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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 13 639 | −3,36 | 993 | −5,79 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 | −50,00 | 0 | |||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 20 315 | −5,30 | 1 479 | −7,68 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 320 603 | −1,12 | 23 | −4,17 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19 489 | −6,61 | 1 419 | −8,98 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 41 669 | −2,12 | 3 034 | −4,59 | ||||
| 2025-04-21 | 13F | Redwood Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 21 565 | −9,16 | 1 570 | −11,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 69 392 | −87,46 | 5 053 | −87,78 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 590 | −1,67 | 917 | −4,18 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 348 | −18,36 | 754 | −19,38 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 159 090 | −0,86 | 11 585 | −3,38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 9 730 | −15,92 | 709 | −18,06 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5 280 | −4,17 | 385 | −2,29 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 944 | −3,38 | 142 | −6,00 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 262 | −27,12 | 310 | −28,90 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 12 960 | −1,14 | 944 | −3,68 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 670 | −6,87 | 635 | −8,63 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 450 761 | −3,18 | 32 824 | −5,65 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 173 | −2,10 | 231 | −4,55 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 20 006 | −0,29 | 1 457 | −2,87 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 922 | −5,06 | 2 397 | −7,49 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 226 | −1,94 | 672 | −4,55 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 946 | −2,28 | 433 | −4,63 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 1 465 | −7,86 | 107 | −10,17 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 32 323 | −0,72 | 2 354 | −3,25 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 125 | −3,40 | 228 | −5,81 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 5 133 | −3,75 | 374 | −6,28 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 40 878 | −15,81 | 2 977 | −14,53 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7 184 | −68,89 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 710 | −2,45 | 197 | −4,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 140 794 | −5,19 | 83 073 | −7,60 | ||||
| 2025-08-05 | 13F | Hiddenite Capital Partners LP | Put | 0 | −100,00 | 0 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 78 453 | −45,60 | 5 713 | −46,98 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 49 103 | −75,27 | 3 576 | −75,90 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 3 906 | −0,31 | 284 | −2,74 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 724 | −11,12 | 4 058 | −13,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 890 | −1,26 | 210 | −3,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 596 | −30,21 | 43 | −31,75 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 4 874 | −97,75 | 355 | −97,81 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 446 | −97,76 | 251 | −97,82 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 327 | −91,44 | 388 | −90,97 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8 588 | −18,91 | 625 | −20,99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 70 020 | −2,69 | 5 099 | −5,17 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3 026 | −6,58 | 220 | −9,09 | ||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 606 | −2,05 | 554 | −4,66 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 2 775 | −12,87 | 202 | −14,77 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 6 373 | −6,29 | 464 | −8,66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6 370 | −3,26 | 464 | −5,89 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 847 | −0,39 | 936 | −2,91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 307 507 | −3,45 | 22 | −4,35 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 077 | −6,59 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 848 094 | −1,02 | 61 758 | −3,53 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8 949 | −1,11 | 652 | −3,70 | ||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 108 | −3,74 | 445 | −6,33 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 676 | −2,42 | 1 069 | −4,90 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7 538 | −9,03 | 549 | −11,47 | ||||
| 2025-05-16 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 724 | −46,91 | 204 | −31,65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 256 | −1,59 | 965 | −4,08 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4 227 | −38,78 | 308 | −40,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 696 | −8,75 | 488 | −11,13 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 863 | −2,39 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40 820 | −4,51 | 2 973 | −6,95 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 018 | −11,99 | 147 | −8,75 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 88 533 | −0,97 | 6 447 | −3,49 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 24 527 | −0,38 | 1 786 | −2,88 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 111 437 | −7,69 | 8 116 | −5,76 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29 627 | −9,58 | 2 157 | −11,89 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 12 593 | −0,59 | 917 | −3,07 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 610 | −11,16 | 481 | −13,33 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 73 278 | −3,21 | 5 336 | −5,67 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 13 883 | −0,86 | 1 011 | −3,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 222 262 | −0,05 | 16 185 | −2,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 679 | −99,55 | 49 | −99,57 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26 167 | −1,04 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 252 | −44,92 | 91 | −46,15 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 5 517 | −33,91 | 402 | −35,63 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 356 | −73,31 | 2 211 | −73,99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 080 | −0,96 | 375 | 1,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10 981 | −5,39 | 800 | −7,84 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14 300 | −99,15 | 1 041 | −99,17 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 572 | −71,52 | 843 | −72,26 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 58 753 | −12,91 | 4 309 | −14,52 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 17 592 | −34,35 | 1 281 | −36,01 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23 844 | −28,07 | 1 736 | −29,92 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 718 | −2,89 | 198 | −5,74 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 5 138 | −6,63 | 374 | −9,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 210 | −7,84 | 88 | −10,20 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 34 022 | −2,48 | 2 477 | −4,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13 399 | −18,05 | 976 | −20,15 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18 905 | −0,77 | 1 377 | −3,30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 