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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 7 188 | −63,11 | 183 | −62,65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 151 401 | −1,12 | 3 858 | 0,13 | ||||
| 2025-08-14 | 13F | Little Harbor Advisors, LLC | 232 470 | −18,62 | 6 | −28,57 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 465 755 | −18,61 | 12 | −21,43 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | −81,02 | 6 | −82,76 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 600 900 | −28,60 | 15 311 | −27,69 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 279 839 | −0,03 | 7 130 | 1,25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 582 | −94,36 | 40 | −94,33 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 280 963 | −9,35 | 7 089 | −10,81 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 590 | −26,89 | 15 | −25,00 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 403 848 | −1,70 | 10 290 | −0,45 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 607 | −71,98 | 15 | −72,22 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 450 699 | −5,13 | 11 484 | −3,92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 63 256 | −66,75 | 1 612 | −66,34 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 38 840 | −16,37 | 990 | −15,33 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 277 853 | −46,10 | 7 080 | −45,42 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 17 786 | −23,55 | 453 | −22,56 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 12 742 | −9,37 | 325 | −8,22 | ||||
| 2025-05-30 | NP | NB Crossroads Private Markets Access Fund LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 25 271 | −0,60 | 644 | 0,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 994 | −33,69 | 25 | −32,43 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 171 | −11,40 | 4 | 0,00 | ||||
| 2025-05-08 | 13F | Nicolet Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 57 111 | −2,67 | 1 455 | −1,42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 162 500 | −33,94 | 4 140 | −33,11 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 30 124 | −1,40 | 768 | −0,13 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 61 740 | −1,94 | 1 573 | −0,69 | ||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 22 544 | −26,92 | 574 | −26,03 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 22 975 | −0,55 | 585 | 0,69 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 807 | −0,86 | 21 | 0,00 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 150 619 | −1,26 | 3 838 | −0,03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 103 482 | −0,08 | 2 637 | 1,19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18 065 | −85,47 | 460 | −85,29 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | IOBAX - ICON FLEXIBLE BOND FUND Investor Class | 10 000 | −75,00 | 252 | −74,85 | ||||
| 2025-07-28 | 13F | Essex LLC | 1 050 861 | −3,52 | 26 776 | −2,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 40 151 | −16,18 | 1 023 | −14,61 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 13 201 | −5,81 | 336 | −4,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 208 733 | −9,71 | 5 319 | −8,56 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 534 991 | −28,45 | 13 632 | −27,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 125 973 | −52,67 | 3 210 | −52,08 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47 175 | −68,10 | 1 202 | −67,70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 356 | −17,81 | 136 | −16,56 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 338 175 | −0,69 | 8 617 | 0,57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 30 132 | −0,20 | 768 | 1,05 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 14 023 | −58,17 | 357 | −57,65 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13 999 | −52,79 | 357 | −52,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 094 695 | −1,42 | 53 373 | −0,17 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10 626 | −9,99 | 271 | −9,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56 889 | −13,74 | 1 450 | −12,66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 419 449 | −58,24 | 10 688 | −57,71 | ||||
| 2025-08-22 | NP | RMIF - LHA Risk-Managed Income ETF | 232 470 | −18,62 | 5 923 | −17,59 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 27 | −3,57 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 27 012 | −9,15 | 688 | −8,02 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 71 378 | −0,67 | 1 819 | 0,55 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 989 520 | −76,40 | 25 213 | −76,10 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 278 | −1,78 | 211 | −0,94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15 779 630 | −15,52 | 401 509 | −15,32 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 122 875 | −2,70 | 3 131 | −1,48 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 718 173 | −0,13 | 18 299 | 1,14 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 19 535 | −15,34 | 498 | −14,31 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 58 169 | −57,95 | 1 464 | −58,10 | ||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 35 960 | −21,75 | 916 | −20,76 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 1 066 | −83,10 | 27 | −83,85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46 323 | −35,06 | 1 178 | −34,32 | ||||
| 2025-03-28 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 211 551 | −51,59 | 5 407 | −51,43 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 | −96,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 633 | −17,75 | 93 | −17,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60 475 | −3,34 | 1 541 | −2,16 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9 478 | −29,21 | 242 | −28,27 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 115 325 | −13,73 | 2 938 | −12,64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 294 224 | −16,55 | 7 497 | −15,42 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 400 | −30,80 | 10 | −28,57 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 382 | −13,40 | 214 | −12,35 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 33 859 | −1,24 | 863 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 359 | −15,22 | 875 | −14,13 | ||||
