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 | Sequoia Financial Advisors, LLC | 21 225 | −6,90 | 2 881 | −6,89 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 66 230 | −0,33 | 8 989 | −0,29 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 15 613 | −1,14 | 2 119 | −1,07 | ||||
| 2025-05-14 | 13F | Full Sail Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 80 276 | −5,07 | 10 898 | −5,03 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21 636 | −2,37 | 2 937 | 6,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 336 | −9,50 | 860 | −9,48 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7 644 | −3,17 | 1 037 | −3,17 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 314 | −2,82 | 596 | −1,49 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 7 855 | −55,76 | 1 066 | −55,73 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 250 | −84,33 | 34 | −84,72 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 7 883 | −1,36 | 1 070 | −1,38 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 758 | −19,54 | 374 | −19,57 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 650 | −34,19 | 360 | −34,25 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 9 214 | −1,01 | 1 251 | −0,95 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32 909 | −5,77 | 4 467 | −5,74 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 656 | −25,65 | 1 039 | −25,63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 803 | −63,21 | 1 738 | −63,21 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7 160 | −11,42 | 972 | −11,41 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 17 328 | −1,95 | 2 400 | 2,43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 471 | −1,98 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 86 | −15,69 | 12 | −15,38 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 356 | −6,72 | 1 270 | −6,69 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 6 838 | −26,42 | 928 | −26,35 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 26 498 | −14,57 | 3 597 | −14,54 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 979 | −6,20 | 540 | −6,09 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 12 183 | −0,37 | 1 654 | −0,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 404 602 | −1,75 | 1 005 027 | −1,72 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 826 | −1,40 | 384 | −1,29 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 16 105 | −52,44 | 2 186 | −52,44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 039 | −1,88 | 820 | −1,92 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 572 | −66,11 | 78 | −66,38 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 610 | −3,65 | 354 | −3,54 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 57 035 | −7,50 | 7 741 | −7,47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 100 578 | −0,77 | 13 652 | −0,73 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 76 372 | −0,25 | 10 366 | −0,21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 075 | −63,37 | 553 | −63,35 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5 078 | −26,70 | 689 | −26,62 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 4 642 | −0,71 | 630 | −0,63 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 195 246 | −3,36 | 26 501 | −3,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 381 | −9,22 | 2 359 | −9,16 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 70 794 | −2,04 | 9 609 | −2,01 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 15 407 | −4,98 | 2 091 | −4,95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 4 607 | −1,01 | 625 | −0,95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 58 519 | −1,75 | 8 | −12,50 | ||||
| 2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 102 235 | −1,13 | 13 876 | −1,09 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9 334 | −8,31 | 1 267 | −8,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 080 | −6,40 | 961 | −6,43 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 730 | −11,41 | 778 | −11,40 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18 535 | −4,89 | 2 516 | −4,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 956 | −5,70 | 11 | −9,09 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 685 | −5,50 | 229 | −5,39 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 534 | −12,47 | 2 651 | −12,42 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2 124 | −8,80 | 288 | −4,95 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 911 | −0,24 | 395 | 0,77 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 7 805 | −5,22 | 1 059 | −5,19 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 460 | −3,36 | 605 | −3,35 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 16 269 | −0,01 | 2 208 | 0,05 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 844 | −46,63 | 250 | −46,58 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1 663 | −36,28 | 226 | −36,44 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3 022 | −9,03 | 410 | −8,89 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 240 | −6,43 | 711 | −6,32 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 203 | −8,98 | 435 | −9,01 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 14 569 | −0,21 | 1 977 | −0,15 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 485 | −0,40 | 609 | −0,33 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80 175 | −0,60 | 10 882 | −0,56 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 4 527 | −3,97 | 614 | −3,91 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 344 | −7,86 | 318 | −7,83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16 105 | −0,97 | 2 186 | −0,95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 64 050 | −2,03 | 8 694 | −2,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 451 468 | −0,16 | 197 008 | −0,12 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 884 | −91,03 | 256 | −90,88 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 13 858 | −0,72 | 1 881 | −0,63 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 237 | −1,98 | 168 | −2,34 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10 595 | −0,52 | 1 438 | −0,42 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 848 | −53,80 | 649 | 19,56 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 25 200 | −5,97 | 3 420 | −4,95 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 777 | −25,39 | 513 | −25,36 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 61 306 | −2,46 | 8 321 | −2,42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 30 309 | −1,85 | 4 114 | −1,81 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 22 734 | −16,65 | 3 086 | −16,62 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4 154 | −12,73 | 564 | −12,56 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 19 164 | −14,27 | 2 601 | −14,24 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 757 | −0,02 | 1 449 | 4,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 5 035 | −16,56 | 683 | −16,50 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 38 652 | −0,62 | 5 246 | −0,59 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 753 | −2,37 | 509 | −2,30 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 10 218 | −1,52 | 1 387 | −1,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 109 502 | −7,46 | 14 863 | −7,42 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 327 | −3,10 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 213 | −3,93 | 843 | −3,77 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 80 808 | −0,60 | 10 968 | −0,56 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5 684 | −4,58 | 771 | −4,58 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 935 | −10,53 | 1 620 | −10,50 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 527 | −5,21 | 1 429 | −5,18 | ||||
| 2025-05-14 | 13F | Broadleaf Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 105 | −9,48 | 14 | −6,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 116 618 | −1,50 | 15 829 | −1,47 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 19 980 | −0,50 | 2 712 | −0,48 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 26 899 | −1,41 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 217 | −2,69 | 29 | −3,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 016 | −10,16 | 409 | −10,11 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14 255 | −1,36 | 1 935 | −1,33 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1 798 | −3,64 | 244 | −3,56 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 3 012 | −12,62 | 409 | −12,63 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 61 019 | −6,10 | 8 282 | −6,06 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 433 | −26,47 | 602 | −26,44 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 123 | −0,29 | 831 | −0,24 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 823 | −15,50 | 112 | −15,91 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 752 | −12,16 | 1 459 | −12,11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 7 853 | −78,93 | 1 066 | −78,94 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 257 | −31,94 | 306 | −31,85 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 9 437 | −1,42 | 1 281 | −1,39 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 10 545 | −3,65 | 1 431 | −3,64 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 039 685 | −6,55 | 141 | −6,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 286 592 | −22,20 | 38 899 | −22,17 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 1 953 | −14,60 | 265 | −14,84 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 260 | −27,78 | 35 | −27,08 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 11 382 | −2,12 | 1 545 | 1,18 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4 771 143 | −1,94 | 647 588 | −1,91 | ||||
| 2025-04-30 | 13F | New Insight Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 211 883 | −0,68 | 164 489 | −0,64 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 146 | −18,12 | 291 | −18,03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5 919 | −7,66 | 803 | −7,59 | ||||
| 2025-05-15 | 13F | MidWestOne Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Values Added Financial LLC | 3 252 | −1,81 | 441 | −1,78 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 3 251 | −5,80 | 441 | −5,77 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29 348 | −0,22 | 3 983 | −0,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23 900 | −21,12 | 3 244 | −21,11 | |||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 9 227 | −0,22 | 1 252 | −0,16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 698 829 | −0,54 | 94 852 | −0,50 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 001 | −42,10 | 815 | −42,11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14 122 | −15,83 | 1 917 | −15,82 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 102 333 | −1,70 | 13 889 | −1,66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 800 | −59,86 | 1 602 | −59,85 | ||||
| 2025-05-15 | 13F | Second Line Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 482 267 | −3,02 | 65 458 | −2,99 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5 975 | −1,81 | 1 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 495 | −23,79 | 1 424 | −23,77 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 5 518 | −4,15 | 749 | −4,23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 557 | −11,72 | 5 505 | −11,68 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 622 | −2,47 | 627 | −2,49 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 34 108 | −1,81 | 4 629 | −1,78 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 40 117 | −1,26 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 271 | −12,71 | 173 | −12,69 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1 075 337 | −7,21 | 145 958 | −7,17 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 729 | −9,84 | 1 456 | −9,79 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10 917 | −2,33 | 1 482 | −2,31 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14 240 | −4,17 | 1 974 | −2,13 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 705 | −15,17 | 231 | −15,07 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 97 187 | −7,45 | 13 186 | −4,94 