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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 879 | −57,30 | 518 | −57,41 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 013 | −26,34 | 62 | −26,51 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 125 | −71,26 | 4 | −76,92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13 596 | −0,60 | 417 | −0,71 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 42 773 | −7,46 | 1 312 | −7,61 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 17 335 | −39,37 | 1 | |||||
| 2025-04-30 | 13F | Twelve Points Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 234 749 | −1,63 | 7 202 | −1,79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 13 502 | −4,55 | 414 | −4,61 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 52 751 | −0,20 | 1 618 | −0,37 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5 214 | −55,60 | 160 | −56,64 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 24 180 | −21,79 | 742 | −22,00 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 145 375 | −22,49 | 4 460 | −22,61 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 21 898 | −4,93 | 672 | −5,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 725 | −13,08 | 206 | −13,08 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7 525 | −83,83 | 231 | −83,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19 318 | −3,90 | 593 | −4,05 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 65 033 | −0,82 | 1 995 | −0,94 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 49 456 | −7,71 | 1 517 | −7,84 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 693 | −4,47 | 1 279 | −4,62 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10 225 | −8,99 | 314 | −9,28 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 15 060 | −3,86 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 102 094 | −6,42 | 3 132 | −6,56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 408 075 | −3,16 | 12 736 | −1,64 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 999 | −13,81 | 31 | −14,29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25 195 | −9,70 | 773 | −9,92 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 64 876 | −2,77 | 1 990 | −2,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22 075 | −46,80 | 677 | −46,90 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | −50,00 | 15 | −50,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16 087 | −29,80 | 494 | −29,97 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2 012 | −39,58 | 62 | −40,20 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 13 060 | −12,70 | 401 | −12,85 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 413 664 | −0,64 | 12 691 | −0,81 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 117 243 | −1,37 | 3 597 | −1,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 661 | −27,75 | 235 | −27,69 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 7 282 | −23,68 | 223 | −23,89 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 41 768 | −6,63 | 1 281 | −6,77 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 19 702 | −4,55 | 604 | −4,73 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 18 772 | −15,69 | 576 | −15,94 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 20 650 | −0,81 | 634 | −0,94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 308 | −2,83 | 316 | −2,77 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41 623 | −0,60 | 1 277 | −0,78 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 15 034 | −16,45 | 461 | −16,49 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | James Investment Research Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 458 | −24,44 | 75 | −24,24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25 650 | −15,32 | 787 | −15,48 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 30 395 | −61,10 | 933 | −61,17 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18 632 | −25,94 | 572 | −26,13 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26 836 | −20,64 | 823 | −20,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 96 | −38,46 | 3 | −50,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 41 585 | −12,72 | 1 276 | −12,91 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 67 940 | −34,63 | 2 084 | −34,73 | ||||
| 2025-05-14 | 13F | MYDA Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 314 408 | −2,54 | 9 646 | −2,69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 51 746 | −60,82 | 1 588 | −60,89 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10 415 | −9,24 | 320 | −9,37 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 9 919 | −6,14 | 304 | −6,17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 116 028 | −65,85 | 3 572 | −65,80 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 56 344 | −9,29 | 1 729 | −9,43 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 12 580 | −24,47 | 386 | −24,66 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 686 775 | −3,50 | 21 070 | −3,66 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2 865 167 | −4,78 | 87 903 | −4,94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 20 700 | −40,17 | 635 | −40,26 | |||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 78 382 | −11,69 | 2 405 | −11,84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 979 | −74,95 | 30 | −75,00 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 22 584 | −21,88 | 693 | −22,07 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 478 568 | −4,82 | 45 | −4,26 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 39 640 | −19,79 | 1 239 | −18,45 | ||||
| 2025-05-14 | 13F | First Wilshire Securities Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31 596 | −18,58 | 969 | −18,71 | ||||
| 2025-04-28 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 162 585 | −3,68 | 5 178 | −6,89 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 8 576 | −4,67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 825 251 | −11,36 | 56 | −12,70 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 298 995 | −4,79 | 9 173 | −4,94 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −500 000 | −165 | |||||
