Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 492 | −0,42 | 229 | 0,00 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13 489 | −14,95 | 687 | −14,89 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 11 633 | −5,61 | 591 | −5,44 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 55 093 | −6,59 | 2 805 | −6,47 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 016 754 | −0,05 | 51 667 | −0,11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43 357 | −4,26 | 2 208 | −4,13 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 5 171 | −49,13 | 263 | −49,03 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 4 528 | −19,24 | 231 | −19,30 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 437 628 | −9,05 | 22 284 | −8,92 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 103 818 | −2,07 | 5 286 | −1,93 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 13 846 | −24,61 | 705 | −24,44 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 24 877 | −22,74 | 1 267 | −22,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 885 | −21,30 | 452 | −21,25 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 83 250 | −6,46 | 4 239 | −6,32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 739 | −7,42 | 394 | −7,29 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 4 200 | −19,23 | 214 | −19,32 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 47 283 | −15,96 | 2 408 | −15,84 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 262 | −11,56 | 2 254 | −11,44 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 32 566 | −0,41 | 1 658 | −0,24 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 26 420 | −1,92 | 1 345 | −1,75 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 43 280 | −1,07 | 2 204 | −0,94 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 189 697 | −1,93 | 9 659 | −1,80 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 964 | −24,90 | 609 | −24,81 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 119 412 | −2,81 | 6 080 | −2,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17 719 | −45,23 | 902 | −45,13 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4 505 | −0,86 | 229 | −0,87 | ||||
| 2025-07-07 | 13F | Trust Co | 354 856 | −10,38 | 18 069 | −10,25 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10 981 | −1,39 | 559 | −1,24 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 30 187 | −6,62 | 1 537 | −6,45 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 13 535 | −44,04 | 690 | −43,71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 902 | −0,67 | 250 | −0,40 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 30 161 | −18,71 | 1 536 | −18,61 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 32 625 | −20,25 | 1 661 | −20,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17 589 | −2,21 | 896 | −2,08 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 161 716 | −1,38 | 8 235 | −1,25 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 103 449 | −0,86 | 5 268 | −0,74 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6 073 | −56,47 | 309 | −56,42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 813 890 | −9,81 | 41 443 | −9,68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 848 | −22,57 | 552 | −22,47 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 37 | −96,43 | 2 | −98,08 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 427 | −23,91 | 582 | −23,85 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 197 265 | −15,85 | 10 045 | −15,73 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 108 104 | −65,34 | 5 497 | −65,33 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 834 | −25,87 | 42 | −26,32 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 397 358 | −1,90 | 20 233 | −1,77 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 35 052 | −3,24 | 1 785 | −3,15 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 18 110 | −4,90 | 922 | −4,75 | ||||
| 2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 95 885 | −33,12 | 4 882 | −33,02 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 10 480 | −14,67 | 534 | −14,58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 102 725 | −1,63 | 5 | 0,00 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16 310 | −5,06 | 830 | −4,93 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 4 232 | −8,18 | 215 | −8,12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 4 659 | −21,05 | 237 | −21,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 504 | −3,63 | 26 | −3,85 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 54 623 | −14,29 | 2 781 | −14,17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 998 | −11,84 | 356 | −11,66 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 99 213 | −0,64 | 5 052 | −0,51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 4 860 | −39,64 | 247 | −39,61 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 14 252 | −2,34 | 726 | −2,29 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 895 | −89,64 | 96 | −89,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 135 978 | −4,84 | 6 914 | −4,58 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 69 702 | −4,34 | 3 549 | −4,21 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 10 945 | −26,76 | 557 | −26,61 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 223 | −5,58 | 1 081 | −5,51 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 84 842 | −1,79 | 4 320 | −1,64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 633 259 | −1,05 | 32 246 | −0,91 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 49 137 | −0,24 | 2 502 | −0,08 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 191 | −4,77 | 1 | |||||
| 2025-07-24 | 13F | U S Global Investors Inc | 15 000 | −23,86 | 764 | −23,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 298 | −51,70 | 15 | −51,61 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 251 529 | −48,61 | 13 | −50,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 37 046 | −11,13 | 1 886 | −11,00 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 16 795 | −1,53 | 855 | −1,38 | ||||
| 2025-07-30 | NP | FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 417 846 | −20,93 | 72 112 | −21,01 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 465 | −54,79 | 126 | −54,87 | ||||
| 2025-08-21 | NP | NEARX - Near-Term Tax Free Fund | 15 000 | −23,86 | 764 | −23,78 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 61 618 | −3,92 | 3 138 | −3,80 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 12 781 | −7,01 | 651 | −6,88 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 16 743 | −51,26 | 853 | −51,20 | ||||
| 2025-08-12 | 13F | Bokf, Na | 99 749 | −1,85 | 5 079 | −1,70 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 019 | −19,14 | 255 | −19,05 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 52 103 | −12,98 | 2 653 | −12,84 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 18 815 | −4,93 | 958 | −4,77 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 11 251 | −1,66 | 573 | −1,55 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99 875 | −4,83 | 5 086 | −4,70 | ||||
