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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Ci Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 53 940 | −6,14 | 2 327 | −4,79 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 10 343 | −5,41 | 445 | −1,33 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 324 948 | −0,10 | 14 018 | 1,36 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 68 625 | −58,45 | 2 960 | −57,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 302 | −85,54 | 13 | −85,23 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 19 | −86,90 | 1 | −100,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 156 133 | −26,65 | 6 736 | −25,59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 250 458 | −7,18 | 10 805 | −5,83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 82 042 | −5,36 | 3 539 | −3,96 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12 866 | −4,46 | 555 | −2,97 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 139 | −1,12 | 351 | 0,57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 726 | −35,65 | 204 | −34,94 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 5 673 | −16,03 | 245 | −14,98 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 11 320 | −93,48 | 488 | −93,39 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 122 | −35,45 | 5 | −37,50 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 111 946 | −6,40 | 4 829 | −5,03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 491 | −13,16 | 2 308 | −11,91 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7 409 | −20,17 | 320 | −19,04 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 8 816 | −0,61 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 319 903 | −25,52 | 14 | −27,78 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31 840 | −0,27 | 1 374 | 1,18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 24 146 | −9,70 | 1 042 | −8,36 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 61 729 | −7,76 | 2 663 | −6,40 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45 080 | −13,10 | 1 945 | −11,88 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13 717 | −25,35 | 592 | −24,33 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 4 517 | −3,65 | 195 | −2,51 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 118 314 | −32,87 | 5 104 | −31,88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36 809 | −78,26 | 1 587 | −77,96 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 144 287 | −92,77 | 6 225 | −92,66 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 219 280 | −4,80 | 9 460 | −3,41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 753 | −91,76 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6 729 | −87,77 | 290 | −87,60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 31 253 | −64,19 | 1 348 | −63,68 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 12 992 | −25,03 | 558 | −21,30 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16 348 | −11,98 | 705 | −10,65 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 241 812 | −0,13 | 10 431 | 1,32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27 982 | −1,13 | 1 207 | 0,33 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 68 990 | −4,70 | 2 946 | −2,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 356 360 | −4,65 | 15 373 | −3,26 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6 001 | −0,53 | 250 | −4,23 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 4 767 | −69,50 | 206 | −69,13 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 299 848 | −23,19 | 12 935 | −22,18 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 92 809 | −3,08 | 4 004 | −1,67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 093 | −30,76 | 220 | −29,81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 65 678 | −17,75 | 2 833 | −16,55 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 91 681 | −22,10 | 3 955 | −20,96 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 209 | −10,31 | 52 | −8,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14 070 | −19,88 | 607 | −18,77 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 339 804 | −1,79 | 100 939 | −0,36 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 299 | −69,78 | 863 | −69,84 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 46 892 | −3,28 | 2 023 | −1,89 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 241 057 | −1,68 | 10 399 | −0,24 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11 607 | −14,80 | 501 | −13,64 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 115 571 | −3,38 | 4 986 | −1,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 637 079 | −3,10 | 27 484 | −1,69 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 56 233 | −92,63 | 2 426 | −92,52 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 45 642 | −2,15 | 1 967 | −0,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 794 | −2,92 | 466 | −1,48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29 559 | −12,70 | 1 275 | −11,40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 | −99,74 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 7 062 | −0,56 | 305 | 1,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 516 | −2,26 | 65 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 111 | −32,56 | 91 | −31,58 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 380 537 | −10,10 | 16 416 | −8,79 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 5 158 | −11,95 | 223 | −10,84 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 443 | −2,18 | 364 | −0,82 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 116 | −72,77 | 5 | −72,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 629 985 | −30,92 | 27 178 | −29,92 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 48 820 | −4,29 | 2 106 | −2,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 71 771 | −42,21 | 3 078 | −41,35 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 36 081 | −8,44 | 1 550 | −7,46 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 9 441 | −15,82 | 407 | −14,50 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 17 377 | −3,08 | 745 | −1,98 | ||||
| 2025-08-12 | 13F | Prudential Plc | 37 040 | −3,39 | 1 598 | −2,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 050 | −11,83 | 88 | −10,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 465 337 | −6,60 | 20 075 | −5,24 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 48 901 | −36,02 | 2 110 | −35,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 195 411 | −9,30 | 8 | −11,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 130 476 | −43,85 | 5 629 | −43,03 | ||||
| 2025-05-06 | 13F | AllSquare Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99 323 | −5,54 | 4 285 | −4,16 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 48 931 | −7,32 | 2 111 | −5,97 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 040 | −25,71 | 44 | −25,42 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 76 947 | −5,87 | 3 319 | −4,43 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 39 793 | −6,42 | 1 717 | −5,09 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 35 702 | −14,46 | 1 540 | −13,19 | ||||
| 2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 258 995 | −0,02 | 11 173 | 1,44 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 835 | −83,10 | 35 | −83,57 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 5 230 | −2,57 | 226 | −1,32 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 646 | −3,69 | 546 | −2,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Harbor Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 28 724 | −44,71 | 1 216 | −45,81 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 020 214 | −0,42 | 44 012 | 1,03 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 5 567 | −13,48 | 0 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 6 150 | −0,98 | 265 | 0,38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 34 717 | −3,21 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 7 345 | −8,50 | 317 | −7,33 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 56 596 | −18,26 | 2 412 | −18,04 | ||||
