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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 27 077 | −47,58 | 1 472 | −44,31 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | RHTX - RH Tactical Outlook ETF | 39 171 | −17,08 | 2 064 | −19,60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 403 | −35,60 | 403 | −31,63 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4 344 | −94,92 | 236 | −94,61 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 23 473 | −1,33 | 1 276 | 4,85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62 306 | −9,29 | 3 388 | −3,61 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13 329 | −0,28 | 725 | 5,85 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 36 840 | −11,23 | 2 003 | −5,70 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 576 157 | −69,66 | 31 331 | −67,76 | ||||
| 2025-05-06 | 13F | VCI Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 827 232 | −0,72 | 44 985 | 5,48 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3 866 | −1,07 | 210 | 5,00 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 400 | −2,55 | 239 | 3,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18 050 | −12,86 | 982 | −9,25 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 992 | −1,99 | 652 | 4,15 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 735 | −9,83 | 203 | −3,79 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 16 022 | −0,15 | 871 | 6,09 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 18 520 | −2,25 | 1 007 | 3,92 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 896 | −52,46 | 212 | −49,64 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4 026 | −3,24 | 219 | 2,83 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 26 370 | −7,16 | 1 434 | −1,31 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9 297 | −1,13 | 506 | 4,99 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 125 205 | −2,28 | 6 809 | 3,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 753 | −47,58 | 857 | −44,34 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 152 | −2,56 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 54 693 | −31,64 | 2 974 | −27,36 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 232 206 | −20,26 | 12 627 | −15,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 106 495 | −0,65 | 5 791 | 5,56 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31 129 | −7,07 | 1 694 | 7,42 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 756 | −50,53 | 476 | −47,40 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 423 120 | −3,02 | 77 389 | 3,05 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 903 143 | −37,09 | 49 113 | −33,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 253 | −4,85 | 612 | 0,99 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 264 422 | −16,48 | 14 379 | −11,25 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 3 916 | −0,53 | 213 | 5,47 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3 186 | −1,82 | 173 | 4,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 944 | −7,42 | 1 085 | −1,63 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44 891 | −1,79 | 2 441 | 4,36 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 6 735 | −2,62 | 366 | 3,68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 290 960 | −3,82 | 15 822 | 2,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 871 221 | −0,52 | 101 757 | 5,71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 184 614 | −1,18 | 9 449 | −7,53 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 5 638 | −49,26 | 307 | −46,13 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20 631 | −8,29 | 1 122 | −2,61 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32 335 | −9,92 | 1 758 | −4,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148 130 | −19,76 | 8 055 | −14,74 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4 176 | −24,59 | 227 | −24,83 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 012 | −17,24 | 381 | −12,01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 737 | −2,80 | 94 | 3,30 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 203 681 | −0,36 | 11 076 | 5,88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 68 804 | −6,44 | 3 742 | −0,58 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 | −50,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Mayport, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 935 | −16,74 | 105 | −11,02 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 5 065 | −32,35 | 275 | −28,20 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364 101 | −1,20 | 19 800 | 4,98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 839 | −46,92 | 372 | −43,70 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 32 591 | −1,37 | 1 790 | 5,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 224 694 | −41,98 | 12 219 | −38,35 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 9 264 | −10,38 | 504 | −4,91 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 62 710 | −2,40 | 3 | 0,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178 537 | −4,01 | 9 709 | 1,99 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 444 | −1,06 | 405 | 4,94 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 380 | −4,90 | 401 | 1,01 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 610 | −20,46 | 577 | −15,54 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 62 605 | −0,05 | 3 404 | 6,21 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 913 | −30,34 | 104 | −25,71 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 68 872 | −4,72 | 3 745 | 1,24 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22 338 | −5,77 | 1 215 | 0,08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 53 062 | −10,11 | 2 886 | −4,50 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 89 928 | −13,80 | 4 890 | −8,41 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 8 835 | −38,01 | 480 | −34,16 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 638 392 | −0,06 | 34 715 | 6,18 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 61 970 | −0,10 | 3 370 | 6,14 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40 046 | −80,67 | 2 178 | −79,47 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 13 755 | −0,36 | 748 | 5,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 965 | −10,52 | 216 | −4,87 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11 189 | −1,14 | 608 | 5,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 133 | −3,63 | 388 | 2,38 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 