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 | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 43 | −84,81 | 2 | −90,91 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 661 | −9,37 | 371 | −1,33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21 416 | −0,34 | 915 | 8,16 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 18 179 | −0,01 | 779 | 14,41 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 7 969 | −1,80 | 341 | 6,56 | ||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 100 564 | −4,11 | 4 298 | 4,09 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8 697 | −0,13 | 372 | 8,48 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 170 | −0,85 | 264 | 7,35 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 22 134 | −1,94 | 946 | 6,53 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 88 020 | −2,48 | 3 762 | 5,85 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17 388 | −1,93 | 743 | 6,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177 710 | −13,16 | 7 595 | −5,72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 904 | −17,23 | 252 | −10,00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28 891 | −0,81 | 1 235 | 7,68 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 67 676 | −2,73 | 2 892 | 18,19 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 795 | −2,34 | 77 | 5,56 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 363 | −13,62 | 58 | −10,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 89 121 | −0,01 | 3 809 | 8,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 30 073 | −27,06 | 1 285 | −20,83 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 134 049 | −41,73 | 5 729 | −36,75 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 149 300 | −2,47 | 6 381 | 5,87 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 23 362 | −14,38 | 998 | −7,08 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 22 281 | −0,04 | 1 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 323 023 | −5,02 | 13 774 | 7,74 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96 176 | −4,53 | 4 111 | 3,63 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 203 823 | −36,20 | 8 711 | −30,74 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 24 447 | −1,78 | 1 045 | 11,18 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 144 182 | −6,67 | 6 162 | 1,32 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 30 790 | −5,12 | 1 316 | 2,98 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11 801 | −3,34 | 504 | 5,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 640 | −0,02 | 583 | 21,50 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 136 | −0,23 | 0 | |||||
| 2025-05-12 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 89 055 | −0,88 | 3 806 | 7,61 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5 850 | −2,78 | 250 | 5,93 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 16 215 | −0,55 | 693 | 8,11 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 49 541 | −2,35 | 2 117 | 6,01 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 441 | −0,77 | 233 | 7,91 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 483 | −0,21 | 21 | 5,26 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 14 869 | −2,24 | 636 | 6,19 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 27 074 | −4,01 | 1 157 | 4,23 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 26 857 | −65,89 | 1 170 | −61,32 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 68 155 | −1,40 | 2 913 | 7,02 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 25 907 | −90,16 | 1 107 | −89,32 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44 904 | −3,80 | 1 919 | 4,46 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39 386 | −21,78 | 1 683 | −15,09 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 56 643 | −2,09 | 2 421 | 6,28 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 7 286 | −15,90 | 287 | −14,63 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 567 | −15,31 | 110 | −8,40 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 256 542 | −2,18 | 10 964 | 6,19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 75 587 | −86,16 | 3 | −85,71 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 156 | −56,30 | 7 | −57,14 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 45 948 | −1,19 | 1 809 | 1,35 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 58 271 | −0,98 | 2 491 | 7,51 | ||||
| 2025-04-14 | 13F | Flagship Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 50 455 | −6,01 | 2 156 | 2,04 | ||||
| 2025-07-23 | 13F | Optas, LLC | 118 841 | −2,83 | 5 079 | 5,48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17 957 512 | −3,43 | 767 504 | 4,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 408 001 | −4,41 | 60 178 | 3,77 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 8 296 | −2,73 | 355 | 5,67 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 42 116 | −2,45 | 1 800 | 5,94 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 858 301 | −0,51 | 36 684 | 8,01 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 8 686 | −11,50 | 371 | −3,89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 647 | −89,94 | 583 | −89,08 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 102 242 | −0,45 | 4 025 | 2,16 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13 911 | −4,84 | 595 | 3,30 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46 543 | −6,93 | 1 989 | 1,07 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 356 | −76,58 | 870 | −74,61 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54 968 | −26,20 | 2 394 | −19,94 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 8 387 | −7,96 | 358 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 009 | −66,99 | 257 | −64,25 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 48 329 | −10,02 | 2 066 | −2,32 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8 484 | −1,12 | 362 | 7,42 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 313 120 | −12,76 | 13 383 | −5,30 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4 998 | −5,11 | 214 | 2,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10 911 | −1,53 | 466 | 6,88 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 18 821 | −2,57 | 804 | 5,79 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 3 507 | −20,73 | 150 | −14,37 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 109 794 | −3,53 | 4 693 | 4,73 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 812 | −4,60 | 249 | 3,33 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 160 694 | −0,40 | 6 868 | 8,12 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9 176 | −11,95 | 392 | −4,39 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 954 573 | −18,32 | 211 758 | −11,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 614 170 | −12,51 | 26 | −3,70 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 180 873 | −12,62 | 7 731 | −5,14 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 84 512 | −6,37 | 3 612 | 1,66 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 49 644 | −1,50 | 2 122 | 6,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 054 166 | −11,10 | 45 055 | −3,49 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 5 402 | −43,88 | 231 | −39,15 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 16 315 | −1,53 | 697 | 6,90 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 10 267 | −3,57 | 439 | 4,53 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 688 119 | −1,10 | 29 410 | 7,37 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 60 164 | −1,98 | 2 571 | 6,42 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 26 391 | −19,51 | 1 128 | −12,64 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27 270 | −31,15 | 1 166 | −25,27 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 15 121 | −0,98 | 646 | 7,49 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 16 770 | −1,21 | 717 | 7,19 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 15 607 | −3,80 | 667 | 4,55 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 14 457 | −0,12 | 616 | 9,61 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 74 093 | −24,39 | 3 167 | −17,94 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 35 086 | −0,79 | 1 500 | 7,69 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 33 176 | −1,35 | 1 418 | 7,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 261 | −14,18 | 1 721 | −7,23 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 486 | −1,08 | 234 | 7,34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 561 642 | −1,90 | 66 745 | 6,50 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74 046 | −1,15 | 3 165 | 7,29 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 816 | −29,81 | 206 | −24,07 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 67 248 | −1,35 | 2 874 | 7,12 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 80 885 | −0,37 | 3 457 | 8,17 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 556 | −11,41 | 280 | −3,78 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 17 395 | −3,83 | 743 | 4,35 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 11 161 | −25,98 | 477 | −19,56 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 12 521 | −0,96 | 535 | 7,65 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 41 627 | −4,48 | 1 779 | 3,73 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 696 282 | −14,88 | 28 464 | −10,45 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 641 | −7,84 | 241 | 0,42 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 577 | −91,64 | 67 | −90,73 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 153 273 | −4,21 | 6 551 | 3,98 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18 620 | −1,64 | 796 | 6,71 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 233 392 | −1,29 | 9 975 | 7,17 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 16 401 | −0,88 | 701 | 7,53 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 29 833 | −0,69 | 1 275 | 7,87 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 58 102 | −15,07 | 2 483 | −7,80 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 59 505 | −0,80 | 2 433 | 7,47 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 118 062 | −1,66 | 5 046 | 6,75 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13 759 | −16,65 | 588 | −9,40 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 756 | −71,88 | 32 | −69,52 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 486 126 | −0,94 | 20 777 | 7,55 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 27 119 | −20,17 | 1 159 | −13,31 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 9 199 | −79,16 | 393 | −77,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 619 879 | −15,15 | 26 494 | −7,89 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 133 396 | −0,56 | 5 701 | 7,95 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 30 771 | −80,76 | 1 | −83,33 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 259 | −49,61 | 11 | −45,00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 871 | −31,48 | 251 | −25,82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 20 274 | −2,13 | 867 | 6,26 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 20 363 | −38,69 | 870 | −33,44 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 487 | −17,07 | 576 | −10,00 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 18 317 | −5,92 | 783 | 2,09 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52 396 | −37,26 | 2 239 | −31,90 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 250 | −26,23 | 224 | −20,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 757 286 | −1,04 | 32 366 | 7,44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 12 255 | −19,33 | 524 | −12,54 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 60 153 | −26,24 | 2 577 | −19,72 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 61 703 | −42,88 | 2 637 | −37,98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 38 257 | −31,72 | 1 635 | −25,85 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 46 301 | −31,24 | 1 979 | −25,39 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 12 166 | −9,34 | 520 | −1,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 879 | −8,22 | 209 | −0,48 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 805 | −22,79 | 291 | −16,43 | ||||
