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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | M&t Bank Corp | 63 676 | −7,96 | 19 380 | 3,43 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 557 | −11,87 | 170 | −1,17 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 26 139 | −2,55 | 7 955 | 9,51 | ||||
| 2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 399 | −11,33 | 121 | 0,00 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 1 016 | −56,99 | 309 | −51,64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 182 | −21,93 | 360 | −12,44 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 67 | −96,07 | 20 | −95,67 | ||||
| 2025-04-09 | 13F | Weybosset Research & Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | Call | 7 000 000 | −39,78 | 1 510 530 | 42,74 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 89 063 | −17,87 | 27 106 | −7,70 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 14 038 | −9,26 | 4 273 | 1,96 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 508 | −1,08 | 1 676 | 11,14 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 008 | −46,81 | 307 | −40,35 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 51 096 | −16,62 | 15 551 | −6,30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 45 059 | −3,94 | 13 714 | 7,94 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 970 | −0,50 | 1 817 | 11,82 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 2 255 | −31,10 | 686 | −22,57 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 17 812 | −0,41 | 5 421 | 11,93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sierra Summit Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 1 161 | −0,85 | 354 | 11,36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 988 | −0,85 | 2 127 | 11,43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 470 | −0,94 | 1 665 | 11,30 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 342 | −4,08 | 2 841 | 7,82 | ||||
| 2025-04-30 | 13F | Vestia Personal Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 796 | −0,13 | 242 | 12,56 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3 155 | −5,96 | 960 | 5,73 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3 394 | −4,58 | 1 033 | 7,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 935 | −38,61 | 6 753 | −30,23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25 384 | −3,14 | 8 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 183 616 | −0,53 | 55 884 | 11,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 400 | −30,00 | 426 | −21,26 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 400 | −20,00 | 2 557 | −10,09 | |||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 1 810 | −98,43 | 551 | −98,24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 26 112 | −6,82 | 7 947 | 4,72 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | −33,33 | 3 | −25,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 103 | −8,88 | 1 553 | 2,37 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fund 1 Investments, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 076 | −0,77 | 2 154 | 11,50 | ||||
| 2025-08-14 | 13F | Irenic Capital Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 828 | −0,11 | 556 | 12,32 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 345 | −55,12 | 714 | −49,61 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 1 713 | −1,66 | 521 | 10,62 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 7 426 | −13,53 | 2 260 | −2,80 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 46 820 | −2,07 | 14 192 | 10,26 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 51 612 | −4,48 | 15 708 | 7,35 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26 801 | −1,33 | 8 157 | 10,88 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 559 | −19,04 | 779 | −9,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 981 | −0,32 | 6 690 | 12,01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 113 487 | −13,65 | 34 540 | −2,97 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 872 | −37,79 | 570 | −30,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 569 | −0,61 | 1 086 | 11,73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 17 179 | −15,30 | 5 228 | −4,81 | ||||
| 2025-05-02 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 59 170 | −11,73 | 18 008 | −0,80 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | Put | 20 000 | −33,33 | 1 765 | −35,35 | |||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 75 814 | −24,94 | 23 074 | −15,65 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 23 410 | −3,54 | 7 125 | 8,38 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 35 | −86,00 | 5 | −96,82 | |||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7 445 | −0,75 | 2 266 | 11,52 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 557 | −83,51 | 170 | −81,51 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 21 985 | −4,31 | 6 691 | 7,54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 132 | −42,30 | 307 | −45,94 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 661 | −1,04 | 1 419 | 11,22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 170 459 | −2,21 | 51 879 | 9,90 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 9 698 | −5,62 | 2 952 | 6,07 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 1 357 | −17,91 | 368 | −23,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 370 | −35,91 | 11 693 | −27,88 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 3 375 | −1,46 | 1 027 | 10,79 | ||||
