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 | Obermeyer Wood Investment Counsel, Lllp | 104 242 | −83,77 | 4 441 | −83,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 12 454 | −28,74 | 531 | −25,56 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12 476 | −0,80 | 531 | 3,71 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13 026 | −22,40 | 555 | −19,01 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 114 784 | −7,55 | 4 890 | −3,38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 912 132 | −1,36 | 209 257 | 3,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 126 | −73,97 | 5 | −73,68 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Sentinel Trust Co Lba | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 340 424 | −11,37 | 14 502 | −7,37 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16 733 | −36,16 | 713 | −33,33 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 196 | −3,17 | 264 | 1,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42 122 | −1,46 | 1 794 | 2,99 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 26 905 | −1,54 | 1 146 | 14,03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15 185 | −3,76 | 647 | 0,47 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 345 381 | −0,94 | 14 713 | 15,84 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 63 097 | −3,86 | 2 688 | 0,45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 74 290 | −0,77 | 3 165 | 3,70 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 846 296 | −8,63 | 36 052 | −4,50 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16 819 | −94,13 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 5 255 | −87,59 | 224 | −87,08 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25 971 | −0,51 | 1 106 | 4,05 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39 504 | −2,59 | 1 683 | 1,75 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15 642 | −1,98 | 666 | 2,46 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11 708 | −36,00 | 499 | −33,15 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 53 776 | −4,64 | 2 291 | −0,35 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 26 627 | −47,26 | 1 134 | 56 600,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34 202 | −8,56 | 1 457 | −4,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134 538 | −4,36 | 5 731 | −0,03 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34 407 | −9,01 | 1 466 | −4,93 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59 530 | −3,76 | 2 536 | 0,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 115 831 | −27,72 | 132 734 | −24,45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40 549 | −15,87 | 1 728 | −12,07 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 110 | −38,13 | 260 | −35,32 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 50 696 | −6,09 | 2 160 | 7,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 515 | −46,09 | 363 | −43,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 388 278 | −76,21 | 16 541 | −75,14 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 27 465 | −8,35 | 1 170 | −4,18 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 26 878 | −22,12 | 1 145 | −18,56 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 325 882 | −4,19 | 13 883 | 0,13 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7 270 | −8,48 | 310 | −4,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638 483 | −60,98 | 27 | −59,09 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41 850 | −3,06 | 1 783 | 1,31 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 28 276 | −0,01 | 1 205 | 4,51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 104 043 | −9,56 | 4 432 | −5,48 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 538 532 | −34,28 | 22 941 | −31,31 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 890 | −26,95 | 506 | −23,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63 812 | −44,58 | 2 718 | −42,27 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 9 783 | −5,09 | 417 | −0,95 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 30 503 | −6,38 | 1 299 | −2,18 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 73 047 | −15,74 | 3 115 | −11,96 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 369 070 | −6,70 | 15 722 | −2,49 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 15 358 | −14,15 | 654 | −10,29 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Counterweight Ventures, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 57 920 | −0,47 | 2 467 | 4,05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10 924 | −7,27 | 465 | −3,12 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 381 | −49,12 | 400 | −46,87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 034 429 | −0,67 | 44 067 | 3,81 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283 107 | −6,88 | 12 060 | −2,68 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 15 742 | −13,82 | 671 | −9,95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 190 | −12,76 | 51 | −9,09 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 94 265 | −17,10 | 4 016 | −13,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 241 772 | −13,27 | 52 900 | −9,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 671 356 | −63,64 | 28 600 | −62,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 24 447 | −0,46 | 1 033 | 4,77 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163 036 | −34,76 | 6 945 | −31,82 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 48 873 | −2,46 | 2 082 | 1,91 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 18 382 | −77,24 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11 143 | −26,86 | 482 | −22,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37 102 | −14,82 | 1 581 | −10,99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14 398 | −2,09 | 613 | 2,34 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73 163 | −4,53 | 3 122 | −0,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 28 448 | −4,72 | 1 212 | −0,41 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 12 900 | −56,47 | 550 | −54,55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30 106 | −2,95 | 1 283 | 1,42 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46 125 | −34,46 | 1 965 | −31,52 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121 394 | −2,44 | 5 171 | 1,97 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3 725 | −34,05 | 159 | −35,77 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13 335 | −65,71 | 568 | −64,14 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11 915 | −15,21 | 535 | −6,47 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 