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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 89 525 | −0,07 | 2 133 | 10,63 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 9 461 | −1,01 | 225 | 9,76 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 212 462 | −6,17 | 5 062 | 3,86 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 30 253 | −22,55 | 721 | −14,29 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 51 240 | −5,05 | 1 221 | 5,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 98 211 | −1,38 | 2 340 | 9,14 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 8 285 | −2,60 | 197 | 7,65 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 11 147 | −10,16 | 266 | −0,75 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 451 611 | −64,78 | 10 762 | −61,02 | ||||
| 2025-07-28 | 13F | Essex LLC | 96 986 | −1,06 | 2 311 | 9,53 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 91 155 | −0,16 | 2 172 | 10,53 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 86 528 | −1,02 | 2 062 | 9,51 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 193 619 | −0,50 | 4 614 | 10,12 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 13 106 | −50,88 | 312 | −45,64 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 924 085 | −7,97 | 22 021 | 1,85 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 163 945 | −6,03 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 453 641 | −1,19 | 10 810 | 9,37 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 517 216 | −14,30 | 12 325 | −5,14 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 936 063 | −1,08 | 22 306 | 9,49 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 135 | −10,31 | 218 | −0,91 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 149 836 | −0,66 | 3 571 | 9,95 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 739 052 | −8,47 | 17 612 | 1,31 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34 917 | −0,89 | 832 | 9,76 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 883 682 | −0,20 | 116 378 | 10,46 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 246 343 | −1,55 | 5 870 | 8,97 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 469 414 | −1,61 | 11 186 | 8,91 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 761 312 | −0,07 | 18 | 12,50 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 751 990 | −1,53 | 17 920 | 9,83 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 70 940 | −9,30 | 1 690 | 0,42 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 49 560 | −3,76 | 1 181 | 6,59 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 332 891 | −2,08 | 7 933 | 8,38 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 28 578 | −1,71 | 681 | 8,79 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28 500 | −53,58 | 683 | −48,30 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 34 636 | −0,58 | 825 | 10,00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 25 591 | −23,29 | 610 | −15,18 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 491 | −2,85 | 560 | 7,50 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54 586 | −11,78 | 1 301 | −2,40 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 52 392 | −2,96 | 1 248 | 7,40 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 691 | −6,11 | 16 | 6,67 | ||||
| 2025-04-10 | 13F | Columbia Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 410 381 | −0,10 | 9 779 | 10,57 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 127 912 | −1,81 | 3 048 | 8,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 446 488 | −0,42 | 10 640 | 10,21 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 999 947 | −5,70 | 23 829 | 4,37 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15 426 | −27,35 | 368 | −19,69 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 184 848 | −1,54 | 4 405 | 8,96 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 061 | −53,36 | 287 | −48,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 87 563 | −1,24 | 2 087 | 9,33 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 327 595 | −5,58 | 7 807 | 4,51 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 33 988 | −0,51 | 810 | 10,07 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55 590 | −0,28 | 1 325 | 10,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 769 342 | −5,07 | 42 163 | 5,07 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 128 938 | −0,07 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 22 510 | −0,92 | 536 | 9,61 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 96 875 | −11,59 | 2 309 | −2,16 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 43 | −20,37 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 226 583 | −0,22 | 5 399 | 10,43 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 10 716 | −9,68 | 255 | 0,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 69 686 | −1,00 | 1 661 | 9,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 592 | −5,89 | 348 | 4,20 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 184 918 | −1,16 | 4 407 | 9,41 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 104 339 | −5,02 | 26 316 | 5,13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 83 335 | −21,78 | 1 986 | −13,43 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 18 979 | −21,82 | 452 | −13,41 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 19 563 | −1,12 | 466 | 9,65 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18 457 | −1,12 | 440 | 9,48 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47 790 | −0,79 | 1 015 | −7,23 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 127 404 | −0,71 | 3 036 | 9,92 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124 011 | −10,73 | 2 818 | 0,14 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 120 390 | −19,12 | 2 869 | −10,49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86 045 | −1,42 | 2 082 | 11,28 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 302 190 | −1,32 | 7 201 | 9,24 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 24 924 | −22,89 | 594 | −14,68 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 68 825 | −10,68 | 1 640 | −1,09 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 77 537 | −0,15 | 1 848 | 10,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 080 960 | −30,24 | 25 759 | −22,79 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 39 054 | −0,25 | 931 | 10,45 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8 646 | −12,70 | 206 | −3,29 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 89 795 | −50,26 | 2 | −33,33 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 8 986 | −14,52 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 298 171 | −6,57 | 7 105 | 3,41 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 513 108 | −5,99 | 36 057 | 4,05 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 1 775 141 | −49,67 | 42 302 | −44,30 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 17 479 | −0,05 | 424 | 17,50 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 269 372 | −2,80 | 6 419 | 7,59 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18 672 | −8,48 | 445 | 1,14 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 117 805 | −0,15 | 2 807 | 10,51 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 540 099 | −1,06 | 12 865 | 9,47 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 24 418 | −6,22 | 582 | 3,75 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 477 | −4,37 | 273 | 5,81 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13 595 | −20,96 | 324 | −12,70 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 32 000 | −0,24 | 763 | 10,43 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 49 139 | −4,85 | 1 171 | 5,31 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 144 360 | −6,25 | 3 440 | 3,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 595 | −48,67 | 491 | −43,22 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 36 | −2,70 | 1 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 738 170 | −2,91 | 65 251 | 7,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Cornerstone Financial Group, LLC /NE/ | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 665 | −24,94 | 16 | −21,05 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21 425 | −0,53 | 511 | 10,15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 581 544 | −29,89 | 13 858 | −22,39 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 2 616 852 | −5,31 | 62 360 | 4,81 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 515 735 | −2,77 | 12 290 | 7,61 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 66 164 | −0,19 | 1 577 | 10,44 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 688 588 | −26,32 | 16 409 | −18,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 738 339 | −2,47 | 184 405 | 7,95 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 21 642 | −2,45 | 516 | 7,97 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 36 225 | −6,09 | 863 | 3,98 | ||||
| 2025-04-14 | 13F | Rockwood Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 10 737 | −31,11 | 256 | −22,73 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 15 692 | −6,24 | 374 | 3,61 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 268 527 | −1,64 | 6 399 | 8,88 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 102 005 | −1,10 | 2 431 | 9,46 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 206 880 | −1,83 | 4 930 | 8,64 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 891 | −18,24 | 331 | −9,32 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 169 197 | −2,35 | 4 032 | 8,07 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 14 574 | −38,22 | 347 | −31,56 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 72 535 | −34,53 | 1 729 | −27,55 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 15 521 | −89,01 | 375 | −87,70 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 228 517 | −5,51 | 5 446 | 4,57 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 345 529 | −1,44 | 8 234 | 9,09 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 621 | −3,05 | 325 | 7,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59 211 | −9,55 | 1 411 | 0,07 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 91 059 | −1,01 | 2 170 | 9,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 199 846 | −0,21 | 4 762 | 10,46 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109 403 | −2,25 | 2 607 | 8,22 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 49 962 | −2,26 | 1 191 | 8,18 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 25 370 | −2,35 | 605 | 8,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 8 479 | −6,93 | 202 | 3,06 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5 911 420 | −0,87 | 127 273 | −5,98 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 853 493 | −0,94 | 20 894 | 19,87 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 21 723 | −8,90 | 518 | 0,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 78 823 | −0,41 | 1 878 | 10,73 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 51 619 | −20,82 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 013 573 | −3,72 | 24 701 | 8,13 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 33 315 | −2,22 | 794 | 8,19 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 42 147 | −2,19 | 1 004 | 8,31 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 17 754 | −8,98 | 423 | 0,95 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 22 398 | −0,18 | 534 | 10,35 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 56 553 | −4,39 | 1 348 | 5,81 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 28 685 | −8,57 | 684 | 1,19 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 152 | −91,19 | 51 | −90,30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 170 163 | −69,45 | 4 055 | −66,20 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 1 537 151 | −13,55 | 36 630 | −4,32 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 15 324 | −9,91 | 365 | −0,27 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 15 549 | −0,58 | 0 | |||||
