 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 181 | −7,13 | 323 | 2,87 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 5 538 | −6,83 | 428 | 3,38 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 84 484 | −9,53 | 6 531 | 0,20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 228 542 | −0,40 | 17 669 | 10,31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23 802 | −1,07 | 1 840 | 9,59 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 446 500 | −6,78 | 34 519 | 3,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 731 202 | −3,78 | 40 146 | −24,32 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 19 741 | −14,89 | 1 526 | −5,74 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 35 090 | −0,44 | 2 713 | 10,24 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 017 | −0,31 | 467 | 10,93 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 31 182 | −13,01 | 2 411 | −3,68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 19 811 | −15,11 | 1 532 | −6,02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 823 | −12,62 | 1 223 | −3,24 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15 878 | −33,50 | 1 228 | −26,35 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 69 366 | −8,25 | 5 363 | 1,61 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 47 436 | −11,16 | 3 667 | 122 133,33 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 39 717 | −8,01 | 3 071 | 1,89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 36 941 | −15,52 | 2 856 | −6,45 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 296 | −6,69 | 332 | 3,43 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22 292 | −22,66 | 1 723 | −14,36 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 5 696 | −47,78 | 440 | −42,18 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 299 352 | −0,99 | 20 898 | 4,50 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 34 841 | −4,73 | 2 694 | 5,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 45 684 | −49,51 | 3 532 | −44,09 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35 388 | −9,56 | 2 736 | 0,15 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 5 833 | −67,19 | 451 | −63,74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 39 081 | −39,10 | 3 021 | −32,57 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4 255 | −6,93 | 329 | 2,82 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 16 378 | −70,93 | 1 150 | −70,76 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 26 942 | −0,33 | 2 083 | 10,33 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 5 703 | −10,85 | 441 | −1,35 | ||||
| 2025-05-09 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 27 190 | −3,05 | 2 102 | 7,41 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 657 | −1,16 | 515 | 9,36 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 1 689 642 | −1,31 | 130 626 | 9,29 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4 753 | −2,54 | 367 | 7,94 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 188 232 | −1,90 | 14 552 | 8,65 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 872 962 | −8,34 | 222 109 | 1,50 | ||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 81 803 | −1,21 | 6 324 | 9,41 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49 554 | −3,86 | 3 852 | 10,79 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 143 941 | −2,95 | 11 128 | 7,48 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 28 936 | −0,78 | 2 237 | 9,93 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 547 600 | −16,09 | 42 335 | −7,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 367 587 | −9,42 | 28 595 | 0,94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 943 | −4,28 | 1 155 | 6,06 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 29 041 | −1,17 | 2 245 | 9,03 | ||||
| 2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 50 323 | −8,05 | 3 890 | 1,83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 54 704 | −10,61 | 4 229 | −0,98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 126 177 | −3,51 | 164 375 | 6,86 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 7 274 | −4,59 | 562 | 5,64 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 91 339 | −0,11 | 7 061 | 10,62 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 12 475 | −19,95 | 964 | 1 202,70 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 811 | −1,10 | 63 | 8,77 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 126 530 | −12,87 | 9 782 | −3,50 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 003 | −13,17 | 309 | −0,96 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 6 178 | −16,36 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 248 417 | −11,05 | 19 205 | −1,49 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 212 425 | −2,02 | 171 043 | 8,51 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 12 543 | −3,85 | 970 | 6,48 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 12 039 | −8,93 | 931 | 0,87 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 18 427 | −0,88 | 1 425 | 9,79 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 315 662 | −5,11 | 24 404 | 5,09 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 597 600 | −4,99 | 42 991 | −0,07 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 37 748 | −0,20 | 2 918 | 10,45 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 14 657 | −61,67 | 1 133 | −57,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 033 543 | −55,70 | 79 903 | −50,94 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 302 352 | −3,47 | 23 375 | 6,90 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 8 067 | −5,73 | 624 | 4,36 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 15 081 | −11,57 | 1 166 | −2,10 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 5 456 | −4,08 | 422 | 6,05 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 41 482 | −4,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 223 | −0,33 | 326 | 10,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 58 436 | −1,81 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 178 418 | −2,74 | 13 793 | 7,71 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 4 249 | −5,87 | 328 | 4,13 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 11 400 | −3,85 | 899 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 509 291 | −6,55 | 39 373 | 3,49 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 352 | −77,35 | 336 | −73,54 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 6 430 | −13,27 | 497 | −3,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 482 | −3,08 | 192 | 7,30 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 137 176 | −5,28 | 10 605 | 4,91 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 64 672 | −2,82 | 5 000 | 7,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 166 372 | −33,47 | 554 032 | −26,32 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 665 | −10,89 | 825 | −1,32 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 98 093 | −6,58 | 7 584 | 3,45 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3 032 | −1,40 | 238 | 11,21 | ||||
| 2025-07-30 | 13F/A | Alpha Wealth Funds, LLC | 19 018 | −4,36 | 1 470 | 5,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 708 | −19,20 | 3 379 | −10,51 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 14 017 | −22,77 | 1 084 | −14,52 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 209 | −9,01 | 433 | −3,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 105 310 | −23,26 | 8 142 | −15,02 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 976 | −60,74 | 385 | −56,56 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 096 | −2,64 | 239 | 8,14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 522 550 | −1,48 | 40 398 | 9,11 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 285 574 | −8,18 | 22 078 | 1,69 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 4 738 | −8,99 | 366 | 0,83 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 107 786 | −76,30 | 8 333 | −73,76 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 8 299 460 | −3,12 | 641 631 | 7,29 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 133 | −3,62 | 10 | 11,11 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 156 155 | −1,41 | 12 140 | 11,72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 100 735 | −21,38 | 7 788 | −12,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 133 604 | −2,00 | 10 329 | 8,52 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 88 765 | −10,82 | 6 863 | −1,24 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 006 | −5,63 | 78 | 4,05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 153 444 | −2,93 | 11 868 | 7,55 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 194 333 | −6,13 | 15 024 | 3,94 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 103 | −0,54 | 240 | 10,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26 901 | −1,17 | 2 080 | 9,42 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 523 | −1,83 | 1 200 | 8,79 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 300 | −12,02 | 23 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 16 611 | −0,46 | 1 284 | 10,31 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3 063 | −0,26 | 237 | 10,28 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3 053 | −0,72 | 236 | 10,28 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16 707 | −0,72 | 1 292 | 3,78 |