58 | −97,01 | 3 | −96,97 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29 630 | −40,15 | 1 611 | −36,40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 339 | −4,38 | 847 | 3,29 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 5 429 | −3,02 | 295 | 3,15 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 240 | −12,09 | 13 | 0,00 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 27 077 | −1,03 | 1 472 | 5,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 841 | −17,65 | 481 | −12,57 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 010 | −95,29 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8 911 | −1,39 | 485 | 4,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 115 002 | −20,18 | 5 886 | −25,31 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 256 | −45,76 | 123 | −42,45 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15 010 | −33,89 | 816 | −29,78 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24 509 | −11,36 | 1 333 | −5,87 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 | −78,85 | 3 | −84,62 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 206 025 | −0,87 | 11 204 | 5,32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14 276 | −0,59 | 776 | −1,15 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 523 | −0,46 | 765 | 9,13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 569 | −66,65 | 2 532 | −64,57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 702 113 | −30,63 | 201 321 | −26,30 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 178 508 | −5,69 | 9 707 | 0,21 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 896 715 | −23,35 | 48 763 | −18,56 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 49 308 | −4,13 | 2 681 | 1,86 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3 992 | −0,18 | 217 | 6,37 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15 589 | −0,11 | 848 | 6,14 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 27 809 | −0,09 | 1 512 | 6,18 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 84 694 | −3,34 | 4 606 | 2,70 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22 947 | −4,24 | 1 248 | 1,71 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 16 943 | −49,80 | 921 | −46,67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 868 | −4,41 | 47 | 2,17 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26 821 | −1,49 | 1 470 | 5,53 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 598 | −1,60 | 250 | 4,60 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 16 256 | −10,35 | 884 | −4,74 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10 481 | −6,82 | 570 | −1,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 681 911 | −1,45 | 37 082 | 4,72 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 323 | −6,38 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 474 386 | −0,24 | 25 797 | −0,80 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 61 986 | −0,36 | 3 371 | 5,87 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 7 326 | −87,28 | 398 | −86,49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16 468 | −5,02 | 901 | 1,47 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 010 | −2,29 | 327 | 3,82 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13 984 | −3,40 | 761 | 2,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 637 637 | −2,42 | 34 675 | 3,68 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 717 | −47,43 | 39 | −44,93 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51 634 | −23,97 | 2 808 | −19,22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 35 142 | −59,63 | 1 911 | −57,09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 12 720 | −3,94 | 692 | 2,07 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 13 229 | −1,56 | 719 | 4,66 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6 688 | −86,81 | 364 | −86,01 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 988 | −4,72 | 706 | 1,29 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 15 361 | −0,60 | 835 | 5,70 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 720 474 | −4,14 | 39 179 | 1,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 460 | −2,68 | 2 037 | 3,45 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6 837 | −5,74 | 372 | 0,00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 107 729 | −2,21 | 5 858 | 3,92 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 663 | −8,16 | 525 | −2,42 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122 270 | −9,38 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 828 | −9,84 | 208 | −4,15 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19 582 | −1,29 | 1 078 | 6,11 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 24 097 | −3,48 | 1 310 | 2,58 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 121 008 | −40,42 | 6 580 | −36,69 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 779 | −5,09 | 151 | 1,34 | ||||
| 2025-04-28 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 | −99,57 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 124 052 | −3,05 | 6 746 | 3,01 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 5 199 | −34,15 | 283 | −30,20 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | −92,02 | 1 | −91,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 045 | −20,06 | 166 | −14,95 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 99 977 | −15,62 | 5 437 | −10,36 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8 032 | −8,09 | 437 | −2,46 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 5 615 | −9,44 | 305 | −3,79 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 16 259 | −17,17 | 884 | −11,95 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 9 141 | −0,19 | 497 | 6,20 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41 395 | −3,08 | 2 251 | 2,97 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 134 270 | −15,30 | 7 302 | −10,01 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 14 445 | −4,60 | 803 | 12,64 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 22 707 | −91,53 | 1 235 | −91,01 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 82 | −11,83 | 4 | 0,00 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 475 | −0,01 | 678 | 6,27 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 19 482 | −6,40 | 1 059 | −0,56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40 159 | −71,63 | 2 184 | −69,86 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8 070 | −0,23 | 444 | 19,68 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15 088 | −1,44 