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 | Betterment LLC | 129 942 | −6,16 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 246 274 | −6,46 | 6 546 | −8,79 | ||||
| 2025-04-15 | 13F | Collier Financial | 24 635 | −78,89 | 672 | −78,04 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12 360 | −49,70 | 329 | −50,97 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 210 | −91,46 | 6 | −92,54 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 078 211 | −58,59 | 28 659 | −59,62 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 63 718 | −12,44 | 1 694 | −14,62 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 163 360 | −10,62 | 4 342 | −12,85 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 160 | −67,77 | 509 | −68,58 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 | −96,03 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 849 048 | −38,00 | 22 568 | −39,55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 25 696 | −21,39 | 683 | −23,46 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 7 875 | −1,88 | 209 | −4,13 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 303 891 | −24,33 | 8 077 | −26,22 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 475 915 | −60,27 | 12 650 | −61,26 | ||||
| 2025-05-12 | 13F | Donoghue Forlines LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 74 065 | −0,70 | 1 969 | −3,20 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 486 | −12,86 | 66 | −14,29 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 30 543 | −2,75 | 812 | −5,26 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21 868 | −1,59 | 581 | −3,97 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 78 003 | −9,41 | 2 073 | −11,67 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 32 923 | −97,38 | 1 | −100,00 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 501 814 | −12,07 | 252 558 | −14,26 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 25 000 | −37,50 | 664 | −39,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 81 340 | −68,75 | 2 160 | −69,55 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 7 974 | −6,09 | 212 | −8,66 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3 036 | −54,08 | 81 | −55,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 | −52,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Wincap Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 106 | −0,51 | 109 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 035 | −58,61 | 586 | −59,68 | ||||
| 2025-05-13 | 13F | E Fund Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 111 730 | −2,58 | 29 550 | −5,01 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 110 522 | −0,37 | 2 938 | −2,88 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 8 218 | −50,23 | 218 | −51,56 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 40 934 | −0,50 | 1 088 | −2,94 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 130 659 | −2,39 | 3 473 | 115 633,33 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 143 264 | −46,91 | 110 128 | −48,24 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 93 522 | −37,27 | 2 486 | −38,85 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 25 034 | −0,54 | 665 | −3,06 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 42 473 | −1,81 | 1 129 | −4,33 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 17 324 | −0,60 | 460 | −3,16 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10 677 | −2,28 | 284 | −4,71 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 93 113 | −61,97 | 2 475 | −62,93 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 702 | −71,70 | 72 | −72,69 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 343 | −11,82 | 301 | −14,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 405 527 | −9,66 | 10 779 | −11,92 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 74 354 | −76,88 | 1 976 | −77,46 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 11 622 | −98,15 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160 185 | −27,46 | 4 258 | −29,27 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 24 050 | −5,33 | 639 | −7,66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 787 | −4,40 | 1 111 | −6,80 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 650 949 | −3,59 | 17 302 | −5,99 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 45 | −91,46 | 1 | −92,86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 462 513 | −0,85 | 12 287 | −3,38 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 751 | −39,04 | 286 | −40,62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 379 393 | −86,52 | 10 084 | −86,86 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 494 267 | −2,87 | 13 138 | −5,29 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 580 | −97,15 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 16 985 | −7,73 | 451 | −9,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 386 | −64,86 | 648 | −65,73 | ||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 443 | −64,82 | 437 | −65,70 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 97 592 | −19,09 | 2 594 | −21,14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 512 | −13,93 | 306 | −16,21 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 316 | −18,39 | 274 | −20,35 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 078 | −10,64 | 215 | −13,01 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12 402 | −2,63 | 323 | −3,88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 288 | −79,98 | 114 | −80,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 804 916 | −47,29 | 234 029 | −48,60 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 73 232 | −20,37 | 1 947 | −22,35 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 130 000 | −94,73 | 3 455 | −94,86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 71 032 | −8,63 | 1 888 | −10,90 | ||||
| 2025-05-13 | 13F | Leuthold Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 728 459 | −8,69 | 19 362 | −10,97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 625 990 | −8,66 | 16 639 | −10,94 | ||||
| 2025-04-29 | 13F | Byrne Financial Freedom, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 27 762 | −8,45 | 738 | −10,77 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 419 624 | −5,12 | 11 154 | −7,49 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 746 181 | −43,04 | 19 834 | −44,46 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 390 837 | −8,33 | 10 388 | −10,61 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 467 912 | −3,96 | 12 910 | −1,35 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 24 348 | −34,29 | 647 | −35,94 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 220 389 | −0,32 | 5 858 | −2,80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 106 | −38,01 | 3 | −50,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9 931 | −14,17 | 264 | −16,51 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 498 274 | −3,38 | 13 244 | −5,78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 118 315 | −14,77 | 3 145 | −16,91 | ||||
