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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | REDW Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 5 797 | −21,06 | 170 | −20,66 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 319 537 | −9,95 | 9 359 | −9,79 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 31 287 | −52,60 | 912 | −52,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 223 177 | −23,31 | 35 826 | −23,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | SSBRX - State Street Target Retirement 2025 Fund Class I 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 | 3 661 872 | −2,73 | 107 256 | −2,56 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 515 626 | −0,51 | 15 077 | 0,27 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10 535 | −21,36 | 309 | −20,62 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 9 962 | −45,38 | 292 | −45,40 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 96 | −4,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 111 357 | −2,37 | 3 262 | −2,22 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 17 370 | −6,86 | 509 | −6,79 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 33 001 | −7,45 | 967 | −7,29 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 96 106 | −4,73 | 2 813 | −7,35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 352 815 | −7,50 | 10 334 | −7,34 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 8 128 | −4,53 | 238 | −4,03 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 175 722 | −3,45 | 5 147 | −3,29 | ||||
| 2025-05-14 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 26 474 | −0,65 | 775 | −0,51 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 976 235 | −52,84 | 28 592 | −52,74 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 26 860 | −0,50 | 787 | −0,38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19 383 | −14,95 | 568 | −14,86 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 300 912 | −8,14 | 8 814 | −7,99 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 775 | −99,15 | 23 | −99,17 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 27 958 | −35,78 | 819 | −35,69 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 26 431 | −1,10 | 774 | −0,90 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 835 676 | −0,17 | 24 477 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 767 999 | −2,53 | 81 075 | −2,36 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 87 005 | −16,16 | 2 548 | −16,02 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 20 818 | −0,12 | 610 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15 567 | −29,61 | 456 | −29,57 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 73 898 | −30,83 | 2 164 | −30,71 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 15 394 | −3,35 | 451 | −3,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 43 657 | −37,20 | 1 279 | −37,11 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 28 716 | −35,64 | 841 | −35,51 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 404 319 | −45,06 | 11 842 | −44,97 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 222 738 | −5,29 | 6 524 | −5,12 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15 681 | −41,77 | 459 | −41,68 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 17 676 | −17,71 | 518 | −17,68 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 475 | −96,28 | 14 | −96,51 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 153 331 | −5,07 | 4 491 | −4,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 860 091 | −27,29 | 25 | −26,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 026 | −5,48 | 206 | −5,53 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 76 010 | −72,77 | 2 226 | −72,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16 610 571 | −18,88 | 486 524 | −18,74 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 282 528 | −3,17 | 8 275 | −3,00 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 917 431 | −28,85 | 26 734 | −28,90 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 15 172 | −4,33 | 444 | −4,10 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 15 506 | −69,02 | 452 | −69,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 513 226 | −6,56 | 15 028 | −6,43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 144 | −42,83 | 502 | −42,30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 96 802 | −2,00 | 2 835 | −1,84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 384 220 | −15,82 | 40 544 | −15,68 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 799 | −44,12 | 346 | −44,08 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 15 133 | −0,32 | 443 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91 980 | −61,09 | 2 694 | −61,02 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10 268 | −1,78 | 301 | −1,64 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 862 | −76,27 | 84 | −76,42 | ||||
| 2025-04-28 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 13 | −70,45 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 153 295 | −14,14 | 4 490 | −13,98 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 16 143 | −40,50 | 473 | −40,48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 316 328 | −36,20 | 9 265 | −36,09 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 284 | −12,63 | 506 | −12,46 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 935 127 | −3,73 | 27 | −3,57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7 359 | −20,13 | 216 | −20,07 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14 914 | −9,25 | 437 | −9,17 | ||||
| 2025-04-25 | 13F | Canandaigua National Trust Co of Florida | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 105 | −98,26 | 3 | −98,30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 54 729 | −8,20 | 1 603 | −8,03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 149 | −9,11 | 122 | −9,02 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 137 865 | −0,50 | 4 038 | −0,32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 771 | −84,11 | 1 077 | −84,08 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 292 564 | −55,98 | 125 947 | −55,82 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 276 000 | −8,00 | 8 084 | −7,78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23 741 | −1,48 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 638 300 | −31,61 | 47 986 | −31,49 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 39 250 | −22,81 | 1 150 | −22,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 115 546 | −12,85 | 3 384 | −12,69 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 8 496 | −1,85 | 249 | −1,98 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 125 152 | −77,07 | 3 666 | −77,03 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 29 947 | −40,43 | 877 | −40,34 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 735 | −21,81 | 51 | −21,87 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 148 203 | −0,67 | 4 341 | −0,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 027 | −14,64 | 177 | −13,73 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 155 668 | −22,54 | 4 560 | −22,41 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 137 509 | −12,00 | 4 028 | −11,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 892 476 | −10,17 | 26 141 | −10,01 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 46 554 | −6,00 | 1 364 | −5,87 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 664 | −9,29 | 19 | −9,52 | ||||
| 2025-05-14 | 13F | First Trust Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26 627 | −7,57 | 780 | −7,48 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 137 065 | −16,77 | 3 998 | −16,97 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 234 | −3,31 | 241 | −2,82 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 016 | −0,09 | 235 | 0,00 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 588 | −12,27 | 47 | −11,54 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 10 403 | −1,51 | 305 | −1,30 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16 881 | −18,96 | 494 | −18,88 | ||||
