Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | RFG Advisory, LLC | 470 079 | −68,32 | 35 204 | −65,11 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 14 919 | −11,44 | 1 117 | −2,45 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 11 536 | −41,01 | 864 | −35,11 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 23 021 | −0,86 | 1 724 | 9,18 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 30 612 | −1,40 | 2 293 | 8,57 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4 501 | −3,58 | 337 | 6,31 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 18 970 | −1,27 | 1 421 | 8,73 | ||||
2025-07-28 | 13F | Tlwm | 13 488 | −0,62 | 1 010 | 9,43 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 195 523 | −2,10 | 14 643 | 7,80 | ||||
2025-08-14 | 13F | Vista Investment Management | 6 593 | −26,83 | 494 | −19,44 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | RDA Financial Network | 6 116 | −0,16 | 458 | 10,10 | ||||
2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4 897 | −16,32 | 367 | −7,81 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 748 | −1,58 | 56 | 9,80 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 76 068 | −1,06 | 5 697 | 8,95 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 436 | −0,87 | 1 231 | 9,14 | ||||
2025-08-14 | 13F | Treasure Coast Financial Planning | 454 103 | −4,53 | 34 008 | 5,13 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 55 564 | −1,05 | 4 161 | 8,96 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 57 599 | −5,33 | 4 314 | 15,48 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 60 738 | −8,02 | 4 647 | 5,93 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 5 817 | −12,61 | 436 | −3,76 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 2 489 | −2,89 | 186 | 6,90 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 30 618 | −2,26 | 2 293 | 7,61 | ||||
2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 20 188 | −23,64 | 1 512 | −15,96 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 43 920 | −1,67 | 3 289 | 8,30 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 3 234 | −56,46 | 242 | −53,46 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 325 115 | −4,81 | 24 231 | 10,94 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 141 | −31,77 | 460 | −25,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 803 | −1,05 | 360 | 8,79 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Hunter Associates Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 254 896 | −4,37 | 19 089 | 5,31 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 945 | −17,43 | 595 | −9,02 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 4 097 | −25,24 | 307 | −17,74 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 015 | −29,64 | 376 | −24,70 | ||||
2025-08-04 | 13F | Atria Investments Llc | 98 980 | −8,71 | 7 413 | 0,52 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 29 625 | −0,97 | 2 219 | 9,05 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 41 928 | −7,00 | 3 140 | 2,41 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 9 233 | −5,01 | 691 | 4,54 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 94 513 | −4,84 | 7 078 | 4,78 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 54 450 | −0,21 | 4 078 | 9,86 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 4 167 | −29,43 | 312 | −22,19 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 194 | −4,76 | 1 737 | 4,83 | ||||
2025-07-09 | 13F | Beacon Financial Group | 136 146 | −0,12 | 10 196 | 9,99 | ||||
2025-07-18 | 13F | Truist Financial Corp | 102 689 | −1,11 | 7 690 | 8,89 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10 355 | −2,03 | 775 | 7,94 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 21 237 | −3,16 | 1 600 | 14,54 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 7 925 | −1,25 | 594 | 8,81 | ||||
2025-07-17 | 13F | Greenleaf Trust | 50 465 | −12,93 | 3 779 | −4,11 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42 774 | −3,81 | 2 909 | −8,41 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 6 174 | −12,50 | 462 | −3,55 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 9 750 | −79,82 | 730 | −77,78 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4 417 | −1,56 | 331 | 8,20 | ||||
2025-08-04 | 13F | Balentine LLC | 150 742 | −2,53 | 11 289 | 7,33 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 32 470 | −1,67 | 2 432 | 8,29 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 30 296 | −27,81 | 2 269 | −20,53 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 30 | −26,83 | 2 | 0,00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 211 960 | −0,21 | 15 874 | 9,88 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 3 252 | −7,35 | 244 | 2,10 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 4 845 | −1,16 | 363 | 8,71 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 052 | −40,90 | 378 | −34,94 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 9 046 | −11,45 | 677 | −2,45 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 290 | −1,50 | 0 | |||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 33 433 | −0,05 | 2 504 | 10,07 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 431 593 | −3,53 | 32 | 6,67 | ||||