| 2025-05-15 | 13F | Polymer Capital Management (US) LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-14 | 13F | Whetstone Capital Advisors, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23 054 | −0,90 | 7 017 | 11,37 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 21 579 | −0,35 | 6 568 | 11,99 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 724 123 | −10,14 | 220 387 | 0,98 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 18 | −5,26 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14 202 | −76,41 | 4 322 | −73,49 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 2 691 | −0,33 | 819 | 12,04 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 30 526 | −67,10 | 9 291 | −63,02 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 590 | −2,04 | 788 | 10,06 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 39 746 | −3,04 | 12 | 9,09 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 8 827 | −17,76 | 2 686 | −7,57 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 37 409 | −1,10 | 11 385 | 11,14 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 2 127 | −22,00 | 647 | −12,33 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 2 643 100 | −28,17 | 110 996 | −21,29 | |||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1 210 | −4,65 | 368 | 7,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 84 456 | −17,93 | 25 706 | −7,77 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 17 010 | −1,09 | 5 177 | 11,14 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 5 055 | −29,10 | 1 538 | −20,35 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 52 636 | −4,19 | 16 020 | 7,66 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 27 765 | −9,81 | 8 450 | 1,36 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 529 | −4,93 | 1 683 | 6,79 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 408 | −19,04 | 3 167 | −9,02 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 29 969 | −5,79 | 9 121 | 5,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 41 919 | −44,23 | 12 763 | −37,30 | ||||
| 2025-08-14 | 13F | Fmr Llc | 167 735 | −1,92 | 51 050 | 10,22 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3 706 | −1,01 | 1 128 | 11,25 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | Call | 1 234 000 | −0,48 | 266 | 19,28 | |||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 30 000 | −55,75 | 9 130 | −50,28 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | Put | 125 000 | −26,47 | 27 | 333,33 | |||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 74 414 | −28,06 | 22 648 | −19,15 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 14 171 | −1,65 | 4 313 | 10,51 | ||||
| 2025-05-15 | 13F | Vista Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70 375 | −17,23 | 21 419 | −6,98 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 9 027 | −0,06 | 2 747 | 12,31 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 490 | −4,61 | 2 280 | 7,20 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 8 209 | −45,30 | 2 498 | −38,53 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 25 682 | −3,69 | 7 816 | 8,24 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2 751 | −84,69 | 837 | −82,80 | ||||
| 2025-05-15 | 13F | Brasada Capital Management, Lp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 60 294 | −0,84 | 18 350 | 11,43 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 11 520 | −2,15 | 3 506 | 9,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 34 644 | −23,05 | 10 544 | −13,53 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 718 | −33,27 | 827 | −15,53 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 398 590 | −23,17 | 121 311 | −13,66 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 816 | −46,77 | 857 | −40,15 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 1 502 | −18,63 | 457 | −8,60 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 424 | −7,22 | 129 | 4,88 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 18 243 | −1,57 | 5 552 | 10,62 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 88 918 | −0,76 | 27 062 | 11,53 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 3 416 | −90,86 | 1 040 | −89,73 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 6 367 | −4,27 | 1 938 | 7,55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 360 | −6,34 | 0 | |||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 12 240 | −4,67 | 3 725 | 7,13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43 816 | −0,21 | 13 335 | 12,14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 104 716 | −0,24 | 31 870 | 12,11 | ||||
| 2025-08-14 | 13F | Sabby Management, Llc | Put | 850 | −29,17 | 18 342 | 4 395,59 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1 559 | −0,19 | 474 | 12,06 | ||||
| 2025-04-15 | 13F | Collier Financial | 396 | −1,25 | 107 | −6,96 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 421 785 | −0,92 | 128 370 | 11,35 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 3 796 | −15,12 | 1 155 | −4,62 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Rosalind Advisors, Inc. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 28 034 | −12,64 | 9 | 0,00 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 789 | −1,99 | 240 | 10,09 | ||||
