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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 858 | −17,18 | 216 | −8,47 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 366 285 | −0,34 | 8 952 | 10,30 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8 953 | −2,40 | 219 | 7,92 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 1 252 919 | −9,99 | 30 621 | −0,37 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 108 | −93,22 | 3 | −94,29 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39 765 | −0,81 | 972 | 9,72 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 106 311 | −36,55 | 2 598 | −29,76 | ||||
| 2025-07-28 | 13F | Essex LLC | 950 382 | −1,95 | 23 227 | 8,53 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 123 243 | −3,10 | 3 012 | 7,26 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 68 151 | −1,81 | 1 666 | 8,68 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 218 534 | −0,31 | 5 341 | 10,33 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1 076 569 | −12,54 | 26 311 | −3,19 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 179 668 | −2,75 | 4 391 | 7,65 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 4 544 697 | −9,33 | 111 072 | 0,36 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9 924 | −0,07 | 243 | 10,50 | ||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 9 720 | −50,97 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 251 925 | −2,63 | 6 157 | 7,79 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 45 798 | −7,23 | 1 119 | 2,75 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 17 844 | −95,20 | 494 | −93,99 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 30 772 | −28,22 | 749 | −20,51 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60 321 | −23,91 | 1 474 | −15,77 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 1 010 320 | −1,95 | 24 692 | 8,53 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10 843 | −1,48 | 265 | 9,05 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 44 787 | −25,14 | 1 095 | −17,18 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 3 919 | −11,31 | 96 | −2,06 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 728 | −8,98 | 60 | −13,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 27 801 | −4,79 | 679 | 5,43 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 60 846 | −0,57 | 1 487 | 10,07 | ||||
| 2025-04-10 | 13F | Chronos Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 097 527 | −7,90 | 51 264 | 1,94 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 119 423 | −0,26 | 2 919 | 10,40 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 46 967 | −0,90 | 1 148 | 9,66 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 152 802 | −56,82 | 3 757 | −51,92 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26 878 | −1,81 | 657 | 8,61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 36 953 | −26,21 | 1 188 | 7,71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 379 250 | −0,40 | 33 709 | 10,25 | ||||
| 2025-04-14 | 13F | Great Waters Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 449 003 | −4,35 | 10 974 | 5,88 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 10 206 | −33,48 | 249 | −26,33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 237 153 | −0,92 | 5 796 | 9,67 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 18 834 | −8,56 | 460 | 1,32 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Robbins Farley Llc | 9 100 | −7,01 | 222 | 2,78 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 79 388 | −1,98 | 1 940 | 8,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 367 485 | −12,92 | 8 981 | −3,61 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21 848 | −0,42 | 534 | 10,12 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 221 265 | −6,20 | 5 470 | 5,01 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 87 902 | −0,14 | 2 148 | 10,55 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 239 710 | −0,57 | 5 859 | 10,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 30 575 | −40,34 | 747 | −33,95 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 943 | −5,03 | 72 | 4,41 | ||||
| 2025-04-10 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 215 145 | −0,57 | 5 258 | 10,07 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1 321 308 | −0,02 | 32 293 | 10,66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 64 390 | −4,32 | 1 574 | 5,93 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 460 623 | −1,86 | 11 258 | 8,63 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 244 108 | −24,36 | 5 966 | −16,28 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 204 201 | −2,71 | 4 991 | 7,68 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 10 819 876 | −1,50 | 264 438 | 9,62 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 102 045 | −1,02 | 2 494 | 9,53 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 378 230 | −2,33 | 9 244 | 8,11 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 91 506 | −3,01 | 2 236 | 7,35 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 6 886 | −70,19 | 168 | −66,99 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 12 501 | −15,05 | 306 | −5,86 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 42 321 | −4,00 | 1 034 | 6,27 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 421 169 | −3,88 | 34 733 | 6,39 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18 429 | −0,10 | 450 | 10,57 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3 895 745 | −1,19 | 95 212 | 9,37 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 567 | −40,52 | 63 | −34,74 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 250 611 | −2,21 | 6 125 | 8,24 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 003 299 | −0,24 | 48 961 | 10,42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50 013 | −16,44 | 1 222 | −7,49 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 25 881 | −1,09 | 633 | 9,53 | ||||
