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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Klingman & Associates, LLC | 20 500 | −0,03 | 2 061 | −0,15 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 38 991 | −20,00 | 3 920 | −20,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38 129 | −2,93 | 3 833 | −3,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 382 | −21,02 | 1 546 | −20,92 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 10 633 | −0,79 | 1 069 | −0,93 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 848 | −8,26 | 1 091 | −8,33 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 3 382 | −64,35 | 340 | −64,36 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 70 849 | −77,92 | 7 123 | −77,94 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5 115 | −1,20 | 514 | −1,15 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 139 406 | −41,02 | 14 015 | −41,07 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 201 | −24,85 | 2 835 | −23,87 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 3 907 | −38,58 | 392 | −38,75 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 396 | −0,27 | 643 | −0,31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 527 071 | −9,14 | 52 990 | −9,22 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 31 371 | −8,41 | 3 154 | −8,50 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 28 | −3,45 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 3 884 | −5,04 | 391 | −5,11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41 439 | −9,41 | 4 166 | −9,47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84 433 | −31,68 | 8 488 | −31,74 | ||||
| 2025-04-14 | 13F | One + One Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 299 | −43,29 | 332 | −43,42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 29 813 | −38,86 | 2 997 | −38,71 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 33 698 | −43,03 | 3 388 | −42,61 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12 848 | −1,15 | 1 292 | −1,22 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 11 182 | −23,15 | 1 124 | −23,22 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Wallace Hart LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5 447 | −72,82 | 548 | −72,87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 427 | −22,29 | 445 | −22,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46 374 | −48,17 | 4 662 | −48,21 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 38 714 | −5,23 | 3 892 | −5,19 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 16 122 | −1,59 | 1 621 | −1,70 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 387 | −65,00 | 1 446 | −65,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 667 | −26,89 | 268 | −26,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 123 413 | −35,07 | 12 407 | −35,13 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2 205 | −76,10 | 222 | −76,19 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 901 | −3,45 | 1 | 0,00 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 52 263 | −8,22 | 5 254 | −8,29 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 852 | −13,94 | 186 | −13,89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49 398 | −6,09 | 4 966 | −6,16 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 21 293 | −0,51 | 2 141 | −0,60 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 84 612 | −8,29 | 9 | −11,11 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 41 501 | −1,39 | 4 172 | −1,46 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 362 | −5,48 | 841 | −5,62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 357 | −2,28 | 739 | −2,38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20 183 | −12,99 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 9 870 | −0,69 | 992 | −0,80 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 17 608 | −4,24 | 1 770 | −4,32 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 16 300 | −49,54 | 1 639 | −49,60 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 41 184 | −50,58 | 4 140 | −50,62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4 812 | −8,45 | 484 | −8,52 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 32 149 | −22,65 | 3 232 | −22,70 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50 512 | −5,11 | 5 078 | −5,17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 183 | −19,21 | 320 | −19,19 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 9 336 | −4,70 | 939 | −4,77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 795 | −12,77 | 3 398 | −12,85 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4 750 | −1,04 | 478 | −1,04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 50 714 | −3,63 | 5 099 | −3,72 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 118 372 | −9,03 | 11 901 | −9,10 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 064 | −19,42 | 1 112 | −19,48 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 4 804 | −38,13 | 483 | −38,28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 754 | −19,54 | 277 | −19,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59 469 | −7,30 | 5 979 | −7,39 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 44 928 | −1,58 | 4 509 | −1,83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 434 489 | −4,81 | 43 545 | −5,19 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 13 115 | −1,00 | 1 319 | −1,05 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 23 856 | −7,39 | 2 398 | −7,45 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 304 | −0,08 | 634 | −0,16 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81 663 | −33,69 | 8 210 | −33,75 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9 973 | −28,55 | 1 003 | −28,63 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 22 350 | −3,12 | 2 247 | −3,23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 75 395 | −14,78 | 7 592 | −14,73 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55 852 | −9,83 | 5 615 | −9,90 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 249 | −1,32 | 226 | −1,31 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 3 520 | −68,84 | 353 | −69,01 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 40 759 | −8,41 | 4 | 0,00 | ||||
