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 | Alliancebernstein L.p. | 385 189 | −45,02 | 31 917 | −44,93 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 139 738 | −7,14 | 11 579 | −7,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 330 | −1,81 | 359 | −1,65 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 27 717 | −2,69 | 2 289 | −2,51 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 34 673 | −26,58 | 2 873 | −26,36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13 949 | −2,56 | 1 156 | −2,45 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 10 578 | −26,61 | 877 | −26,51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 22 672 | −31,59 | 1 879 | −31,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 196 289 | −17,21 | 347 704 | −17,08 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 470 | −6,68 | 370 | −6,57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 251 | −3,23 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 10 325 | −1,93 | 856 | −1,72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 30 757 000 | −8,51 | 2 548 525 | −8,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 425 730 | −0,96 | 35 084 | −1,34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73 526 | −11,81 | 6 092 | −11,67 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 3 720 | −3,88 | 308 | −3,75 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 977 | −18,97 | 330 | −18,97 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 15 583 | −17,34 | 1 291 | −17,19 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 261 158 | −38,01 | 21 640 | −37,91 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 362 380 | −3,82 | 30 027 | −3,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 105 645 | −3,00 | 8 754 | −2,85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 41 547 | −1,74 | 3 443 | −1,60 | ||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 82 480 | −1,95 | 6 834 | −1,80 | ||||
| 2025-08-04 | 13F | Balentine LLC | 796 | −95,08 | 66 | −95,15 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 300 963 | −52,93 | 107 798 | −52,85 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 8 335 | −18,28 | 691 | −18,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33 493 | −21,27 | 2 775 | −21,14 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 4 647 | −23,42 | 385 | −23,31 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 926 | −84,24 | 242 | −86,40 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7 465 | −10,98 | 616 | −11,26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 142 485 | −4,67 | 12 | −8,33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 4 975 | −6,77 | 412 | −6,58 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 328 065 | −9,57 | 27 072 | −9,80 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 30 860 | −1,78 | 2 557 | −1,62 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 942 | −76,30 | 161 | −76,37 | ||||
| 2025-08-12 | 13F | Wernau Asset Management Inc. | 3 918 | −5,27 | 325 | −5,26 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 11 420 | −38,94 | 944 | −38,82 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 7 126 | −41,35 | 590 | −41,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46 476 | −68,96 | 3 848 | −68,94 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 2 500 | −75,00 | 207 | −74,97 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 200 | −26,92 | 595 | −27,17 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 51 332 | −4,61 | 4 253 | −4,45 | ||||
| 2025-04-14 | 13F | Tilia Fiduciary Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15 294 | −3,74 | 1 267 | −3,58 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 18 694 | −0,45 | 1 549 | −0,32 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 720 | −5,13 | 142 | −4,70 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 85 409 | −22,08 | 7 077 | −21,97 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 8 027 | −4,47 | 665 | −4,32 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 9 043 | −23,85 | 749 | −23,73 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 565 | −6,98 | 1 207 | −6,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 69 802 | −55,29 | 5 784 | −55,22 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 28 321 | −10,21 | 2 342 | −9,68 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 29 615 | −6,73 | 2 454 | −6,59 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 623 | −14,32 | 797 | −13,37 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 13 802 | −24,56 | 1 144 | −24,45 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | 605 726 | −2,14 | 50 190 | −1,99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237 525 | −2,06 | 19 681 | −1,91 | ||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 41 331 | −2,43 | 3 425 | −2,28 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 3 927 | −11,23 | 325 | −10,96 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 39 830 | −34,66 | 3 300 | −34,55 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7 145 | −11,24 | 592 | −10,98 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20 121 | −8,19 | 1 667 | −8,05 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 380 516 | −66,81 | 31 530 | −66,75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9 914 | −0,25 | 821 | −0,12 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 150 | −17,82 | 344 | −17,75 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 5 934 | −10,82 | 492 | −10,73 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 25 292 | −39,47 | 2 096 | −39,40 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 13 217 | −1,34 | 1 093 | −1,53 | ||||
