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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 8 215 | −41,78 | 430 | 4,13 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 019 | −0,07 | 158 | 2,60 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 14 018 | −3,28 | 734 | −0,95 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 31 700 | −1,54 | 1 659 | 0,91 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 102 445 | −5,37 | 5 362 | −3,02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 71 739 | −30,08 | 3 755 | −28,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51 332 | −4,75 | 2 687 | −2,40 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13 456 | −2,75 | 687 | 6,51 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10 746 | −12,73 | 562 | −10,51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 81 252 | −1,07 | 4 253 | 1,38 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 788 483 | −4,65 | 41 269 | −2,28 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 5 860 | −0,34 | 307 | 2,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 32 575 | −0,15 | 1 705 | 2,28 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 54 553 | −7,04 | 2 855 | −4,71 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 22 311 | −1,76 | 1 168 | 0,69 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 189 | −86,58 | 10 | −87,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 078 | −7,37 | 1 731 | −5,05 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 79 080 | −44,42 | 4 139 | −43,04 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49 930 | −6,49 | 2 613 | −4,15 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 14 585 | −46,71 | 763 | −45,38 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 787 | −97,60 | 1 | −100,00 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 13 070 | −0,10 | 684 | 2,40 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 74 235 | −1,46 | 3 885 | 0,99 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 67 942 | −60,53 | 3 556 | −59,54 | ||||
| 2025-08-04 | 13F | Balentine LLC | 887 | −98,30 | 46 | −98,27 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | −49,58 | 6 | −50,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 163 483 | −0,08 | 8 349 | 4,74 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 65 283 | −11,15 | 3 417 | −8,96 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 11 645 | −41,40 | 609 | −39,94 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 164 | −33,60 | 9 | −33,33 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 15 421 | −4,20 | 807 | −1,82 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 354 528 | −15,19 | 18 556 | −13,09 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 4 095 | −57,21 | 214 | −56,15 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 43 730 | −2,79 | 2 289 | −0,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 727 553 | −4,03 | 195 083 | −1,66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 320 | −61,92 | 540 | −60,98 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6 941 | −8,20 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 4 104 | −8,90 | 215 | −6,96 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 77 251 | −28,44 | 4 043 | −26,66 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 179 | −1,52 | 166 | 1,22 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 4 885 | −18,06 | 256 | −16,12 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 347 277 | −2,13 | 18 176 | 0,30 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 9 194 | −12,80 | 481 | −10,59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 240 | −0,10 | 641 | 2,40 | ||||
| 2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 951 | −6,94 | 364 | −4,72 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 104 524 | −4,45 | 5 471 | −2,08 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 50 214 | −9,39 | 2 628 | −7,14 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 6 668 | −9,32 | 349 | −6,93 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 512 074 | −2,44 | 131 | 0,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 2 206 774 | −0,05 | 115 503 | 2,43 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11 118 | −36,75 | 582 | −35,23 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 327 023 | −1,56 | 17 116 | 0,88 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 811 784 | −3,87 | 42 489 | −1,48 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 815 592 | −39,72 | 42 688 | −38,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 182 883 | −7,12 | 218 868 | −4,84 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 423 | −49,95 | 528 | −46,67 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4 994 | −3,42 | 261 | −1,14 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 30 077 | −61,61 | 1 574 | −60,65 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 153 987 | −0,13 | 8 060 | 2,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 925 054 | −14,26 | 153 097 | −12,13 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 163 200 | −7,38 | 9 | 0,00 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 321 207 | −55,28 | 16 812 | −54,17 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 49 619 | −2,41 | 2 623 | 1,08 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 75 299 | −1,58 | 3 941 | 0,87 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 5 680 | −20,41 | 297 | −18,41 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 12 990 | −0,90 | 680 | 1,49 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 46 850 | −8,83 | 2 452 | −3,04 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 519 837 | −4,90 | 27 208 | −2,53 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 346 | −0,30 | 71 | 9,38 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 613 259 | −4,38 | 84 438 | −2,01 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 308 | −6,75 | 225 | −4,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 300 | −54,74 | 225 | −53,61 | |||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 42 850 | −2,08 | 2 243 | 0,36 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 