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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 62 430 | −24,74 | 1 740 | −21,10 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 900 | −20,94 | 246 | −17,73 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 10 017 | −1,62 | 277 | 2,59 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 25 973 | −2,37 | 719 | 1,56 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 16 774 | −0,66 | 464 | 3,57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 33 176 | −17,48 | 918 | −14,14 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 159 555 | −2,94 | 4 415 | 1,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 9 618 | −6,05 | 266 | −2,21 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 129 833 | −0,92 | 3 592 | 3,16 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 15 541 | −1,43 | 430 | 2,63 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 34 144 | −0,53 | 945 | 3,51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 16 069 | −1,53 | 445 | 2,54 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 37 201 | −0,01 | 1 029 | 4,15 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22 372 | −5,16 | 616 | −0,65 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 42 918 | −7,98 | 1 188 | −4,20 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 15 756 | −2,26 | 436 | 1,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 1 050 718 | −0,03 | 29 073 | 4,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11 746 | −13,25 | 325 | −9,47 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 14 024 | −4,23 | 388 | −0,26 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 580 077 | −0,73 | 16 051 | 3,34 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 63 437 | −20,75 | 1 755 | −17,49 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 24 212 | −1,08 | 670 | 2,92 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 139 983 | −2,59 | 3 873 | 1,41 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 20 409 | −1,79 | 565 | 2,17 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 103 492 | −16,17 | 2 864 | −11,03 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 12 878 | −6,81 | 356 | −3,00 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 172 549 | −8,04 | 4 774 | −4,27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 355 | −7,68 | 785 | −3,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 576 136 | −43,49 | 16 | −44,44 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 29 725 | −40,85 | 831 | −37,75 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 24 088 | −2,25 | 667 | 1,83 | ||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 41 376 | −0,03 | 1 145 | 4,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 7 779 | −0,95 | 215 | 3,37 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 393 646 | −33,78 | 10 892 | −31,06 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39 999 | −0,50 | 1 107 | 3,56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 73 186 | −0,07 | 2 025 | 4,06 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 29 251 | −26,38 | 809 | −23,39 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 13 660 | −0,22 | 378 | 3,86 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 117 652 | −3,46 | 3 255 | 0,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 23 657 | −2,12 | 655 | 1,87 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 199 296 | −1,46 | 5 515 | 2,59 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 15 055 | −6,11 | 417 | −2,35 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 10 392 | −7,24 | 288 | −3,37 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2 085 | −0,38 | 58 | 3,64 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 95 359 | −0,23 | 2 654 | 4,45 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 10 997 | −0,49 | 304 | 3,75 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 208 348 | −1,18 | 5 765 | 2,86 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 333 360 | −0,69 | 9 224 | 3,38 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 40 424 | −5,18 | 1 119 | −1,32 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 170 499 | −0,08 | 4 718 | 4,01 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 47 942 | −2,99 | 1 327 | 0,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 49 666 | −1,32 | 1 374 | 2,77 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 77 563 | −46,63 | 2 146 | −44,43 | ||||
| 2025-05-08 | 13F | Tandem Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 36 093 | −7,65 | 999 | −3,85 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 38 510 | −0,77 | 1 066 | 3,30 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 830 | −89,36 | 51 | −89,06 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 328 315 | −1,90 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 127 005 | −0,40 | 3 514 | 3,69 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 167 900 | −1,95 | 447 366 | 2,07 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 592 | −49,37 | 293 | −45,34 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 23 656 | −17,80 | 655 | −14,40 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 622 | −7,73 | 128 | −4,51 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 574 147 | −0,12 | 71 227 | 3,98 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 988 | −39,90 | 221 | −37,39 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 10 432 | −2,79 | 289 | 3,58 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 15 778 | −25,62 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 573 156 | −1,95 | 15 859 | 2,07 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 507 | −93,56 | 955 | −93,30 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 