Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 34 | −99,70 | 1 | −100,00 | ||||
| 2025-05-15 | 13F | FinDec Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Slow Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 311 541 | −1,36 | 8 739 | 5,61 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 99 869 | −17,67 | 2 801 | −11,86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 389 788 | −38,58 | 10 934 | −34,24 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 623 877 | −1,02 | 17 500 | 5,97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10 073 | −0,29 | 283 | 6,82 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 191 307 | −15,39 | 5 366 | −9,42 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 89 944 | −0,50 | 2 523 | 6,50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | −46,73 | 10 | −47,06 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 927 | −27,88 | 389 | −22,97 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 9 810 | −9,83 | 275 | −3,51 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 499 240 | −0,06 | 14 004 | 7,00 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 8 424 | −2,55 | 236 | 4,42 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 46 211 | −79,66 | 1 296 | −78,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 991 592 | −17,55 | 55 864 | −11,73 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 18 471 | −0,30 | 518 | 6,80 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40 017 | −1,39 | 1 122 | 5,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 077 | −1,95 | 563 | 5,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 29 026 | −70,02 | 814 | −67,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383 617 | −44,97 | 11 | −44,44 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 70 872 | −1,39 | 1 988 | 5,52 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 18 521 | −1,04 | 1 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 25 319 | −0,70 | 710 | 6,29 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 14 546 | −11,55 | 408 | −5,12 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 921 | −4,62 | 54 | 1,92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275 138 | −3,74 | 7 718 | 3,06 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 26 635 | −4,08 | 747 | 2,75 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 46 295 | −4,05 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 31 490 | −7,54 | 883 | −0,34 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 208 455 | −16,61 | 6 | −16,67 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 129 991 | −11,63 | 3 646 | −5,37 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 738 | −16,33 | 21 | −13,04 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 32 831 | −4,56 | 921 | 2,11 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 43 278 | −1,77 | 1 214 | 5,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 084 | −5,62 | 2 751 | 1,07 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 82 003 | −7,37 | 2 300 | −0,82 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 84 584 | −3,02 | 2 455 | 7,91 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 12 706 | −6,61 | 356 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 393 765 | −3,95 | 11 045 | 2,84 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82 377 | −2,72 | 2 311 | 4,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 197 497 | −10,39 | 61 640 | −4,07 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 3 948 | −1,30 | 111 | 5,77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 94 182 | −1,51 | 2 642 | 5,43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 94 923 | −17,58 | 2 663 | −11,77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 458 | −4,46 | 209 | 2,45 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 38 479 | −19,19 | 1 079 | −13,47 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 143 819 | −1,21 | 4 034 | 5,77 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 55 658 | −15,60 | 1 561 | −9,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 437 | −13,71 | 321 | −7,78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90 254 | −6,00 | 2 532 | 0,64 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 89 537 | −1,89 | 2 512 | 12,96 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 158 593 | −1,51 | 4 449 | 5,43 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 34 154 | −4,28 | 958 | 2,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 562 | −33,29 | 268 | −28,53 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 345 072 | −0,15 | 9 679 | 6,90 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 20 571 | −3,92 | 577 | 3,04 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28 631 | −1,72 | 803 | 5,24 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60 276 | −4,10 | 1 691 | 2,67 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 104 038 | −2,20 | 2 918 | 4,70 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 34 389 | −8,01 | 965 | −1,53 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 7 340 | −8,40 | 206 | −1,91 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 026 491 | −5,30 | 28 793 | 1,38 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 60 846 | −1,12 | 1 707 | 5,83 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 46 161 | −1,29 | 1 295 | 5,63 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28 149 | −4,06 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 24 340 | −1,02 | 683 | 5,90 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 558 | −5,19 | 661 | 1,38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14 681 | −3,50 | 412 | 3,27 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 46 099 | −3,01 | 1 293 | 3,86 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 149 437 | −7,71 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 17 920 | −1,67 | 503 | 5,24 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 136 461 | −0,98 | 3 900 | 8,03 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 193 220 | −2,66 | 5 420 | 4,21 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 148 703 | −6,53 | 4 171 | 104 175,00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 117 566 | −0,49 | 3 298 | 6,53 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 24 648 | −8,53 | 691 | −2,12 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 111 569 | −2,15 | 3 130 | 4,75 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 410 | −81,03 | 40 | −79,90 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 6 181 | −18,93 | 158 | −74,64 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 