| 2025-08-11 | 13F | Thomas Story & Son Llc | 875 | −2,78 | 266 | 9,47 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 1 344 | −86,04 | 409 | −84,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 371 | −76,03 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Fund 1 Investments, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 62 372 | −0,04 | 19 202 | 28,02 | ||||
| 2025-05-15 | 13F | Sabby Management, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 627 | −36,65 | 800 | −28,85 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 131 | −5,03 | 2 475 | 6,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 12 307 | −0,62 | 3 746 | 11,69 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 797 | −11,54 | 2 443 | 2,30 | ||||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1 266 | −11,53 | 385 | −0,52 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 716 | −24,07 | 0 | |||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 950 | −0,84 | 289 | 11,58 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 192 | −0,91 | 363 | 14,92 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7 244 | −1,04 | 2 205 | 11,20 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 1 455 | −21,10 | 443 | −11,42 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 354 451 | −1,70 | 107 877 | 10,47 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 134 722 | −11,15 | 41 003 | −0,16 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | Call | 198 | −86,80 | 1 093 | 140,75 | |||
| 2025-08-13 | 13F | Colonial Trust Advisors | 557 | −1,76 | 170 | 10,46 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 3 230 | −4,86 | 983 | 6,96 | ||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Td Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Castalian Partners, LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | Put | 400 | −99,28 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 18 117 | −1,23 | 5 514 | 10,99 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 655 | −1,61 | 505 | 13,48 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27 345 | −87,33 | 8 322 | −85,76 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3 831 | −4,77 | 1 166 | 6,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 700 | −33,33 | 213 | −25,00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 736 | −98,43 | 224 | −98,24 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 21 573 | −1,44 | 6 566 | 10,75 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 794 | −0,25 | 242 | 12,09 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 046 | −4,30 | 318 | 7,43 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 2 574 | −6,87 | 783 | 4,68 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 760 | −41,08 | 3 883 | −33,79 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 45 552 | −13,07 | 13 864 | −2,32 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 188 | −9,44 | 666 | 1,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 500 | −9,72 | 1 978 | 1,49 | |||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 1 200 | −44,95 | 365 | −38,14 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 4 233 | −0,09 | 1 288 | 12,29 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 453 | −1,95 | 138 | 9,60 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 281 | −6,33 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 843 | −2,69 | 1 474 | 9,35 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 330 | −5,77 | 1 318 | 5,87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Markets Trading UK LLP | Put | 501 300 | −42,64 | 18 | −41,94 | |||
| 2025-09-10 | 13F | WT Wealth Management | 4 331 | −18,97 | 1 318 | −8,91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 721 | −66,60 | 524 | −64,61 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 10 129 | −0,25 | 3 083 | 12,07 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 99 504 | −99,80 | 30 284 | 16 094,65 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 81 | −55,25 | 25 | −51,02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPWealth LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 894 | −47,31 | 1 185 | −40,78 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 14 149 | −12,90 | 4 306 | −2,11 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 154 080 | −1,40 | 46 894 | 10,80 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 725 | −82,39 | 221 | −80,25 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 1 397 | −19,20 | 425 | −9,19 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 958 | −29,80 | 9 | −27,27 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 453 | −32,20 | 442 | −23,79 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6 454 | −5,67 | 1 964 | 5,99 | ||||
| 2025-08-13 | 13F | Cooper Creek Partners Management Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 278 | −1,98 | 693 | 10,17 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 1 220 | −3,86 | 371 | 8,16 | ||||
| 2025-04-08 | 13F | May Barnhard Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Hollow Brook Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 472 | −42,14 | 1 970 | −35,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 8 224 | −0,77 | 2 503 | 11,54 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2 299 | −4,45 | 700 | 7,37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 361 217 | −3,23 | 109 934 | 8,74 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 850 | −1,45 | 868 | 10,73 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 216 | −23,10 | 2 196 | −13,58 | ||||
