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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Elm Partners Management LLC | 30 957 | −64,71 | 783 | −61,90 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 078 | −39,19 | 204 | −34,41 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 40 645 | −61,36 | 1 028 | −58,28 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 13 857 | −5,02 | 351 | 2,64 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 71 225 | −38,62 | 1 802 | −33,76 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 21 012 | −21,18 | 532 | −14,90 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 91 844 | −17,73 | 2 324 | −11,37 | ||||
2025-08-08 | 13F | Bailard, Inc. | 68 694 | −4,38 | 1 738 | 3,21 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 18 943 | −14,68 | 479 | −7,88 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 729 019 | −2,34 | 18 444 | 5,45 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 47 817 | −0,94 | 1 210 | 6,99 | ||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 57 125 | −7,37 | 1 445 | 0,07 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 22 798 | −1,93 | 577 | 5,88 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Firestone Capital Management | 80 196 | −8,57 | 2 029 | −1,31 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64 794 | −7,47 | 1 639 | −0,06 | ||||
2025-08-04 | 13F | Atria Investments Llc | 34 120 | −77,75 | 863 | −75,98 | ||||
2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Investment Management | 1 404 | −77,01 | 36 | −75,52 | ||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15 920 | −2,45 | 403 | 5,24 | ||||
2025-05-23 | 13F | Strategic Financial Services, Inc, | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 192 | −94,17 | 4 | −95,29 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 064 | −7,77 | 78 | 0,00 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 317 695 | −0,50 | 8 038 | 7,43 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 144 660 | −1,02 | 3 660 | 6,86 | ||||
2025-07-08 | 13F | First International Bank & Trust | 122 760 | −28,54 | 3 106 | −22,84 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 691 657 | −5,05 | 17 499 | 2,53 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 19 626 | −0,25 | 497 | 7,59 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 585 917 | −2,27 | 15 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 644 | −0,26 | 193 | 7,82 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11 643 | −11,46 | 295 | −4,55 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 14 675 | −0,44 | 371 | 7,54 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15 615 | −4,55 | 395 | 3,13 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77 734 | −64,85 | 1 967 | −62,05 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 200 | −62,85 | 30 | −60,00 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 30 880 | −22,79 | 781 | −16,65 | ||||
2025-08-12 | 13F | Fca Corp /tx | 16 944 | −10,04 | 429 | −2,95 | ||||
2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 28 425 | −6,26 | 1 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 54 933 | −11,97 | 1 390 | −4,99 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 29 889 | −9,91 | 756 | −2,70 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 156 807 | −5,98 | 3 967 | 1,54 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Carret Asset Management, Llc | 24 386 | −2,40 | 617 | 5,30 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 34 510 | −3,70 | 873 | 4,05 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 97 347 | −2,54 | 2 463 | 5,21 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 21 503 | −0,02 | 544 | 8,15 | ||||
2025-08-12 | 13F | Athena Investment Management | 320 575 | −0,01 | 8 111 | 7,97 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 188 522 | −3,58 | 4 770 | 4,10 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Keel Point, LLC | 17 454 | −6,36 | 442 | 1,15 | ||||
2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 121 548 | −0,88 | 3 075 | 7,03 | ||||
2025-08-11 | 13F | Berkeley, Inc | 18 559 | −0,84 | 470 | 7,08 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 109 465 | −2,40 | 28 070 | 5,39 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21 062 | −0,71 | 533 | 7,26 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 976 874 | −14,67 | 75 315 | −7,86 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6 402 | −18,23 | 162 | −12,02 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 37 457 | −10,89 | 948 | −3,76 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 125 314 | −2,55 | 3 170 | 5,25 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 144 969 | −4,55 | 28 968 | 3,07 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 32 408 | −12,90 | 820 | −5,97 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19 332 | −0,82 | 489 | 7,24 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 691 | −1,78 | 321 | 6,29 | ||||
2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 132 267 | −2,54 | 3 346 | 5,25 | ||||
