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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7 699 | −0,23 | 775 | −0,13 | ||||
| 2025-08-14 | 13F | Ursa Fund Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | −4,53 | 40 | −4,76 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 2 004 | −8,62 | 202 | −8,64 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42 623 | −46,70 | 4 292 | −46,69 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 11 229 | −5,18 | 1 131 | −5,20 | ||||
| 2025-05-15 | 13F | Value Aligned Research Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 1 990 | −29,48 | 200 | −29,58 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 137 | −72,92 | 1 021 | −72,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 410 610 | −17,68 | 242 724 | −17,66 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 44 102 | −86,41 | 4 441 | −86,41 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29 457 | −29,30 | 2 966 | −29,04 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 23 848 | −73,41 | 2 401 | −73,41 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 16 524 | −2,72 | 1 664 | −2,75 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 571 | −89,72 | 1 568 | −89,72 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 3 920 | −0,13 | 395 | −0,25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 140 471 | −20,34 | 114 834 | −20,33 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12 567 | −4,02 | 1 265 | −4,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6 558 | −15,01 | 660 | −14,95 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 8 110 | −12,61 | 817 | −12,63 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 450 | −6,52 | 548 | −6,50 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 408 387 | −4,76 | 41 120 | −4,74 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15 881 | −34,15 | 1 594 | −34,16 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 18 997 | −28,30 | 1 913 | −28,31 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9 029 | −23,62 | 909 | −23,61 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1 128 985 | −21,71 | 113 677 | −21,69 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 843 | −9,53 | 689 | −9,46 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 104 410 | −0,05 | 10 513 | −0,02 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 31 066 | −56,82 | 3 122 | −56,90 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 052 | −3,20 | 609 | −3,18 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 892 | −21,01 | 291 | −20,92 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 40 060 | −13,21 | 4 034 | −13,19 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 581 | −75,96 | 361 | −75,90 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 568 737 | −0,06 | 57 266 | −0,04 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 1 770 | −34,81 | 178 | −34,80 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 655 | −33,32 | 267 | −33,25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25 366 | −0,80 | 2 554 | −0,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 459 228 | −18,21 | 46 240 | −18,20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 173 840 | −86,46 | 17 504 | −86,46 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 316 218 | −9,11 | 132 530 | −9,09 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2 318 | −0,64 | 233 | −0,43 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4 704 | −18,84 | 474 | −18,87 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 243 730 | −24,17 | 24 541 | −24,16 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 259 700 | −77,12 | 26 149 | −77,12 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 618 125 | −5,36 | 62 239 | −5,34 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 142 686 | −0,92 | 14 364 | 102 500,00 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 39 722 | −7,41 | 4 000 | −7,39 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2 051 | −54,50 | 207 | −54,53 | ||||
| 2025-05-07 | 13F | BML Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 165 775 | −10,79 | 16 692 | −10,77 | ||||
| 2025-04-14 | 13F | Tanglewood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 143 199 | −11,18 | 14 419 | −11,16 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 255 164 | −16,59 | 25 692 | −16,58 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 48 207 | −8,70 | 4 854 | −8,67 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 3 492 | −1,36 | 352 | −1,40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84 514 | −16,91 | 8 510 | −16,90 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 322 | −5,19 | 234 | −5,28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 059 | −8,92 | 25 984 | −8,91 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 22 629 | −43,57 | 2 | −50,00 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 91 776 | −7,09 | 9 241 | −7,08 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 629 085 | −25,26 | 63 343 | −25,24 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 24 279 | −41,08 | 2 445 | −41,08 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 407 137 | −45,46 | 40 995 | −45,45 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 5 472 | −67,42 | 551 | −67,46 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 231 055 | −8,23 | 23 265 | −8,21 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 10 746 | −5,00 | 1 082 | −4,92 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 370 | −22,35 | 238 | −22,22 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 2 551 | −11,08 | 257 | −11,11 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 28 903 | −44,87 | 2 900 | −44,90 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 599 | −2,86 | 161 | −2,42 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 95 510 | −2,66 | 9 617 | −2,64 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 3 994 | −0,62 | 402 | −0,50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 976 | −7,50 | 702 | −7,51 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7 488 | −69,13 | 754 | −69,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 691 | −96,77 | 271 | −96,78 | ||||