| 2025-07-16 | 13F | Novem Group | 34 299 | −3,65 | 1 466 | 4,57 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 10 747 | −38,95 | 459 | −27,94 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5 306 | −2,48 | 227 | 5,61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 138 987 | −2,34 | 48 680 | 6,06 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 133 308 | −0,83 | 5 698 | 7,65 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7 131 | −0,28 | 305 | 8,19 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 131 302 | −17,92 | 5 612 | −10,91 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 127 | −0,18 | 860 | 8,45 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 22 422 | −0,96 | 958 | 7,52 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 295 710 | −3,65 | 183 599 | 4,60 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 479 | −89,50 | 19 | −89,66 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 548 067 | −3,64 | 23 424 | 4,61 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 951 | −0,25 | 169 | 8,39 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 511 500 | −1,06 | 21 862 | 7,41 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19 372 | −4,01 | 828 | 4,16 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 66 892 | −7,76 | 2 635 | −6,20 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 565 | −20,23 | 200 | −10,31 | ||||
| 2025-08-12 | 13F | Ade, Llc | 99 219 | −0,63 | 4 241 | 7,86 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 126 960 | −30,04 | 5 426 | −24,05 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 10 219 | −2,38 | 437 | 5,83 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 810 340 | −7,73 | 34 634 | 0,16 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 8 058 | −2,54 | 344 | 5,85 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 20 522 | −30,67 | 877 | −24,72 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 19 445 | −25,79 | 831 | −19,40 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 747 | −1,80 | 1 400 | 6,63 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 359 964 | −1,18 | 15 482 | 4,26 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 11 694 | −3,80 | 500 | 4,39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 056 | −0,61 | 643 | 7,89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 273 424 | −1,03 | 10 765 | 3,48 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 79 229 | −7,29 | 3 386 | 0,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 750 | −0,19 | 374 | 8,41 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 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 | 451 595 | −34,25 | 19 301 | −28,63 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 139 914 | −1,99 | 5 980 | 6,39 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 31 297 | −4,63 | 1 338 | 3,48 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 346 500 | −0,05 | 14 809 | 8,51 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 17 859 | −76,92 | 763 | −74,95 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 005 | −18,09 | 43 | −12,50 | ||||
| 2025-04-16 | 13F | Bensler, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 477 285 | −2,04 | 105 879 | 6,34 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 20 643 | −3,52 | 882 | 4,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 382 531 | −27,43 | 59 089 | −21,21 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 129 207 | −0,55 | 5 522 | 7,96 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 19 612 | −61,35 | 838 | −58,04 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 91 362 | −2,01 | 3 905 | 19,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 318 | −70,93 | 441 | −67,67 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6 228 | −20,06 | 266 | −13,07 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 7 575 | −38,97 | 324 | −33,81 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 124 809 | −3,20 | 5 334 | 5,08 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98 717 | −0,61 | 4 219 | 7,90 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 31 086 | −16,11 | 1 329 | −8,92 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 75 035 | −5,82 | 3 207 | 2,23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 391 | −1,71 | 6 855 | 6,71 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 5 209 | −24,67 | 223 | −18,38 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 302 356 | −32,75 | 12 923 | −26,99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 200 | −0,03 | 607 | 8,41 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 807 838 | −0,20 | 77 267 | 8,35 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 25 397 | −0,83 | 1 085 | 7,64 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 6 179 | −27,34 | 264 | −20,96 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 30 062 | −3,42 | 1 285 | 4,82 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 51 652 | −2,34 | 2 208 | 6,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 154 315 | −21,25 | 6 595 | −14,51 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 85 806 | −20,40 | 3 667 | −13,58 