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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 15 353 | −8,76 | 407 | −13,62 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 724 | −4,54 | 99 | −10,09 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 110 517 | −1,60 | 2 929 | −6,75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 260 128 | −2,40 | 6 893 | −7,50 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 62 258 | −1,81 | 1 650 | −6,94 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31 117 | −1,16 | 825 | −6,36 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 7 909 | −2,07 | 210 | −7,11 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 34 801 | −1,88 | 922 | −6,96 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 318 606 | −0,79 | 8 443 | −5,97 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 152 176 | −4,66 | 4 033 | −9,64 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 18 051 | −29,74 | 478 | −33,43 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 211 229 | −1,21 | 5 598 | −6,37 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 147 265 | −4,40 | 3 903 | −9,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 569 755 | −9,06 | 15 099 | −13,80 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 82 671 | −0,17 | 2 191 | −5,40 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 172 115 | −0,41 | 4 561 | −5,61 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 67 892 | −1,25 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21 970 | −76,04 | 582 | −77,29 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 336 269 | −1,23 | 8 911 | −6,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 528 202 | −17,32 | 464 497 | −21,64 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 8 262 | −46,77 | 219 | −49,65 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 457 466 | −5,27 | 12 123 | −10,22 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 98 986 | −2,90 | 2 623 | −7,96 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 12 615 | −11,22 | 334 | −15,87 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 52 168 | −1,37 | 1 382 | −6,50 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 1 014 366 | −2,64 | 26 881 | −7,72 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 12 219 | −3,58 | 324 | −8,76 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 94 194 | −6,17 | 2 496 | −11,05 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 108 313 | −58,98 | 2 870 | −61,12 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 230 571 | −8,95 | 6 110 | −13,70 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 63 119 | −2,30 | 1 673 | −7,42 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 284 895 | −2,41 | 7 550 | −7,51 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 310 099 | −84,67 | 8 218 | −85,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 840 628 | −10,62 | 22 277 | −15,29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 27 202 | −9,35 | 721 | −14,18 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 12 050 | −1,46 | 319 | −6,45 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 78 025 | −1,03 | 2 068 | −6,22 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 15 834 | −0,75 | 420 | −6,05 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 73 585 | −6,49 | 1 950 | −11,36 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 83 666 | −0,64 | 2 217 | −5,82 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 54 296 | −5,06 | 1 439 | −10,07 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 192 302 | −2,57 | 5 096 | −7,65 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 85 | −94,02 | 2 | −99,42 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 131 432 | −14,78 | 3 483 | −19,25 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 315 151 | −5,35 | 61 351 | −10,29 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10 414 | −96,37 | 276 | −96,57 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 722 339 | −33,49 | 19 142 | −36,99 | ||||
| 2025-08-14 | 13F | Comerica Bank | 164 191 | −11,73 | 4 351 | −16,33 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 79 350 | −65,27 | 2 103 | −67,09 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 35 093 | −8,01 | 930 | −12,85 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 39 869 | −16,00 | 1 057 | −20,42 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21 679 | −2,70 | 574 | −7,72 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 171 917 | −30,98 | 4 558 | −34,59 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 853 | −21,23 | 182 | −25,51 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 730 748 | −0,09 | 19 | −5,00 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 113 960 | −0,44 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 123 380 | −5,28 | 3 270 | −10,24 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 867 | −91,68 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 047 805 | −1,33 | 54 267 | −6,48 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 33 580 | −0,74 | 890 | −5,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 376 728 | −2,39 | 115 983 | −7,49 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 17 431 | −8,99 | 462 | −13,83 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 26 392 | −26,05 | 699 | −29,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 393 771 | −69,28 | 10 435 | −70,88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | −87,53 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 37 030 | −34,56 | 981 | −37,99 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 13 055 | −23,47 | 346 | −27,52 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 663 942 | −3,67 | 18 | −10,53 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 139 723 | −5,06 | 3 703 | −10,01 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 39 809 | −18,28 | 1 055 | −22,56 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 14 712 | −19,53 | 390 | −23,87 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13 162 | −3,26 | 349 | −8,42 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 309 529 | −1,32 | 8 203 | −6,48 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 428 343 | −13,74 | 11 702 | −15,71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 384 554 | −1,50 | 10 191 | −6,64 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 36 456 | −0,36 | 966 | −5,57 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 393 459 | −28,89 | 10 427 | −32,61 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13 263 | −92,37 | 351 | −92,78 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 651 066 | −0,32 | 149 753 | −5,52 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 12 342 | −44,73 | 327 | −47,60 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Gleason Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70 640 | −55,11 | 1 872 | −57,47 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 8 364 | −55,79 | 222 | −58,14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 845 526 | −17,98 | 22 406 | −22,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 19 500 | −39,06 | 517 | −42,28 | |||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 291 646 | −0,96 | 7 729 | −6,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 108 200 | −39,79 | 2 867 | −42,93 | |||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 231 634 | −0,95 | 85 638 | −6,12 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 14 570 | −4,59 | 386 | −9,39 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 87 308 | −72,08 | 2 402 | −72,54 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 56 895 | −1,82 | 1 508 | −2,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 51 595 | −49,86 | 1 367 | −52,49 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 35 522 | −0,14 | 941 | −5,33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29 371 | −1,59 | 778 | −6,71 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 159 875 | −20,01 | 4 | −20,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 054 329 | −28,76 | 27 940 | −32,48 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 5 | −82,76 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 140 578 | −14,71 | 3 725 | −19,16 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 640 539 | −1,63 | 16 974 | −6,76 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 225 714 | −2,91 | 5 981 | −7,98 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 87 579 | −92,62 | 2 321 | −93,01 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12 118 | −14,89 | 321 | −19,35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 698 589 | −1,25 | 18 513 | −6,41 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 9 916 | −25,12 | 263 | −29,19 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 11 563 | −16,20 | 306 | −20,52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 594 469 | −0,46 | 148 254 | −5,66 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 59 907 | −0,80 | 1 588 | −5,98 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 84 816 | −17,82 | 2 248 | −22,11 | ||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 350 274 | −2,70 | 9 282 | −7,77 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 207 390 | −3,78 | 5 496 | −8,81 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 28 120 | −0,72 | 745 | −5,82 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24 319 | −0,21 | 1 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 320 282 | −3,23 | 8 514 | −8,25 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 483 152 | −6,80 | 12 804 | −11,67 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 665 788 | −2,18 | 17 643 | −7,29 | ||||
| 2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 41 722 | −6,50 | 1 106 | −11,39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33 609 | −57,60 | 911 | −55,65 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 11 589 | −4,60 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 31 310 | −0,09 | 830 | −5,37 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 9 802 | −10,55 | 260 | −15,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 925 274 | −33,74 | 24 520 | −37,20 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 20 851 | −7,22 | 553 | −12,10 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 8 838 | −56,24 | 234 | −58,51 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 184 748 | −4,89 | 4 896 | −9,85 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 735 449 | −9,41 | 19 489 | −14,14 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 072 | −28,94 | 81 | −32,50 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 122 287 | −3,28 | 3 241 | −8,35 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 202 902 | −0,73 | 5 377 | −5,93 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 201 552 | −0,24 | 32 | −6,06 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 565 172 | −1,10 | 14 977 | −6,26 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 283 956 | −5,12 | 8 | −12,50 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 185 522 | −12,49 | 4 916 | −17,06 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 444 136 | −0,11 | 11 770 | −5,33 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 129 393 | −72,27 | 3 429 | −73,73 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 22 437 | −21,16 | 595 | −25,28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 273 | −31,67 | 34 | −36,54 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 25 877 | −0,45 | 686 | −5,65 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 111 265 | −0,34 | 2 949 | −5,54 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 158 393 | −7,78 | 4 197 | −12,60 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 262 493 | −15,09 | 6 956 | −19,52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 70 347 | −1,65 | 1 864 | −6,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 459 965 | −25,07 | 12 189 | −27,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 331 600 | −51,03 | 8 787 | −53,59 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 520 500 | −14,76 | 13 793 | −19,21 | |||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 590 568 | −0,76 | 15 650 | −5,94 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 539 422 | −0,17 | 14 295 | −5,39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 301 | −5,01 | 405 | −10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 235 377 | −32,72 | 6 237 | −36,24 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 954 063 | −7,93 | 25 283 | −12,74 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 13 193 | −6,70 | 350 | −11,65 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 92 766 | −0,26 | 2 458 | −3,23 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 33 287 | −0,90 | 931 | 1,42 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 240 725 | −2,36 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 118 648 | −49,04 | 3 144 | −51,70 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 13 050 | −1,66 | 346 | −7,01 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 9 704 | −2,24 | 257 | −7,22 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 30 901 | −1,01 | 819 | −6,19 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28 597 | −1,81 | 758 | −7,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12 336 | −49,97 | 327 | −52,69 | ||||