170 691 | −10,15 | 8 934 | −7,92 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 166 200 | −8,98 | 8 699 | −6,72 | |||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 63 195 | −3,19 | 3 308 | −0,78 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 14 624 | −7,79 | 765 | −5,44 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 32 714 | −8,44 | 1 712 | −6,14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 59 176 | −3,32 | 3 097 | −0,90 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 5 452 | −3,01 | 285 | −0,70 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 90 683 | −2,62 | 4 746 | −0,19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 259 141 | −10,42 | 13 563 | −8,19 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 847 | −1,12 | 306 | 1,66 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 911 | −14,62 | 48 | −12,96 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 55 874 | −99,68 | 2 924 | 760,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 65 699 | −0,07 | 3 439 | 2,41 | ||||
| 2025-04-30 | 13F | Peterson Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 34 321 | −0,82 | 1 796 | 1,64 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44 772 | −13,98 | 2 343 | −11,85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 60 808 | −3,08 | 3 183 | −0,69 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 19 784 | −2,27 | 1 036 | 0,19 | ||||
| 2025-05-15 | 13F | Wexford Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10 581 | −14,79 | 554 | −12,78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40 348 | −0,03 | 2 112 | 2,43 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 372 477 | −27,77 | 71 835 | −25,97 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 29 143 | −2,82 | 1 525 | −0,39 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 11 266 | −0,56 | 590 | 1,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 392 796 | −2,92 | 125 239 | −0,50 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6 046 | −4,65 | 316 | −2,17 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 7 470 | −15,21 | 396 | −11,80 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7 634 | −1,61 | 400 | 0,76 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 402 864 | −0,50 | 21 086 | 1,97 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 21 306 | −3,05 | 1 115 | −0,62 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 253 953 | −8,74 | 13 292 | −6,47 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 500 425 | −21,30 | 130 872 | −19,35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 43 | −50,00 | 2 | −50,00 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 174 359 | −9,28 | 9 126 | −7,03 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 30 099 | −48,12 | 1 575 | −46,84 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 789 159 | −0,06 | 41 305 | 2,43 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 062 | −7,33 | 56 | −5,17 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 6 192 | −1,01 | 324 | 1,57 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 28 844 | −5,96 | 1 510 | −3,64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 60 | −58,04 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 16 891 | −20,69 | 884 | −18,68 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 107 243 | −12,31 | 5 613 | −10,12 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 10 313 | −6,57 | 540 | −4,26 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 135 009 | −4,94 | 7 066 | −2,58 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 32 000 | −86,26 | 1 675 | −85,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 123 397 | −0,85 | 6 459 | 1,62 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 43 756 | −17,06 | 2 290 | −15,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 188 256 | −4,87 | 9 853 | −2,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 409 | −7,15 | 492 | −4,84 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 69 451 | −2,14 | 3 635 | 0,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 181 | −88,57 | 9 | −88,75 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 97 271 | −0,20 | 5 091 | 6,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30 316 | −1,63 | 1 587 | 0,83 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 65 766 | −23,31 | 3 442 | −21,40 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 4 434 | −2,93 | 232 | −0,43 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 439 033 | −1,31 | 22 979 | 1,14 | ||||
| 2025-08-06 | 13F | Twin Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 43 879 | −27,38 | 2 297 | −25,58 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 7 365 | −44,47 | 385 | −43,13 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21 651 | −34,03 | 1 133 | −32,40 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 330 | −0,71 | 279 | 1,46 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4 120 | −26,13 | 216 | −24,30 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 22 894 | −27,83 | 1 198 | −26,05 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 954 | −11,75 | 1 097 | −9,57 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 54 477 | −7,64 | 2 682 | −13,57 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29 136 | −19,28 | 1 525 | −17,31 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 15 871 | −2,41 | 831 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 281 530 | −41,17 | 14 735 | −39,70 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 995 809 | −18,90 | 52 609 | −13,48 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4 794 | −84,62 | 251 | −84,29 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 337 943 | −2,38 | 17 688 | 0,05 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 345 962 | −2,04 | 18 108 | 0,40 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 126 822 | −1,24 | 6 638 | 1,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63 943 | −1,53 | 3 347 | 0,90 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 514 242 | −2,02 | 26 915 | 0,41 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 885 | −31,23 | 256 | −29,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 885 | −0,83 | 308 | 1,65 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 269 309 | −43,49 | 14 096 | −42,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 8 600 | −11,34 | 450 | −9,09 | |||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 556 641 | −0,01 | 29 135 | 2,48 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 17 367 | −36,26 | 909 | −34,72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 242 | −60,78 | 13 | −61,29 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 13 497 | −7,02 | 706 | −4,72 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 52 072 | −3,49 | 2 725 | −1,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 796 229 | −0,13 | 512 735 | 2,35 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rossmore Private Capital | 7 999 | −0,55 | 419 | 1,95 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 233 | −94,68 | 12 | −94,62 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 853 | −15,79 | 45 | −13,73 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 665 | −14,68 | 349 | −12,56 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 14 727 | −2,62 | 771 | −0,26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36 | −34,55 | 2 | −50,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8 577 | −81,11 | 449 | −80,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 71 921 | −1,13 | 3 764 | 1,35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11 652 | −2,62 | 610 | −0,33 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 73 785 | −0,12 | 3 862 | 2,36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 119 448 | −11,77 | 6 252 | −9,59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 43 000 | −17,17 | 2 251 | −15,13 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 19 215 | −2,56 | 1 006 | −0,20 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 157 945 | −3,38 | 8 267 | −0,98 | ||||
| 2025-08-08 | 13F | Creative Planning | 656 509 | −4,28 | 34 362 | −1,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 080 | −0,71 | 737 | 1,66 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 38 168 | −2,52 | 1 998 | −0,10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39 003 | −18,52 | 2 041 | −16,49 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 27 903 | −1,24 | 1 460 | 1,25 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 38 594 | −8,48 | 2 020 | −6,18 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 14 074 | −6,89 | 737 | −4,54 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 32 653 | −5,34 | 1 709 | −2,95 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 833 | −4,90 | 253 | −2,70 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 61 393 | −0,75 | 3 213 | 1,74 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 231 071 | −3,19 | 64 434 | −0,78 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 7 854 | −11,28 | 411 | −9,07 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 8 065 | −1,73 | 422 | 0,72 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 360 | −26,83 | 19 | −28,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 452 961 | −12,23 | 23 708 | −10,05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 40 315 | −40,16 | 2 110 | −38,66 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 276 | −1,05 | 590 | 1,55 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 113 946 | −32,13 | 5 964 | −30,45 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 352 | −30,17 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3 911 | −17,38 | 205 | −15,35 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 308 853 | −7,80 | 16 165 | −5,51 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 469 660 | −53,74 | 24 582 | −52,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 302 804 | −2,58 | 15 849 | −0,16 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 4 189 223 | −4,66 | 219 264 | −2,29 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 137 050 | −2,23 | 7 173 | 0,21 | ||||
| 2025-05-15 | 13F | Hunting Hill Global Capital, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-09 | 13F | Kaizen Financial Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 6 403 | −1,87 | 335 | 0,60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 14 624 | −7,00 | 765 | −4,73 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7 719 | −1,78 | 394 | −1,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 162 094 | −45,42 | 8 278 | −45,50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 930 | −3,10 | 415 | −0,48 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 19 105 | −4,50 | 1 000 | −2,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72 422 | −26,93 | 3 791 | −25,17 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 221 412 | −2,81 | 11 589 | −0,39 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 7 727 | −11,27 | 404 | −9,01 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 194 981 | −0,36 | 10 206 | 2,13 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93 910 | −42,06 | 4 915 | −40,63 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 54 098 | −0,02 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Stack Financial Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 422 552 | −21,17 | 22 116 | −19,21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2 330 | −4,70 | 119 | −5,60 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 5 665 | −27,85 | 297 | −26,18 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 156 373 | −11,06 | 8 188 | −8,81 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 145 512 | −22,31 | 59 956 | −20,38 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 4 533 | −5,80 | 237 | −3,27 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 36 894 | −5,84 | 1 931 | −3,50 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 628 | −15,08 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 063 | −9,07 | 56 | −6,78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 262 582 | −0,35 | 13 744 | 2,13 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 45 422 | −22,34 | 2 377 | −20,42 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 503 703 | −7,11 | 26 364 | −4,80 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 61 | −75,98 | 3 | −75,00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4 679 | −55,67 | 245 | −54,65 | ||||
