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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 105 220 | −3,94 | 2 565 | −3,79 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 9 297 | −20,99 | 227 | −20,98 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 449 523 | −0,93 | 10 959 | −0,76 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 382 422 | −0,99 | 9 323 | −0,79 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 535 171 | −34,27 | 13 047 | −34,16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 8 568 | −5,32 | 209 | −5,45 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 16 678 | −70,42 | 407 | −70,41 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 267 868 | −9,34 | 7 | −14,29 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 316 551 | −12,43 | 7 718 | −12,29 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8 355 | −0,97 | 204 | −0,98 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 54 582 | −5,66 | 1 331 | −5,54 | ||||
| 2025-08-25 | NP | SWYLX - Schwab Target 2020 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 | 690 334 | −1,72 | 16 830 | −1,56 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 24 180 | −0,67 | 590 | −0,51 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161 559 | −3,68 | 3 939 | −3,53 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 24 902 | −1,08 | 607 | −0,82 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 22 155 | −28,70 | 540 | −28,57 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 553 342 | −3,85 | 13 | −7,14 | ||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 655 590 | −29,67 | 15 983 | −29,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 615 689 | −7,89 | 15 010 | −7,73 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 125 866 | −4,90 | 3 069 | −4,75 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 26 347 | −6,08 | 642 | −5,87 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 150 212 | −22,91 | 3 662 | −22,78 | ||||
| 2025-07-14 | 13F | Harrington Investments, INC | 181 010 | −0,91 | 4 413 | −0,74 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 12 036 | −7,87 | 293 | −7,57 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28 369 | −48,41 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54 857 | −3,98 | 1 337 | −3,81 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 118 993 | −19,58 | 2 901 | −19,44 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52 120 | −34,76 | 1 266 | −34,93 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 305 | −95,62 | 7 | −95,86 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 375 085 | −2,24 | 9 145 | −0,94 | ||||
| 2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 10 651 | −1,63 | 260 | −1,52 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 5 058 | −9,76 | 123 | −9,56 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 32 757 | −0,25 | 799 | −0,13 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 201 423 | −1,99 | 4 911 | −1,84 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 106 189 | −8,68 | 2 589 | −8,55 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 593 | −2,25 | 575 | −2,04 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 10 478 | −8,71 | 255 | −8,60 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12 750 | −9,16 | 311 | −9,09 | ||||
| 2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 1 668 926 | −1,65 | 40 822 | −0,75 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 104 493 | −39,46 | 2 548 | −39,37 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 283 670 | −27,61 | 6 916 | −27,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 172 514 | −2,06 | 4 206 | −1,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 324 223 | −21,11 | 7 905 | −20,98 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 135 572 | −5,47 | 3 305 | −5,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 137 | −20,12 | 2 393 | −20,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Birmingham Capital Management Co Inc/al | 73 000 | −29,13 | 1 780 | −29,04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 29 110 | −2,04 | 710 | −1,94 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 19 692 | −1,91 | 0 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 457 302 | −8,43 | 11 131 | −7,37 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 21 349 | −3,57 | 520 | −3,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 941 018 | −1,33 | 47 322 | −1,17 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 25 505 | −2,22 | 622 | −2,05 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 15 864 | −16,00 | 385 | −16,12 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 30 397 | −8,55 | 741 | −8,41 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 102 076 | −1,08 | 2 489 | −0,92 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | SWYBX - Schwab Target 2015 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 | 217 780 | −1,12 | 5 309 | −0,95 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 45 734 | −0,25 | 1 115 | −0,09 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 118 960 | −9,52 | 2 900 | −9,37 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 1 056 570 | −35,75 | 25 759 | −35,64 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 360 332 | −1,70 | 8 785 | −1,55 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2 425 664 | −14,86 | 59 138 | −14,72 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 91 841 | −4,09 | 2 239 | −3,91 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 66 867 | −2,43 | 1 630 | −2,28 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 10 632 | −13,33 | 259 | −13,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 830 923 | −0,86 | 20 258 | −0,70 | ||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 43 487 | −9,44 | 1 060 | −9,25 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 18 581 | −4,09 | 453 | −3,82 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 345 | −58,43 | 740 | −58,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 781 | −4,50 | 43 | −4,44 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 15 982 | −12,47 | 390 | −12,39 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2 721 | −8,60 | 66 | −8,33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 98 846 | −0,61 | 2 404 | −0,78 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 8 889 | −5,12 | 217 | −5,26 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 285 123 | −10,71 | 6 951 | −10,55 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 470 | −98,90 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 490 641 | −2,41 | 11 962 | −2,25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 90 532 | −65,04 | 2 207 | −64,98 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 96 110 | −1,44 | 2 343 | −1,26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 127 | −30,01 | 247 | −30,11 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 025 | −0,02 | 659 | 0,15 | ||||
