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 | Wiley Bros.-aintree Capital, Llc | 5 846 | −7,35 | 2 140 | 9,97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34 944 | −0,20 | 12 795 | 18,19 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | HCMGX - HCM Tactical Growth Fund Class A Shares | 935 707 | −18,47 | 342 628 | −3,35 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 71 | −17,44 | 26 | −3,85 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12 130 | −50,85 | 4 442 | −37,21 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11 614 | −9,44 | 4 252 | 7,37 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 837 | −12,17 | 0 | |||||
| 2025-05-12 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 2 621 | −98,17 | 960 | −97,83 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Maia Wealth LLC | 870 | −6,05 | 319 | 13,98 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 34 850 | −0,37 | 12 761 | 18,10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 918 | −81,63 | 336 | −78,22 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 135 655 | −3,08 | 49 673 | 14,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | −15,56 | 4 174 | 0,12 | |||
| 2025-07-15 | 13F | Mather Group, Llc. | 46 313 | −3,31 | 16 958 | 14,63 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 33 597 | −7,66 | 12 302 | 9,48 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 216 | −55,23 | 445 | −46,90 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 650 | −0,30 | 970 | 18,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80 608 | −2,18 | 29 516 | 15,96 | ||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13 999 | −4,01 | 5 131 | 2,46 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 1 488 | −2,55 | 545 | 15,50 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 78 247 | −0,07 | 28 652 | 18,47 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 724 | −14,23 | 1 730 | 1,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 384 074 | −2,16 | 140 637 | 15,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 276 | −7,18 | 834 | 10,04 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 451 | −6,69 | 531 | 10,63 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 224 | −2,78 | 448 | 15,46 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Ambassador Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 266 200 | −10,97 | 97 474 | 5,54 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 14 628 | −7,01 | 5 356 | 10,25 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 625 | −9,17 | 961 | 7,74 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 19 123 | −0,10 | 7 002 | 18,44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 59 714 | −2,84 | 21 865 | 15,18 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9 109 | −17,35 | 3 336 | −2,03 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2 586 | −3,54 | 947 | 14,25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3 420 | −45,92 | 1 253 | −35,89 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 8 806 | −2,40 | 3 224 | 15,72 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 47 588 | −4,68 | 17 425 | 13,00 | ||||
| 2025-05-13 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 477 | −0,06 | 7 132 | 18,47 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20 670 | −0,24 | 7 569 | 18,27 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 10 470 | −8,85 | 3 834 | 8,03 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 699 | −10,38 | 256 | 6,67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 283 | −30,12 | 104 | −17,60 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 184 | −0,42 | 6 658 | 18,05 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 337 161 | −3,93 | 123 458 | 12,13 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 61 392 | −9,02 | 22 480 | 7,85 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 776 | −35,39 | 284 | −23,24 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 55 558 | −1,87 | 20 365 | 16,45 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 21 366 | −16,72 | 7 823 | 130 283,33 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 9 503 | −9,55 | 3 480 | 7,21 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 667 | −28,78 | 1 343 | −15,60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 981 | −2,63 | 3 655 | 15,41 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 042 | −3,41 | 748 | 14,40 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 19 | −34,48 | 7 | −25,00 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 940 | −8,22 | 1 443 | 8,83 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 486 | −4,62 | 544 | 13,10 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 12 669 | −6,63 | 4 639 | 10,69 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 402 | −0,32 | 1 612 | 18,20 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 967 | −4,92 | 354 | 12,74 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 1 042 | −1,51 | 382 | 27,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 112 | −57,25 | 41 | −48,75 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 7 352 | −14,88 | 2 692 | 0,90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 430 | −35,03 | 1 256 | −23,01 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 347 | −2,09 | 859 | 16,08 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 205 | −3,76 | 75 | 13,64 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 2 380 | −65,27 | 871 | −58,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132 750 | −20,88 | 49 | −5,88 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 269 992 | −21,36 | 465 520 | −6,68 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 61 | −28,24 | 22 | −18,52 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9 741 | −1,41 | 3 567 | 16,88 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 472 | −1,32 | 905 | 17,08 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 415 | −12,38 | 518 | 4,02 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 633 | −2,81 | 964 | 15,31 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 242 | −0,16 | 455 | 18,23 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 018 | −11,23 | 2 206 | 5,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 167 333 | −9,39 | 61 756 | 8,26 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 64 799 | −8,66 | 23 728 | 8,28 | ||||
| 2025-08-27 | NP | HCMEX - HCM Income Plus Fund Class A Shares | 334 258 | −24,99 | 122 395 | −11,08 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 363 | −6,13 | 520 | 22,70 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 646 | −51,00 | 603 | −41,95 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 373 | −0,17 | 27 600 | 18,35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 170 | −2,90 | 428 | 15,05 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 548 | −1,06 | 1 302 | 17,52 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 148 | −1,87 | 1 153 | 16,36 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 106 000 | −3,76 | 38 814 | 14,09 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 4 198 | −25,22 | 1 537 | −11,36 | ||||
