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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | SWS Partners | 16 543 | −0,81 | 556 | 0,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 165 398 | −0,19 | 5 554 | 0,84 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 32 766 | −13,70 | 1 100 | −12,84 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 149 | −14,42 | 72 | −13,25 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 852 | −35,31 | 29 | −34,88 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 68 315 | −4,70 | 2 294 | −3,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 841 | −4,55 | 263 | −3,66 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7 069 | −1,27 | 237 | 0,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 56 888 | −15,86 | 1 910 | −15,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 966 | −4,83 | 32 | −3,03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 66 963 | −1,80 | 2 249 | −0,79 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8 470 | −88,34 | 284 | −88,24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 607 038 | −30,05 | 20 384 | −29,33 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 667 254 | −2,87 | 22 406 | −1,87 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 297 | −49,89 | 1 | −100,00 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 809 255 | −40,18 | 27 175 | −39,57 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 6 120 | −3,16 | 206 | −2,38 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 29 884 | −15,39 | 1 004 | −14,57 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 12 286 | −5,83 | 413 | −4,85 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 067 | −38,14 | 1 110 | −37,50 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 45 247 | −2,83 | 1 519 | −1,81 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 30 861 | −0,09 | 1 036 | 0,97 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 12 543 | −0,79 | 421 | 0,24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 561 | −8,93 | 287 | −8,01 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15 661 | −40,31 | 526 | −39,79 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 765 224 | −0,79 | 59 276 | 0,23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 119 014 | −4,85 | 3 996 | −3,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164 461 | −90,27 | 5 523 | −90,17 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 40 759 | −3,72 | 1 369 | −2,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 167 | −5,50 | 476 | −4,62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 50 142 | −2,06 | 1 684 | −1,06 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 498 | −7,38 | 890 | −6,42 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 217 214 | −67,93 | 7 220 | −67,46 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 355 216 | −33,33 | 11 928 | −32,65 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 10 880 | −20,53 | 362 | −19,42 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 147 818 | −8,99 | 4 964 | −8,06 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 57 531 | −33,60 | 1 932 | −32,93 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 526 | −19,08 | 18 | −19,05 | ||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 20 222 | −3,93 | 679 | −2,86 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 60 742 | −14,05 | 2 040 | −13,20 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 181 930 | −0,81 | 6 109 | 0,63 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 49 447 | −20,99 | 1 660 | −20,19 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 269 326 | −4,07 | 9 | 0,00 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 301 010 | −1,29 | 10 108 | −0,29 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 207 863 | −1,68 | 6 980 | −0,67 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 272 121 | −0,09 | 9 138 | 0,93 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 32 973 | −5,73 | 1 107 | −4,73 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 56 091 | −87,56 | 1 875 | −87,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 110 942 | −12,01 | 3 725 | −11,12 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 12 634 | −10,19 | 424 | −9,21 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146 478 | −9,80 | 4 919 | −8,87 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63 438 | −43,46 | 2 124 | −43,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 287 | −81,06 | 1 017 | −80,86 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 4 950 | −5,01 | 166 | −4,05 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Allocation Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6 513 | −5,76 | 217 | −4,85 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 42 341 | −13,04 | 1 422 | −12,18 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 163 528 | −1,50 | 5 491 | −0,49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp 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 | 50 142 | −2,06 | 1 684 | −1,06 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 1 231 779 | −1,79 | 41 363 | −0,78 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6 915 048 | −0,74 | 232 207 | 0,28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 62 412 | −4,77 | 2 096 | −3,81 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 102 101 | −2,95 | 3 429 | −1,97 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 219 | −0,28 | 377 | 1,07 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 298 900 | −68,47 | 10 037 | −68,15 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 145 535 | −0,61 | 4 887 | 0,41 | ||||
| 2025-05-08 | 13F | SlateStone Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Truefg, Llc | 465 814 | −0,07 | 15 642 | 0,96 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 666 | −97,30 | 291 | −97,27 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9 893 | −4,41 | 332 | −3,21 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 56 039 | −33,17 | 1 882 | −32,51 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11 210 | −14,12 | 376 | −13,16 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 125 060 | −68,68 | 4 200 | −68,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 741 246 | −7,02 | 159 211 | −6,07 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 371 | −11,25 | 245 | −10,26 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 808 235 | −0,92 | 329 357 | 0,10 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 108 703 | −3,85 | 3 650 | −2,87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 53 693 | −25,16 | 1 803 | −24,37 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 8 508 | −7,58 | 286 | −6,56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 112 | −11,11 | 4 | −25,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 274 950 | −21,02 | 42 813 | −20,22 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 29 180 418 | −29,99 | 979 878 | −29,27 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 38 134 | −35,46 | 1 281 | −34,83 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 062 | −0,92 | 271 | 0,00 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 178 093 | −0,45 | 5 950 | 0,07 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 32 551 | −15,05 | 1 093 | −14,14 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7 278 | −2,31 | 244 | −1,21 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 8 | −11,11 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 434 | −1,00 | 316 | −0,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 661 | −0,08 | 591 | 0,85 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 43 | −76,37 | 1 | −83,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 867 | −38,73 | 29 | −38,30 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Consilium Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 23 | −43,90 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 130 374 | −31,14 | 4 378 | −30,45 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 31 727 | −2,10 | 1 065 | −1,02 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 171 550 | −1,97 | 5 761 | −0,96 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 794 | −37,62 | 1 236 | −36,99 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 49 014 | −5,48 | 1 646 | −4,53 | ||||
