Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Fiduciary Planning LLC | 12 442 | −0,97 | 904 | 9,44 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18 425 | −15,54 | 1 339 | −6,62 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 161 | −93,80 | 375 | −93,15 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 15 868 | −5,35 | 1 153 | 4,63 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25 734 | −0,45 | 1 871 | 10,06 | ||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 3 067 | −1,00 | 223 | 9,36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 401 116 | −9,48 | 29 157 | 0,05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 596 | −10,44 | 770 | −1,03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 878 | −2,08 | 424 | 7,61 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hillman Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 25 428 | −0,22 | 1 848 | 10,33 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 860 | −1,78 | 426 | 7,32 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 63 900 | −1,37 | 4 645 | 9,01 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Tlwm | 14 183 | −0,63 | 1 031 | 9,81 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 758 262 | −23,40 | 55 | −15,38 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 444 020 | −0,42 | 32 276 | 10,07 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 6 830 | −1,29 | 496 | 9,25 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 26 705 | −2,04 | 1 941 | 8,31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 898 | −6,79 | 211 | 2,94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 038 | −67,42 | 802 | −64,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 139 | −5,49 | 882 | 4,50 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 54 015 | −3,37 | 3 926 | 6,83 | ||||
| 2025-04-07 | 13F | Partnership Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 792 765 | −40,95 | 57 626 | −34,73 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1 132 714 | −37,51 | 82 337 | −30,93 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 64 395 | −0,76 | 4 681 | 9,68 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 708 | −19,18 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 97 632 | −10,59 | 7 097 | −1,17 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 404 | −11,08 | 250 | 3,75 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 4 881 | −53,23 | 355 | −48,40 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 772 309 | −11,45 | 56 139 | −2,12 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Life Planners | 5 830 | −2,46 | 424 | 7,63 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 40 | −51,81 | 3 | −60,00 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 45 766 | −0,00 | 3 327 | 10,54 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 9 270 | −62,24 | 690 | −57,41 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 562 435 | −3,19 | 40 883 | 7,01 | ||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 45 933 | −9,36 | 3 339 | 0,18 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 21 036 | −35,81 | 1 529 | −29,02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 478 | −80,75 | 689 | −78,75 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 39 803 | −17,48 | 2 893 | −8,77 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 492 | −98,79 | 1 | −100,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 25 822 | −4,88 | 1 877 | 5,15 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 773 | −55,68 | 56 | −50,88 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 114 220 | −2,88 | 8 303 | 7,34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22 674 | −8,78 | 1 648 | 0,86 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 76 130 | −0,74 | 5 534 | 9,72 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10 480 | −2,08 | 762 | 8,25 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 35 758 | −0,58 | 2 599 | 9,89 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 12 394 | −5,61 | 901 | 4,29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 48 517 | −22,40 | 3 527 | −14,23 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 753 | −6,23 | 200 | −0,99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 127 027 | −17,24 | 9 234 | −8,52 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 23 908 | −6,28 | 1 738 | 3,58 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 36 990 | −1,07 | 2 689 | 9,36 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 263 600 | −21,31 | 19 161 | −13,02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 4 853 | −96,26 | 353 | −95,88 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 3 722 | −1,25 | 274 | 21,88 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 022 | −1,45 | 292 | 8,96 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 25 655 | −21,38 | 1 865 | −13,10 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 33 731 | −73,80 | 2 452 | −71,05 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 5 592 | −27,80 | 406 | −20,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 219 | −2,28 | 234 | 7,87 | ||||
