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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 165 182 | −1,86 | 4 979 | 7,28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 14 559 | −17,67 | 439 | −10,06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 225 814 | −0,61 | 6 806 | 8,67 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 13 739 | −1,78 | 414 | 7,53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 972 | −7,32 | 331 | 1,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 391 | −29,24 | 162 | −27,03 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 50 199 | −7,34 | 1 513 | 1,27 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 24 165 | −0,19 | 728 | 9,15 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19 515 | −10,79 | 588 | −2,65 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 79 680 | −0,46 | 2 402 | 8,84 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 14 728 | −3,28 | 406 | 0,25 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 27 917 | −2,23 | 841 | 6,86 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 3 878 | −0,26 | 117 | 8,41 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 8 322 | −3,48 | 251 | 5,49 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 15 370 | −1,02 | 463 | 8,18 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 77 522 | −3,15 | 2 337 | 5,89 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 379 446 | −2,63 | 11 425 | 108,79 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22 937 | −20,64 | 691 | −13,19 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7 779 | −0,78 | 234 | 8,33 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 29 392 | −0,48 | 886 | 8,72 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 261 | −5,74 | 219 | 2,83 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 37 541 | −3,18 | 1 131 | 5,90 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 44 152 | −0,66 | 1 331 | 8,57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 276 317 | −0,06 | 68 608 | 9,26 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 21 202 | −2,77 | 639 | 6,32 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 101 543 | −8,31 | 3 061 | 0,23 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 465 078 | −5,18 | 14 017 | 3,66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 166 552 | −2,95 | 5 020 | 6,09 | ||||
| 2025-07-31 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 16 512 | −1,56 | 498 | 7,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 526 618 | −2,75 | 588 532 | 6,32 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 11 030 | −3,05 | 332 | 6,07 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20 325 | −1,19 | 613 | 7,94 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 23 896 | −0,15 | 720 | 9,26 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 610 498 | −0,24 | 18 400 | 9,06 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 17 292 | −3,63 | 521 | 5,47 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 226 464 | −3,52 | 6 826 | 5,47 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 36 469 | −3,12 | 1 099 | 5,98 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 447 | −19,29 | 164 | −11,83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 018 940 | −7,06 | 30 711 | 1,60 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 3 410 752 | −5,72 | 102 800 | 3,07 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 463 | −62,27 | 14 | −60,61 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 11 397 | −11,09 | 344 | −2,83 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 14 | −6,67 | 0 | |||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund 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 | 1 782 376 | −1,54 | 53 721 | 7,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 614 | −23,83 | 49 | −17,24 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 9 395 | −1,74 | 283 | 7,60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49 420 | −2,09 | 1 490 | 7,05 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 32 520 | −7,23 | 980 | 1,45 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 7 592 | −9,66 | 229 | −1,30 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 15 971 | −2,23 | 481 | 6,89 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 90 362 | −0,84 | 2 724 | 8,40 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 482 | −9,56 | 256 | −1,16 | ||||
| 2025-05-15 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 726 | −2,66 | 444 | 6,24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 143 | −4,36 | 125 | 4,20 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 761 | −35,62 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 202 696 | −2,20 | 6 109 | 6,91 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 25 635 | −3,29 | 773 | 5,75 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 32 126 | −0,49 | 968 | 8,76 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 48 247 | −1,53 | 1 454 | 7,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33 644 | −3,11 | 1 014 | 5,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 141 297 | −1,34 | 4 259 | 7,93 | ||||
| 2025-08-25 | NP | SWYMX - Schwab Target 2050 Index Fund 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 | 2 324 427 | −0,33 | 70 058 | 8,96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 526 | −17,89 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 153 | −54,87 | 5 | −55,56 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 31 496 | −2,43 | 949 | 6,75 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 11 848 | −1,02 | 357 | 8,18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152 783 | −2,46 | 4 605 | 6,62 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 37 169 | −2,14 | 1 120 | 6,97 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 262 346 | −6,58 | 7 907 | 2,13 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 17 074 | −3,60 | 515 | 9,36 | ||||