19 100 | −0,08 | 1 391 | −2,66 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 853 | −3,43 | 427 | −5,75 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 102 | −50,70 | 736 | −6,25 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 992 | −7,73 | 509 | −10,07 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 6 380 | −1,10 | 465 | −3,73 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 984 | −35,98 | 217 | −37,64 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18 829 | −3,42 | 1 370 | −5,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 080 259 | −8,17 | 442 765 | −10,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 575 598 | −7,00 | 41 915 | −9,36 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 24 174 | −0,44 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 240 971 | −0,56 | 17 548 | −3,09 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 34 174 | −0,30 | 2 489 | −2,85 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12 979 | −0,75 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 833 | −10,06 | 133 | −12,50 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 127 | −1,38 | 810 | −3,91 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Grantvest Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 114 917 | −33,09 | 8 368 | −34,79 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 419 | −8,27 | 103 | −10,43 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 80 789 | −2,14 | 5 883 | −4,62 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16 519 | −1,45 | 1 203 | −3,99 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 207 | −7,69 | 525 | −10,12 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 646 | −3,59 | 1 358 | −6,09 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 7 506 | −1,96 | 547 | −4,55 | ||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17 509 | −0,82 | 1 275 | −3,34 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 417 | −1,42 | 394 | −3,90 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 918 | −2,65 | 941 | −5,15 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 3 387 | −36,38 | 247 | −38,04 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 810 | −26,25 | 205 | −28,17 | ||||
| 2025-05-08 | NP | SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares | 13 500 | −41,30 | 1 009 | −32,48 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 59 814 | −11,13 | 4 356 | −13,40 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 36 355 | −1,45 | 2 647 | −3,96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10 890 | −20,82 | 793 | −17,67 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 80 228 | −41,66 | 5 842 | −43,14 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13 288 | −1,72 | 968 | −4,26 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 122 860 | −5,84 | 8 947 | −8,24 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 084 | −0,07 | 297 | −2,62 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 072 | −75,13 | 369 | −75,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 334 539 | −19,15 | 24 361 | −21,20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 882 | −32,55 | 210 | −34,48 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 925 | −7,26 | 213 | −9,79 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 11 579 | −77,82 | 843 | −78,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 122 | −18,87 | 956 | −17,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 889 | −16,64 | 356 | −18,72 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 758 | −48,82 | 346 | −50,14 | ||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 148 | −10,72 | 229 | −12,93 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 23 657 | −25,52 | 1 723 | −27,43 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12 693 | −6,38 | 924 | −8,70 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 22 982 | −0,94 | 1 674 | −3,46 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 377 | −1,93 | 319 | −4,50 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 10 057 | −10,87 | 732 | −13,17 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 58 905 | −1,34 | 4 289 | −3,86 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 279 516 | −3,63 | 20 354 | −6,08 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 6 690 | −11,80 | 487 | −13,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 505 | −67,91 | 182 | −68,78 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 79 124 | −21,69 | 5 761 | −23,69 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 28 237 | −1,17 | 2 056 | −3,66 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 299 | −1,17 | 896 | −3,66 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 866 | −2,26 | 63 | 0,00 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 3 440 | −99,41 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61 552 | −2,65 | 4 482 | −5,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 325 492 | −25,02 | 23 702 | −26,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 967 | −17,13 | 2 255 | −19,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 164 724 | −0,70 | 11 995 | −3,23 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 26 146 | −1,06 | 1 904 | −3,60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 260 | −3,29 | 310 | −5,49 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 19 103 | −6,95 | 1 391 | −9,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 257 | −14,61 | 747 | −16,83 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 4 940 | −0,34 | 360 | −2,97 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 25 775 | −2,73 | 1 877 | −5,25 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 17 409 | −3,11 | 1 268 | −5,59 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24 551 | −2,66 | 1 788 | −5,15 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 855 | −4,13 | 135 | −2,17 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 144 | −18,61 | 229 | −20,49 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | LPL Financial LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F/A | CX Institutional | 2 660 | −8,34 | 0 | |||||
| 2025-04-17 | 13F | Vicus Capital | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 35 358 | −5,56 | 2 575 | −7,97 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 17 503 | −3,77 | 1 275 | −6,25 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 13 775 | −1,63 | 1 003 | −4,11 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 116 | −17,73 | 8 | −20,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1 526 | −2,55 | 111 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14 410 | −20,65 | 1 049 | −22,64 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 735 | −39,31 | 345 | −40,89 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 32 726 | −0,59 | 2 383 | −3,09 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5 | −16,67 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 777 | −33,98 | 494 | −35,64 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 26 922 | −1,99 | 1 960 | −4,48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 397 | −5,72 | 1 849 | −8,10 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18 368 | −5,07 | 1 338 | −7,47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 887 | −50,48 | 1 011 | −51,74 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 4 676 | −4,10 | 341 | −2,02 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 29 928 | −0,74 | 2 179 | −3,24 