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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Tlwm | 13 986 | −0,60 | 566 | 10,55 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11 710 | −1,28 | 474 | 9,98 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 863 | −1,38 | 1 745 | 13,54 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 545 176 | −3,62 | 22 074 | 7,19 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 325 401 | −32,35 | 13 176 | −24,77 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24 369 | −0,51 | 887 | 6,23 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 683 | −5,86 | 230 | 5,02 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10 110 | −6,59 | 409 | 3,81 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 46 587 | −1,41 | 1 886 | 9,65 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23 911 | −20,13 | 968 | −11,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 822 | −17,07 | 74 | −7,59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20 862 | −1,74 | 845 | 9,18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 369 949 | −11,42 | 14 979 | −1,49 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 489 841 | −2,58 | 19 834 | 8,34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 231 593 | −0,91 | 9 377 | 10,19 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 114 675 | −0,43 | 4 643 | 10,73 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2 912 | −0,48 | 118 | 10,38 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 18 997 | −7,54 | 769 | 2,81 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 36 271 | −2,47 | 1 469 | 8,42 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 8 376 | −1,23 | 339 | 10,06 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 133 128 | −8,64 | 5 421 | 1,82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 46 088 | −14,25 | 1 866 | −4,65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 95 099 | −3,79 | 3 840 | 5,79 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 661 727 | −6,01 | 26 793 | 4,53 | ||||
| 2025-08-04 | 13F | Balentine LLC | 24 253 | −3,47 | 982 | 7,44 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 932 870 | −6,34 | 37 772 | 4,16 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 29 630 | −22,09 | 1 200 | −13,37 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 16 580 | −15,42 | 671 | −5,89 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 8 324 | −5,74 | 337 | 4,98 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 558 485 | −16,82 | 63 | −7,35 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53 674 | −28,55 | 2 173 | −20,55 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 247 342 | −9,14 | 10 015 | 1,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 805 | −18,02 | 397 | −8,74 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 566 317 | −18,43 | 22 930 | −9,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 700 | −95,59 | 28 | −95,16 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 480 | −35,91 | 19 | −29,63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 85 900 | −30,28 | 3 478 | −22,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 282 | −29,96 | 902 | −22,11 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 71 545 | −2,19 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 35 325 | −6,88 | 1 438 | 4,13 | ||||
| 2025-05-06 | 13F | Jackson Hole Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 79 708 | −3,58 | 3 227 | 7,24 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 69 213 | −8,05 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 176 566 | −5,49 | 7 149 | 5,10 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77 263 | −0,49 | 3 128 | 10,65 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109 305 | −24,33 | 4 426 | −15,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 087 321 | −6,34 | 84 516 | 4,15 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22 935 | −4,17 | 929 | 6,54 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 177 448 | −41,88 | 7 185 | −35,38 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 10 980 | −11,31 | 443 | 0,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 53 036 | −5,01 | 2 147 | 5,56 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 17 150 | −32,55 | 694 | −24,97 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 5 278 | −24,59 | 214 | −16,14 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 920 | −63,61 | 362 | −61,14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 89 077 | −0,01 | 3 607 | 11,19 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32 598 | −13,58 | 1 320 | −3,93 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 2 372 040 | −5,97 | 96 044 | 4,56 | ||||
| 2025-07-07 | 13F | Trust Co | 816 | −0,12 | 33 | 13,79 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8 911 | −51,93 | 361 | −46,51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 292 932 | −1,56 | 92 841 | 9,47 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 352 | −0,33 | 379 | 10,85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 176 641 | −7,70 | 7 152 | 2,64 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8 373 | −3,41 | 339 | 7,62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 20 851 | −2,42 | 844 | 8,48 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 259 147 | −3,39 | 10 493 | 7,42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 555 | −32,69 | 387 | −25,19 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 636 | −11,03 | 228 | −0,87 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 8 476 | −1,36 | 343 | 9,94 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61 738 | −2,96 | 2 500 | 7,90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 173 800 | −27,58 | 7 037 | −19,47 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 85 427 | −7,78 | 3 459 | 2,46 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 215 | −10,42 | 9 | −11,11 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 7 887 | −0,67 | 319 | 10,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 077 404 | −5,46 | 246 | 5,13 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 37 709 | −3,43 | 1 527 | 7,39 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 5 