| 2025-05-05 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 704 | −0,28 | 255 | 17,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 28 | −12,50 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 781 681 | −2,91 | 286 224 | 14,99 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 2 690 | −3,58 | 985 | 14,29 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 31 291 | −6,21 | 11 458 | 0,01 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 780 | −8,24 | 286 | 8,78 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 47 505 | −1,66 | 17 395 | 16,57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 699 131 | −16,81 | 256 001 | −1,38 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 7 | −30,00 | 3 | −33,33 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 762 | −2,31 | 279 | 2,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 009 | −13,39 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 032 | −1,53 | 378 | 16,72 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 645 | −6,80 | 3 166 | 10,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 672 362 | −3,01 | 246 133 | 14,95 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 830 | −7,26 | 1 424 | 16,93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 6 175 | −1,56 | 2 261 | 16,73 | ||||
| 2025-05-14 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Prospect Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 74 547 | −10,53 | 27 297 | 6,06 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1 940 | −1,92 | 710 | 16,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40 642 | −35,08 | 14 882 | −23,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 597 | −2,21 | 3 880 | 15,92 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 006 | −2,29 | 2 199 | 15,86 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 234 590 | −5,72 | 86 | 11,84 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 519 | −14,18 | 556 | 0,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 400 | −33,33 | 146 | −21,08 | |||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 910 | −1,52 | 333 | 16,84 | ||||
| 2025-04-23 | 13F | Southern Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 2 034 | −1,36 | 745 | 16,98 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 1 123 | −33,19 | 411 | −20,81 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 21 601 | −2,86 | 7 920 | 14,60 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 249 279 | −1,46 | 91 235 | 16,77 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3 614 | −22,18 | 1 323 | −7,74 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 1 763 | −5,27 | 646 | 12,37 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 783 | −2,03 | 653 | 16,01 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4 384 | −1,90 | 1 605 | 16,30 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 847 | −13,92 | 310 | 2,31 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 217 | −41,98 | 79 | −38,28 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 1 595 | −7,54 | 584 | 9,77 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 2 845 | −63,96 | 1 042 | −57,28 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 684 | −0,03 | 7 208 | 18,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 102 429 | −4,53 | 37 506 | 13,18 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 671 | −0,15 | 246 | 18,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 465 | −0,39 | 3 100 | 18,10 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 567 | −77,43 | 3 503 | −73,24 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 55 | −48,11 | 17 | −55,56 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 24 052 | −0,73 | 9 | 14,29 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 937 | −3,30 | 343 | 14,72 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Darden Wealth Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10 698 | −20,32 | 3 918 | −5,55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 945 | −27,30 | 8 785 | −13,65 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 709 | −30,42 | 260 | −17,52 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 938 | −24,72 | 344 | −10,68 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 454 | −2,02 | 532 | 16,16 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13 143 | −2,21 | 4 813 | 15,92 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5 576 | −0,71 | 2 044 | 17,68 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 98 336 | −1,66 | 36 008 | 16,58 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 899 | −2,60 | 329 | 15,44 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 800 | −85,06 | 293 | −82,34 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 477 | −96,55 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 9 043 | −0,51 | 3 311 | 17,96 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 687 | −3,10 | 252 | 15,14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 512 | −2,79 | 2 384 | 15,22 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 005 | −0,28 | 2 565 | 18,26 | ||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 11 606 | −4,11 | 3 585 | −13,76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 223 | −50,00 | 82 | −40,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35 543 | −0,42 | 13 015 | 18,04 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 471 | −5,16 | 539 | 10,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 233 | −2,09 | 4 656 | 20,63 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20 135 | −17,59 | 7 373 | −2,31 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 357 | −18,31 | 110 | −19,71 | ||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 832 | −16,13 | 305 | −0,65 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 440 | −8,63 | 527 | 8,44 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 126 | −11,89 | 39 | −22,45 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 261 800 | −43,30 | 95 863 | −27,56 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 26 245 | −2,45 | 9 610 | 15,64 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2 786 | −6,92 | 1 020 | 10,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 193 418 | −2,47 | 70 830 | 15,62 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 34 876 | −0,77 | 12 771 | 17,63 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 491 | −0,53 | 1 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 511 | −0,69 | 3 849 | 17,71 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 3 741 | −1,32 | 1 370 | 16,91 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 434 | −96,46 | 159 | −95,82 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 304 | −0,25 | 3 407 | 18,22 | ||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 35 | −36,36 | 13 | −25,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 120 | −46,51 | 410 | −36,53 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 89 502 | −1,51 | 32 773 | 16,76 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 10 722 | −4,38 | 3 926 | 13,34 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 653 | −14,19 | 239 | 1,70 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 120 | −1,12 | 4 804 | 17,23 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 861 | −7,14 | 1 048 | 10,09 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 991 | −3,37 | 1 462 | 14,59 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 754 | −10,97 | 1 741 | −5,07 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1 808 | −1,58 | 662 | 16,75 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 598 | −0,69 | 1 318 | 17,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 721 | −11,78 | 3 193 | 4,59 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 44 207 | −0,28 | 16 187 | 18,22 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 160 522 | −5,27 | 58 778 | 12,30 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 867 | −4,71 | 1 418 | 13,09 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 213 | −0,62 | 1 177 | 17,84 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 636 | −4,79 | 233 | 12,62 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 116 | −37,30 | 42 | −26,32 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 905 | −2,48 | 331 | 15,73 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 544 | −31,22 | 565 | −18,47 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1 600 | −12,66 | 586 | 3,54 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 150 | −6,25 | 55 | 10,20 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 641 | −1,78 | 1 699 | 16,45 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 4 327 | −15,95 | 1 584 | −0,38 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 474 | −7,13 | 906 | 10,10 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 90 | −18,18 | 33 | −3,03 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 842 | −6,63 | 1 323 | 9,98 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 065 | −5,59 | 390 | 11,78 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 821 | −1,08 | 301 | 17,19 | ||||
