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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Greenline Partners, LLC | 2 784 | −3,30 | 626 | 8,12 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 844 | −0,03 | 2 439 | 11,68 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 208 041 | −0,79 | 47 180 | 15,84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 497 | −0,13 | 10 008 | 11,55 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22 405 | −9,24 | 5 039 | 1,37 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 433 | −3,72 | 1 222 | 7,57 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 545 | −32,71 | 797 | −24,81 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 6 456 | −3,77 | 1 452 | 7,48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 24 724 | −14,87 | 5 561 | −4,91 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 2 543 | −31,16 | 572 | −23,15 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 423 464 | −0,70 | 95 246 | 10,91 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 131 962 | −0,21 | 29 681 | 11,46 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9 135 | −0,20 | 2 055 | 11,45 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1 482 | −0,07 | 333 | 11,74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 275 | −0,17 | 1 186 | 11,47 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44 118 | −4,14 | 9 923 | 7,07 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 4 402 | −8,96 | 990 | 1,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 244 | −14,83 | 1 404 | −4,88 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 993 | −63,76 | 223 | −59,53 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 574 | −1,87 | 354 | 9,94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 300 | −65,79 | 292 | −61,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 596 | −1,04 | 2 833 | 10,53 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 933 | −1,05 | 660 | 10,57 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 581 | −0,50 | 1 030 | 11,11 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 33 880 | −4,13 | 7 620 | 7,10 | ||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 154 584 | −12,54 | 30 962 | −19,78 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4 327 | −2,28 | 976 | 9,43 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 69 702 | −3,84 | 15 677 | 7,40 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 40 361 | −5,10 | 9 078 | 5,99 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 877 | −96,39 | 5 454 | 11,35 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1 200 | −11,11 | 270 | −0,74 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 12 415 | −0,57 | 2 792 | 11,06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 147 | −2,33 | 933 | 9,01 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 1 175 | −17,95 | 264 | −8,33 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27 394 | −1,05 | 6 161 | 10,51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 18 560 | −1,17 | 4 175 | 10,39 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 981 | −4,93 | 1 799 | 6,45 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 532 | −45,61 | 576 | −38,63 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 163 393 | −0,04 | 36 750 | 11,64 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 046 | −12,94 | 460 | −2,75 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118 638 | −2,47 | 26 684 | 8,94 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 6 456 | −7,37 | 1 452 | 3,49 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 200 | −2,09 | 495 | 9,29 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 147 | −4,18 | 258 | 7,05 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 612 | −28,19 | 1 262 | −19,77 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 73 334 | −1,10 | 16 494 | 10,46 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 71 | −7,79 | 16 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 010 | −8,86 | 1 127 | 1,81 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 027 | −37,83 | 231 | −30,72 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 9 836 | −6,96 | 2 212 | 3,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 837 | −1,63 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 2 285 | −0,13 | 517 | 12,17 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 6 807 | −0,34 | 1 531 | 11,35 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1 105 | −19,34 | 249 | −9,82 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 59 049 | −30,29 | 13 281 | −26,27 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 977 | −7,92 | 445 | 2,78 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 72 287 | −0,39 | 16 259 | 11,25 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 39 739 | −3,94 | 8 938 | 7,29 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 427 145 | −5,11 | 96 040 | 5,91 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 587 587 | −1,20 | 132 160 | 10,35 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 631 | −5,01 | 367 | 6,09 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 966 | −23,40 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 717 | −1,55 | 5 784 | 9,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 616 | −62,64 | 363 | −58,28 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 986 | −9,62 | 222 | 0,91 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 | −55,17 | 6 | −54,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23 022 | −1,87 | 5 178 | 9,61 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 37 605 | −3,70 | 8 458 | 7,57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 200 | −43,59 | 495 | −37,07 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 92 218 | −5,97 | 20 742 | 5,02 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 351 | −26,07 | 473 | −30,03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 197 881 | −1,42 | 44 507 | 10,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 464 | −0,92 | 5 516 | 10,92 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 9 294 | −0,34 | 2 090 | 11,29 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 350 | −12,72 | 79 | −2,50 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 053 | −6,89 | 912 | 4,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8 430 | −1,04 | 2 | 0,00 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 1 771 | −1,34 | 398 | 10,25 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 20 422 | −3,57 | 4 593 | 7,69 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 1 875 | −10,37 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 29 076 | −0,81 | 6 540 | 