| 2025-07-09 | 13F | Exchange Bank | 77 350 | −0,64 | 1 843 | 9,96 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 29 162 | −4,36 | 695 | 5,79 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 210 918 | −1,95 | 5 026 | 8,53 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 185 274 | −39,45 | 4 415 | −32,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 172 070 | −4,48 | 4 193 | 8,10 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 250 830 | −5,08 | 5 400 | −9,97 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 047 | −0,58 | 49 | 9,09 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 63 019 | −2,49 | 1 502 | 7,91 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 26 305 | −13,03 | 627 | −3,84 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 136 891 | −52,13 | 3 262 | −46,22 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 272 | −50,00 | 255 | −42,01 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 257 275 | −2,46 | 6 131 | 7,96 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 60 103 | −19,94 | 1 432 | −11,39 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 13 666 | −0,03 | 326 | 10,54 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120 000 | −0,89 | 2 860 | 9,71 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 757 992 | −2,64 | 18 063 | 7,76 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 100 593 | −70,89 | 2 397 | −67,78 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8 450 794 | −6,24 | 201 382 | 3,78 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 100 030 | −0,61 | 2 384 | 10,02 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 292 296 | −0,71 | 6 965 | 9,89 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 327 350 | −5,31 | 7 801 | 4,81 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 10 706 | −0,09 | 255 | 10,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 151 800 | −11,18 | 3 617 | −1,69 | |||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 250 238 | −0,17 | 5 963 | 10,51 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 532 427 | −1,56 | 12 688 | 8,96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 792 | −0,39 | 90 | 11,11 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 61 136 | −0,81 | 1 457 | 11,15 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 129 450 | −0,27 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 24 343 | −43,00 | 580 | −36,89 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 238 297 | −8,69 | 5 679 | 1,07 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 257 185 | −15,03 | 6 129 | −5,95 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 56 360 948 | −3,54 | 1 343 081 | 6,77 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 325 634 | −0,99 | 7 760 | 9,59 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12 710 | −1,27 | 303 | 9,03 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 359 342 | −0,59 | 8 563 | 10,04 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 104 159 | −0,49 | 2 482 | 10,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 100 816 | −2,19 | 2 402 | 8,25 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13 077 | −12,60 | 312 | −3,42 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 96 876 | −3,81 | 2 309 | 6,46 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 73 712 | −0,03 | 1 776 | 17,62 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 64 017 | −1,49 | 1 526 | 9,01 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 88 061 | −10,64 | 2 099 | −1,08 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 40 782 | −7,83 | 972 | 2,00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 41 917 | −11,58 | 999 | −2,16 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 47 311 | −1,06 | 1 127 | 9,52 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 64 010 | −0,81 | 1 525 | 9,79 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 65 563 | −54,87 | 1 562 | −50,05 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 232 974 | −10,75 | 5 551 | −1,23 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 140 291 | −0,14 | 3 343 | 10,55 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 051 638 | −8,35 | 96 546 | 1,45 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 12 359 | −2,62 | 295 | 7,69 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 135 216 | −0,43 | 3 222 | 10,23 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 12 643 | −2,87 | 301 | 7,50 | ||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 931 488 | −70,92 | 22 197 | −67,81 | ||||
| 2025-05-14 | 13F | River Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 97 836 | −5,44 | 2 331 | 4,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 575 | −15,06 | 300 | −7,14 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 979 600 | −0,75 | 23 344 | 9,85 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 16 004 | −7,86 | 381 | 2,42 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 696 905 | −4,78 | 88 097 | 5,39 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 246 506 | −0,81 | 5 874 | 9,79 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 201 520 | −12,36 | 4 802 | −2,99 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 661 901 | −3,22 | 15 773 | 7,12 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 18 686 | −3,34 | 445 | 6,97 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 40 194 | −1,33 | 958 | 9,12 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 21 916 | −5,54 | 522 | 4,61 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2 814 002 | −1,42 | 67 058 | 9,11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 196 074 | −1,79 | 4 672 | 8,70 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 39 311 | −6,09 | 974 | 9,07 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 144 156 | −2,93 | 3 435 | 7,44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 20 690 | −15,87 | 493 | −6,81 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Weaver Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 158 652 | −0,03 | 3 781 | 10,66 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 85 936 | −2,27 | 1 850 | −7,31 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 10 277 | −23,33 | 245 | −15,28 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 206 507 | −13,67 | 76 411 | −4,44 