13 694 | −1,06 | 384 | 6,08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vestment Financial LLC | 21 519 | −3,04 | 612 | 4,44 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 15 213 | −1,43 | 427 | 5,45 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 65 776 | −2,26 | 1 845 | 4,65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 68 729 | −0,25 | 1 928 | 6,76 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 126 749 | −0,33 | 3 555 | 6,72 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 183 852 | −1,42 | 5 157 | 8,71 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 57 427 | −7,52 | 1 611 | −0,98 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 67 445 | −72,82 | 1 947 | −70,06 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 57 929 | −0,43 | 1 625 | 6,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 16 052 | −9,61 | 450 | −3,23 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 57 349 | −0,12 | 1 609 | 6,91 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 188 453 | −1,31 | 5 286 | 5,78 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 70 447 | −0,94 | 1 976 | 6,07 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 902 | −21,51 | 642 | −15,97 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 31 715 | −2,53 | 890 | 4,34 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 40 592 | −0,34 | 1 139 | 6,65 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 91 340 | −13,70 | 2 562 | −7,61 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15 702 | −68,40 | 440 | −66,21 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 47 547 | −3,58 | 1 334 | 3,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 263 | −70,66 | 63 | −68,81 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 100 136 | −1,22 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 27 710 | −14,96 | 777 | −8,91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 276 453 | −3,60 | 7 755 | 3,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 782 977 | −5,82 | 21 962 | 0,83 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 10 143 | −7,62 | 285 | −1,05 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 153 828 | −13,65 | 4 315 | −7,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 946 333 | −81,62 | 26 545 | −80,32 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 53 464 | −2,81 | 1 500 | 4,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 295 | −28,31 | 1 747 | −27,42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26 940 | −78,52 | 756 | −77,02 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 153 340 | −33,73 | 4 301 | −29,05 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 49 496 | −51,61 | 1 388 | −48,21 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21 825 | −4,43 | 1 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 702 | −2,08 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 54 659 | −0,46 | 1 559 | 18,03 | ||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 803 | −50,67 | 1 004 | −47,19 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 35 007 | −0,36 | 982 | 6,63 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 293 304 | −39,29 | 8 227 | −35,01 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 160 526 | −15,52 | 4 503 | −9,56 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 342 440 | −13,10 | 9 605 | −6,96 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 819 | −37,83 | 360 | −33,52 | ||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 486 504 | −2,43 | 13 646 | 4,45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 14 213 | −2,72 | 399 | 4,19 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15 862 | −0,26 | 445 | 6,73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 74 987 | −2,71 | 2 103 | 4,16 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 65 091 | −0,10 | 1 826 | 6,91 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 543 478 | −2,29 | 15 245 | 4,61 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 78 409 | −10,83 | 2 199 | −4,52 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 60 362 | −2,35 | 1 693 | 4,57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 355 046 | −17,15 | 9 959 | −11,29 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 350 577 | −0,77 | 9 834 | 6,23 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28 007 | −0,72 | 786 | 6,22 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 591 | −26,14 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 36 230 | −1,28 | 1 016 | 5,72 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 138 064 | −2,68 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 200 | −79,78 | 258 | −78,36 | |||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39 235 | −6,27 | 1 101 | 0,46 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 25 200 | −1,00 | 707 | 6,01 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 12 077 | −10,09 | 346 | 5,81 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 96 648 | −4,86 | 2 711 | 1,84 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23 687 | −1,00 | 664 | 6,07 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 91 242 | −3,42 | 2 559 | 3,39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 54 230 | −3,04 | 1 521 | 3,82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 325 797 | −2,31 | 9 139 | 7,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 492 | −4,95 | 0 | |||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14 759 | −0,69 | 414 | 6,43 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 160 615 | −0,81 | 4 505 | 6,20 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 289 | −6,18 | 457 | 0,44 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 271 | −3,27 | 765 | 3,52 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 831 548 | −7,65 | 23 325 | −1,14 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31 899 | −5,46 | 1 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 710 | −3,30 | 272 | 3,42 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 25 696 | −3,51 | 721 | 2,86 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 36 567 | −0,55 | 1 026 | 6,44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 216 | −56,10 | 6 | −50,00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 129 739 | −2,29 | 3 639 | 4,63 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 83 791 | −55,17 | 2 350 | −52,01 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 797 612 | −1,79 | 166 449 | 7,62 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 225 594 | −1,71 | 6 328 | 5,22 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 32 407 | −0,18 | 