| 2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 153 074 | −3,36 | 7 795 | −3,23 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2 490 | −12,32 | 126 | −12,50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 893 195 | −2,78 | 45 481 | −2,64 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 24 151 | −24,56 | 1 230 | −24,46 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 373 716 | −41,84 | 19 | −40,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 34 548 | −2,32 | 1 759 | −2,17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 32 837 | −3,08 | 1 672 | −2,90 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 14 082 | −5,60 | 717 | −5,41 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 113 012 | −7,47 | 6 | −16,67 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 7 430 | −13,68 | 378 | −13,50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 59 051 | −5,97 | 3 007 | −5,86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 420 493 | −16,23 | 72 332 | −16,11 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 73 184 | −36,40 | 3 727 | −36,31 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 426 216 | −2,41 | 21 703 | −2,27 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 30 575 | −14,94 | 1 557 | −14,83 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 22 832 | −1,79 | 1 163 | −1,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 366 | −9,56 | 426 | −9,36 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6 077 | −2,69 | 309 | −2,52 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 41 413 | −0,02 | 2 109 | 0,09 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 45 879 | −14,75 | 2 336 | −14,62 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 12 562 | −2,16 | 640 | −1,99 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 13 279 | −3,63 | 676 | −3,15 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 66 348 | −2,36 | 3 378 | −2,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 213 251 | −31,29 | 10 859 | −31,20 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 680 488 | −34,38 | 34 650 | −34,29 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 099 | −2,05 | 0 | |||||
| 2025-07-28 | 13F | Capital Management Corp /va | 79 913 | −4,95 | 4 069 | −4,82 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 74 582 | −63,71 | 3 798 | −63,67 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 23 238 | −80,41 | 1 183 | −80,39 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 28 503 | −4,94 | 1 451 | −4,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 28 890 | −5,25 | 1 471 | −4,97 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 8 907 | −19,78 | 454 | −19,68 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 80 268 | −4,52 | 4 087 | −4,38 | ||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8 698 | −9,17 | 442 | −8,68 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 269 | −0,83 | 268 | −0,74 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 9 769 | −28,84 | 497 | −28,84 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 101 230 | −7,19 | 5 155 | −7,07 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 72 672 | −4,39 | 3 700 | −4,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 978 | −19,06 | 1 425 | −18,95 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 14 265 | −31,45 | 726 | −31,38 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 29 653 | −12,47 | 1 510 | −12,37 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 47 430 | −15,35 | 2 415 | −15,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 42 214 | −11,29 | 2 150 | −11,16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 35 025 | −11,83 | 1 783 | −11,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 404 826 | −5,95 | 20 614 | −5,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 798 | −13,03 | 295 | −12,98 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 504 | −49,85 | 26 | −50,98 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 229 429 | −51,79 | 11 682 | −51,73 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 26 892 | −12,67 | 1 369 | −12,52 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 42 920 | −2,62 | 2 183 | −2,37 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 633 | −4,94 | 1 051 | −4,81 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18 405 | −34,60 | 937 | −34,52 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Kooman & Associates | 29 177 | −10,68 | 1 486 | −10,60 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 61 452 | −11,04 | 3 129 | −10,91 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7 588 | −20,29 | 386 | −20,25 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 68 698 | −0,67 | 3 498 | −0,51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8 501 | −54,00 | 433 | −53,99 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2 174 | −18,15 | 111 | −17,91 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 6 738 | −18,07 | 343 | −17,94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10 147 | −0,49 | 1 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 40 237 | −3,23 | 2 049 | −3,12 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 5 966 | −13,56 | 304 | −13,43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 48 870 | −5,44 | 2 488 | −5,29 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 109 326 | −1,49 | 5 567 | −1,36 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 5 980 | −76,39 | 304 | −76,40 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 44 790 | −15,63 | 2 281 | −15,52 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 482 | −56,84 | 1 196 | −56,80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 22 550 | −0,45 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 15 963 | −0,96 | 813 | −0,85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 144 281 | −7,83 | 7 347 | −7,71 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 111 763 | −14,57 | 5 691 | −14,46 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 425 380 | −27,37 | 21 660 | −27,27 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 15 144 | −24,45 | 771 | −24,34 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 44 715 | −58,78 | 2 277 | −58,73 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 591 934 | −0,59 | 30 079 | −0,66 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130 822 | −3,79 | 6 661 | −3,66 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7 006 | −0,47 | 357 | −0,28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 73 | −10,98 | 4 | −25,00 | ||||
| 2025-05-08 | 13F | FOCUS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 10 767 | −2,68 | 548 | −2,49 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213 902 | −14,36 | 10 892 | −14,24 | ||||
| 2025-04-25 | 13F | Intelligence Driven Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 249 001 | −43,87 | 12 679 | −43,79 |