| 2025-08-08 | 13F | Creative Planning | 81 577 917 | −1,31 | 1 993 764 | 9,24 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 206 159 | −1,83 | 5 039 | 8,67 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 53 037 | −2,54 | 1 296 | 7,91 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9 339 | −4,10 | 228 | 6,05 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 79 392 | −1,05 | 1 940 | 9,54 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 1 434 888 | −1,73 | 35 069 | 8,77 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 118 781 | −6,39 | 2 903 | 3,64 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 8 662 | −10,00 | 212 | −0,47 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 051 | −30,30 | 319 | −23,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 334 765 | −17,86 | 8 182 | −9,08 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 67 929 | −18,84 | 1 660 | −10,17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57 009 | −22,84 | 1 393 | −14,12 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 13 850 | −1,36 | 339 | 9,03 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 142 624 | −21,26 | 3 486 | −12,85 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 967 | −20,94 | 48 | −11,11 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 59 386 | −3,76 | 1 451 | 6,53 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 691 015 | −10,00 | 16 888 | −0,38 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 16 578 | −43,96 | 405 | −37,98 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 15 322 | −2,48 | 374 | 8,09 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 13 756 | −9,83 | 336 | 0,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 35 790 | −10,23 | 875 | −0,68 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 9 473 | −14,38 | 232 | −5,33 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 96 534 | −5,58 | 2 359 | 4,52 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 499 667 | −0,02 | 12 212 | 10,66 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 111 557 | −6,15 | 2 726 | 3,89 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 798 | −25,35 | 20 | −13,64 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 26 275 | −34,31 | 642 | −27,29 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 75 937 | −49,94 | 1 856 | −44,61 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 51 022 | −31,57 | 1 241 | −24,00 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 510 633 | −3,88 | 12 480 | 6,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 305 338 | −17,98 | 31 902 | −9,21 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 12 508 | −3,36 | 306 | 7,02 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 14 901 | −3,98 | 364 | 6,43 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 29 141 | −0,14 | 712 | 10,56 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 163 843 | −2,76 | 4 | 33,33 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 13 589 | −17,81 | 332 | −9,04 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 92 695 | −1,46 | 2 265 | 9,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 071 | −25,75 | 71 | −21,98 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 120 311 | −1,74 | 2 940 | 8,77 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 62 780 | −3,03 | 1 534 | 7,35 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 10 660 | −32,19 | 261 | −25,07 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 16 840 | −18,56 | 412 | −9,87 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 101 060 | −5,37 | 2 470 | 4,71 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 9 859 | −5,84 | 241 | 3,90 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 65 014 | −1,65 | 1 589 | 8,84 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 61 034 | −4,88 | 1 492 | 5,30 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79 281 | −2,19 | 1 938 | 8,27 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18 699 | −69,65 | 457 | −66,40 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 39 703 | −3,52 | 970 | 6,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 224 976 | −17,17 | 29 938 | −8,31 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 442 772 | −0,37 | 10 821 | 10,28 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 14 802 | −35,16 | 362 | −28,37 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Code Waechter LLC | 187 157 | −17,07 | 4 574 | 114 250,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 525 977 | −3,05 | 12 855 | 7,31 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 339 425 | −2,12 | 8 296 | 8,35 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 837 | −10,50 | 94 | 0,00 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 1 320 728 | −0,29 | 32 | 10,34 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 159 817 | −3,66 | 3 906 | 6,64 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 503 185 | −2,35 | 12 298 | 8,08 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 982 028 | −13,43 | 24 001 | −4,18 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 75 232 | −6,20 | 1 839 | 3,84 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 366 480 | −2,57 | 8 957 | 7,85 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 10 455 | −18,06 | 256 | −9,25 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 22 842 | −37,72 | 558 | −31,03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 1 081 687 | −4,27 | 26 436 | 5,96 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 73 464 | −5,13 | 1 795 | 5,03 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 51 267 | −7,15 | 1 253 | 2,71 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 808 868 | −27,30 | 19 769 | −19,52 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1 746 011 | −3,63 | 42 673 | 6,67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | −98,50 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 30 147 | −82,92 | 747 | −80,84 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 212 311 | −6,23 | 29 629 | 3,79 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 767 910 | −4,95 | 18 768 | 5,21 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 93 216 | −4,13 | 2 278 | 12,38 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16 114 | −23,07 | 394 | −14,94 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 524 647 | −2,78 | 12 822 | 7,61 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 47 301 | −2,44 | 1 156 | 8,04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 823 | −17,20 | 20 | −4,76 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 30 134 | −14,32 | 736 | −4,66 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 77 080 | −2,40 | 1 884 | 8,03 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 848 | −10,69 | 705 | −1,12 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 432 667 | −0,41 | 10 574 | 10,24 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 776 | −21,77 | 288 | −13,55 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 145 154 | −18,66 | 3 548 | −9,97 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 67 827 | −3,95 | 1 658 | 6,29 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 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 | 894 444 | −0,37 | 21 860 | 10,29 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 230 410 | −0,58 | 5 631 | 10,04 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 86 011 | −0,92 | 2 102 | 9,71 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 23 941 | −2,05 | 585 | 8,53 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 114 365 | −2,23 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 846 | −56,88 | 21 | −53,49 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 317 647 | −2,06 | 32 203 | 8,41 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 74 718 | −20,99 | 1 826 | −12,55 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 55 025 | −25,86 | 1 345 | −17,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 222 780 | −93,49 | 29 885 | −92,79 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 78 284 | −0,44 | 1 913 | 10,20 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 12 873 | −14,52 | 315 | −5,42 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 69 183 | −0,51 | 1 691 | 10,10 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 927 718 | −7,17 | 22 673 | 2,76 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 80 118 | −1,89 | 1 958 | 8,60 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 49 292 | −5,40 | 1 234 | 6,47 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 278 331 | −0,22 | 6 802 | 10,44 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 471 543 | −0,27 | 11 525 | 10,38 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 115 248 | −1,52 | 2 817 | 8,98 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 617 821 | −0,31 | 15 100 | 10,35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 830 036 | −34,71 | 20 286 | −27,73 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 43 683 | −4,69 | 1 068 | 5,43 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 9 369 | −1,91 | 229 | 8,57 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 171 845 | −2,88 | 4 200 | 7,50 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 186 356 | −13,51 | 4 555 | −4,27 | ||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 864 340 | −1,81 | 46 | 9,76 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 19 013 | −2,71 | 464 | 7,66 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 47 791 | −4,29 | 1 168 | 5,99 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 6 107 | −0,67 | 149 | 10,37 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 77 799 | −0,02 | 1 901 | 10,65 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 94 865 | −0,70 | 2 318 | 9,91 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 180 361 | −30,80 | 4 408 | −12,40 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 125 | −83,93 | 3 | −82,35 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 77 830 | −0,17 | 1 902 | 10,52 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 38 200 | −6,40 | 934 | 3,55 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 46 993 | −21,61 | 1 149 | −13,23 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 173 468 | −1,57 | 4 240 | 8,94 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 274 107 | −2,50 | 6 699 | 7,93 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 316 693 | −0,39 | 32 180 | 10,25 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 267 073 | −12,17 | 6 527 | −2,79 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 219 964 | −1,94 | 5 376 | 8,52 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 194 411 | −0,04 | 4 751 | 10,64 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 196 736 | −2,01 | 4 808 | 8,46 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 246 977 | −2,55 | 6 036 | 7,86 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 479 964 | −1,44 | 60 610 | 9,09 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 38 171 | −1,02 | 933 | 9,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16 500 | −19,90 | 403 | −11,23 | |||