| 2025-04-09 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6 961 | −30,90 | 300 | −29,91 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 141 807 | −0,02 | 6 118 | 1,43 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 54 651 | −0,35 | 2 348 | −0,34 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 135 890 | −40,19 | 5 862 | −39,32 | ||||
| 2025-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 101 115 | −0,62 | 4 361 | 0,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 506 | −2,30 | 108 | −0,92 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 18 466 | −79,75 | 781 | −80,16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 85 462 | −89,19 | 3 687 | −89,04 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44 847 | −49,88 | 1 935 | −49,16 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 139 | −29,14 | 135 | −28,19 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 24 072 | −23,83 | 1 038 | −22,71 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 6 405 | −12,01 | 276 | −10,68 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 008 | −17,48 | 2 373 | −16,27 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 252 550 | −15,79 | 10 837 | −13,18 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 197 217 | −5,57 | 8 508 | −4,19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 4 866 | −61,07 | 210 | −60,64 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 15 617 | −79,96 | 661 | −80,38 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8 965 | −2,69 | 387 | −1,28 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 105 807 | −7,50 | 47 705 | −6,15 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 578 233 | −9,66 | 24 945 | −8,34 | ||||
| 2025-05-13 | 13F | Saiph Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 5 321 | −1,32 | 230 | 0,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 19 664 | −14,37 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 086 | −49,92 | 133 | −49,24 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 5 110 | −2,52 | 220 | −0,90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | −38,00 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 47 862 | −0,79 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 40 763 | −30,31 | 1 759 | −29,45 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 11 647 | −10,24 | 502 | −8,89 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 313 519 | −1,95 | 13 525 | −0,51 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 110 233 | −21,15 | 4 755 | −20,00 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 103 574 | −0,51 | 4 468 | 0,95 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Allstate Corp | 66 627 | −31,84 | 2 874 | −30,85 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 33 226 | −13,18 | 1 433 | −11,92 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 24 080 | −84,28 | 1 039 | −84,06 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 122 031 | −2,85 | 5 264 | −1,44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 365 | −47,48 | 16 | −48,28 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 708 | −9,82 | 333 | −8,54 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 217 415 | −45,77 | 9 379 | −44,98 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sierra Capital LLC | 8 679 | −59,88 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 65 497 | −19,06 | 2 826 | −17,88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 521 | −81,47 | 281 | −81,22 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 42 123 | −2,47 | 1 817 | −1,03 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 15 289 | −2,80 | 660 | −1,35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 664 | −54,50 | 891 | −53,86 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 10 034 | −99,79 | 433 | −99,79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 518 | −0,51 | 109 | 0,93 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 21 942 | −84,49 | 947 | −84,27 | ||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 187 | −4,16 | 224 | −3,04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 28 343 | −6,05 | 1 223 | −4,68 | ||||
| 2025-08-12 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18 870 | −37,82 | 814 | −36,90 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 13 462 | −8,43 | 581 | −7,20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 32 870 | −3,53 | 1 409 | −2,76 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 645 | −53,13 | 71 | −53,02 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 058 | −40,28 | 218 | −39,44 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 915 | −10,26 | 212 | −8,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 682 | −25,04 | 202 | −24,44 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 114 692 | −0,42 | 4 948 | 1,02 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 91 421 | −2,68 | 3 944 | −1,28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 801 171 | −5,45 | 77 650 | −3,74 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 390 | −13,60 | 578 | −12,31 | ||||
| 2025-08-15 | 13F | Partners Value Investments LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 200 | −15,25 | 9 | −20,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Laffer Investments | 37 330 | −3,22 | 1 610 | −1,83 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 26 621 | −46,44 | 1 148 | −45,67 | ||||
| 2025-05-12 | 13F | Delphi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 185 457 | −1,35 | 8 001 | 0,09 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 085 | −23,91 | 780 | −22,77 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 28 862 | −3,72 | 1 245 | −2,28 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 10 439 | −11,07 | 447 | −10,42 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 5 786 | −6,09 | 250 | −4,60 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 865 | −7,57 | 253 | −5,95 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 298 | −3,27 | 833 | −1,89 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 5 817 | −1,87 | 251 | −0,79 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 31 845 | −2,57 | 1 373 | −1,15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 77 394 | −24,29 | 3 339 | −23,19 | ||||
| 2025-05-06 | 13F | Roundview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 42 231 | −0,08 | 1 822 | 1,34 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 380 | −0,34 | 275 | 1,48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 744 118 | −5,51 | 32 101 | −4,13 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42 937 | −4,08 | 1 852 | −2,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 534 206 | −4,17 | 23 046 | −2,77 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 11 062 | −0,76 | 477 | 0,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 60 100 | −76,35 | 2 593 | −76,01 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5 158 | −32,35 | 223 | −31,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 167 324 | −17,41 | 137 | −16,56 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 180 | −40,00 | 8 | −41,67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 700 | −18,17 | 246 | −17,23 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 216 | −2,95 | 441 | −1,57 |