| 2025-05-14 | 13F | Consultiva Wealth Management, Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55 809 | −54,08 | 5 619 | −54,07 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 198 504 | −18,46 | 19 987 | −18,45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 552 | −95,96 | 1 | −100,00 | ||||
| 2025-08-26 | 13F | Provident Investment Management, Inc. | 8 378 | −25,85 | 844 | −25,86 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6 791 | −37,70 | 684 | −37,74 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 459 | −19,48 | 147 | −19,78 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 264 750 | −20,44 | 26 658 | −20,43 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 7 261 | −5,97 | 731 | −5,92 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17 182 | −20,28 | 1 730 | −20,24 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58 584 | −46,92 | 5 893 | −46,96 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 21 753 | −45,96 | 2 190 | −45,95 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1 751 | −17,87 | 176 | −17,76 | ||||
| 2025-08-05 | 13F | Marest Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 802 | −84,18 | 282 | −84,18 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 689 | −55,69 | 69 | −55,77 | ||||
| 2025-07-07 | 13F | Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 756 | −1,29 | 278 | −1,42 | ||||
| 2025-08-14 | 13F | Sectoral Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ade, Llc | 55 127 | −6,08 | 5 551 | −6,06 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 29 392 | −80,75 | 2 949 | −80,76 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 15 330 | −0,29 | 1 544 | −0,26 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 527 | −92,95 | 154 | −92,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 320 | −21,44 | 838 | −21,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81 438 | −89,18 | 8 200 | −89,18 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 219 | −5,05 | 223 | −5,11 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 55 080 | −44,35 | 5 531 | −44,34 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13 869 | −96,69 | 1 396 | −96,69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 337 | −11,87 | 739 | −11,93 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 49 675 | −6,71 | 5 002 | −6,70 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 47 453 | −11,51 | 4 778 | −11,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 182 | −43,83 | 18 | −43,75 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5 575 | −7,55 | 561 | −7,58 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15 709 | −36,49 | 1 582 | −36,51 | ||||
| 2025-04-10 | 13F | Spring Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 24 545 | −43,55 | 2 471 | −43,55 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 263 858 | −12,54 | 26 568 | −12,53 | ||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 315 | −11,01 | 938 | −11,02 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 26 060 | −51,16 | 2 624 | −51,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45 591 | −34,81 | 4 591 | −34,80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 43 071 | −44,92 | 4 337 | −44,92 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 30 917 | −32,18 | 3 113 | −32,19 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 43 867 | −1,75 | 4 417 | −1,74 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 546 | −76,59 | 55 | −76,92 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 50 388 | −6,08 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 418 153 | −24,02 | 42 104 | −24,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 437 840 | −25,80 | 44 086 | −25,78 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 43 716 | −2,13 | 4 402 | −2,11 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 232 835 | −7,39 | 23 444 | −7,37 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 82 268 | −3,14 | 8 284 | −3,12 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 471 | −72,64 | 650 | −72,70 | ||||
| 2025-04-11 | 13F | Pinnacle Wealth Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39 439 | −8,17 | 3 971 | −8,14 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 711 | −54,17 | 877 | −54,16 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36 862 | −40,83 | 3 712 | −40,82 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 29 065 | −85,68 | 2 927 | −85,63 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5 843 | −0,12 | 588 | 0,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18 542 | −0,64 | 1 867 | −0,64 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38 653 | −6,22 | 3 892 | −6,22 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 4 606 | −92,31 | 464 | −92,32 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 112 | −54,66 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40 195 | −36,57 | 4 047 | −36,56 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 65 736 | −42,13 | 6 619 | −42,13 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 25 237 | −25,67 | 2 541 | −25,66 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 073 | −87,10 | 208 | −87,14 | ||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 15 021 | −22,25 | 1 512 | −22,22 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 8 128 | −23,32 | 818 | −23,34 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 54 450 | −3,54 | 5 483 | −3,52 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 155 | −30,70 | 1 621 | −30,68 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41 661 | −21,01 | 4 165 | −21,01 | ||||