| 2025-05-01 | 13F | Mitchell Mcleod Pugh & Williams Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 008 | −27,44 | 805 | −27,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 370 197 | −42,83 | 37 | −43,08 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 18 091 | −0,97 | 1 819 | −1,09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 76 171 | −15,21 | 7 657 | −15,29 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22 320 | −25,63 | 2 244 | −25,70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 698 | −4,84 | 1 377 | −4,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 479 600 | −11,06 | 149 | −11,38 | ||||
| 2025-04-10 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9 064 | −5,38 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 116 | −10,10 | 615 | −9,69 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 7 514 | −26,04 | 755 | −26,13 | ||||
| 2025-08-08 | 13F | Creative Planning | 229 419 | −6,72 | 23 065 | −6,79 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 8 176 | −81,42 | 822 | −81,46 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 9 337 | −6,97 | 1 | −100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 517 | −10,11 | 2 264 | −10,20 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 822 | −62,16 | 384 | −62,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 86 175 | −32,94 | 8 664 | −33,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 798 | −0,10 | 482 | −0,21 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 27 188 | −4,47 | 2 733 | −4,54 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 520 | −51,33 | 655 | −51,30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17 779 | −2,74 | 1 787 | −2,83 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22 360 | −4,00 | 2 248 | −4,05 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 79 356 | −25,52 | 7 978 | −25,58 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 61 861 | −22,45 | 6 219 | −22,53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 496 | −1,08 | 351 | −1,13 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 18 109 | −9,89 | 1 821 | −9,99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 574 722 | −13,10 | 57 780 | −13,17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 138 701 | −4,17 | 13 944 | −3,81 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 056 | −9,83 | 508 | −9,93 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 4 385 | −6,90 | 441 | −6,98 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 7 | −69,57 | 1 | −100,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 856 | −1,56 | 488 | −1,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 937 | −5,13 | 1 100 | −5,26 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6 531 | −5,88 | 657 | −6,02 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 12 869 | −4,55 | 1 294 | −4,65 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6 900 | −20,76 | 694 | −20,89 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 10 264 | −6,21 | 1 032 | −6,36 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 24 589 | −2,35 | 2 472 | −2,41 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 985 | −8,36 | 1 305 | −8,42 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4 440 | −12,80 | 446 | −12,89 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 270 | −73,16 | 27 | −73,27 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 32 124 | −6,69 | 3 230 | −6,76 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 17 884 | −0,80 | 1 798 | −0,88 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 4 858 | −10,90 | 488 | −10,95 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7 737 | −27,82 | 778 | −27,92 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 30 097 | −28,39 | 3 026 | −28,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 25 164 | −9,97 | 2 530 | −10,06 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 017 | −0,98 | 203 | −0,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58 494 | −62,10 | 5 869 | −62,20 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12 829 | −0,90 | 1 290 | −1,00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 304 | −0,33 | 31 | 0,00 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 29 572 | −10,45 | 2 973 | −10,51 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 300 490 | −4,15 | 30 210 | −4,23 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 407 | −17,44 | 41 | −18,37 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3 988 | −10,82 | 401 | −10,91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 484 919 | −8,97 | 48 751 | −9,05 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 699 | −77,88 | 270 | −78,00 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8 194 | −5,02 | 824 | −5,18 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 17 285 | −1,00 | 1 738 | −1,08 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 034 | −1,10 | 607 | −1,14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 079 | −3,05 | 108 | −2,70 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 40 855 | −1,58 | 4 107 | −1,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 799 | −37,24 | 281 | −37,28 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7 525 | −8,96 | 757 | −8,69 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 290 591 | −1,01 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 16 913 | −3,09 | 1 700 | −3,13 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4 603 | −2,46 | 463 | −2,53 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40 979 | −10,44 | 4 120 | −10,53 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 