Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elm Partners Management LLC | 345 732 | −28,06 | 7 316 | −29,23 | ||||
| 2025-05-05 | 13F | Blue Bell Private Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 41 674 | −0,88 | 876 | −3,10 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 22 946 | −4,73 | 486 | −6,37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 353 | −21,50 | 600 | −22,81 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90 368 | −1,07 | 1 912 | −2,65 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 12 401 | −40,74 | 262 | −41,78 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 23 974 | −4,44 | 507 | −5,94 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 21 000 | −0,63 | 444 | −2,20 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 433 000 | −2,00 | 9 162 | −3,59 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1 046 400 | −0,01 | 22 142 | −1,63 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 948 | −1,86 | 359 | −3,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 348 237 | −0,09 | 7 369 | −1,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 788 285 | −3,97 | 16 680 | −5,53 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 7 959 | −1,95 | 169 | −3,45 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29 001 | −10,72 | 614 | −12,18 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 122 184 | −7,25 | 2 585 | −8,75 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares | 1 725 311 | −3,62 | 36 283 | −4,49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 194 373 | −70,07 | 4 113 | −70,56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 230 | −54,18 | 5 | −60,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47 265 | −0,75 | 992 | 78,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 38 714 | −31,04 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 | −13,33 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 140 348 | −0,81 | 2 970 | −2,43 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 344 | −5,36 | 367 | −7,11 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 640 | −6,34 | 267 | −7,93 | ||||
| 2025-05-16 | 13F | Peloton Wealth Strategists | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 60 031 | −6,95 | 1 270 | −8,44 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 14 570 | −10,62 | 308 | −12,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13 492 | −6,55 | 285 | −8,06 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 583 | −14,24 | 76 | −15,73 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 836 067 | −0,65 | 18 | −5,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 69 | −87,94 | 1 | −91,67 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 23 346 | −0,10 | 494 | −1,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93 095 | −3,61 | 1 970 | −5,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 412 061 | −0,30 | 8 719 | −1,92 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 106 765 | −0,51 | 2 259 | −2,12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 483 | −1,17 | 751 | −2,85 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 98 645 | −4,52 | 2 087 | −6,08 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 118 138 | −4,95 | 2 500 | −6,51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 384 | −0,73 | 199 | −2,46 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 26 194 | −3,26 | 554 | −4,81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 16 288 | −0,01 | 345 | −1,71 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33 094 | −0,36 | 700 | −1,96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 59 960 | −3,18 | 1 269 | −4,80 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 130 694 | −14,95 | 2 766 | −16,34 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 229 | −81,37 | 5 | −84,62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 584 | −2,36 | 309 | −4,05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 528 | −20,24 | 11 | −21,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 745 | −7,36 | 1 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 85 667 | −19,69 | 1 813 | −21,01 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 67 289 | −0,70 | 1 424 | −2,33 | ||||
| 2025-05-08 | 13F | Momentous Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 27 199 | −8,85 | 576 | −10,30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 93 169 | −1,98 | 1 971 | −3,57 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 258 | −1,70 | 302 | −3,22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1 550 514 | −12,53 | 32 809 | −13,96 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 81 259 | −1,36 | 1 719 | −2,99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 196 513 | −1,35 | 25 318 | −2,96 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 284 131 | −7,41 | 5 975 | −8,23 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | NWK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 010 | −16,43 | 212 | −6,64 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 520 883 | −2,94 | 11 022 | −4,52 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 872 | −1,93 | 357 | −3,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11 907 | −7,35 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8 467 | −22,24 | 179 | −23,50 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54 918 | −56,76 | 1 161 | −57,50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 97 526 | −59,19 | 2 064 | −59,86 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 24 124 | −34,50 | 510 | −35,61 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 42 110 | −5,14 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 660 | −24,91 | 14 | −27,78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 11 563 | −4,04 | 245 | −5,79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 21 407 | −40,91 | 453 | −41,98 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 333 901 | −6,09 | 7 065 | −7,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 17 007 | −29,60 | 360 | −30,83 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21 855 | −0,12 | 462 | −1,70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85 372 | −0,05 | 1 806 | −1,69 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Yoffe Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 464 | −69,05 | 10 | −70,97 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 9 222 | −14,08 | 195 | −15,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 942 | −8,97 | 189 | −10,43 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 22 716 | −3,41 | 481 | −4,95 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 70 630 | −5,11 | 1 495 | −6,68 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 14 354 | −0,15 | 304 | −1,94 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15 696 | −2,68 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 757 | −82,83 | 16 | −82,98 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 421 | −7,06 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 22 634 627 | −3,27 | 478 949 | −4,84 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 805 | −80,17 | 38 | −80,51 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 333 356 | −70,40 | 7 054 | −70,88 | ||||
| 2025-04-15 | 13F | Mv Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 279 776 | −2,15 | 5 920 | −3,74 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 51 759 | −0,69 | 1 | 0,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 671 | −39,17 | 141 | −40,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 94 | −63,85 | 2 | −80,00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 18 558 | −3,74 | 393 | −5,31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 11 244 | −10,00 | 238 | −11,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 304 | −18,90 | 91 | −20,18 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 198 979 | −3,29 | 4 210 | −4,86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 423 | −0,14 | 30 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 26 983 | −1,73 | 571 | −3,39 | ||||