| 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 | 55 941 | −7,64 | 1 686 | 1,02 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 77 474 | −13,86 | 2 335 | −5,81 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 40 489 | −14,75 | 1 220 | −6,80 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 132 759 | −0,01 | 4 001 | 9,32 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 15 603 | −10,25 | 470 | −1,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 44 607 | −3,02 | 1 344 | 5,91 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 57 177 | −3,88 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 30 626 | −4,73 | 923 | 4,18 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 161 053 | −0,50 | 4 854 | 8,79 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7 414 | −4,14 | 223 | 4,69 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 29 483 | −0,03 | 889 | 9,23 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 12 428 | −34,43 | 375 | −28,35 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 22 937 | −20,64 | 691 | −13,19 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 54 586 | −0,99 | 1 651 | 8,69 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 9 377 | −1,98 | 283 | 7,22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 39 195 | −0,40 | 1 181 | 8,95 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 277 822 | −1,15 | 7 660 | 2,34 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 41 232 | −7,16 | 1 243 | 1,47 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10 985 | −34,71 | 331 | −28,51 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16 556 | −36,81 | 499 | −31,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 571 | −20,36 | 17 | −10,53 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 13 954 | −0,84 | 421 | 8,53 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 41 766 | −0,01 | 1 259 | 9,30 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 7 155 | −0,49 | 218 | 5,85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 245 601 | −0,78 | 7 402 | 8,26 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 14 644 | −3,26 | 441 | 5,76 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund 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 | 899 161 | −2,23 | 27 101 | 6,89 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 12 164 | −22,24 | 367 | −15,08 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19 939 | −0,32 | 601 | 8,89 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 215 636 | −1,09 | 6 523 | 16,97 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 149 | −0,62 | 607 | 8,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 424 | −3,51 | 314 | 5,72 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 349 | −0,89 | 101 | 8,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51 487 | −19,41 | 1 552 | −11,93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 818 | −9,83 | 296 | −1,67 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 292 | −27,04 | 431 | −20,37 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 732 846 | −0,82 | 13 388 | −34,28 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 9 296 | −3,60 | 280 | 5,66 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 9 259 | −32,70 | 279 | −26,39 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 199 511 | −2,42 | 6 013 | 6,67 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 28 747 | −95,97 | 866 | −95,59 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 196 633 | −3,98 | 5 927 | 4,98 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 86 748 | −2,92 | 2 615 | 6,13 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 272 280 | −0,91 | 8 207 | 8,33 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 15 234 | −6,30 | 420 | −2,78 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 40 069 | −2,18 | 1 208 | 6,91 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 1 996 502 | −5,92 | 60 175 | 2,85 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8 734 | −5,31 | 263 | 3,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 136 | −0,10 | 245 | 9,38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 700 | −3,31 | 353 | 5,71 | |||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31 060 | −0,27 | 936 | 9,09 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 453 615 | −1,14 | 13 672 | 8,07 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 178 588 | −1,81 | 5 383 | 7,34 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 28 190 | −2,52 | 850 | 6,52 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18 174 | −0,16 | 548 | 9,18 | ||||
| 2025-06-24 | NP | SWMIX - Laudus International MarketMasters Fund Select Shares | 777 230 | −16,18 | 21 475 | −14,10 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 148 819 | −3,40 | 4 485 | 5,60 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 54 029 | −7,06 | 1 628 | 1,56 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15 056 | −10,77 | 454 | −2,58 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 151 391 | −41,69 | 4 563 | −36,26 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 39 145 | −8,54 | 1 180 | 3,51 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 251 250 | −46,34 | 6 927 | −44,45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 20 254 | −4,70 | 610 | 4,27 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12 424 | −2,05 | 374 | 7,16 | ||||
| 2025-08-04 | 13F | Putney Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 56 295 | −14,39 | 1 697 | −6,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 628 282 | −6,44 | 49 076 | 2,28 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 838 237 | −4,08 | 25 266 | 4,87 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 14 873 | −0,76 | 448 | 8,47 | ||||
| 2025-05-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 36 251 | −1,88 | 1 093 | 7,27 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 98 540 | −4,01 | 2 970 | 4,91 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 378 | −14,78 | 403 | −6,71 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 409 084 | −4,64 | 12 330 | 4,24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 34 258 | −1,65 | 1 033 | 7,50 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 444 | −33,33 | 13 | −27,78 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 29 695 | −15,73 | 895 | −7,93 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13 860 | −2,21 | 418 | 6,92 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 010 | −49,16 | 211 | −43,13 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 44 301 | −1,60 | 1 335 | 7,57 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 8 200 | −1,78 | 247 | 7,39 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28 639 | −6,82 | 863 | 1,89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 256 257 | −2,65 | 68 748 | 7,59 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 86 850 | −2,20 | 2 618 | 6,90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35 285 | −1,51 | 1 063 | 7,70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 307 | −4,25 | 39 | 5,41 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 336 801 | −1,47 | 10 151 | 7,73 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 483 | −2,03 | 15 | 7,69 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 15 869 | −4,40 | 478 | 4,60 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 19 035 | −3,49 | 1 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12 655 | −2,32 | 381 | 6,72 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 324 | −89,69 | 10 | −89,53 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95 212 | −1,67 | 2 870 | 7,49 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 33 357 | −0,24 | 1 005 | 9,12 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 521 628 | −2,15 | 15 722 | 6,97 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 37 782 | −0,96 | 1 139 | 8,28 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 63 099 | −34,62 | 1 902 | −28,53 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 98 063 | −2,55 | 2 956 | 6,52 | ||||