| 2025-04-01 | 13F | First Financial Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 19 923 | −5,03 | 1 651 | −4,90 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 940 | −1,52 | 326 | −1,51 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3 211 | −1,23 | 266 | −0,75 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3 988 | −1,19 | 330 | −0,90 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 8 432 | −3,62 | 699 | −3,46 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 13 157 | −4,08 | 1 090 | −3,80 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 9 552 | −5,50 | 792 | −5,38 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 263 045 | −48,15 | 21 797 | −48,07 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41 795 | −33,38 | 3 | −40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 606 993 | −2,83 | 961 755 | −2,68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8 477 | −1,10 | 702 | −0,99 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 72 592 | −3,29 | 6 015 | −3,16 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 531 | −94,99 | 210 | −95,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84 097 | −6,84 | 6 968 | −6,70 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6 223 | −1,97 | 515 | −1,15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 816 | −2,48 | 482 | −2,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 818 324 | −0,54 | 564 966 | −0,39 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 19 792 | −8,49 | 1 636 | −8,86 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 99 913 | −0,28 | 8 279 | −0,13 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 7 771 | −91,81 | 644 | −91,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28 321 | −5,49 | 2 337 | −5,69 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 472 | −14,35 | 204 | −14,71 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 66 959 | −1,37 | 5 548 | −1,21 | ||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 335 435 | −0,58 | 27 794 | −0,43 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 15 220 | −3,29 | 1 261 | −3,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 238 658 | −5,11 | 102 635 | −4,96 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 15 953 | −4,98 | 1 322 | −4,83 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 101 471 | −1,49 | 8 408 | −1,34 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 53 699 | −0,05 | 4 449 | 0,11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 23 670 | −3,30 | 1 961 | −3,11 | ||||
| 2025-03-26 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 69 261 | −3,75 | 5 699 | −2,40 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8 105 | −0,30 | 672 | −0,15 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 14 016 | −14,34 | 1 161 | −14,19 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 52 450 | −7,05 | 4 328 | −7,26 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 11 613 | −0,53 | 1 | |||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59 263 | −18,85 | 4 911 | −18,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 200 | −11,11 | 265 | −10,77 | |||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8 235 | −34,33 | 682 | −34,23 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 537 | −44,23 | 376 | −44,28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 853 | −0,48 | 485 | −0,21 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 28 702 | −1,40 | 2 378 | −1,25 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 452 | −14,95 | 203 | −14,71 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4 831 | −47,27 | 399 | −47,15 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3 893 | −1,39 | 323 | −1,23 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 420 530 | −1,38 | 34 845 | −1,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148 379 | −2,25 | 12 | 0,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5 432 | −3,82 | 450 | −3,64 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 878 644 | −21,55 | 72 804 | −21,43 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 33 944 | −1,46 | 2 813 | −1,30 | ||||
| 2025-08-07 | 13F | Navellier & Associates Inc | 69 130 | −14,88 | 5 728 | −14,52 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 250 | −13,97 | 766 | −13,84 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 9 387 | −5,92 | 778 | −5,82 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6 588 | −32,58 | 543 | −32,80 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 663 | −13,76 | 221 | −13,73 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 22 844 | −15,67 | 1 893 | −15,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 71 639 | −1,53 | 5 936 | −1,36 | ||||
| 2025-08-08 | 13F | Creative Planning | 165 855 | −4,58 | 13 743 | −4,44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7 180 | −14,22 | 595 | −14,16 | ||||
| 2025-04-23 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 499 965 | −5,79 | 41 427 | −5,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4 094 | −20,72 | 339 | −20,61 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 238 | −24,73 | 268 | −24,51 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 36 772 | −5,79 | 3 047 | −5,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 443 | −37,40 | 1 114 | −37,33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 492 | −1,19 | 1 118 | −1,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 7 980 | −87,00 | 661 | −86,98 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5 954 | −3,06 | 493 | −2,95 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 64 | −9,86 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 843 | −8,86 | 70 | −8,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 826 | −6,50 | 151 | −6,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 675 | −34,15 | 553 | −34,01 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 93 023 | −18,80 | 7 691 | −18,47 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 413 | −10,22 | 34 | −10,53 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75 168 | −15,72 | 6 228 | −15,59 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9 802 | −12,86 | 812 | −12,69 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 48 085 | −1,13 | 3 984 | −0,97 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 82 341 | −25,69 | 6 823 | −25,56 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 59 610 | −1,29 | 4 912 | −1,68 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 637 040 | −3,39 | 52 785 | −3,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15 302 | −14,94 | 1 268 | −14,85 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5 929 | −1,92 | 491 | −1,80 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 50 276 | −5,63 | 4 142 | −5,86 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 20 058 | −4,39 | 1 662 | −4,21 | ||||
