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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 25 569 | −0,55 | 4 674 | 6,40 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 501 | −9,89 | 92 | −4,21 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 389 | −9,30 | 437 | −3,11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 211 543 | −3,18 | 221 | 3,76 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10 079 | −74,73 | 1 843 | −72,98 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 698 | −18,63 | 1 225 | −12,94 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 141 067 | −2,72 | 25 790 | 4,07 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25 526 | −48,92 | 4 667 | −45,36 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 48 | −48,39 | 9 | −46,67 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 20 011 | −3,42 | 3 658 | 3,33 | ||||
| 2025-08-04 | 13F | Balentine LLC | 70 252 | −5,57 | 12 843 | 1,02 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 563 | −6,48 | 103 | 0,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 17 121 | −12,97 | 3 130 | −6,87 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 3 114 | −33,36 | 569 | −28,70 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 17 183 | −0,43 | 3 141 | 6,51 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 535 | −26,91 | 4 219 | −18,96 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 1 750 | −7,06 | 320 | −0,62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 504 | −0,57 | 1 372 | 6,36 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 043 | −2,46 | 922 | 4,30 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 32 539 | −6,18 | 5 949 | 0,37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 164 758 | −0,76 | 30 121 | 6,17 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 374 | −8,64 | 251 | −2,33 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 16 992 | −10,06 | 3 106 | −3,78 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 2 309 | −9,84 | 422 | −3,43 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 7 573 | −4,20 | 1 384 | 2,52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 738 | −12,71 | 866 | −6,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 188 562 | −3,80 | 34 473 | 2,92 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 363 | −12,33 | 3 723 | −6,22 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 48 578 | −10,13 | 8 881 | −3,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 020 | −5,35 | 1 100 | 1,29 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 51 657 | −3,23 | 9 444 | 3,52 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2 106 | −14,08 | 385 | −7,89 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 45 590 | −0,27 | 8 335 | 6,70 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 553 | −6,33 | 284 | 0,00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 8 121 | −2,77 | 1 485 | 3,99 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11 245 | −7,49 | 2 056 | −1,06 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19 277 | −1,08 | 3 524 | 5,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 534 579 | −1,35 | 97 732 | 5,54 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 7 669 | −1,55 | 1 402 | 5,33 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 235 | −6,09 | 409 | 0,49 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 135 950 | −2,53 | 24 854 | 4,28 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 228 911 | −6,11 | 41 850 | 0,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 464 931 | −0,99 | 451 | 5,88 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 920 | −12,65 | 351 | −6,40 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 303 | −29,53 | 55 | −24,66 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 467 | −8,08 | 271 | 4,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2 751 | −95,48 | 503 | −95,18 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 018 | −3,72 | 369 | 2,79 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2 570 | −65,80 | 470 | −63,47 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 567 | −55,49 | 97 | −57,52 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 11 899 | −35,94 | 2 175 | −31,47 | ||||
| 2025-08-15 | 13F | Concentric Capital Strategies, LP | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 148 691 | −8,22 | 27 184 | −1,81 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 96 | −28,89 | 18 | −26,09 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 108 297 | −0,06 | 19 799 | 6,91 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 957 | −18,15 | 1 089 | −12,39 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 17 093 | −4,93 | 3 125 | 1,69 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 319 388 | −7,09 | 58 391 | −0,60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 21 425 | −10,51 | 3 917 | −4,28 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 30 505 | −0,69 | 5 577 | 6,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 206 297 | −3,98 | 37 715 | 2,73 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 5 500 | −0,72 | 1 006 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 152 | −20,66 | 211 | −15,32 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 18 106 | −16,60 | 3 310 | −10,76 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 132 | −0,71 | 1 121 | 6,26 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 228 911 | −6,11 | 41 850 | 0,44 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 70 831 | −4,44 | 12 949 | 2,23 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 32 782 | −11,05 | 6 077 | −1,68 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 58 611 | −71,91 | 10 715 | −69,95 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 311 | −3,96 | 240 | 2,58 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 759 | −5,24 | 139 | 1,47 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 412 892 | −30,85 | 75 485 | −26,03 | ||||