| 2025-06-24 | 13F | Rainier Family Wealth Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 64 893 | −68,60 | 1 720 | −70,25 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 52 000 | −3,66 | 1 378 | −8,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 22 911 | −7,70 | 607 | −12,54 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2 722 385 | −1,69 | 72 143 | −6,82 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 220 818 | −4,44 | 5 984 | 0,03 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 11 760 | −2,71 | 312 | −7,72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 248 639 | −7,37 | 6 589 | −12,22 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 361 582 | −2,29 | 9 582 | −7,39 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 105 772 | −2,83 | 2 803 | −7,92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 16 804 | −2,15 | 445 | −7,29 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 3 659 | −0,05 | 97 | −5,88 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 189 823 | −2,40 | 5 030 | −7,50 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 123 593 | −3,19 | 3 275 | −8,24 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 10 329 | −7,00 | 274 | −11,94 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 20 567 | −8,45 | 545 | −13,22 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 717 163 | −4,95 | 19 010 | −9,89 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 136 499 | −15,55 | 3 617 | −19,96 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 59 490 | −5,28 | 1 623 | 1,63 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 13 126 | −7,93 | 348 | −12,81 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 464 941 | −0,05 | 12 321 | −5,27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 143 973 | −77,61 | 3 815 | −78,78 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 628 213 | −18,44 | 16 648 | −22,70 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 582 325 | −0,74 | 41 932 | −5,92 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 8 785 | −4,50 | 233 | −9,73 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 580 869 | −3,10 | 15 393 | −8,16 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 20 537 | −0,95 | 544 | −6,04 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 21 303 | −0,50 | 565 | −5,69 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 16 291 | −4,76 | 432 | −9,83 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 78 516 | −2,49 | 2 081 | −7,60 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 212 221 | −0,23 | 5 624 | −5,45 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 14 372 | −3,14 | 381 | −8,21 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 116 933 | −10,15 | 3 269 | −8,05 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 25 811 | −0,28 | 684 | −5,39 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 8 739 | −9,34 | 232 | −14,13 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 3 773 | −34,88 | 101 | −37,89 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 66 713 | −31,90 | 1 768 | −35,46 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130 243 | −15,21 | 3 451 | −19,63 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 63 177 | −13,69 | 1 674 | −18,18 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 180 | −84,76 | 84 | −85,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 836 326 | −4,85 | 207 662 | −9,82 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 26 005 | −28,64 | 689 | −32,32 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 426 | −86,11 | 11 | −87,06 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 53 156 | −6,87 | 1 409 | −11,72 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 23 699 | −1,70 | 628 | −6,82 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 17 455 | −15,02 | 463 | −19,51 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 112 453 | −8,58 | 2 980 | −13,35 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 17 830 | −0,39 | 472 | −5,60 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 83 871 | −1,90 | 2 223 | −7,03 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 815 | −30,69 | 234 | −34,37 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1 173 654 | −1,17 | 31 102 | −6,33 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 113 079 | −23,17 | 2 997 | −27,19 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 136 147 | −3,39 | 3 608 | −8,45 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 220 727 | −2,95 | 5 849 | −8,02 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 24 739 | −5,70 | 656 | −10,64 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1 050 | −3,58 | 28 | −10,00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 20 916 | −14,20 | 554 | −18,65 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 180 215 | −1,33 | 4 776 | −6,48 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 986 197 | −25,26 | 26 134 | −23,20 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 71 575 | −4,08 | 1 897 | −9,11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 99 103 | −2,18 | 2 626 | −7,27 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13 889 | −11,43 | 368 | −15,98 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 137 833 | −31,83 | 3 653 | −35,40 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Smart Money Group LLC | 9 564 | −45,00 | 253 | −47,94 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 111 646 | −4,09 | 2 959 | −9,10 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 6 660 | −63,73 | 176 | −65,69 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 35 361 | −21,67 | 937 | −25,75 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 484 | −8,51 | 13 | −14,29 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 118 231 | −2,48 | 3 133 | −7,55 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40 051 | −0,96 | 1 061 | −6,11 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 351 | −8,19 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 219 | −18,67 | 165 | −23,00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20 510 | −1,79 | 544 | 1,88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 17 022 | −1,33 | 451 | −6,43 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 265 619 | −0,18 | 7 039 | −5,39 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40 814 | −17,95 | 1 082 | −20,40 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 222 331 | −0,39 | 5 892 | −5,59 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | −99,81 | 1 | −99,85 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 88 841 | −6,75 | 2 354 | −11,60 | ||||