| 2025-08-08 | 13F | King Wealth | 18 981 | −3,55 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 151 800 | −1,39 | 12 551 | −1,15 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 22 913 | −19,63 | 1 899 | −19,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 604 | −28,79 | 630 | −28,65 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6 165 | −5,23 | 511 | −5,20 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 929 | −1,88 | 243 | −1,63 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 16 689 | −57,82 | 1 383 | −57,78 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 169 652 | −1,80 | 14 057 | −1,64 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 212 | −44,65 | 18 | −45,16 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 25 826 | −1,70 | 2 140 | −1,56 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5 364 | −77,81 | 444 | −77,79 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 69 667 | −27,91 | 5 773 | −27,80 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 6 807 | −3,45 | 564 | −3,26 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 621 | −39,22 | 1 460 | −39,12 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3 775 | −30,48 | 313 | −30,51 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2 880 | −27,64 | 239 | −27,66 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 67 992 | −12,11 | 5 611 | −12,34 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 3 138 | −0,85 | 260 | −0,38 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 97 731 | −2,95 | 8 098 | −2,80 | ||||
| 2025-05-14 | 13F | Natixis | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 584 | −3,90 | 214 | −3,60 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 36 729 | −4,07 | 3 043 | −3,92 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 74 065 | −2,73 | 6 137 | −2,57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 114 965 | −74,67 | 9 526 | −74,63 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49 465 | −7,57 | 4 099 | −7,43 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 736 | −9,25 | 61 | −10,45 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 718 | −9,78 | 474 | −9,73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Sunbeam Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16 259 | −3,39 | 1 347 | −3,23 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 265 769 | −5,06 | 22 022 | −4,91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 217 315 | −3,11 | 18 007 | −2,95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 20 923 | −0,74 | 1 734 | 0,29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 6 626 | −5,29 | 549 | −5,02 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14 874 | −12,11 | 1 232 | −12,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4 629 | −7,48 | 384 | −7,26 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 56 449 | −0,84 | 4 677 | −0,68 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 10 681 | −9,54 | 881 | −9,84 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | United Community Bank | 4 345 | −4,61 | 360 | −4,26 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 9 612 | −13,72 | 796 | −13,57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 025 224 | −0,98 | 416 390 | −0,82 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 74 732 | −5,16 | 6 192 | −5,02 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 3 367 000 | −6,44 | 278 990 | −6,29 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 17 | −34,62 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 281 | −4,68 | 2 012 | −4,56 | ||||
| 2025-08-08 | 13F | Renasant Bank | 6 128 | −11,18 | 508 | −11,05 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 7 908 | −87,11 | 657 | −86,99 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58 442 | −25,66 | 4 843 | −25,54 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 5 256 | −9,29 | 436 | −9,19 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 3 692 | −8,20 | 306 | −8,13 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 18 885 | −0,09 | 1 565 | 0,06 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30 748 | −19,47 | 2 548 | −19,35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 155 565 | −3,20 | 12 890 | −3,05 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 9 125 | −2,98 | 756 | −2,83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2 823 | −47,57 | 234 | −47,64 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 75 560 | −0,13 | 6 261 | 0,02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58 015 | −9,32 | 4 807 | −9,18 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 18 734 | −3,26 | 1 552 | −3,12 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 56 853 | −31,35 | 4 711 | −31,25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 90 806 | −0,47 | 7 524 | 0,00 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 22 074 | −14,30 | 1 829 | −14,13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 354 712 | −0,91 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 318 215 | −13,40 | 26 367 | −13,26 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 33 796 | −3,68 | 2 800 | −3,51 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 98 348 | −14,74 | 8 149 | −14,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 104 050 | −1,76 | 8 622 | −1,61 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 125 974 | −1,55 | 10 438 | −1,40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29 391 | −2,40 | 2 435 | −2,25 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1 730 | −66,60 | 143 | −66,59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5 140 | −2,96 | 426 | −2,97 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 605 | −57,47 | 713 | −57,41 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3 097 | −42,01 | 255 | −42,18 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8 861 | −22,61 | 734 | −22,49 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 14 300 | −89,11 | 1 | −90,00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 11 231 | −2,64 | 931 | −2,52 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 25 526 | −0,18 | 2 115 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 116 347 | −19,56 | 9 640 | −19,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 411 | −97,17 | 200 | −97,17 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4 219 | −0,80 | 350 | −0,57 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 101 522 | −0,08 | 8 412 | 0,08 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 15 852 | −12,51 | 1 313 | −11,58 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 517 731 | −0,08 | 42 899 | 0,07 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 25 863 | −2,35 | 