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 7 720 | −7,99 | 1 048 | −8,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 980 | −1,39 | 540 | −1,28 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 50 | −83,87 | 7 | −83,33 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 644 | −14,73 | 1 038 | −14,72 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 500 | −3,19 | 1 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 425 | −2,66 | 193 | −2,53 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 687 | −1,60 | 1 043 | −1,51 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 60 | −14,29 | 0 | |||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 61 066 | −38,69 | 8 288 | −38,67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 978 | −14,04 | 268 | −14,10 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 2 395 | −4,01 | 325 | −3,85 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 435 | −0,96 | 602 | −0,99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 46 203 | −0,16 | 6 271 | 3,53 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 107 869 | −2,68 | 14 641 | −2,64 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 2 007 | −93,61 | 272 | −93,18 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10 458 | −49,27 | 1 420 | −49,27 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 15 469 | −0,47 | 2 147 | 13,61 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 23 638 | −2,82 | 3 208 | −2,79 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 20 024 | −6,00 | 2 718 | −5,99 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 171 313 | −1,12 | 23 252 | −1,08 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 534 | −5,13 | 208 | −5,02 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3 167 | −3,06 | 430 | −3,16 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 1 615 | −5,44 | 223 | 0,90 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 84 459 | −1,31 | 11 464 | −1,28 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 312 | −1,44 | 1 703 | 5,32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 711 | −35,85 | 775 | −35,84 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 445 | −1,49 | 332 | −1,49 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 6 078 | −1,62 | 825 | −1,67 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 10 510 | −3,53 | 1 427 | −3,52 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 7 150 | −8,33 | 970 | −8,32 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 11 518 | −34,05 | 1 563 | −34,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 237 779 | −2,07 | 32 274 | −2,04 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 588 | −57,97 | 351 | −57,96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 116 | −1,34 | 1 916 | −1,29 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 23 461 | −20,04 | 3 184 | −20,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 012 | −33,02 | 273 | −32,92 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 60 366 | −9,67 | 8 193 | −9,64 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2 043 | −2,39 | 277 | −2,12 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 189 852 | −0,76 | 25 769 | −0,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 796 | −3,58 | 2 415 | −3,55 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 47 063 | −0,38 | 6 388 | −0,36 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 | −66,67 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 702 | −7,05 | 231 | −6,85 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 990 007 | −3,39 | 134 374 | −3,36 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 3 760 | −0,40 | 510 | −0,39 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 4 300 | −0,74 | 584 | −0,68 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 694 | −10,51 | 501 | −10,54 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4 953 | −11,51 | 672 | −11,46 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 663 | −19,93 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 53 283 | −2,91 | 7 232 | −2,87 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15 287 | −2,70 | 2 075 | −2,67 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 939 | −1,24 | 399 | −1,24 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 63 115 | −0,35 | 8 567 | −0,31 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 107 361 | −0,55 | 14 572 | −0,51 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 950 | −0,24 | 400 | −0,25 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 4 959 | −11,57 | 692 | −8,47 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 226 252 | −2,93 | 31 | −3,23 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 1 651 | −24,51 | 224 | −24,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 43 449 | −0,72 | 5 899 | −0,64 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 29 462 | −11,90 | 3 999 | −11,88 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 666 | −1,85 | 508 | 6,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14 100 | −30,20 | 1 914 | −30,18 | |||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9 320 | −7,57 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 093 | −25,65 | 691 | −25,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 100 | −68,66 | 285 | −68,65 | |||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 492 | −0,81 | 67 | −1,49 | ||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2 066 | −7,35 | 280 | −7,28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21 548 | −4,81 | 2 925 | −4,79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 105 031 | −2,51 | 14 256 | −2,48 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 449 | −9,48 | 61 | −10,45 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 8 516 | −0,12 | 1 156 | −0,09 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Charter Trust Co | 10 123 | −0,56 | 1 374 | −0,58 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14 544 | −0,22 | 1 974 | −0,15 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 975 | −0,41 | 132 | 0,00 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 27 543 | −27,87 | 3 738 | −27,85 