2025-07-31 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 80 524 | −7,38 | 2 037 | 0,05 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 9 355 | −12,35 | 237 | −5,60 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 33 585 | −25,98 | 850 | −20,13 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 969 | −16,90 | 581 | −9,22 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 39 442 | −43,00 | 998 | −38,49 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 43 843 | −5,17 | 1 109 | 2,40 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | TFC Financial Management | 2 400 | −4,46 | 61 | 3,45 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 99 876 | −1,81 | 2 527 | 6,00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 15 051 | −0,54 | 381 | 7,34 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 8 068 | −16,10 | 204 | −9,33 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 9 874 | −12,36 | 250 | −5,32 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 127 064 | −6,51 | 3 213 | 0,91 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 22 962 | −11,42 | 581 | −4,45 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 8 618 | −0,01 | 218 | 8,46 | ||||
2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 8 552 | −1,66 | 216 | 6,40 | ||||
2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18 718 | −5,90 | 474 | 1,50 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 126 124 | −13,61 | 3 | 0,00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 106 246 | −0,97 | 2 688 | 6,96 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 21 108 | −49,84 | 534 | −45,79 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 10 603 | −27,36 | 268 | −21,41 | ||||
2025-08-14 | 13F | Apriem Advisors | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40 453 | −0,36 | 1 023 | 7,57 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 407 961 | −6,93 | 10 321 | 0,50 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18 665 | −2,90 | 472 | 4,89 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16 847 | −1,99 | 426 | 5,97 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 77 693 | −2,20 | 1 966 | 5,59 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 246 005 | −4,19 | 6 224 | 3,44 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 21 809 | −6,80 | 552 | 0,55 | ||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14 792 | −1,75 | 374 | 6,25 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31 602 | −1,50 | 800 | 6,39 | ||||
2025-08-05 | 13F | Code Waechter LLC | 90 079 | −5,94 | 2 279 | 113 800,00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 20 428 | −0,39 | 517 | 7,50 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 59 777 | −0,88 | 1 512 | 7,08 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 31 108 | −18,45 | 787 | −11,87 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 51 396 | −1,60 | 1 300 | 6,30 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 108 699 | −2,19 | 2 750 | 5,65 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 239 964 | −14,01 | 6 071 | −7,14 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 8 596 | −2,55 | 217 | 5,34 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 275 | −18,65 | 488 | −12,25 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Victrix Investment Advisors | 220 297 | −3,18 | 5 574 | 8,51 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 64 890 | −1,44 | 1 642 | 6,42 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 145 858 | −5,33 | 3 690 | 2,24 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 410 | −6,91 | 61 | 0,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 250 | −3,85 | 32 | 6,90 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 257 390 | −4,92 | 6 512 | 2,66 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Pinnacle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 99 569 | −0,91 | 2 519 | 7,01 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 213 419 | −0,61 | 5 399 | 7,31 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 10 730 | −39,05 | 271 | −34,22 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 139 941 | −17,33 | 3 541 | −10,74 | ||||
2025-08-06 | 13F | Bensler, LLC | 64 644 | −19,64 | 1 635 | −13,22 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 27 781 | −4,36 | 703 | 3,24 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15 615 | −4,55 | 395 | 3,13 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 804 | −0,77 | 476 | 6,98 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 53 301 | −0,41 | 1 362 | 8,62 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 27 604 | −4,11 | 719 | 15,25 | ||||
2025-08-12 | 13F | Heritage Trust Co | 14 329 | −16,69 | 363 | −9,95 | ||||
2025-08-14 | 13F | UBS Group AG | 3 825 354 | −1,24 | 96 781 | 6,64 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 74 956 | −0,83 | 1 896 | 7,12 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 25 057 | −3,64 | 634 | 3,94 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 14 932 | −10,66 | 378 | −3,58 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 177 791 | −3,72 | 4 498 | 3,98 | ||||