| 2025-08-14 | 13F | Bank of Marin | 34 791 | −3,04 | 1 067 | −3,18 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 33 864 | −9,37 | 1 039 | −9,58 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 13 532 | −15,06 | 415 | −15,13 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 21 933 | −0,49 | 673 | −0,74 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 148 685 | −4,02 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 62 643 | −4,76 | 1 922 | −4,95 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9 744 | −4,05 | 299 | −4,49 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 11 152 | −38,36 | 342 | −38,38 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 450 200 | −8,32 | 13 812 | −8,46 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 40 666 | −5,02 | 1 248 | −5,17 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 12 775 | −4,82 | 0 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 9 370 | −0,66 | 287 | −0,69 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 79 150 | −1,50 | 2 428 | −1,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 42 900 | −59,38 | 1 316 | −59,45 | |||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 46 847 | −1,68 | 1 437 | −1,78 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 197 023 | −5,89 | 6 045 | −6,05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 312 993 | −7,48 | 9 603 | −7,64 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 232 173 | −3,52 | 7 123 | −3,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15 303 209 | −6,87 | 469 502 | −7,02 | ||||
| 2025-04-29 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 223 056 | −77,96 | 7 104 | −78,69 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31 667 | −7,44 | 983 | −1,80 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8 744 | −4,54 | 268 | −4,63 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6 585 | −1,13 | 202 | −0,98 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 12 369 | −36,43 | 379 | −36,52 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 8 294 | −4,95 | 256 | −1,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 568 | −10,10 | 109 | −9,92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 121 707 | −3,90 | 3 734 | −4,06 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 49 607 | −0,12 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 19 407 | −16,60 | 595 | −16,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 122 417 | −5,05 | 3 762 | −7,20 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 160 458 | −1,35 | 4 923 | −1,52 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 88 469 | −0,94 | 2 714 | 0,41 | ||||
| 2025-05-08 | 13F | Capital Management Associates /ny/ | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 21 860 | −13,67 | 671 | −13,88 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 57 590 | −33,54 | 2 | −50,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 400 400 | −60,34 | 12 284 | −60,41 | |||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2 515 | −28,27 | 77 | −27,62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21 533 165 | −12,98 | 660 638 | −13,12 | ||||
| 2025-04-03 | 13F | Legacy Wealth Management, LLC / MS | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 952 | −3,26 | 305 | −3,48 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7 927 | −7,76 | 243 | −7,95 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 75 098 | −0,46 | 2 304 | −0,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 220 620 | −7,12 | 6 769 | −7,27 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 52 188 | −0,27 | 1 601 | −0,44 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 8 189 | −38,94 | 251 | −39,08 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 71 158 | −64,93 | 2 183 | −64,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 819 504 | −10,33 | 25 142 | −10,48 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 11 441 | −5,21 | 351 | −5,14 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 37 389 | −10,21 | 1 147 | −10,32 | ||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 753 | −84,45 | 24 | −85,53 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Carr Financial Group Corp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 21 487 | −0,14 | 659 | −0,30 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 120 161 | −1,56 | 3 687 | −1,71 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 25 040 | −9,79 | 768 | −9,86 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 67 980 | −11,29 | 2 086 | −11,43 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 42 978 | −38,31 | 1 | −50,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 69 909 | −1,25 | 2 145 | −1,43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 29 922 | −13,07 | 918 | −13,15 | ||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 37 406 | −0,05 | 1 148 | −0,26 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 27 300 | −3,83 | 838 | −4,01 | ||||
| 2025-05-02 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 16 809 | −21,36 | 516 | −21,49 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9 339 | −14,82 | 287 | −14,88 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 177 | −9,88 | 282 | −9,94 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 410 639 | −0,66 | 12 598 | −0,82 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 9 996 | −7,77 | 307 | −9,71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2 137 | −30,53 | 66 | −30,85 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 199 014 | −0,04 | 6 106 | −0,21 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 33 975 | −0,02 | 1 042 | −0,19 | ||||
| 2025-08-01 | 13F | Motco | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | −91,89 | 5 | −92,98 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20 946 | −1,12 | 643 | −1,68 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 57 063 | −20,07 | 1 751 | −20,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 486 | −21,60 | 506 | −21,83 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 60 598 | −7,97 | 1 859 | −8,11 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13 140 | −50,68 | 403 | −50,73 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11 907 | −19,86 | 365 | −19,96 | ||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 162 781 | −9,41 | 35 674 | −9,55 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 32 985 | −29,84 | 1 012 | −29,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 152 373 | −2,08 | 4 675 | −2,24 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 40 003 | −0,37 | 1 245 | 2,72 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 628 268 | −9,18 | 19 275 | −9,32 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 36 656 | −14,47 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 228 983 | −3,01 | 7 025 | −3,17 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10 735 | −8,51 | 329 | −7,84 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 41 630 | −2,41 | 1 277 | −2,52 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 500 | −54,55 | 15 | −54,55 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 160 068 | −7,90 | 4 911 | −8,05 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 11 200 | −43,43 | 344 | −43,59 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 89 185 | −2,25 | 2 736 | −2,39 | ||||
