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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | WPG Advisers, LLC | 5 764 | −5,55 | 154 | −6,71 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 183 500 | −0,65 | 4 896 | −1,43 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 47 212 | −7,33 | 1 260 | −8,04 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 627 | −37,82 | 469 | −38,45 | ||||
| 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 | 598 668 | −0,62 | 15 972 | −1,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32 653 | −9,15 | 871 | −9,55 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 81 524 | −4,78 | 2 187 | −2,28 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 165 662 | −1,90 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 171 480 | −24,11 | 4 575 | −24,69 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 225 788 | −4,19 | 6 024 | −4,94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 652 | −79,92 | 17 | −80,46 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 178 100 | −83,28 | 4 752 | −83,41 | ||||
| 2025-05-05 | 13F | Partners in Financial Planning | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 487 523 | −43,94 | 119 727 | −44,38 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4 847 | −3,06 | 129 | −3,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 166 976 | −5,75 | 4 455 | −6,49 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 680 | −0,32 | 338 | −1,17 | ||||
| 2025-05-09 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19 181 | −8,00 | 512 | −8,75 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 30 921 | −1,81 | 825 | −2,60 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 83 | −61,57 | 2 | −60,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 147 367 | −3,05 | 3 932 | −3,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 599 | −34,38 | 149 | −34,93 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 18 635 | −16,22 | 497 | −16,89 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 391 955 | −2,70 | 10 391 | −3,43 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 24 | −75,26 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 42 765 | −12,58 | 1 141 | −13,31 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 26 306 | −17,06 | 702 | −17,72 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 196 868 | −2,04 | 5 252 | −2,81 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 65 428 | −0,40 | 1 746 | −1,19 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 3 867 | −2,84 | 103 | −3,74 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 32 589 | −8,94 | 869 | −9,67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 28 597 | −18,53 | 763 | −19,19 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 167 | −56,85 | 5 | −60,00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 63 879 | −64,17 | 1 692 | −64,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 59 769 | −3,86 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 57 400 | −67,24 | 1 531 | −67,50 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 7 290 550 | −6,64 | 194 512 | −7,37 | ||||
| 2025-04-23 | 13F | Sheets Smith Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 43 594 | −2,76 | 1 163 | −3,49 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 9 486 | −11,72 | 253 | −12,15 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 2 269 858 | −10,92 | 60 560 | −11,62 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 7 973 | −1,65 | 213 | −2,30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 276 | −69,80 | 194 | −70,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67 382 | −4,02 | 1 798 | −4,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 17 602 | −14,71 | 478 | −13,90 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 899 | −19,11 | 264 | −19,76 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 60 818 | −1,27 | 1 623 | −2,05 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 27 858 | −26,68 | 743 | −27,23 | ||||
| 2025-08-13 | 13F | Korea Investment CORP | 593 000 | −33,85 | 15 821 | −34,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73 490 | −14,35 | 1 961 | −15,04 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 9 921 | −6,02 | 265 | −6,71 | ||||
| 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 | 187 094 | −0,01 | 4 992 | −0,80 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 57 800 | −0,97 | 1 542 | −1,72 | ||||
| 2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Ahl Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 12 315 | −0,32 | 329 | −1,20 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 280 428 | −0,65 | 7 482 | −1,44 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 10 516 965 | −1,25 | 280 593 | −2,02 | ||||
| 2025-08-26 | NP | IRMPX - Voya Retirement Moderate Portfolio Class ADV | 469 183 | −0,92 | 12 518 | −1,70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 246 | −13,38 | 7 | −14,29 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 5 499 900 | −3,71 | 146 737 | −4,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 819 | −10,04 | 49 | −11,11 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 562 072 | −0,36 | 41 676 | −1,13 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 754 878 | −5,05 | 20 140 | −5,79 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 188 489 | −0,49 | 5 029 | −1,28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 293 745 | −1,80 | 7 837 | −2,56 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 60 810 | −3,18 | 1 622 | −3,91 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 156 | −0,64 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 120 927 | −6,80 | 3 226 | −7,54 | ||||
| 2025-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 12 116 | −9,46 | 323 | −10,03 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 23 410 | −3,57 | 625 | −4,29 | ||||
| 2025-08-26 | NP | ISKAX - Voya Index Solution Income Portfolio Class ADV | 2 079 730 | −1,80 | 55 487 | −2,56 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 160 409 | −50,36 | 4 280 | −50,70 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 461 | −51,54 | 39 | −51,90 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 125 | −4,03 | 110 | −4,35 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 283 | −2,75 | 488 | −3,56 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 135 946 | −47,01 | 3 627 | −47,42 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 37 110 | −8,48 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quadratic Capital Management LLC | 8 896 742 | −37,24 | 237 365 | −37,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18 423 | −75,45 | 492 | −75,66 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3 677 | −9,81 | 98 | −10,09 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 859 | −46,42 | 183 | −46,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 35 880 | −31,43 | 957 | −31,98 | ||||