2025-07-23 | 13F | Gainplan LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 248 828 | −3,67 | 6 295 | 4,02 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 196 417 | −5,97 | 4 969 | 1,53 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 567 085 | −44,87 | 39 647 | −40,47 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 18 184 | −43,84 | 460 | −39,31 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 441 378 | −1,61 | 11 | 10,00 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 149 392 | −4,36 | 3 780 | 3,28 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 12 450 | −66,34 | 315 | −63,74 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 62 047 | −8,05 | 1 570 | −0,70 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 293 419 | −0,74 | 7 424 | 7,19 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 14 438 | −0,55 | 365 | 7,35 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 72 | −75,26 | 2 | −83,33 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 20 629 | −10,21 | 522 | −3,16 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 115 607 | −3,42 | 2 925 | 4,28 | ||||
2025-08-14 | 13F | Destination Wealth Management | 121 574 | −3,51 | 3 076 | 4,17 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 50 874 | −2,86 | 1 287 | 4,89 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 216 933 | −12,18 | 5 488 | −5,17 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 912 202 | −1,18 | 48 379 | 6,71 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 489 345 | −1,63 | 11 823 | −15,72 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Ballast Advisors Llc | 186 387 | −2,66 | 4 716 | 5,10 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 218 | −7,70 | 259 | −0,39 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 28 895 | −18,30 | 731 | −11,71 | ||||
2025-08-01 | 13F | Planning Directions Inc | 13 865 | −31,79 | 351 | −26,47 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81 392 | −2,82 | 2 059 | 4,94 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 1 591 541 | −7,81 | 40 266 | −0,45 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | NP | AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 331 | −97,23 | 8 | −97,68 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14 273 | −14,16 | 361 | −7,20 | ||||
2025-04-29 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 12 897 | −11,40 | 326 | −4,40 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 254 871 | −5,32 | 6 448 | 2,25 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 87 844 | −6,51 | 2 222 | 0,95 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 764 | −60,01 | 677 | −56,82 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 111 184 | −2,86 | 2 813 | 4,89 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 648 | −35,07 | 16 | −27,27 | ||||
2025-07-10 | 13F | Moller Financial Services | 72 068 | −4,06 | 1 823 | 3,64 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 31 947 | −0,38 | 808 | 7,59 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 50 356 | −80,25 | 1 274 | −78,68 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 77 293 | −8,02 | 2 | 0,00 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 114 815 | −0,32 | 2 905 | 7,64 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 11 826 | −9,00 | 299 | −1,64 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1 616 | −33,50 | 41 | −28,57 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8 800 | −8,33 | 223 | −0,89 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 136 445 | −11,99 | 3 452 | −4,96 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 242 681 | −3,74 | 6 140 | 3,93 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 152 013 | −10,59 | 3 846 | −3,46 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 400 | −43,24 | 213 | −38,73 | |||
2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 25 544 | −1,99 | 646 | 5,90 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 114 052 | −0,50 | 2 886 | 7,45 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 25 426 | −3,78 | 643 | 3,88 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 16 084 | −6,12 | 407 | 1,25 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 61 768 | −7,44 | 1 563 | −0,06 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 45 261 | −1,84 | 1 145 | 6,02 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 10 610 | −0,47 | 277 | 20,43 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 203 032 | −4,76 | 55 737 | 2,85 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 231 661 | −5,39 | 5 861 | 2,16 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 266 923 | −1,61 | 6 753 | 6,25 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 140 | −62,77 | 3 | −66,67 | ||||
2025-08-07 | 13F | Allworth Financial LP | 231 612 | −2,16 | 5 860 | 8,76 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10 709 | −8,52 | 278 | 3,75 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 329 | −55,24 | 944 | −53,24 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 18 148 | −6,64 | 459 | 0,88 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 35 068 | −10,58 | 887 | −3,38 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 9 933 | −18,93 | 251 | −12,54 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 594 508 | −9,38 | 15 041 | −2,15 | ||||