909 | 6,94 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 397 225 | −7,60 | 11 142 | −1,07 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 813 315 | −3,89 | 50 863 | 2,90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 886 | −73,82 | 726 | −72,83 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 218 058 | −0,35 | 6 117 | 6,68 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21 727 | −0,61 | 609 | 6,47 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 12 081 | −3,32 | 339 | 3,36 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 26 817 | −0,50 | 752 | 6,52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 60 961 | −22,74 | 1 710 | −17,32 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 449 | −87,37 | 349 | −86,48 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 147 175 | −3,64 | 4 245 | 8,38 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 39 240 | −0,03 | 1 101 | 7,00 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 76 395 | −16,49 | 2 143 | −10,60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 792 760 | −5,78 | 22 237 | 0,87 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 493 789 | −4,67 | 13 851 | 2,06 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 88 039 | −2,40 | 2 470 | 4,49 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 20 819 | −2,92 | 584 | 3,92 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 064 | −14,07 | 226 | −7,76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29 089 | −8,16 | 823 | −0,72 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 101 844 | −0,76 | 2 857 | 6,25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 10 248 | −2,85 | 287 | 3,99 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 8 706 | −5,96 | 244 | 0,83 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8 152 | −34,28 | 229 | −29,63 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 52 431 | −1,14 | 1 471 | 5,83 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 995 | −72,59 | 56 | −71,05 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 13 818 | −9,46 | 388 | −3,01 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 155 302 | −5,33 | 4 356 | 1,35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 780 735 | −1,40 | 49 950 | 5,56 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 369 685 | −2,82 | 10 370 | 4,03 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48 452 | −2,57 | 1 359 | 4,38 | ||||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 006 | −37,30 | 225 | −32,93 | ||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9 538 | −0,83 | 268 | 6,37 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 27 034 | −8,65 | 758 | −2,19 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 67 378 | −0,07 | 1 890 | 6,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 902 583 | −13,32 | 25 317 | −7,20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 302 537 | −1,52 | 8 486 | 5,43 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 52 088 | −6,54 | 1 461 | 0,07 | ||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 38 543 | −17,87 | 985 | −74,15 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 90 793 | −11,06 | 2 547 | −4,79 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 28 543 | −39,27 | 801 | −35,01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 43 | −73,12 | 1 | −75,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 57 885 | −0,08 | 1 624 | 6,99 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 164 800 | −1,96 | 4 623 | 4,95 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 361 614 | −0,21 | 10 143 | 6,84 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 19 328 | −16,99 | 542 | −11,15 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 35 007 | −8,39 | 982 | −2,00 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 36 410 | −15,34 | 1 021 | −9,33 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 65 912 | −11,51 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 578 380 | −1,79 | 44 274 | 5,14 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 363 085 | −1,06 | 10 185 | 5,93 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 361 512 | −2,29 | 10 140 | 4,61 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 157 214 | −0,23 | 4 410 | 6,81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44 959 | −0,32 | 1 261 | 6,77 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 261 | −18,69 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 2 135 799 | −2,37 | 59 909 | 4,52 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 17 284 | −4,95 | 485 | 1,68 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 79 624 | −0,26 | 2 233 | 6,79 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 106 296 | −5,39 | 2 785 | −10,57 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 479 644 | −0,60 | 13 454 | 6,42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 177 | −11,88 | 342 | −5,80 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 47 670 | −76,03 | 1 337 | −75,73 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 116 | −0,13 | 312 | 6,87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 28 720 | −0,21 | 806 | 6,76 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 388 095 | −2,26 | 11 | 0,00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13 231 | −12,19 | 371 | −5,84 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 29 317 | −4,49 | 822 | 2,24 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 916 099 | −1,72 | 25 697 | 5,22 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 59 819 | −9,41 | 1 678 | −3,06 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 31 382 | −3,53 | 880 | 3,29 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 35 060 | −0,08 | 983 | 6,96 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 167 791 | −17,56 | 4 707 | −11,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 824 | −5,32 | 1 117 | 1,36 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 35 756 | −2,64 | 1 003 | 4,16 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 950 167 | −1,88 | 26 652 | 5,05 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 54 356 | −4,58 | 1 525 | 2,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 851 | −2,43 | 501 | 4,38 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 71 240 | −4,37 | 1 998 | 2,41 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 206 863 | −1,41 | 5 803 | 5,55 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 15 210 | −0,41 | 427 | 6,50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 79 784 | −22,81 | 2 238 | −17,36 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 