| 2025-07-31 | 13F | CNB Bank | 115 | −25,32 | 6 | −14,29 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 8 528 | −0,80 | 446 | 1,59 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 716 | −20,92 | 718 | −18,98 | ||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 105 210 | −10,92 | 5 507 | −8,71 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 28 386 | −10,00 | 1 486 | −7,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 271 005 | −7,90 | 432 852 | −5,65 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 8 658 | −0,67 | 453 | 1,80 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 051 | −70,10 | 474 | −69,39 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 9 274 | −23,31 | 485 | −21,39 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 6 821 | −39,47 | 357 | −37,91 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 332 418 | −7,13 | 17 399 | −4,82 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 689 238 | −82,50 | 36 075 | −82,06 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 18 590 | −46,27 | 973 | −45,00 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 50 767 | −20,02 | 2 657 | −18,02 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 528 420 | −0,10 | 27 658 | 2,39 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 40 910 | −37,31 | 2 141 | −35,84 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 181 031 | −8,62 | 9 475 | −6,35 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 202 031 | −3,43 | 10 574 | −1,03 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 22 114 | −17,56 | 1 157 | −15,49 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 510 733 | −6,59 | 26 732 | −4,27 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13 441 | −2,12 | 703 | 0,14 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 116 008 | −2,89 | 6 072 | −0,49 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 314 993 | −2,57 | 16 487 | −0,15 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 37 619 | −31,34 | 1 969 | −29,66 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 284 416 | −3,25 | 67 226 | −0,84 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 469 549 | −3,31 | 75 050 | −3,44 | ||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20 309 | −58,58 | 1 063 | −57,57 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 324 686 | −7,82 | 16 994 | −5,53 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 10 622 | −18,51 | 556 | −16,54 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 148 347 | −7,38 | 7 764 | −5,07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 44 295 | −10,50 | 2 318 | −8,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21 263 | −8,05 | 1 113 | −5,76 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 15 872 | −4,52 | 831 | −2,24 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 251 319 | −0,93 | 13 154 | 1,54 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 25 988 | −6,56 | 1 360 | −4,23 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 294 | −22,74 | 225 | −20,85 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 836 916 | −35,96 | 43 804 | −34,37 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 31 887 | −4,64 | 1 669 | −2,28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 68 227 | −1,41 | 3 571 | 1,05 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 62 530 | −1,85 | 3 273 | 0,58 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 23 114 | −2,91 | 1 210 | −0,49 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 33 980 | −10,90 | 1 779 | −8,68 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 7 320 | −7,09 | 383 | −4,73 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 109 965 | −13,22 | 5 756 | −11,06 | ||||
| 2025-04-29 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 135 407 | −2,26 | 7 087 | 0,17 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 254 576 | −9,32 | 13 424 | −6,37 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 375 369 | −5,01 | 19 647 | −2,65 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 25 938 | −27,47 | 1 358 | −25,68 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 70 901 | −6,49 | 3 711 | −4,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 93 351 | −10,56 | 4 886 | −8,33 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 19 343 | −11,96 | 1 012 | −9,80 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 302 295 | −1,38 | 15 822 | 1,07 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32 084 | −21,17 | 1 679 | −19,20 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 204 765 | −11,89 | 10 717 | −9,69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 29 090 | −8,39 | 2 | 0,00 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 238 743 | −13,05 | 12 496 | −10,89 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 757 058 | −5,98 | 248 984 | −3,64 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 223 607 | −27,65 | 11 704 | −25,85 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 7 275 | −1,69 | 381 | 0,80 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 7 006 | −5,09 | 367 | −2,66 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 207 | −8,81 | 11 | −9,09 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8 590 | −0,58 | 450 | 1,81 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 258 306 | −13,08 | 13 520 | −10,92 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 32 442 | −0,63 | 1 698 | 1,80 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 52 928 | −8,02 | 2 770 | −5,72 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 165 137 | −5,93 | 8 643 | −3,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 718 | −20,31 | 718 | −18,41 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 627 | −0,16 | 32 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 794 001 | −26,13 | 42 | −24,07 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 536 296 | −1,76 | 28 070 | 0,69 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 087 | −1,69 | 1 937 | 6,67 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 Value ESG ETF | 5 | −97,44 | 0 | −100,00 | ||||