| 2025-05-09 | 13F | Evolution Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 16 256 | −12,20 | 3 | −33,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 642 368 | −0,19 | 117 438 | 6,78 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 111 624 | −12,37 | 20 407 | −6,25 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 117 722 | −8,17 | 21 522 | −1,76 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 193 983 | −0,41 | 35 464 | 6,55 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 282 | −6,70 | 234 | 0,00 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 186 | −3,12 | 34 | 6,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 400 | −48,48 | 622 | −44,90 | |||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 52 997 | −5,16 | 9 689 | 1,46 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 101 | −2,05 | 384 | 4,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 106 194 | −2,51 | 19 414 | 6,85 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 950 182 | −4,77 | 173 712 | 1,87 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 4 945 | −3,61 | 904 | 3,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 566 | −1,11 | 652 | 5,68 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 780 | −0,45 | 325 | 6,56 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 7 142 | −5,62 | 1 306 | 0,93 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 4 774 | −14,49 | 873 | −8,60 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92 271 | −1,85 | 16 869 | 5,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 95 | −1,04 | 18 | 6,25 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 5 599 | −0,27 | 1 024 | 6,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 52 797 | −12,91 | 10 | −10,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5 629 | −76,36 | 1 | −75,00 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3 888 | −4,12 | 711 | 2,60 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 48 892 | −25,06 | 8 938 | −19,82 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 057 | −30,24 | 742 | −25,38 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 774 | −2,70 | 507 | 4,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 667 824 | −5,44 | 2 681 571 | 1,16 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 194 | −20,45 | 401 | −14,86 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 2 441 | −14,95 | 446 | −8,98 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 207 | −0,17 | 215 | 4,37 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 98 353 | −13,23 | 18 058 | −3,83 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 321 | −60,85 | 59 | −58,57 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 150 | −14,29 | 27 | −6,90 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12 207 | −7,75 | 2 232 | −1,33 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 315 547 | −37,31 | 57 732 | −32,88 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 362 | −28,46 | 66 | −23,26 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 35 323 | −0,10 | 6 458 | 6,87 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 033 | −5,57 | 555 | 1,09 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 19 764 | −71,01 | 3 613 | −68,99 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 102 | −12,12 | 201 | −6,07 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 816 | −41,25 | 515 | −37,24 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 174 983 | −10,71 | 580 450 | −4,47 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 34 505 | −4,94 | 6 308 | 1,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5 268 | −11,61 | 963 | −5,40 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68 152 | −19,66 | 12 460 | −14,05 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 9 348 | −2,15 | 1 709 | 4,72 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 204 | −9,33 | 37 | −2,63 | ||||
| 2025-04-25 | 13F | DSG Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1 222 | −3,25 | 223 | 3,72 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 100 102 | −0,40 | 18 301 | 6,56 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 4 497 | −8,56 | 822 | −2,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 125 015 | −4,13 | 22 855 | 2,57 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 40 700 | −7,83 | 7 441 | −1,40 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 647 | −4,58 | 1 032 | 2,08 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 198 042 | −6,66 | 36 206 | −0,14 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 662 | −83,42 | 2 | −90,00 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 67 879 | −1,51 | 12 410 | 5,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 342 652 | −6,52 | 245 464 | 0,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 404 | −0,71 | 1 536 | 6,22 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 26 698 | −2,21 | 4 881 | 4,61 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 43 322 | −7,18 | 7 920 | −0,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 134 311 | −0,39 | 24 445 | 6,08 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 43 427 | −3,75 | 7 939 | 2,97 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3 652 | −79,98 | 668 | −78,59 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 325 | −28,38 | 242 | −23,42 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 5 660 | −3,21 | 1 035 | 3,50 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19 382 | −84,90 | 3 543 | −83,85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 473 831 | −5,12 | 86 626 | 1,50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 980 | −3,50 | 2 007 | 4,04 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 126 534 | −2,32 | 23 133 | 4,50 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7 819 | −16,46 | 1 430 | −10,63 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 1 788 | −62,89 | 327 | −60,39 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 22 378 | −3,52 | 4 091 | 3,23 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 191 369 | −8,41 | 34 986 | −2,01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 030 | −60,55 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 2 836 | −3,37 | 519 | 3,39 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 118 687 | −46,20 | 21 698 | −42,44 