10,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 588 | −16,52 | 3 506 | −6,76 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2 362 | −0,34 | 533 | 11,53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 372 | −17,57 | 1 208 | −7,93 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 040 | −0,05 | 459 | 11,44 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1 718 | −0,64 | 386 | 10,92 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 70 796 | −4,39 | 15 923 | 6,79 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 491 | −5,82 | 573 | 7,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 290 | −27,77 | 2 331 | −18,79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 3 941 | −81,05 | 886 | −40,78 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | −71,08 | 32 | −67,35 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 71 212 | −10,28 | 16 017 | 0,21 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 3 047 | −1,55 | 614 | −6,84 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15 494 | −0,46 | 3 485 | 11,17 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 855 | −0,44 | 3 791 | 11,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 308 | −12,74 | 1 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 21 679 | −33,06 | 4 342 | −38,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 988 | −3,13 | 22 049 | 8,17 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 664 | −6,16 | 599 | 4,90 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 135 | −10,63 | 1 155 | −0,17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 643 | −89,81 | 1 494 | −88,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 385 | −59,56 | 87 | −54,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 170 | −1,52 | 236 | −6,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 922 | −45,93 | 657 | −39,61 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 10 939 | −1,59 | 2 476 | 8,65 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11 492 | −18,40 | 2 591 | −8,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 614 | −0,09 | 2 612 | 11,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 825 | −0,70 | 635 | 10,82 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22 960 | −1,05 | 5 177 | 10,79 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 97 864 | −0,19 | 22 011 | 11,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270 624 | −0,85 | 60 869 | 10,75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 191 | −0,25 | 268 | 11,25 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 18 484 | −1,26 | 4 158 | 10,29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 920 | −11,45 | 207 | −0,96 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 113 | −18,61 | 475 | −9,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 333 | −8,45 | 300 | −3,24 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 146 234 | −17,18 | 29 289 | −24,04 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 400 | −67,93 | 314 | −62,78 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 3 629 | −1,95 | 816 | 9,53 | ||||
| 2025-04-21 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 860 | −18,87 | 193 | −9,39 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 1 323 | −90,33 | 298 | −89,22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 964 | −2,48 | 2 241 | 8,95 | ||||
| 2025-05-15 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25 439 | −1,57 | 5 722 | 9,93 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 426 | −0,21 | 546 | 11,45 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 145 990 | −5,42 | 32 836 | 5,64 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 442 | −9,21 | 2 124 | 1,38 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6 245 | −34,27 | 1 405 | −26,61 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 155 119 | −13,39 | 31 069 | −20,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894 | −94,91 | 201 | −94,32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35 364 | −3,61 | 7 954 | 7,68 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 038 | −77,31 | 1 | −100,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 165 799 | −4,63 | 37 292 | 6,51 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 986 | −9,62 | 222 | 0,91 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 295 | −41,45 | 741 | −35,28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 036 | −1,33 | 234 | 10,43 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 620 | −2,56 | 814 | 8,82 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 721 | −2,82 | 404 | 14,12 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 715 | −1,15 | 3 085 | 10,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 192 | −3,52 | 43 | 7,50 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 13 565 | −6,87 | 3 051 | 4,02 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 409 | −93,69 | 1 217 | −92,95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 877 | −2,58 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 395 | −51,95 | 89 | −46,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154 351 | −2,57 | 31 083 | −7,74 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 13 071 | −25,86 | 2 940 | −17,21 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1 502 | −0,33 | 338 | 11,22 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 488 | −0,87 | 335 | 10,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 778 | −1,77 | 400 | 9,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 247 | −5,34 | 5 230 | 5,74 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 511 | −2,33 | 565 | 9,09 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 415 956 | −0,23 | 93 557 | 11,44 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 200 | −8,57 | 720 | 2,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 917 | −3,35 | 4 705 | 7,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 575 618 | −0,29 | 354 388 | 11,36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 638 | −20,68 | 368 | −11,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 565 | −28,23 | 2 151 | −19,41 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 789 | −23,22 | 2 427 | −14,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 875 | −0,94 | 10 543 | 10,64 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 270 | −5,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 243 | −2,18 | 504 | 9,33 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 344 | −69,00 | 302 | −65,41 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 533 | −98,91 | 120 | −98,79 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 280 | −0,51 | 2 087 | 11,13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 |