| 2025-08-28 | NP | PLFLX - Aristotle Floating Rate Income Fund Class A | 1 169 350 | −14,07 | 29 795 | −12,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 147 072 | −72,62 | 3 747 | −72,27 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 174 966 | −52,18 | 4 432 | −50,83 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44 843 | −86,46 | 1 143 | −86,29 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 833 | −1,79 | 5 933 | −0,55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 415 | −12,35 | 240 | −11,48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 675 948 | −22,02 | 17 223 | −21,03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 239 830 | −4,37 | 6 | 0,00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 258 251 | −45,63 | 6 580 | −44,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 71 368 | −16,72 | 1 818 | −15,68 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 122 935 | −9,71 | 3 132 | −8,55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13 758 | −20,56 | 351 | −19,54 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 955 | −1,82 | 305 | −0,65 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 039 | −7,29 | 77 | −6,10 | ||||
| 2025-05-20 | 13F | Ilmarinen Mutual Pension Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 4 025 200 | −24,22 | 102 562 | −23,25 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 23 295 | −77,95 | 594 | −77,69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 195 | −12,60 | 107 | −11,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 947 | −1,57 | 75 | 0,00 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 180 854 | −0,66 | 4 608 | 0,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 581 346 | −5,40 | 14 813 | −4,20 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 28 141 | −98,99 | 717 | −98,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 999 | −97,77 | 25 | −97,78 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 135 938 | −12,53 | 3 464 | −11,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18 494 | −3,47 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 082 644 | −27,47 | 27 586 | −26,54 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 312 199 | −3,35 | 7 955 | −2,13 | ||||
| 2025-05-14 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 13 084 | −16,04 | 333 | −15,05 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 799 | −5,59 | 708 | −4,32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Avos Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 42 290 | −7,20 | 1 078 | −6,02 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 37 778 | −7,33 | 963 | −6,15 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 224 693 | −1,36 | 5 725 | −0,10 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 41 782 | −8,58 | 1 065 | −7,40 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 47 153 | −11,05 | 1 201 | −9,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 223 158 | −0,35 | 5 686 | 0,92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45 738 | −10,24 | 1 165 | −9,13 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 771 | −1,06 | 45 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 822 | −1,27 | 250 | 0,00 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 134 879 | −21,39 | 3 437 | −20,39 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 72 770 | −20,62 | 1 854 | −19,60 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 151 798 | −1,21 | 3 868 | 0,05 | ||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 687 | −83,83 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 79 495 | −3,16 | 2 026 | −1,94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 319 | −4,00 | 237 | −2,87 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 7 239 | −2,52 | 184 | −1,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 45 910 | −14,67 | 1 170 | −13,92 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 213 506 | −0,89 | 5 440 | 0,37 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 137 555 | −10,58 | 3 505 | −9,46 | ||||
| 2025-05-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 1 379 | −87,77 | 35 | −87,63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 800 | −85,19 | 224 | −85,01 | |||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 50 970 | −83,46 | 1 299 | −83,26 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5 439 | −2,47 | 139 | −1,43 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 330 441 | −0,15 | 8 420 | 1,12 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 3 689 415 | −9,78 | 94 006 | −8,63 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 584 | −19,70 | 1 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 125 313 | −29,66 | 3 | −25,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 34 911 | −18,63 | 890 | −17,61 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 633 614 | −2,06 | 41 624 | −0,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 191 152 | −2,65 | 4 871 | −1,42 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 636 | −23,19 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23 193 | −2,08 | 591 | −0,84 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1 947 | −58,36 | 50 | −58,12 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 272 774 | −39,48 | 6 950 | −38,71 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 22 870 | −34,63 | 583 | −33,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 159 082 | −24,08 | 4 | −20,00 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 113 950 | −0,84 | 2 869 | −0,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12 400 | −40,95 | 316 | −40,34 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 572 | −0,37 | 269 | 1,13 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 866 902 | −1,79 | 73 049 | −0,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 000 | −79,57 | 535 | −79,31 | |||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 77 233 | −0,19 | 1 968 | 1,08 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 8 620 | −23,60 | 220 | −22,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 429 | −66,15 | 36 | −66,04 | ||||
| 2025-08-14 | 13F | Pacific Asset Management LLC | 1 381 734 | −9,80 | 35 207 | −8,66 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6 641 043 | −18,60 | 169 214 | −17,56 |