| 2025-04-09 | 13F | 180 Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 105 | −46,15 | 5 | −44,44 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 28 309 | −3,77 | 1 482 | −1,40 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 12 786 | −12,29 | 669 | −10,08 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 59 213 | −81,55 | 3 099 | −81,09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38 546 | −18,02 | 2 017 | −15,99 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 187 169 | −2,65 | 9 796 | −0,22 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 21 146 | −18,60 | 1 107 | −16,59 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 8 493 | −16,01 | 445 | −13,95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 170 | −97,73 | 637 | −97,68 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 56 424 | −10,28 | 2 953 | −8,03 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 26 620 | −1,23 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 54 272 | −3,39 | 2 841 | −1,01 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 422 | −52,48 | 336 | −51,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 609 996 | −1,62 | 345 967 | 0,83 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10 050 | −14,61 | 526 | −12,48 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 278 | −0,73 | 276 | 1,85 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14 072 | −0,32 | 753 | 4,58 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15 645 | −7,38 | 819 | −5,10 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22 165 | −5,63 | 1 160 | −3,25 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 15 367 | −12,92 | 804 | −10,77 | ||||
| 2025-04-30 | 13F | Heritage Wealth Management, Inc. /CA/ | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 306 | −92,48 | 16 | −92,27 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 276 409 | −92,41 | 14 467 | −92,22 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 42 240 | −2,45 | 2 211 | −0,05 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 67 119 | −76,31 | 3 513 | −75,72 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 774 | −3,65 | 145 | −1,36 | ||||
| 2025-05-13 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 17 804 | −19,48 | 932 | −17,54 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 27 507 | −3,66 | 1 440 | −1,30 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 6 773 | −0,25 | 354 | 2,31 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 4 000 | −23,49 | 209 | −21,43 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 236 701 | −27,01 | 12 389 | −25,19 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 15 127 | −0,20 | 792 | 2,20 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 29 827 | −32,63 | 1 561 | −30,93 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 25 863 | −11,82 | 1 354 | −9,62 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5 173 | −5,53 | 271 | −3,23 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 40 136 | −55,25 | 2 101 | −54,15 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5 733 | −0,02 | 300 | 2,74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 281 | −62,48 | 15 | −63,16 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 6 525 | −31,06 | 333 | −18,38 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 526 419 | −16,46 | 28 | −15,62 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 15 873 | −0,94 | 831 | 1,47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 89 397 | −13,66 | 4 679 | −11,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 061 274 | −4,05 | 55 547 | −1,66 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 54 655 | −3,93 | 2 861 | −1,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 303 | −0,30 | 225 | 2,27 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 211 921 | −0,28 | 11 092 | 2,19 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 13 445 | −7,63 | 704 | −5,38 | ||||
| 2025-05-05 | 13F | Yeomans Consulting Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 782 982 | −7,03 | 93 321 | −4,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 605 651 | −23,70 | 31 700 | −21,42 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3 043 456 | −24,14 | 154 242 | −27,24 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27 440 | −0,83 | 1 436 | 1,63 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 29 266 | −1,59 | 1 532 | 0,86 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 975 | −73,87 | 260 | −73,28 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 108 559 | −42,21 | 5 682 | −40,77 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 123 927 | −4,03 | 6 486 | −1,64 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 262 | −0,57 | 1 | |||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 47 549 | −0,24 | 2 489 | 2,22 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 6 273 | −4,48 | 328 | −2,09 | ||||
| 2025-05-15 | 13F | RMB Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 358 | −1,21 | 333 | 1,22 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6 946 | −8,98 | 364 | −6,68 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3 903 | −10,58 | 204 | −8,11 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 42 431 | −12,69 | 2 221 | −10,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 116 307 | −14,65 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 231 117 | −0,78 | 12 097 | 1,69 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1 573 204 | −12,41 | 82 341 | −10,23 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 94 485 | −19,88 | 4 998 | −14,62 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 414 | −0,09 | 545 | 2,44 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 63 679 | −2,62 | 3 333 | −0,21 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 38 302 | −5,08 | 2 005 | −2,72 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 9 015 | −3,92 | 0 | |||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 928 | −20,34 | 258 | −18,67 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 |