266 503 | −6,16 | 7 475 | 0,47 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 15 038 | −70,17 | 422 | −68,11 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 908 580 | −3,08 | 81 586 | 3,77 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 110 106 | −2,50 | 3 088 | 4,39 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 51 265 | −8,28 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 115 204 | −4,89 | 3 231 | 1,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 086 | −44,07 | 255 | −31,72 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24 261 | −9,11 | 636 | −14,07 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 19 476 | −0,83 | 546 | 6,23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 10 261 | −0,53 | 288 | 6,30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 12 000 | −20,00 | 335 | −14,54 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 247 966 | −10,08 | 35 005 | −3,73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 116 949 | −6,43 | 3 280 | 0,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 533 816 | −22,51 | 14 974 | −17,04 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 30 486 | −0,15 | 855 | 7,01 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 139 321 | −0,01 | 3 908 | 7,04 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 97 978 | −16,29 | 2 748 | −10,37 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 58 134 | −2,92 | 1 631 | 3,95 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 4 181 932 | −0,50 | 117 303 | 6,52 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 81 936 | −0,61 | 2 298 | 6,44 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31 137 | −1,04 | 906 | 13,39 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 122 | −68,61 | 31 | −66,67 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 170 354 | −49,42 | 5 | −50,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 369 | −12,56 | 10 | −9,09 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 67 830 | −29,09 | 1 777 | −32,94 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 141 545 | −0,53 | 3 970 | 6,49 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 16 485 | −1,43 | 462 | 5,48 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1 489 605 | −0,81 | 41 783 | 6,19 | ||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 122 133 | −0,80 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 634 298 | −0,88 | 45 842 | 6,12 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 86 135 | −7,58 | 2 416 | −1,02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 111 088 | −0,12 | 3 116 | 6,97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159 478 | −3,81 | 4 473 | 2,99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 569 | −6,17 | 251 | −11,35 | ||||
| 2025-07-21 | 13F | Whelan Financial | 16 748 | −1,94 | 470 | 4,92 | ||||
| 2025-08-14 | 13F | Fmr Llc | 106 392 | −7,56 | 2 984 | −1,03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 371 948 | −4,53 | 10 433 | 2,22 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 408 203 | −9,43 | 39 500 | −3,03 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 18 100 | −23,92 | 508 | −23,07 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 154 | −2,45 | 60 | 5,26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 106 | −0,06 | 227 | 7,08 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10 484 | −0,22 | 294 | 6,91 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 3 500 | −8,50 | 98 | −2,00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 25 750 | −0,52 | 722 | 6,49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 610 602 | −4,70 | 17 127 | 2,03 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 17 565 | −3,17 | 493 | 3,58 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 85 110 | −27,55 | 2 387 | −22,42 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 24 986 | −0,23 | 701 | 6,71 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 355 721 | −7,29 | 9 978 | −0,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 003 923 | −13,09 | 168 410 | −6,95 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 35 265 | −11,43 | 924 | −19,04 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 554 | −91,54 | 212 | −90,98 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 28 712 | −8,83 | 752 | −13,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15 550 | −26,29 | 436 | −21,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 108 431 | −1,01 | 3 041 | 6,00 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 35 096 | −1,06 | 984 | 5,92 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 44 997 | −7,13 | 1 262 | −0,55 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 8 080 | −4,34 | 227 | 2,26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 561 | −62,73 | 436 | −62,32 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 11 737 | −7,34 | 329 | −0,60 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 97 451 | −31,55 | 2 734 | −26,71 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 499 560 | −1,25 | 14 013 | 5,73 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 19 161 | −6,56 | 537 | 0,00 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 26 468 | −0,18 | 742 | 6,92 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 8 426 | −0,87 | 236 | 6,31 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | 205 | −4,21 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 120 519 | −10,53 | 3 381 | −4,22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66 013 | −12,60 | 1 852 | −6,42 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 39 212 | −18,16 | 1 002 | −74,24 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11 523 | −25,19 | 333 | −25,50 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 58 183 | −3,56 | 1 632 | 3,29 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 165 884 | −10,42 | 4 653 | −4,08 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 47 082 | −7,00 | 1 321 | −0,45 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 85 729 | −8,97 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 107 176 | −1,23 | 3 006 | 5,74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 59 266 | −5,95 | 1 662 | 0,73 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 411 685 | −11,35 | 11 548 | −5,10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 49 594 | −15,67 | 1 268 | −73,47 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 128 388 | −2,73 | 3 601 | 4,14 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 33 576 | −0,59 | 942 | 6,45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 362 872 | −5,28 | 10 