Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 449 | −39,49 | 48 | −35,14 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6 764 | −37,21 | 728 | −32,34 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 926 | −3,75 | 315 | 3,96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 962 | −11,26 | 211 | −4,09 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 447 | −8,76 | 694 | −1,56 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 141 | −5,58 | 554 | 1,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 103 126 | −34,93 | 11 107 | −29,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 471 | −17,26 | 482 | −10,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 489 | −6,11 | 591 | 1,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 116 570 | −12,27 | 12 555 | −5,40 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | −80,94 | 14 | −80,82 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 8 226 | −8,46 | 886 | −1,34 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 2 164 | −11,96 | 233 | −4,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 193 | −29,39 | 3 898 | −23,87 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 48 021 | −10,29 | 5 172 | −3,27 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 34 402 | −1,17 | 3 705 | 6,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | −3,03 | 10 | 11,11 | ||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 346 178 | −2,32 | 37 283 | 5,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 241 807 | −12,33 | 241 443 | −5,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 573 | −19,03 | 385 | −12,73 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 13 431 | −0,14 | 1 447 | 7,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 361 | −58,00 | 3 270 | −54,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | −87,87 | 13 | −88,50 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 6 710 | −14,08 | 723 | −7,44 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 3 100 | −1,15 | 334 | 6,39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 178 | −82,95 | 19 | −81,73 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 2 645 | −28,07 | 285 | −22,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 143 220 | −37,80 | 15 425 | −32,93 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 52 220 | −8,17 | 5 624 | −0,97 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 010 | −68,19 | 971 | −65,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 914 | −80,17 | 98 | −79,63 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6 321 | −11,12 | 681 | −4,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4 548 | −36,03 | 490 | −31,13 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 25 038 | −0,10 | 3 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 45 075 | −36,31 | 4 855 | −31,32 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 112 944 | −5,46 | 12 164 | 1,94 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 251 | −41,90 | 27 | −37,21 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 169 | −13,67 | 449 | −6,85 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 452 | −49,11 | 2 849 | −45,14 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3 461 | −17,58 | 373 | −11,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 590 258 | −0,47 | 63 571 | 7,32 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 49 588 | −30,64 | 5 377 | −18,80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 28 742 | −32,20 | 3 058 | −27,78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 436 | −9,02 | 1 016 | −2,31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 154 | −33,99 | 772 | −28,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 026 478 | −12,26 | 110 552 | −5,39 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16 143 | −22,27 | 1 739 | −16,20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 332 | −27,17 | 143 | −21,43 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 11 403 | −35,76 | 1 228 | −30,74 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 459 | −1,76 | 265 | 5,60 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 944 | −33,48 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 026 | −85,43 | 972 | −84,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 688 | −20,17 | 5 136 | −13,93 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 90 906 | −0,97 | 9 833 | 7,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 726 | −12,63 | 294 | −5,79 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 17 800 | −6,81 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 422 980 | −27,47 | 260 955 | −21,79 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 71 369 | −1,58 | 7 686 | 6,12 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 199 700 | −19,09 | 21 508 | −12,76 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 2 934 | −51,73 | 316 | −48,11 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 023 | −5,64 | 1 079 | 1,79 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 852 | −2,73 | 953 | 4,96 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 390 | −13,47 | 257 | −6,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 635 | −67,00 | 9 223 | −64,42 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 15 099 | −3,24 | 1 626 | 4,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 201 | −11,89 | 560 | −4,92 | ||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 238 144 | −39,19 | 25 648 | −34,43 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 66 748 | −10,09 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47 601 | −45,94 | 5 127 | −41,71 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 27 216 | −5,18 | 2 931 | 2,27 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 56 595 | −15,89 | 6 095 | −9,30 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1 961 | −9,21 | 211 | −1,86 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 29 601 | −19,38 | 3 188 | −13,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 713 | −71,20 | 615 | −68,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 14 495 | −28,36 | 1 561 | −22,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Grange Capital, LLC | 119 837 | −28,12 | 12 906 | −22,50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 631 | −93,84 | 283 | −93,36 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 157 | −69,25 | 663 | −66,83 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 818 | −12,97 | 411 | −5,30 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 26 815 | −35,72 | 2 888 | −30,70 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 724 | −4,05 | 406 | 4,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 65 833 | −7,03 | 7 090 | 0,25 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 513 | −6,12 | 1 240 | 1,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 087 | −48,35 | 548 | −44,35 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 2 141 | −15,61 | 231 | −9,09 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5 061 | −81,58 | 545 | 15,71 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 041 | −15,27 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 162 395 | −15,53 | 17 490 | −8,15 | ||||