447 | −27,17 | 221 | −19,12 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 96 213 | −3,32 | 3 830 | 6,01 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65 811 | −2,26 | 2 665 | 8,69 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 20 403 | −17,26 | 826 | −7,92 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 863 857 | −32,11 | 34 978 | −24,50 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 96 578 | −79,96 | 4 | −82,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 478 412 | −29,06 | 19 371 | −21,11 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13 953 | −45,59 | 565 | −39,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 647 594 | −13,33 | 269 161 | −3,62 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 149 435 | −15,39 | 6 051 | −5,91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 91 | −61,11 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 339 672 | −4,26 | 13 713 | 6,15 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 318 | −94,37 | 418 | −93,43 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 94 543 | −1,25 | 3 828 | 5,63 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5 521 | −0,52 | 224 | 10,40 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52 237 | −36,40 | 2 115 | −29,26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 936 | −1,66 | 240 | 9,59 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 92 378 | −3,66 | 3 740 | 7,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 382 482 | −16,19 | 96 467 | −6,79 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 57 666 | −48,24 | 2 335 | −42,46 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 086 | −44,62 | 530 | −38,49 | ||||
| 2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 821 016 | −5,88 | 33 243 | 4,67 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6 861 | −68,49 | 256 | −67,80 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 323 195 | −1,35 | 13 086 | 9,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 569 | −55,83 | 833 | −50,91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 81 497 | −6,86 | 3 300 | 3,58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12 812 | −0,47 | 519 | 10,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 068 | −46,47 | 813 | −40,51 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 17 385 | −56,54 | 704 | −51,72 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 11 629 | −7,27 | 471 | 9,81 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 37 122 | −1,88 | 1 503 | 9,15 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 390 541 | −3,22 | 55 510 | 0,37 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 19 625 | −0,40 | 795 | 10,74 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 9 423 | −12,95 | 382 | −3,30 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 96 345 | −8,43 | 3 901 | 1,85 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9 415 | −3,88 | 381 | 7,02 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 19 194 | −10,27 | 777 | −0,13 | ||||
| 2025-08-08 | 13F | King Wealth | 6 657 | −1,11 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 196 | −0,51 | 575 | 9,54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 141 781 | −8,93 | 127 211 | 1,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 42 386 | −2,30 | 1 716 | 8,68 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 906 904 | −1,24 | 36 721 | 9,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 562 638 | −44,63 | 63 271 | −38,43 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 583 | −60,29 | 64 | −55,86 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 128 270 | −3,06 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 34 409 | −2,14 | 1 393 | 8,83 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 109 294 | −1,02 | 44 915 | 10,07 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 826 | −47,54 | 762 | −41,65 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19 396 | −0,51 | 785 | 10,72 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 83 252 | −6,58 | 3 371 | 3,88 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 494 549 | −35,43 | 20 024 | −28,20 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16 505 | −8,43 | 668 | 1,83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 48 102 | −1,95 | 1 948 | 9,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 99 967 | −39,74 | 4 048 | −33,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 6 855 | −2,34 | 278 | 8,63 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 025 569 | −14,08 | 82 319 | −4,10 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 148 590 | −25,50 | 6 016 | −17,16 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 54 433 | −0,75 | 2 204 | 10,37 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5 087 | −5,60 | 206 | 4,59 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 989 580 | −0,99 | 120 883 | 9,88 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2 230 292 | −63,50 | 90 305 | −59,41 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 25 997 | −54,83 | 1 053 | −49,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 887 478 | −8,53 | 359 854 | 1,72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 608 | −20,59 | 267 | −11,59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 268 733 | −2,63 | 10 881 | 8,29 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 9 882 | −2,58 | 400 | 8,40 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18 618 | −3,76 | 754 | 6,96 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 11 939 | −5,61 | 483 | 5,00 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 127 107 | −1,18 | 5 147 | 9,89 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 10 188 | −42,91 | 413 | −36,52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 056 107 | −2,55 | 83 252 | 8,37 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 5 300 | −8,62 | 215 | 1,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 191 564 | −3,32 | 7 756 | 7,51 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 63 213 | −9,82 | 2 516 | 4,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 875 425 | −2,28 | 75 936 | 8,67 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 667 882 | −5,91 | 27 043 | 