| 2025-05-15 | 13F | Clifford Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 109 588 | −2,00 | 3 680 | −1,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 273 | −45,67 | 546 | −45,13 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 108 367 | −41,28 | 3 639 | −40,69 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | −63,91 | 5 | −64,29 | ||||
| 2025-04-22 | 13F | Cabot Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 257 645 | −4,12 | 8 652 | −3,15 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 210 247 | −1,00 | 7 060 | 0,03 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 51 121 | −10,67 | 1 717 | −9,78 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 578 | −89,95 | 53 | −90,02 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 5 | −99,45 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 477 | −18,12 | 419 | −17,39 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8 296 | −4,71 | 279 | −3,81 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 495 768 | −67,92 | 16 479 | −67,45 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 19 400 | −4,72 | 651 | −3,70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 19 487 | −15,17 | 654 | −14,29 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 940 | −7,15 | 300 | −6,25 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 244 | −3,15 | 75 | −2,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 323 933 | −1,99 | 11 | 0,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 30 183 | −16,44 | 1 014 | −15,58 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 14 240 | −0,67 | 478 | 0,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 50 541 | −46,27 | 1 697 | −45,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 243 446 | −20,41 | 8 175 | −18,42 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 30 664 | −14,06 | 1 026 | −13,42 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 243 250 | −5,45 | 8 168 | −3,08 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 165 457 | −1,35 | 5 556 | −0,34 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 268 | −2,31 | 210 | −1,41 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 324 | −2,80 | 481 | −1,64 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12 053 | −56,23 | 405 | −55,85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 34 757 | −2,83 | 1 167 | −1,85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 117 | −0,28 | 407 | 0,74 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 276 740 | −0,30 | 9 293 | 0,72 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 981 | −8,44 | 201 | −7,83 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 228 418 | −5,37 | 7 670 | −4,40 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 889 | −0,76 | 466 | 0,22 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 025 | −11,94 | 202 | −11,01 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 397 | −2,33 | 181 | −1,09 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 55 705 | −0,54 | 1 871 | 0,48 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7 567 | −1,10 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 086 522 | −3,67 | 36 485 | −2,69 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 618 | −8,79 | 222 | −7,88 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 407 272 | −68,68 | 14 | −69,77 | ||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 057 990 | −7,94 | 35 347 | −7,47 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 264 848 | −38,64 | 8 894 | −38,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 132 | −15,98 | 239 | −15,25 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 194 182 | −1,04 | 6 521 | −0,03 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 30 382 | −1,33 | 1 020 | −0,29 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 22 793 | −37,70 | 765 | −37,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 226 302 | −4,54 | 7 599 | −3,57 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 148 999 | −1,19 | 5 003 | −0,18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 726 133 | −2,23 | 24 384 | −1,23 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 010 | −0,10 | 101 | 1,00 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 34 594 | −13,31 | 1 162 | −12,44 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 148 343 | −4,47 | 4 981 | −3,49 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 150 975 | −5,49 | 5 070 | −4,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 33 093 | −12,95 | 1 111 | −12,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 46 578 | −5,19 | 1 564 | −4,23 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 8 300 | −51,96 | 279 | −51,57 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 283 171 | −59,27 | 9 509 | −58,86 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 224 | −9,58 | 578 | −8,54 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 22 073 | −5,25 | 741 | −4,26 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27 350 | −5,64 | 918 | −4,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 282 | −4,56 | 312 | −3,72 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 19 223 | −2,43 | 646 | −1,38 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32 667 | −41,09 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 115 617 | −5,84 | 3 882 | −4,88 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 728 | −2,98 | 226 | −2,17 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 153 868 | −1,27 | 5 138 | 1,06 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12 440 | −18,54 | 418 | −17,75 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 214 | −76,14 | 7 | −75,86 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 25 615 | −11,86 | 860 | −10,97 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14 569 | −2,29 | 489 | −1,21 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1 518 966 | −8,33 | 51 007 | −7,39 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 136 | −8,76 | 38 | −7,32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19 215 | −12,53 | 645 | −11,64 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 81 300 | −45,44 | 2 658 | −45,68 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 13 938 | −28,75 | 468 | −28,00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 23 293 | −4,95 | 782 | −3,93 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6 | −84,62 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 469 957 | −20,50 | 15 781 | −19,68 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 781 | −47,04 | 1 504 | −46,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 84 516 | −3,12 | 2 838 | −2,10 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 60 527 | −98,21 | 2 032 | −98,20 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 214 712 | −2,48 | 7 210 | −1,48 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 9 126 | −0,05 | 306 | 0,99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 195 | −89,42 | 7 | −90,16 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 19 517 | −10,99 | 655 | −10,03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 431 982 | −2,60 | 48 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 |
