Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Tudor Financial Inc. | 119 370 | −21,66 | 1 329 | −22,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 687 | −9,97 | 286 | −10,94 | ||||
| 2025-05-13 | 13F | Howard Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 5 404 | −5,26 | 60 | −4,76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31 716 | −51,27 | 353 | −51,64 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15 665 | −35,86 | 174 | −36,50 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 363 558 | −5,46 | 4 046 | −6,21 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 65 062 | −35,85 | 724 | −36,32 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 53 988 | −5,27 | 601 | −6,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 27 640 | −3,59 | 308 | −4,36 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 48 286 | −67,57 | 537 | −67,84 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 585 | −4,33 | 118 | −5,65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 203 478 | −18,12 | 2 265 | −18,79 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 112 722 | −10,45 | 1 255 | −11,19 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 68 857 | −0,17 | 773 | −0,13 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 588 | −11,44 | 129 | −12,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 134 965 | −8,95 | 1 502 | −9,68 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 060 | −23,61 | 45 | −23,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 50 104 | −6,52 | 558 | −7,32 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 624 | −1,68 | 63 | −3,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 512 | −7,25 | 162 | −9,04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 26 384 | −1,65 | 294 | −2,66 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 102 385 | −46,40 | 1 140 | −46,85 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 48 604 | −0,42 | 541 | −1,28 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 301 | −2,56 | 248 | −3,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24 112 | −80,36 | 268 | −80,54 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14 219 | −0,52 | 158 | −1,25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 909 | −84,21 | 121 | −84,39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 085 | −10,14 | 268 | −10,96 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 675 | −9,69 | 141 | −10,19 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11 433 | −59,79 | 128 | −60,86 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11 823 | −3,73 | 132 | −4,38 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 000 000 | −110 | |||||
| 2025-08-14 | 13F | Comerica Bank | 183 867 | −5,60 | 2 046 | −6,36 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 65 967 | −11,66 | 734 | −12,31 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 725 | −74,99 | 8 | −75,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118 618 | −0,51 | 1 320 | −1,27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 063 | −14,79 | 279 | −15,76 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 407 975 | −7,02 | 4 541 | −7,78 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 48 536 | −11,87 | 540 | −12,48 | ||||
| 2025-06-25 | NP | FPE - First Trust Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 3 995 460 | −36,05 | 44 070 | −38,93 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 92 811 | −0,91 | 1 033 | −1,71 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48 574 | −6,45 | 541 | −7,22 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 56 383 | −4,41 | 628 | −5,14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 158 | −97,69 | 2 | −98,68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 255 | −76,58 | 92 | −76,96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22 357 | −55,24 | 249 | −55,71 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 40 461 | −8,81 | 450 | −9,46 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3 805 | −69,81 | 42 | −70,21 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 803 | −19,39 | 243 | −20,13 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 2 506 | −3,21 | 28 | −6,90 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 399 | −11,14 | 4 | −20,00 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 11 743 | −13,42 | 131 | −14,47 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 500 | −37,50 | 6 | −37,50 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38 526 | −6,07 | 429 | −6,96 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 152 655 | −75,04 | 2 | −83,33 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 519 399 | −39,75 | 9 586 | −0,89 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 25 131 | −2,17 | 280 | −3,12 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 388 | −19,55 | 327 | −20,05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 657 | −2,53 | 174 | −3,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 40 059 | −4,39 | 446 | −5,32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 168 236 | −69,42 | 1 872 | −69,67 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 16 880 | −3,16 | 188 | −4,10 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 40 092 | −5,43 | 446 | −6,11 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 31 097 | −1,53 | 346 | −2,26 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 186 413 | −3,19 | 2 075 | −3,98 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 645 312 | −0,55 | 7 182 | −1,35 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 461 867 | −1,02 | 5 141 | −1,81 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 161 347 | −2,35 | 1 796 | −3,13 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 70 395 | −21,87 | 783 | −22,48 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 996 | −0,03 | 145 | −0,69 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 471 310 | −3,41 | 5 246 | −4,18 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11 334 | −13,99 | 127 | −16,45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 132 720 | −28,48 | 1 477 | −30,95 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 339 | −1,47 | 115 | −1,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166 514 | −5,62 | 1 853 | −6,37 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 29 089 | −0,19 | 324 | −0,92 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 100 000 | −4,76 | 1 113 | −5,52 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Running Point Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 5 212 678 | −5,67 | 58 017 | −6,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 661 | −58,37 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 755 | −71,13 | 198 | −71,41 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 14 404 | −9,54 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 089 632 | −14,87 | 34 388 | −15,55 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7 086 | −21,21 | 79 | −22,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 170 060 | −2,51 | 1 893 | −3,32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13 539 | −13,73 | 151 | −14,77 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 10 430 | −85,25 | 116 | −85,37 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | First Trust Intermediate Duration Preferred & Income Fund This fund is a listed as child fund of First Trust Advisors Lp 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 | 1 051 491 | −29,94 | 11 598 | −33,10 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 27 145 | −37,17 | 302 | −37,60 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 34 710 | −11,53 | 386 | −12,27 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 176 | −8,80 | 24 | −7,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 801 | −0,50 | 298 | −1,32 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 12 720 | −2,54 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 587 399 | −1,00 | 173 488 | −1,80 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 840 224 | −1,73 | 9 352 | −2,52 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 222 207 | −1,42 | 2 473 | −2,21 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 823 | −13,86 | 165 | −15,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188 700 | −63,87 | 2 100 | −64,16 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 802 | −47,69 | 309 | −48,15 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 210 558 | −18,20 | 2 344 | −18,87 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 39 862 | −5,75 | 444 | −6,54 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 088 556 | −41,93 | 12 116 | −42,39 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80 | −53,49 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 926 | −8,72 | 200 | −9,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 | −96,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 706 998 | −2,27 | 30 129 | −3,05 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 119 | −80,05 | 179 | −80,24 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 168 004 | −37,40 | 1 870 | −37,93 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 20 700 | −7,61 | 230 | −8,37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 36 493 | −34,12 | 406 | −34,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 425 | −17,81 | 283 | −18,73 | ||||
| 2025-04-14 | 13F | Perennial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 123 383 | −5,90 | 1 373 | −6,66 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 16 100 | −4,17 | 179 | −4,79 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 15 823 | −62,25 | 176 | −62,55 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 42 742 | −14,05 | 476 | −14,72 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 197 073 | −6,43 | 2 193 | −7,19 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 255 975 | −3,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 215 421 | −45,96 | 2 | −50,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 400 851 | −1,47 | 16 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 6 747 | −0,72 | 75 | −1,32 | ||||
| 2025-05-06 | 13F | Burney Co/ | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 464 815 | −7,57 | 5 238 | −7,16 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28 916 | −0,08 | 322 | −0,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113 327 | −22,87 | 1 261 | −23,48 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 2 578 | −19,71 | 29 | −22,22 | ||||
| 2025-04-17 | 13F | Dohj, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 30 467 | −27,35 | 345 | −26,60 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 61 042 | −5,83 | 679 | −6,60 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 9 200 | −14,81 | 102 | −15,70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30 749 | −63,18 | 342 | −63,46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25 250 | −68,37 | 281 | −68,60 | ||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 56 400 | −4,29 | 628 | −5,14 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31 200 | −21,21 | 347 | −21,85 | |||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 789 | −17,73 | 9 | −20,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14 389 | −6,50 | 160 | −6,98 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 379 539 | −53,40 | 37 614 | −53,77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 43 925 | −7,04 | 489 | −7,92 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 56 459 | −15,13 | 628 | −15,82 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28 748 | −2,00 | 322 | −1,23 | ||||
| 2025-04-09 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 70 572 | −4,55 | 785 | −5,31 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 32 686 | −17,96 | 364 | −18,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 315 730 | −11,73 | 3 514 | −12,43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 82 640 | −3,88 | 920 | −4,67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 272 722 | −3,85 | 3 035 | −4,62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 43 127 | −17,71 | 480 | −18,40 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73 834 | −11,75 | 822 | −12,47 | ||||
| 2025-06-25 | NP | FPEAX - First Trust Preferred Securities and Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp 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 | 125 085 | −54,72 | 1 380 | −56,77 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70 791 | −12,07 | 788 | −12,85 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 49 | −46,74 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 460 | −0,58 | 72 | −1,39 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 106 190 | −0,06 | 1 182 | −0,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 630 329 | −4,54 | 7 016 | −5,31 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 23 526 | −4,60 | 262 | −5,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 122 149 | −18,31 | 1 360 | −18,96 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 504 | −89,75 | 139 | −89,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 860 | −4,72 | 121 | −5,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 751 993 | −10,87 | 86 280 | −11,58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 805 910 | −4,74 | 9 | −11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 861 034 | −54,84 | 76 363 | −55,20 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 624 | −6,05 | 129 | −6,52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 25 391 | −1,28 | 283 | −2,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 898 208 | −3,78 | 54 405 | −4,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 850 | −5,31 | 199 | −6,16 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17 509 | −8,12 | 195 | −8,92 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 47 108 | −1,04 | 524 | −1,87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 810 834 | −8,82 | 9 025 | −9,55 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 581 671 | −6,12 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 22 125 | −7,88 | 246 | −8,55 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 725 | −16,87 | 19 | −17,39 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 12 314 | −9,26 | 137 | −9,87 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 776 | −15,59 | 120 | −16,78 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 31 647 | −5,17 | 352 | −5,88 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 017 | −3,95 | 22 | −4,35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 59 585 | −0,34 | 663 | −1,04 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14 554 | −0,71 | 162 | −1,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 390 385 | −5,15 | 4 345 | −5,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 373 775 | −0,62 | 4 160 | −1,40 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28 823 | −0,63 | 316 | −0,32 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 080 | −73,27 | 12 | −73,33 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 50 | −72,97 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 10 936 | −26,25 | 122 | −27,11 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 205 191 | −2,64 | 2 284 | −3,43 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 21 209 | −2,78 | 236 | −3,28 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 790 888 | −2,50 | 8 803 | −3,27 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 40 900 | −10,89 | 455 | −11,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 72 941 | −10,07 | 812 | −10,88 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 554 | −32,73 | 17 | −32,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sierra Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64 640 088 | −3,01 | 719 444 | −3,79 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 287 | −8,38 | 170 | −9,09 |
