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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44 926 | −2,52 | 1 125 | −1,83 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 177 509 | −1,66 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 39 595 | −1,62 | 991 | −0,90 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 207 518 | −27,72 | 30 224 | −27,22 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 10 000 | −2,91 | 250 | −2,34 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 185 | −4,21 | 55 | −3,57 | ||||
| 2025-04-17 | 13F | Asio Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16 637 | −2,76 | 416 | −2,12 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 96 092 | −38,75 | 2 405 | −38,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 66 353 | −6,39 | 1 661 | −5,79 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8 312 | −5,05 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 283 377 | −15,43 | 7 093 | −14,86 | ||||
| 2025-05-02 | 13F | Allen Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 127 | −99,86 | 3 | −99,86 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 257 | −2,69 | 11 020 | −2,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 365 | −36,04 | 657 | −35,84 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 780 | −40,61 | 119 | −40,20 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 70 | −81,08 | 2 | −88,89 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 31 528 | −19,65 | 789 | −19,08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 65 947 | −0,20 | 1 651 | 0,49 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 74 268 | −28,05 | 1 859 | −27,59 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 21 333 | −1,14 | 534 | −0,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 106 496 | −5,69 | 2 666 | −5,06 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 242 | −81,30 | 6 | −81,25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 159 | −18,83 | 54 | −18,18 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | First County Bank /CT/ | 12 070 | −18,14 | 302 | −17,49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 784 | −34,32 | 70 | −34,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 264 455 | −10,64 | 6 619 | −10,03 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 236 316 | −6,22 | 5 915 | −5,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 079 | −6,31 | 6 | −16,67 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 873 958 | −5,83 | 21 875 | −5,18 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1 759 046 | −0,73 | 43 554 | 0,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 509 983 | −7,49 | 62 825 | −6,86 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 222 916 | −1,46 | 5 537 | −1,37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 284 | −35,19 | 207 | −34,70 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 10 929 | −5,74 | 274 | −5,21 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 874 | −28,71 | 22 | −30,00 | ||||
| 2025-04-10 | 13F | Apella Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 19 993 | −3,74 | 500 | −3,10 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127 176 | −19,63 | 3 183 | −19,07 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 44 080 | −9,94 | 1 103 | −9,29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 92 757 | −70,78 | 2 322 | −70,59 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 693 | −86,46 | 17 | −86,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 257 | −68,14 | 432 | −67,98 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 65 626 | −1,35 | 1 643 | −0,67 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 4 306 | −5,07 | 108 | −4,46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69 554 | −25,89 | 1 741 | −25,42 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 860 | −20,31 | 47 | −20,69 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 242 | −34,06 | 6 | −33,33 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 126 979 | −45,45 | 3 187 | −43,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 92 882 | −0,95 | 2 325 | −0,30 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 41 316 | −9,84 | 1 034 | −9,22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 211 | −9,22 | 30 | −6,25 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 488 | −47,13 | 112 | −46,92 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 42 691 | −2,49 | 1 069 | −1,84 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 66 729 | −33,09 | 1 670 | −32,63 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 712 | −76,56 | 418 | −76,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 582 454 | −1,41 | 14 427 | −1,77 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 33 908 | −64,20 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 586 | −3,27 | 140 | −2,80 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 10 778 | −60,27 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 10 890 | −4,36 | 273 | −3,89 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 700 | −62,96 | 18 | −63,04 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 542 | −87,39 | 14 | −87,74 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 8 119 | −71,05 | 203 | −70,88 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62 505 | −6,35 | 1 565 | −5,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 955 | −27,49 | 49 | −28,36 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8 799 | −0,68 | 220 | 0,00 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 15 064 | −91,87 | 378 | −91,71 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 36 484 | −48,23 | 913 | −47,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44 790 | −0,37 | 1 121 | 0,36 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 99 764 | −4,72 | 2 497 | −4,04 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 2 627 544 | −3,14 | 65 767 | −2,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 101 349 | −0,27 | 2 537 | 0,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 348 131 | −59,68 | 9 | −61,90 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 40 606 | −4,33 | 1 016 | −3,70 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 704 762 | −0,85 | 17 640 | −0,16 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 121 026 | −61,40 | 3 038 | −60,31 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 12 545 | −22,01 | 314 | −21,30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 12 425 | −20,98 | 311 | −20,26 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 215 695 | −5,28 | 30 429 | −4,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 231 668 | −6,68 | 306 147 | −6,05 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 65 736 | −7,22 | 1 645 | −6,59 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 83 404 | −2,81 | 2 088 | −2,16 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 628 | −48,61 | 16 | −50,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 159 816 | −33,09 | 4 000 | −32,64 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 29 348 | −63,91 | 729 | −63,93 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 1 133 415 | −3,77 | 28 369 | −3,11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24 136 | −0,61 | 604 | 0,17 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 952 | −27,46 | 249 | −26,98 | ||||
