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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 220 163 | −5,46 | 11 173 | −5,39 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 21 447 | −19,73 | 1 088 | −19,65 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 24 771 | −18,30 | 1 257 | −18,22 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 131 915 | −4,12 | 6 695 | −4,04 | ||||
| 2025-08-28 | NP | PWRAX - Power Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 65 008 | −5,37 | 3 299 | −5,28 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 1 900 | −29,63 | 96 | −29,41 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 152 613 | −0,81 | 7 745 | −0,73 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 606 063 | −47,32 | 31 | −48,28 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11 400 | −28,75 | 579 | −28,73 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 218 040 | −1,80 | 11 057 | −1,79 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 30 997 | −22,69 | 1 573 | −22,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 113 968 | −3,51 | 5 784 | −3,44 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 95 044 | −19,28 | 4 823 | −19,23 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 175 548 | −54,43 | 8 909 | −54,39 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 12 869 | −63,61 | 653 | −63,58 | ||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 114 835 | −0,80 | 5 828 | −0,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 118 019 | −19,60 | 5 980 | −19,40 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 183 614 | −1,03 | 110 818 | −0,95 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 53 223 | −8,79 | 2 701 | −8,72 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 407 042 | −4,15 | 20 657 | −4,07 | ||||
| 2025-05-15 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 46 000 | −7,63 | 2 334 | −7,56 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 511 413 | −14,89 | 76 704 | −14,83 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | AXS Investments LLC | 119 668 | −13,31 | 6 073 | −13,24 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 533 879 | −4,86 | 27 094 | −4,78 | ||||
| 2025-05-14 | 13F | CF Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 127 831 | −39,16 | 6 487 | −39,12 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 96 993 | −3,92 | 4 922 | −3,85 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 77 906 | −7,79 | 3 954 | −7,73 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 6 006 | −93,79 | 305 | −93,80 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 003 | −2,48 | 102 | −2,88 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 7 657 | −6,53 | 389 | −6,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 97 825 | −42,74 | 4 965 | −42,71 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 158 425 | −10,49 | 8 040 | −10,41 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 742 | −46,18 | 545 | −46,15 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 91 767 | −0,06 | 4 657 | 0,02 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 116 240 | −1,07 | 5 899 | −0,99 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5 121 | −61,13 | 260 | −61,23 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 8 906 | −2,50 | 452 | −2,59 | ||||
| 2025-05-06 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 1 048 087 | −28,70 | 53 148 | −28,70 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 025 | −22,58 | 458 | −22,67 | ||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 43 953 | −5,29 | 2 231 | −5,23 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 252 955 | −0,56 | 12 837 | −0,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 499 946 | −0,87 | 25 372 | −0,79 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 92 867 | −1,89 | 4 713 | −1,81 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 15 791 | −72,25 | 801 | −72,25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 797 | −9,09 | 802 | −9,08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 777 | −42,58 | 293 | −42,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 505 | −63,71 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 160 009 | −79,93 | 8 120 | −79,92 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 352 191 | −48,66 | 17 874 | −48,62 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 27 953 | −87,73 | 1 419 | −87,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 251 548 | −4,30 | 12 766 | −4,22 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 2 046 337 | −0,46 | 103 852 | −0,38 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 487 536 | −15,22 | 24 742 | −15,20 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 6 925 | −75,84 | 351 | −75,84 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 13 787 | −71,27 | 700 | −71,27 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 150 736 | −7,76 | 7 650 | −7,70 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 24 789 | −37,68 | 1 258 | −37,63 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 355 308 | −40,57 | 18 032 | −40,53 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 14 937 | −86,77 | 755 | −86,92 | ||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 92 100 | −84,45 | 4 674 | −84,43 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 116 475 | −6,46 | 5 911 | −6,38 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 35 978 | −5,18 | 1 826 | −5,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 453 673 | −35,55 | 23 024 | −35,50 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 29 