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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 3 443 | −3,20 | 270 | −13,23 | ||||
| 2025-08-05 | 13F | Burney Co/ | 18 422 | −6,69 | 1 469 | −5,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 022 | −12,95 | 480 | −11,44 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5 305 | −21,73 | 429 | −13,86 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 8 931 | −30,04 | 712 | −28,80 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 826 | −0,07 | 225 | 1,81 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 673 | −22,75 | 213 | −21,40 | ||||
| 2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 065 | −4,66 | 85 | −3,45 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 732 | −2,35 | 457 | −0,65 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7 435 | −6,30 | 593 | −4,66 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | −11,03 | 40 | −11,36 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7 483 | −32,87 | 597 | −31,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 644 | −97,46 | 450 | −97,41 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 134 128 | −47,69 | 10 698 | −46,78 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 214 | −60,22 | 17 | −61,90 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 10 404 | −2,42 | 830 | −0,72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 363 | −78,63 | 827 | −78,27 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 12 175 | −0,19 | 971 | 1,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33 400 | −84,28 | 2 664 | −84,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 54 917 | −5,16 | 4 380 | −3,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 163 | −47,76 | 13 | −50,00 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12 756 | −27,06 | 1 017 | −25,82 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 565 | −2,59 | 45 | 0,00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 52 440 | −3,45 | 4 183 | −1,78 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 289 773 | −3,40 | 23 | 0,00 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 020 | −20,46 | 241 | −19,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 709 | −2,27 | 1 572 | −0,57 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 115 | −7,26 | 10 | 12,50 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 66 985 | −1,70 | 5 343 | 0,00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 22 330 | −16,40 | 1 781 | −14,91 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 462 | −15,64 | 356 | −14,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 94 854 | −4,65 | 7 566 | −3,00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 165 | −15,38 | 13 | −13,33 | ||||
| 2025-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 069 | −36,13 | 564 | −41,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 305 697 | −67,30 | 24 382 | −66,74 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2 877 | −19,77 | 230 | −18,51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 746 | −2,02 | 343 | −8,04 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 5 041 | −7,52 | 402 | −5,85 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 844 | −40,36 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 296 | −75,17 | 24 | −75,27 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 5 985 | −49,29 | 477 | −48,43 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 042 | −18,11 | 866 | −26,45 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 203 | −29,16 | 734 | −27,90 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 087 | −2,63 | 1 203 | −0,91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10 577 | −15,45 | 844 | −13,98 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Marietta Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 5 160 | −2,95 | 412 | −1,20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 715 | −37,99 | 57 | −36,67 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 3 077 | −0,61 | 245 | 1,24 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21 433 | −1,01 | 1 710 | 0,71 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44 310 | −1,48 | 3 534 | 0,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 929 | −10,08 | 792 | −8,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 279 097 | −0,53 | 22 261 | 1,20 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 318 | −13,39 | 743 | −11,86 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 25 684 | −18,48 | 2 049 | −17,09 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 11 209 | −6,82 | 894 | −5,20 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 77 046 | −29,12 | 6 145 | −27,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 796 | −4,42 | 2 057 | −2,74 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 210 | −13,80 | 256 | −12,03 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 152 | −20,00 | 12 | −14,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 836 | −56,57 | 67 | −56,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 856 | −22,91 | 308 | −21,68 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 147 502 | −8,90 | 11 765 | −7,33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3 917 | −4,28 | 312 | −2,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 108 254 | −17,43 | 8 634 | −16,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3 904 | −21,15 | 311 | −19,85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 586 | −14,74 | 685 | −13,31 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | NP | DSMFX - Destinations Small-Mid Cap Equity Fund Class I | 191 459 | −24,04 | 14 727 | −30,41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 057 | −51,01 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 25 692 | −0,24 | 2 049 | 1,49 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 78 | −4,88 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | −45,78 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 4 208 | −1,45 | 336 | 0,30 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672 685 | −2,84 | 53 538 | −1,17 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 14 011 | −0,45 | 1 118 | 1,27 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 122 855 | −1,82 | 9 799 | −0,12 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 10 260 | −1,44 | 818 | 0,25 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 440 | −7,57 | 1 870 | −5,99 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 