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 19 454 | −0,21 | 1 058 | 6,02 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 973 | −0,01 | 434 | 6,13 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94 616 | −2,93 | 5 146 | 3,13 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 567 | −0,41 | 303 | 5,59 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | −90,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 309 465 | −7,49 | 16 829 | −1,71 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 51 601 | −4,08 | 2 806 | 1,93 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 549 | −97,72 | 302 | −97,56 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 681 | −1,29 | 200 | −1,48 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 597 | −13,08 | 304 | −7,60 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 667 377 | −3,28 | 688 852 | 2,77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 435 | −93,18 | 24 | −92,94 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 26 323 | −18,85 | 1 431 | −13,80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37 811 | −1,62 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 771 | −20,71 | 314 | −15,86 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 20 092 | −0,13 | 1 093 | 6,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 977 | −24,95 | 488 | −20,26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10 630 | −0,47 | 578 | 5,86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 035 | −24,47 | 283 | −17,01 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9 406 | −5,28 | 511 | 0,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 363 | −2,11 | 672 | 4,02 | ||||
| 2025-08-01 | 13F | Motco | 9 028 | −41,33 | 499 | −36,72 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 77 | −53,33 | 4 | −66,67 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 780 | −38,11 | 260 | −34,43 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52 134 | −9,57 | 2 835 | −3,90 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 16 100 | −36,05 | 876 | −32,07 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 467 824 | −25,03 | 25 440 | −20,35 | ||||
| 2025-04-11 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673 664 | −19,72 | 37 685 | −12,25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 109 075 | −7,73 | 5 932 | −1,97 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6 950 | −27,98 | 378 | −23,53 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8 395 | −1,59 | 457 | 4,59 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12 645 | −1,19 | 688 | 5,05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 15 731 | −0,64 | 855 | 5,56 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 47 937 | −3,80 | 2 607 | 2,20 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 17 904 | −0,39 | 974 | 5,88 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 6 556 | −7,78 | 357 | −1,93 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 4 019 | −4,33 | 219 | 1,87 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 19 682 | −4,00 | 1 070 | 2,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 55 526 | −13,37 | 3 020 | −7,96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 032 | −10,02 | 219 | −4,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 882 | −1,47 | 211 | −1,86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 324 | −1,79 | 290 | 4,33 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 35 393 | −2,20 | 1 925 | 3,89 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13 339 | −3,49 | 725 | 2,55 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 207 691 | −1,17 | 11 294 | 5,01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 125 949 | −6,09 | 6 849 | −0,20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 546 | −9,48 | 302 | −3,83 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 119 679 | −0,22 | 6 508 | 6,03 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 52 507 | −28,79 | 2 855 | −24,33 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 260 228 | −15,16 | 14 151 | −9,86 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 47 425 | −8,84 | 2 579 | −3,16 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 087 | −0,60 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 618 | −3,81 | 414 | 2,22 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 53 796 | −1,65 | 2 925 | 4,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 410 | −5,21 | 1 056 | 0,76 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 8 702 | −40,77 | 473 | −37,02 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 133 621 | −5,21 | 7 266 | 0,72 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 4 063 | −1,14 | 221 | 4,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 150 | −92,61 | 280 | −92,15 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 474 | −15,68 | 189 | −10,48 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 15 136 | −1,27 | 823 | 4,97 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −63,64 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 152 256 | −0,97 | 8 280 | 5,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 259 | −2,57 | 558 | 3,53 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 8 726 | −3,23 | 475 | 2,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 200 | −20,57 | 609 | −15,53 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 896 | −21,82 | 1 789 | −16,99 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 129 | −26,85 | 496 | −22,26 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 140 | −28,36 | 1 367 | −23,84 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 28 431 | −16,79 | 1 546 | −11,56 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 19 506 | −0,71 | 1 061 | 5,47 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 29 407 | −0,35 | 1 599 | 5,89 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 063 | −0,96 | 275 | 5,36 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 16 454 | −12,25 | 895 | −6,78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 759 | −13,33 | 531 | −7,99 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 169 200 | −13,72 | 9 201 | −8,32 | ||||
| 2025-04-25 | 13F | Financial Insights, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 225 | −56,23 | 12 | −53,85 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 102 248 | −13,68 | 5 560 | −8,28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 160 056 | −0,25 | 8 704 | 5,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 694 872 | −28,67 | 255 | −24,11 |