151 | −42,64 | 1 479 | −42,61 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 13 075 | −13,43 | 664 | −13,33 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 354 | −10,08 | 475 | −9,89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 94 509 | −45,52 | 4 796 | −45,48 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Alpine Global Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 289 | −91,68 | 15 | −92,05 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 306 263 | −0,72 | 15 531 | −0,72 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 29 588 | −99,14 | 1 502 | −99,14 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 105 000 | −4,37 | 5 359 | −4,10 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 479 | −98,06 | 329 | −98,06 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | waypoint wealth counsel | 73 792 | −60,39 | 3 745 | −60,37 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 293 | −72,15 | 15 | −73,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 21 111 323 | −1,63 | 1 071 400 | −1,55 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 30 216 | −39,51 | 1 533 | −39,45 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 571 | −95,72 | 232 | −95,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 895 402 | −21,80 | 45 | −22,41 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 115 922 | −2,60 | 5 883 | −2,52 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 28 355 | −3,42 | 1 439 | −3,29 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 92 836 | −33,56 | 5 | −42,86 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 121 021 | −69,28 | 6 134 | −69,30 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 521 | −8,13 | 382 | −8,19 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 52 942 | −29,55 | 2 687 | −29,54 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34 085 | −0,40 | 1 730 | −0,69 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 758 888 | −12,82 | 38 514 | −12,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 491 835 | −29,48 | 25 | −31,43 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 234 355 | −8,75 | 11 894 | −8,68 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 49 498 | −25,44 | 2 512 | −25,37 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 142 599 | −8,38 | 7 237 | −8,31 | ||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 92 339 | −7,06 | 4 686 | −6,99 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 11 684 | −96,80 | 591 | −96,82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 262 746 | −2,68 | 13 334 | −2,60 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 56 899 | −5,77 | 2 888 | −5,68 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30 549 | −5,67 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 36 195 | −56,55 | 1 837 | −56,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 217 696 | −12,80 | 11 048 | −12,73 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 162 989 | −3,95 | 8 237 | −4,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 741 180 | −10,02 | 342 115 | −9,95 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 18 091 | −70,77 | 917 | −70,69 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 62 352 | −2,95 | 3 164 | −2,86 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 34 303 | −37,09 | 1 741 | −37,07 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 64 617 | −2,50 | 3 279 | −2,41 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14 079 | −20,99 | 715 | −20,93 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 602 991 | −0,42 | 30 602 | −0,34 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 813 | −74,43 | 447 | −74,41 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Laffer Investments | 26 377 | −5,65 | 1 339 | −5,58 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 150 905 | −7,96 | 7 658 | −7,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 180 868 | −52,58 | 9 179 | −52,54 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 39 147 | −5,85 | 1 987 | −5,79 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 925 010 | −6,47 | 199 194 | −6,40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 45 | −40,00 | 2 | −33,33 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Whitford Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 41 682 | −9,28 | 2 115 | −9,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 267 394 | −41,63 | 13 570 | −41,58 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 7 353 | −5,26 | 373 | −5,09 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 33 700 | −2,01 | 1 710 | −1,89 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 94 369 | −2,81 | 4 789 | −2,40 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 84 971 | −0,75 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 141 | −3,15 | 312 | −3,12 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 44 420 | −15,86 | 2 254 | −15,80 | ||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 8 712 | −6,38 | 440 | −7,17 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 178 996 | −4,29 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 197 955 | −10,52 | 10 046 | −10,44 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 621 | −11,58 | 235 | −11,70 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 458 | −84,40 | 23 | −84,46 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 88 249 | −11,65 | 4 479 | −11,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13 511 | −0,68 | 686 | −0,58 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 47 452 | −1,50 | 2 408 | −1,43 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 