2 143 | −2,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 115 710 | −3,00 | 9 588 | −2,85 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 16 122 | −4,65 | 1 336 | −4,51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 897 233 | −2,34 | 74 345 | −2,18 | ||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 53 337 | −48,39 | 4 420 | −48,31 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 41 624 | −6,66 | 3 449 | −6,53 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 982 | −30,48 | 413 | −30,41 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Innova Wealth Partners | 242 591 | −36,28 | 20 101 | −36,18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9 968 | −95,81 | 826 | −95,81 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 58 002 | −1,00 | 4 806 | −0,85 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 175 | −6,79 | 345 | −6,78 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 6 935 | −10,28 | 575 | −10,17 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 556 | −59,00 | 46 | −58,93 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 25 615 | −2,46 | 2 122 | −2,30 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 25 000 | −15,50 | 2 072 | −15,37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 615 | −90,83 | 51 | −90,97 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 32 232 | −4,93 | 2 671 | −4,78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 16 101 | −15,28 | 1 334 | −15,14 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 297 026 | −3,15 | 24 612 | −3,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 20 586 | −11,64 | 1 706 | −11,52 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 68 658 | −4,39 | 5 689 | −4,26 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8 686 | −33,11 | 720 | −33,05 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5 543 | −2,89 | 459 | −2,75 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 12 678 | −3,08 | 1 050 | −2,96 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 4 218 | −2,83 | 350 | −2,79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 86 266 | −20,58 | 7 148 | −20,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 548 657 | −2,94 | 294 042 | −2,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 19 176 | −18,17 | 1 588 | −18,07 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 8 566 | −8,32 | 710 | −8,04 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15 524 | −3,49 | 1 281 | −3,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 74 342 | −60,50 | 6 160 | −60,44 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 2 677 | −14,23 | 222 | −13,95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 24 316 | −1,61 | 2 015 | −1,47 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 27 993 | −14,91 | 2 319 | −14,77 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 11 772 | −13,03 | 975 | −12,87 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 62 031 | −1,09 | 5 136 | −0,93 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 262 896 | −22,66 | 21 784 | −22,54 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6 647 | −2,69 | 551 | −2,65 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 544 | −46,61 | 45 | −47,62 | ||||
| 2025-09-02 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 82 516 | −7,64 | 6 837 | −7,48 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 34 735 | −1,23 | 2 863 | −1,58 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 4 627 | −0,73 | 383 | −0,52 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7 520 | −32,71 | 623 | −32,58 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 106 747 | −8,49 | 8 845 | −8,34 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 5 265 | −99,40 | 436 | −99,40 | ||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8 120 | −2,43 | 673 | −2,33 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 9 452 | −7,45 | 783 | −7,23 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7 275 | −5,57 | 603 | −5,49 | ||||
| 2025-05-13 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37 156 | −1,29 | 3 079 | −1,16 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 101 | −20,08 | 257 | −20,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 4 102 | −2,38 | 340 | −2,31 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 2 907 | −69,58 | 241 | −69,27 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 22 284 | −65,49 | 1 846 | −65,44 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 4 180 | −2,29 | 346 | −1,98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 237 042 | −0,60 | 19 641 | −0,45 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 148 298 | −71,24 | 12 288 | −71,19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 71 951 | −3,07 | 5 962 | −2,92 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 779 | −10,04 | 810 | −9,90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 7 416 | −10,90 | 615 | −10,76 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 7 431 | −6,10 | 616 | −5,96 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 6 025 | −11,07 | 499 | −10,89 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 27 221 | −92,13 | 2 256 | −92,12 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 350 347 | −2,43 | 29 030 | −2,28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 027 | −19,45 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 67 203 | −18,07 | 5 568 | −17,94 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 283 230 | −1,62 | 23 468 | −1,47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 22 117 | −1,94 | 1 833 | −1,77 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 64 239 | −68,98 | 5 323 | −68,94 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 8 992 | −16,56 | 745 | −16,39 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4 530 | −45,29 | 375 | −45,26 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 936 | −8,95 | 78 | −9,41 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 55 595 | −3,11 | 4 607 | −2,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 289 749 | −40,65 | 24 008 | −40,56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 64 013 | −35,80 | 5 304 | −35,67 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2 635 | −81,94 | 218 | −81,94 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 503 | −4,91 | 3 356 | −4,74 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 7 708 | −5,03 | 639 | −4,92 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181 391 | −31,16 | 15 030 | −31,05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30 179 | −47,88 | 2 501 | −47,81 | ||||