26 347 | −23,66 | 729 | −20,50 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 122 650 | −1,03 | 3 146 | −2,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 24 652 | −0,40 | 682 | 3,81 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 77 953 | −1,47 | 2 157 | 2,62 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 34 055 | −1,73 | 942 | 2,28 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 775 264 | −1,13 | 21 452 | 2,93 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 149 847 | −1,21 | 4 146 | 10,09 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 53 648 | −7,70 | 1 438 | −1,03 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 12 130 | −9,00 | 336 | −5,37 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 79 891 | −16,69 | 2 211 | −13,27 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 35 821 | −2,06 | 991 | 1,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 688 | −8,26 | 406 | 4,64 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 81 876 | −33,92 | 2 266 | −31,22 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 7 748 | −26,99 | 214 | −24,11 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 684 | −18,85 | 268 | −15,77 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 137 255 | −87,56 | 3 798 | −87,05 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32 201 | −8,06 | 891 | −4,19 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 1 166 522 | −1,87 | 32 278 | 2,16 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 82 722 | −3,24 | 2 289 | 0,70 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 63 751 | −0,03 | 1 764 | 4,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 313 | −1,01 | 424 | 2,92 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57 475 | −32,01 | 1 590 | −29,21 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1 776 | −24,62 | 49 | −20,97 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13 538 | −2,95 | 375 | 1,08 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 47 805 | −1,49 | 1 323 | 2,56 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 67 062 | −20,59 | 1 856 | −17,34 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 46 299 | −1,17 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 31 462 | −0,67 | 871 | 3,45 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 41 506 | −0,39 | 1 148 | 3,70 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12 433 | −3,47 | 344 | 0,58 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 128 842 | −1,09 | 3 565 | 2,98 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 348 502 | −1,48 | 9 643 | 2,56 | ||||
| 2025-04-25 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 83 720 | −3,70 | 2 317 | 0,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 491 426 | −9,18 | 13 598 | −5,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 413 | −25,84 | 122 | −22,78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 976 343 | −0,02 | 27 015 | 4,08 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95 850 | −85,27 | 2 652 | −84,66 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 142 957 | −0,99 | 3 956 | 3,08 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 57 401 | −16,13 | 1 588 | −12,70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 55 223 | −27,02 | 1 528 | −24,02 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 155 974 | −6,87 | 31 986 | −3,06 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Friday Financial | 228 956 | −1,20 | 6 335 | 2,24 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 51 725 | −1,59 | 1 431 | 2,43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 652 489 | −5,04 | 18 054 | −1,14 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 30 651 | −0,49 | 848 | 3,67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 223 | −17,17 | 200 | −13,85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 62 114 | −0,55 | 2 | 0,00 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 631 175 | −1,75 | 17 465 | 2,28 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | −513 421 | −13 241 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9 106 | −33,70 | 257 | −29,86 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 95 | −67,35 | 3 | −71,43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 83 684 | −0,89 | 2 316 | 3,16 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 228 981 | −13,79 | 6 086 | −12,10 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 30 818 | −3,45 | 853 | 0,47 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 160 958 | −5,12 | 4 454 | −1,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 206 527 | −4,22 | 5 715 | −0,30 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 827 972 | −18,82 | 22 910 | −15,49 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 80 610 | −9,72 | 2 230 | −6,03 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1 029 594 | −15,82 | 28 489 | −12,37 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 12 429 | −2,59 | 344 | 1,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 733 326 | −8,03 | 47 961 | −4,26 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 166 593 | −0,48 | 4 610 | 3,60 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7 519 | −7,67 | 208 | −0,95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 42 565 | −7,60 | 1 178 | −1,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48 802 | −6,07 | 1 350 | −2,17 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 32 760 | −2,18 | 906 | 1,80 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 19 981 | −0,64 | 553 | 3,37 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 53 640 | −40,65 | 1 484 | −38,22 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 13 546 | −5,61 | 375 | −1,84 