| 2025-04-29 | NP | WOAIX - WOA All Asset I Class I | 32 254 | −38,29 | 3 246 | −38,31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 929 | −6,92 | 698 | −6,69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 201 | −88,76 | 322 | −88,77 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 3 473 | −6,44 | 350 | −6,43 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 6 705 | −43,68 | 675 | −43,66 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 206 967 | −4,80 | 20 839 | −4,78 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 31 058 | −46,15 | 3 | −40,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 314 | −21,60 | 334 | −21,65 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 277 904 | −3,29 | 27 982 | −3,27 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 7 589 | −11,25 | 764 | −11,16 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 965 | −13,82 | 399 | −13,82 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 391 426 | −26,93 | 39 413 | −26,91 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2 721 | −65,21 | 274 | −65,31 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14 457 | −61,81 | 1 456 | −61,82 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 62 974 | −11,93 | 6 341 | −11,92 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 288 010 | −42,83 | 29 000 | −42,82 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 5 238 | −92,02 | 527 | −92,02 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 44 621 | −4,54 | 4 493 | −4,53 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 131 256 | −4,59 | 13 216 | −4,57 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 30 677 | −5,16 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 617 | −35,53 | 364 | −35,46 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 11 671 | −18,01 | 1 171 | −18,28 | ||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 145 914 | −0,75 | 14 692 | −0,72 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 641 898 | −5,94 | 64 633 | −5,92 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 177 657 | −0,58 | 17 888 | −0,56 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24 983 | −10,19 | 2 516 | −10,18 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 537 | −15,23 | 457 | −15,24 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 318 126 | −2,87 | 32 032 | −2,85 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 105 | −46,67 | 111 | −46,63 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 386 | −77,69 | 39 | −78,16 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 381 | −91,04 | 844 | −91,04 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 126 827 | −6,82 | 12 770 | −6,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 956 797 | −22,01 | 96 339 | −22,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 2 554 | −43,71 | 257 | −43,64 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 094 | −0,87 | 815 | −0,85 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 5 102 | −34,45 | 514 | −34,48 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 64 586 | −9,13 | 6 503 | −9,10 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 69 804 | −9,86 | 7 029 | −9,84 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | DMG Group, LLC | 2 105 | −88,40 | 212 | −88,44 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 5 582 | −23,40 | 560 | −23,60 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Dynamic Financial Group | 537 977 | −3,96 | 54 169 | −3,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 314 162 | −2,16 | 31 633 | −2,14 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 2 772 | −9,44 | 279 | −9,45 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 116 132 | −1,13 | 11 693 | −1,11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 506 | −48,87 | 252 | −49,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 161 | −8,86 | 4 648 | −8,86 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 23 977 | −14,98 | 2 414 | −14,97 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 52 | −78,95 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 8 599 | −58,56 | 866 | −58,57 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 11 074 | −37,74 | 1 115 | −37,71 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 3 021 | −92,06 | 304 | −92,06 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 54 325 | −35,26 | 5 470 | −35,26 | ||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 9 092 | −0,60 | 915 | −0,54 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 68 | −97,45 | 7 | −97,76 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18 464 | −3,78 | 1 859 | −3,73 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 139 023 | −2,62 | 13 998 | −2,60 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 30 643 | −57,65 | 3 | −57,14 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 86 484 | −51,70 | 8 708 | −51,69 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 8 741 | −57,21 | 880 | −57,20 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 37 536 | −48,38 | 3 780 | −48,37 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 458 | −54,41 | 852 | −54,42 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 770 | −12,84 | 883 | −12,75 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6 636 | −1,12 | 668 | −1,04 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 63 755 | −7,34 | 6 419 | −7,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 555 | −68,02 | 861 | −68,02 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Embree Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 446 099 | −3,20 | 145 608 | −3,18 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 210 980 | −18,37 | 121 934 | −18,35 | ||||