| 2025-05-07 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 10 908 | −4,42 | 289 | −9,40 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 323 058 | −6,09 | 88 061 | −11,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 60 660 | −46,07 | 2 | −66,67 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 354 731 | −37,70 | 9 400 | −40,95 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 131 436 | −31,85 | 3 675 | −30,27 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 234 460 | −0,03 | 6 213 | −5,25 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 13 534 | −2,25 | 359 | −7,49 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 10 380 | −4,34 | 275 | −9,24 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 357 030 | −30,35 | 9 461 | −33,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 143 107 | −1,88 | 3 792 | −7,01 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 889 213 | −1,99 | 23 564 | −7,10 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 361 677 | −13,32 | 28 124 | −16,40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 174 249 | −0,98 | 31 118 | −6,15 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 11 473 | −2,79 | 304 | −7,60 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 34 937 | −89,19 | 926 | −89,77 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 590 418 | −1,95 | 15 646 | −7,07 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 10 834 | −15,29 | 287 | −19,61 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 37 038 | −7,50 | 982 | −12,33 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Iron Financial, LLC | 61 655 | −20,52 | 1 634 | −24,68 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 18 643 | −23,83 | 494 | −27,78 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 18 797 | −25,92 | 498 | −29,76 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 14 178 | −16,55 | 376 | −21,05 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 528 070 | −3,54 | 13 994 | −8,58 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 43 | −49,41 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 309 512 | −8,96 | 8 202 | −13,71 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 23 780 | −1,97 | 630 | −7,08 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 16 641 | −1,29 | 441 | −6,58 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 414 387 | −12,37 | 11 139 | −15,76 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 61 766 | −10,65 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 565 | −15,61 | 151 | −18,03 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10 367 | −15,78 | 280 | −11,39 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 407 064 | −17,77 | 11 145 | −12,19 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 309 609 | −0,44 | 8 310 | −4,43 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 283 324 | −6,55 | 7 508 | −11,42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 42 832 | −23,60 | 1 135 | −27,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64 859 | −59,01 | 1 719 | −61,17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 034 | −28,68 | 398 | −32,43 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 938 500 | −24,39 | 24 870 | −28,34 | |||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 120 296 | −2,62 | 3 188 | −7,73 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 36 388 | −1,27 | 964 | −6,41 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 146 923 | −5,74 | 189 393 | −10,66 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5 651 | −14,95 | 150 | −19,46 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 704 | −21,17 | 72 | −25,26 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 40 723 | −57,61 | 1 079 | −59,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 614 863 | −0,64 | 149 | −5,73 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 76 143 | −3,90 | 2 018 | −8,94 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 221 409 | −2,49 | 5 867 | −7,58 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 278 813 | −7,61 | 7 389 | −12,43 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 901 858 | −13,29 | 23 899 | −17,82 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 14 414 | −8,44 | 382 | −13,41 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 52 892 | −6,70 | 1 402 | −11,61 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 52 950 | −0,99 | 1 403 | −6,15 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 9 098 | −5,77 | 241 | −10,41 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 12 994 | −8,59 | 344 | −13,35 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1 615 970 | −6,99 | 42 823 | −11,85 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 241 665 | −10,68 | 6 404 | −15,34 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 233 831 | −15,06 | 6 197 | −19,49 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 99 858 | −5,83 | 2 646 | −10,73 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 511 699 | −33,79 | 13 560 | −37,24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 36 246 | −11,07 | 961 | −15,72 | ||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 98 668 | −2,61 | 2 615 | −7,70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 15 933 | −59,78 | 422 | −61,88 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 241 388 | −1,13 | 6 397 | −6,30 | ||||
| 2025-08-14 | 13F | Acas, Llc | 81 959 | −1,42 | 2 251 | 5,29 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 275 257 | −26,38 | 7 294 | −30,22 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 13 990 | −9,09 | 371 | −13,95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 240 955 | −2,51 | 6 385 | −7,60 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 321 105 | −20,01 | 8 509 | −24,19 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 69 402 | −5,55 | 1 839 | −10,47 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 88 342 | −5,53 | 2 341 | −10,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 202 107 | −3,27 | 5 356 | −8,32 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 33 979 | −14,92 | 900 | −19,35 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 156 452 | −18,57 | 4 146 | −22,84 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45 968 | −8,25 | 1 218 | −13,00 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 78 149 | −41,38 | 2 071 | −44,46 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 25 069 | −9,87 | 664 | −14,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 28 982 800 | −1,94 | 768 044 | −7,06 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 85 824 | −0,85 | 2 274 | −6,03 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 69 949 | −3,25 | 1 854 | −8,31 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 15 821 | −5,49 | 419 | −10,47 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 90 989 | −2,29 | 2 411 | −7,38 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 162 105 | −8,56 | 4 296 | −13,34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 19 991 | −5,29 | 530 | −10,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 130 497 | −3,78 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24 226 | −70,69 | 642 | −72,26 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 165 682 | −13,97 | 4 391 | −18,46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 422 330 | −58,23 | 11 | −62,07 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 657 646 | −1,66 | 17 428 | −6,80 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 97 224 | −1,14 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 21 575 | −1,55 | 572 | −6,70 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 41 890 | −5,34 | 1 171 | −3,06 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 915 554 | −0,55 | 50 762 | −5,74 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 382 918 | −1,50 | 10 147 | −6,64 