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 574 | −34,61 | 514 | −31,96 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 1 396 345 | −12,11 | 38 637 | −8,50 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 749 981 | −53,68 | 20 752 | −51,78 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 13 833 | −1,05 | 383 | 2,96 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 45 691 | −13,44 | 1 264 | −9,91 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 198 393 | −2,13 | 5 490 | 1,87 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 009 | −62,56 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 21 588 | −0,02 | 597 | 4,19 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 12 440 | −3,56 | 344 | 0,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 40 241 | −0,53 | 1 113 | 3,53 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 216 598 | −0,03 | 5 993 | 4,08 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 8 347 | −0,01 | 231 | 4,07 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 17 865 | −3,45 | 0 | |||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 35 445 | −11,14 | 981 | −7,55 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 7 504 | −13,93 | 208 | −10,39 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 63 142 | −1,87 | 1 747 | 2,16 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 706 | −5,33 | 47 | 0,00 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 1 128 108 | −1,72 | 31 215 | 2,31 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 40 834 | −14,23 | 1 130 | −10,75 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 47 411 | −1,36 | 1 312 | 3,64 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 917 | −0,87 | 274 | 3,40 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 34 318 | −8,28 | 950 | −4,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 732 941 | −10,15 | 47 950 | −6,47 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 216 849 | −1,10 | 6 000 | 2,95 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 10 517 | −0,21 | 293 | 6,57 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 12 191 | −1,43 | 337 | 2,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 92 012 | −1,73 | 2 546 | 2,29 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 2 653 686 | −1,74 | 73 427 | 2,29 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16 928 | −10,34 | 468 | −6,59 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 350 876 | −0,15 | 9 709 | 3,95 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 48 530 | −4,83 | 1 343 | −0,96 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 65 165 | −43,70 | 1 803 | −41,38 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 69 481 | −1,08 | 1 923 | 3,00 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 8 250 | −83,15 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 1 148 887 | −2,30 | 31 790 | 1,71 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 227 | −49,34 | 62 | −47,41 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 40 298 | −0,06 | 1 125 | 14,69 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 143 641 | −44,47 | 3 975 | −42,20 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 158 858 | −0,21 | 4 396 | 3,88 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 19 164 | −3,37 | 530 | 0,57 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 116 658 | −1,81 | 3 228 | 2,22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11 481 | −3,93 | 318 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 323 725 | −11,60 | 7 042 | −27,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 369 145 | −37,20 | 10 214 | −34,63 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 157 064 | −12,45 | 4 346 | −8,87 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 47 718 | −4,56 | 1 320 | −0,60 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 285 817 | −8,66 | 7 909 | −4,92 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 384 | −46,42 | 509 | −44,24 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 21 785 | −32,07 | 603 | −29,34 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 105 142 | −15,37 | 2 909 | −11,90 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 10 054 | −0,98 | 278 | 3,35 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 390 508 | −1,16 | 10 805 | 2,89 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 99 653 | −10,72 | 2 757 | −7,05 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 12 573 | −3,19 | 348 | 0,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 449 963 | −11,88 | 40 117 | −8,25 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 10 189 | −29,76 | 282 | −27,01 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 224 276 | −2,45 | 89 216 | 1,55 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 33 062 | −1,47 | 915 | 2,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26 978 | −7,31 | 746 | −3,49 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 15 950 | −1,23 | 441 | 2,80 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 17 503 | −57,78 | 484 | −56,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73 795 | −37,20 | 2 042 | −34,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 352 275 | −14,93 | 9 748 | −11,44 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 17 284 | −11,52 | 459 | −9,82 | ||||
| 2025-08-14 | 13F | Acas, Llc | 79 468 | −1,23 | 2 261 | 8,92 | ||||