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 3 199 | −8,29 | 434 | −8,25 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 3 651 | −9,00 | 496 | −9,01 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38 606 | −3,34 | 5 240 | −3,30 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 25 336 | −2,15 | 3 439 | −2,13 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 23 300 | −0,28 | 3 163 | −0,25 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 1 689 | −19,23 | 229 | −19,08 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 8 716 | −2,81 | 1 183 | −0,08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 6 050 | −2,26 | 821 | −2,15 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 790 | −5,15 | 650 | −5,11 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 3 763 | −25,74 | 511 | −25,76 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2 027 | −0,15 | 275 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 680 | −5,73 | 1 314 | −5,74 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 9 830 | −2,18 | 1 334 | −2,13 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13 469 | −10,24 | 1 828 | −10,17 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 19 014 | −0,13 | 2 581 | −0,12 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 667 | −28,01 | 633 | −27,99 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 2 554 | −48,86 | 347 | −48,89 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 11 040 | −0,68 | 1 498 | −0,66 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 78 470 | −6,21 | 10 651 | −6,18 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 653 | −1,51 | 89 | −1,12 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 13 655 | −1,92 | 1 853 | −1,85 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 49 027 | −2,70 | 6 655 | −2,66 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 453 | −1,85 | 469 | −1,89 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 3 005 | −1,96 | 408 | −1,93 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7 796 | −17,55 | 1 058 | −17,47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 19 401 | −53,42 | 2 633 | −52,75 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 622 | −51,90 | 220 | −51,86 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 9 188 | −3,67 | 1 247 | −3,63 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 324 | −23,58 | 44 | −24,56 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 189 | −48,11 | 5 196 | −47,96 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20 677 | −2,39 | 2 806 | −2,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76 233 | −7,50 | 10 347 | −7,46 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 2 447 | −0,93 | 332 | −0,90 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 51 429 | −1,69 | 6 980 | −1,65 | ||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 2 061 | −3,47 | 280 | −3,46 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 2 656 | −0,64 | 361 | −0,55 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2 274 | −8,27 | 309 | −8,33 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 33 638 | −0,77 | 4 566 | −0,74 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 72 272 | −0,43 | 9 809 | −0,39 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 18 251 | −2,61 | 2 477 | 0,08 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26 972 | −2,85 | 3 661 | −2,81 | ||||
| 2025-05-15 | 13F | Allred Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 341 388 | −1,32 | 46 337 | −1,29 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 105 821 | −3,80 | 14 363 | −3,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 810 035 | −2,54 | 109 946 | −2,50 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 514 569 | −1,21 | 69 842 | −1,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20 128 | −1,48 | 2 732 | −1,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 6 472 | −91,52 | 878 | −91,34 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 14 030 | −4,22 | 1 922 | −3,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117 933 | −6,93 | 16 007 | −6,89 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 93 759 | −0,79 | 12 726 | −0,76 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 205 196 | −0,20 | 27 851 | −0,16 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 607 | −16,00 | 218 | −15,83 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 587 | −45,54 | 487 | −45,58 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 11 183 | −2,06 | 2 | −99,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 218 | −15,65 | 2 886 | −15,59 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 718 | −5,60 | 1 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5 616 | −28,19 | 762 | −28,18 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 87 936 | −1,25 | 11 936 | −1,21 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 314 | −0,73 | 1 536 | −0,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40 107 | −1,92 | 5 444 | −1,89 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 21 144 | −8,05 | 2 870 | −8,02 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 8 237 | −0,13 | 1 143 | 12,17 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 790 | −1,29 | 922 | −1,29 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 936 | −1,06 | 127 | 1,61 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 481 | −22,29 | 65 | −21,69 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 402 | −1,48 | 733 | −1,35 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 35 089 | −0,52 | 4 763 | −0,48 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 3 434 | −6,63 | 466 | −6,61 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 539 | −33,77 | 888 | −33,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 90 620 | −0,44 | 12 300 | −0,41 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 4 522 | −11,25 | 1 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 455 | −0,11 | 1 826 | −0,05 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5 793 | −1,45 | 1 | −100,00 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 684 | −1,76 | 364 | −1,62 