718 | −8,73 | 623 | −6,18 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 37 002 | −1,08 | 2 951 | 0,65 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 33 755 | −1,11 | 2 692 | 0,60 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 6 880 | −8,02 | 549 | −6,48 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2 508 | −5,61 | 200 | −3,85 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 923 | −53,79 | 1 589 | −52,99 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 001 | −3,38 | 319 | −1,54 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 53 885 | −66,22 | 4 298 | −65,64 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8 511 | −1,58 | 679 | 0,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 21 065 | −3,09 | 1 680 | −1,41 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 954 | −4,47 | 315 | −2,78 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 6 440 | −1,84 | 514 | −0,19 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 174 | −27,54 | 413 | −26,30 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3 660 | −1,05 | 292 | 0,69 | ||||
| 2025-04-10 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 142 177 | −34,81 | 11 147 | −41,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25 565 | −0,18 | 2 039 | 1,59 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 486 | −36,12 | 358 | −35,09 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 9 687 | −8,78 | 1 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49 398 | −3,09 | 3 940 | −1,43 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 10 299 | −10,51 | 821 | −8,98 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 392 | −64,10 | 31 | −63,53 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 74 319 | −3,75 | 5 928 | −2,08 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 703 | −19,52 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 53 | −93,38 | 4 | −93,55 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 038 | −6,95 | 242 | −5,10 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 766 | −1,10 | 779 | 0,52 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 542 | −2,96 | 681 | −1,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3 203 | −14,04 | 262 | −10,27 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 380 649 | −6,68 | 30 361 | −5,06 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3 467 | −20,63 | 276 | −19,30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | −4,17 | 37 | −2,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 785 | −30,92 | 1 100 | −29,73 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 16 430 | −46,13 | 1 310 | −45,21 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 129 038 | −30,88 | 10 | −28,57 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 550 | −0,90 | 1 400 | 0,79 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 206 077 | −30,19 | 16 | −30,43 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 346 | −0,52 | 506 | 1,20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 522 | −64,30 | 281 | −63,78 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 104 095 | −51,17 | 8 303 | −50,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 411 | −77,05 | 33 | −73,33 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 8 118 | −0,98 | 647 | 0,78 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 3 602 | −6,25 | 287 | −4,65 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2 938 | −2,16 | 234 | −0,43 | ||||
| 2025-04-21 | 13F | Jim Saulnier & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 484 | −0,98 | 517 | 0,78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28 249 | −12,05 | 2 253 | −10,52 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 6 825 | −2,47 | 544 | −0,73 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 6 049 | −49,79 | 482 | −48,94 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 754 | −6,19 | 938 | −4,58 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3 822 | −8,21 | 305 | −6,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 265 081 | −23,80 | 21 143 | −22,48 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 106 | −0,93 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 816 | −7,15 | 225 | −5,49 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 381 | −75,65 | 110 | −77,73 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 267 | −0,55 | 2 334 | 1,17 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 111 | −42,49 | 9 | −46,67 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 181 275 | −5,49 | 14 459 | −3,85 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 77 347 | −43,54 | 6 169 | −42,56 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17 802 | −0,72 | 1 420 | 1,00 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230 268 | −30,84 | 18 366 | −29,64 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 537 | −3,73 | 282 | −2,08 | ||||
| 2025-05-12 | 13F | Alesco Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 12 830 | −4,00 | 1 023 | −2,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 997 | −45,09 | 239 | −43,90 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 21 116 | −1,43 | 1 684 | 0,30 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11 087 | −14,37 | 884 | −12,91 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 16 568 | −6,64 | 1 321 | −5,03 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 370 | −7,12 | 3 154 | 5,73 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 19 102 | −3,65 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 8 198 | −1,38 | 654 | 0,31 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 399 | −0,54 | 356 | 2,60 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 4 992 | −20,12 | 398 | −18,61 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 51 875 | −16,84 | 4 195 | −10,04 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 132 | −67,49 | 11 | −67,74 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 741 | −31,61 | 458 | −30,55 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 69 259 | −6,32 | 5 524 | −4,69 | ||||