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14 269 | −0,47 | 378 | −5,50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 459 398 | −1,82 | 250 674 | −6,95 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 26 181 | −88,18 | 694 | −88,81 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 19 674 | −26,91 | 521 | −30,72 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13 076 | −8,04 | 347 | −12,85 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92 013 | −5,00 | 2 511 | 2,49 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 118 254 | −16,83 | 3 134 | −21,18 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 12 147 | −24,84 | 322 | −28,82 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 439 980 | −5,52 | 38 159 | −10,45 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25 575 | −14,19 | 678 | −18,73 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 388 491 | −5,58 | 10 295 | −10,51 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 18 159 | −50,25 | 481 | −52,84 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 14 254 | −2,47 | 378 | −7,60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 195 256 | −7,06 | 5 174 | −11,92 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 307 010 | −5,09 | 8 136 | −10,05 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 64 434 | −22,78 | 1 708 | −26,83 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 119 562 | −41,16 | 3 168 | −44,24 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 43 777 | −8,70 | 1 160 | −13,43 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 92 659 | −27,11 | 2 532 | −28,76 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 268 429 | −0,36 | 7 505 | 1,98 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 28 538 | −12,02 | 756 | −16,56 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 17 153 | −53,21 | 455 | −55,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 70 471 | −10,60 | 1 867 | −15,25 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 375 | −4,40 | 460 | −9,45 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | −99,81 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 203 496 | −0,49 | 5 393 | −5,68 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 549 | −63,73 | 280 | −65,68 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Peoples Bank /oh | 11 459 | −85,21 | 304 | −86,01 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19 564 | −0,03 | 518 | −5,30 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 45 730 | −1,16 | 1 212 | −6,34 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 24 026 | −7,18 | 637 | −12,03 | ||||
| 2025-04-16 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 20 028 | −0,20 | 531 | −5,53 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 503 342 | −0,26 | 13 339 | −5,46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 180 071 | −5,28 | 4 772 | −10,24 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 18 502 | −2,24 | 490 | −7,37 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 80 591 | −13,19 | 2 136 | −17,73 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 413 294 | −13,09 | 11 123 | −16,34 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 12 531 | −43,15 | 332 | −46,10 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 80 906 | −80,36 | 2 145 | −80,32 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 36 085 | −4,03 | 956 | −9,04 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 215 465 | −16,60 | 5 710 | −20,96 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8 460 | −17,16 | 224 | −21,40 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 557 803 | −12,02 | 14 782 | −16,61 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 101 559 | −20,24 | 2 691 | −24,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 003 126 | −11,06 | 318 | −15,65 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 295 937 | −2,04 | 7 842 | −7,15 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 159 895 | −0,45 | 4 237 | −5,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 13 730 | −36,73 | 364 | −40,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 117 328 | −19,56 | 3 | −25,00 | ||||
| 2025-05-12 | 13F | Keating Investment Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 345 429 | −0,03 | 62 154 | −5,25 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 10 900 | −15,67 | 289 | −20,22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 281 347 | −4,30 | 7 610 | −7,36 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 23 179 | −4,92 | 614 | −9,84 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 15 132 | −2,02 | 401 | −7,19 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 251 541 | −31,93 | 6 666 | −35,49 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 39 663 | −2,53 | 1 051 | −7,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 273 322 | −1,28 | 33 743 | −6,43 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 33 349 | −4,62 | 884 | −9,62 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 67 185 | −3,98 | 1 780 | −9,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 093 676 | −0,78 | 240 983 | −5,96 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 10 713 | −29,72 | 284 | −33,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17 126 918 | −3,58 | 453 863 | −8,62 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 18 403 | −0,23 | 497 | −3,50 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 1 904 | −0,99 | 50 | −5,66 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 10 115 | −3,46 | 268 | −8,22 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 163 836 | −15,39 | 4 342 | −19,82 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10 306 | −3,20 | 273 | −8,08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419 586 | −2,67 | 11 121 | −5,81 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 527 677 | −4,23 | 13 983 | −9,23 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 12 217 | −25,53 | 324 | −29,48 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 84 326 | −0,27 | 2 235 | −5,50 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32 966 | −21,11 | 874 | −25,26 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 491 | −9,26 | 252 | −14,04 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 334 226 | −2,68 | 8 857 | −7,77 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 262 619 | −44,32 | 7 | −53,85 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 127 448 | −0,98 | 3 377 | −6,14 | ||||
| 2025-07-07 | 13F | Trust Co | 16 577 | −88,05 | 439 | −88,68 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 190 903 | −12,98 | 5 059 | −17,53 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7 914 | −16,01 | 210 | −20,53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 872 400 | −35,44 | 23 119 | −38,81 | |||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 493 | −32,84 | 119 | −36,36 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 987 951 | −2,51 | 105 681 | −7,60 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 15 060 | −13,96 | 399 | −18,40 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 25 695 | −50,55 | 681 | −53,17 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 94 616 | −40,90 | 2 507 | −43,98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24 718 | −9,28 | 655 | −13,93 | ||||