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 251 710 | −5,01 | 46 018 | 1,63 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2 285 | −5,77 | 418 | 0,72 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2 644 | −11,33 | 483 | −5,11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 70 133 | −4,15 | 12 822 | 2,54 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 27 370 | −8,92 | 5 004 | −2,57 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 2 641 | −11,76 | 483 | −5,68 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 686 | −1,98 | 1 040 | 4,84 | ||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 29 448 | −4,50 | 5 384 | 2,16 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 1 964 | −86,38 | 359 | −85,46 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 2 629 | −7,20 | 481 | −0,83 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 215 406 | −0,16 | 39 381 | 6,81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 080 789 | −2,96 | 1 294 510 | 3,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121 234 | −79,59 | 22 | −79,44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282 740 | −2,18 | 51 691 | 4,65 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 307 | −2,53 | 422 | 4,21 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 368 | −4,00 | 250 | 2,88 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 909 | −99,93 | 349 | −99,92 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 601 | −9,96 | 293 | −3,63 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 210 | −59,85 | 38 | −57,30 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 335 092 | −0,05 | 61 262 | 6,93 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 066 | −50,00 | 1 475 | −46,52 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 59 780 | −4,16 | 10 929 | 2,53 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 15 228 | −8,51 | 2 784 | −2,14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 16 222 | −0,91 | 2 966 | 6,01 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 68 160 | −0,59 | 12 461 | 6,35 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 112 716 | −3,60 | 19 262 | −7,49 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 226 | −54,71 | 42 | −51,76 | ||||
| 2025-05-28 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 3 325 | −0,75 | 568 | −4,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 113 609 | −1,60 | 386 410 | 5,27 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9 475 | −18,58 | 1 732 | −12,88 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | −15,25 | 9 | −10,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 832 | −2,91 | 518 | 3,82 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21 653 | −2,37 | 3 959 | 4,46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 54 303 | −30,35 | 9 928 | −25,50 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 57 349 | −2,15 | 10 485 | 4,68 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 15 399 | −16,42 | 2 815 | −10,58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 27 913 | −1,55 | 5 103 | 5,30 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 204 412 | −0,14 | 37 371 | 6,83 | ||||
| 2025-05-12 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 753 | −1,38 | 6 536 | 5,50 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 585 | −0,50 | 473 | 6,55 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 2 561 | −8,40 | 468 | −1,89 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 67 826 | −72,86 | 12 400 | −70,96 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 28 603 | −45,41 | 5 229 | −41,59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 103 395 | −4,60 | 201 723 | 2,06 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 185 759 | −0,27 | 33 960 | 6,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 377 | −5,22 | 435 | 1,40 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 21 940 | −4,98 | 4 086 | 8,30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 708 | −11,78 | 312 | −5,45 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 067 | −1,76 | 561 | 5,07 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 206 335 | −4,16 | 37 722 | 2,54 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 15 135 | −23,77 | 2 767 | −18,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 52 000 | −24,48 | 9 507 | −19,21 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 1 467 | −23,95 | 268 | −18,54 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23 700 | −15,80 | 4 358 | −9,40 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 51 816 | −1,14 | 9 473 | 5,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 626 943 | −1,21 | 114 618 | 5,69 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 759 | −6,82 | 687 | −0,29 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10 378 | −0,84 | 1 897 | 6,10 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21 845 | −7,93 | 3 994 | −1,50 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 67 839 | −13,55 | 12 402 | −7,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 468 551 | −0,14 | 1 365 401 | 6,83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 71 208 | −5,23 | 13 018 | 1,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 028 | −13,55 | 1 285 | −7,56 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 431 | −15,66 | 79 | −10,34 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 25 | −69,51 | 5 | −71,43 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 3 063 | −0,42 | 560 | 6,48 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 1 200 | −8,05 | 219 | −1,79 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 5 960 | −1,36 | 1 090 | 5,52 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 255 753 | −2,62 | 229 577 | 4,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1 299 | −97,97 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 905 | −1,69 | 2 404 | 7,09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 570 | −18,80 | 104 | −13,33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10 892 | −7,76 | 1 991 | −1,29 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160 669 | −26,56 | 29 374 | −21,43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 148 014 | −8,16 | 209 880 | −1,75 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 73 952 | −26,07 | 13 520 | −20,91 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 19 595 | −4,96 | 3 582 | 1,67 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 491 900 | −7,50 | 89 929 | −1,04 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 569 | −43,61 | 104 | −39,53 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 745 | −14,21 | 1 416 | −8,41 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 227 | −11,66 | 956 | −5,54 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 58 180 | −32,51 | 10 636 | −27,79 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 236 | −29,54 | 1 323 | −24,63 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 1 595 | −50,36 | 292 | −46,99 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1 338 | −5,51 | 245 | 0,83 | ||||