| 2025-08-13 | 13F | Elgethun Capital Management | 87 618 | −19,42 | 2 141 | −10,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 136 312 | −39,36 | 3 331 | −32,87 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 17 440 | −15,50 | 426 | −6,37 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 119 737 | −3,09 | 2 926 | 7,26 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 130 566 | −1,00 | 3 191 | 9,58 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 67 983 | −0,85 | 1 662 | 9,71 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 656 462 | −9,21 | 16 044 | 0,49 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 272 680 | −1,15 | 6 664 | 9,43 | ||||
| 2025-07-29 | 13F | Creekside Partners | 184 981 | −0,05 | 4 521 | 10,62 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 130 380 | −1,30 | 3 186 | 9,26 | ||||
| 2025-04-14 | 13F | Courier Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 768 166 | −1,26 | 18 774 | 9,29 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 320 492 | −3,59 | 7 833 | 6,70 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 178 884 | −7,00 | 4 372 | 2,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40 514 | −39,66 | 990 | −34,52 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 308 401 | −1,18 | 32 357 | 15,93 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 943 | −0,05 | 267 | 10,79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 027 769 | −1,12 | 25 119 | 11,83 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 416 | −54,72 | 206 | −50,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 42 222 | −7,16 | 1 032 | 2,69 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 724 705 | −0,07 | 17 712 | 10,60 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 20 040 | −2,65 | 490 | 7,71 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 3 667 400 | −5,96 | 80 426 | −13,60 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 21 954 | −2,66 | 485 | −7,28 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 54 210 | −1,02 | 1 325 | 9,51 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 32 701 | −3,51 | 799 | 6,82 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2 336 816 | −8,99 | 57 112 | 0,74 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 2 702 200 | −7,73 | 59 665 | −12,11 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 44 500 | −10,71 | 1 088 | −1,18 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 13 067 | −6,24 | 319 | 3,91 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 94 106 | −0,84 | 2 300 | 9,74 | ||||
| 2025-08-06 | 13F | Phocas Financial Corp. | 102 081 | −0,47 | 2 495 | 10,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17 049 | −3,30 | 417 | 6,94 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 182 839 | −2,74 | 4 469 | 7,66 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 92 357 | −0,51 | 2 257 | 10,15 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 28 721 | −1,68 | 702 | 8,85 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 357 | −51,69 | 9 | −50,00 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 12 906 | −47,08 | 315 | −41,45 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 48 524 | −13,55 | 1 186 | −4,36 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25 599 | −32,48 | 626 | −25,33 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8 765 | −24,62 | 214 | −16,41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18 126 | −9,78 | 443 | −0,23 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9 627 | −19,12 | 235 | −10,31 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 158 153 | −0,30 | 3 865 | 10,37 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 16 104 | −2,42 | 394 | 7,97 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 111 076 | −2,09 | 2 715 | 8,39 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11 661 | −25,56 | 285 | −17,68 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 192 239 | −0,93 | 4 698 | 9,87 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 21 026 | −23,55 | 514 | −15,49 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 8 961 | −26,45 | 219 | −18,59 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 553 509 | −1,49 | 37 968 | 9,03 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 2 106 667 | −0,09 | 46 515 | −4,83 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 600 372 | −9,33 | 136 873 | 0,37 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 10 116 | −6,63 | 247 | 3,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 439 747 | −2,35 | 279 587 | 8,09 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 119 505 | −0,48 | 2 921 | 10,15 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 21 778 | −0,12 | 532 | 10,60 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 17 295 | −3,00 | 423 | 7,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 689 581 | −3,48 | 66 | 6,56 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 31 343 | −1,31 | 766 | 9,27 | ||||