| 2025-08-29 | NP | MKAM - MKAM ETF | 28 903 | −44,87 | 2 910 | −44,86 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 74 392 | −16,53 | 7 491 | −16,30 | ||||
| 2025-08-13 | 13F | Delta Accumulation, LLC | 1 962 | −31,23 | 198 | −31,36 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 033 | −74,72 | 1 111 | −74,73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 82 652 | −29,49 | 8 322 | −29,47 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Enhancing Capital LLC | 44 476 | −6,63 | 4 478 | −6,61 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 14 579 | −41,25 | 1 | −50,00 | ||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 19 033 | −50,89 | 1 916 | −50,71 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 23 239 | −14,80 | 2 340 | −14,79 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 527 023 | −18,88 | 86 769 | −36,95 | ||||
| 2025-07-29 | 13F | WS Portfolio Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 10 700 | −7,72 | 1 077 | −7,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 104 711 | −15,56 | 11 | −16,67 | ||||
| 2025-04-22 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 994 | −77,84 | 604 | −77,86 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 172 100 | −33,57 | 17 329 | −33,56 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 29 832 | −25,97 | 3 004 | −25,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 389 | −91,03 | 643 | −91,03 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 909 | −1,00 | 894 | −1,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 74 755 | −1,31 | 7 527 | −1,29 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 61 135 | −17,19 | 6 158 | −17,14 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 25 459 | −15,25 | 2 563 | −15,24 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 071 | −5,77 | 309 | −5,21 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 41 757 | −5,41 | 4 205 | −5,40 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29 585 | −17,73 | 2 979 | −17,73 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 6 484 | −10,40 | 653 | −10,44 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 30 648 | −14,56 | 3 086 | −14,57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 503 | −3,37 | 1 561 | −3,34 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 17 816 | −51,08 | 2 | −66,67 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 194 639 | −58,59 | 19 598 | −58,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 425 774 | −8,14 | 42 871 | −8,12 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 066 | −70,11 | 611 | −70,13 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7 511 | −55,36 | 756 | −55,35 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 319 800 | −60,35 | 32 201 | −60,34 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 18 870 | −7,50 | 1 900 | −7,45 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61 118 | −8,37 | 6 154 | −8,14 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 836 | −0,83 | 84 | 0,00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 50 875 | −7,17 | 5 123 | −7,16 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21 075 | −1,46 | 2 122 | −1,44 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 181 168 | −4,20 | 18 224 | −4,03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 247 000 | −76,26 | 24 870 | −76,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 374 371 | −1,32 | 37 695 | −1,30 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 224 714 | −2,46 | 22 626 | −2,44 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 94 288 | −10,10 | 9 494 | −10,09 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 14 548 | −11,98 | 1 465 | −11,97 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 12 533 | −1,63 | 1 262 | −1,64 | ||||
| 2025-04-16 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 68 127 | −10,11 | 6 860 | −10,10 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 12 258 | −87,04 | 1 234 | −87,04 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 20 550 | −5,45 | 2 069 | −5,40 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 5 875 | −83,65 | 592 | −83,66 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 505 | −7,11 | 454 | −7,17 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 101 656 | −0,47 | 10 236 | −0,46 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 121 218 | −68,82 | 12 205 | −68,82 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3 750 | −21,05 | 378 | −21,13 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 2 756 | −17,95 | 278 | −18,05 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 31 952 | −74,94 | 3 217 | −74,94 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 264 | −1,09 | 329 | −1,20 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 890 | −51,58 | 90 | −51,89 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 8 120 | −58,51 | 818 | −58,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 233 829 | −49,23 | 23 544 | −49,22 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 4 215 | −3,90 | 0 | |||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 10 416 | −13,82 | 1 049 | −13,82 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 2 236 | −95,14 | 225 | −95,14 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 2 313 | −33,07 | 233 | −33,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 70 323 | −9,43 | 7 081 | −9,42 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 79 748 | −31,43 | 8 030 | −31,42 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 875 | −36,83 | 1 196 | −36,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 73 661 | −50,12 | 7 417 | −50,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 61 960 | −20,36 | 6 239 | −20,33 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 318 | −42,59 | 334 | −42,51 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 5 967 | −1,08 | 601 | −1,15 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11 609 | −27,41 | 1 169 | −27,39 | ||||
