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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 575 263 | −10,25 | 20 968 | −2,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16 921 | −3,05 | 597 | 2,05 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 87 635 | −11,62 | 3 092 | −6,93 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 788 | −54,21 | 28 | −52,63 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 17 714 | −0,88 | 625 | 4,35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 71 975 | −29,80 | 2 539 | −26,06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 70 306 | −26,92 | 2 480 | −23,03 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19 015 | −64,75 | 671 | −62,92 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 28 257 | −80,64 | 997 | −79,63 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 48 472 | −47,63 | 1 710 | −44,84 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23 435 | −8,88 | 1 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 40 943 | −50,16 | 1 444 | −47,51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8 103 | −38,60 | 286 | −35,52 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 18 659 | −8,67 | 658 | −3,80 | ||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 586 154 | −15,47 | 20 694 | −10,95 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7 575 | −18,90 | 267 | −14,42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 5 910 | −64,62 | 209 | −62,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28 856 | −5,02 | 1 018 | 0,10 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 307 056 | −28,57 | 10 833 | −24,78 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 | −95,38 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 36 937 | −5,60 | 1 303 | −0,53 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6 867 | −9,18 | 242 | −4,35 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 109 078 | −6,32 | 3 848 | −1,33 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18 666 | −91,39 | 659 | −90,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 89 447 | −13,05 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 890 125 | −1,33 | 102 | 3,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 213 476 | −11,77 | 7 531 | −7,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181 321 | −2,14 | 6 397 | 3,08 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 972 | −89,43 | 70 | −88,96 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 024 | −98,21 | 318 | −98,11 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 127 804 | −0,99 | 4 509 | 4,26 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 40 287 | −4,98 | 1 421 | 0,07 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 197 707 | −47,65 | 6 975 | −44,87 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 67 871 | −20,77 | 2 440 | −14,99 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 8 806 | −10,08 | 311 | −5,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 308 708 | −24,80 | 10 891 | −20,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82 343 | −0,81 | 2 905 | 4,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 22 817 | −0,78 | 805 | 4,42 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 70 270 | −11,08 | 2 479 | −6,35 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 969 | −53,28 | 740 | −50,83 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 51 388 | −31,88 | 1 813 | −28,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 599 077 | −7,22 | 21 135 | −2,29 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 561 | −11,53 | 902 | −6,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 394 835 | −29,15 | 13 930 | −25,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 132 | −79,69 | 5 | −80,95 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 127 274 | −9,48 | 4 490 | −4,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 463 545 | −0,46 | 122 195 | 4,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 974 264 | −5,06 | 104 932 | −0,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 786 141 | −1,82 | 204 135 | 3,39 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 74 422 | −19,55 | 2 626 | −15,27 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 43 738 | −1,17 | 1 543 | 4,12 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 357 | −39,18 | 0 | |||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 050 | −32,97 | 110 | −28,76 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 8 196 | −6,83 | 289 | −1,70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 82 114 | −3,92 | 2 897 | −5,42 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 425 | −6,16 | 297 | −1,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 92 965 | −41,16 | 3 280 | −38,05 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84 821 | −9,73 | 2 992 | −4,93 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 45 340 | −3,00 | 1 600 | 2,17 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 10 952 | −0,16 | 386 | 5,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101 325 | −18,86 | 3 575 | −14,56 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 10 239 | −27,88 | 361 | −24,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14 658 | −67,53 | 527 | −63,27 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39 840 | −5,71 | 1 406 | −0,71 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 046 | −3,37 | 143 | 1,43 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 90 145 | −1,52 | 3 180 | 3,72 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 202 011 | −3,31 | 7 127 | 1,81 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 790 | −15,41 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 953 881 | −35,60 | 33 653 | −32,18 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 287 565 | −4,20 | 10 145 | 0,90 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 22 465 | −6,83 | 793 | −1,86 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 126 939 | −33,63 | 4 478 | −30,11 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13 317 | −9,33 | 470 | −4,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30 655 | −13,39 | 1 081 | −8,78 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | −94,12 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 5 500 | −12,14 | 194 | −7,18 