4,63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 690 437 | −32,46 | 27 956 | −24,89 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 10 761 | −7,80 | 436 | 2,59 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 661 | −5,66 | 905 | 3,43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 829 | −1,98 | 277 | 9,09 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 26 484 | −2,47 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2 652 | −66,60 | 107 | −62,98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 016 | −5,27 | 689 | 5,20 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 100 142 | −6,12 | 4 055 | 4,40 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 24 289 | −8,13 | 983 | 1,87 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 6 259 | −69,61 | 253 | −66,22 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 8 709 | −2,82 | 353 | 7,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25 818 | −0,19 | 1 045 | 11,05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 549 128 | −1,80 | 22 234 | 9,20 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4 340 | −13,85 | 176 | −4,37 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 223 341 | −3,72 | 9 043 | 7,07 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6 914 | −0,29 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 101 618 | −0,25 | 4 115 | 10,92 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 8 558 | −9,92 | 347 | 0,29 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 55 337 | −23,87 | 2 241 | −15,34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 90 181 | −2,71 | 3 651 | 8,18 | ||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 53 354 | −0,82 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 530 | −6,43 | 264 | 3,94 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 4 136 950 | −23,69 | 167 505 | −15,14 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 782 | −16,66 | 356 | −7,31 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 15 420 | −7,27 | 624 | 3,14 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30 409 | −0,37 | 1 231 | 10,80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 561 | −2,32 | 873 | 8,72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 207 187 | −34,23 | 8 389 | −26,87 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 17 899 | −2,85 | 725 | 8,06 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 428 | −12,31 | 220 | −2,67 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 98 032 | −2,71 | 3 969 | 8,21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50 148 | −5,05 | 2 030 | 5,62 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7 326 | −45,82 | 292 | −42,29 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 77 877 | −2,69 | 3 153 | 8,24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 50 769 | −70,05 | 2 056 | −66,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 194 361 | −32,76 | 7 870 | −25,24 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | M1 Capital Management LLC | 7 724 | −3,81 | 313 | 6,85 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 79 116 | −24,05 | 3 203 | −15,55 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 5 700 | −27,19 | 231 | −19,30 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 620 192 | −3,57 | 25 112 | 3,13 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 177 842 | −1,04 | 88 181 | 10,04 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 84 298 | −0,84 | 3 413 | 10,27 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 5 552 | −33,56 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 43 325 | −6,72 | 1 754 | 3,73 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 278 425 | −1,17 | 11 273 | 9,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 657 | −11,82 | 674 | −1,89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13 361 | −3,50 | 541 | 7,14 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 180 370 | −0,36 | 7 303 | 10,80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 55 979 | −11,07 | 2 267 | −1,09 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 48 971 | −0,16 | 1 983 | 11,04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 7 509 | −6,65 | 304 | 4,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 365 | −31,48 | 258 | −21,17 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7 795 | −53,54 | 316 | −48,36 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 163 | −12,78 | 938 | −3,00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 5 539 | −30,08 | 224 | −22,22 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 77 385 | −0,51 | 3 133 | 10,67 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 117 828 | −3,24 | 4 771 | 7,60 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 336 622 | −3,14 | 13 630 | 7,71 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 26 600 | −1,54 | 1 077 | 9,56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 194 710 | −24,58 | 7 884 | −16,13 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 13 383 | −3,60 | 542 | 7,13 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 30 144 | −2,90 | 1 221 | 7,96 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 25 765 | −78,49 | 1 047 | −76,31 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1 782 920 | −49,74 | 72 190 | −44,11 | ||||