| 2025-05-05 | 13F | Covenant Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 118 406 | −3,33 | 3 138 | −8,38 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 18 280 | −20,61 | 484 | −24,73 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 38 125 | −1,24 | 1 010 | −6,31 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 47 447 | −9,50 | 1 257 | −14,20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 31 942 | −6,61 | 846 | −11,51 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 88 531 | −5,82 | 2 346 | −10,73 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 134 456 | −16,10 | 3 563 | −20,47 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 31 787 | −96,18 | 842 | 2 803,45 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 9 311 | −75,10 | 247 | −69,33 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 604 | −12,73 | 69 | −18,07 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 42 356 | −12,19 | 1 122 | −16,77 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 184 | −90,89 | 217 | −91,40 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 45 339 | −9,99 | 1 201 | −14,70 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 128 725 | −1,25 | 3 411 | −6,39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 55 553 | −23,16 | 1 472 | −27,16 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 792 | −23,92 | 21 | −31,03 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 24 098 | −9,26 | 639 | −14,02 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 49 762 | −19,08 | 1 318 | −23,30 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 280 742 | −12,18 | 33 940 | −16,77 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 18 499 | −12,17 | 490 | −16,67 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 156 224 | −3,53 | 4 140 | −8,59 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 12 727 | −34,81 | 337 | −38,17 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 148 141 | −4,88 | 4 052 | 3,93 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8 973 | −2,95 | 238 | −8,14 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 961 956 | −49,79 | 24 920 | −53,48 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 275 | −15,62 | 34 | −21,43 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198 142 | −0,54 | 5 304 | −4,76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 36 046 | −21,09 | 955 | −25,22 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 367 468 | −2,07 | 9 738 | −7,19 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10 437 | −32,35 | 277 | −35,96 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 28 332 | −11,87 | 751 | −16,48 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 978 581 | −3,67 | 25 932 | −8,70 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 687 | −22,55 | 18 | −25,00 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 132 783 | −1,36 | 3 519 | −6,51 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 23 638 | −3,16 | 626 | −8,21 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 465 630 | −3,44 | 12 339 | −8,48 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 138 285 | −1,17 | 3 665 | −6,34 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 22 983 | −48,93 | 619 | −50,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 498 212 | −0,94 | 13 203 | −6,12 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 25 737 | −1,77 | 682 | −6,83 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 38 625 | −23,05 | 1 024 | −27,08 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 842 718 | −4,49 | 22 332 | −9,47 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 173 419 | −0,97 | 4 596 | −6,15 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 453 546 | −3,38 | 356 519 | −8,43 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 259 351 | −4,51 | 6 873 | −9,50 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 744 | −75,66 | 321 | −76,20 | ||||
| 2025-06-03 | 13F | Invst, LLC | 26 004 | −6,32 | 727 | −4,09 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 163 055 | −13,50 | 4 321 | −18,03 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 531 741 | −4,77 | 14 091 | −9,74 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 131 527 | −29,59 | 29 985 | −33,27 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 28 451 | −23,23 | 754 | −27,32 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 143 287 | −79,46 | 3 797 | −80,53 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 322 743 | −6,82 | 8 746 | −4,46 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 190 652 | −34,24 | 5 052 | −37,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 170 654 | −34,53 | 31 022 | −37,41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 134 947 | −0,93 | 3 576 | −6,09 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 106 050 | −4,49 | 2 810 | −8,97 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 142 223 | −20,82 | 3 769 | −24,97 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9 032 | −46,17 | 239 | −49,04 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 236 825 | −25,31 | 6 276 | −29,22 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 10 058 | −8,80 | 267 | −13,64 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 73 625 | −3,71 | 1 951 | −8,70 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 244 129 | −3,48 | 6 469 | −8,16 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 24 043 | −0,98 | 637 | −6,05 | ||||
| 2025-05-22 | 13F | BOS Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 198 638 | −4,55 | 5 264 | −9,54 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 234 120 | −1,66 | 6 204 | −6,79 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 676 651 | −7,63 | 17 931 | −12,45 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 82 912 | −24,77 | 2 197 | −28,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 557 436 | −59,07 | 14 833 | −61,05 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 14 617 | −14,53 | 0 | |||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 39 900 | −1,72 | 1 057 | −6,87 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 82 331 | −18,76 | 2 182 | −23,01 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 167 206 | −3,86 | 4 431 | −8,89 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 164 012 | −33,66 | 30 846 | −37,12 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 96 418 | −7,86 | 2 555 | −12,65 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 52 187 | −10,37 | 1 383 | −15,06 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 12 226 | −10,71 | 331 | −13,61 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 695 335 | −0,23 | 18 426 | −5,44 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 8 405 | −72,25 | 223 | −73,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 515 968 | −2,04 | 13 673 | −7,15 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 487 631 | −6,92 | 12 922 | −11,78 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 51 | −99,78 | 1 | −99,84 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 91 881 | −0,53 | 2 435 | −5,73 | ||||