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 121 377 | −1,63 | 2 892 | 8,89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 221 297 | −20,88 | 5 278 | −12,36 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 13 075 | −10,24 | 312 | −0,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 375 023 | −2,59 | 33 | 6,67 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 506 851 | −12,91 | 12 078 | −3,60 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | −16,11 | 4 | −25,00 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 19 187 | −0,48 | 457 | 10,12 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 599 | −15,48 | 324 | −6,36 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 82 294 | −1,05 | 1 961 | 9,55 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 12 993 | −2,61 | 310 | 7,67 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-05-07 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 12 340 | −0,04 | 294 | 10,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 98 968 | −20,52 | 2 358 | −12,01 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 331 818 | −0,25 | 7 907 | 10,42 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 60 713 | −0,75 | 1 447 | 9,79 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 85 569 | −0,18 | 2 039 | 10,51 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8 780 332 | −2,67 | 209 | 7,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 107 772 | −6,15 | 2 568 | 3,88 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 13 376 | −9,15 | 319 | 0,63 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 13 860 | −10,13 | 330 | −5,71 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 821 814 | −1,76 | 19 584 | 8,73 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 100 537 | −0,12 | 2 396 | 10,52 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 39 842 | −3,39 | 949 | 6,99 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 193 042 | −1,78 | 4 600 | 8,72 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 210 724 | −3,17 | 5 022 | 7,17 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 16 737 | −7,07 | 399 | 2,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 217 210 | −1,61 | 100 457 | 8,89 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 68 774 | −19,00 | 1 639 | −10,39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 204 160 | −6,94 | 4 865 | 3,01 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 121 606 | −26,51 | 2 898 | −18,67 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31 158 | −23,70 | 742 | −15,59 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2 664 456 | −8,41 | 63 494 | 1,37 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 17 772 | −50,63 | 423 | −45,56 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35 522 | −0,06 | 847 | 10,59 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 24 697 | −88,61 | 589 | 11,15 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 137 043 | −1,13 | 3 266 | 9,42 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 37 019 | −4,10 | 882 | 6,14 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 131 676 | −0,07 | 3 138 | 10,61 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 84 793 | −5,94 | 2 021 | 4,12 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 29 754 | −8,55 | 709 | 1,29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 9 965 | −1,51 | 237 | 9,22 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 135 811 | −2,34 | 27 066 | 8,10 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 12 658 | −88,09 | 302 | −86,84 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 51 775 | −74,33 | 1 234 | −71,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 529 675 | −21,42 | 36 452 | −13,03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 179 560 | −0,58 | 4 279 | 10,03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 58 611 | −8,00 | 1 397 | 1,82 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 31 339 | −2,68 | 1 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18 524 | −1,52 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2 065 | −13,96 | 49 | −3,92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 479 | −10,12 | 1 489 | −0,53 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 269 712 | −2,62 | 6 427 | 7,80 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 14 823 | −2,63 | 353 | 7,95 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 39 773 | −4,67 | 948 | 5,46 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 35 790 | −0,78 | 853 | 9,79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55 445 | −0,53 | 1 321 | 10,08 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1 639 862 | −2,60 | 39 078 | 7,81 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 16 314 | −10,99 | 389 | −1,52 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 33 408 | −25,40 | 796 | −17,43 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 2 480 | −8,15 | 59 | 1,72 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 36 225 | −6,09 | 863 | 3,98 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 263 | −6,05 | 578 | 3,58 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 108 739 | −2,12 | 2 591 | 8,36 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 63 931 | −0,02 | 1 523 | 10,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 401 205 | −0,63 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 811 | −14,54 | 639 | −5,48 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 70 606 | −1,26 | 1 683 | 9,29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17 782 | −26,09 | 424 | −18,34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 333 | −64,74 | 222 | −60,98 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 24 782 | −0,00 | 591 | 10,69 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 23 700 | −22,14 | 1 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 152 194 | −1,99 | 3 627 | 8,47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 28 185 | −9,71 | 672 | −0,15 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 207 208 | −1,49 | 47 521 | −6,57 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 320 591 | −7,33 | 7 640 | 2,56 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 19 333 | −0,48 | 461 | 10,05 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16 964 | −1,60 | 404 | 3,32 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 244 884 | −1,00 | 5 836 | 9,58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 117 919 | −13,87 | 2 810 | 7,46 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 257 871 | −24,59 | 6 145 | −16,53 | ||||