| 2025-05-15 | 13F | Clifford Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 25 050 | −84,99 | 666 | −85,38 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 5 284 036 | −2,78 | 140 450 | −5,21 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 188 | −4,07 | 138 | −6,80 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 431 | −18,69 | 277 | −20,63 | ||||
| 2025-04-24 | 13F | Hibernia Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87 670 | −4,78 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 17 449 | −8,08 | 464 | −10,44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 18 605 | −6,88 | 495 | −9,19 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 207 | −1,03 | 218 | −3,11 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 011 581 | −1,67 | 26 888 | −4,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 418 617 | −61,60 | 37 707 | −62,56 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 938 | −47,89 | 53 | −46,39 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 148 337 | −1,15 | 3 943 | −3,62 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 326 740 | −15,79 | 61 845 | −17,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127 073 | −28,45 | 3 378 | −30,24 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 33 330 | −6,99 | 886 | −9,32 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 186 306 | −6,93 | 4 952 | −9,25 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 33 865 | −12,07 | 900 | −14,20 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 273 716 | −16,77 | 7 363 | −14,98 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 22 690 | −34,12 | 603 | −35,71 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 406 417 | −8,35 | 10 803 | −10,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 374 999 | −59,80 | 9 967 | −59,20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 401 | −21,83 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 133 109 | −0,90 | 3 538 | −3,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 635 | −82,79 | 123 | −83,24 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 65 262 | −60,60 | 1 735 | −61,59 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 917 946 | −1,06 | 24 399 | −3,52 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 121 799 | −19,61 | 3 | −25,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 96 056 | −26,87 | 2 553 | −28,69 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9 296 | −75,17 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 136 904 | −0,72 | 3 639 | −3,19 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 693 | −66,14 | 45 | −66,91 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 019 | −88,14 | 213 | −88,44 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 59 164 | −0,24 | 1 573 | −2,72 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 48 411 | −1,69 | 1 287 | −4,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 141 428 | −11,35 | 3 759 | −13,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 570 851 | −39,45 | 41 753 | −40,96 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 503 541 | −5,27 | 13 384 | −7,63 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 296 617 | −2,56 | 8 | −12,50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 80 201 | −55,41 | 2 132 | −56,53 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11 482 | −14,04 | 302 | −16,62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 418 335 | −8,34 | 64 279 | −10,63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 119 490 | −39,69 | 3 176 | −41,19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26 437 | −41,48 | 703 | −42,97 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 600 721 | −0,44 | 15 967 | −2,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9 381 946 | −12,05 | 249 372 | −14,24 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 355 231 | −4,56 | 9 442 | −6,94 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 825 | −0,46 | 766 | −2,92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 | −44,12 | 1 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 8 476 | −4,72 | 225 | −7,02 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 443 173 | −22,78 | 11 780 | −24,71 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16 329 | −22,64 | 434 | −21,80 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 115 450 | −1,24 | 3 069 | −3,70 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 5 815 | −15,59 | 155 | −17,65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 94 966 | −96,14 | 2 524 | −96,23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 13 978 | −42,04 | 372 | −43,53 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 64 256 | −76,71 | 1 708 | −77,30 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61 268 | −31,61 | 1 628 | −33,33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 198 016 | −12,76 | 5 263 | −14,93 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 12 805 | −0,69 | 340 | −3,13 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 12 629 575 | −15,13 | 336 | −17,28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 848 565 | −14,59 | 22 249 | −17,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 457 622 | −0,36 | 65 | −2,99 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 56 566 | −0,10 | 1 542 | 3,98 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 577 | −19,13 | 653 | −21,14 | ||||
| 2025-04-23 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 40 400 | −28,32 | 1 074 | −30,14 | ||||
| 2025-04-07 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 91 021 | −6,73 | 2 419 | −9,06 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 494 928 | −41,84 | 13 | −43,48 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 707 | −14,14 | 258 | −16,01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32 044 | −50,37 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 492 | −52,65 | 13 | −53,57 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 214 338 | −28,07 | 5 616 | −27,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75 382 | −53,95 | 2 | −50,00 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26 709 | −64,94 | 710 | −64,46 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 461 914 | −40,42 | 38 858 | −41,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 081 | −64,44 | 241 | −65,37 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1 582 452 | −11,53 | 41 634 | −13,92 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 731 146 | −21,60 | 19 434 | −23,56 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 16 709 | −58,55 | 456 | −56,87 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 164 489 | −28,84 | 4 372 | −30,60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 107 | −68,64 | 29 | −69,79 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 193 | −51,57 | 351 | −52,83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 73 727 | −10,23 | 1 960 | −12,47 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11 610 | −0,95 | 309 | −3,45 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 49 711 | −3,68 | 1 321 | −6,12 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 362 | −10,94 | 807 | −13,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 625 770 | −1,12 | 43 213 | −3,58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 765 | −59,49 | 100 | −60,47 |