766 | −4,26 | 373 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 50 112 | −28,74 | 2 135 | −25,54 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7 149 | −0,86 | 305 | 3,75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13 392 | −23,89 | 570 | −20,50 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251 700 | −8,08 | 10 722 | −3,93 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 863 | −14,23 | 335 | −10,46 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19 244 | −2,24 | 820 | 2,12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 810 | −62,66 | 162 | −60,96 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 346 251 | −7,96 | 14 750 | −3,81 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 107 025 | −2,31 | 4 559 | 2,11 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6 276 | −0,22 | 267 | 4,30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10 370 | −0,58 | 442 | 3,76 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 148 | −64,53 | 432 | −62,79 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 604 | −18,73 | 409 | −14,97 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 804 | −4,88 | 119 | −0,83 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7 168 | −99,58 | 305 | −99,56 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 150 448 | −17,00 | 6 409 | −13,25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4 668 | −2,99 | 199 | 1,02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12 462 | −7,71 | 542 | −1,45 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 11 045 | −6,20 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 154 041 | −47,90 | 6 562 | −45,55 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 800 | −11,11 | 34 | −5,56 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 904 | −42,45 | 209 | −40,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11 326 | −0,59 | 482 | 3,88 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 79 298 | −88,16 | 3 378 | −87,63 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 377 | −7,26 | 1 507 | −3,02 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 7 037 | −0,79 | 300 | 3,46 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 161 383 | −1,42 | 7 193 | 11,76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15 271 | −5,55 | 651 | −1,37 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 34 654 | −43,91 | 1 476 | −41,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7 915 | −30,28 | 346 | −19,01 | ||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5 155 | −1,96 | 220 | 2,34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 62 277 | −76,57 | 2 653 | −75,51 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 325 297 | −24,74 | 13 858 | −21,35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8 065 | −10,25 | 344 | −6,28 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 576 | −0,49 | 1 217 | 4,02 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 69 010 | −11,59 | 3 | −33,33 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6 406 | −3,25 | 273 | 1,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58 809 | −9,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 9 552 | −5,59 | 407 | −1,46 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5 266 | −0,90 | 224 | 3,70 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 195 | −68,07 | 136 | −66,58 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 16 635 | −15,26 | 709 | −11,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 767 | −0,37 | 459 | 4,09 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12 337 | −18,70 | 526 | −15,05 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 43 323 | −0,34 | 1 846 | 4,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347 090 | −2,60 | 14 786 | 1,80 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 39 805 | −1,33 | 1 696 | 3,10 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 81 029 | −14,74 | 3 452 | −10,90 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 240 | −3,21 | 351 | 1,45 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13 704 | −28,81 | 584 | −25,64 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 543 | −0,74 | 108 | 3,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | −85,52 | 26 | −84,80 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 124 796 | −3,78 | 5 316 | 0,57 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579 615 | −26,05 | 25 549 | −20,02 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9 613 | −1,03 | 410 | 3,54 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 186 840 | −6,66 | 7 959 | −2,44 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 201 | −79,92 | 51 | −79,01 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 4 691 | −9,68 | 207 | −2,37 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 85 254 | −3,77 | 3 632 | 0,55 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 439 917 | −6,58 | 18 740 | −2,36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | −95,81 | 21 | −95,68 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144 186 | −31,10 | 6 142 | −28,00 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 91 076 | −9,31 | 3 880 | −5,23 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 49 900 | −14,55 | 2 126 | −10,71 | |||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 26 789 | −4,93 | 1 141 | −0,61 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 911 | −1,50 | 209 | 2,96 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 14 266 | −5,64 | 608 | −1,46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 675 | −2,37 | 327 | 1,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 44 327 | −23,10 | 1 889 | −19,66 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 147 548 | −0,01 | 6 286 | 4,51 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 815 062 | −22,69 | 34 722 | −19,20 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 71 061 | −6,97 | 3 027 | −2,76 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 24 819 | −17,46 | 1 057 | −21,70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12 175 | −6,83 | 519 | −2,63 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 27 681 | −9,73 | 1 179 | −14,38 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 307 | −7,64 | 234 | 8,37 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19 552 | −3,18 | 833 | 1,09 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 822 | −23,48 | 78 | −20,62 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 23 178 | −23,17 | 987 | −19,69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 436 | −5,00 | 317 | −0,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 616 | −16,60 | 495 | −12,87 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 12 558 | −0,09 | 512 | −9,40 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 366 | −23,59 | 16 | −21,05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 549 | −21,96 | 364 | −18,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58 616 | −10,11 | 2 497 | −6,02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24 313 | −1,58 | 1 036 | 2,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 38 683 | −2,34 | 1 648 | 2,04 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 6 229 | −7,43 | 265 | −3,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 71 995 | −3,20 | 3 067 | 1,15 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Power Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 46 726 | −6,48 | 1 991 | −2,26 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 57 206 | −29,39 | 2 437 | −26,23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 184 467 | −1,91 | 7 858 | 2,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29 367 | −10,58 | 1 251 | −6,50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10 643 | −0,52 | 453 | 3,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 9 252 | −6,79 | 394 | −2,48 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 187 618 | −8,81 | 7 993 | −4,69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 608 | −35,40 | 282 | −36,14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 76 590 | −7,97 | 3 303 | −2,62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6 092 | −2,67 | 260 | 1,57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31 174 | −46,72 | 1 328 | −44,30 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 10 504 | −0,07 | 447 | 4,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 202 526 | −2,36 | 8 628 | 2,05 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 984 | −19,28 | 425 | −15,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 24 202 | −13,04 | 1 031 | −9,08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37 260 | −2,70 | 1 519 | −11,74 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 13 837 | −1,08 | 589 | 3,33 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5 777 | −27,79 | 246 | −24,54 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8 980 | −5,97 | 383 | −1,80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 5 477 | −96,88 | 233 | −96,74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 309 319 | −26,22 | 13 177 | −22,90 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 843 519 | −0,52 | 35 934 | 3,97 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 907 | −4,98 | 465 | −0,64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6 432 | −0,79 | 274 | 3,79 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 22 933 | −52,73 | 977 | −50,63 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 388 | −13,45 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 345 | −1,03 | 654 | 3,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 494 130 | −7,29 | 21 050 | −3,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 451 | −5,79 | 4 620 | −1,53 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15 040 | −0,31 | 663 | 20,58 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8 351 | −74,46 | 356 | −73,35 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 41 391 | −36,30 | 1 763 | −33,42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 895 | −70,28 | 123 | −69,02 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 70 893 | −4,34 | 3 020 | 0,00 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 9 601 | −24,43 | 409 | −20,89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 42 470 | −0,28 | 1 809 | 4,27 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 60 508 | −7,98 | 2 578 | −3,84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5 828 | −8,29 | 248 | −4,25 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 275 695 | −9,11 | 11 745 | −13,81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 74 496 | −10,05 | 3 174 | −5,99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 115 930 | −0,40 | 4 939 | 4,09 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 29 656 | −0,77 | 1 263 | 3,69 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 36 474 | −10,22 | 1 554 | −6,16 | ||||
| 2025-08-18 | 13F | 1248 Management, LLC | 112 677 | −24,76 | 4 800 | −28,36 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 8 154 | −14,51 | 347 | −10,57 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 58 436 | −45,11 | 2 489 | −42,64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 451 | −0,49 | 190 | 3,85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 370 | −8,14 | 399 | −3,86 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 18 539 | −26,38 | 790 | −23,10 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 17 114 | −0,81 | 729 | 3,70 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 3 144 | −11,83 | 134 | −8,28 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 129 | −27,05 | 435 | −23,01 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | CALIFORNIA FIRST LEASING Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 180 530 | −2,61 | 7 | −12,50 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 176 079 | −24,35 | 7 177 | −31,36 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 8 043 | −9,96 | 343 | −6,04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5 302 | −47,66 | 226 | −45,39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 265 | −0,98 | 224 | 3,70 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46 614 | −11,28 | 1 986 | −7,29 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 6 292 | −10,54 | 268 | −6,29 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 190 | −37,56 | 252 | −43,37 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 39 430 | −9,71 | 1 680 | −5,67 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5 340 | −0,19 | 227 | 4,13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16 157 | −4,29 | 688 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 402 331 | −47,82 | 17 139 | −45,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 289 | −2,58 | 409 | 9,97 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5 485 | −1,54 | 224 | −10,80 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 150 588 | −0,61 | 6 415 | 3,89 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 18 724 | −7,89 | 798 | −3,74 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 30 561 | −8,29 | 1 302 | −4,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 16 | −88,15 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 42 684 | −17,99 | 1 818 | −7,48 