| 2025-04-25 | 13F | Ironwood Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 650 | −11,26 | 0 | |||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 14 425 | −3,87 | 1 049 | 6,29 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11 875 | −31,95 | 863 | −24,76 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 111 | −39,77 | 953 | −33,40 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 45 | −100,00 | 3 | −100,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 338 746 | −3,36 | 97 313 | 6,82 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 10 201 | −18,97 | 759 | −8,22 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 30 324 | −45,98 | 2 204 | −40,29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 206 302 | −0,38 | 14 996 | 10,12 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 228 082 | −1,40 | 89 269 | 8,99 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 102 | −2,94 | 225 | 7,14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 574 409 | −4,58 | 42 | 5,13 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 80 769 | −35,36 | 5 871 | −28,54 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 13 017 | −15,15 | 946 | −6,15 | ||||
| 2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 11 499 | −6,34 | 836 | 3,47 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 354 850 | −3,78 | 25 794 | 6,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 025 617 | −7,15 | 583 382 | 2,63 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 763 291 | −22,57 | 55 484 | −14,41 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 26 578 | −12,78 | 1 932 | −3,59 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 65 387 | −5,19 | 4 753 | 4,79 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 131 033 | −1,97 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 306 738 | −33,65 | 22 297 | −26,66 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 848 519 | −9,09 | 61 679 | 0,49 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 170 484 | −3,17 | 12 392 | 7,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28 201 | −38,13 | 2 050 | −31,63 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 28 065 | −36,26 | 2 104 | −28,03 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 113 850 | −0,45 | 8 276 | 10,04 | ||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 855 500 | −30,76 | 62 | −23,46 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 45 088 | −1,87 | 3 277 | 8,47 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16 605 | −1,13 | 1 207 | 9,33 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 8 029 770 | −21,58 | 583 684 | −13,32 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 341 859 | −29,42 | 24 966 | −16,46 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9 101 | −32,89 | 662 | −25,81 | ||||
| 2025-04-23 | 13F | Moran Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 307 809 | −0,15 | 22 375 | 10,37 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 031 | −39,55 | 148 | −33,18 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 6 529 | −4,18 | 475 | 5,80 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 16 603 | −37,62 | 1 207 | −31,09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 788 | −29,20 | 639 | −21,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 523 815 | −26,27 | 110 766 | −18,50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 231 974 | −31,15 | 16 862 | −23,89 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 312 997 | −1,10 | 22 694 | 9,05 | ||||
| 2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2 | 115 728 | −20,14 | 8 412 | −11,72 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 395 949 | −51,31 | 28 782 | −46,18 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3 570 | −38,17 | 261 | −32,03 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 26 500 | −44,82 | 1 968 | −36,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 010 594 | −5,02 | 291 530 | 4,99 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 47 396 | −15,26 | 3 445 | −6,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 10 400 | −72,85 | 756 | −70,02 | |||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 382 317 | −42,48 | 27 791 | −36,42 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 191 133 | −62,66 | 14 | −60,61 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 7 719 | −97,65 | 561 | −97,40 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 301 755 | −5,23 | 21 935 | 4,75 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 12 792 | −12,60 | 930 | −3,43 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 11 629 | −0,63 | 845 | 9,88 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 871 | −6,39 | 499 | 3,53 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 78 370 | −64,46 | 5 697 | −60,72 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 13 683 | −16,83 | 995 | −8,05 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 10 251 | −1,95 | 745 | 8,44 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 258 | −20,62 | 19 | −5,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 50 277 | −0,39 | 3 655 | 11,06 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 539 160 | −41,58 | 40 008 | −34,08 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 5 489 | −2,47 | 399 | 7,57 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 93 105 | −3,41 | 6 768 | 6,77 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 23 834 | −0,05 | 1 733 | 10,46 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 22 007 | −11,51 | 1 600 | −2,20 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 455 | −1,70 | 2 068 | 8,67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 906 | −4,08 | 284 | 5,99 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 345 895 | −14,01 | 25 143 | −4,94 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 12 686 | −7,29 | 922 | 2,56 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 361 186 | −5,59 | 26 255 | 0,24 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46 796 | −36,15 | 3 402 | −29,43 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54 652 | −28,53 | 3 973 | −21,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 261 000 | −11,35 | 18 972 | −2,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 140 642 | −14,79 | 9 705 | −10,60 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 47 325 | −2,02 | 3 440 | 8,31 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 783 | −1,66 | 275 | 8,30 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 336 092 | −14,10 | 24 431 | −5,05 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 143 893 | −0,64 | 10 460 | 9,83 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 704 384 | −0,31 | 123 892 | 10,20 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 53 900 | −1,07 | 3 918 | 9,35 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35 844 | −10,21 | 2 606 | −0,76 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 90 185 | −7,17 | 6 556 | 2,61 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 40 218 | −3,06 | 2 923 | 7,15 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 193 | −15,24 | 232 | −6,07 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 37 438 | −2,26 | 2 721 | 8,06 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 261 762 | −0,68 | 19 027 | 9,78 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 15 797 | −4,13 | 1 148 | 6,00 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 251 615 | −5,51 | 18 290 | 4,45 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12 364 | −46,56 | 899 | −40,96 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 4 081 | −0,34 | 297 | 10,04 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 11 917 | −26,52 | 866 | −18,76 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 21 811 | −32,56 | 1 585 | −25,45 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 205 151 | −30,00 | 14 912 | −22,63 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 908 809 | −14,28 | 66 061 | −5,24 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 178 990 | −38,63 | 13 011 | −32,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 839 896 | −2,37 | 279 122 | 7,92 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27 147 | −32,36 | 1 973 | −25,24 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 36 798 | −0,91 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 554 | −39,02 | 331 | −32,59 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 825 956 | −5,91 | 60 039 | 4,01 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 78 602 | −1,52 | 5 714 | 8,86 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 9 247 | −3,81 | 672 | 6,33 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 3 485 | −1,22 | 253 | 9,05 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 16 242 | −0,27 | 1 181 | 10,28 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 5 089 | −8,57 | 374 | 13,03 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 23 255 | −5,12 | 1 690 | 4,90 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 787 826 | −9,91 | 57 267 | −0,41 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 5 811 | −1,71 | 422 | 8,76 | ||||
| 2025-05-05 | 13F | Copperwynd Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 572 050 | −34,89 | 768 482 | −28,03 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 9 673 | −5,57 | 703 | 4,46 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 45 860 | −5,08 | 3 334 | 4,91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 11 712 | −93,76 | 851 | −92,67 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 6 537 | −11,65 | 475 | −2,26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 89 684 | −24,57 | 6 519 | −16,11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21 763 | −3,15 | 1 582 | 7,04 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 193 | −16,88 | 523 | −8,26 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 5 040 | −1,95 | 366 | 8,28 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 78 122 | −11,17 | 5 679 | −1,82 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 33 895 | −3,34 | 2 464 | 6,85 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 988 | −4,89 | 290 | 5,09 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 6 010 | −77,11 | 437 | −74,74 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 223 | −1,76 | 16 | 14,29 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 373 889 | −27,54 | 27 178 | −16,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 325 393 | −8,76 | 23 653 | 0,86 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 350 | −69,02 | 1 697 | −65,76 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 662 | −13,62 | 339 | −4,52 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 775 966 | −19,42 | 419 855 | −10,93 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 084 | −20,72 | 224 | −12,16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 429 643 | −23,37 | 31 231 | −15,29 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 16 286 | −15,52 | 1 184 | −6,63 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 138 171 | −0,27 | 10 044 | 10,24 | ||||