| 2025-05-01 | 13F | Ai Financial Services Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 37 203 | −3,68 | 1 506 | 7,11 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 16 540 | −33,99 | 670 | −26,64 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 13 175 | −20,58 | 533 | −11,61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 59 746 614 | −8,38 | 2 419 140 | 1,89 | ||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 22 431 | −27,17 | 908 | −19,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 117 | −9,30 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13 588 | −7,80 | 550 | 2,61 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 16 716 | −28,69 | 677 | −20,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 927 | −54,84 | 119 | −50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 56 861 | −0,51 | 2 302 | 10,62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 69 849 | −65,64 | 2 828 | −61,79 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 191 222 | −3,94 | 7 951 | 12,96 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60 074 | −55,62 | 2 432 | −50,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 9 634 | −15,74 | 390 | −6,25 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 658 015 | −2,84 | 26 643 | 8,05 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 76 195 | −4,22 | 3 085 | 6,53 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 100 358 | −0,85 | 4 063 | 10,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8 374 | −48,86 | 339 | −43,12 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 60 067 | −17,20 | 2 187 | −11,67 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 20 843 | −7,49 | 844 | 2,80 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 794 885 | −19,89 | 113 107 | −10,96 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20 195 | −2,70 | 818 | 8,21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83 368 | −1,85 | 3 376 | 9,15 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 14 913 | −2,18 | 604 | 8,65 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 7 014 | −14,22 | 284 | −4,71 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 24 313 | −1,32 | 984 | 9,70 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 7 758 | −2,81 | 314 | 8,28 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 58 600 | −5,17 | 2 373 | 5,47 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 346 687 | −1,89 | 14 037 | 9,10 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 22 552 | −22,18 | 913 | −16,08 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 7 650 | −12,57 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 1 053 989 | −3,83 | 38 376 | 2,59 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 567 095 | −51,30 | 22 962 | −45,84 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 288 492 | −0,88 | 11 724 | 10,65 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27 524 | −52,50 | 1 114 | −47,18 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 1 000 430 | −1,60 | 40 507 | 9,43 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 43 074 | −19,17 | 1 744 | −10,10 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 72 182 | −0,66 | 2 923 | 10,47 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 64 339 | −3,91 | 2 605 | 6,89 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 247 426 | −4,69 | 10 018 | 5,99 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 8 499 | −9,84 | 344 | 0,29 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 22 | −98,20 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 10 900 | −46,13 | 441 | −40,08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7 430 | −16,11 | 301 | −6,83 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 83 912 | −4,44 | 3 398 | 6,26 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 29 984 | −3,05 | 1 214 | 7,82 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 12 811 | −43,35 | 519 | −37,06 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32 354 | −13,38 | 1 310 | −3,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 275 080 | −1,07 | 11 138 | 10,02 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 132 119 | −32,36 | 5 349 | −24,79 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4 981 | −24,52 | 202 | −16,25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 26 653 | −10,14 | 1 079 | 0,00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 107 204 | −18,24 | 4 341 | −9,07 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2 021 931 | −2,71 | 81 868 | 8,19 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 418 246 | −1,73 | 178 893 | 9,27 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 90 542 | −7,49 | 3 666 | 2,89 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122 335 | −6,40 | 4 953 | 4,10 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 187 368 | −24,68 | 7 587 | −16,24 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 37 634 | −0,72 | 1 524 | 10,36 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 37 528 | −2,34 | 1 520 | 8,58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 550 | −0,75 | 225 | 10,34 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 331 523 | −3,11 | 13 423 | 7,75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 35 425 | −2,09 | 1 434 | 8,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 290 351 | −0,09 | 11 756 | 11,10 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163 036 | −0,58 | 6 601 | 10,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 18 628 | −3,56 | 752 | 16,05 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 11 040 | −1,47 | 447 | 9,83 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 10 040 | −21,70 | 409 | −12,45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 271 295 | −2,85 | 91 965 | 8,04 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 115 468 | −28,90 | 4 675 | −20,94 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 554 455 | −2,33 | 62 940 | 8,61 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 66 378 | −44,25 | 2 684 | −38,09 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 43 462 | −48,42 | 1 760 | −42,67 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 970 305 | −0,95 | 39 287 | 10,15 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 13 069 | −68,36 | 529 | −64,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 333 | −4,97 | 580 | 17,89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10 206 | −3,65 | 413 | 7,27 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 184 | −0,86 | 88 | 10,00 | ||||