175 | 1,36 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 31 797 | −28,71 | 892 | −23,72 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 408 221 | −73,55 | 11 451 | −71,69 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 208 079 | −2,45 | 5 837 | 4,44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 46 453 | −16,38 | 1 303 | −10,45 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 58 208 | −12,96 | 1 633 | −6,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 351 018 | −9,29 | 9 848 | −2,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 386 854 | −1,47 | 11 | 0,00 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 101 744 | −6,74 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 625 653 | −0,79 | 17 550 | 6,21 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19 918 | −1,84 | 559 | 5,08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 50 642 | −32,38 | 1 421 | −27,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 50 516 | −12,56 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | −94,05 | 3 | −95,35 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 251 852 | −5,38 | 7 064 | 1,31 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 58 091 | −13,91 | 1 629 | −7,81 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 108 142 | −1,17 | 3 033 | 5,83 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 60 | −97,80 | 2 | −98,59 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18 009 | −26,29 | 505 | −21,09 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 38 932 | −0,56 | 1 092 | 6,54 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 342 460 | −8,71 | 9 606 | −2,27 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 36 486 | −7,95 | 1 023 | −1,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 645 070 | −9,61 | 46 145 | −3,22 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Acas, Llc | 63 796 | −1,70 | 1 867 | 12,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 228 624 | −0,80 | 6 413 | 5,74 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4 149 | −14,47 | 116 | −8,66 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 39 676 | −8,03 | 1 113 | −1,59 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 275 225 | −2,15 | 7 720 | 4,76 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8 774 | −45,97 | 246 | −42,12 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 628 255 | −5,84 | 17 623 | 0,81 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 18 182 | −27,92 | 510 | −22,73 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 7 748 | −0,01 | 217 | 6,90 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 13 214 | −10,53 | 371 | −4,15 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 352 121 | −0,78 | 9 877 | 2,65 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 177 594 | −21,23 | 4 982 | −15,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 484 | −41,80 | 70 | −37,84 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 9 492 | −1,29 | 266 | 5,98 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 16 396 | −37,56 | 460 | −33,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 404 | −1,05 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 066 956 | −30,47 | 57 978 | −25,56 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 39 711 | −0,93 | 1 114 | 6,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 59 607 | −2,64 | 1 672 | 4,18 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 291 | −76,57 | 8 | −75,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 201 359 | −1,17 | 5 648 | 5,83 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 98 983 | −19,08 | 2 776 | −13,36 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 12 689 | −14,83 | 365 | −6,67 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 32 918 | −2,18 | 923 | 4,77 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 244 765 | −2,25 | 6 866 | 4,65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 108 164 | −2,39 | 3 034 | 4,51 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 237 872 | −0,77 | 6 672 | 6,24 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 21 990 | −1,35 | 617 | 5,66 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 408 154 | −1,07 | 11 449 | 5,91 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 132 788 | −4,57 | 3 725 | 2,17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 108 740 | −11,39 | 3 050 | −5,13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 247 077 | −10,54 | 6 931 | −4,23 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 37 881 | −8,46 | 1 063 | −2,03 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19 685 | −1,48 | 552 | 5,54 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 21 777 | −32,04 | 611 | −27,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 833 | −4,82 | 1 005 | 1,93 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 358 515 | −1,05 | 10 057 | 5,95 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 62 169 | −37,12 | 1 629 | −40,56 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 634 | −0,01 | 214 | 7,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 33 147 | −0,82 | 930 | 6,17 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 400 | −19,38 | 67 | −12,99 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 143 041 | −10,70 | 4 012 | −4,39 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 80 989 | −1,13 | 2 272 | 5,82 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 90 189 | −1,37 | 2 530 | 5,59 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24 229 | −4,63 | 703 | 5,71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 380 | −94,72 | 11 | −94,68 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 16 554 | −2,90 | 464 | 4,04 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75 144 | −3,34 | 2 108 | 3,49 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 14 648 | −1,68 | 411 | 5,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23 297 | −3,47 | 653 | 3,32 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 325 882 | −2,68 | 9 141 | 4,18 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 197 279 | −6,14 | 5 534 | 0,49 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 426 | −54,05 | 12 | −54,17 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 75 562 | −23,22 | 2 120 | −22,30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 533 | −95,75 | 2 | −97,87 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 36 841 | −2,16 | 1 033 | 4,77 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21 686 | −4,09 | 608 | −2,88 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 7 314 | −9,86 | 205 | −3,30 |