| 2025-06-03 | 13F | Invst, LLC | 12 218 | −0,96 | 803 | −5,53 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 8 185 | −25,13 | 595 | −17,27 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 163 674 | −0,03 | 10 763 | −4,63 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 1 243 800 | −5,93 | 81 096 | −13,37 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 12 290 | −7,96 | 893 | 1,71 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 411 202 | −7,64 | 29 890 | 2,09 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 300 | −57,14 | 22 | −54,35 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 871 323 | −35,03 | 208 716 | −28,18 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 28 592 | −11,97 | 2 125 | −1,25 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 282 585 | −1,26 | 20 541 | 9,15 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 9 200 | −25,81 | 669 | −18,54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 340 286 | −6,84 | 24 735 | 2,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 41 595 | −4,82 | 3 024 | 5,22 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 63 509 | −19,73 | 4 616 | −11,28 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 326 972 | −0,76 | 23 768 | 9,70 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 262 485 | −10,96 | 19 080 | −1,58 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 10 787 | −0,42 | 784 | 10,11 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 48 834 | −10,79 | 3 564 | −0,67 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 33 512 | −29,80 | 2 436 | −22,40 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 17 515 | −10,65 | 1 273 | −1,24 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 18 854 | −0,85 | 1 370 | 9,60 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 938 | −5,72 | 722 | 4,18 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4 819 | −4,21 | 350 | 6,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 950 174 | −13,58 | 69 068 | −4,48 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 2 860 | −19,84 | 208 | −11,54 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 9 911 | −14,88 | 720 | −5,88 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 4 202 | −2,64 | 305 | 7,77 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 838 | −83,93 | 252 | −84,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 217 100 | −14,46 | 15 781 | −5,45 | |||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 65 389 | −35,94 | 4 753 | −29,19 | ||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 39 459 | −15,53 | 2 868 | −6,61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 134 997 | −58,43 | 9 813 | −54,06 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 273 260 | −0,33 | 19 863 | 10,18 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 3 735 | −53,31 | 271 | −48,48 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 733 | −12,45 | 635 | −3,21 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 106 883 | −21,81 | 7 769 | −13,56 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 63 763 | −5,76 | 4 635 | 4,16 | ||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 152 | −2,50 | 447 | 7,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 325 300 | −8,03 | 23 646 | 1,66 | |||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 3 374 987 | −22,45 | 245 328 | −14,28 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 5 610 | −1,27 | 408 | 9,12 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 18 815 | −55,00 | 1 368 | −50,27 | ||||
| 2025-04-15 | 13F | Collier Financial | 24 352 | −83,01 | 1 601 | −83,79 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 633 | −9,77 | 191 | 0,00 | ||||
| 2025-04-25 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 3 961 | −35,88 | 288 | −29,31 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 734 | −0,78 | 562 | 9,77 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 059 | −3,81 | 586 | 6,36 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 931 | −21,51 | 1 230 | −13,26 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 2 928 | −5,64 | 213 | 3,92 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 139 615 | −45,51 | 10 149 | −39,77 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 53 332 | −22,93 | 3 877 | −14,81 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 279 | −1,86 | 602 | 8,48 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 167 634 | −29,15 | 12 185 | −21,69 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 140 248 | −0,63 | 10 195 | 9,85 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 15 668 | −5,77 | 1 139 | 4,12 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 161 181 | −29,45 | 11 716 | −22,01 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 20 608 | −3,95 | 1 498 | 6,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32 467 | −16,45 | 2 360 | −10,23 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 49 271 | −0,61 | 3 582 | 9,88 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 668 002 | −0,48 | 48 557 | 10,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 58 292 | −75,26 | 4 | −73,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68 925 | −1,71 | 5 010 | 8,65 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 14 861 | −1,57 | 1 080 | 8,87 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 94 338 | −0,34 | 6 857 | 10,17 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 818 773 | −0,81 | 59 517 | 10,59 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 10 470 | −27,45 | 761 | −23,44 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 3 819 | −2,33 | 281 | 9,34 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 213 289 | −8,25 | 15 504 | 1,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 658 262 | −3,47 | 47 849 | 6,70 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 18 169 | −33,08 | 1 321 | −26,05 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 751 255 | −0,32 | 54 609 | 10,19 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 337 033 | −10,08 | 24 499 | −0,60 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 12 222 | −12,99 | 888 | −3,79 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 3 030 | −86,91 | 220 | −85,55 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 54 954 | −13,24 | 3 995 | −4,11 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 5 025 | −28,94 | 365 | −21,34 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6 