| 2025-04-10 | 13F | Peak Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 149 453 | −11,64 | 15 048 | −11,62 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 4 972 | −78,66 | 501 | −78,68 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 829 | −7,90 | 587 | −8,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 724 497 | −27,15 | 479 696 | −13,74 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 4 992 | −27,13 | 503 | −27,14 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 83 278 | −17,08 | 8 | −20,00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 21 671 | −62,93 | 2 182 | −62,92 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 280 604 | −2,29 | 28 | 0,00 | ||||
| 2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 601 611 | −0,03 | 60 564 | 0,32 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 103 689 | −23,01 | 10 440 | −23,00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 735 | −90,06 | 175 | −90,10 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 112 438 | −0,22 | 11 321 | 0,02 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 945 | −1,77 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 17 865 | −2,62 | 1 799 | −2,60 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | −98,68 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 34 189 | −18,57 | 3 442 | −18,55 | ||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 184 315 | −24,71 | 18 559 | −24,69 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18 649 | −25,18 | 1 878 | −25,19 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 262 451 | −82,91 | 26 426 | −82,91 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 26 454 | −12,14 | 2 664 | −12,14 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 34 648 | −7,72 | 3 489 | −7,70 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 459 | −18,52 | 348 | −18,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 29 | −80,67 | 3 | −86,67 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10 723 | −0,29 | 1 080 | −0,28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 20 479 | −16,91 | 2 062 | −16,89 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 395 173 | −49,45 | 39 790 | −49,44 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23 318 | −17,91 | 2 348 | −17,91 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 13 245 | −15,82 | 1 334 | −15,85 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 15 276 | −43,46 | 1 538 | −43,44 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 | −20,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 13 220 | −24,84 | 1 331 | −24,80 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 60 287 | −0,47 | 6 070 | −0,44 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 184 960 | −63,67 | 18 624 | −63,67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 82 053 | −11,34 | 8 262 | −11,33 | ||||
| 2025-08-14 | 13F | Punch Card Management L.P. | 566 000 | −2,60 | 56 991 | −2,58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 280 526 | −17,82 | 28 246 | −17,80 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 540 | −4,47 | 14 654 | −4,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 571 625 | −52,54 | 158 247 | −52,41 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 14 548 | −11,98 | 1 465 | −11,97 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12 686 | −11,76 | 1 277 | −11,75 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 28 830 | −9,63 | 2 903 | −9,62 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 29 314 | −3,07 | 2 952 | −3,06 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 9 021 | −16,22 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 29 692 | −5,09 | 2 990 | −5,08 | ||||
| 2025-07-09 | 13F | Emprise Bank | 89 704 | −19,07 | 9 032 | −19,05 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 2 295 | −77,27 | 231 | −77,26 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3 980 | −17,27 | 401 | −17,36 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 210 738 | −0,13 | 21 221 | −0,11 | ||||
| 2025-05-07 | 13F | Second Half Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16 486 | −7,15 | 1 660 | −7,16 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 355 230 | −0,91 | 35 768 | −0,89 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 100 | −75,73 | 10 | −75,61 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 420 | −66,07 | 42 | −66,13 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 8 944 | −1,90 | 901 | −1,85 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 379 998 | −9,92 | 38 262 | −9,90 | ||||
| 2025-04-23 | 13F | Symphony Financial, Ltd. Co. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46 846 | −0,36 | 4 743 | 0,19 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 503 025 | −21,03 | 50 640 | −20,76 | ||||
| 2025-07-07 | 13F | M & L Capital Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 236 059 | −0,09 | 23 769 | −0,01 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 18 834 | −8,97 | 1 896 | −8,93 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5 977 | −2,03 | 602 | −2,12 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 916 274 | −55,51 | 92 260 | −55,51 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 7 431 | −40,81 | 748 | −40,78 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 33 849 | −48,06 | 3 408 | −48,05 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 30 673 | −3,50 | 3 088 | −3,47 | ||||
| 2025-04-11 | 13F | Intellectus Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 692 | −52,22 | 5 306 | −52,22 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 143 544 | −5,65 | 14 453 | −5,63 | ||||
| 2025-05-15 | 13F | 325 Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 99 418 | −0,37 | 10 010 | −0,35 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 |