| 2025-06-03 | 13F | Invst, LLC | 105 315 | −26,58 | 17 997 | −29,55 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 66 536 | −19,20 | 12 164 | −13,56 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 2 771 | −33,25 | 507 | −28,63 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 637 | −8,74 | 117 | −2,52 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 24 305 | −11,66 | 4 443 | −5,49 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 5 032 | −1,08 | 920 | 5,87 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 061 | −20,30 | 1 108 | −14,70 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 10 090 | −4,14 | 1 845 | 2,56 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 102 097 | −8,47 | 18 665 | −2,07 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 29 362 | −1,90 | 5 368 | 4,95 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 20 011 | −39,19 | 3 658 | −34,95 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 077 | −7,39 | 1 111 | −0,89 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 5 711 | −5,29 | 1 044 | 1,36 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 8 390 | −45,71 | 1 534 | −44,30 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 70 947 | −2,50 | 12 124 | −2,49 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 398 080 | −6,20 | 438 417 | 0,34 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 506 | −0,27 | 1 372 | 6,69 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3 807 | −1,32 | 696 | 5,46 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 275 | −55,86 | 599 | −52,84 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 153 520 | −13,10 | 28 067 | −7,04 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 864 | −46,17 | 341 | −42,47 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 223 | −11,63 | 224 | −5,51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 497 | −4,64 | 4 844 | 2,02 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 3 594 | −13,13 | 657 | −6,94 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 507 | −1,57 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1 800 | −0,17 | 308 | −4,06 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1 669 | −0,83 | 305 | 6,27 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 161 963 | −0,77 | 29 610 | 6,16 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 434 712 | −16,61 | 79 474 | −10,79 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 14 783 | −51,58 | 2 703 | −48,21 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 9 822 | −9,62 | 1 802 | −3,02 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 11 634 | −5,52 | 2 127 | 1,05 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 163 122 | −22,36 | 29 822 | −16,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 002 949 | −7,61 | 731 819 | −1,16 | ||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 216 | −8,20 | 1 136 | −1,82 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 125 216 | −0,28 | 22 892 | 6,68 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 128 585 | −23,44 | 23 508 | −18,10 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 7 389 | −4,58 | 1 351 | 2,04 | ||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2 067 | −21,70 | 378 | −16,41 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 454 704 | −8,06 | 83 129 | −1,64 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 085 | −70,64 | 198 | −68,62 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 9 034 | −2,32 | 1 652 | 4,49 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 15 837 | −15,23 | 2 895 | −9,30 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 8 742 | −1,85 | 1 598 | 4,99 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 39 554 | −43,52 | 7 231 | −39,58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 470 283 | −9,32 | 85 977 | −2,99 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 985 | −1,52 | 546 | 5,42 | ||||
| 2025-08-12 | 13F | Prudential Plc | 3 776 | −54,37 | 690 | −51,20 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 74 195 | −33,52 | 13 564 | −28,88 | ||||
| 2025-04-21 | 13F | Kraft Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2 701 | −22,16 | 494 | −16,72 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3 048 | −64,82 | 553 | −62,36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 209 058 | −3,52 | 952 320 | 3,22 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 547 | −8,35 | 283 | −2,08 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 501 102 | −3,83 | 91 611 | 2,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3 752 | −98,51 | 686 | −98,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 407 | −68,91 | 74 | −66,82 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 106 | −14,93 | 1 | |||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 19 685 | −0,96 | 3 599 | 5,95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28 482 | −55,05 | 5 207 | −53,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 216 952 | −7,44 | 222 524 | −1,01 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 279 | −7,92 | 51 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 369 | −14,16 | 1 347 | −8,18 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 29 463 | −10,90 | 5 386 | −0,88 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 9 110 | −11,11 | 1 673 | −4,51 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 3 851 | −8,16 | 704 | −1,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 14 500 | −10,49 | 2 651 | −4,26 | |||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 8 614 | −0,65 | 1 575 | 6,28 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 22 259 | −33,42 | 4 070 | −28,78 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 8 531 | −42,52 | 1 560 | −38,53 | ||||