| 2025-06-24 | NP | SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares | 177 522 | −3,98 | 3 733 | −4,84 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76 436 | −0,42 | 1 617 | −2,00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 28 221 | −11,28 | 597 | −12,72 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 49 332 | −1,00 | 1 044 | −2,61 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51 450 | −8,01 | 1 120 | −5,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 621 005 | −2,66 | 34 288 | −4,28 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 35 957 | −1,58 | 761 | −3,18 | ||||
| 2025-05-15 | 13F | Becker Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 17 346 | −1,11 | 367 | −2,65 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 32 330 | −5,39 | 684 | −6,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33 164 | −4,87 | 702 | −6,41 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 105 540 | −0,20 | 2 233 | −1,85 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 85 772 | −3,72 | 1 815 | −5,32 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 81 784 | −31,59 | 1 731 | −32,71 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 18 538 | −4,55 | 392 | −6,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 33 678 | −5,71 | 713 | −7,29 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 715 | −0,37 | 1 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1 735 734 | −9,64 | 36 502 | −10,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 11 457 | −38,81 | 242 | −39,80 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 481 | −53,18 | 52 | −53,98 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 149 694 | −1,07 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 360 476 | −1,94 | 7 628 | −3,54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 183 863 | −15,34 | 3 891 | −16,72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 18 990 | −0,45 | 402 | −2,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68 769 | −38,78 | 1 455 | −39,78 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 217 758 | −3,26 | 4 608 | −4,83 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31 150 | −11,61 | 659 | −13,06 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 202 | −76,51 | 4 | −77,78 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 17 811 | −0,28 | 377 | −2,08 | ||||
| 2025-06-24 | NP | SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares | 788 902 | −5,29 | 16 591 | −6,14 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 649 | −26,12 | 204 | −27,14 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6 346 | −0,77 | 134 | −2,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 118 | −1,69 | 1 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 34 318 | −0,67 | 726 | −1,36 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | −93,83 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 14 499 | −2,87 | 307 | −4,67 | ||||
| 2025-06-24 | NP | SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares | 2 138 775 | −2,98 | 44 978 | −3,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16 932 | −1,62 | 358 | −3,24 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73 253 | −3,21 | 1 550 | −4,73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39 399 | −66,36 | 834 | −66,93 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 296 | −2,33 | 239 | −3,63 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19 819 | −3,05 | 419 | −4,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 181 777 | −2,90 | 3 846 | −4,47 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 17 084 | −1,96 | 361 | −3,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20 231 | −53,87 | 428 | −54,61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 22 728 | −1,58 | 481 | −3,23 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 11 083 | −0,85 | 235 | −2,50 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 25 116 | −1,06 | 531 | −2,75 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 12 396 | −20,08 | 262 | −21,32 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10 289 | −5,26 | 218 | −6,87 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 14 950 | −25,44 | 315 | −26,12 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 943 | −14,84 | 62 | −16,22 | ||||
| 2025-07-16 | 13F | State of Alaska, Department of Revenue | 75 967 | −6,08 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 454 | −41,92 | 73 | −41,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 111 594 | −23,04 | 2 361 | −24,28 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 64 626 | −4,00 | 1 367 | −5,59 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis | 23 131 | −5,44 | 483 | −8,02 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3 530 | −2,75 | 75 | −5,13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 14 | −97,94 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 49 519 | −53,38 | 1 048 | −54,16 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 136 890 | −8,27 | 2 897 | −9,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 925 | −27,26 | 549 | −25,64 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 588 659 | −2,18 | 12 456 | −3,77 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 170 157 | −0,87 | 3 601 | −2,49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 944 | −10,99 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 45 236 | −0,42 | 957 | −2,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 494 | −4,40 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20 427 | −0,40 | 432 | −2,04 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 448 447 | −2,69 | 9 494 | −0,39 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 35 803 | −3,78 | 758 | −5,37 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 10 244 | −23,85 | 217 | −25,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 92 612 | −2,77 | 1 960 | −4,35 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27 429 | −0,18 | 580 | −1,86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 65 592 | −15,64 | 1 388 | −17,05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 650 816 | −2,57 | 56 091 | −4,15 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Galvin, Gaustad & Stein, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 240 | −26,38 | 5 | −28,57 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 17 629 | −6,24 | 373 | −7,67 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 97 | −4,90 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 324 547 | −8,94 | 6 929 | −9,61 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7 234 | −47,02 | 153 | −47,78 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 24 465 | −6,04 | 518 | −7,68 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 63 821 | −0,50 | 1 350 | −2,10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 88 535 | −0,01 | 1 873 | −1,63 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 503 | −45,10 | 709 | −46,08 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19 260 | −4,04 | 408 | −5,57 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 578 | −0,52 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 177 149 | −31,67 | 3 748 | −32,78 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32 829 | −15,49 | 695 | −16,89 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43 047 | −0,60 | 911 | −2,26 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19 269 | −51,21 | 408 | −52,06 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 |