| 2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 136 845 | −0,18 | 11 339 | −0,04 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21 442 | −5,38 | 1 777 | −5,23 | ||||
| 2025-05-29 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 757 | −2,35 | 1 969 | −2,19 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15 715 | −14,69 | 1 302 | −14,51 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 939 | −7,67 | 824 | −7,53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 160 427 | −2,23 | 13 293 | −2,08 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 16 080 | −3,64 | 1 332 | −3,48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59 060 | −18,92 | 4 894 | −18,73 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 43 050 | −0,03 | 3 567 | 0,14 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 788 | −20,23 | 397 | −20,16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 506 | −29,77 | 291 | −29,78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 55 714 | −4,43 | 4 616 | −4,27 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 118 194 | −9,13 | 9 794 | −8,93 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 11 250 | −0,32 | 932 | −0,11 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 165 772 | −0,05 | 13 736 | 0,10 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 26 051 | −6,25 | 2 159 | −6,09 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 75 884 | −7,25 | 6 288 | −7,11 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 156 803 | −27,70 | 12 993 | −27,59 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 546 | −31,93 | 377 | −31,88 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 7 274 | −20,37 | 603 | −20,26 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 19 070 | −3,99 | 1 580 | −3,83 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 177 732 | −1,03 | 14 727 | −0,88 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 39 324 | −4,09 | 3 258 | −3,95 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 75 343 | −1,91 | 6 233 | −1,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 23 366 | −5,67 | 1 924 | −6,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 52 123 | −0,09 | 4 319 | 0,16 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 4 147 | −2,01 | 344 | −2,00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-22 | 13F | GatePass Capital, LLC | 9 707 | −4,31 | 804 | −4,17 | ||||
| 2025-04-23 | 13F | Navis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9 439 | −26,30 | 782 | −26,25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 38 396 | −79,63 | 3 182 | −79,60 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94 498 | −17,70 | 7 830 | −17,56 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 742 | −3,14 | 227 | −2,99 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 038 | −7,01 | 252 | −7,04 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 444 | −3,18 | 1 114 | −3,05 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 18 305 | −12,54 | 1 517 | −12,42 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3 147 | −18,28 | 261 | −18,24 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 34 174 | −6,32 | 3 | −33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 541 300 | −13,50 | 44 852 | −13,36 | ||||
| 2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7 268 | −3,63 | 602 | −3,37 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 936 | −40,87 | 243 | −40,73 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 038 | −4,38 | 335 | −4,30 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 28 685 | −5,68 | 2 377 | −5,56 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7 775 | −54,81 | 644 | −54,74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 878 | −75,04 | 485 | −75,10 | ||||
| 2025-07-31 | 13F | City State Bank | 86 | −18,87 | 7 | −12,50 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12 042 | −27,98 | 998 | −27,91 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3 820 | −3,41 | 317 | −3,36 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 15 589 | −4,10 | 1 292 | −3,94 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 45 | −50,55 | 4 | −57,14 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 70 627 | −4,97 | 5 852 | −4,81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Private Advisory Group LLC | 23 306 | −53,71 | 1 931 | −53,64 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 40 323 | −44,97 | 3 341 | −44,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 980 | −36,45 | 1 158 | −36,34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 30 475 | −0,03 | 2 525 | 0,16 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7 | −41,67 | 1 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 274 | −78,53 | 23 | −79,05 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 065 | −24,95 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 395 | −3,19 | 33 | −3,03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3 556 | −9,63 | 295 | −9,54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 25 409 | −19,66 | 2 105 | −19,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 231 066 | −0,72 | 19 146 | −0,57 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3 859 | −32,26 | 320 | −32,27 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 438 | −74,80 | 36 | −74,83 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4 401 | −2,24 | 365 | −2,15 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 370 346 | −2,71 | 30 687 | −2,56 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 19 645 | −14,01 | 1 627 | −13,88 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 56 198 | −48,42 | 4 657 | −48,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 920 793 | −4,37 | 904 897 | −4,22 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 118 723 | −11,42 | 9 837 | −11,27 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 618 | −18,52 | 217 | −18,49 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 495 769 | −6,88 | 41 079 | −6,74 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 7 467 | −4,36 | 619 | −4,19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 374 | −14,81 | 31 | −16,67 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 34 161 | −0,60 | 2 