| 2025-04-17 | 13F | Advanced Asset Management Advisors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6 955 | −70,39 | 1 189 | −71,60 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 6 505 | −0,02 | 1 189 | 7,02 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Claris Financial LLC | 3 514 | −48,59 | 642 | −47,25 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 30 050 | −11,65 | 5 533 | −4,82 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 1 730 | −7,54 | 316 | −0,94 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 15 631 | −1,31 | 2 858 | 5,58 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 23 429 | −11,37 | 4 283 | −5,18 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 168 419 | −32,73 | 30 790 | −28,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 553 | −18,90 | 467 | −13,22 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 253 | −42,38 | 960 | −38,34 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 283 | −4,60 | 417 | 2,21 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 379 | −44,67 | 69 | −41,03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 19 172 | −1,90 | 3 505 | 5,48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 47 425 | −21,44 | 8 670 | −15,95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 664 | −2,78 | 1 401 | 4,01 | ||||
| 2025-04-29 | 13F | Jackson Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 20 649 | −0,98 | 3 775 | 5,95 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 974 152 | −3,29 | 909 349 | 3,47 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3 886 | −18,10 | 710 | −12,35 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 2 478 | −35,54 | 453 | −31,10 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 8 338 | −32,79 | 1 524 | −28,11 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 54 536 | −1,68 | 9 970 | 5,18 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 4 635 | −0,19 | 847 | 6,81 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 23 812 | −13,23 | 4 353 | −7,17 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 27 696 | −3,39 | 5 063 | 3,35 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 44 730 | −2,26 | 8 143 | 4,46 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 288 385 | −1,96 | 52 723 | 4,89 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 92 472 | −10,05 | 16 906 | −7,65 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169 731 | −54,64 | 31 030 | −51,47 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 29 185 | −0,95 | 5 336 | 1,68 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 10 087 | −2,79 | 1 844 | 4,00 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 464 670 | −30,28 | 84 951 | −25,42 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 215 | −65,15 | 39 | −62,86 | ||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 198 | −5,00 | 219 | 1,86 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 12 228 | −1,01 | 2 090 | −5,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3 315 645 | −1,08 | 606 166 | 5,82 | ||||
| 2025-08-12 | 13F | Barings Llc | 275 752 | −4,10 | 50 413 | 2,59 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 37 329 | −20,47 | 6 322 | −26,54 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 35 000 | −50,00 | 6 399 | −46,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 106 077 | −0,66 | 202 213 | 6,28 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 3 565 | −1,52 | 652 | 5,34 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 898 | −94,69 | 347 | −94,34 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 88 054 | −2,60 | 15 048 | −6,53 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 292 397 | −56,53 | 51 772 | −58,46 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 47 027 | −2,31 | 8 036 | −6,25 | ||||
| 2025-04-24 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17 027 | −0,43 | 3 113 | 6,50 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 9 629 | −8,49 | 1 760 | −2,11 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 17 595 | −46,14 | 3 240 | −41,97 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1 633 | −13,28 | 299 | −6,87 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 135 | −13,71 | 1 853 | −7,72 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 105 | −79,08 | 933 | −77,63 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 093 | −2,91 | 3 673 | 3,87 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 894 | −3,42 | 712 | 3,34 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 565 | −4,62 | 835 | 2,08 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17 800 | −16,75 | 3 254 | −10,92 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 124 056 | −35,03 | 22 680 | −30,50 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 10 021 | −27,24 | 1 832 | −22,18 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 3 543 | −9,22 | 648 | −2,85 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2 346 | −4,83 | 429 | 1,66 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150 184 | −3,37 | 27 457 | 3,38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 867 | −25,39 | 1 255 | −20,17 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 302 641 | −0,35 | 55 329 | 6,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 502 942 | −0,55 | 91 948 | 6,39 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 782 445 | −0,78 | 143 047 | 6,14 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 14 851 | −16,58 | 2 715 | −10,78 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 036 | −3,78 | 2 749 | 2,92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 8 024 | −9,37 | 1 371 | −13,01 