| 2025-08-12 | 13F | Prudential Plc | 11 337 | −32,02 | 904 | −30,83 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 23 706 | −4,24 | 1 891 | −2,58 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 22 459 | −8,64 | 1 791 | −7,06 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 15 188 | −2,03 | 1 211 | −0,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 579 | −80,56 | 605 | −82,24 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 50 832 | −3,97 | 4 054 | −2,29 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 056 | −62,74 | 323 | −62,13 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14 916 | −36,44 | 1 190 | −35,35 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 57 839 | −64,32 | 4 613 | −63,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 614 | −14,55 | 208 | −12,97 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 629 | −3,84 | 289 | −2,03 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 221 | −12,60 | 1 613 | −11,09 | ||||
| 2025-04-11 | 13F | Foster Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 2 680 | −0,19 | 214 | 1,43 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 36 759 | −6,98 | 2 931 | −5,39 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3 903 | −18,84 | 311 | −17,51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 593 | −51,58 | 7 058 | −50,77 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 63 | −40,57 | 5 | −37,50 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 160 891 | −13,64 | 12 833 | −12,15 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 5 515 | −0,47 | 440 | 1,15 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 14 294 | −21,65 | 1 140 | −20,28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 6 734 | −7,82 | 537 | −6,12 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 254 108 | −1,66 | 20 268 | 0,05 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 194 | −1,22 | 347 | 15,67 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5 195 | −11,95 | 414 | −10,39 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 910 | −1,14 | 312 | 0,32 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 105 561 | −3,63 | 8 420 | −1,96 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 8 452 | −2,59 | 674 | −0,88 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 8 072 | −4,95 | 644 | −3,31 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 465 960 | −15,39 | 38 787 | −10,17 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 101 732 | −3,96 | 8 114 | −2,29 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 86 114 | −8,62 | 6 868 | −7,04 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 37 578 | −12,86 | 2 997 | −11,36 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 119 | −28,52 | 488 | −27,27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 547 | −14,88 | 283 | −13,50 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | −60,00 | 1 | −100,00 | ||||
| 2025-05-15 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 23 486 | −7,02 | 1 873 | −5,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 573 | −14,64 | 3 794 | −13,16 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 18 936 | −73,96 | 1 510 | −73,51 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 24 548 | −15,38 | 2 066 | −4,13 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 207 | −77,92 | 256 | −77,59 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 6 474 | −5,86 | 539 | 9,80 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 375 | −1,77 | 748 | −0,13 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Capricorn Fund Managers Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 175 117 | −5,87 | 173 487 | −4,24 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 56 088 | −2,27 | 4 474 | −0,58 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 20 504 | −0,16 | 1 635 | 1,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 350 | −3,05 | 187 | −1,58 | ||||
| 2025-04-22 | 13F | Marietta Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 49 | −25,76 | 4 | −40,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 11 503 | −84,24 | 918 | −84,92 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 180 752 | −16,80 | 14 417 | −15,36 | ||||
| 2025-05-09 | 13F | Aviso Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 159 | −10,67 | 731 | −9,09 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 2 888 | −42,86 | 230 | −41,92 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 567 | −2,67 | 284 | −1,05 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22 570 | −5,81 | 1 800 | −4,15 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 202 579 | −15,57 | 16 158 | −14,11 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 35 147 | −1,01 | 2 803 | 0,72 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 | −46,33 | 10 | −47,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 35 619 | −14,50 | 2 841 | −13,04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 618 | −34,10 | 2 | −50,00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 3 219 | −96,07 | 257 | −92,17 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 211 011 | −1,83 | 16 830 | −0,13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 87 666 | −1,56 | 6 992 | 0,16 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17 057 | −16,63 | 1 395 | −8,17 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14 954 | −0,06 | 1 193 | 1,62 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 81 988 | −0,59 | 6 539 | 1,18 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 4 682 | −2,28 | 373 | −0,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 115 | −3,73 | 408 | −2,40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 54 186 | −3,26 | 4 493 | 2,28 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 36 717 | −1,04 | 2 929 | 0,69 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4 919 | −0,67 | 392 | 1,03 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 21 509 | −1,19 | 1 716 | 0,53 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 13 130 | −35,81 | 1 047 | −34,68 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130 646 | −16,97 | 10 420 | −15,53 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 988 | −15,40 | 557 | −13,91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 418 | −42,43 | 193 | −41,64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 095 | −0,07 | 327 | 1,56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 82 294 | −4,32 | 6 564 | −2,67 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 689 | −3,14 | 613 | −1,45 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34 213 | −4,63 | 2 729 | −2,99 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 786 | −5,88 | 382 | −4,27 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 19 638 | −4,99 | 1 566 | −3,33 |