| 2025-08-28 | NP | SSFNX - State Street Target Retirement Fund Class I 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 | 7 933 932 | −0,77 | 232 385 | −0,60 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 13 659 | −12,31 | 400 | −12,09 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 42 468 | −15,94 | 1 244 | −15,84 | ||||
| 2025-05-28 | NP | SSBNX - State Street Target Retirement 2020 Fund Class I 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 | 4 312 873 | −12,19 | 126 108 | −11,49 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 516 335 | −13,80 | 161 573 | −13,66 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 516 | −0,72 | 630 | −0,47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 13 135 | −1,42 | 385 | −1,29 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 36 967 | −3,41 | 1 083 | −3,31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Centric Wealth Management | 168 504 | −67,97 | 4 922 | −68,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 761 407 | −3,70 | 80 882 | −3,54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 936 | −12,56 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 086 | −49,53 | 295 | −49,49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 30 365 | −23,59 | 889 | −23,43 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 186 758 | −7,82 | 5 470 | −7,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105 373 | −2,20 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 57 610 | −4,28 | 1 685 | −3,55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 668 | −2,45 | 459 | −2,35 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 139 144 | −2,04 | 4 076 | −1,88 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 225 | −17,79 | 153 | −17,30 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 86 172 | −2,99 | 2 524 | −2,85 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 696 | −63,84 | 20 | −63,64 | ||||
| 2025-08-28 | NP | SSBWX - State Street Target Retirement 2030 Fund Class I 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 | 208 712 | −0,19 | 6 113 | −0,02 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31 095 | −2,92 | 911 | −2,78 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 20 716 | −24,50 | 607 | −24,44 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 79 999 | −19,51 | 2 343 | −19,37 | ||||
| 2025-05-13 | 13F | Skopos Labs, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7 282 805 | −42,05 | 213 314 | −41,95 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 76 887 | −20,32 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 536 | −4,95 | 45 | −6,38 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 127 | −21,60 | 4 | −25,00 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 77 185 | −9,18 | 2 261 | −9,02 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 392 507 | −0,41 | 11 497 | −0,23 | ||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 48 592 | −59,54 | 1 423 | −59,47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 130 543 | −1,77 | 3 824 | −1,60 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18 812 | −1,85 | 551 | −1,61 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 902 067 | −4,25 | 26 422 | −4,08 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 11 627 | −16,80 | 339 | −16,91 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 274 670 | −2,50 | 8 045 | −2,33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 278 427 | −7,63 | 8 155 | −7,47 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 113 252 | −2,61 | 3 305 | −2,82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 122 856 | −20,55 | 3 598 | −20,42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 90 367 | −62,39 | 2 647 | −62,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 907 | −51,02 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 715 867 | −59,07 | 20 968 | −59,00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 35 308 | −3,38 | 1 034 | −3,18 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 096 694 | −3,09 | 32 122 | −2,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 290 218 | −2,24 | 8 500 | −2,07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 946 | −17,21 | 350 | −17,10 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 57 645 | −66,42 | 1 688 | −66,37 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 30 093 | −38,31 | 881 | −38,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 115 | −88,08 | 3 | −89,29 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 47 863 | −4,14 | 1 402 | −3,98 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 000 784 | −1,38 | 58 603 | −1,21 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 26 517 | −1,51 | 777 | −1,27 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 120 575 | −7,86 | 3 532 | −7,71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 590 031 | −0,11 | 17 282 | 0,07 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12 963 | −8,70 | 380 | −8,67 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11 043 | −52,38 | 322 | −52,65 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 29 244 | −23,26 | 857 | −23,16 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 292 090 | −1,48 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 41 656 | −0,52 | 1 220 | −0,33 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 426 169 | −34,48 | 12 482 | −34,37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 256 525 | −0,82 | 7 514 | −0,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19 164 | −0,71 | 561 | −0,53 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 144 452 | −0,28 | 4 231 | −0,12 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 42 668 | −40,24 | 1 250 | −40,15 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49 939 | −11,15 | 1 463 | −11,02 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 40 531 | −43,32 | 1 187 | −43,21 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 144 032 | −48,71 | 4 219 | −48,62 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 81 194 | −0,14 | 2 378 | 0,04 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 571 571 | −10,04 | 16 741 | −9,88 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 304 | −88,19 | 243 | −88,08 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 76 641 | −39,18 | 2 241 | −38,71 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 25 931 | −21,83 | 760 | −21,67 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 156 | −49,84 | 5 | −55,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 897 060 | −3,02 | 26 275 | −2,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24 119 | −42,11 | 706 | −42,04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197 451 | −7,14 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 166 823 | −0,11 | 4 886 | 0,33 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Capital Investment Counsel, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 845 495 | −9,45 | 24 765 | −9,30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 347 | −75,49 | 10 | −75,61 | ||||
| 2025-08-08 | 13F | Creative Planning | 32 374 | −21,43 | 948 | −21,26 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 330 118 | −0,46 | 9 669 | −0,29 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7 686 | −15,15 | 225 | −14,77 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11 197 | −1,65 | 328 | −1,51 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33 342 | −85,35 | 977 | −85,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 922 | −11,10 | 86 | −11,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 692 836 | −8,81 | 20 293 | −8,65 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 803 640 | −0,55 | 23 539 | −0,38 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 221 237 | −4,06 | 6 480 | −3,90 |
