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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | APPLX - Appleseed Fund Investor Class | 175 000 | −12,50 | 4 436 | −7,81 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 917 | −8,82 | 99 | −3,88 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 207 380 | −6,24 | 5 214 | 8,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 162 641 | −0,83 | 29 705 | 5,31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134 958 | −0,64 | 3 421 | 4,68 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8 255 | −77,67 | 209 | −76,49 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11 009 | −32,93 | 279 | −29,19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67 837 | −0,96 | 1 720 | 4,37 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 46 207 | −6,06 | 1 171 | −1,01 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 18 939 | −62,73 | 476 | −57,58 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 24 106 | −46,26 | 611 | −43,37 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 614 790 | −0,13 | 15 585 | 5,22 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 19 359 | −80,75 | 491 | −79,74 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 107 225 | −25,22 | 2 718 | −21,19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909 453 | −3,04 | 23 055 | 2,15 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 729 | −0,44 | 247 | 4,68 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 197 208 | −2,47 | 4 999 | 2,78 | ||||
| 2025-07-07 | 13F | Hedges Asset Management LLC | 65 000 | −17,20 | 1 648 | −12,76 | ||||
| 2025-05-19 | NP | LIONX - Issachar Fund Class N Shares | 60 000 | −40,77 | 1 444 | −30,09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 488 158 | −9,88 | 12 375 | −5,06 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 077 957 | −36,56 | 27 326 | −33,16 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 209 479 | −16,80 | 5 310 | −12,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 60 135 | −0,32 | 1 524 | 5,03 | ||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 60 000 | −19,46 | 1 521 | −15,12 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 294 990 | −1,50 | 7 478 | 3,78 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 15 000 | −26,24 | 380 | −22,29 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 147 316 | −6,59 | 3 734 | −1,58 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11 035 | −4,71 | 283 | 0,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 110 858 | −12,16 | 2 810 | −7,44 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10 488 | −0,06 | 266 | 5,16 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 244 | −87,32 | 39 | 2,63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 123 009 | −69,71 | 3 130 | −67,97 | ||||
| 2025-08-28 | NP | SAMM - Strategas Macro Momentum ETF | 9 574 | −61,55 | 243 | −59,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 225 | −24,20 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 13 181 | −0,48 | 334 | 5,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 155 591 | −43,93 | 3 944 | −29,57 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 19 550 | −6,07 | 496 | −1,00 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 11 000 | −35,97 | 279 | −32,69 | ||||
| 2025-07-29 | 13F | Arnhold LLC | 51 486 | −8,85 | 1 305 | −3,97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14 330 | −61,51 | 363 | −59,44 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 576 045 | −18,02 | 14 603 | −13,62 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 168 463 | −13,81 | 4 271 | −9,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17 718 | −2,34 | 449 | 2,98 | ||||
| 2025-07-29 | 13F | WS Portfolio Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 843 086 | −3,65 | 122 772 | 1,52 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 16 925 | −26,41 | 429 | −22,42 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 10 000 | −9,09 | 254 | −4,17 | ||||
| 2025-05-15 | 13F | Weiss Asset Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 405 197 | −3,00 | 10 272 | 2,20 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 259 | −85,23 | 7 | −85,71 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 87 951 | −2,87 | 2 230 | 2,34 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 13 270 | −31,53 | 336 | −27,90 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 253 080 | −1,66 | 6 416 | 3,62 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 204 857 | −0,01 | 5 193 | 5,36 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 866 612 | −0,68 | 21 969 | 4,64 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 129 406 | −57,59 | 3 280 | −55,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 346 603 | −37,18 | 8 786 | −33,81 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 37 134 | −4,82 | 941 | 0,32 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 355 694 | −2,53 | 9 017 | 2,69 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 354 550 | −1,16 | 8 988 | 4,14 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 2 020 000 | −5,65 | 51 207 | −0,59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 192 904 | −8,78 | 30 240 | −3,89 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 6 770 | −31,47 | 170 | −20,19 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 41 835 | −2,33 | 1 061 | 2,91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 337 | −5,17 | 465 | −0,22 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 37 872 | −11,46 | 960 | −6,71 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 35 700 | −0,56 | 905 | 4,75 | ||||
| 2025-05-15 | 13F | Wexford Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 170 064 | −1,76 | 4 311 | 3,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 40 090 | −4,42 | 1 016 | 0,69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sprott Inc. | 1 942 429 | −2,30 | 49 242 | 2,93 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 498 | −74,31 | 444 | −72,95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 447 302 | −21,76 | 11 339 | −17,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 988 | −6,68 | 177 | −1,67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30 069 | −47,19 | 762 | −44,34 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11 658 | −2,10 | 296 | 3,15 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 320 153 | −2,09 | 8 116 | 3,15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | −2,97 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 299 483 | −44,13 | 7 592 | −41,14 | ||||
| 2025-04-07 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 35 008 | −2,26 | 887 | 3,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 306 447 | −7,29 | 7 713 | −3,02 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 24 711 | −28,48 | 626 | −24,67 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 18 174 | −6,20 | 461 | −1,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 617 170 | −3,87 | 40 995 | 1,28 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 40 898 | −1,53 | 1 037 | 3,70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 100 767 | −1,40 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 53 944 | −0,10 | 1 367 | 5,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 221 171 | −9,55 | 5 607 | −4,71 | ||||
| 2025-04-22 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 1 788 | −62,58 | 45 | −58,10 | ||||