831 | −0,46 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 738 | −2,27 | 973 | −2,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 584 | −40,87 | 1 126 | −40,32 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 9 124 | −14,59 | 756 | −14,38 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 862 | −43,51 | 71 | −43,65 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 518 | −29,52 | 457 | −29,37 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 9 453 | −2,07 | 783 | −1,88 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 126 067 | −1,19 | 10 446 | −1,03 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 5 683 | −7,16 | 471 | −7,11 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 21 010 | −51,53 | 1 737 | −51,59 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 213 753 | −15,45 | 21 249 | −14,29 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 89 911 | −4,78 | 7 450 | −4,62 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 42 845 | −1,03 | 3 545 | −0,11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 52 424 | −1,23 | 4 344 | −1,09 | ||||
| 2025-05-08 | 13F | First National Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 252 036 | −10,41 | 21 | −13,04 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 14 565 | −0,03 | 1 207 | 0,08 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 15 914 | −0,22 | 1 319 | −0,08 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 2 796 | −62,11 | 232 | −62,13 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 25 950 | −7,20 | 2 150 | −7,05 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 29 719 | −7,55 | 2 463 | −7,09 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 28 737 | −2,58 | 2 381 | −2,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 663 580 | −12,15 | 220 704 | −12,01 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4 298 | −6,69 | 356 | −6,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 898 | −5,07 | 74 | −5,13 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 104 613 | −69,99 | 8 668 | −69,95 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146 286 | −3,42 | 12 121 | −3,26 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 40 113 | −10,82 | 3 324 | −10,70 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 881 | −18,47 | 984 | −18,34 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12 612 | −36,11 | 1 045 | −35,25 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 4 829 | −3,90 | 400 | −3,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 20 851 | −25,74 | 1 728 | −25,62 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5 691 | −1,33 | 472 | −1,26 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 16 578 | −0,08 | 1 374 | 0,07 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 38 650 | −0,87 | 3 203 | −0,71 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 35 198 | −4,74 | 2 917 | −4,58 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 637 | −4,59 | 301 | −4,44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7 470 | −54,64 | 619 | −54,22 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6 927 | −0,97 | 574 | −0,87 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6 175 | −6,25 | 512 | −6,07 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 3 278 | −6,26 | 272 | −6,23 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 588 | −0,14 | 877 | 0,00 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 7 953 | −34,67 | 659 | −34,66 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 517 | −26,45 | 209 | −26,50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 332 | −65,56 | 27 | −65,82 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28 929 | −2,43 | 2 397 | −2,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 72 874 | −3,80 | 6 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 25 254 | −5,49 | 2 093 | −5,34 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 2 276 | −93,37 | 2 707 | −4,72 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 642 | −0,20 | 1 793 | −0,06 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 17 727 | −2,48 | 1 469 | −2,33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 708 | −23,91 | 639 | −23,87 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 136 865 | −0,51 | 11 341 | −0,35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 517 | −1,08 | 457 | −0,87 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 54 821 | −6,89 | 4 539 | −6,74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 303 | −5,60 | 1 102 | −5,41 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 179 830 | −13,29 | 15 | −17,65 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 468 | −98,50 | 39 | −98,51 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 22 599 | −6,37 | 1 873 | −6,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 029 | −27,69 | 581 | −27,86 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 36 704 | −5,77 | 3 041 | −5,62 | ||||
| 2025-04-23 | 13F | Shaker Investments Llc/oh | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2 775 | −66,96 | 230 | −67,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 29 593 | −4,33 | 2 452 | −4,18 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 16 227 | −9,34 | 1 345 | −9,19 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 13 685 | −7,40 | 1 132 | −6,52 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 59 910 | −0,52 | 4 964 | −0,36 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4 629 | −97,00 | 384 | −97,00 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 3 377 | −4,50 | 280 | −4,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 62 | −7,46 | 5 | 0,00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 736 571 | −39,93 | 61 032 | −39,84 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 4 206 | −12,03 | 349 | −11,90 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 622 | −0,37 | 134 | 0,00 | ||||
| 2025-05-05 | 13F | Miller Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 3 618 | −1,39 | 300 | −1,32 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 43 930 | −4,06 | 3 640 | −3,91 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 51 809 | −2,69 | 4 290 | −3,62 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 5 829 | −0,41 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 108 575 | −2,77 | 8 997 | −2,62 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 664 211 | −2,55 | 55 | −1,79 |