| 2025-04-24 | 13F | Tanager Wealth Management LLP | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 57 487 | −0,69 | 1 370 | 9,87 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 159 427 | −4,03 | 3 799 | 6,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 430 | −8,16 | 34 | 3,03 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 36 908 | −4,33 | 880 | 5,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 297 226 | −0,82 | 7 083 | 9,78 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 22 529 | −1,94 | 537 | 8,50 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 412 412 | −1,00 | 9 828 | 9,58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 203 143 | −2,42 | 4 841 | 7,99 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 95 774 | −15,97 | 2 282 | −6,97 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 045 997 | −0,67 | 24 926 | 9,94 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 160 310 | −0,98 | 27 650 | 9,60 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91 443 | −4,98 | 2 179 | 5,21 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 619 457 | −0,63 | 14 762 | 9,98 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 950 | −98,43 | 23 | −98,40 | ||||
| 2025-08-12 | 13F | Bowie Capital Management, LLC | 30 000 | −23,08 | 715 | −14,90 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 39 201 | −1,42 | 934 | 9,11 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 175 180 | −37,94 | 4 | −50,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1 084 059 | −0,03 | 23 340 | −5,18 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 53 230 | −5,18 | 1 268 | 4,97 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 189 034 | −49,49 | 5 | −50,00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 103 162 | −1,72 | 2 458 | 8,81 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 23 970 | −9,26 | 571 | 0,53 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 18 688 | −9,90 | 445 | −0,22 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 415 324 | −37,92 | 9 897 | −31,29 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 21 465 | −1,20 | 512 | 9,42 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 624 863 | −0,66 | 14 890 | 9,95 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 12 243 | −4,76 | 292 | 5,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 342 337 | −0,18 | 8 158 | 10,48 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | −70,44 | 14 | −67,44 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 115 995 | −12,44 | 2 764 | −8,08 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 1 176 627 | −1,07 | 28 039 | 9,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 14 050 | −4,62 | 335 | 5,36 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 57 582 | −13,57 | 1 372 | −4,32 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 863 248 | −3,10 | 20 571 | 7,26 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 77 257 | −41,40 | 1 841 | −35,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 368 | −48,38 | 1 462 | −42,87 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 95 388 | −9,43 | 2 273 | 0,26 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 68 768 | −0,79 | 1 639 | 9,79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 451 216 | −9,00 | 10 752 | 0,44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 256 | −98,05 | 221 | −97,96 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 202 687 | −2,59 | 4 830 | 7,84 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 37 768 | −91,43 | 900 | −90,51 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 6 047 159 | −4,97 | 144 104 | 5,19 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 82 667 | −7,89 | 1 970 | 1,92 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 84 381 | −49,43 | 2 011 | −44,04 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 120 033 | −3,68 | 2 860 | 6,60 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 325 395 | −4,78 | 7 933 | 7,83 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 66 949 | −19,45 | 1 595 | −10,84 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 191 382 | −0,04 | 4 561 | 10,63 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 323 899 | −11,30 | 7 719 | −1,82 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 104 411 | −0,15 | 2 488 | 10,53 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 313 715 | −0,56 | 7 476 | 10,06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 13 059 | −0,31 | 281 | −5,39 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 54 759 | −12,13 | 1 305 | −2,76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 513 | −13,48 | 441 | −4,13 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 33 106 | −0,15 | 789 | 10,52 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 137 791 | −6,89 | 3 284 | 3,04 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 47 411 | −0,44 | 1 130 | 10,15 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 8 928 | −26,19 | 213 | −18,46 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 19 203 | −26,58 | 458 | −18,83 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 40 002 | −2,39 | 953 | 8,05 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 1 400 | −15,92 | 33 | −5,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 398 870 | −3,16 | 9 505 | 7,20 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 10 268 | −31,86 | 245 | −24,69 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 163 202 | −11,83 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31 200 | −11,99 | 743 | −2,62 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 519 324 | −9,01 | 12 375 | 0,71 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 24 415 | −4,53 | 582 | 5,64 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 13 531 | −2,86 | 322 | 7,69 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 131 441 | −15,29 | 3 132 | −6,23 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 197 131 | −0,02 | 4 698 | 10,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 072 | −11,87 | 312 | −2,51 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 161 937 | −3,43 | 3 859 | 6,87 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 157 823 | −19,85 | 3 761 | −11,30 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 18 215 | −2,39 | 434 | 8,23 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 20 313 | −6,02 | 484 | 4,09 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72 115 | −6,98 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 11 401 | −18,95 | 272 | −10,26 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 52 615 | −2,35 | 1 133 | −7,44 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 5 016 | −0,02 | 120 | 10,19 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 570 127 | −2,58 | 13 586 | 7,83 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 23 936 | −1,05 | 1 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 704 368 | −2,06 | 16 785 | 8,40 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 129 897 | −0,46 | 3 095 | 10,18 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 117 996 | −0,73 | 2 812 | 9,85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11 437 | −25,53 | 272 | −17,58 | ||||
| 2025-05-02 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 135 799 | −0,70 | 3 236 | 9,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 449 | −23,63 | 606 | −15,48 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 43 | −20,37 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 478 355 | −0,80 | 11 399 | 9,80 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 13 372 | −1,39 | 319 | 9,28 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18 395 | −1,38 | 438 | 9,23 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 109 172 | −1,64 | 2 602 | 8,87 | ||||
| 2025-08-14 | 13F | Acas, Llc | 24 081 | −0,31 | 600 | 15,41 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 58 621 | −4,79 | 1 397 | 5,36 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 18 355 | −9,07 | 437 | 0,69 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 321 737 | −10,99 | 7 667 | −1,49 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 844 089 | −16,57 | 20 115 | −7,66 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 239 977 | −0,29 | 5 719 | 10,36 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 27 187 | −0,99 | 648 | 9,48 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24 730 | −2,95 | 589 | 7,48 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 025 879 | −4,67 | 48 277 | 5,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 000 692 | −0,32 | 23 846 | 10,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 369 435 | −25,50 | 8 804 | −17,54 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 624 335 | −2,57 | 14 878 | 4,25 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 148 566 | −15,67 | 3 540 | −6,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 751 | −69,26 | 232 | −65,98 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 199 316 | −5,16 | 4 750 | 4,97 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 172 649 | −0,05 | 4 114 | 10,62 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 155 541 | −0,02 | 3 707 | 10,66 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 413 848 | −2,70 | 9 862 | 7,70 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 30 826 | −2,52 | 735 | 7,94 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 483 046 | −6,43 | 11 511 | 3,56 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 997 934 | −5,03 | 24 080 | 6,44 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 143 426 | −13,70 | 3 418 | −4,50 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 827 398 | −2,47 | 401 | 7,82 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 50 194 | −21,92 | 1 196 | −13,52 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 6 170 240 | −1,66 | 147 037 | 8,84 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 53 194 | −7,10 | 1 268 | 2,84 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 43 273 | −5,67 | 932 | −10,57 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 98 485 | −18,08 | 2 347 | −9,35 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 2 721 147 | −1,34 | 64 845 | 9,20 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 583 483 | −0,60 | 13 904 | 10,02 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 34 040 | −0,25 | 811 | 10,49 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 31 046 | −1,72 | 740 | 8,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 129 657 | −7,74 | 3 090 | −3,17 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 59 087 | −0,07 | 1 408 | 10,60 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 940 | −47,88 | 261 | −42,35 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 36 912 | −9,53 | 880 | 0,11 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 127 374 | −8,18 | 3 131 | 4,82 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 176 328 | −18,31 | 4 202 | −9,60 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 507 408 | −1,98 | 59 752 | 8,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 515 890 | −4,02 | 12 294 | 6,23 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 604 777 | −33,42 | 14 | −26,32 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 15 900 | −13,03 | 379 | −3,82 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 98 650 | −3,52 | 2 351 | 6,77 | ||||
| 2025-04-11 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 352 527 | −0,68 | 8 401 | 9,93 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 117 334 | −3,74 | 2 796 | 6,55 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 29 841 | −41,99 | 711 | −35,77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 117 961 | −5,56 | 2 811 | 4,54 |