408 | −13,43 | 466 | −4,32 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2 | 98 032 | −6,31 | 7 126 | 3,56 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 11 408 | −33,37 | 848 | −24,62 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 207 | −2,39 | 160 | 8,11 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 31 109 | −71,20 | 2 261 | −68,17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 25 204 | −0,31 | 1 832 | 10,23 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 723 | −2,92 | 779 | 7,30 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 9 261 | −2,14 | 673 | 8,20 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 49 171 | −2,41 | 3 574 | 7,88 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 41 414 | −6,97 | 3 010 | 2,84 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 154 384 | −0,92 | 11 222 | 9,53 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 70 718 | −39,85 | 5 140 | −33,51 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 100 354 | −4,83 | 7 295 | 5,21 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46 808 | −3,45 | 3 402 | 6,71 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 48 856 | −23,52 | 3 551 | −15,45 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 31 346 | −22,23 | 2 279 | −14,04 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13 633 | −7,10 | 991 | 2,59 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 309 | −1,50 | 95 | 4,40 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 25 480 | −14,94 | 1 852 | −5,94 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 10 986 | −84,46 | 799 | −82,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 123 820 | −4,62 | 154 369 | 5,43 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 231 686 | −4,52 | 16 841 | 5,54 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 144 192 | −3,07 | 10 476 | 7,08 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 105 | −0,76 | 953 | 9,68 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6 984 | −9,06 | 508 | 0,40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 893 | −7,44 | 3 918 | 2,32 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 20 254 | −0,33 | 1 472 | 10,18 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 319 | −15,09 | 241 | −6,23 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 368 592 | −0,15 | 26 793 | 10,37 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 94 704 | −1,51 | 6 884 | 8,86 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 17 336 | −4,18 | 1 260 | 5,97 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 543 482 | −31,17 | 39 506 | −23,92 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 22 444 | −58,65 | 1 631 | −56,41 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 122 516 | −40,13 | 8 906 | −33,83 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 414 023 | −0,97 | 30 095 | 9,47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 447 | −73,97 | 32 | −71,68 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 683 | −26,93 | 631 | −19,21 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 67 930 | −60,02 | 4 938 | −55,81 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 96 443 | −28,56 | 7 010 | −21,02 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5 603 | −34,80 | 407 | −27,96 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 194 457 | −3,47 | 14 135 | 6,71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 26 084 | −14,04 | 1 896 | −4,96 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16 677 | −7,76 | 1 212 | 2,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 172 286 | −3,22 | 12 808 | 9,41 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 2 419 000 | −15,97 | 175 837 | −7,11 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 308 154 | −9,50 | 22 400 | 0,04 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 788 | −0,54 | 1 075 | 9,93 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4 650 | −3,41 | 338 | 6,96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 466 838 | −1,49 | 33 934 | 8,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 679 645 | −1,71 | 49 403 | 8,65 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 248 124 | −1,94 | 18 036 | 8,39 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 75 000 | −0,27 | 430 | 84,12 | |||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 19 294 | −5,84 | 1 402 | 4,08 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 7 331 | −12,76 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 1 278 232 | −6,33 | 84 057 | −10,65 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16 035 | −97,23 | 1 166 | −96,94 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 26 102 | −2,74 | 1 915 | 20,00 | ||||
| 2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 374 754 | −2,27 | 27 241 | 8,02 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 24 440 | −0,01 | 1 777 | 10,52 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 753 | −38,26 | 927 | −31,74 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 849 | −9,31 | 571 | 0,18 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 3 107 897 | −20,96 | 225 913 | −12,63 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 146 105 | −1,35 | 9 608 | −5,90 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 183 870 | −29,26 | 13 366 | −21,81 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 50 155 | −0,22 | 3 690 | 11,62 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 282 | −6,94 | 529 | 2,92 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 773 541 | −4,20 | 56 229 | 5,89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 34 010 | −96,60 | 2 472 | −96,41 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 122 477 | −4,83 | 8 903 | 5,20 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 295 064 | −2,86 | 21 448 | 7,38 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 56 404 | −51,70 | 4 193 | −45,40 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 246 092 | −3,19 | 16 045 | −10,84 | ||||