2025-08-12 | 13F | Change Path, LLC | 14 818 | −0,52 | 375 | 7,16 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 8 713 | −18,30 | 220 | −20,00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 134 442 | −4,71 | 3 401 | 2,90 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 66 967 | −41,08 | 1 694 | −36,36 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 33 341 | −10,17 | 844 | −2,99 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 175 775 | −4,80 | 4 447 | 2,80 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 3 890 531 | −18,67 | 98 430 | −12,18 | ||||
2025-04-10 | 13F | Floyd Financial Group Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 030 250 | −2,58 | 26 065 | 5,20 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 102 837 | −14,27 | 2 602 | −7,44 | ||||
2025-04-28 | 13F | Sebold Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 50 352 | −0,03 | 1 274 | 7,88 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 197 599 | −2,63 | 4 999 | 5,09 | ||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Grimes & Company, Inc. | 53 170 | −20,95 | 1 345 | −14,60 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 104 | −24,88 | 230 | −18,73 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17 039 | −83,70 | 431 | −82,39 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 157 258 | −3,07 | 3 979 | 4,66 | ||||
2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 818 622 | −4,34 | 20 711 | 3,29 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 195 324 | −2,35 | 4 942 | 5,44 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 317 292 | −8,15 | 8 027 | −0,82 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 117 399 | −1,11 | 2 970 | 6,80 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 168 014 | −4,11 | 4 251 | 3,53 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 16 006 | −1,96 | 405 | 5,76 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 324 | −95,43 | 0 | |||||
2025-07-10 | 13F | Envision Financial LLC | 56 138 | −1,07 | 1 420 | 6,85 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 15 886 | −0,14 | 402 | 7,80 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 45 332 | −1,09 | 1 147 | 6,80 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78 560 | −22,27 | 1 988 | −16,09 | ||||
2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 13 107 | −4,05 | 342 | 6,56 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 47 955 | −1,81 | 1 213 | 8,50 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 934 | −18,18 | 353 | −11,78 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 017 | −1,73 | 772 | 7,97 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | HC Advisors, LLC | 102 148 | −0,06 | 2 584 | 7,94 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 337 220 | −11,08 | 8 532 | −3,98 | ||||
2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Park Capital Management, LLC / WI | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10 750 | −1,88 | 272 | 5,86 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 54 385 | −0,56 | 1 376 | 7,34 | ||||
2025-08-12 | 13F | Guerra Pan Advisors, Llc | 203 809 | −8,03 | 5 156 | −0,69 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 132 589 | −14,02 | 3 355 | −7,17 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 553 255 | −8,19 | 13 997 | −0,86 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9 034 | −50,17 | 237 | −41,44 | ||||
2025-05-09 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Core Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 217 150 | −5,31 | 5 494 | 2,23 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 144 045 | −1,08 | 3 644 | 6,83 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 614 | −15,05 | 269 | −8,22 | ||||
2025-05-21 | 13F | Westbourne Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 37 178 | −18,78 | 941 | −12,31 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 17 487 | −10,27 | 442 | −3,07 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 16 963 | −2,56 | 0 | |||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 47 945 | −1,61 | 1 213 | 6,31 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 63 477 | −11,41 | 1 606 | −4,35 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Eley Financial Management, Inc | 37 049 | −3,46 | 937 | 4,00 | ||||
2025-08-11 | 13F | Strategic Equity Management | 32 861 | −19,71 | 831 | −13,26 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 742 | −11,67 | 19 | −5,26 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 13 049 | −3,55 | 330 | 4,43 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 8 325 | −3,87 | 211 | 3,96 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 714 | −23,43 | 246 | −17,51 | ||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 129 186 | −0,15 | 3 268 | 7,82 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 115 261 | −3,78 | 3 | 0,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 20 057 | −1,35 | 507 | 6,51 | ||||