| 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 | 3 239 912 | −0,90 | 79 183 | 9,69 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 57 598 | −34,13 | 1 408 | −27,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 150 787 | −13,28 | 3 685 | −4,01 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 30 773 | −11,51 | 752 | −1,96 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 69 071 | −3,99 | 1 689 | 6,23 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9 266 | −44,91 | 226 | −39,08 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 697 746 | −1,07 | 17 053 | 9,50 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 185 379 | −3,38 | 4 534 | 7,03 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 92 386 | −1,10 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 348 865 | −4,87 | 8 526 | 5,30 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 11 979 | −41,09 | 300 | −31,89 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 59 285 | −0,63 | 1 449 | 9,95 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 187 747 | −44,82 | 4 589 | −38,92 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 26 168 | −3,01 | 640 | 6,31 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 20 147 | −3,18 | 493 | 7,41 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 18 341 | −3,11 | 448 | 7,43 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1 297 177 | −2,80 | 31 703 | 7,59 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 65 078 | −6,22 | 1 591 | 3,79 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 38 188 | −5,26 | 1 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 88 164 | −15,41 | 2 155 | −6,39 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 751 290 | −52,27 | 18 362 | −47,16 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 13 958 | −1,52 | 341 | 9,29 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19 448 | −3,68 | 475 | 6,74 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 151 666 | −10,04 | 3 707 | −0,43 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 506 127 | −1,41 | 12 370 | 9,12 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 197 229 | −2,07 | 4 820 | 8,41 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 573 102 | −6,31 | 14 007 | 3,70 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 70 985 | −8,34 | 1 735 | 1,40 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 191 297 | −26,72 | 4 675 | −18,88 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 487 620 | −1,97 | 11 917 | 8,51 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 18 432 | −0,44 | 450 | 10,29 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 23 369 | −30,13 | 571 | −22,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 628 895 | −2,49 | 235 327 | 7,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 67 394 | −85,47 | 1 647 | −83,92 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 107 095 | −0,17 | 2 617 | 10,52 | ||||
| 2025-05-01 | 13F | Ai Financial Services Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 230 710 | −1,78 | 5 639 | 8,72 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 38 304 | −5,10 | 936 | 5,05 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 67 989 | −3,36 | 1 662 | 6,95 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 21 371 | −4,04 | 522 | 6,31 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 291 116 | −0,54 | 7 115 | 10,09 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 27 186 | −8,09 | 664 | 1,68 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 73 718 | −8,15 | 1 802 | 1,64 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15 864 | −19,61 | 388 | −11,03 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 89 805 | −7,20 | 2 195 | −2,18 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 405 292 | −2,54 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 18 878 | −1,39 | 461 | 9,24 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3 679 430 | −4,14 | 89 925 | 6,11 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 60 898 | −1,54 | 1 488 | 9,01 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 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 | 904 337 | −0,38 | 22 102 | 10,26 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 100 598 | −21,77 | 2 459 | −13,42 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 662 805 | −0,56 | 16 | 14,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 458 386 | −11,22 | 11 203 | −1,74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 11 952 | −12,05 | 292 | −2,67 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 1 543 164 | −2,84 | 37 715 | 7,54 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 7 343 379 | −7,69 | 179 472 | 2,17 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 17 259 | −3,38 | 422 | 6,85 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | −484 294 | −10 621 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 22 250 | −7,48 | 551 | 15,27 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 24 810 353 | −2,11 | 606 365 | 8,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 052 691 | −0,20 | 50 168 | 10,46 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 1 151 806 | −0,31 | 28 150 | 10,34 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 541 186 | −0,03 | 13 227 | 10,66 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 41 337 | −23,00 | 1 010 | −14,77 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 33 618 | −0,08 | 822 | 10,65 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25 407 | −0,87 | 621 | 9,73 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 17 208 | −1,21 | 421 | 9,38 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 410 182 | −38,91 | 10 025 | −32,39 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 73 230 | −3,50 | 1 790 | 6,81 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 36 077 | −0,01 | 882 | 10,68 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 6 136 147 | −0,91 | 149 967 | 9,69 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 18 597 | −19,06 | 455 | −10,45 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 189 024 | −10,60 | 4 620 | −1,05 | ||||