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 589 | −10,72 | 487 | −10,64 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4 108 | −1,44 | 558 | −1,42 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 41 416 | −0,58 | 5 621 | −0,53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 55 107 | −4,09 | 7 480 | −4,05 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 604 371 | −3,64 | 217 465 | −4,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 202 773 | −3,58 | 27 522 | −3,54 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 4 920 | −42,99 | 662 | −44,55 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 2 461 | −1,56 | 334 | −1,47 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5 537 | −15,27 | 752 | −15,24 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 13 385 | −3,40 | 1 817 | −3,40 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 206 183 | −2,06 | 27 985 | −2,02 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 766 | −3,78 | 511 | −3,77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 18 977 | −6,24 | 2 576 | −6,23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 38 346 | −2,39 | 5 065 | −4,97 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 159 493 | −32,23 | 21 645 | −32,22 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 2 406 | −12,06 | 327 | −12,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 440 | −2,25 | 738 | −2,25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 278 925 | −14,55 | 37 859 | −14,52 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 822 | −47,95 | 2 419 | −47,94 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11 615 | −3,66 | 1 577 | −3,61 | ||||
| 2025-07-16 | 13F | American National Bank | 2 292 | −18,29 | 311 | −18,16 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22 539 | −15,95 | 3 059 | −15,92 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4 606 | −21,83 | 625 | −21,78 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 551 | −14,26 | 211 | −14,29 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 3 641 | −0,27 | 504 | 1,41 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 3 825 | −8,82 | 519 | −8,79 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 5 203 | −33,20 | 706 | −33,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 574 | −2,44 | 1 978 | −2,37 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 662 | −25,10 | 768 | −23,05 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11 834 | −2,09 | 1 606 | −2,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 087 | −1,76 | 3 812 | −1,73 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 9 154 | −5,08 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 138 | −3,92 | 426 | −4,06 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6 924 | −7,43 | 940 | −4,96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 114 | −3,93 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 624 | −13,57 | 220 | −13,39 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 39 215 | −1,03 | 5 323 | −1,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 38 383 | −27,38 | 5 210 | −27,35 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 554 | −0,70 | 482 | −0,62 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 4 524 | −0,90 | 614 | −0,81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 361 | −13,86 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 567 632 | −2,91 | 212 775 | −2,87 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2 333 | −60,78 | 317 | −60,84 | ||||
| 2025-07-11 | 13F | Baugh & Associates, LLC | 2 135 | −8,68 | 281 | −9,09 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10 927 | −10,26 | 1 483 | −10,23 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 3 091 | −20,09 | 420 | −20,04 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 034 | −0,40 | 563 | 2,55 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 52 633 | −45,76 | 7 144 | −45,75 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 135 | −4,47 | 290 | −4,62 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 14 514 | −0,19 | 1 970 | −0,20 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35 539 | −17,59 | 4 824 | −17,57 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 4 248 | −3,41 | 577 | −3,36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 25 239 | −3,54 | 3 426 | −3,52 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 8 244 | −15,72 | 1 119 | −15,75 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 156 359 | −15,72 | 21 223 | −15,69 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 25 705 | −0,70 | 3 488 | 1,99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 4 217 | −0,17 | 572 | −0,17 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 417 | −16,23 | 464 | −16,27 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 44 769 | −6,66 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 803 | −2,06 | 516 | −1,90 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 092 | −0,06 | 962 | 2,67 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 862 | −1,11 | 931 | −1,06 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 618 | −0,78 | 1 034 | −0,77 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 60 071 | −3,09 | 8 153 | −3,06 | ||||