| 2025-05-15 | 13F | Hancock Whitney Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 85 085 | −2,62 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 057 163 | −0,97 | 247 194 | −1,13 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1 115 156 | −1,96 | 34 213 | −2,12 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 9 | −92,91 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 31 222 | −1,92 | 958 | −2,15 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 172 831 | −0,98 | 5 302 | −1,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 524 542 | −11,22 | 48 982 | −7,18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 127 219 | −9,92 | 3 903 | −10,05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 236 | −10,90 | 1 081 | −11,03 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 17 842 | −3,51 | 547 | −3,70 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A | 266 851 | −41,90 | 8 187 | −42,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 012 | −6,93 | 369 | −7,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 578 544 | −16,50 | 17 750 | −16,64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 58 700 | −44,20 | 1 801 | −44,31 | |||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 163 873 | −0,39 | 5 028 | −0,55 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 95 562 | −2,98 | 2 932 | −3,14 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13 483 | −37,99 | 414 | −38,17 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 237 | −67,89 | 38 | −68,64 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 229 934 | −63,72 | 7 054 | −63,78 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 12 205 | −8,06 | 374 | −8,11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 025 | −26,79 | 31 | −27,91 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 745 | −71,46 | 23 | −72,50 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −245 | −25,98 | −8 | −30,00 | |||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13 077 | −60,97 | 401 | −61,03 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 23 649 | −62,20 | 726 | −62,28 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 92 285 | −1,26 | 2 831 | −1,43 | ||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 184 799 | −56,40 | 5 670 | −56,47 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8 250 | −4,30 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 104 371 | −1,40 | 3 202 | −1,54 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 21 208 | −42,52 | 651 | −42,63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 47 015 | −0,62 | 1 442 | −0,76 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6 763 | −6,94 | 207 | −7,17 | ||||
| 2025-07-11 | 13F | Osher Van de Voorde Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 16 203 | −35,87 | 497 | −35,95 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 93 918 | −8,69 | 2 881 | −8,83 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7 539 | −19,27 | 231 | −19,23 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 45 378 | −33,97 | 1 392 | −34,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 394 | −83,77 | 12 | −83,78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 997 | −93,27 | 245 | −93,29 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 81 523 | −9,50 | 2 501 | −9,65 | ||||
| 2025-05-08 | 13F | Cutler Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Samalin Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 175 054 | −2,27 | 5 371 | −2,43 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 28 866 | −28,61 | 886 | −28,74 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 15 231 | −1,93 | 467 | −2,10 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 500 | −92,31 | 46 | −92,32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 369 883 | −11,88 | 42 028 | −12,02 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 12 492 | −1,23 | 383 | −1,29 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 77 391 | −0,07 | 2 413 | 6,35 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 6 855 | −40,26 | 210 | −40,34 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 836 063 | −0,33 | 25 650 | −0,50 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 24 350 | −4,54 | 747 | −4,60 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 666 320 | −0,81 | 20 443 | −0,97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 240 264 | −7,37 | 7 371 | −7,53 | ||||
| 2025-04-25 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 8 699 | −0,02 | 267 | −0,37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 89 924 | −13,93 | 2 759 | −14,08 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 70 672 | −9,54 | 2 168 | −9,67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 58 953 | −2,09 | 1 809 | −2,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 83 917 | −5,89 | 2 575 | −6,06 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 14 498 | −11,37 | 445 | −11,55 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 120 163 | −3,30 | 3 687 | −3,46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 25 729 | −0,68 | 789 | −0,75 | ||||
| 2025-07-31 | 13F | United Community Bank | 24 885 | −16,87 | 763 | −16,97 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 1 187 310 | −8,91 | 36 444 | −9,01 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-08 | 13F | Burns J W & Co Inc/ny | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 14 114 | −0,91 | 433 | −0,92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15 540 | −1,28 | 477 | −1,45 | ||||