| 2025-07-16 | 13F | Flower City Capital | 118 752 | −0,97 | 2 902 | 9,63 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 573 799 | −49,90 | 14 024 | −44,54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 544 | −7,97 | 282 | 2,17 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 425 566 | −88,74 | 10 401 | −87,54 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 116 293 | −0,03 | 2 842 | 10,67 | ||||
| 2025-08-27 | NP | FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class | 34 267 279 | −10,46 | 837 492 | −0,89 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 328 190 | −0,27 | 8 021 | 10,39 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 271 426 | −19,30 | 6 640 | −10,67 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 233 593 | −2,17 | 30 149 | 8,29 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 131 646 | −11,00 | 3 217 | 10,97 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 18 135 | −0,08 | 443 | 10,75 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 81 736 | −0,26 | 1 998 | 10,39 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 270 326 | −30,32 | 6 696 | −21,83 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 1 154 264 | −2,67 | 28 210 | 7,73 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 32 335 | −0,04 | 790 | 10,64 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 807 | −7,35 | 240 | 2,58 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 60 288 | −0,51 | 1 473 | 10,17 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 108 687 | −0,62 | 2 656 | 10,02 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | SWG1Z - Schwab VIT 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 | 2 792 322 | −0,20 | 68 244 | 10,46 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 55 354 | −2,68 | 1 353 | 7,73 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 10 449 | −1,03 | 255 | 9,44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 597 | −40,40 | 161 | −34,02 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 541 026 | −20,00 | 13 223 | −11,45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 278 875 | −10,15 | 6 816 | −0,55 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 242 746 | −19,38 | 5 933 | −10,77 | ||||
| 2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 125 | −65,00 | 52 | −63,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 302 510 | −0,58 | 31 833 | 10,05 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 287 549 | −0,87 | 7 028 | 9,71 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 833 995 | −0,37 | 20 383 | 10,27 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 42 369 | −2,23 | 1 035 | 8,26 | ||||
| 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 | 2 421 773 | −0,20 | 59 188 | 10,47 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 316 520 | −69,80 | 7 736 | −66,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 36 168 | −2,58 | 799 | −7,21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44 232 | −6,35 | 1 082 | 3,25 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13 275 | −3,41 | 324 | 6,93 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 28 469 | −0,39 | 696 | 10,14 | ||||
| 2025-05-09 | 13F | Ball & Co Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A | 496 705 | −24,92 | 12 139 | −16,90 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 10 195 | −2,59 | 249 | 7,79 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 312 483 | −5,56 | 7 637 | 4,54 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 13 100 | −0,91 | 320 | 9,97 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 82 505 | −1,76 | 2 016 | 8,74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 950 964 | −1,99 | 20 997 | −6,64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 102 103 | −8,79 | 2 495 | 0,97 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 874 417 | −15,15 | 21 371 | −6,08 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 26 640 | −0,33 | 651 | 10,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 36 886 | −2,99 | 901 | 7,39 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 84 637 | −0,60 | 2 069 | 10,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 73 902 | −7,79 | 1 806 | 2,09 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 16 534 | −3,83 | 404 | 6,60 | ||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 312 507 | −0,83 | 8 | 16,67 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 149 253 | −4,39 | 3 648 | 0,80 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 229 386 | −3,02 | 5 606 | 7,35 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 24 | −99,87 | 223 | −46,00 | ||||
| 2025-05-08 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 33 842 | −0,01 | 827 | 10,71 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 44 977 | −1,78 | 1 099 | 8,70 | ||||