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 5 307 | −1,45 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 63 694 | −0,64 | 2 722 | 7,89 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 161 262 | −0,80 | 6 247 | −2,39 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 800 152 | −0,18 | 34 198 | 8,01 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 18 486 | −14,54 | 804 | −5,96 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 895 | −5,64 | 124 | 2,50 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 29 931 | −27,98 | 1 279 | −21,82 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | −56,86 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 7 945 | −13,82 | 340 | −3,97 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 137 530 | −94,17 | 5 878 | −93,68 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 591 | −25,88 | 367 | −19,52 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 41 252 | −0,42 | 1 763 | 8,16 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 585 057 | −0,08 | 25 005 | 8,47 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 19 575 | −4,83 | 837 | 3,34 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 7 475 | −2,33 | 319 | 5,98 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 75 647 | −1,55 | 3 233 | 6,88 | ||||
| 2025-05-06 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 41 091 | −0,15 | 1 756 | 8,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 863 739 | −1,81 | 37 305 | 7,72 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 10 990 | −8,03 | 0 | |||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | State Street Corp | 3 716 860 | −30,17 | 158 859 | −24,19 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 667 857 | −3,94 | 71 284 | 4,28 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 11 722 | −11,18 | 502 | −3,28 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 188 283 | −37,24 | 8 047 | −31,86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 670 904 | −3,45 | 114 154 | 4,81 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 193 500 | −0,58 | 8 | 14,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 145 644 | −3,04 | 6 225 | 5,24 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 718 | −0,03 | 244 | 8,44 | ||||
| 2025-07-31 | 13F | City State Bank | 21 426 | −1,56 | 916 | 6,89 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39 858 | −5,34 | 1 704 | 2,78 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 43 084 | −9,73 | 1 841 | −2,02 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19 169 | −0,15 | 819 | 8,48 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 880 | −47,15 | 209 | −42,70 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 17 125 | −5,27 | 732 | 2,81 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 52 079 | −8,55 | 2 226 | −0,76 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 315 237 | −13,34 | 13 473 | −5,92 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 169 489 | −5,69 | 7 244 | 2,37 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 100 995 | −13,68 | 4 324 | −3,72 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 57 616 | −0,84 | 2 462 | 7,65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 728 | −1,77 | 416 | 6,68 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 985 172 | −19,55 | 84 846 | −12,67 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 256 | −1,29 | 2 746 | 7,18 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 53 084 | −8,74 | 2 269 | −0,96 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 748 | −8,99 | 331 | −1,19 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 7 977 | −50,08 | 341 | −45,95 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 159 360 | −14,12 | 6 811 | −6,76 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 989 | −6,44 | 85 | 2,41 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 42 009 | −0,29 | 1 795 | 8,26 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 42 338 | −10,78 | 1 810 | −3,16 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 139 418 | −7,53 | 5 959 | 0,39 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 47 101 | −0,28 | 2 016 | 8,39 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 58 515 | −5,75 | 2 501 | 2,29 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 996 962 | −1,33 | 42 610 | 7,11 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 57 481 | −2,09 | 2 457 | 6,27 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 62 198 | −13,71 | 2 658 | −6,31 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 8 901 | −24,50 | 380 | −18,10 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10 672 | −7,36 | 456 | 0,66 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 152 875 | −1,89 | 6 534 | 6,50 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 12 250 | −7,62 | 524 | 0,19 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 88 340 | −37,96 | 3 776 | −32,66 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 74 841 | −21,63 | 3 199 | −14,92 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 39 789 | −3,40 | 1 700 | 4,87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 083 | −5,33 | 217 | 2,84 | ||||
| 2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 25 217 | −5,41 | 1 078 | 2,67 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 1 309 169 | −22,77 | 55 954 | −16,16 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 271 | −2,84 | 653 | 5,50 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 57 259 | −17,66 | 2 447 | −10,60 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 92 229 | −9,27 | 3 942 | −1,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 45 378 | −2,97 | 1 939 | 5,32 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 45 809 | −37,00 | 1 958 | −31,62 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 |