| 2025-06-03 | 13F | Invst, LLC | 16 205 | −3,70 | 498 | −6,05 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 412 366 | −12,97 | 12 651 | −13,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 672 150 | −1,37 | 112 637 | −1,58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 30 708 | −1,97 | 942 | −2,08 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 157 215 | −53,16 | 4 823 | −53,24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 66 495 | −60,39 | 2 040 | −60,45 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6 685 | −7,36 | 205 | −7,24 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 66 533 | −4,81 | 2 041 | −3,09 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 212 625 | −11,90 | 129 243 | −12,04 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 48 166 | −4,98 | 1 478 | −5,14 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 7 559 | −15,47 | 232 | −15,69 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 76 421 | −3,63 | 2 345 | −3,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 221 | −81,99 | 314 | −82,04 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 29 158 | −6,24 | 895 | −6,39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 10 728 | −5,20 | 329 | −5,19 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 12 623 | −7,60 | 386 | −8,31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 792 197 | −3,93 | 24 305 | −4,09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 980 | −5,10 | 245 | −5,43 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 66 886 | −17,80 | 2 052 | −17,92 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 372 537 | −73,58 | 11 429 | −73,62 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 255 | −52,43 | 8 | −56,25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 140 007 | −5,76 | 4 295 | −5,91 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8 312 | −16,42 | 255 | −16,39 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12 107 | −11,08 | 371 | −11,24 | ||||
| 2025-05-12 | 13F | RIA Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10 590 | −10,87 | 325 | −11,23 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 24 141 | −13,07 | 741 | −13,25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 447 836 | −6,87 | 13 740 | −7,02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 44 983 | −1,45 | 1 380 | −1,57 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100 924 | −16,88 | 3 096 | −17,02 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 49 970 | −2,05 | 1 533 | −2,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 49 603 | −66,77 | 1 522 | −67,59 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 967 | −20,81 | 60 | −21,05 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 12 419 | −1,58 | 381 | −1,55 | ||||
| 2025-05-15 | 13F | Pinnacle Financial Group, LLC / IL | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11 410 | −21,42 | 350 | −21,52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 100 338 | −1,46 | 3 078 | −1,63 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 122 929 | −25,27 | 3 771 | −25,39 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 736 | −12,90 | 23 | −12,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 223 165 | −1,69 | 37 530 | −1,85 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 022 801 | −14,96 | 276 820 | −15,10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 305 816 | −9,94 | 9 382 | −10,08 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 085 | −47,96 | 33 | −48,44 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 126 090 | −0,18 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 466 887 | −54,38 | 14 | −54,84 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7 326 | −55,08 | 225 | −56,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 023 625 | −7,70 | 62 085 | −7,85 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 7 246 | −46,21 | 222 | −46,25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 18 490 | −1,00 | 567 | −1,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 518 576 | −15,39 | 16 | −16,67 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 97 971 | −13,13 | 3 006 | −13,28 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 27 491 | −4,41 | 843 | −4,53 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 57 237 | −0,22 | 1 756 | −0,34 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 37 982 | −0,90 | 1 165 | −1,02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 11 776 | −16,59 | 361 | −16,63 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 18 054 | −30,66 | 554 | −30,87 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9 184 | −5,37 | 282 | −5,70 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 510 | −25,62 | 46 | −28,12 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8 000 | −48,39 | 246 | −49,69 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7 316 | −27,46 | 224 | −27,51 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 38 444 | −3,41 | 1 179 | −3,60 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 212 323 | −49,16 | 6 514 | −49,24 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31 869 | −8,22 | 978 | −8,43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11 575 | −20,12 | 355 | −20,22 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 37 327 | −10,68 | 1 145 | −10,83 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 39 614 | −2,26 | 1 215 | −2,41 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 387 | −3,39 | 288 | −3,36 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 545 | −32,38 | 422 | −31,54 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 37 747 | −13,68 | 1 158 | −13,78 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 25 684 | −39,53 | 788 | −39,69 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 38 322 | −1,05 | 1 176 | −1,26 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 81 278 | −11,17 | 2 494 | −11,31 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 852 | −7,14 | 180 | −7,25 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 21 181 | −22,85 | 650 | −23,01 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 083 281 | −1,57 | 33 235 | −1,73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 10 240 | −63,34 | 314 | −63,53 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 273 | −28,28 | 228 | −26,69 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 61 595 | −12,85 | 1 890 | −12,99 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 146 131 | −2,60 | 4 483 | −2,75 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 386 | −9,58 | 533 | −9,66 