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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Burney Co/ | 13 969 | −28,99 | 1 240 | −24,08 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 137 | −1,98 | 456 | 4,60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6 469 | −0,86 | 537 | −9,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 310 | −14,22 | 205 | −8,07 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 22 163 | −2,12 | 2 010 | 6,92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 648 | −16,23 | 235 | −10,31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 632 | −1,56 | 677 | 5,29 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 394 | −26,65 | 1 455 | −21,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 601 | −0,12 | 231 | 6,48 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | −75,50 | 26 | −74,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3 652 | −0,79 | 324 | 6,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 799 | −96,03 | 1 136 | −95,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38 452 | −38,21 | 3 413 | −33,93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 093 | −98,44 | 363 | −98,34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120 797 | −47,37 | 10 721 | −43,72 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18 824 | −0,27 | 1 671 | 6,64 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 998 | −4,22 | 532 | 2,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 280 | −0,02 | 1 179 | 6,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80 534 | −35,81 | 7 147 | −31,36 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271 280 | −24,70 | 24 076 | −19,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59 895 | −47,43 | 5 316 | −43,80 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | −13,33 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 375 | −10,19 | 300 | −3,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716 965 | −1,77 | 63 631 | 5,03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | −63,65 | 79 | −61,39 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 835 | −38,77 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16 514 | −8,19 | 1 466 | −1,81 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 028 | −60,49 | 713 | −57,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 310 | −45,44 | 919 | −41,39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 806 | −18,40 | 897 | −25,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 968 | −29,94 | 885 | −28,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 761 | −4,71 | 334 | 5,05 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 24 075 | −8,03 | 2 137 | −1,66 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 265 | −9,15 | 201 | −2,43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28 870 | −5,62 | 2 562 | 0,95 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 030 | −7,53 | 358 | −1,11 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 044 | −7,05 | 891 | −0,56 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 060 | −4,94 | 1 780 | 1,66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14 780 | −7,42 | 1 312 | −1,06 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3 103 | −26,68 | 275 | −21,65 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4 909 | −8,69 | 436 | −2,47 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 673 | −1,07 | 237 | 5,80 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38 097 | −6,85 | 3 381 | −0,38 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12 936 | −9,15 | 1 148 | −2,79 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4 981 | −14,80 | 442 | −8,87 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5 448 | −1,80 | 484 | 5,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7 030 | −2,86 | 1 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62 246 | −2,73 | 5 524 | 4,01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | −59,62 | 11 | −57,69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19 501 | −33,11 | 1 731 | −28,48 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 871 | −0,55 | 432 | 6,40 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12 547 | −1,17 | 1 114 | 5,70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 392 | −19,35 | 390 | −13,94 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 599 | −4,30 | 2 361 | 2,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81 009 | −3,76 | 7 190 | 2,91 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | −27,60 | 70 | −23,33 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7 064 | −2,50 | 627 | 4,16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55 051 | −4,90 | 4 886 | 1,69 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 930 | −24,95 | 970 | −19,70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11 136 | −1,43 | 988 | 10,76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 162 | −13,13 | 547 | −7,46 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2 354 | −11,24 | 209 | −5,45 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174 467 | −8,81 | 14 481 | −16,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141 086 | −23,82 | 12 521 | −18,54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2 286 | −7,64 | 203 | −1,46 | ||||
| 2025-07-14 | 13F | Friday Financial | 12 385 | −8,83 | 1 099 | −4,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10 489 | −0,16 | 931 | 6,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 486 | −1,79 | 487 | 4,97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 109 | −41,93 | 542 | −37,92 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43 516 | −5,10 | 3 862 | 1,50 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 708 | −0,30 | 329 | 6,82 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2 438 | −19,59 | 218 | −13,89 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 816 | −1,54 | 871 | 5,32 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 629 | −3,93 | 1 565 | 2,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 790 | −0,06 | 159 | 6,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 604 | −25,87 | 320 | −20,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 265 | −3,35 | 1 443 | 4,34 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243 460 | −6,73 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 845 | −2,17 | 607 | 4,66 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21 162 | −0,48 | 1 878 | 6,46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9 329 | −10,95 | 828 | −4,83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7 975 | −32,10 | 708 | −27,41 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 61 230 | −97,64 | 5 434 | −97,47 