| 2025-05-08 | 13F | Valley Forge Investment Consultants Inc Adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 882 | −70,37 | 168 | −70,44 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 29 046 | −0,59 | 706 | −0,70 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 32 124 | −43,49 | 783 | −43,38 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 730 | −6,48 | 213 | −6,61 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 1 116 812 | −5,52 | 27 116 | −5,76 | ||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hendershot Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 720 | −3,64 | 42 | −4,65 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 780 | −40,37 | 0 | |||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 320 | −68,63 | 8 | −70,83 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 1 834 600 | −4,47 | 44 728 | −4,31 | ||||
| 2025-08-12 | 13F | Ithaka Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 128 301 | −39,50 | 3 128 | −39,41 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 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 | 265 946 | −0,96 | 6 484 | −0,81 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 177 | −30,82 | 394 | −30,76 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 191 117 | −0,16 | 4 659 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 13 915 | −1,06 | 339 | −0,88 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 142 549 | −0,45 | 3 475 | −0,29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 21 380 | −1,67 | 521 | −1,51 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 13 100 | −0,31 | 319 | 0,00 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 363 671 | −6,16 | 8 866 | −6,01 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 13 210 | −44,11 | 322 | −44,00 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 15 500 | −0,51 | 378 | −0,53 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36 603 | −27,96 | 892 | −27,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 64 815 | −6,54 | 1 580 | −6,34 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 11 733 | −34,16 | 286 | −33,95 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 50 854 | −3,30 | 1 240 | −3,13 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 55 283 | −0,66 | 1 348 | −0,52 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 443 | −8,40 | 498 | −7,28 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 68 279 | −3,97 | 1 665 | −3,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 138 878 | −4,99 | 3 386 | −4,84 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 824 418 | −0,84 | 20 099 | −0,68 | ||||
| 2025-05-07 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 471 055 | −5,87 | 11 484 | −5,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 171 722 | −0,98 | 4 187 | −0,83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 51 362 | −35,32 | 1 252 | −35,20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 284 093 | −97,61 | 6 926 | −97,61 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 71 430 | −7,90 | 1 741 | −7,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 974 | −14,11 | 1 584 | −13,96 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 42 283 | −7,95 | 1 031 | −7,87 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 9 134 | −95,37 | 223 | −95,15 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 18 559 | −10,99 | 452 | −10,85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 236 | −7,83 | 201 | −7,83 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 100 283 | −10,28 | 2 445 | −10,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 211 359 | −8,90 | 5 153 | −8,77 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 127 | −6,62 | 3 | 0,00 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 92 281 | −3,89 | 2 240 | −4,19 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 478 649 | −9,46 | 11 669 | −9,31 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 419 | −22,88 | 35 | −22,73 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 51 707 | −5,89 | 1 261 | −5,76 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 13 702 | −45,35 | 334 | −45,25 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 86 919 | −4,35 | 2 119 | −4,16 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 366 612 | −0,04 | 8 938 | 0,13 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 31 360 | −8,30 | 765 | −8,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 85 957 | −1,61 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9 653 | −38,50 | 235 | −38,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 045 800 | −4,74 | 25 497 | −4,58 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19 345 | −6,65 | 472 | −6,55 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 422 850 | −21,14 | 10 309 | −21,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 182 246 | −8,29 | 4 425 | −8,56 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 105 | −1,60 | 27 | −3,70 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 18 222 | −24,36 | 444 | −24,23 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 15 279 | −38,40 | 373 | −38,31 | ||||
| 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 | 298 624 | −1,33 | 7 280 | −1,17 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Seneschal Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 50 959 | −53,96 | 1 242 | −53,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 251 472 | −2,61 | 6 131 | −2,45 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 53 160 | −0,56 | 1 296 | −0,38 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 32 726 | −3,87 | 798 | −3,74 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 35 683 | −9,88 | 870 | −9,76 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 122 232 | −2,24 | 2 980 | −2,07 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 462 | −16,49 | 60 | −16,90 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 35 943 | −1,01 | 876 | −0,79 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 10 268 | −1,01 | 250 | −0,79 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 13 540 | −20,11 | 330 | −19,90 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 67 190 | −43,81 | 1 638 | −43,71 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Aspen Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 14 186 | −0,98 | 344 | −1,15 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 24 006 | −41,57 | 585 | −41,50 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 3 144 | −16,03 | 77 | −16,48 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 11 680 | −1,92 | 285 | −1,73 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 45 734 | −0,25 | 1 115 | −0,09 | ||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 194 | −1,63 | 1 004 | −1,47 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 8 802 | −9,75 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 251 104 | −5,64 | 493 722 | −5,49 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 13 232 | −0,29 | 323 | 0,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8 308 | −58,88 | 203 | −47,94 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 461 950 | −0,13 | 60 022 | 0,03 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 356 834 | −21,06 | 8 653 | −21,15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 253 610 | −16,02 | 6 183 | −15,88 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 158 117 | −0,73 | 3 855 | −0,36 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 307 296 | −0,59 | 7 492 | −0,43 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 270 772 | −12,47 | 6 601 | −12,33 | ||||