| 2025-05-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 027 | −1,34 | 26 | 0,00 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19 | −93,24 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 450 255 | −0,07 | 11 270 | 0,61 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 441 | −22,60 | 311 | −22,06 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 29 242 | −16,03 | 732 | −15,49 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 72 123 | −6,57 | 1 805 | −5,89 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 124 436 | −50,67 | 3 115 | −50,34 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 407 125 | −2,62 | 10 190 | −1,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119 440 | −1,43 | 3 | −33,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 10 067 | −0,04 | 252 | 0,40 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 21 422 | −0,85 | 533 | −0,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 93 456 | −2,06 | 2 339 | −1,39 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 8 199 | −2,81 | 204 | −0,49 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 202 443 | −4,56 | 5 067 | −3,91 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 758 | −3,19 | 2 497 | −2,54 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 583 773 | −0,98 | 39 642 | −0,31 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 259 495 | −0,28 | 6 495 | 0,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 654 817 | −0,74 | 116 510 | −0,06 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 952 | −31,84 | 274 | −31,33 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1 185 622 | −11,03 | 30 | −12,12 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 174 175 | −4,89 | 4 360 | −4,24 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 119 439 | −11,40 | 2 990 | −10,80 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 87 934 | −3,92 | 2 201 | −3,30 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 202 259 | −7,99 | 5 063 | −7,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 007 972 | −1,09 | 200 440 | −0,42 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 19 149 | −2,74 | 479 | −2,04 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 223 893 | −1,55 | 5 604 | −0,87 | ||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19 949 | −0,20 | 499 | 0,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 185 | −1,42 | 781 | −0,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 658 | −59,68 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 24 412 | −3,14 | 611 | −2,40 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 110 253 | −0,19 | 2 760 | 0,47 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 77 302 | −2,85 | 1 935 | −2,22 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 59 003 | −0,15 | 1 477 | 0,48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 101 966 | −3,40 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37 463 | −2,45 | 938 | −1,68 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 381 | −7,79 | 235 | −7,14 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 21 292 | −0,09 | 533 | 0,57 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 212 328 | −1,21 | 5 315 | 0,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 260 893 | −7,92 | 6 530 | −7,28 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 413 | −66,31 | 561 | −66,06 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 157 342 | −81,59 | 3 938 | −81,47 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 6 | −93,48 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 008 568 | −4,57 | 25 244 | −3,92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 40 079 | −3,19 | 1 003 | −2,53 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 131 409 | −5,57 | 3 289 | −4,91 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 9 775 | −2,25 | 245 | −1,61 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 059 114 | −5,95 | 26 510 | −5,30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 558 | −7,97 | 414 | −7,38 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 187 036 | −0,20 | 4 682 | 0,47 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53 218 | −5,87 | 1 332 | −5,20 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 22 453 | −67,93 | 562 | −67,76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 257 998 | −0,16 | 6 458 | 0,51 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 881 | −0,51 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 36 600 | −80,43 | 916 | −80,29 | ||||
| 2025-08-28 | NP | GPINX - GuidePath(R) Income Fund | 1 475 011 | −2,97 | 36 920 | −2,31 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40 873 | −19,20 | 1 023 | −18,62 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 682 | −1,51 | 217 | −0,91 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19 700 | −2,48 | 493 | −1,79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 265 354 | −0,24 | 56 203 | −0,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 79 650 | −11,69 | 1 994 | −11,03 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 492 | −86,07 | 238 | −86,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 82 304 | −0,80 | 2 060 | 2,23 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 14 518 | −8,33 | 363 | −7,63 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 432 | −8,19 | 86 | −8,60 | ||||
| 2025-05-13 | 13F | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 87 925 | −1,83 | 2 201 | −1,17 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 7 688 | −25,53 | 192 | −25,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 114 124 | −6,52 | 2 857 | −3,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 155 | −7,42 | 504 | −6,84 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 844 | −17,92 | 71 | −17,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 |