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 9 181 | −10,26 | 282 | −10,51 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9 000 | −2,17 | 276 | 3,37 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 23 462 | −20,45 | 720 | −20,64 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38 765 | −6,08 | 1 189 | −6,23 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 34 230 | −27,82 | 1 050 | −27,93 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 27 131 | −0,86 | 832 | −0,95 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 410 | −44,16 | 74 | −44,70 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 16 790 | −1,76 | 1 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 43 925 | −0,85 | 1 348 | −1,03 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 12 683 | −3,06 | 389 | −3,23 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 348 | −2,68 | 225 | −3,02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 131 | −16,96 | 35 | −17,07 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10 990 | −11,11 | 337 | −11,08 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 32 034 | −6,56 | 983 | −6,74 | ||||
| 2025-07-31 | 13F | City State Bank | 21 165 | −2,31 | 649 | −2,41 | ||||
| 2025-04-08 | 13F | Andrew Hill Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3 293 | −98,79 | 100 | −98,86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 2 968 | −0,60 | 91 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 598 807 | −4,98 | 171 771 | −5,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58 829 | −1,84 | 1 805 | −2,01 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 129 120 | −0,33 | 3 968 | −2,60 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 305 502 | −13,04 | 132 093 | −13,19 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 21 467 | −45,04 | 659 | −45,17 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5 436 | −1,81 | 167 | −2,35 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 49 312 | −0,73 | 1 513 | −0,92 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 78 917 | −23,84 | 2 421 | −23,96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 50 809 | −10,65 | 1 559 | −10,82 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 826 925 | −3,92 | 25 370 | −4,08 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 105 053 | −3,89 | 3 223 | −4,02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 68 518 | −69,12 | 2 101 | −68,29 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 24 932 | −60,42 | 765 | −60,52 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 29 078 | −5,49 | 892 | −5,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 706 571 | −4,98 | 52 433 | −5,29 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32 416 | −2,45 | 1 010 | −1,08 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −146 | −42,75 | −4 | −42,86 | |||
| 2025-08-12 | 13F | MAI Capital Management | 886 104 | −4,03 | 27 186 | −4,18 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 12 750 | −1,05 | 391 | −1,01 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 46 871 | −2,25 | 1 438 | −2,38 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 540 | −52,63 | 17 | −54,29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 824 | −56,52 | 179 | −56,69 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19 656 | −8,77 | 1 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 7 298 | −0,94 | 224 | −1,33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 21 204 | −8,36 | 651 | −8,58 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 553 491 | −9,73 | 16 981 | −9,87 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 33 998 | −3,14 | 1 043 | −3,25 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 11 074 | −2,47 | 340 | −2,59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 76 908 | −1,43 | 2 360 | −1,59 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 385 | −43,81 | 0 | |||||
| 2025-08-06 | 13F | SP Asset Management LLC | 146 826 | −8,24 | 4 505 | −8,40 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 51 687 | −25,44 | 1 586 | −27,26 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 15 790 | −3,88 | 484 | −3,97 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 12 600 | −26,53 | 387 | −26,76 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 267 929 | −16,29 | 8 | −11,11 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | Short | −28 615 | −190,99 | −878 | −190,79 | |||
| 2025-07-08 | 13F | Dover Advisors, Llc | 20 172 | −10,34 | 619 | −10,56 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68 838 | −1,68 | 2 112 | −1,86 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 13 549 | −5,40 | 416 | −5,68 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 33 730 | −7,41 | 1 035 | −7,60 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 41 450 | −12,83 | 1 272 | −13,00 | ||||
| 2025-05-08 | 13F | Investment House Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 14 383 | −16,04 | 441 | −18,78 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 71 258 | −0,59 | 2 186 | −0,73 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41 980 | −4,24 | 42 | −4,65 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 49 341 | −1,02 | 1 516 | −3,25 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127 988 | −15,20 | 3 927 | −15,35 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 374 | −12,77 | 901 | −12,86 | ||||
| 2025-05-15 | 13F | Infrastructure Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 10 222 | −47,26 | 314 | −47,39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 121 143 | −45,49 | 3 717 | −45,59 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 11 629 | −11,38 | 357 | −11,66 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9 595 | −1,03 | 294 | −1,01 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 7 593 | −4,07 | 233 | −4,53 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4 627 | −96,72 | 141 | −96,73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 48 101 | −60,71 | 1 476 | −60,78 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58 529 | −0,93 | 1 796 | −1,10 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 7 444 | −8,02 | 228 | −8,06 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 333 | −18,27 | 440 | −18,40 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13 293 | −5,05 | 408 | −5,35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 175 374 | −23,44 | 5 380 | −23,57 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 28 381 | −0,85 | 871 | −1,02 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 755 | −8,15 | 23 | −8,00 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 914 | −29,51 | 458 | −29,15 | ||||