2025-08-14 | 13F | Mariner, LLC | 2 838 326 | −3,47 | 71 810 | 4,23 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 38 555 | −1,19 | 975 | 6,67 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 447 720 | −1,93 | 11 327 | 5,90 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 283 | −70,46 | 7 | −68,18 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 416 828 | −3,84 | 10 546 | 3,83 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 176 | −31,25 | 0 | |||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 54 295 | −2,02 | 1 374 | 5,78 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 76 | −58,70 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 23 589 | −52,11 | 597 | −48,35 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 88 943 | −0,46 | 2 290 | 9,41 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 40 803 | −93,61 | 16 932 | 13,26 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 808 | −37,85 | 20 | −33,33 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 10 202 | −8,30 | 258 | −0,77 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 48 002 | −2,79 | 1 214 | 5,02 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 107 250 | −3,36 | 2 713 | 4,35 | ||||
2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 537 | −37,94 | 270 | −43,75 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 000 | −18,70 | 25 | −10,71 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 9 768 | −54,27 | 247 | −55,25 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 106 856 | −2,83 | 2 704 | 4,93 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 256 140 | −1,21 | 6 480 | 6,67 | ||||
2025-05-15 | 13F | Jentner Corp | 0 | −100,00 | 0 | |||||
2025-03-12 | 13F/A | Private Capital Management Llc | 24 128 | −3,72 | 1 145 | −7,22 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 13 202 | −7,90 | 334 | −0,30 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Access Financial Services, Inc. | 10 936 | −2,30 | 277 | 5,34 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 137 237 | −6,46 | 3 472 | 1,02 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Holderness Investments Co | 25 080 | −3,97 | 635 | 3,76 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 9 934 | −0,07 | 251 | 8,19 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 19 025 | −12,06 | 481 | −4,94 | ||||
2025-07-30 | 13F | BCK Partners, Inc. | 48 640 | −0,71 | 1 231 | 7,24 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 55 146 | −1,10 | 1 395 | 6,81 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 48 914 | −22,21 | 1 238 | −16,02 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 18 844 | −42,88 | 477 | −38,34 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 198 224 | −32,36 | 5 015 | −26,96 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 749 | −1,55 | 677 | 6,29 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 742 | −9,22 | 221 | −1,78 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 49 698 | −18,89 | 1 257 | 0,48 | ||||
2025-08-14 | 13F | Prudent Investors Network | 8 610 | −46,74 | 218 | −42,59 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 141 882 | −4,70 | 3 590 | 2,90 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 37 960 | −4,33 | 960 | 3,34 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 141 621 | −8,39 | 3 583 | −1,08 | ||||
2025-07-24 | 13F | Blair William & Co/il | 146 149 | −13,96 | 3 698 | −7,11 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 57 608 | −0,86 | 1 457 | 7,05 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 33 828 | −7,54 | 856 | −0,23 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 37 544 | −1,05 | 950 | 6,87 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 31 501 | −5,29 | 797 | 2,18 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 108 502 | −10,96 | 2 745 | −3,85 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Transform Wealth, LLC | 86 167 | −8,37 | 2 019 | −16,99 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 185 560 | −1,67 | 4 695 | 6,18 | ||||
2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 480 | −4,54 | 63 | 3,33 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 72 640 | −24,36 | 1 838 | −18,36 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 24 375 | −0,68 | 642 | 15,05 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 8 887 | −12,50 | 225 | −5,49 | ||||
2025-08-12 | 13F | MAI Capital Management | 437 763 | −2,59 | 11 075 | 5,19 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | −97,68 | 18 | −97,75 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 366 | −0,53 | 237 | 7,27 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 85 051 | −16,64 | 2 152 | −10,00 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 34 210 | −0,23 | 866 | 7,72 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 3 676 968 | −3,24 | 93 027 | 4,53 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 23 745 | −3,58 | 601 | 3,99 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 50 404 | −4,53 | 1 275 | 3,07 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 208 804 | −7,44 | 5 | 0,00 | ||||
2025-05-14 | 13F | SJA Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Goepper Burkhardt LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 109 881 | −0,06 | 2 780 | 7,88 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 409 | −25,70 | 263 | −19,82 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 9 542 | −2,21 | 241 | 5,70 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 17 641 | −2,22 | 461 | 11,11 | ||||
2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 253 178 | −3,32 | 6 405 | 4,40 | ||||