2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SNS Financial Group, LLC | 6 480 | −3,67 | 485 | 6,13 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 43 499 | −76,31 | 3 258 | −73,92 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 65 165 | −0,68 | 4 880 | 9,37 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11 804 | −1,08 | 1 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 56 239 | −2,51 | 4 212 | 7,34 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 14 360 | −3,32 | 1 075 | 6,44 | ||||
2025-08-13 | 13F | Keystone Financial Group | 5 780 | −2,48 | 433 | 7,20 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 59 797 | −0,86 | 4 478 | 9,19 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 237 450 | −20,11 | 17 783 | −12,03 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 2 953 | −21,15 | 221 | −12,99 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 238 | −1,60 | 1 740 | 8,34 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 26 335 | −0,87 | 1 791 | −5,59 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 9 674 | −19,84 | 725 | −11,71 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 30 240 | −3,60 | 2 265 | 1,07 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 3 596 | −1,72 | 269 | 8,47 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 16 205 | −75,21 | 1 214 | −72,72 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 21 484 | −16,34 | 1 609 | −7,85 | ||||
2025-07-18 | 13F | Astor Investment Management LLC | 284 750 | −9,62 | 21 325 | −0,49 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 12 454 | −0,01 | 933 | 10,04 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 3 623 | −2,87 | 271 | 7,11 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 374 427 | −3,56 | 102 837 | 6,19 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 76 156 | −3,82 | 5 703 | 5,92 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 223 257 | −3,37 | 16 720 | 6,40 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 24 974 | −0,46 | 1 870 | 9,61 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 405 | −1,32 | 330 | 8,58 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 54 | −78,74 | 4 | −77,78 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 20 534 | −0,39 | 1 538 | 9,71 | ||||
2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 581 248 | −0,51 | 43 530 | 9,55 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 41 241 | −76,61 | 3 089 | −74,25 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 82 359 | −1,95 | 6 168 | 7,97 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 58 769 | −1,34 | 4 496 | 10,98 | ||||
2025-07-21 | 13F | Matauro, Llc | 26 203 | −12,49 | 1 962 | −3,63 | ||||
2025-08-04 | 13F | Spire Wealth Management | 567 | −19,80 | 42 | −12,50 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 16 137 | −3,70 | 1 208 | 6,06 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 979 | −3,42 | 523 | 6,31 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 17 287 | −2,27 | 1 295 | 7,65 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 139 300 | −14,01 | 10 432 | −5,31 | ||||
2025-07-17 | 13F | KWB Wealth | 53 211 | −13,59 | 3 619 | −17,74 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9 970 | −8,11 | 743 | 1,78 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 22 | −8,33 | 2 | 0,00 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 29 332 | −9,79 | 2 197 | −0,68 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 249 215 | −3,97 | 18 664 | 5,74 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 88 357 | −12,52 | 6 617 | −3,67 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20 521 | −4,94 | 1 537 | 4,63 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 13 956 | −2,58 | 1 045 | 7,29 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 8 341 | −25,05 | 625 | −17,46 | ||||
2025-07-09 | 13F | Triumph Capital Management | 4 812 | −5,24 | 360 | 4,35 | ||||
2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 17 655 | −6,59 | 1 322 | 2,88 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163 400 | −5,02 | 12 237 | 4,60 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 105 733 | −10,33 | 7 918 | −1,25 | ||||
2025-07-21 | 13F | Portfolio Strategies, Inc. | 319 552 | −14,83 | 23 911 | −6,30 | ||||
2025-08-13 | 13F | Rinkey Investments | 378 037 | −1,46 | 28 311 | 8,50 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 879 644 | −4,69 | 215 657 | 4,95 | ||||
2025-07-30 | 13F | BCK Partners, Inc. | 5 039 | −7,20 | 377 | 2,17 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 55 | −35,29 | 4 | −20,00 | ||||
2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 341 551 | −5,38 | 25 579 | 6,80 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 349 454 | −0,51 | 26 171 | 9,55 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 20 067 | −0,26 | 1 503 | 9,80 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5 590 | −0,99 | 419 | 8,85 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 736 | −11,26 | 355 | −2,75 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 1 598 745 | −5,65 | 119 730 | 3,89 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 1 913 | −9,59 | 143 | 0,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 3 503 | −0,37 | 262 | 9,62 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Goodman Financial Corp | 5 336 | −4,12 | 400 | 5,56 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 19 064 | −0,84 | 1 428 | 9,18 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 7 833 | −1,38 | 587 | 8,52 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 321 692 | −10,47 | 98 982 | −1,41 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17 137 | −1,66 | 1 283 | 8,27 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 3 931 | −2,36 | 294 | 7,69 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 894 | −0,22 | 1 565 | 9,83 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 3 821 | −2,77 | 286 | 7,12 | ||||