| 2025-04-14 | 13F | Wynn Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 16 500 | −13,93 | 437 | −18,32 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 126 517 | −14,25 | 3 456 | −7,86 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 349 902 | −3,37 | 9 272 | −8,42 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 49 893 | −74,18 | 1 322 | −75,53 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 13 645 | −7,65 | 362 | −12,59 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 10 923 | −30,80 | 289 | −34,47 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 20 233 | −0,62 | 536 | −5,80 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 15 277 | −9,90 | 405 | −12,74 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 37 466 | −1,03 | 993 | −6,24 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 10 166 | −43,96 | 280 | −44,97 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 363 103 | −3,85 | 10 | −10,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 35 348 | −68,31 | 937 | −69,98 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 101 675 | −39,67 | 2 766 | −35,44 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17 313 | −9,78 | 459 | −14,55 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 28 430 | −2,42 | 753 | −7,49 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 036 541 | −5,89 | 27 468 | −10,80 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 81 084 | −0,02 | 2 149 | −5,25 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 474 307 | −5,14 | 13 | −7,69 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 093 224 | −0,33 | 28 970 | −5,53 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 432 675 | −2,07 | 11 466 | −7,19 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 878 | −92,33 | 332 | −92,15 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 2 032 073 | −1,98 | 53 850 | −7,10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 534 302 | −8,93 | 14 159 | −13,69 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 117 531 | −13,27 | 3 115 | −17,79 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 396 483 | −96,56 | 10 507 | −96,74 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 270 714 | −14,34 | 33 674 | −18,82 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Clarkston Capital Partners, LLC | 19 691 | −0,09 | 522 | −5,44 | ||||
| 2025-04-17 | 13F | Vicus Capital | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 19 158 | −11,62 | 508 | −16,34 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 55 979 | −15,85 | 1 483 | −20,27 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 552 709 | −1,66 | 14 647 | −6,80 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 55 002 | −6,34 | 1 458 | −11,21 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 46 955 | −4,19 | 1 244 | −9,20 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 301 786 | −0,58 | 7 997 | −5,77 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 903 535 | −20,60 | 50 444 | −24,75 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 47 284 | −12,43 | 1 253 | −16,96 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Clear Harbor Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 154 670 | −8,69 | 4 099 | −13,47 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 49 405 | −6,83 | 1 309 | −11,67 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 1 816 341 | −1,22 | 48 133 | −6,07 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18 181 | −0,08 | 482 | −5,31 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 173 898 | −0,74 | 4 608 | −5,92 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 211 613 | −0,59 | 5 608 | −5,78 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 018 | −97,11 | 80 | −97,30 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 292 588 | −2,04 | 8 181 | 0,26 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 30 937 | −1,91 | 820 | −7,04 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 22 638 | −1,57 | 600 | −6,84 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 483 361 | −1,58 | 39 309 | −6,72 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 84 822 | −5,67 | 2 248 | −10,62 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 45 990 | −18,09 | 1 219 | −22,37 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 22 815 | −30,58 | 605 | −34,20 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 473 201 | −0,04 | 12 540 | −5,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 535 985 | −2,16 | 14 643 | 4,13 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 66 970 | −12,56 | 1 775 | −17,14 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 88 234 | −0,35 | 2 338 | −5,54 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 29 040 | −0,63 | 770 | −5,88 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 28 560 608 | −11,42 | 756 856 | −16,05 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 27 108 | −18,53 | 718 | −22,80 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 203 488 | −2,46 | 5 392 | −7,26 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 10 425 | −35,86 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 988 956 | −4,49 | 79 207 | −9,48 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 574 846 | −2,91 | 15 233 | −7,98 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 115 721 | −8,58 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 10 562 | −0,57 | 280 | −6,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 697 549 | −38,97 | 18 485 | −42,16 | ||||
| 2025-07-31 | 13F | CNB Bank | 1 848 | −27,53 | 49 | −32,39 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 100 078 | −5,96 | 2 652 | −10,86 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 164 567 | −0,74 | 4 361 | −5,91 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 104 202 | −8,42 | 2 761 | −13,20 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 16 222 | −3,88 | 430 | −8,92 | ||||
| 2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 51 177 | −0,49 | 1 356 | −3,49 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 298 599 | −6,18 | 7 913 | −11,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 14 787 940 | −15,69 | 391 813 | −20,23 | ||||