| 2025-08-01 | 13F | Hoffman, Alan N Investment Management | 3 519 | −2,36 | 1 289 | 15,72 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 195 | −0,35 | 1 902 | 18,14 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 745 | −69,63 | 273 | −53,74 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 215 | −6,51 | 5 205 | 10,84 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 22 811 | −35,96 | 8 361 | −24,00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 885 | −3,38 | 690 | 14,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 44 234 | −0,22 | 16 221 | 18,28 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 9 058 | −1,98 | 3 317 | 16,19 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 554 | −23,55 | 2 766 | −9,37 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 6 958 | −86,79 | 2 548 | −84,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 151 | −12,87 | 2 985 | 3,29 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 689 | −6,64 | 212 | −16,60 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 790 | −4,23 | 655 | 13,52 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 174 834 | −1,63 | 64 019 | 16,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3 193 | −70,12 | 1 169 | −64,59 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 964 | −57,23 | 353 | −49,43 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 168 403 | −0,27 | 61 664 | 18,23 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1 323 | −0,45 | 484 | 18,05 | ||||
| 2025-04-16 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 808 | −1,47 | 662 | 16,96 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 780 | −8,24 | 286 | 8,78 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 918 | −6,39 | 2 167 | 10,96 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 903 | −4,42 | 697 | 13,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 632 | −4,97 | 1 330 | 12,63 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 996 | −1,09 | 365 | 17,04 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 28 398 | −1,76 | 10 399 | 16,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 111 983 | −0,18 | 41 | 20,59 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 4 474 | −1,02 | 1 638 | 17,34 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 7 017 | −6,89 | 2 670 | 14,70 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 123 | −24,15 | 1 510 | −10,13 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 881 | −14,74 | 1 787 | 1,07 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 868 | −62,89 | 318 | −56,09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 30 675 | −3,87 | 11 232 | 13,96 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 1 825 | −9,88 | 668 | 6,88 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 655 | −10,27 | 240 | 6,22 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 127 | −18,10 | 413 | −2,83 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 43 069 | −1,63 | 15 771 | 16,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 694 | −49,27 | 3 183 | −41,76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 041 | −2,35 | 381 | 15,81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 664 | −18,24 | 2 440 | −3,06 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 8 740 | −0,24 | 2 486 | −18,84 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4 454 | −2,79 | 1 631 | 15,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 846 | −1,03 | 2 141 | 17,32 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 6 237 | −0,48 | 2 284 | 17,98 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 112 | −3,72 | 407 | 14,33 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 23 713 | −1,05 | 8 683 | 17,31 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 948 | −17,85 | 347 | −2,53 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 2 496 | −12,73 | 771 | −21,59 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 9 897 | −3,77 | 3 624 | 14,11 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 22 269 | −8,13 | 8 110 | 8,45 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 253 | −21,56 | 1 557 | −1,77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 095 | −7,12 | 401 | 9,89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 884 | −7,57 | 1 788 | 9,56 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 160 | −3,36 | 791 | 14,49 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 837 | −94,02 | 2 137 | −92,91 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 531 543 | −2,54 | 194 635 | 15,53 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 827 | −0,89 | 25 569 | 17,49 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 954 190 | −1,96 | 715 566 | 16,23 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 140 | −19,49 | 417 | −4,58 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1 540 | −4,94 | 564 | 12,60 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 331 | −5,87 | 1 586 | 11,54 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 911 | −0,42 | 700 | 18,07 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 677 | −0,44 | 248 | 17,62 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 216 | −7,60 | 445 | 9,61 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 357 827 | −0,56 | 131 025 | 17,89 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 843 | −50,32 | 1 409 | −41,06 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 30 599 | −4,36 | 11 204 | 13,38 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 192 | −51,76 | 70 | −42,62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 844 | −15,27 | 10 928 | 0,44 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 719 | −52,13 | 263 | −43,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 80 507 | −0,53 | 29 479 | 17,92 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 928 | −0,32 | 340 | 18,12 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 452 | −6,22 | 166 | 11,49 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 1 100 | −69,44 | 401 | −63,87 | |||
| 2025-05-06 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 058 | −10,52 | 7 719 | 6,18 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 9 356 | −0,70 | 3 426 | 17,86 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 1 572 | −8,50 | 576 | 3,42 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 858 | −14,37 | 314 | 1,62 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 486 | −15,48 | 178 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 590 | −37,96 | 2 047 | −26,45 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 |