| 2025-07-16 | 13F | Novem Group | 144 833 | −0,59 | 5 864 | 10,56 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 5 629 | −64,94 | 228 | −61,13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 112 120 | −2,37 | 166 500 | 8,61 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11 235 | −18,03 | 409 | −12,42 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 207 592 | −1,09 | 8 405 | 9,98 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 5 024 596 | −19,62 | 203 446 | −10,61 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 140 821 | −15,40 | 5 702 | −5,92 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 128 197 | −1,80 | 5 191 | 9,19 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 35 390 | −3,39 | 1 433 | 7,43 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 62 488 | −11,63 | 3 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 378 | −9,51 | 87 | −6,52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 805 968 | −5,23 | 32 634 | 5,38 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 56 063 | −6,86 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11 632 | −10,54 | 471 | −0,63 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 147 304 | −0,41 | 5 964 | 10,75 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 616 | −3,90 | 25 | 4,35 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 363 227 | −0,09 | 14 707 | 11,11 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5 088 | −1,81 | 206 | 9,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 077 | −6,86 | 610 | 10,51 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 8 341 | −10,20 | 338 | −0,30 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 11 565 | −0,31 | 468 | 10,90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 73 602 | −65,31 | 2 980 | −61,42 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 247 136 | −1,35 | 10 007 | 9,70 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 23 513 | −4,92 | 952 | 5,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 871 639 | −8,58 | 35 293 | 8,45 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 6 778 | −58,40 | 274 | −53,79 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 974 | −1,80 | 282 | 9,30 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8 701 | −1,02 | 352 | 10,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 363 | −7,46 | 431 | 0,23 | ||||
| 2025-08-11 | 13F | Fairfield University | 133 924 | −80,91 | 5 423 | −78,77 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 124 905 | −1,40 | 5 057 | 9,65 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8 783 | −40,50 | 356 | −33,89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 17 090 | −0,09 | 692 | 11,09 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 23 473 | −1,79 | 950 | 9,20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12 042 | −0,61 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 28 531 | −0,28 | 1 155 | 10,95 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18 523 | −33,65 | 750 | −26,28 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 148 795 | −3,70 | 6 025 | 7,09 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 26 469 | −5,53 | 1 075 | 5,39 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 94 532 | −2,11 | 3 828 | 8,85 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 323 305 | −3,28 | 13 091 | 7,56 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285 417 | −95,37 | 11 557 | −94,85 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 196 858 | −5,97 | 7 971 | 4,57 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 57 810 | −1,19 | 2 341 | 9,86 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 377 711 | −1,21 | 15 294 | 9,86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 362 546 | −4,52 | 14 679 | 6,18 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10 704 | −0,75 | 433 | 10,46 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 6 094 | −15,22 | 247 | −5,75 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | State Street Corp | 4 668 698 | −59,42 | 189 036 | −54,87 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 151 107 | −60,61 | 6 118 | −56,19 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 166 160 | −1,20 | 6 728 | 9,86 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 31 389 | −1,14 | 1 271 | 9,86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 31 170 | −23,36 | 1 262 | −14,73 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 22 448 | −33,23 | 909 | −25,82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 30 006 248 | −2,37 | 1 214 953 | 8,57 | ||||
| 2025-04-09 | 13F | JGP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 5 024 298 | −25,11 | 200 017 | −18,17 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 95 257 | −29,40 | 3 857 | −21,50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 114 | −0,01 | 490 | 11,11 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 737 287 | −47,10 | 70 343 | −41,18 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 200 953 | −0,71 | 8 137 | 11,27 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 177 017 | −1,73 | 7 167 | 9,29 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 8 692 | −74,79 | 352 | −71,95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 206 | −7,31 | 89 | 9,88 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 100 937 | −3,13 | 4 087 | 7,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 74 891 | −1,98 | 3 032 | 9,03 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 827 | −19,68 | 276 | −10,68 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6 909 | −26,22 | 280 | −17,94 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 168 668 | −3,08 | 6 829 | 7,78 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7 827 | −1,24 | 317 | 9,72 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 995 889 | −2,78 | 80 814 | 8,11 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 14 117 | −18,77 | 572 | −9,65 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 464 450 | −6,03 | 18 806 | 4,50 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 118 212 | −5,09 | 4 785 | 5,54 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 6 957 | −4,89 | 282 | 5,64 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5 994 | −20,19 | 243 | −11,36 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5 731 | −22,79 | 232 | −14,07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150 419 | −31,55 | 6 090 | −23,87 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 65 900 | −16,63 | 2 668 | −7,26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14 020 | −2,89 | 568 | 8,00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 14 500 | −1,26 | 587 | 9,93 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 536 | −33,46 | 224 | −25,83 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55 306 | −0,51 | 2 | 0,00 |