56 966 | −5,60 | 5 727 | −5,68 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 388 | −1,76 | 843 | −1,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 268 | −47,52 | 630 | −47,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24 521 | −70,61 | 2 465 | −70,64 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 8 333 | −0,69 | 838 | −0,83 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 6 159 | −1,25 | 619 | −1,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 653 | −32,87 | 1 272 | −32,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 570 | −28,73 | 359 | −28,83 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 133 259 | −12,08 | 13 397 | −12,16 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 7 845 | −1,36 | 789 | −1,50 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 30 598 | −3,70 | 3 076 | −3,75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 64 | −14,67 | 6 | −14,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39 511 | −4,49 | 3 972 | −4,57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5 975 | −41,15 | 601 | −41,23 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 618 365 | −0,41 | 162 702 | −0,50 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 11 979 | −3,85 | 1 204 | −3,91 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 987 | −2,57 | 401 | −2,68 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1 054 | −69,40 | 106 | −69,65 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 3 094 | −61,96 | 311 | −61,98 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 121 | −99,19 | 12 | −99,20 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 172 872 | −39,94 | 17 380 | −40,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4 176 | −5,52 | 420 | −5,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14 319 | −7,27 | 1 440 | −7,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 169 | −40,11 | 1 324 | −40,19 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 708 | −5,91 | 272 | −5,88 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 89 231 | −7,71 | 8 971 | −7,79 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 14 751 | −0,07 | 1 483 | −0,20 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 829 | −34,58 | 687 | −34,67 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 984 | −11,26 | 700 | −11,50 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 161 | −2,49 | 820 | −2,61 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 96 330 | −2,94 | 9 685 | −3,01 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 431 | −2,37 | 647 | −2,42 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 205 238 | −2,88 | 20 634 | −2,97 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 503 | −85,14 | 51 | −85,29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 71 | −74,64 | 7 | −75,00 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 86 173 | −19,85 | 8 663 | −19,91 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36 941 | −0,67 | 3 714 | −0,77 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 138 033 | −4,64 | 13 877 | −4,72 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3 218 | −66,89 | 324 | −66,94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18 412 | −14,07 | 1 851 | −14,15 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 18 164 | −14,69 | 1 826 | −14,75 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 13 887 | −0,71 | 1 396 | −0,29 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 150 | −0,14 | 417 | −0,24 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 15 110 | −11,59 | 1 519 | −11,63 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 199 | −0,50 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31 154 | −11,73 | 3 132 | −11,80 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 65 | −97,08 | 7 | −97,32 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 902 | −23,92 | 191 | −23,90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126 933 | −0,92 | 12 761 | −1,01 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 407 | −35,81 | 745 | −35,92 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 782 | −53,34 | 280 | −53,42 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 146 387 | −0,14 | 14 717 | −0,23 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 102 235 | −0,04 | 10 278 | −0,12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 177 | −1,47 | 1 425 | −1,52 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3 224 | −3,62 | 324 | −3,57 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24 443 | −19,00 | 2 457 | −19,07 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 17 177 | −2,24 | 1 727 | −2,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 342 | −3,50 | 1 | |||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13 700 | −25,54 | 1 377 | −25,61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 100 | −8,73 | 1 016 | −8,47 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 753 | −13,91 | 981 | −13,96 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 70 | −2,78 | 7 | 0,00 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 4 160 | −90,75 | 418 | −90,76 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 579 | −6,24 | 460 | −6,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47 253 | −2,45 | 4 751 | −2,52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4 731 | −82,58 | 476 | −82,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 514 | −66,84 | 52 | −67,10 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26 663 | −1,84 | 2 681 | −1,94 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10 434 | −12,64 | 1 047 | −12,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24 924 | −72,86 | 2 506 | −72,89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 991 | −9,68 | 803 | −9,78 | ||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 56 854 | −0,54 | 5 716 | −0,63 | ||||