| 2025-05-14 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 469 586 | −7,48 | 60 357 | 2,41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 002 549 | −2,32 | 48 942 | 8,12 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 11 443 | −1,48 | 284 | 10,55 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 48 603 | −6,75 | 1 | 0,00 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 9 481 593 | −3,97 | 231 730 | 6,29 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1 209 607 | −22,42 | 29 563 | −14,13 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 37 602 | −2,98 | 919 | 7,37 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 44 899 | −4,81 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 19 393 | −94,29 | 474 | −93,69 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 | −54,68 | 4 | −57,14 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 31 500 | −0,47 | 770 | 10,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 92 724 | −62,04 | 2 266 | −59,98 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 7 300 | −0,91 | 178 | 9,88 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24 187 | −81,72 | 591 | −79,77 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 13 759 | −1,45 | 336 | 9,09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 153 721 | −0,41 | 3 757 | 10,21 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 6 909 908 | −0,70 | 168 878 | 9,91 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 98 810 | −0,44 | 2 415 | 10,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 101 180 | −9,12 | 2 473 | 0,57 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 116 235 | −1,64 | 2 841 | 8,85 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 10 351 | −4,02 | 253 | 5,88 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 297 807 | −1,35 | 7 278 | 9,20 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 152 450 | −4,91 | 3 726 | 5,26 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 837 468 | −16,77 | 20 468 | −7,88 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 45 047 | −1,64 | 1 101 | 8,80 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 66 265 | −0,13 | 1 463 | −4,88 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 17 329 | −1,58 | 424 | 9,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 621 940 | −25,90 | 39 641 | −17,97 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3 050 134 | −2,20 | 74 545 | 8,25 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 806 295 | −0,16 | 44 146 | 10,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 185 343 | −4,80 | 4 530 | 5,37 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 237 395 | −6,22 | 5 802 | 3,79 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 30 975 | −3,59 | 757 | 6,77 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 11 137 | −29,73 | 272 | −22,06 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 90 673 | −0,86 | 2 216 | 9,76 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 15 184 | −1,38 | 371 | 9,44 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 25 651 | −14,21 | 627 | −5,15 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 100 563 | −1,53 | 2 458 | 9,01 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 93 013 | −1,11 | 2 273 | 9,49 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 386 635 | −4,71 | 9 449 | 5,48 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 506 | −29,75 | 330 | −22,17 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 94 377 | −7,11 | 2 307 | 2,90 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1 331 049 | −1,93 | 32 531 | 8,55 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37 406 | −25,26 | 943 | −6,36 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 114 401 | −14,82 | 2 796 | −5,73 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9 003 | −12,07 | 220 | −2,65 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 290 332 | −3,11 | 7 096 | 7,24 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 546 | −24,60 | 258 | −16,56 | ||||
| 2025-05-09 | 13F | Northern Oak Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13 151 | −0,96 | 321 | 9,56 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 10 354 | −14,12 | 253 | −4,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 385 983 | −0,46 | 9 | 12,50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2 581 836 | −19,68 | 63 100 | −11,09 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 737 542 | −4,01 | 18 026 | 6,25 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 206 409 170 | −4,97 | 5 044 640 | 5,19 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 150 067 | −10,86 | 3 668 | −1,32 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 33 836 | −0,37 | 827 | 10,28 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 3 242 100 | −19,76 | 79 237 | −11,18 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 036 958 | −4,04 | 25 343 | 6,22 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 1 135 116 | −1,71 | 27 742 | 8,80 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 134 726 | −0,25 | 3 293 | 10,40 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 63 199 | −0,26 | 1 545 | 10,36 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 130 555 | −0,22 | 27 631 | 10,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 325 833 | −1,12 | 81 210 | 8,71 | ||||