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 191 104 | −62,43 | 6 742 | −60,44 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 650 888 | −3,30 | 22 963 | 1,84 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 720 | −41,05 | 96 | −38,31 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 6 401 958 | −5,15 | 225 861 | −0,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 972 064 | −9,55 | 422 374 | −4,74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 188 174 | −71,34 | 6 468 | −68,57 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 108 990 | −1,47 | 3 845 | 3,78 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 130 277 | −2,22 | 4 596 | 2,98 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21 831 | −1,37 | 770 | 3,91 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 77 575 | −0,89 | 2 781 | 6,10 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 48 337 | −88,58 | 1 705 | −87,98 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86 879 | −5,70 | 2 910 | −11,90 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 018 669 | −3,82 | 424 019 | 1,29 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 24 769 | −5,19 | 874 | −0,23 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 587 932 | −6,85 | 20 742 | −1,89 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 14 097 | −18,09 | 497 | −13,72 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 10 174 | −2,86 | 359 | 2,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 265 220 | −0,42 | 44 637 | 4,88 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 22 805 | −0,90 | 805 | 4,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 502 386 | −16,30 | 17 724 | −11,85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 643 785 | −1,65 | 22 713 | 3,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 610 | −0,13 | 1 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 54 115 | −13,00 | 1 909 | −8,35 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 74 700 | −7,79 | 2 635 | −2,88 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 101 952 | −14,99 | 3 597 | −10,48 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 370 | −19,41 | 436 | −15,18 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 16 631 | −30,58 | 598 | −20,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160 097 | −11,47 | 5 648 | −6,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 242 835 | −14,65 | 8 579 | −10,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 780 | −10,34 | 627 | −5,57 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 372 | −5,40 | 225 | −0,44 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 38 931 | −1,84 | 1 373 | 3,39 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 172 601 | −8,38 | 6 089 | −3,50 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 122 024 | −6,37 | 4 305 | −1,40 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 555 | −45,29 | 56 | −42,11 | ||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 50 070 | −6,82 | 1 766 | −1,89 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 623 | −35,90 | 57 | −32,14 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 66 734 | −11,47 | 2 236 | −17,28 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 29 910 | −36,41 | 1 055 | −33,02 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 465 | −1,37 | 404 | 3,86 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 16 473 | −21,72 | 585 | −17,16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 57 031 | −0,19 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14 022 | −89,58 | 495 | −89,04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 237 668 | −0,68 | 79 | 4,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86 994 | −40,42 | 3 069 | −37,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 597 | −23,22 | 162 | −19,00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 412 | −4,63 | 14 | −13,33 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 44 246 | −10,88 | 1 561 | −6,13 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 18 016 | −4,07 | 636 | 0,95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17 339 | −23,78 | 612 | −19,82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 14 492 | −0,75 | 511 | 4,50 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 72 649 | −3,72 | 2 563 | 1,42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34 742 | −11,73 | 1 226 | −7,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 306 468 | −12,88 | 46 092 | −8,25 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 60 912 | −2,98 | 2 149 | 2,14 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 178 088 | −17,26 | 6 283 | −12,87 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19 276 | −14,76 | 680 | −10,17 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 166 163 | −6,02 | 5 862 | −1,01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 92 821 | −0,96 | 3 275 | 4,30 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19 850 | −2,78 | 700 | 2,49 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Prasad Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 135 140 | −8,41 | 4 768 | −3,56 | ||||
| 2025-05-12 | 13F | Astor Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 23 603 | −11,19 | 833 | −6,52 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 966 | −33,13 | 704 | −29,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 371 783 | −15,20 | 83 676 | −10,70 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 43 808 | −21,74 | 1 546 | −17,60 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 | −97,99 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 65 650 | −10,81 | 2 316 | −6,04 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 368 266 | −5,80 | 259 952 | −0,80 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 7 340 | −10,98 | 259 | −6,52 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 237 853 | −3,39 | 8 391 | 1,75 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38 665 | −0,08 | 1 364 | 5,25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 193 504 | −24,75 | 42 107 | −20,76 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 11 625 | −8,44 | 410 | −3,53 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 36 041 | −0,41 | 1 272 | 4,87 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271 747 | −8,65 | 9 587 | −3,79 |