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21 447 | −16,17 | 1 903 | −10,36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21 288 | −5,63 | 1 889 | 0,91 | ||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124 072 | −37,34 | 11 011 | −33,00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32 051 | −14,88 | 2 845 | −8,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8 080 | −12,02 | 717 | −5,91 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18 007 | −3,53 | 1 495 | −11,39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 659 | −48,63 | 429 | −41,85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15 878 | −3,28 | 1 409 | 3,45 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | −72,89 | 16 | −71,43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 154 | −89,25 | 191 | −88,51 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2 989 | −3,55 | 265 | 3,11 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18 571 | −1,96 | 1 648 | 4,83 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17 732 | −4,59 | 1 574 | 2,01 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8 915 | −10,37 | 791 | −4,12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4 735 | −6,88 | 420 | −0,47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 032 | −10,68 | 358 | −4,55 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 153 | −22,02 | 457 | −16,61 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222 368 | −0,75 | 19 735 | 6,13 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5 015 | −5,29 | 445 | 1,37 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54 440 | −2,43 | 4 832 | 4,34 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38 500 | −6,56 | 3 417 | −0,12 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | −25,00 | 3 | −33,33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 650 | −10,71 | 768 | −4,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130 792 | −4,78 | 11 592 | 2,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | LTG Capital LLC | 14 650 | −5,40 | 1 300 | 1,17 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 823 | −83,44 | 251 | −82,32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 621 | −2,26 | 499 | 4,40 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 549 | −4,11 | 492 | 2,50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3 366 | −21,78 | 299 | −16,53 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32 275 | −4,74 | 2 865 | 1,92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32 253 | −3,07 | 2 863 | 3,66 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 586 | −31,31 | 230 | −26,60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 175 | −1,37 | 282 | 5,24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2 442 | −41,06 | 217 | −37,03 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6 039 | −1,55 | 536 | 5,11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50 382 | −4,71 | 4 471 | 1,89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33 487 | −9,94 | 2 972 | −3,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 524 | −3,14 | 757 | 3,56 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124 227 | −38,28 | 11 025 | −34,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14 042 | −0,47 | 1 246 | 6,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17 328 | −3,49 | 1 538 | 3,15 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10 255 | −0,44 | 910 | 6,56 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 219 | −68,18 | 204 | −63,96 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31 228 | −96,98 | 2 771 | −96,78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45 591 | −4,01 | 4 143 | 5,10 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104 136 | −1,56 | 9 242 | 5,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 528 | −0,16 | 757 | 6,78 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7 386 | −44,77 | 656 | −40,94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52 054 | −3,67 | 4 620 | 2,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 931 | −2,37 | 260 | 4,42 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | −34,11 | 13 | −29,41 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6 158 | −0,32 | 547 | 6,64 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26 568 | −0,70 | 2 358 | 6,17 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3 284 | −22,42 | 291 | −17,09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2 418 | −60,73 | 215 | −58,12 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2 660 | −40,37 | 236 | −36,22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191 830 | −17,85 | 17 025 | −12,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59 265 | −18,10 | 5 260 | −12,44 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45 259 | −13,88 | 4 017 | −7,91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 14 492 | −20,51 | 1 286 | −15,00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10 908 | −2,40 | 968 | 4,42 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4 465 | −10,79 | 397 | −4,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107 602 | −9,85 | 9 550 | −3,60 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14 180 | −1,21 | 1 258 | 5,63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 709 | −10,44 | 418 | −4,36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16 517 | −18,82 | 1 489 | −9,04 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9 519 | −5,70 | 845 | 0,84 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 79 176 | −6,81 | 7 027 | −0,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | −14,74 | 12 | −8,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50 663 | −1,50 | 4 496 | 5,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67 598 | −11,54 | 6 | −16,67 | ||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 394 | −0,67 | 656 | 6,32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 117 | −3,52 | 2 052 | 3,17 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | −37,50 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 035 | −0,22 | 447 | 6,70 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96 775 | −7,22 | 8 589 | −0,80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 994 | −0,34 | 709 | 6,62 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19 834 | −0,81 | 1 760 | 6,09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 858 | −0,78 | 520 | 5,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27 770 | −18,22 | 2 465 | −12,56 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18 118 | −1,25 | 1 608 | 5,58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30 162 | −15,09 | 2 677 | −9,23 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 |