| 2025-07-29 | 13F | Creekside Partners | 45 685 | −3,62 | 1 264 | 0,40 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 237 224 | −5,10 | 6 564 | −1,22 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 198 264 | −4,31 | 5 486 | −0,40 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 300 487 | −3,79 | 8 314 | 0,16 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 87 088 | −1,63 | 2 410 | 2,38 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8 118 | −0,61 | 225 | 3,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 613 396 | −2,49 | 16 973 | 1,51 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 223 537 | −1,51 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 276 | −0,12 | 423 | 3,94 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 30 452 | −2,59 | 843 | 1,45 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 689 | −23,02 | 19 | −17,39 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 282 533 | −1,18 | 7 818 | 1,94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54 605 | −6,68 | 1 511 | −2,89 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 107 764 | −33,16 | 2 982 | −30,43 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 10 967 | −3,44 | 269 | −12,38 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 14 083 | −3,10 | 390 | 0,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 490 | −56,91 | 429 | −55,18 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 111 981 | −1,60 | 3 099 | 2,45 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 802 341 | −48,67 | 22 201 | −46,56 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 9 380 | −4,50 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 387 017 | −19,60 | 10 709 | −16,30 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 68 938 | −11,09 | 1 908 | −7,43 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 210 622 | −5,05 | 5 828 | −1,15 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 339 | −7,47 | 535 | −3,60 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 5 005 | −1,28 | 138 | 2,99 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 4 362 278 | −2,28 | 121 | 1,69 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 163 980 | −2,88 | 4 537 | 1,11 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 104 795 | −0,76 | 2 900 | 3,31 | ||||
| 2025-05-12 | 13F | Balanced Rock Investment Advisor | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 52 594 431 | −1,24 | 1 455 288 | 2,81 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 14 794 | −1,89 | 409 | 2,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 76 482 | −43,30 | 2 116 | −40,98 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 147 609 | −13,08 | 4 084 | −9,51 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 68 617 | −2,78 | 1 899 | 1,17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 560 034 | −19,21 | 15 | −21,05 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 030 | −16,32 | 250 | −12,94 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 468 | −11,86 | 12 | −7,69 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 244 053 | −1,68 | 6 753 | 2,35 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 24 570 | −1,98 | 680 | 1,95 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 67 891 | −7,94 | 1 879 | −4,18 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 7 863 | −0,03 | 218 | 3,83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 808 311 | −2,32 | 191 722 | 3,49 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14 603 | −13,36 | 404 | −9,62 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5 954 | −7,33 | 165 | −3,53 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 8 843 | −20,84 | 245 | −17,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28 814 | −14,94 | 797 | −11,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 79 597 | −16,72 | 2 202 | −11,60 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 21 866 | −42,19 | 605 | −39,80 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 12 | −20,00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 404 450 | −1,63 | 11 191 | 2,41 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25 614 | −6,41 | 709 | −2,61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 946 200 | −0,81 | 275 211 | 3,26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14 740 | −18,85 | 408 | −15,03 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 225 980 | −1,59 | 6 253 | 2,44 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 391 | −2,39 | 260 | 1,57 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 206 431 | −3,78 | 5 712 | 0,16 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15 745 | −2,58 | 445 | 3,50 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 522 059 | −1,88 | 14 445 | 2,15 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 761 893 | −1,60 | 21 082 | 2,44 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 127 257 | −6,13 | 3 521 | −2,28 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 153 645 | −33,27 | 4 251 | −30,54 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 45 129 | −1,10 | 1 249 | 2,97 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 394 | −89,87 | 11 | −90,29 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 9 001 | −8,16 | 249 | −4,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 225 504 | −1,52 | 6 240 | 2,51 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43 157 | −4,44 | 1 194 | −0,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 85 136 | −1,38 | 2 356 | 2,66 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 80 945 | −16,26 | 2 240 | −12,85 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 20 255 | −2,10 | 560 | 5,26 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 42 320 | −1,74 | 1 172 | 10,98 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 40 638 | −2,36 | 1 124 | 1,63 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 17 990 | −5,26 | 504 | 6,79 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 865 | −2,54 | 273 | 1,12 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 17 539 | −37,99 | 485 | −35,42 |