| 2025-05-15 | 13F | Apriem Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 741 | −21,67 | 101 | −21,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 641 404 | −5,83 | 87 | −5,43 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 400 | −1,51 | 1 276 | −1,47 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3 870 | −2,76 | 525 | −2,78 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1 562 | −6,07 | 212 | −6,22 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3 835 | −10,65 | 521 | −10,65 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 904 | −11,65 | 1 073 | −11,62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 407 | −3,87 | 1 684 | −3,77 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 361 | −41,21 | 49 | −42,17 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 867 | −23,19 | 1 475 | −23,19 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2 581 | −2,82 | 350 | −2,78 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 1 612 | −0,62 | 219 | −0,91 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9 437 | −5,97 | 1 281 | −5,95 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 9 131 | −1,40 | 1 239 | −1,35 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 8 988 | −4,21 | 1 220 | −4,24 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 6 392 | −9,87 | 868 | −9,88 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 612 | −3,83 | 355 | −3,80 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 5 636 | −0,88 | 765 | −0,91 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 616 | −0,88 | 1 848 | −0,81 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 194 | −0,57 | 1 112 | −0,54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 22 561 | −0,21 | 3 062 | −0,16 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 21 272 | −22,85 | 2 887 | −22,81 | ||||
| 2025-09-03 | 13F | American Trust | 29 907 | −4,61 | 4 059 | −4,56 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 43 976 | −6,87 | 5 969 | −6,84 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32 950 | −3,00 | 4 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 970 | −19,83 | 132 | −17,61 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 5 736 | −7,12 | 779 | −7,05 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 583 | −11,24 | 351 | −11,17 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 064 | −38,96 | 144 | −38,98 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 757 | −30,17 | 103 | −30,61 | ||||
| 2025-04-28 | 13F | Wcm Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 30 930 | −3,87 | 4 198 | −3,83 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32 088 | −0,08 | 4 428 | 1,82 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 727 | −5,14 | 642 | −5,18 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50 281 | −6,34 | 6 825 | −6,32 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 12 177 | −3,09 | 1 653 | −3,05 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 25 220 | −12,42 | 3 423 | −12,39 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 200 | −73,33 | 27 | −73,27 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 731 200 | −0,87 | 99 246 | −0,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 189 622 | −7,67 | 297 196 | −7,64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 551 | −0,51 | 211 | −0,47 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 134 | −5,89 | 1 240 | −5,85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 215 | −1,88 | 1 251 | −1,88 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 273 | −25,68 | 1 123 | −25,70 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 629 | −2,05 | 493 | −1,99 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 212 | −23,47 | 29 | −24,32 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 737 | −3,70 | 643 | −3,75 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 654 | −8,84 | 767 | −8,80 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 240 | −8,75 | 33 | −8,57 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 840 | −12,94 | 521 | −12,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 112 981 | −2,11 | 15 335 | −2,08 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 10 269 | −2,70 | 1 386 | −1,98 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 021 | −38,89 | 1 224 | −37,23 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 866 | −4,59 | 660 | −4,49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 439 | −2,67 | 1 688 | −2,65 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 27 148 | −2,47 | 3 685 | −2,44 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 537 | −2,93 | 1 | |||||
| 2025-07-29 | 13F | United Bank | 5 622 | −0,48 | 763 | −0,39 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 28 | −75,65 | 4 | −80,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 36 336 | −6,76 | 4 932 | −6,73 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Equitable Trust Co | 3 078 | −21,64 | 418 | −21,62 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 43 896 | −0,18 | 5 958 | −0,15 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 37 131 | −0,74 | 5 143 | 1,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 029 | −6,50 | 547 | −6,51 | ||||
| 2025-08-12 | 13F | Bokf, Na | 110 033 | −0,28 | 14 935 | −0,24 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 5 307 | −0,73 | 720 | −0,69 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2 254 | −4,49 | 306 | −1,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 30 821 | −5,59 | 4 183 | −5,55 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 040 | −16,01 | 1 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3 380 | −3,57 | 459 | −3,58 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 185 | −5,86 | 704 | −5,89 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 53 407 | −7,09 | 7 249 | −7,05 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 24 843 | −3,49 | 3 372 | −3,47 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 901 | −5,80 | 665 | −5,67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 28 516 | −5,34 | 3 871 | −5,26 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 28 335 | −7,45 | 3 846 | −7,42 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 180 | −3,74 | 24 | −4,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 14 506 | −37,36 | 2 | −66,67 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 283 959 | −0,90 | 38 542 | −0,86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 780 | −1,03 | 377 | −1,05 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 15 244 | −22,47 | 2 069 | −22,42 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 477 | −3,15 | 201 | −2,91 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 1 530 | −10,53 | 208 | −10,78 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 98 106 | −1,18 | 13 316 | −1,14 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2 338 | −7,73 | 317 | −7,58 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 25 715 | −0,19 | 3 490 | −0,14 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 |