| 2025-04-25 | 13F | Corepath Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 12 649 | −1,90 | 317 | 11,27 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 58 650 | −36,90 | 1 433 | −30,17 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 69 965 | −17,54 | 1 710 | −8,76 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 764 | −18,78 | 43 | −8,51 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 276 008 | −17,89 | 6 746 | −9,11 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 71 495 | −1,59 | 1 747 | 8,92 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 223 930 | −0,75 | 55 | 10,20 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 17 468 | −1,94 | 446 | 13,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19 230 | −0,07 | 470 | 10,61 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 75 099 | −1,54 | 1 835 | 8,97 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 131 035 | −50,77 | 3 202 | −45,51 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 187 840 | −13,10 | 4 591 | −3,81 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1 279 519 | −2,00 | 31 271 | 8,48 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 071 107 | −1,00 | 26 178 | 9,58 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 115 971 | −4,45 | 2 834 | 5,79 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 90 691 | −21,42 | 2 216 | −13,03 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 842 324 | −3,96 | 142 786 | 6,30 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 86 938 | −0,38 | 2 125 | 10,28 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 4 839 557 | −23,95 | 118 278 | −15,82 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1 190 600 | −1,19 | 29 098 | 5,78 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 859 916 | −1,55 | 21 016 | 8,97 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 42 351 | −0,06 | 1 035 | 10,70 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 502 032 | −5,88 | 36 710 | 4,18 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 429 052 | −0,30 | 34 926 | 10,36 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 96 119 | −0,40 | 2 349 | 10,28 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 69 678 | −12,52 | 1 703 | −3,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 041 | −82,33 | 25 | −80,77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 090 995 | −30,40 | 271 064 | −22,96 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 9 724 | −27,52 | 238 | −19,93 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 2 752 407 | −7,45 | 59 665 | −13,45 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 618 623 | −2,83 | 79 899 | −7,44 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1 304 009 | −7,95 | 31 870 | 1,88 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 257 657 | −2,33 | 6 297 | 8,12 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 39 715 | −10,69 | 971 | −1,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 743 439 | −11,56 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 4 373 | −18,84 | 107 | −10,17 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 430 465 | −8,66 | 10 521 | 1,11 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 186 499 | −1,13 | 4 558 | 9,44 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 21 368 | −2,30 | 522 | 8,30 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Narwhal Capital Management | 12 179 | −4,29 | 298 | 6,07 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 55 773 | −0,18 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 189 182 | −6,97 | 4 624 | 2,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19 979 | −20,63 | 488 | −12,07 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 998 568 | −2,75 | 73 285 | 7,65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 56 039 | −2,50 | 1 370 | 7,88 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 93 745 | −19,79 | 2 291 | −11,20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 53 842 | −17,74 | 1 316 | −13,32 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29 293 | −8,08 | 716 | 1,71 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 138 223 | −93,58 | 3 378 | −93,23 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 13 320 | −1,79 | 326 | 8,70 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 36 641 | −1,35 | 896 | 21,27 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 87 369 | −0,78 | 2 135 | 9,83 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 9 878 | −9,08 | 241 | 0,84 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 127 621 | −44,11 | 2 818 | −46,77 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16 207 | −59,86 | 396 | −55,56 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 17 | −93,80 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 327 241 | −3,67 | 32 438 | 6,63 | ||||
| 2025-05-09 | 13F | West Michigan Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 27 373 | −86,42 | 669 | −84,97 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 273 536 | −12,95 | 6 685 | −3,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 457 631 | −9,65 | 11 184 | −0,40 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48 997 | −0,59 | 1 237 | 13,60 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16 580 | −44,91 | 405 | −39,01 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 43 201 | −15,68 | 1 056 | −6,72 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 410 397 | −44,35 | 34 470 | −38,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 91 552 | −3,63 | 2 238 | 1,59 | ||||
| 2025-04-28 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15 285 | −7,83 | 374 | 1,91 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 173 031 | −4,02 | 4 229 | 6,23 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 30 790 | −29,38 | 1 |
