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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 403 | −95,57 | 5 | −95,97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635 485 | −15,69 | 8 254 | −18,43 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 900 | −65,30 | 12 | −68,57 | ||||
| 2025-05-13 | 13F | StrongBox Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 826 061 | −47,61 | 10 772 | −49,88 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 919 | −49,65 | 38 | −49,33 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 208 973 | −14,76 | 2 725 | −18,44 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 366 660 | −18,46 | 4 781 | −21,98 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 63 431 | −2,22 | 827 | −6,45 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 820 017 | −34,15 | 10 693 | −37,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 124 331 | −10,77 | 1 621 | −14,64 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 428 | −63,35 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10 351 | −16,89 | 135 | −20,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9 585 | −96,02 | 125 | −96,22 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44 430 | −14,84 | 579 | −18,57 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50 973 | −33,99 | 674 | −35,93 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 14 690 | −7,55 | 192 | −11,57 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 782 | −25,13 | 23 | −28,12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 164 686 | −1,97 | 2 148 | −6,20 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 91 699 | −13,65 | 1 150 | −18,97 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 406 375 | −79,51 | 5 299 | −80,40 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 350 | −97,72 | 5 | −98,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 511 | −13,84 | 189 | −17,47 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 11 146 | −74,17 | 145 | −75,34 | ||||
| 2025-04-01 | NP | GAA - Cambria Global Asset Allocation ETF | 231 339 | −2,63 | 3 079 | −4,97 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12 561 | −24,00 | 164 | −27,56 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1 939 853 | −34,65 | 25 296 | −37,48 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 32 965 | −2,92 | 430 | −7,14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 45 901 | −11,75 | 599 | −15,54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 162 | −2,18 | 198 | −6,64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 840 | −51,72 | 220 | −53,89 | ||||
| 2025-05-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 4 309 | −98,91 | 59 | −98,87 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 89 792 | −4,12 | 1 171 | −8,45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 123 442 | −3,32 | 1 610 | −7,53 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 237 811 | −72,36 | 3 101 | −73,57 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 834 | −7,02 | 11 | −16,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 036 | −21,84 | 53 | −25,71 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 233 506 | −12,78 | 3 045 | −16,58 | ||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 32 047 | −5,37 | 418 | −9,54 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 62 676 | −32,11 | 817 | −35,06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 86 504 | −13,08 | 1 128 | −16,81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71 585 | −0,74 | 933 | −4,99 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 356 | −27,82 | 135 | −30,77 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 68 781 | −5,58 | 905 | −0,88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 331 919 | −1,71 | 4 328 | −5,95 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 138 278 | −39,93 | 1 803 | −42,52 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 178 336 | −0,04 | 2 326 | −4,36 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 689 | −62,46 | 78 | −63,68 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 190 552 | −4,53 | 2 485 | −8,68 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 42 326 | −7,99 | 552 | −11,98 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 139 727 | −36,66 | 1 822 | −39,39 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32 227 | −65,10 | 420 | −66,61 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 809 | −39,74 | 0 | |||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 235 538 | −7,34 | 16 111 | −11,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 123 728 | −0,37 | 1 613 | −4,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 829 083 | −1,41 | 24 | −8,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 34 217 | −74,81 | 446 | −75,90 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 760 | −36,86 | 636 | −39,64 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 23 193 | −2,93 | 302 | −7,08 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 661 000 | −15,53 | 8 619 | −19,18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29 149 | −2,01 | 380 | −6,17 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 121 688 | −8,35 | 1 587 | −12,33 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 650 000 | −50,68 | 8 476 | −52,81 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 060 | −4,89 | 66 | −9,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 333 741 | −6,96 | 4 352 | −10,98 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 323 | −94,61 | 4 | −94,52 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13 717 | −4,46 | 179 | −8,72 | ||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102 426 | −19,41 | 1 336 | −15,93 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 30 549 | −68,15 | 398 | −69,55 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 1 200 | −29,41 | 16 | −34,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 449 | −93,52 | 19 | −94,08 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 29 161 | −11,05 | 380 | −14,80 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 107 096 | −2,00 | 1 397 | −6,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27 367 | −91,31 | 357 | −91,71 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 852 | −5,77 | 102 | −9,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231 314 | −15,61 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 45 843 | −45,41 | 598 | −47,81 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 81 765 | −12,48 | 1 066 | −16,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 093 867 | −5,01 | 14 570 | −7,17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Sand Hill Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 12 435 | −3,92 | 162 | −7,95 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 12 946 | −13,59 | 169 | −17,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 12 200 | −14,08 | 159 | −17,62 | |||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 