| 2025-04-14 | 13F | Financial Designs Corp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 376 | −66,61 | 38 | −68,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 37 384 | −35,80 | 4 026 | −30,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 95 846 | −32,51 | 10 443 | −26,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 125 | −2,17 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 13 | −23,53 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 30 | −98,57 | 3 | −98,56 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 3 064 | −0,62 | 330 | 7,17 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 391 | −2,96 | 258 | 4,47 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18 109 | −16,50 | 1 950 | −9,97 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57 779 | −10,02 | 6 223 | −2,98 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 800 | −80,49 | 517 | −79,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 416 | −9,92 | 368 | −2,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 251 | −3,60 | 889 | 3,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 215 392 | −26,66 | 23 198 | −20,92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 225 | −27,21 | 886 | −21,54 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 978 | −18,54 | 644 | −12,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 951 | −45,42 | 3 010 | −41,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 717 | −1,38 | 293 | 6,18 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2 162 | −66,11 | 233 | −63,58 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 9 723 | −3,30 | 1 047 | 4,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 420 | −4,31 | 1 046 | 10,58 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 6 895 | −12,67 | 743 | −5,84 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 41 356 | −9,91 | 4 454 | −2,86 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 722 | −1,38 | 293 | 6,55 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 672 | −7,89 | 503 | −0,59 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 12 039 | −87,84 | 1 297 | −86,89 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 140 | −30,00 | 15 | −21,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 359 303 | −3,19 | 39 | 2,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 593 | −20,82 | 1 249 | −14,64 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 495 | −43,10 | 484 | −38,66 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 37 329 | −42,26 | 4 020 | −37,74 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 281 | −58,37 | 30 | −55,22 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 773 | −42,37 | 514 | −37,85 | ||||
| 2025-05-05 | 13F | Formidable Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 767 | −16,43 | 513 | −9,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 267 048 | −54,57 | 28 761 | −51,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | −67,42 | 22 | −66,13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 004 | −18,70 | 216 | −12,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 121 134 | −58,98 | 13 | −55,17 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13 880 | −23,54 | 1 495 | −17,60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 143 | −30,06 | 231 | −24,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90 073 | −3,74 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 129 577 | −22,10 | 121 655 | −16,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128 218 | −23,87 | 13 809 | −17,91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22 132 | −43,48 | 2 384 | −39,07 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 545 151 | −45,95 | 58 713 | −41,72 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 816 | −98,92 | 303 | −98,89 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 22 267 | −8,11 | 2 398 | −0,91 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 055 | −8,95 | 221 | −1,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 505 | −28,17 | 54 | −22,86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 672 | −39,89 | 719 | −35,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 231 | −37,65 | 348 | −32,88 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 15 606 | −9,79 | 1 681 | −2,72 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 39 572 | −4,59 | 4 262 | 6,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 984 | −59,62 | 1 088 | −55,97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 209 | −24,45 | 561 | −18,46 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 176 789 | −12,46 | 19 046 | −5,61 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32 246 | −3,32 | 3 473 | 4,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 181 620 | −8,41 | 19 560 | −5,95 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 16 420 | −0,59 | 1 768 | 7,22 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 338 | −34,58 | 1 437 | −29,47 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 969 | −79,24 | 427 | −77,63 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 20 150 | −19,51 | 2 170 | −13,20 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 253 | −0,79 | 837 | 8,70 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 864 | −21,65 | 201 | −15,61 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 11 532 | −5,91 | 1 271 | 10,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 800 | −0,62 | 86 | 7,50 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 1 970 | −4,55 | 212 | 2,91 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 1 895 | −10,61 | 204 | −3,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 000 | −16,30 | 538 | −16,07 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 364 | −53,31 | 255 | −49,70 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 25 895 | −16,55 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 342 | −0,98 | 360 | 6,53 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 433 | −35,87 | 262 | −30,69 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 32 471 | −18,66 | 3 497 | −12,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 125 | −6,15 | 1 306 | 1,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 063 | −8,58 | 653 | −1,51 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 140 039 | −0,78 | 15 082 | 6,99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 619 | −8,99 | 170 | −4,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 732 | −0,68 | 2 341 | 7,09 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 981 | −7,65 | 321 | −0,31 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 18 520 | −4,93 | 1 995 | 2,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 186 454 | −7,11 | 20 081 | 0,16 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2 682 | −2,51 | 289 | 5,11 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 142 405 | −1,13 | 15 337 | 6,62 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6 587 | −52,07 | 709 | −48,32 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 76 873 | −4,52 | 8 | −99,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 70 912 | −59,83 | 7 635 | −56,70 |