| 2025-07-24 | 13F | Eastern Bank | 97 | −30,71 | 7 | −22,22 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12 042 | −36,09 | 850 | −30,10 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28 097 | −15,42 | 2 042 | −6,50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 529 822 | −1,16 | 111 203 | 8,87 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 414 348 | −43,95 | 30 119 | −38,04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 219 566 | −8,04 | 16 452 | 6,44 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 781 | −0,98 | 493 | 9,33 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 506 955 | −14,68 | 36 851 | −5,69 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 361 | −6,27 | 244 | 3,83 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 21 001 | −64,97 | 1 527 | −61,29 | ||||
| 2025-08-07 | 13F | Commerce Bank | 8 434 | −22,08 | 613 | −13,78 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 411 098 | −22,47 | 29 883 | −14,29 | ||||
| 2025-05-30 | NP | PIMGMVA - PIMCO Balanced Allocation Portfolio Administrative | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 56 158 | −45,37 | 4 135 | −38,85 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 342 865 | −25,10 | 97 613 | −17,21 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 781 | −0,86 | 784 | 9,51 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 365 | −68,83 | 27 | −66,23 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5 272 | −93,30 | 395 | −92,37 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 295 047 | −1,16 | 21 447 | 9,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 131 859 | −6,07 | 227 655 | 3,83 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 205 074 | −6,30 | 14 907 | 3,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 9 769 | −38,15 | 710 | −31,60 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 33 127 | −2,98 | 2 408 | 7,26 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 28 514 | −3,38 | 2 073 | 6,80 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 3 571 | −2,56 | 260 | 7,47 | ||||
| 2025-07-16 | 13F | Novem Group | 392 531 | −3,06 | 28 533 | 7,16 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 101 332 | −21,02 | 7 366 | −12,71 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 481 524 | −37,33 | 35 002 | −30,72 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 455 893 | −14,09 | 33 139 | −5,03 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 22 860 | −7,61 | 1 662 | 2,09 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 453 596 | −1,71 | 32 972 | 8,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 171 | −21,56 | 12 | −14,29 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53 252 | −9,84 | 3 871 | −0,36 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 70 515 | −8,38 | 5 126 | 1,28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 590 | −13,16 | 116 | −4,17 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 208 559 | −14,50 | 15 267 | −4,82 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 17 330 | −1,13 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 30 438 | −77,31 | 2 213 | −74,93 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 255 163 | −1,66 | 18 548 | 8,70 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 500 | −77,01 | 36 | −74,83 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 30 681 | −19,62 | 2 230 | −11,16 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 84 126 | −0,42 | 6 115 | 10,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149 079 | −3,87 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 41 987 | −50,00 | 3 052 | −44,73 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 119 | −0,56 | 1 753 | 9,91 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 17 143 | −86,63 | 1 246 | −85,23 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 164 666 | −7,13 | 11 970 | 2,65 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 5 345 | −26,82 | 389 | −19,17 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 12 295 | −0,36 | 894 | 10,11 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 61 513 | −2,51 | 4 471 | 7,76 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 18 210 | −2,87 | 1 324 | 7,39 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 30 866 | −2,44 | 2 244 | 7,84 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 068 | −0,78 | 368 | 9,85 | ||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 918 | −3,29 | 1 012 | 6,87 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9 710 | −1,19 | 706 | 9,13 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 619 | −14,89 | 238 | −12,87 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 47 590 | −9,21 | 3 459 | 0,38 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 77 616 | −89,55 | 5 642 | −88,45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 134 471 | −6,89 | 9 775 | 2,92 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 697 | −30,35 | 414 | −22,91 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 1 093 900 | −20,15 | 79 516 | −11,74 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 662 | −9,01 | 557 | 0,54 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 761 | −94,78 | 564 | −94,23 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 592 | −2,63 | 236 | −7,09 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2 | 68 154 | −2,94 | 4 954 | 7,30 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 50 682 | −6,44 | 3 684 | 3,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 222 835 | −1,61 | 16 198 | 8,76 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 305 | −1,61 | 22 | 10,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 520 673 | −0,93 | 183 228 | 9,51 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 24 101 | −8,93 | 1 752 | 0,63 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 61 009 | −1,31 | 4 435 | 9,08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 617 | −60,73 | 190 | −56,62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 53 820 | −49,91 | 4 | −57,14 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 15 087 | −8,99 | 1 097 | 0,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 80 391 | −3,67 | 5 844 | 6,49 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 26 109 | −0,61 | 1 898 | 9,84 | ||||
| 2025-06-04 | 13F | Pvg Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 801 | −2,80 | 510 | 10,65 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 336 260 | −0,20 | 24 443 | 10,31 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 71 643 | −2,01 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77 961 | −2,09 | 5 667 | 8,21 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 387 | −1,15 | 682 | 9,29 | ||||
| 2025-07-22 | NP | DLCFX - Destinations Large Cap Equity Fund Class I | 87 944 | −87,85 | 6 097 | −87,95 | ||||
| 2025-05-15 | 13F | Cantor Fitzgerald, L. P. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 42 375 | −34,64 | 3 080 | −27,75 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 14 197 | −1,46 | 1 032 | 8,98 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20 471 | −4,79 | 1 488 | 5,31 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 876 | −6,76 | 1 299 | 3,10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 166 899 | −7,42 | 157 512 | −2,38 | ||||
| 2025-08-14 | 13F | Welch Capital Partners Llc/ny | 268 485 | −20,66 | 20 | −13,64 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 88 983 | −9,30 | 6 468 | 0,26 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 449 | −94,44 | 614 | −93,86 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19 423 | −0,71 | 1 412 | 9,72 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 174 714 | −6,40 | 12 700 | 3,46 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 682 800 | −1,12 | 50 083 | 17,04 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 136 906 | −1,16 | 9 952 | 9,26 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20 450 | −52,32 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 263 600 | −21,31 | 19 161 | −13,02 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 006 | −19,36 | 437 | −18,35 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 15 076 | −4,44 | 991 | −4,44 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 13 549 | −10,31 | 985 | −0,91 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 332 692 | −3,86 | 24 183 | 6,27 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 3 216 | −64,02 | 234 | −60,31 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 6 301 | −5,22 | 458 | 4,81 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Agur Provident & Training Funds Management Ltd | 890 494 | −21,07 | 65 | −13,51 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4 263 | −26,60 | 310 | −18,90 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 148 916 | −4,12 | 10 825 | 5,98 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 163 674 | −0,03 | 10 763 | −4,63 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 322 | −32,88 | 241 | −25,85 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 47 846 | −5,74 | 3 478 | 4,16 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 25 613 | −52,06 | 1 862 | −47,03 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 899 764 | −12,89 | 65 404 | −3,71 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 111 450 | −10,07 | 8 101 | −0,59 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 11 346 | −5,64 | 825 | 4,30 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 756 | −0,40 | 55 | 10,20 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 554 | −3,37 | 2 148 | 6,81 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 153 563 | −1,47 | 11 163 | 8,92 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 150 109 | −10,94 | 10 911 | −1,55 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 101 343 | −24,37 | 7 367 | −16,40 | ||||
| 2025-04-14 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21 447 | −59,06 | 1 559 | −54,75 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 406 | −80,16 | 611 | −79,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 355 | −7,05 | 2 570 | 2,72 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 20 117 | −1,58 | 1 462 | 8,78 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 5 413 | −1,92 | 393 | 3,42 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 56 435 | −28,30 | 4 102 | −20,73 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 792 637 | −5,44 | 57 617 | 4,53 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 3 096 749 | −37,76 | 225 | −31,19 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 5 591 | −19,41 | 406 | −10,96 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 603 304 | −27,74 | 43 854 | −20,12 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 950 | −38,88 | 294 | −31,06 | ||||
| 2025-04-25 | 13F | RCS Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 25 225 | −0,20 | 1 834 | 10,29 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 7 563 | −1,57 | 550 | 8,71 |