| 2025-08-14 | 13F | Bank of Marin | 81 581 | −5,21 | 1 989 | −5,06 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 18 841 | −23,88 | 459 | −23,75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 137 286 | −2,06 | 3 347 | −1,88 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 37 016 | −3,68 | 902 | −3,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 111 570 | −0,14 | 149 001 | 0,03 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1 594 | −19,98 | 39 | −19,15 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 42 973 | −35,96 | 1 048 | −35,88 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 21 563 | −0,23 | 526 | −0,19 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 21 673 | −0,73 | 528 | −0,56 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 681 | −0,84 | 139 | −0,72 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 917 059 | −1,84 | 22 358 | −1,68 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 280 034 | −56,52 | 6 827 | −56,45 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 29 261 | −11,88 | 1 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 204 292 | −16,90 | 4 981 | −16,76 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 181 041 | −42,60 | 4 414 | −42,52 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 123 571 | −2,69 | 3 013 | −2,52 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 16 303 | −62,70 | 397 | −62,65 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 14 856 | −12,65 | 362 | −12,35 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 76 547 | −0,19 | 1 866 | 0,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 12 409 | −1,66 | 303 | −1,63 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 58 181 | −2,04 | 1 418 | −1,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 814 | −57,19 | 288 | −57,08 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 5 837 | −30,28 | 142 | −30,05 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 26 293 | −75,69 | 641 | −75,65 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 103 881 | −7,62 | 2 533 | −7,49 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 55 472 | −0,00 | 1 352 | 0,15 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 48 334 | −0,06 | 1 178 | 0,08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8 279 | −10,21 | 202 | −10,27 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 726 303 | −4,07 | 17 707 | −3,91 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 48 663 | −7,02 | 1 181 | −7,01 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 584 777 | −8,46 | 87 397 | −8,31 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 876 | −17,57 | 46 | −18,18 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 43 240 | −38,05 | 1 054 | −37,93 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 34 | −96,92 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 434 959 | −2,07 | 10 604 | −1,91 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 121 061 | −3,78 | 2 951 | −3,63 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 50 129 | −0,08 | 1 222 | 0,08 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 267 594 | −0,27 | 6 524 | −0,12 | ||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 256 236 | −8,49 | 6 247 | −8,33 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 22 216 | −2,20 | 542 | −1,99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 866 879 | −2,90 | 45 515 | −2,74 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 685 | −14,24 | 0 | |||||
| 2025-07-25 | 13F | Iron Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 432 329 | −44,45 | 59 300 | −44,36 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 872 | −58,85 | 21 | −58,82 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 10 814 | −1,31 | 264 | −1,13 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 55 506 | −4,47 | 1 353 | −4,31 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 12 729 | −2,08 | 310 | −1,90 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21 764 | −84,50 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 46 622 | −12,59 | 1 137 | −12,48 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 898 | −4,64 | 217 | −4,85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 243 | −7,40 | 152 | −6,79 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 24 514 | −12,83 | 598 | −12,72 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 861 | −68,34 | 240 | −68,34 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 60 534 | −14,39 | 1 476 | −14,29 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 1 681 738 | −14,64 | 41 | −12,77 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 8 360 | −96,62 | 204 | −96,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 625 | −42,02 | 15 | −42,31 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9 803 | −11,53 | 239 | −11,52 | ||||
| 2025-04-24 | 13F | First Merchants Corp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 8 918 | −1,33 | 217 | −0,91 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 12 973 | −36,64 | 316 | −36,55 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 52 640 | −2,92 | 1 283 | −2,73 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 11 549 | −3,52 | 282 | −3,44 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 122 343 | −15,10 | 2 983 | −14,97 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 43 538 | −59,15 | 1 061 | −59,08 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 13 831 | −60,92 | 335 | −61,00 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 16 263 | −11,49 | 396 | −11,41 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 50 220 | −13,67 | 1 224 | −13,50 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 10 670 | −98,13 | 260 | −98,13 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 259 544 | −7,72 | 6 328 | −7,34 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 590 469 | −5,25 | 14 396 | −5,10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 068 265 | −0,43 | 26 044 | −0,27 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 50 567 | −2,81 | 1 225 | −3,39 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 82 257 | −31,15 | 2 005 | −31,03 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 10 615 | −31,25 | 259 | −31,20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 14 986 | −16,91 | 365 | −16,67 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 123 874 | −5,20 | 3 020 | −5,03 | ||||
| 2025-05-08 | 13F | Mengis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 297 664 | −2,04 | 7 257 | −1,87 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 99 091 | −0,90 | 2 416 | 0,42 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 242 658 | −21,12 | 5 916 | −20,98 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 29 040 | −0,95 | 708 | −0,84 |