| 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 | 185 696 | −6,20 | 5 597 | 2,55 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 35 804 | −10,13 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 119 322 | −0,04 | 3 596 | 9,27 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 16 146 | −0,24 | 487 | 8,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 399 | −2,39 | 555 | 6,74 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 3 | −99,99 | 1 230 | −10,68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22 180 | −0,44 | 669 | 8,79 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 11 640 | −0,64 | 351 | 8,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17 603 682 | −3,04 | 530 575 | 6,00 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 40 835 | −38,11 | 1 231 | −32,38 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 25 529 | −3,19 | 784 | 7,84 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32 447 | −33,19 | 978 | −26,98 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 317 | −45,16 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1 407 161 | −0,21 | 42 412 | 9,08 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 879 | −96,55 | 388 | −96,23 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 16 227 | −1,28 | 489 | 7,95 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 105 162 | −0,37 | 3 170 | 8,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 752 | −0,01 | 204 | 9,14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 20 182 | −3,41 | 608 | 5,56 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 154 355 | −18,13 | 4 652 | −10,49 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 19 816 | −1,58 | 597 | 7,57 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 82 254 | −1,58 | 2 479 | 7,60 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 47 030 | −0,88 | 1 417 | 8,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 148 | −23,09 | 65 | −16,88 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 179 966 | −1,37 | 5 424 | 7,83 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 918 885 | −1,34 | 27 695 | 7,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 325 780 | −1,04 | 39 959 | 8,19 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 16 208 | −10,07 | 488 | −1,61 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 712 | −3,73 | 263 | 5,22 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 35 526 | −15,57 | 1 071 | −7,76 | ||||
| 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 | 310 116 | −5,52 | 9 347 | 3,28 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 807 | −0,78 | 85 | 9,09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36 556 | −1,68 | 1 102 | 7,41 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 99 457 | −2,23 | 2 998 | 6,88 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10 551 | −1,70 | 318 | 7,46 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 9 206 | −28,87 | 277 | −22,19 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 46 429 | −14,76 | 1 399 | −6,80 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 75 247 | −10,51 | 2 268 | −2,20 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 9 775 | −13,09 | 295 | −5,16 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 12 297 | −1,33 | 371 | 7,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 395 | −8,55 | 193 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12 788 | −12,22 | 385 | 8,45 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 142 239 | −4,52 | 4 287 | 4,38 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 147 | −52,06 | 276 | −47,72 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 321 806 | −2,02 | 9 699 | 7,11 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8 230 | −12,56 | 227 | −9,60 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 299 987 | −0,60 | 9 042 | 8,67 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 28 254 | −16,93 | 852 | −9,18 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 9 644 | −55,04 | 291 | −50,93 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 302 081 | −6,82 | 9 105 | 1,87 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 8 548 | −8,65 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 149 | −0,26 | 698 | 9,08 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 628 | −0,63 | 19 | 5,88 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 4 702 | −4,08 | 142 | 8,46 | ||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 83 198 | −3,33 | 2 583 | 9,40 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 272 974 | −7,84 | 8 227 | 0,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 430 | −2,49 | 134 | 6,40 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 131 519 | −9,42 | 3 964 | −1,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 27 138 | −51,41 | 1 | −100,00 | ||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16 665 | −0,94 | 502 | 8,42 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 85 432 | −1,58 | 2 575 | 7,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 91 130 | −5,14 | 2 747 | 3,70 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 67 673 | −6,79 | 2 040 | 1,90 | ||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 100 587 | −0,41 | 3 032 | 8,87 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93 689 | −14,46 | 3 | −33,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 002 | −70,58 | 60 | −66,85 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 15 237 | −79,84 | 459 | −77,96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 236 490 | −0,74 | 7 128 | 8,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 439 210 | −11,24 | 13 238 | −2,98 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 112 811 | −10,58 | 3 400 | −2,24 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 521 628 | −2,15 | 15 722 | 6,97 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 232 | −41,56 | 67 | −36,19 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 82 701 | −0,84 | 2 493 | 8,39 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 18 436 | −1,96 | 556 | 7,14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29 869 | −0,66 | 935 | 10,65 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 20 608 | −20,75 | 1 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 58 598 | −21,66 | 1 766 | −14,35 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 61 212 | −11,20 | 1 845 | −2,95 