32 640 | −3,55 | 1 656 | −3,50 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 053 | −11,89 | 256 | −11,72 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16 491 | −80,02 | 837 | −80,02 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 63 244 | −4,61 | 3 210 | −4,52 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 91 203 | −4,71 | 4 629 | −4,64 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 8 408 | −3,57 | 427 | −3,62 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 111 919 | −0,39 | 5 680 | −0,32 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 29 121 | −1,35 | 1 478 | −1,34 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 12 330 | −98,50 | 626 | −98,50 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 1 484 078 | −0,69 | 75 317 | −0,61 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 35 762 | −65,39 | 1 815 | −65,38 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 89 551 | −19,73 | 5 | −20,00 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 218 806 | −0,35 | 11 104 | −0,27 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 000 | −50,00 | 152 | −50,00 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 23 889 | −23,01 | 1 212 | −22,95 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 84 630 | −0,41 | 4 292 | −1,06 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 13 612 | −3,92 | 691 | −3,90 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 27 447 | −2,38 | 1 387 | −3,34 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 73 427 | −0,51 | 3 726 | −0,43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 120 741 | −0,97 | 6 128 | −0,89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 64 681 | −1,06 | 3 283 | −1,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 629 570 | −36,05 | 184 200 | −36,00 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 858 | −74,09 | 856 | −74,08 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 606 217 | −10,47 | 30 766 | −10,40 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 53 605 | −8,40 | 2 720 | −8,32 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 35 860 | −47,18 | 1 820 | −47,17 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Sona Asset Management (us) Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 119 561 | −0,95 | 6 068 | −0,88 | ||||
| 2025-04-24 | 13F | Falcon Wealth Planning | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 27 339 | −55,70 | 1 387 | −55,67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 944 730 | −3,40 | 47 945 | −3,32 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 946 | −3,96 | 48 | −2,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 31 776 | −7,88 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 38 473 | −0,08 | 1 952 | 0,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 179 352 | −0,95 | 9 102 | −0,87 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 37 840 | −22,85 | 1 920 | −22,80 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 109 839 | −10,09 | 5 574 | −10,02 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 935 | −96,04 | 352 | −96,05 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 19 029 | −1,21 | 966 | −1,13 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 173 078 | −64,76 | 8 784 | −64,73 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 23 281 | −16,59 | 1 182 | −16,54 | ||||
| 2025-06-27 | NP | 1ws Credit Income Fund | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88 741 | −10,93 | 4 504 | −10,87 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 15 688 | −14,73 | 796 | −14,59 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 256 315 | −21,16 | 63 758 | −21,10 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 350 | −84,05 | 18 | −84,68 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 038 | −17,78 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 28 001 | −8,61 | 1 421 | −8,50 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 104 651 | −3,68 | 5 307 | −3,68 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 12 516 | −93,12 | 635 | −93,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 839 | −3,08 | 398 | −3,17 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7 929 | −2,07 | 402 | −1,95 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 361 831 | −3,49 | 18 363 | −3,42 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 22 543 | −14,72 | 1 144 | −14,63 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 137 212 | −0,71 | 6 933 | −0,62 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 105 265 | −0,85 | 5 346 | −0,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 49 908 | −21,53 | 2 533 | −21,49 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 631 985 | −0,24 | 32 073 | −0,16 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 249 185 | −48,84 | 12 646 | −48,80 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 673 005 | −5,79 | 34 168 | −5,68 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 649 | −47,96 | 490 | −47,98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 898 | −28,65 | 299 | −28,64 | ||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 69 126 | −57,81 | 3 508 | −57,78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 504 659 | −24,57 | 25 611 | −24,51 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 044 | −11,88 | 205 | −11,64 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 15 261 | −1,00 | 774 | −0,90 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 900 | −76,79 | 46 | −77,04 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13 785 | −2,76 | 700 | −2,65 | ||||