2025-07-23 | 13F | Broderick Brian C | 24 900 | −0,40 | 1 865 | 9,65 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23 854 | −0,39 | 1 786 | 9,71 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 26 426 | −1,56 | 1 979 | 8,44 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 281 017 | −3,51 | 19 112 | −8,13 | ||||
2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 21 496 | −7,26 | 1 610 | 2,09 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 254 592 | −1,73 | 19 066 | 8,21 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 5 043 | −3,09 | 378 | 6,80 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 14 549 | −12,35 | 1 107 | −1,86 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 120 213 | −12,65 | 9 003 | −3,82 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 15 693 | −7,00 | 1 175 | 2,44 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 6 111 | −0,75 | 458 | 9,33 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 195 186 | −1,94 | 15 | 7,69 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 5 537 | −46,86 | 415 | −41,53 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 72 716 | −5,74 | 5 446 | 3,79 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 57 278 | −9,64 | 4 290 | −0,51 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 363 | −7,90 | 477 | 1,49 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3 969 | −46,45 | 297 | −41,07 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 296 | −1,48 | 3 317 | 8,51 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5 844 | −2,50 | 438 | 7,37 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 163 049 | −10,42 | 12 210 | 1,61 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 547 892 | −2,53 | 115 922 | 7,32 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 30 745 | −59,52 | 2 302 | −55,43 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 790 | −11,19 | 592 | −0,84 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 24 820 | −1,72 | 1 859 | 8,21 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 176 268 | −31,53 | 13 201 | −24,61 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 69 993 | −0,76 | 5 242 | 9,28 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 916 040 | −19,65 | 143 492 | −11,53 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 131 545 | −0,99 | 9 851 | 9,02 | ||||
2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 9 397 | −10,38 | 704 | −1,40 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 49 962 | −52,31 | 3 742 | −47,49 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 4 865 | −7,37 | 364 | 1,96 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 198 | −13,91 | 15 | −12,50 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 52 683 | −8,67 | 3 945 | 0,59 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 19 556 | −0,21 | 1 465 | 9,91 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 1 545 | −12,22 | 116 | −3,36 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 68 000 | −0,93 | 5 093 | 9,08 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 139 | −27,98 | 10 | −23,08 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 16 637 | −11,53 | 1 246 | −2,66 | ||||
2025-07-15 | 13F | Graypoint LLC | 48 475 | −5,03 | 3 630 | 4,58 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 6 759 | −72,46 | 506 | −69,68 | ||||
2025-07-17 | 13F | G&S Capital LLC | 152 376 | −0,55 | 11 411 | 9,51 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 35 205 | −1,77 | 2 636 | 8,17 | ||||
2025-07-25 | 13F | Orca Investment Management, LLC | 29 101 | −20,60 | 2 179 | −12,56 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 259 | −0,34 | 2 041 | 9,73 | ||||
2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30 545 | −37,79 | 2 287 | −31,51 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4 823 | −11,05 | 361 | −1,90 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 16 965 | −24,26 | 1 271 | −16,61 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 22 205 | −21,16 | 1 663 | −13,21 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 9 934 | −9,18 | 744 | 0,00 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 139 740 | −18,59 | 10 465 | −10,35 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 59 892 | −32,87 | 4 485 | −26,08 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 405 132 | −14,37 | 30 340 | −5,71 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8 534 | −14,69 | 639 | −6,03 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 6 407 | −37,24 | 480 | −30,98 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 340 738 | −12,03 | 25 518 | −3,14 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Freedom Day Solutions, LLC | 126 726 | −14,06 | 9 491 | −5,36 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6 166 | −6,09 | 462 | 3,36 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 21 911 | −3,25 | 1 641 | 6,49 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 1 108 787 | −10,72 | 83 037 | −1,68 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 19 734 | −0,11 | 1 478 | 9,98 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 106 657 | −37,05 | 8 | −36,36 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 123 840 | −0,57 | 608 394 | 9,49 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 748 | −0,62 | 430 | 9,41 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 595 | −21,65 | 344 | −13,57 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 433 504 | −1,08 | 32 465 | 8,93 | ||||