41 278 | −4,86 | 538 | −8,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 108 087 585 | −10,70 | 1 409 462 | −14,57 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Elios Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 632 280 | −35,40 | 8 245 | −38,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14 281 | −77,89 | 186 | −78,86 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | Short | −82 618 | −206,84 | −1 077 | −202,18 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 315 742 | −78,80 | 4 | −80,00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 20 325 | −3,06 | 265 | −7,02 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 292 200 | −80,53 | 3 810 | −81,37 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 11 523 | −0,57 | 150 | −4,46 | ||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 910 | −82,09 | 26 | −83,65 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 710 744 | −1,36 | 9 268 | −5,63 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 871 | −36,60 | 194 | −39,50 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 275 435 | −14,19 | 3 592 | −17,90 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 512 507 | −31,26 | 7 | −40,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 979 | −11,35 | 169 | −15,08 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 42 941 | −32,29 | 560 | −35,30 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 45 503 | −0,55 | 593 | −4,82 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 122 637 | −3,81 | 1 599 | −7,94 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 34 605 | −8,57 | 451 | −12,43 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 203 | −87,15 | 3 | −90,48 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 75 567 | −0,90 | 985 | −5,20 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 324 170 | −40,75 | 4 227 | −43,32 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 12 572 | −4,96 | 164 | −9,44 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 224 | −70,80 | 3 | −80,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 16 115 | −15,30 | 210 | −18,92 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 33 | −63,33 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 31 110 | −55,20 | 406 | −57,19 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18 526 289 | −12,55 | 241 583 | −16,33 | ||||
| 2025-04-29 | 13F | Discipline Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 485 901 | −5,12 | 6 336 | −9,21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 130 | −87,71 | 2 | −92,86 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 62 | −94,84 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 114 901 | −2,51 | 1 498 | 149 700,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 56 611 | −25,03 | 737 | −28,38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 621 220 | −26,93 | 8 101 | −30,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322 578 | −4,15 | 4 206 | −8,31 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Maltin Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30 123 | −2,25 | 393 | −6,67 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 131 352 | −0,94 | 1 713 | −5,26 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 175 360 | −3,51 | 2 287 | −7,71 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 59 882 | −18,65 | 781 | −22,23 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 767 | −54,19 | 23 | −55,77 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 186 | −47,01 | 133 | −49,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 134 594 | −73,92 | 1 755 | −75,04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14 080 | −6,62 | 184 | −10,73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 183 | −16,64 | 146 | −20,33 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 060 | −4,92 | 249 | −9,16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13 335 | −5,97 | 174 | −10,36 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 265 478 | −41,53 | 3 462 | −44,07 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 18 087 | −40,15 | 236 | −42,82 | ||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 52 850 | −58,43 | 689 | −60,22 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31 721 | −1,16 | 414 | −5,49 | ||||
| 2025-08-14 | 13F | State Street Corp | 5 637 164 | −47,34 | 73 509 | −49,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 252 375 | −8,63 | 3 291 | −12,59 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 136 774 | −0,02 | 1 784 | −4,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 209 202 | −22,81 | 2 728 | −26,18 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 3 151 209 | −43,05 | 41 092 | −45,51 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 398 220 | −0,39 | 4 994 | −6,52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 156 | −58,36 | 15 | −59,46 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 332 | −37,24 | 4 | −42,86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 900 | −14,58 | 142 | −17,92 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 14 007 | −10,27 | 183 | −14,15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19 627 | −39,66 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 220 654 | −9,51 | 2 877 | −13,42 | ||||
| 2025-05-13 | 13F | Stokes Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 714 920 | −18,03 | 9 323 | −21,57 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 858 513 | −3,87 | 11 | −8,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 537 654 | −6,45 | 72 211 | −10,50 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 55 131 | −23,43 | 1 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | DME Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 221 771 | −41,85 | 2 892 | −44,37 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 779 | −35,30 | 10 | −37,50 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 11 450 | −22,62 | 149 | −25,87 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 158 946 | −18,03 | 2 073 | −21,57 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26 762 | −65,80 | 348 | −67,35 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10 695 | −12,30 | 139 | −16,27 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 10 041 | −2,95 | 131 | −7,80 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 467 648 | −35,53 | 5 818 | −39,75 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 201 771 | −32,40 | 2 631 | −32,14 | ||||
| 2025-04-22 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 250 499 | −4,37 | 42 387 | −8,51 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 130 | −5,63 | 132 | −9,59 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 187 731 | −12,20 | 2 448 | −15,99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 90 919 | −1,53 | 1 186 | −5,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 377 086 | −1,25 | 4 917 | −5,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 40 100 | −41,72 | 523 | −44,29 |