| 2025-08-25 | NP | OIOIX - AXS Income Opportunities Fund Class I | 83 964 | −22,18 | 4 261 | −22,12 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 53 011 | −2,04 | 2 690 | −1,97 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 23 383 | −52,54 | 1 187 | −52,52 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 342 | −67,98 | 17 | −68,52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 87 276 | −1,71 | 4 429 | −1,62 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 203 400 | −11,45 | 10 323 | −11,38 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Knott David M Jr | 495 254 | −10,24 | 25 134 | −10,17 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 82 101 | −25,14 | 4 167 | −25,09 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 126 264 | −1,13 | 6 408 | −1,07 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 340 | −13,16 | 68 | −12,82 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 28 378 | −1,99 | 1 440 | −1,91 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 89 855 | −10,32 | 4 560 | −10,24 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 24 751 | −3,00 | 1 256 | −2,86 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 22 510 | −9,58 | 1 142 | −9,51 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 5 581 | −23,47 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7 763 | −0,17 | 394 | −0,25 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 142 112 | −3,84 | 7 212 | −3,76 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 18 322 | −3,03 | 930 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 1 480 409 | −22,41 | 75 131 | −22,34 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 74 978 | −7,30 | 3 805 | −7,22 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 181 463 | −6,86 | 9 | 0,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Campbell Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-09-10 | 13F | WT Wealth Management | 256 087 | −0,40 | 12 996 | −0,32 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 82 796 | −24,51 | 4 199 | −24,51 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 393 044 | −66,21 | 19 947 | −66,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 860 539 | −12,36 | 43 672 | −12,29 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 817 | −58,19 | 295 | −58,16 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 5 500 | −6,78 | 279 | −6,69 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 72 623 | −46,04 | 3 686 | −46,01 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 254 | −11,30 | 317 | −11,48 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 121 033 | −2,36 | 6 142 | −2,29 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 240 088 | −0,49 | 12 184 | −0,41 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 259 886 | −0,76 | 13 189 | −0,68 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 017 | −85,56 | 204 | −85,60 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 45 572 | −10,76 | 2 313 | −10,70 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 14 461 | −1,83 | 734 | −1,87 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 30 836 | −38,86 | 1 565 | −38,83 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 640 | −10,99 | 32 | −11,11 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 286 | −9,21 | 15 | −6,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 41 754 | −5,39 | 2 119 | −5,32 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 209 424 | −5,75 | 10 628 | −5,68 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 350 | −99,26 | 18 | −99,30 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 6 881 | −34,02 | 349 | −33,90 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6 990 | −0,19 | 355 | 0,57 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 244 449 | −9,64 | 12 374 | −9,13 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 105 375 | −41,49 | 5 348 | −41,49 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 7 178 | −33,28 | 364 | −33,21 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 618 454 | −2,21 | 31 387 | −2,13 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 7 497 | −22,06 | 380 | −21,97 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 98 714 | −30,11 | 5 010 | −30,06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 462 002 | −4,54 | 23 447 | −4,46 | ||||
| 2025-09-18 | NP | JBBB - Janus Henderson B-BBB CLO ETF | 607 419 | −57,16 | 30 851 | −56,95 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 361 372 | −15,67 | 18 340 | −15,66 | ||||
| 2025-05-02 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headinvest, Llc | 217 708 | −1,99 | 11 049 | −1,92 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 153 162 | −4,03 | 7 773 | −3,97 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 147 479 | −2,48 | 7 485 | −2,41 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 53 663 | −51,23 | 2 723 | −51,20 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 11 447 | −2,56 | 581 | −2,52 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 39 896 | −74,33 | 2 025 | −74,31 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 053 852 | −3,44 | 204 963 | −3,72 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 143 817 | −53,10 | 7 299 | −53,06 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 177 501 | −35,91 | 9 008 | −35,86 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 66 663 | −14,10 | 3 383 | −14,03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 43 274 | −27,08 | 2 196 | −27,02 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 38 949 | −4,05 | 1 977 | −3,98 |