2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 30 717 | −9,89 | 2 089 | −7,69 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42 875 | −24,93 | 3 211 | −17,35 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 291 570 | −22,28 | 21 836 | −14,42 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 546 | −51,47 | 490 | −46,56 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9 584 | −1,22 | 718 | 8,80 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 13 290 | −9,27 | 995 | −0,10 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 5 111 | −3,58 | 383 | 6,11 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 11 809 | −0,65 | 884 | 9,41 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 500 | −91,82 | 262 | −90,99 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 11 095 | −2,59 | 831 | 7,24 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 254 583 | −3,79 | 19 066 | 5,94 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 81 234 | −1,16 | 6 084 | 8,84 | ||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 237 781 | −3,88 | 17 807 | 5,84 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 29 557 | −9,70 | 2 237 | 6,68 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 35 886 | −7,41 | 2 701 | 2,50 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 547 | −1,98 | 3 486 | 7,93 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 87 290 | −30,56 | 6 537 | −23,53 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 18 957 | −10,85 | 1 | 0,00 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 5 340 | −7,23 | 400 | 2,05 | ||||
2025-07-07 | 13F | Investors Research Corp | 144 102 | −2,09 | 10 792 | 7,81 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 10 381 | −6,18 | 777 | 3,32 | ||||
2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Facet Wealth, Inc. | 192 720 | −3,55 | 14 745 | 7,79 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 13 538 | −0,21 | 1 014 | 9,87 | ||||
2025-08-14 | 13F | Comerica Bank | 7 519 | −4,90 | 563 | 4,84 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 265 | −11,29 | 319 | −2,15 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 10 376 | −1,66 | 777 | 8,37 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Patten Group, Inc. | 6 649 | −9,39 | 498 | −0,40 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 664 | −8,73 | 724 | 0,42 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 323 | −21,68 | 324 | −13,87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 627 866 | −0,33 | 47 | 11,90 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 257 | −6,98 | 768 | 2,54 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 300 | −82,75 | 22 | −81,36 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | −73,47 | 37 | −70,87 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23 455 | −3,90 | 1 757 | 5,85 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 312 454 | −68,63 | 23 400 | −65,46 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 9 513 | −0,19 | 712 | 9,88 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 7 457 | −7,22 | 558 | 2,20 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 13 940 | −0,24 | 1 044 | 9,79 | ||||
2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 60 298 | −1,03 | 5 | 0,00 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5 982 | −10,88 | 448 | −1,97 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 31 050 | −2,06 | 2 325 | 7,84 | ||||
2025-08-12 | 13F | Sfmg, Llc | 31 434 | −4,12 | 2 354 | 5,61 | ||||
2025-07-29 | 13F | Private Trust Co Na | 14 314 | −9,99 | 1 072 | −0,93 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84 183 | −6,59 | 6 304 | 2,87 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 20 049 | −0,21 | 1 501 | 3,45 | ||||
2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 35 357 | −2,95 | 2 648 | 6,86 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 16 878 | −0,59 | 1 264 | 9,45 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 67 545 | −14,57 | 5 058 | −5,93 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 500 | −4,26 | 337 | 5,64 | |||
2025-08-04 | 13F | WNY Asset Management, LLC | 10 269 | −7,30 | 769 | 2,12 | ||||
2025-08-12 | 13F | Change Path, LLC | 18 738 | −7,44 | 1 403 | 1,96 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 9 | −40,00 | 1 | −100,00 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 4 444 | −4,84 | 333 | 4,73 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Dagco, Inc. | 60 206 | −9,84 | 4 509 | −0,73 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27 441 | −1,89 | 2 055 | 8,04 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 4 894 | −64,86 | 367 | −61,35 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 14 062 | −16,76 | 1 053 | −8,28 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6 161 | −0,84 | 461 | 9,24 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 289 | −16,01 | 396 | −7,48 |