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 11 490 | −2,30 | 346 | 6,79 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 9 329 | −3,19 | 281 | 6,04 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 16 000 | −12,57 | 482 | −4,37 | |||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 287 840 | −4,71 | 8 675 | 4,17 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 8 248 | −9,84 | 249 | −1,59 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 26 227 | −0,08 | 790 | 9,27 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 8 848 | −22,23 | 275 | −12,14 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 31 611 | −4,14 | 953 | 4,73 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13 148 | −12,27 | 396 | −4,12 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 28 586 | −1,21 | 862 | 8,03 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 22 278 | −36,47 | 671 | −30,54 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 23 118 | −30,30 | 697 | −23,85 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 11 910 | −14,42 | 359 | −6,53 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 073 | −5,79 | 304 | 3,06 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 151 485 | −1,53 | 4 566 | 7,64 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 531 665 | −2,19 | 16 026 | 6,92 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 14 556 | −1,12 | 439 | 7,88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Integrity Financial Corp /WA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 71 950 | −1,54 | 2 169 | 7,65 | ||||
| 2025-08-14 | 13F | State Street Corp | 8 548 | −8,65 | 258 | 0,00 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 49 907 | −5,46 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 445 757 | −5,69 | 103 855 | 3,10 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 156 127 | −2,21 | 4 706 | 6,91 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 117 451 | −4,34 | 3 540 | 4,58 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 9 655 | −6,60 | 291 | 2,46 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 10 595 | −1,89 | 319 | 7,41 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 129 259 | −2,35 | 3 896 | 4,82 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19 846 | −3,65 | 598 | 5,47 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 11 760 | −5,24 | 354 | 3,51 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 289 932 | −2,23 | 8 739 | 6,89 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 48 916 | −39,84 | 1 474 | −34,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 290 844 | −8,67 | 8 766 | −0,15 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 860 | −64,83 | 26 | −62,69 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 335 | −0,88 | 794 | 8,04 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 44 852 | −2,41 | 1 352 | 6,63 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 42 305 | −7,62 | 1 275 | 1,03 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 7 236 | −20,88 | 218 | −13,49 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 045 319 | −0,55 | 31 506 | 8,72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 100 651 | −4,22 | 3 034 | 4,69 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177 368 | −10,56 | 5 346 | −2,23 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 94 173 | −3,88 | 3 | 0,00 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 155 361 | −24,85 | 4 683 | −22,38 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12 258 | −1,91 | 369 | 7,27 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16 681 | −67,27 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 366 | −0,57 | 2 030 | 8,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 71 608 | −64,20 | 2 158 | −60,87 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 126 424 | −0,62 | 3 810 | 8,64 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12 933 | −1,79 | 390 | 7,16 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 14 844 | −1,94 | 447 | 7,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25 413 | −11,25 | 766 | −3,04 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 5 | −98,56 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 79 113 | −57,58 | 2 384 | −53,63 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund 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 | 1 431 471 | −0,91 | 43 145 | 8,32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 795 | −5,56 | 205 | 3,03 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 336 523 | −0,63 | 10 143 | 8,63 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 114 430 | −0,81 | 3 449 | 8,43 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 091 | −54,20 | 33 | −50,77 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 19 264 | −0,88 | 581 | 8,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 013 | −3,15 | 452 | 5,85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 51 510 | −2,78 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17 297 | −0,10 | 521 | 9,22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 339 932 | −1,57 | 10 246 | 7,60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 913 | −12,17 | 0 | |||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund 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 | 1 135 771 | −0,89 | 34 232 | 8,35 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 16 665 | −4,42 | 502 | 4,58 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 31 422 | −10,38 | 947 | −1,97 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 18 297 | −3,66 | 551 | 5,35 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 26 006 | −10,72 | 784 | −2,49 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 447 | −48,47 | 315 | −43,73 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 348 518 | −48,92 | 10 504 | −44,16 | ||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 500 | −18,60 | 105 | −11,02 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 6 864 | −9,97 | 207 | −1,90 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 12 133 | −3,73 | 366 | 5,19 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 38 108 | −1,17 | 1 149 | 8,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 8 430 | −0,89 | 254 | 8,55 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 16 681 | −8,98 | 503 | −0,59 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 97 407 | −2,77 | 2 936 | 6,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 108 939 | −2,93 | 3 283 | 5,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 010 | −40,50 | 302 | −34,99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 250 922 | −20,41 | 7 563 | −13,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 894 | −28,50 | 208 | −21,89 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 15 617 | −20,60 | 471 | −13,28 |