| 2025-05-06 | 13F | Genoa Capital Gestora de Recursos Ltda. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 70 | −44,88 | 22 | −34,37 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 692 | −34,90 | 1 732 | −26,83 | ||||
| 2025-08-07 | 13F | Garda Capital Partners Lp | Put | 261 800 | −4,28 | 39 518 | −25,48 | |||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | Put | 25 500 | −0,78 | 1 230 | −76,00 | |||
| 2025-08-04 | 13F | Haven Private, LLC | 1 026 | −0,48 | 312 | 11,83 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 19 655 | −12,04 | 5 982 | −1,16 | ||||
| 2025-07-15 | 13F | Chronos Wealth Management, LLC | 700 | −24,32 | 213 | −14,80 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 150 | −24,24 | 46 | −21,05 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 965 | −51,87 | 294 | −46,04 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 3 875 | −0,15 | 1 179 | 12,18 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 5 787 | −0,14 | 1 761 | 12,24 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 55 385 | −6,63 | 16 856 | 4,93 | ||||
| 2025-08-11 | 13F | Absolute Gestao de Investimentos Ltda. | Call | 59 982 | −51,74 | 1 996 | 169,37 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39 859 | −1,73 | 12 131 | 10,20 | ||||
| 2025-05-05 | 13F | Allianz Asset Management GmbH | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15 632 | −3,98 | 4 758 | 7,89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 1 450 | −0,48 | 441 | 11,93 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8 820 | −2,38 | 2 684 | 9,73 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 649 | −0,06 | 1 415 | 12,31 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 6 105 | −63,39 | 1 858 | −58,86 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 433 | −28,67 | 132 | −20,12 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6 661 | −6,20 | 2 027 | 5,41 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 8 654 | −0,18 | 2 634 | 12,14 | ||||
| 2025-05-15 | 13F | Cantor Fitzgerald, L. P. | Call | 0 | −100,00 | 0 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 2 780 | −0,71 | 846 | 11,61 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 8 699 | −47,30 | 2 648 | −40,78 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10 555 | −0,32 | 3 212 | 12,03 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 2 365 | −7,69 | 720 | 3,75 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 165 | −1,12 | 1 268 | 11,14 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 893 | −5,20 | 271 | 5,88 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 10 511 | −5,49 | 3 199 | 6,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 867 045 | −7,76 | 263 885 | 3,65 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2 465 | −71,25 | 750 | −69,17 | ||||
| 2025-04-10 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 1 214 | −18,30 | 329 | −23,72 | ||||
| 2025-05-15 | 13F | Altshuler Shaham Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 4 081 | −0,07 | 1 242 | 12,30 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 115 521 | −0,83 | 35 159 | 11,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 72 | −19,10 | 22 | −12,50 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 22 581 | −40,50 | 6 873 | −33,14 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 755 | −8,60 | 241 | 8,07 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Genoa Capital Gestora de Recursos Ltda. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 30 426 | −5,98 | 9 260 | 5,66 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 168 | −20,02 | 1 269 | −15,75 | ||||
| 2025-05-27 | 13F | Jacobi Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 952 | −1,13 | 2 724 | 11,05 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 40 998 | −0,95 | 12 478 | 11,30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 028 | −18,21 | 1 226 | −8,10 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 815 | −2,68 | 552 | 9,31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 982 | −0,60 | 1 821 | 11,66 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6 595 | −16,89 | 2 007 | −6,08 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1 107 | −0,63 | 337 | 11,63 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 6 885 | −9,81 | 2 095 | 1,35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35 866 | −22,31 | 10 916 | −12,69 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 299 | −61,27 | 91 | −56,46 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 33 561 | −1,85 | 10 214 | 10,30 | ||||
| 2025-05-13 | 13F | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 147 | −0,88 | 653 | 11,43 | ||||
| 2025-05-15 | 13F | Permian Investment Partners, LP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 225 964 | −11,61 | 68 772 | −0,67 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 21 104 | −0,56 | 6 423 | 11,76 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 25 941 | −0,82 | 7 895 | 11,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 163 797 | −1,84 | 49 851 | 10,31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 2 270 | −3,77 | 691 | 7,98 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 14 386 | −32,23 | 4 378 | −23,83 |