| 2025-05-07 | 13F | Facet Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 526 | −5,64 | 308 | −5,54 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 8 385 | −4,62 | 423 | −8,04 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 186 247 | −3,96 | 4 969 | −4,70 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 84 829 | −3,83 | 2 263 | −4,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 880 | −83,36 | 370 | −83,50 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 70 107 | −2,74 | 1 870 | −3,51 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 850 449 | −1,69 | 49 370 | −2,46 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 92 791 | −0,34 | 2 476 | −1,12 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 690 956 | −28,36 | 45 115 | −28,92 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 125 924 | −0,52 | 3 360 | −1,29 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 99 | −72,58 | 3 | −77,78 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 086 | −36,97 | 29 | −36,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 936 | −5,08 | 158 | −5,95 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 77 125 | −1,26 | 2 058 | −2,05 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 10 075 | −1,95 | 269 | −2,90 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 87 555 | −1,24 | 2 336 | −2,01 | ||||
| 2025-08-28 | NP | IVOL - Quadratic Interest Rate Volatility and Inflation Hedge ETF | 8 896 742 | −37,24 | 237 365 | −37,73 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 58 144 | −66,74 | 2 | −75,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 9 236 | −16,62 | 246 | −13,99 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 15 468 | −4,12 | 411 | −5,31 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 61 234 | −1,38 | 1 634 | −2,16 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 232 503 | −1,23 | 6 203 | −2,01 | ||||
| 2025-07-16 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 17 408 | −18,68 | 464 | −19,30 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 692 | −67,48 | 45 | −67,63 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 157 909 | −46,86 | 4 | −42,86 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 10 401 | −0,89 | 278 | −1,77 | ||||
| 2025-04-17 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 306 880 | −0,92 | 34 868 | −1,69 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 59 220 | −0,59 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 337 | −17,46 | 89 | −17,59 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 30 570 | −86,08 | 816 | −86,20 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 34 940 | −7,00 | 932 | −7,72 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 58 027 | −2,80 | 1 548 | −3,55 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 9 359 | −54,24 | 250 | −54,73 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 668 954 | −0,93 | 17 848 | −1,71 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 335 477 | −1,02 | 8 951 | −1,80 | ||||
| 2025-08-26 | NP | ICGTX - Voya Solution Conservative Portfolio Class S2 | 181 395 | −3,11 | 4 840 | −3,87 | ||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 15 401 | −98,21 | 411 | −98,23 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 502 158 | −2,49 | 13 | 0,00 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 35 758 | −15,86 | 962 | −12,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | American Trust Investment Advisors, LLC | 83 690 | −60,21 | 2 233 | −60,54 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 19 967 | −2,48 | 533 | −3,27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 943 | −4,96 | 239 | −5,93 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 1 200 | −14,29 | 32 | −13,51 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2 665 | −13,36 | 71 | −14,63 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 218 669 | −1,82 | 5 834 | −2,57 | ||||
| 2025-05-14 | 13F | Spears Abacus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 78 041 | −4,74 | 2 082 | −5,45 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 13 585 | −37,94 | 351 | −40,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40 886 | −28,61 | 1 091 | −29,17 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 20 043 | −16,10 | 535 | −16,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 223 509 | −2,68 | 5 963 | −3,43 | ||||
| 2025-05-13 | 13F | Resona Asset Management Co.,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 102 137 | −5,61 | 2 712 | −5,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 985 041 | −31,30 | 26 281 | −31,84 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 202 154 | −2,02 | 5 359 | −2,76 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 798 | −9,83 | 21 | −8,70 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 58 838 | −4,27 | 1 570 | −5,02 | ||||
| 2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1 410 | −53,45 | 38 | −54,32 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 195 | −71,62 | 5 | −82,76 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 24 956 | −0,94 | 666 | −1,77 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25 685 | −12,52 | 1 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5 474 498 | −0,49 | 146 060 | −1,27 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 966 | −14,67 | 52 | −14,75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 173 | −3,15 | 458 | −3,78 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 328 | −22,64 | 9 | −27,27 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | −99,44 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 72 161 | −14,00 | 1 925 | −14,67 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 189 670 | −4,94 | 5 060 | −5,68 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 754 | −71,36 | 20 | −71,43 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 4 820 | −17,07 | 129 | −17,95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49 610 | −12,63 | 1 324 | −13,30 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 12 130 | −63,59 | 322 | −63,62 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 957 871 | −14,06 | 52 236 | −14,73 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 26 357 | −1,88 | 1 | |||||
| 2025-08-14 | 13F | Nepc Llc | 5 011 503 | −12,64 | 133 707 | −13,32 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 97 854 | −1,32 | 2 611 | −2,10 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 855 | −0,86 | 290 | −1,70 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 317 | −11,20 | 8 | −11,11 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 261 115 | −0,14 | 140 367 | −0,92 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 67 828 | −1,26 | 1 802 | −2,44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 989 | −26,64 | 533 | −27,19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 43 594 | −2,76 | 1 163 | −3,49 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 22 734 | −0,48 | 607 | −1,30 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 1 014 827 | −1,36 | 27 076 | −2,13 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 46 234 | −4,20 | 1 234 | −4,93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 | −94,87 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 62 | −80,00 | 2 | −87,50 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 62 634 | −0,40 | 1 671 | −1,12 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 28 526 | −4,08 | 761 | −4,76 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 9 976 | −0,20 | 266 | −0,75 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 54 726 | −23,72 | 1 460 | −24,31 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 28 539 | −4,40 | 761 | −5,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 64 044 | −0,45 | 1 709 | −1,21 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 906 | −11,06 | 211 | −12,13 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 642 973 | −22,29 | 363 995 | −22,90 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 166 424 | −4,11 | 4 440 | −3,90 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 12 | −25,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 350 676 | −28,17 | 9 356 | −28,73 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 23 056 | −2,83 | 615 | −3,61 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 116 210 | −1,18 | 3 100 | −1,96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 549 524 | −5,71 | 14 661 | −6,44 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7 749 | −15,15 | 207 | −15,92 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 171 860 | −6,59 | 4 585 | −7,32 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 905 | −39,15 | 611 | −39,62 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 13 892 | −16,27 | 371 | −17,04 | ||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 060 | −12,97 | 0 | |||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 38 658 | −4,32 | 1 031 | −5,06 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 156 | −52,44 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 150 838 | −2,15 | 4 024 | −2,92 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7 664 | −4,46 | 204 | −5,12 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 044 692 | −0,73 | 27 872 | −1,51 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 35 191 | −5,39 | 939 | −6,20 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 231 | −32,46 | 6 | −33,33 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 31 432 | −4,84 | 839 | −5,63 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 495 039 | −4,33 | 13 208 | −5,08 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Smith Thornton Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 129 105 | −0,40 | 3 445 | −1,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 449 628 | −52,47 | 11 996 | −52,84 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 26 150 | −5,42 | 698 | −6,19 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 339 148 | −56,82 | 9 048 | −57,16 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 1 576 | −39,52 | 42 | −40,00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | S&t Bank/pa | 2 113 | −12,61 | 56 | −13,85 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39 526 | −20,09 | 1 055 | −20,75 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 353 216 | −2,55 | 9 424 | −3,31 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21 450 | −2,83 | 572 | −3,54 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 9 276 | −3,29 | 247 | −3,89 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 268 | −0,78 | 327 | −1,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 27 482 | −18,97 | 733 | −19,54 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 901 | −53,57 | 51 | −54,55 | ||||
| 2025-04-09 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 565 | −18,12 | 15 | −16,67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 249 662 | −1,09 | 6 661 | −1,87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9 590 | −27,21 | 256 | −27,97 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 33 692 | −6,67 | 899 | −7,42 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 266 | −7,96 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 329 841 | −1,68 | 8 800 | 97 677,78 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 34 861 | −4,66 | 930 | −5,39 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 154 491 | −8,27 | 4 122 | −8,99 | ||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 081 | −3,16 | 349 | −3,86 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 475 | −26,62 | 360 | −27,18 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 158 220 | −0,45 | 4 221 | −1,22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14 533 | −32,78 | 388 | −33,39 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 318 096 | −6,44 | 8 487 | −7,18 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 63 665 | −7,32 | 1 699 | −6,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 56 333 | −5,72 | 1 503 | −6,48 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 340 | −33,98 | 329 | −33,67 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 28 086 | −1,03 | 749 | −1,83 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13 | −96,44 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 009 989 | −6,55 | 53 626 | −7,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 764 926 | −0,91 | 20 408 | −1,68 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | −99,85 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 238 | −35,33 | 6 | −33,33 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9 237 | −23,92 | 246 | −24,54 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 49 063 | −2,82 | 1 309 | −3,54 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1 565 854 | −11,10 | 41 777 | −11,80 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 50 071 | −7,84 | 1 336 | −8,56 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 10 524 | −4,54 | 281 | −5,41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99 590 | −11,90 | 2 657 | −12,57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 71 | −23,66 | 2 | −50,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 57 325 | −3,62 | 1 529 | −4,38 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 324 | −37,41 | 382 | −37,89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 106 070 | −1,28 | 2 830 | −2,08 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 118 | −12,85 | 243 | −13,52 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18 | −99,02 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 61 304 | −0,70 | 1 636 | 2,57 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 11 939 | −0,11 | 319 | −0,93 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 547 391 | −1,93 | 14 604 | −2,70 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 156 295 | −38,72 | 4 | −33,33 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 540 411 | −1,30 | 14 418 | −2,07 | ||||
| 2025-07-11 | 13F | Fruth Investment Management | 14 500 | −3,33 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 19 037 | −5,00 | 508 | −5,76 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 175 333 | −54,55 | 5 | −60,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 103 | −8,30 | 83 | −8,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 410 | −0,97 | 945 | −1,77 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 50 901 | −14,65 | 1 358 | −15,28 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 |