| 2025-08-05 | 13F | Burney Co/ | 12 052 | −1,27 | 370 | −1,60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 12 001 | −22,70 | 368 | −22,85 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 18 612 | −4,12 | 571 | −4,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 982 | −97,71 | 368 | −97,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 284 | −66,64 | 408 | −67,34 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 100 995 | −48,18 | 3 099 | −48,27 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 93 529 | −8,27 | 2 869 | −8,43 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 70 879 | −34,59 | 2 175 | −34,70 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 15 900 | −53,78 | 488 | −53,88 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9 464 | −11,66 | 290 | −11,85 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 35 | −28,57 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 7 000 | −51,72 | 214 | −52,13 | |||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 21 590 | −1,48 | 662 | −1,63 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 161 752 | −3,07 | 4 963 | −3,24 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 217 404 | −18,74 | 6 670 | −18,88 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 15 702 | −16,35 | 482 | −18,06 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 9 430 | −22,81 | 289 | −22,93 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 641 | −75,76 | 19 | −76,54 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 121 612 | −1,44 | 3 731 | −1,58 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 59 054 | −28,93 | 2 | −50,00 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 92 135 | −13,21 | 2 827 | −13,37 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 117 964 | −1,69 | 3 619 | −1,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 245 695 | −28,64 | 7 538 | −28,76 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 21 577 | −0,73 | 1 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 92 269 | −1,64 | 2 831 | −1,80 | ||||
| 2025-08-08 | 13F | Creative Planning | 119 778 | −57,86 | 3 675 | −57,93 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 420 | −91,99 | 258 | −92,01 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 24 937 | −89,83 | 765 | −89,84 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 8 700 | −19,44 | 267 | −19,64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 125 | −59,68 | 4 | −66,67 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 32 701 | −1,33 | 1 003 | −1,47 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 26 575 | −0,88 | 815 | −0,97 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 64 408 | −51,36 | 1 976 | −51,44 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22 339 | −4,42 | 685 | −4,60 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 12 096 | −27,07 | 371 | −27,11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 697 | −26,70 | 574 | −26,82 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 198 273 | −1,58 | 6 083 | −1,73 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 7 795 | −16,14 | 239 | −16,14 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | McHugh Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 110 462 | −0,18 | 3 389 | −0,35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 23 | −88,50 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 6 879 | −97,75 | 211 | −97,75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 780 344 | −1,71 | 54 621 | −1,87 | ||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 18 878 | −35,16 | 579 | −35,23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 50 189 | −73,86 | 1 540 | −73,92 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 12 645 | −0,94 | 391 | 2,09 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47 918 | −7,69 | 1 470 | −7,84 | ||||
| 2025-05-12 | 13F | Trustmark National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 3 018 | −31,53 | 93 | −31,85 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 14 703 | −0,03 | 451 | 0,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 691 210 | −0,89 | 21 206 | −1,05 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 22 685 | −50,40 | 696 | −50,53 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 207 | −87,87 | 559 | −87,71 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 61 128 | −5,11 | 1 875 | −5,26 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 19 453 | −21,20 | 597 | −21,37 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29 952 | −16,44 | 919 | −16,62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13 397 | −17,85 | 411 | −17,96 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 38 837 | −5,60 | 1 192 | −5,78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16 231 | −52,73 | 498 | −52,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 142 545 | −3,30 | 4 373 | −3,47 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 37 821 | −4,84 | 1 160 | −5,00 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 21 375 | −5,39 | 666 | −4,03 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 610 950 | −7,71 | 80 104 | −7,86 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11 859 | −70,27 | 364 | −70,37 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 59 065 | −77,37 | 1 812 | −77,41 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 53 882 | −24,93 | 1 697 | −21,66 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 437 | −21,03 | 627 | −21,13 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 7 631 | −3,04 | 234 | −2,90 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31 342 | −9,43 | 962 | −9,60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 62 958 | −5,14 | 1 932 | −5,30 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 267 323 | −5,00 | 38 881 | −5,16 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 426 | −0,41 | 596 | −0,67 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 28 364 | −92,56 | 872 | −92,73 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 53 881 | −0,61 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 83 884 | −0,19 | 2 574 | −0,35 |