2025-08-07 | 13F | Nicollet Investment Management, Inc. | 42 981 | −3,33 | 1 | 0,00 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 44 045 | −1,36 | 1 114 | 6,50 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 4 058 | −11,34 | 103 | −4,67 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 182 064 | −1,59 | 4 606 | 6,28 | ||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 51 418 | −23,74 | 1 301 | −25,42 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 457 | −8,59 | 391 | −1,01 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 1 311 482 | −1,70 | 33 180 | 6,15 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Whelan Financial | 72 648 | −0,27 | 1 838 | 7,74 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 77 644 | −1,58 | 1 964 | 6,28 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 12 960 | −18,87 | 328 | −12,57 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 786 | −31,59 | 1 917 | −26,13 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 295 553 | −14,13 | 7 477 | −7,28 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 198 534 | −0,13 | 5 023 | 7,84 | ||||
2025-07-07 | 13F | First Community Trust Na | 3 500 | −12,50 | 89 | −5,38 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 796 | −2,30 | 678 | 5,45 | ||||
2025-08-13 | 13F | Finer Wealth Management, Inc. | 35 231 | −10,30 | 891 | −3,15 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 42 601 | −13,12 | 1 078 | −6,18 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 289 071 | −1,84 | 32 613 | 5,99 | ||||
2025-04-11 | 13F | Stony Point Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 49 528 | −0,48 | 1 253 | 7,46 | ||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16 826 | −0,07 | 426 | 7,59 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 17 366 | −11,93 | 439 | −4,98 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 13 709 | −0,84 | 347 | 7,12 | ||||
2025-08-13 | 13F | Haverford Trust Co | 17 059 | −3,40 | 432 | 4,36 | ||||
2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 74 438 | −29,78 | 1 883 | −31,30 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 92 257 | −26,41 | 2 334 | −20,53 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 79 017 | −1,20 | 1 999 | 6,73 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 8 705 | −3,94 | 220 | 3,77 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 13 618 | −0,06 | 345 | 7,84 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 91 826 | −96,22 | 2 | −96,43 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 15 048 | −11,16 | 381 | −4,04 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 85 408 | −40,54 | 2 161 | −35,81 | ||||
2025-08-05 | 13F | Meridian Management Co | 240 450 | −44,62 | 6 192 | −39,14 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 9 378 | −0,44 | 237 | 7,73 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9 493 | −10,06 | 245 | −1,21 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 319 | −2,87 | 33 | 6,45 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 10 260 | −7,03 | 260 | 0,39 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 109 948 | −0,39 | 2 782 | 7,54 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 154 119 | −25,76 | 3 899 | −19,84 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 183 484 | −7,67 | 4 642 | −0,30 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 77 875 | −0,05 | 2 040 | 15,06 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 194 413 | −31,66 | 4 919 | −26,21 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 30 637 | −35,27 | 775 | −30,12 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 91 171 | −4,05 | 2 307 | 2,49 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 15 734 | −14,73 | 398 | −7,87 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 34 525 | −39,41 | 873 | −34,61 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 572 | −26,24 | 318 | −20,30 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 169 359 | −6,83 | 4 285 | 0,61 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 14 137 | −8,30 | 358 | −1,11 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 23 673 | −4,71 | 599 | 2,75 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 281 682 | −3,43 | 7 124 | 4,24 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 53 884 | −5,40 | 1 363 | 2,17 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 17 289 | −47,70 | 437 | −43,54 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 35 559 | −1,66 | 900 | 6,14 | ||||
2025-04-10 | 13F | TruWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 26 006 | −4,91 | 658 | 2,66 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 461 740 | −15,93 | 12 | −8,33 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 143 570 | −22,85 | 3 632 | −16,70 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Bangor Savings Bank | 627 780 | −0,30 | 15 883 | 7,65 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 8 273 | −8,74 | 209 | −1,42 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 20 774 | −23,03 | 526 | −16,93 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 248 163 | −10,67 | 6 279 | −3,53 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 344 153 | −3,31 | 8 707 | 4,41 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 10 218 | −5,71 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 68 991 | −10,49 | 1 745 | −3,32 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 431 299 | −3,76 | 10 912 | 3,91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 9 251 | −6,33 | 234 | 1,30 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 46 536 | −17,29 | 1 177 | −10,70 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21 637 | −39,40 | 547 | −34,57 | ||||