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 633 | −7,01 | 368 | −2,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 35 732 | −27,57 | 1 522 | −24,28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10 990 | −14,81 | 468 | −10,86 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 61 270 | −52,46 | 2 610 | −50,30 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7 384 | −21,13 | 315 | −17,80 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | −96,88 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 695 | −92,11 | 72 | −91,78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 807 | −80,76 | 972 | −82,08 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 56 379 | −1,61 | 2 402 | 2,83 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 20 374 | −8,07 | 905 | 0,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 741 | −91,91 | 74 | −91,56 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 48 415 | −5,43 | 2 062 | −1,15 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 254 892 | −7,41 | 10 858 | −3,24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 50 832 | −4,31 | 2 165 | 0,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 179 846 | −21,98 | 7 661 | −18,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 76 077 | −0,10 | 3 383 | 12,02 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 814 | −11,90 | 77 | −7,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 772 069 | −20,49 | 160 713 | −16,89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 213 016 | −18,76 | 9 074 | −15,09 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 179 848 | −4,97 | 7 662 | −0,67 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12 586 | −1,87 | 536 | 2,68 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27 876 | −0,20 | 1 188 | 4,31 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 74 690 | −1,98 | 3 182 | 2,45 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 44 433 | −15,13 | 1 893 | −11,30 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 54 408 | −4,05 | 2 318 | 0,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12 634 | −1,33 | 538 | 3,26 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 63 092 | −0,76 | 2 688 | 3,71 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 37 506 | −15,39 | 1 598 | −11,57 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 49 486 | −18,37 | 2 108 | −14,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89 451 | −4,32 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21 241 | −3,92 | 905 | 0,33 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 12 667 | −0,98 | 540 | 3,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 399 | −19,88 | 17 | −15,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 47 048 | −19,19 | 2 004 | −15,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 276 296 | −47,65 | 54 370 | −45,29 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 40 583 | −9,10 | 1 729 | −5,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 167 | −4,58 | 48 | −12,96 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 30 015 | −7,50 | 1 279 | −3,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6 516 | −98,70 | 278 | −98,64 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 635 762 | −12,23 | 27 083 | −8,27 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 4 735 | −74,80 | 202 | −73,73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13 731 | −0,65 | 585 | 3,73 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 191 | −11,04 | 264 | −7,07 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 18 448 | −3,09 | 786 | 1,29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52 065 | −37,23 | 2 218 | −34,40 | ||||
| 2025-05-13 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 27 403 | −39,84 | 1 167 | −37,12 | ||||
| 2025-05-14 | 13F | Stelac Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 13 637 | −2,57 | 1 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 126 845 | −14,48 | 5 404 | −10,62 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 31 452 | −3,00 | 1 340 | 1,36 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 197 | −6,67 | 96 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7 986 | −14,62 | 340 | −10,76 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 20 009 | −0,54 | 852 | 4,03 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 57 304 | −97,52 | 2 441 | −97,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 53 292 | −27,09 | 2 270 | −23,80 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 86 449 | −85,66 | 3 733 | −84,86 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14 985 | −80,70 | 638 | −79,84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52 988 | −3,80 | 2 257 | 0,53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 764 | −22,08 | 1 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 74 467 | −1,30 | 3 172 | 3,15 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 56 325 | −4,34 | 2 399 | 0,00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6 002 | −15,37 | 256 | −11,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 858 713 | −5,23 | 121 781 | −0,95 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sunpointe, LLC | 6 684 | −70,10 | 285 | −68,83 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 52 512 | −18,00 | 2 237 | −14,30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 676 | −49,36 | 1 264 | −51,98 | ||||
| 2025-05-15 | 13F | Beck Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5 543 | −4,48 | 236 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 478 | −51,49 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 25 | −99,34 | 1 | −99,35 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 38 017 | −2,96 | 1 620 | 1,44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 315 | −34,69 | 525 | −31,77 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 8 936 | −18,84 | 381 | −15,18 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Gestao de Investimentos Ltda. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 57 021 | −28,33 | 2 429 | −25,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 29 360 | −42,71 | 1 251 | −40,13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 6 693 | −94,12 | 285 | −93,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 596 772 | −46,44 | 25 423 | −44,02 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 38 042 | −11,64 | 1 621 | −7,64 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 41 786 | −0,39 | 1 780 | 4,10 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 75 296 | −27,51 | 3 208 | −24,24 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 107 209 | −4,60 | 4 567 | −0,28 |