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26 899 | −3,88 | 1 959 | −6,32 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13 586 | −2,62 | 989 | −5,09 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 46 766 | −0,03 | 3 406 | −2,58 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 29 200 | −3,31 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 14 151 | −15,85 | 1 030 | −17,99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18 793 | −7,03 | 1 368 | −0,65 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 699 | −1,86 | 342 | −4,20 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 526 | −97,50 | 111 | −97,40 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 18 244 | −1,53 | 1 329 | −4,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 4 500 | −8,16 | 328 | −10,66 | |||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 747 | −55,32 | 564 | −56,45 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 775 | −33,87 | 493 | −35,56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 42 082 | −64,57 | 3 086 | −63,57 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11 220 | −2,21 | 817 | −4,67 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 630 | −51,03 | 628 | −52,28 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3 068 | −37,67 | 223 | −39,24 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 10 571 | −89,42 | 770 | −89,70 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 5 941 | −7,72 | 433 | −10,19 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 14 641 | −1,15 | 1 066 | −3,62 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 183 | −14,34 | 86 | −16,50 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2 820 | −25,63 | 205 | −27,56 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 4 056 | −3,80 | 295 | −1,67 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 381 | −0,34 | 319 | −2,74 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 34 122 | −0,81 | 2 485 | −3,35 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 662 | −63,75 | 48 | −64,71 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 830 | −15,99 | 60 | −17,81 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 665 | −31,83 | 922 | −33,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 59 046 | −0,19 | 4 300 | −2,74 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 36 701 | −62,50 | 3 | −71,43 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15 514 | −0,54 | 1 130 | −3,09 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 296 | −2,83 | 313 | −5,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 808 | −21,89 | 277 | −23,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 367 310 | −4,15 | 100 | −6,60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 184 | −99,63 | 13 | −99,65 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 51 220 | −1,83 | 3 730 | −4,34 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 691 | −2,20 | 269 | −4,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 143 357 | −26,37 | 10 439 | −28,24 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 958 | −1,23 | 580 | −3,66 | ||||
| 2025-05-15 | 13F | Boothbay Fund Management, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 5 474 | −4,37 | 399 | −2,45 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 12 847 | −73,37 | 928 | −74,24 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 536 | −17,77 | 330 | −19,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 151 | −70,47 | 739 | −71,22 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 7 579 | −0,62 | 552 | −3,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 417 852 | −23,29 | 30 578 | −24,87 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 124 743 | −42,17 | 9 084 | −43,64 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 24 500 | −65,00 | 1 784 | −65,89 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 117 | −1,39 | 2 193 | −3,90 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 17 682 | −0,69 | 1 288 | −3,23 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 39 747 | −0,08 | 2 894 | −2,62 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Birinyi Associates Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 50 915 | −5,01 | 3 708 | 92 575,00 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 548 | −77,01 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 102 | −58,63 | 444 | −59,71 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 778 889 | −3,30 | 56 719 | −5,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7 446 | −7,88 | 542 | −10,12 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 89 922 | −5,78 | 6 548 | −8,18 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 29 808 | −9,73 | 2 227 | −3,63 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 26 070 | −1,04 | 1 898 | −3,56 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 745 | −5,46 | 54 | −6,90 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 7 506 | −96,18 | 547 | −96,28 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 58 | −99,69 | 4 | −99,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44 940 | −4,68 | 3 273 | −7,10 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 202 | −1,05 | 233 | −3,32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 187 | −9,75 | 1 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11 049 | −1,24 | 805 | −3,71 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44 860 | −0,88 | 3 267 | −3,40 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 7 444 | −11,37 | 542 | −13,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 049 | −0,97 | 513 | −3,39 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 11 128 | −10,24 | 810 | −6,57 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 18 229 | −1,09 | 1 337 | 0,15 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 103 608 | −28,82 | 7 545 | −30,63 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3 165 | −2,76 | 230 | −5,35 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 947 | −3,54 | 797 | −6,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 29 152 | −4,64 | 2 123 | −7,09 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 17 263 | −2,11 | 1 290 | 4,46 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 12 107 | −0,70 | 882 | −3,19 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 61 | −23,75 | 4 | −20,00 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 73 800 | −5,43 | 5 374 | 4,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 642 | −59,32 | 3 178 | −60,35 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 27 692 | −42,41 | 2 017 | −43,88 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 120 | −83,23 | 300 | −83,13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 22 135 | −1,25 | 1 612 | −3,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 889 395 | −10,01 | 501 686 | −12,29 | ||||
| 2025-04-17 | 13F | Atlas Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 12 672 | −2,84 | 923 | −5,34 | ||||
| 2025-07-17 | 13F | SWS Partners | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 10 087 | −0,06 | 735 | −2,65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 870 | −20,26 | 646 | −22,38 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4 336 | −1,43 | 316 | −3,96 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13 973 | −0,48 | 1 018 | −3,05 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 387 | −2,80 | 538 | −5,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 946 | −1,49 | 943 | −3,98 |