2025-08-08 | 13F | Condor Capital Management | 20 417 | −1,33 | 517 | 6,61 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 55 772 | −13,24 | 1 411 | −6,31 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 99 830 | −3,88 | 2 526 | 3,78 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 34 536 | −16,36 | 874 | −9,72 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6 551 | −43,93 | 166 | −39,56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 255 819 | −74,68 | 6 473 | −72,63 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 46 628 | −2,68 | 1 180 | 5,08 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 53 675 | −0,14 | 1 358 | 7,78 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13 523 | −27,49 | 342 | −21,56 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 17 488 | −5,80 | 442 | 1,84 | ||||
2025-07-15 | 13F | Bfsg, Llc | 5 197 | −6,58 | 131 | 0,77 | ||||
2025-08-14 | 13F | Acas, Llc | 20 638 | −1,16 | 556 | 15,87 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Garde Capital, Inc. | 213 264 | −5,21 | 5 396 | 2,35 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 216 428 | −2,16 | 5 476 | 5,65 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 290 580 | −8,81 | 7 352 | −1,54 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 420 054 | −1,10 | 10 627 | 2,55 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 222 162 | −1,71 | 30 921 | 6,13 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 681 | −5,10 | 1 181 | 2,52 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 5 730 | −20,64 | 145 | −14,79 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 145 569 | −10,79 | 3 683 | −3,69 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 43 102 | −0,51 | 1 090 | 7,39 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 340 847 | −51,18 | 8 623 | −47,29 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 65 242 | −4,66 | 2 | 0,00 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 42 746 | −28,33 | 1 081 | −22,62 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 116 | −2,11 | 433 | 5,87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 38 915 | −4,07 | 985 | 3,58 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 43 037 | −0,46 | 1 089 | 7,51 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 95 297 | −0,43 | 2 411 | 7,54 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 536 870 | −28,08 | 13 583 | −22,35 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 733 | −25,43 | 19 | −21,74 | ||||
2025-08-12 | 13F | Archer Investment Corp | 389 | −46,57 | 10 | −47,06 | ||||
2025-07-25 | 13F | Mitchell Capital Management Co | 8 097 | −60,20 | 211 | −55,67 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 88 818 | −9,81 | 2 247 | −2,60 | ||||
2025-07-11 | 13F | Myecfo, Llc | 37 131 | −2,62 | 939 | 5,15 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 33 342 | −5,10 | 844 | 2,43 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 599 619 | −2,59 | 15 170 | 5,19 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2 072 513 | −0,98 | 48 559 | −10,28 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 41 327 | −0,95 | 1 046 | 6,96 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14 989 | −12,74 | 379 | −5,72 | ||||
2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 85 362 | −29,48 | 2 160 | −23,87 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 278 250 | −8,68 | 7 040 | −1,40 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 4 288 | −4,84 | 108 | 2,86 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 9 851 | −0,32 | 249 | 7,79 | ||||
2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Souders Financial Advisors | 38 738 | −41,95 | 980 | −37,30 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 445 992 | −3,28 | 11 284 | 4,44 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 84 | −86,75 | 2 | −85,71 | ||||
2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 094 | −3,96 | 863 | 3,73 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 553 | −83,41 | 14 | −83,33 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 291 408 | −1,06 | 7 373 | 6,84 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 278 228 | −34,28 | 7 039 | −29,03 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 10 788 | −14,72 | 273 | −8,11 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 13 280 | −16,39 | 336 | −9,95 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 9 778 | −4,17 | 247 | 3,35 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 198 | −84,53 | 258 | 20,00 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10 851 | −51,80 | 275 | −48,01 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 380 | −3,60 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 24 | −97,85 | 1 | −100,00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 245 022 | −45,98 | 6 | −45,45 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 45 763 | −4,78 | 1 158 | 2,75 |