| 2025-08-07 | 13F | Commerce Bank | 106 524 | −5,73 | 2 823 | −10,67 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 13 930 | −6,84 | 369 | −11,72 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 926 301 | −1,72 | 24 547 | −6,86 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 32 319 | −0,15 | 855 | −4,90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 91 709 | −11,84 | 2 430 | −16,44 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 70 668 | −31,53 | 1 873 | −35,11 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 446 | −26,09 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 675 988 | −18,23 | 70 914 | −22,50 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 94 121 | −27,81 | 2 494 | −29,96 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 19 478 | −50,68 | 516 | −53,26 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 40 477 | −61,21 | 1 104 | −63,64 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 101 303 | −4,24 | 2 685 | −9,23 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 174 343 | −2,86 | 4 620 | −7,91 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 47 111 | −0,24 | 1 248 | −5,45 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 527 743 | −2,59 | 40 485 | −7,68 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10 118 | −55,19 | 268 | −57,53 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 1 317 410 | −1,08 | 34 911 | −6,25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 105 105 | −1,65 | 2 939 | 0,65 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 2 380 | −81,89 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 118 105 | −19,55 | 3 130 | −23,76 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 65 950 | −2,13 | 1 748 | −7,27 | ||||
| 2025-07-16 | 13F | Novem Group | 20 362 | −93,17 | 540 | −93,54 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 21 836 | −5,01 | 579 | −9,97 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 179 850 | −3,60 | 4 766 | −8,63 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 18 205 | −59,24 | 482 | −61,38 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 8 775 | −14,00 | 245 | −11,87 | ||||
| 2025-04-23 | 13F | Gerber, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 491 318 | −2,62 | 13 020 | −7,71 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 150 467 | −0,32 | 3 987 | −5,52 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 398 002 | −14,48 | 11 | −23,08 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 277 768 | −12,36 | 7 361 | −16,94 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 126 210 | −1,12 | 3 345 | −6,28 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 490 417 | −3,49 | 13 712 | −1,22 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 16 948 | −1,89 | 449 | −7,04 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 210 153 | −2,62 | 5 569 | −7,69 | ||||
| 2025-05-01 | 13F | PYA Waltman Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 54 580 | −10,13 | 1 446 | −14,84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 520 994 | −18,79 | 119 806 | −23,03 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 198 638 | −4,55 | 5 264 | −9,54 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 246 259 | −3,86 | 6 526 | −8,88 | ||||
| 2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 56 270 | −10,69 | 1 491 | −15,33 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 138 377 | −0,84 | 3 667 | −6,02 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 7 771 | −13,94 | 206 | −18,65 | ||||
| 2025-08-13 | 13F | Rench Wealth Management, Inc. | 28 970 | −0,67 | 768 | −5,89 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 71 370 | −6,62 | 1 891 | −11,47 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 332 619 | −34,51 | 8 814 | −37,93 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 16 101 | −16,09 | 427 | −20,52 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 35 752 | −6,61 | 947 | −11,50 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 63 430 | −7,64 | 17 | −15,79 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 908 983 | −1,66 | 24 088 | −6,79 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 521 382 | −2,45 | 13 817 | −7,14 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 7 850 | −11,30 | 208 | −15,79 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 191 575 | −6,89 | 5 356 | −4,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 342 213 | −3,39 | 9 069 | −8,44 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 125 617 | −1,73 | 3 329 | −6,86 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 275 | −6,46 | 7 | −12,50 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 124 812 | −5,81 | 3 308 | −10,74 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 12 960 | −4,52 | 345 | −9,23 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 39 524 | −7,95 | 1 047 | −12,75 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 21 374 | −4,87 | 584 | −7,17 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 33 287 | −0,90 | 931 | 1,42 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 148 647 | −4,31 | 3 939 | −9,30 | ||||
| 2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 16 518 | −0,93 | 438 | −6,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 105 099 | −10,30 | 2 785 | −14,96 | ||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 347 478 | −56,83 | 9 208 | −59,08 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 213 690 | −1,67 | 5 663 | −6,81 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 63 737 | −11,79 | 1 689 | −16,39 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 906 123 | −18,47 | 24 012 | −22,73 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 46 195 | −0,93 | 1 224 | −6,06 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 44 588 | −24,00 | 1 182 | −27,99 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 20 871 | −4,00 | 584 | −1,69 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 22 619 | −16,69 | 600 | −20,95 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 35 022 | −1,58 | 928 | −6,64 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 134 299 | −12,37 | 3 559 | −16,95 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 904 156 | −10,94 | 23 960 | −15,59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 28 227 260 | −3,86 | 748 022 | −8,88 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 94 797 | −62,50 | 2 512 | −64,45 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 124 760 | −5,09 | 3 306 | −9,87 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 319 | −10,31 | 225 | −2,60 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 607 | −0,48 | 122 | −5,43 | ||||
| 2025-05-15 | 13F | Rockport Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 11 200 | −14,24 | 297 | −18,90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 35 841 | −11,39 | 950 | −16,02 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 111 216 | −0,55 | 2 947 | −5,73 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 25 853 | −13,30 | 685 | −17,77 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 13 483 | −35,02 | 0 | |||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 85 554 | −1,83 | 2 267 | −6,94 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 18 981 | −51,01 | 503 | −53,55 |