| 2025-05-05 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29 834 | −10,97 | 2 999 | −11,04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 6 533 | −4,92 | 657 | −5,07 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 426 | −0,29 | 244 | −0,41 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 68 929 | −6,86 | 6 930 | −6,94 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 462 | −29,72 | 951 | −29,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 536 533 | −24,82 | 53 940 | −24,88 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 | −99,03 | 6 | −99,10 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20 035 | −0,09 | 2 014 | −0,15 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 76 170 | −1,94 | 7 658 | −2,02 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 33 688 | −1,36 | 3 387 | −1,46 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 611 502 | −15,51 | 61 | −15,28 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 20 007 | −16,10 | 2 011 | −16,17 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 181 | −84,52 | 320 | −84,57 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 716 | −79,22 | 72 | −79,19 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 82 854 | −7,90 | 8 330 | −7,98 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 725 | −29,27 | 73 | −30,10 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 28 869 | −28,88 | 2 902 | −28,94 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 751 | −18,84 | 1 081 | −18,92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 562 | −64,26 | 358 | −64,27 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 600 | −10,00 | 362 | −10,20 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 92 624 | −0,07 | 9 312 | −0,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 728 | −79,03 | 1 280 | −79,06 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13 909 | −57,23 | 1 398 | −57,27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6 450 | −3,01 | 648 | −3,14 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61 518 | −12,91 | 6 185 | −12,99 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7 123 | −64,62 | 716 | −64,64 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 974 | −91,41 | 400 | −91,43 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 14 076 | −23,41 | 1 415 | −23,47 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 233 | −2,59 | 627 | −2,64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12 981 | −10,44 | 1 305 | −10,49 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 274 | −43,45 | 1 033 | −43,54 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 001 | −46,44 | 302 | −46,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33 806 | −0,66 | 3 399 | −0,76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33 817 | −6,41 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 65 803 | −44,42 | 6 616 | −44,47 | ||||
| 2025-08-19 | 13F | Cim, Llc | 43 617 | −1,94 | 4 385 | −2,03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 399 | −2,11 | 2 755 | −2,20 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 14 218 | −0,56 | 1 429 | −0,63 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 723 | −26,28 | 374 | −26,38 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 74 673 | −1,68 | 7 507 | −1,77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 305 | −60,85 | 31 | −61,54 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 4 559 | −21,57 | 459 | −21,44 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 4 476 | −20,55 | 450 | −20,67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 56 251 | −22,43 | 5 655 | −22,49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 457 247 | −57,94 | 146 504 | −57,97 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 37 738 | −7,90 | 3 794 | −7,98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 46 651 | −81,61 | 4 690 | −81,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 797 | −74,53 | 482 | −74,55 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7 406 | −3,40 | 745 | −3,50 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 503 | −35,07 | 252 | −35,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 116 | −59,00 | 1 218 | −59,03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 407 | −11,45 | 141 | −11,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 832 | −26,59 | 486 | −26,74 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 20 201 | −1,49 | 2 031 | −1,60 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 040 | −40,04 | 406 | −40,03 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3 250 | −39,81 | 327 | −39,96 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 546 | −15,43 | 356 | −15,44 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 29 142 | −24,68 | 2 932 | −24,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6 587 | −25,45 | 662 | −25,53 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 9 541 | −1,54 | 959 | −1,54 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 468 | −0,74 | 349 | −0,85 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 42 620 | −6,84 | 4 285 | −6,93 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 957 | −4,99 | 1 303 | −5,10 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 645 | −29,89 | 65 | −30,43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-23 | NP | AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37 948 | −15,02 | 3 815 | −15,07 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 226 227 | −6,92 | 22 744 | −7,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 24 915 | −15,90 | 2 505 | −15,97 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 64 895 | −5,09 | 6 524 | −5,16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 16 800 | −11,59 | 1 689 | −11,72 | ||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 53 960 | −16,78 | 5 425 | −16,86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 742 | −13,87 | 778 | −13,94 |