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 474 242 | −3,56 | 86 701 | 3,17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 87 780 | −42,40 | 16 048 | −38,38 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 287 257 | −21,31 | 52 516 | −15,81 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 773 | −10,01 | 139 | −4,79 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 599 | −33,59 | 109 | −29,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 409 396 | −4,40 | 74 846 | 2,27 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 27 125 | −2,74 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 34 346 | −3,47 | 6 279 | 3,27 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 5 508 | −1,80 | 1 007 | 5,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 521 | −31,52 | 37 025 | −26,78 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 155 879 | −3,71 | 28 498 | 3,01 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 4 598 | −0,24 | 841 | 6,73 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 5 195 | −2,37 | 1 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 755 | −4,68 | 2 515 | 1,95 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 295 | −17,62 | 237 | −11,94 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 16 326 | −31,42 | 2 985 | −26,65 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 23 | −73,86 | 4 | −71,43 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 7 227 | −2,54 | 1 321 | 4,26 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 216 023 | −10,84 | 39 493 | −4,63 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2 375 | −24,65 | 434 | −19,33 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 59 386 | −1,11 | 10 857 | 5,79 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 310 | −0,23 | 239 | 6,70 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 58 210 | −13,04 | 10 642 | −6,97 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13 780 | −1,23 | 2 519 | 5,66 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 499 | −6,90 | 91 | 0,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 170 | −98,64 | 214 | −98,55 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 14 547 | −2,88 | 2 659 | 3,91 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 19 317 | −35,40 | 3 532 | −30,90 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 6 962 | −7,20 | 1 273 | −0,78 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7 632 | −1,40 | 1 395 | 5,52 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1 621 | −1,04 | 296 | 6,09 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 737 | −12,98 | 318 | −7,04 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 2 995 | −58,92 | 548 | −56,06 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 57 582 | −9,46 | 10 527 | −3,14 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 21 614 | −3,37 | 3 952 | 3,38 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 228 911 | −6,11 | 41 850 | 0,44 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 9 431 | −1,61 | 1 724 | 5,31 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 128 492 | −4,17 | 23 491 | 2,52 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 913 | −28,65 | 898 | −23,64 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 713 | −7,08 | 6 712 | −0,61 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1 239 | −2,29 | 227 | 4,63 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 115 | −18,13 | 752 | −12,46 | ||||
| 2025-08-01 | 13F | Motco | 960 | −18,64 | 177 | −12,44 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 11 127 | −0,05 | 2 034 | 6,94 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 43 939 | −0,83 | 8 033 | 6,09 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 060 764 | −3,58 | 193 929 | 3,15 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1 577 | −40,27 | 288 | −36,14 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 37 857 | −6,31 | 6 921 | 0,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 182 195 | −29,42 | 33 309 | −24,67 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 28 061 | −4,09 | 5 241 | 4,84 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 195 379 | −3,61 | 35 719 | 3,12 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 6 142 | −0,03 | 1 123 | 6,96 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 1 700 | −1,56 | 311 | 5,08 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 8 560 | −4,10 | 1 565 | 2,56 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 15 815 | −1,67 | 2 891 | 5,20 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 11 093 | −10,66 | 2 028 | −4,38 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 46 657 | −1,08 | 8 530 | 5,82 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 68 745 | −2,43 | 12 568 | 4,39 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 3 205 | −16,60 | 586 | −10,67 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 3 433 | −12,33 | 628 | −6,28 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 3 297 | −2,86 | 603 | 3,79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 531 | −5,14 | 1 011 | 13,85 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3 758 | −14,73 | 687 | −8,76 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10 273 | −21,75 | 1 878 | −16,27 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 95 081 | −0,69 | 17 383 | 6,25 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 2 011 | −23,42 | 368 | −18,08 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 27 612 | −1,61 | 5 077 | 11,81 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 48 843 | −20,67 | 8 929 | −15,14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 437 | −30,41 | 263 | −25,57 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1 706 | −14,49 | 312 | −8,53 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 9 789 | −4,84 | 1 780 | 1,25 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 1 514 | −0,98 | 277 | 5,75 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 634 | −40,41 | 117 | −33,33 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 15 226 | −18,56 | 2 784 | −12,87 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 