| 2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 84 776 | −0,24 | 2 149 | 5,14 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 74 065 | −11,86 | 1 878 | −7,13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 35 023 | −21,59 | 888 | −17,41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 368 | −1,57 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 39 510 | −0,50 | 1 002 | 4,82 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15 947 | −15,80 | 404 | −11,21 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20 000 | −9,09 | 507 | −4,16 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 13 000 | −12,16 | 313 | 4,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 960 | −24,89 | 120 | −36,84 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 258 356 | −13,94 | 6 549 | −9,32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 8 961 | −0,13 | 227 | 5,58 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 19 000 | −17,39 | 482 | −13,02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 23 847 | −16,78 | 605 | −12,34 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 227 655 | −1,27 | 5 771 | 4,04 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 28 299 | −69,39 | 717 | −67,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281 887 | −5,61 | 7 146 | −0,56 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 020 | −16,42 | 279 | −10,58 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 97 920 | −8,84 | 2 482 | −3,95 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 65 599 | −1,50 | 1 663 | 3,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 161 290 | −1,54 | 4 089 | 3,73 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 47 500 | −7,59 | 1 204 | −2,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 117 147 | −23,75 | 2 969 | −19,67 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Quilter Plc | 448 093 | −2,53 | 11 359 | 2,69 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 585 | −41,50 | 15 | −41,67 | ||||
| 2025-08-14 | 13F | Manatuck Hill Partners, LLC | 262 500 | −36,36 | 6 654 | −32,95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27 621 | −6,88 | 700 | −1,82 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 28 257 | −10,18 | 716 | −5,29 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 227 655 | −1,48 | 5 771 | 3,81 | ||||
| 2025-05-07 | 13F | Robinson Value Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59 915 | −6,36 | 1 519 | −1,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 552 | −34,98 | 622 | −31,50 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 209 531 | −1,75 | 5 312 | 3,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 31 536 | −3,07 | 799 | 2,17 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 341 901 | −0,98 | 8 756 | 11,13 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 259 978 | −2,21 | 6 590 | 3,03 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mason Hill Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 87 465 | −1,88 | 2 217 | 3,40 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 36 437 | −81,30 | 924 | −80,31 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 543 915 | −1,69 | 14 066 | 1,09 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 89 525 | −22,17 | 2 269 | −18,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 2 519 041 | −9,14 | 63 858 | −4,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37 477 | −35,91 | 950 | −31,75 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 15 895 | −2,75 | 403 | 2,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 453 624 | −5,13 | 37 | 0,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 237 065 | −0,33 | 6 183 | 8,04 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 43 100 | −5,48 | 1 093 | −0,46 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 87 533 | −10,66 | 2 219 | −5,90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 92 054 | −4,56 | 2 353 | 3,07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 32 087 | −7,63 | 813 | −2,63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 30 528 | −6,48 | 1 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 40 161 | −2,43 | 1 018 | 2,83 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 359 487 | −16,23 | 9 | −10,00 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 1 007 806 | −1,25 | 25 548 | 4,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 689 784 | −18,67 | 42 836 | −14,31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 871 490 | −0,72 | 47 442 | 4,60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10 216 | −3,48 | 259 | 1,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 524 818 | −3,54 | 140 054 | 1,63 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 12 490 | −9,35 | 317 | −4,53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48 487 | −64,04 | 1 229 | −62,11 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 103 870 | −0,59 | 2 633 | 4,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18 636 | −0,51 | 472 | 4,89 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 28 571 | −5,64 | 724 | −0,55 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 23 453 | −0,29 | 595 | 5,13 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 620 923 | −26,37 | 15 740 | −22,42 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 56 889 | −49,96 | 1 442 | −47,28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 71 543 | −51,88 | 1 814 | −49,32 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 369 | −0,68 | 314 | 4,68 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 14 960 | −35,21 | 385 | −36,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 205 995 | −27,85 | 5 222 | −23,99 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 322 264 | −3,91 | 8 169 | 1,24 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34 843 | −5,27 | 883 | −0,23 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 232 141 | −16,20 | 5 885 | −11,70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 23 046 | −1,51 | 584 | 3,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 026 | −19,86 | 77 | −15,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22 674 | −14,31 | 575 | −9,75 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 631 977 | −3,41 | 16 021 | 1,77 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11 545 | −98,15 | 293 | −98,06 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 314 | −17,48 | 287 | 3,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29 255 | −6,86 | 742 | −1,85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 129 503 | −0,62 | 3 283 | 4,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 261 148 | −8,24 | 108 020 | −3,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 54 706 | −13,08 | 1 387 | −8,45 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 254 542 | −1,79 | 6 453 | 3,48 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 548 770 | −13,21 | 13 796 | 0,79 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 544 | −0,22 | 343 | 5,21 | ||||
| 2025-08-26 | NP | PVCMX - Palm Valley Capital Fund Investor Class | 155 197 | −23,45 | 3 934 | −19,34 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 29 141 | −24,82 | 739 | −20,82 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 47 670 | −1,57 | 1 208 | 3,69 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 363 455 | −5,61 | 9 214 | −0,55 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 828 | −0,56 | 224 | 4,69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 36 463 | −24,31 | 924 | −20,29 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 56 560 | −7,23 | 1 434 | −2,25 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 51 316 | −24,97 | 1 301 | −20,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 927 690 | −23,31 | 23 517 | −19,20 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 68 747 | −1,24 | 1 743 | 4,06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 130 919 | −0,22 | 3 319 | 5,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 300 116 | −22,40 | 8 | −22,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76 656 | −5,24 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 27 300 | −94,01 | 692 | −93,69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 572 423 | −5,62 | 14 511 | −0,56 |
