Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 89 810 | −3,38 | 3 825 | 14,69 | ||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 11 408 | −1,04 | 486 | 17,43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 183 578 | −5,02 | 7 819 | 12,75 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 36 962 | −16,76 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7 857 | −3,17 | 335 | 14,78 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 879 | −1,46 | 37 | 15,63 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 490 | −14,08 | 234 | 1,75 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 509 236 | −41,01 | 64 278 | −29,98 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 90 700 | −0,08 | 3 863 | 18,61 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 20 339 | −1,15 | 866 | 17,34 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 6 887 | −12,68 | 293 | −2,98 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 799 215 | −10,34 | 34 039 | 6,42 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 37 946 | −0,63 | 1 616 | 17,96 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 013 | −77,41 | 0 | |||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 8 370 | −0,53 | 356 | 18,27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 727 | −3,37 | 159 | 14,49 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 277 996 | −2,62 | 11 748 | 13,80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 418 | −10,57 | 1 381 | 6,15 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 18 586 | −0,39 | 789 | 17,79 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13 450 | −46,29 | 573 | −36,30 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 37 342 | −1,10 | 1 590 | 17,34 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 182 595 | −2,28 | 7 777 | 15,99 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 154 506 | −0,37 | 6 580 | 18,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 208 461 | −28,85 | 8 878 | −15,54 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 78 822 | −0,07 | 3 357 | 18,62 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 525 | −3,65 | 619 | 14,44 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 765 246 | −12,88 | 32 592 | 3,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 697 217 | −54,79 | 29 694 | −46,34 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 50 557 | −11,91 | 2 153 | 4,57 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 143 811 | −7,45 | 6 125 | 9,85 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 30 385 | −8,07 | 1 294 | 9,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 630 | −1,36 | 155 | 16,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 264 | −1,55 | 522 | 17,04 | ||||
| 2025-04-11 | 13F | City State Bank | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 87 332 | −11,40 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 880 | −1,39 | 208 | 29,38 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 25 774 | −7,02 | 1 098 | 10,36 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 233 008 | −5,42 | 52 514 | 12,26 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 9 837 | −16,82 | 419 | −1,42 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 27 771 | −3,46 | 1 183 | 14,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 138 327 | −9,24 | 5 892 | 7,75 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 40 290 | −21,31 | 1 716 | −6,59 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 1 354 346 | −1,38 | 57 682 | 17,06 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 458 | −8,11 | 105 | 9,47 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 40 373 | −9,04 | 1 719 | 7,98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 659 | −29,91 | 71 | −16,67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 68 | −41,88 | 3 | −50,00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 6 873 | −5,43 | 293 | 12,31 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 151 167 | −11,92 | 6 438 | 4,55 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 40 909 | −1,64 | 1 742 | 16,76 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 15 040 | −5,65 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 91 887 | −0,45 | 3 913 | 18,18 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 41 512 | −3,46 | 1 489 | 0,88 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 123 808 | −11,55 | 5 273 | 4,98 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 39 933 | −7,78 | 1 701 | 9,47 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 150 367 | −2,89 | 6 404 | 15,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 250 | −2,45 | 404 | 13,52 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 527 133 | −10,33 | 22 451 | 6,44 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11 215 | −4,40 | 478 | 13,57 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 590 | −71,11 | 110 | −65,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 54 658 | −3,81 | 2 328 | 14,18 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21 704 | −50,02 | 1 | −100,00 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 17 016 | −2,64 | 725 | 15,47 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 7 001 | −1,41 | 298 | 17,32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 182 | −3,70 | 8 | 16,67 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 14 258 | −3,88 | 607 | 14,10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 509 | −25,77 | 149 | −11,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70 202 | −7,08 | 2 990 | 10,30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176 195 | −0,60 | 7 504 | 18,01 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 11 779 | −5,98 | 502 | 11,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 670 | −5,46 | 625 | 12,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 162 535 | −63,82 | 6 922 | −57,05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6 870 | −88,34 | 293 | −86,19 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 20 546 | −2,84 | 875 | 15,44 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177 517 | −6,16 | 7 560 | 11,39 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 18 074 | −0,60 | 767 | 17,64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 591 | −12,96 | 366 | 3,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 407 700 | −0,75 | 17 364 | 17,81 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 48 705 | −15,76 | 2 074 | 0,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 393 203 | −4,81 | 16 747 | 12,99 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 6 786 | −45,55 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7 308 | −27,28 | 311 | −13,61 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 715 | −12,44 | 201 | 3,63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 124 197 | −2,43 | 5 290 | 15,83 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5 557 | −1,96 | 237 | 16,26 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 362 | −5,24 | 15 | 15,38 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 6 347 | −0,24 | 270 | 18,42 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 27 433 | −0,80 | 1 165 | 17,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213 204 | −3,20 | 9 080 | 14,91 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 30 800 | −2,02 | 1 312 | 16,33 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 27 132 | −0,01 | 1 156 | 18,71 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15 718 | −5,55 | 1 | |||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 46 500 | −17,62 | 1 759 | −11,61 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 183 | −88,52 | 604 | −86,38 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 16 301 | −0,06 | 694 | 18,63 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 76 156 | −4,89 | 3 243 | 12,92 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 945 | −6,44 | 34 | −2,94 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 10 338 | −5,49 | 440 | 12,24 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 43 355 | −13,48 | 1 846 | 2,73 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13 450 | −46,29 | 573 | −36,30 | ||||
| 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 | 277 | −96,95 | 11 | −96,59 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 102 535 | −3,26 | 4 367 | 14,80 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 65 680 | −0,36 | 2 797 | 18,27 | ||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10 565 | −1,41 | 450 | 16,93 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 28 593 | −14,45 | 1 218 | 1,50 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 20 879 | −16,91 | 889 | −1,33 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 6 336 | −29,03 | 270 | −15,94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 75 205 | −0,18 | 3 203 | 18,46 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 30 404 | −0,45 | 1 295 | 18,17 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 326 348 | −10,34 | 56 489 | 6,43 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 108 578 | −2,62 | 4 624 | 9,65 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 126 108 | −5,36 | 5 371 | 12,34 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 999 324 | −7,81 | 42 561 | 9,43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 867 | −46,73 | 463 | −36,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 326 | −5,37 | 312 | 12,64 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 7 341 | −1,95 | 313 | 16,42 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 188 396 | −1,12 | 8 024 | 17,36 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 44 333 | −1,90 | 1 888 | 12,92 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 326 906 | −7,90 | 99 103 | 9,33 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 78 810 | −3,90 | 3 356 | 14,07 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 43 405 | −0,61 | 1 849 | 18,01 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21 246 | −11,42 | 905 | 5,12 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 17 399 | −6,42 | 741 | 11,09 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 175 977 | −7,85 | 7 495 | 9,37 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 383 | −0,49 | 783 | 18,13 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 640 | −99,27 | 27 | −99,14 | ||||
| 2025-08-01 | 13F | Motco | 9 432 | −29,96 | 400 | −17,18 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22 311 | −2,14 | 950 | 16,14 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 35 660 | −3,28 | 1 519 | 10,08 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 34 428 | −0,12 | 1 466 | 18,61 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 101 147 | −0,13 | 4 308 | 18,55 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 13 090 | −54,93 | 557 | −46,49 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 173 264 | −0,51 | 7 379 | 18,10 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 337 525 | −4,55 | 14 375 | 13,30 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 852 | −33,56 | 249 | −21,20 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 721 | −10,16 | 329 | 2,18 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 73 596 | −0,01 | 3 134 | 18,71 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 5 | −97,67 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15 705 | −0,70 | 669 | 17,81 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 61 125 | −46,52 | 2 603 | −36,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 652 | −19,41 | 28 | −6,90 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 470 749 | −0,82 | 20 049 | 17,73 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15 714 | −16,47 | 1 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 29 699 | −3,77 | 1 271 | 14,81 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 6 021 | −71,05 | 256 | −65,68 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 20 989 | −7,22 | 894 | 10,11 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 62 426 | −22,89 | 2 659 | −8,47 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 10 571 | −3,92 | 450 | 14,21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 786 913 | −1,21 | 33 515 | 17,27 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 40 187 | −12,18 | 1 712 | 4,27 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8 517 | −6,71 | 363 | 10,70 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 482 | −8,89 | 319 | 8,16 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 47 445 | −50,71 | 2 021 | −41,50 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 940 | −3,26 | 253 | 14,55 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 53 776 | −1,76 | 2 290 | 16,60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 126 | −16,90 | 48 | 2,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 267 033 | −12,15 | 11 429 | 4,81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15 290 | −15,46 | 651 | 0,46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 640 | −1,43 | 581 | 16,94 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 636 | −4,39 | 453 | 13,28 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 21 809 | −0,32 | 929 | 18,37 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 51 580 | −17,73 | 2 197 | −2,36 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 185 | −14,08 | 93 | 2,20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 973 | −66,90 | 84 | −60,56 | ||||
| 2025-05-15 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 |