32 475 | −28,89 | 5 937 | −23,92 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3 243 | −28,68 | 593 | −23,81 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 29 491 | −1,85 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 011 | −0,05 | 368 | 7,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 11 074 | −20,10 | 2 025 | −14,53 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 348 | −44,14 | 64 | −40,57 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5 332 | −67,61 | 975 | −65,36 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1 655 | −45,79 | 303 | −41,81 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6 271 | −7,07 | 1 146 | −0,52 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 4 606 | −0,11 | 842 | 6,99 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 22 022 | −11,59 | 4 026 | −5,40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 57 433 | −23,72 | 10 500 | −18,40 | ||||
| 2025-03-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 26 165 | −2,15 | 4 798 | 1,70 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 658 | −70,75 | 5 422 | −68,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 776 | −48,60 | 3 066 | −45,13 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7 074 | −4,20 | 1 293 | 2,54 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 8 459 | −2,03 | 1 546 | 4,81 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14 124 | −10,88 | 2 582 | −4,65 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6 567 | −5,36 | 1 201 | 1,27 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 471 | −23,51 | 3 377 | −18,18 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14 687 | −0,22 | 2 685 | 6,76 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 1 188 | −2,70 | 217 | 4,33 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 079 | −1,63 | 563 | 5,24 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 92 229 | −7,28 | 16 861 | −0,81 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 6 566 | −4,94 | 1 200 | 1,69 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10 000 | −23,08 | 1 828 | −17,69 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 642 | −3,58 | 300 | 3,09 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 1 170 | −11,76 | 214 | −5,75 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 410 188 | −6,82 | 74 991 | −0,32 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 49 721 | −0,56 | 9 090 | 6,38 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4 999 | −56,91 | 914 | −53,94 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 263 | −14,15 | 415 | −8,59 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 56 019 | −4,45 | 10 241 | 2,22 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 701 | −0,15 | 1 225 | 6,89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 119 007 | −32,35 | 21 757 | −27,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 29 265 | −5,20 | 5 350 | 1,42 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 15 746 | −28,71 | 2 691 | −31,60 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 383 | −4,89 | 618 | 1,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 167 333 | −26,23 | 30 592 | −21,08 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 913 | −5,68 | 167 | 0,61 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 19 936 | −11,73 | 3 647 | −5,49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 672 983 | −3,51 | 854 315 | 3,23 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 496 | −6,94 | 91 | −1,10 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 356 152 | −7,28 | 65 112 | −0,80 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 179 227 | −3,08 | 32 766 | 3,68 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4 726 | −44,60 | 808 | −44,57 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 618 | −11,08 | 113 | −5,08 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 25 564 | −35,68 | 4 674 | −31,20 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16 666 | −1,07 | 3 047 | 5,84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 079 | −57,67 | 1 302 | −54,56 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1 505 | −2,59 | 275 | 4,17 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 15 482 | −1,52 | 2 830 | 5,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 815 753 | −1,20 | 331 956 | 5,70 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 102 108 | −2,29 | 18 667 | 4,53 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 358 984 | −3,38 | 65 630 | 3,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30 183 | −0,97 | 5 518 | 5,95 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 129 214 | −0,39 | 23 623 | 6,56 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 9 068 | −3,21 | 1 658 | 3,50 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 84 818 | −3,69 | 15 506 | 3,03 | ||||
| 2025-05-05 | 13F | Yeomans Consulting Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 515 | −9,65 | 825 | −3,28 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 14 450 | −3,79 | 2 642 | 2,92 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 73 216 | −4,01 | 13 481 | 3,42 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 185 | −51,70 | 34 | −49,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 100 821 | −1,76 | 18 432 | 5,10 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 11 120 | −25,36 | 2 033 | −20,16 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 25 110 | −31,56 | 4 591 | −26,78 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 345 616 | −7,17 | 63 186 | −0,69 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 363 | −87,07 | 1 529 | −86,18 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 38 506 | −0,83 | 7 040 | 6,09 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 58 295 | −2,08 | 10 657 | 4,76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 148 664 | −0,69 | 27 179 | 6,24 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 6 718 | −3,91 | 1 228 | 2,85 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 2 826 | −0,18 | 517 | 6,83 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 25 554 | −2,97 | 4 672 | 3,80 |
