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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 7 809 | −7,32 | 804 | −7,81 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 872 | −4,26 | 604 | −4,73 | ||||
| 2025-08-26 | NP | LPRAX - BlackRock LifePath Dynamic Retirement Fund Investor A Shares | 426 022 | −4,14 | 43 842 | −4,66 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 14 274 | −5,97 | 1 469 | −6,50 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 535 966 | −7,49 | 55 153 | −8,00 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 54 795 | −22,58 | 5 639 | −23,01 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 447 837 | −19,56 | 46 087 | −19,99 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 2 023 | −0,49 | 208 | −0,95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9 653 | −22,88 | 993 | −21,13 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18 520 | −5,42 | 1 906 | −5,97 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2035 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 387 064 | −38,76 | 39 833 | −39,09 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 615 | −16,44 | 63 | −17,11 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 3 598 | −0,19 | 370 | −0,54 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 27 586 | −0,41 | 2 839 | −0,98 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 4 539 | −0,02 | 467 | −0,43 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 15 288 | −0,16 | 1 573 | −0,69 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 8 418 | −1,00 | 866 | −1,48 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7 252 | −25,07 | 746 | −25,47 | ||||
| 2025-05-02 | 13F | DDD Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 233 | −4,12 | 24 | −8,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 621 | −4,38 | 886 | −4,94 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 72 275 | −8,90 | 7 438 | −9,39 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 6 471 | −2,95 | 666 | −2,49 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 24 234 | −0,20 | 2 494 | −0,76 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 127 107 | −3,87 | 13 081 | −4,39 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 216 393 | −6,34 | 22 269 | −6,84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 498 | −3,05 | 1 904 | −3,60 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Buck Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 6 551 | −2,46 | 674 | −2,88 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 429 | −0,94 | 249 | −0,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33 666 | −38,11 | 3 460 | −38,52 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5 298 | −34,89 | 545 | −35,20 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 182 440 | −0,82 | 18 775 | −1,36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173 838 | −8,82 | 17 890 | −9,32 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 5 353 | −97,12 | 551 | −97,14 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 391 145 | −1,87 | 40 253 | −2,40 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 983 | −1,07 | 616 | −1,60 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 59 647 | −3,23 | 6 138 | −3,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 216 163 | −5,90 | 22 245 | −6,40 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 027 | −34,55 | 312 | −34,94 | ||||
| 2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 7 055 | −8,10 | 726 | −8,56 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 19 290 | −0,34 | 1 985 | −0,85 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 5 051 | −1,14 | 520 | −1,70 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 423 | −15,64 | 661 | −16,14 | ||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 32 097 | −5,14 | 3 303 | −5,66 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 4 210 | −4,21 | 433 | −4,63 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 6 984 | −18,76 | 719 | −19,24 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 978 | −0,43 | 409 | −0,97 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 88 | −86,50 | 9 | −86,57 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14 145 | −0,79 | 1 456 | −1,36 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 500 | −3,85 | 51 | −1,92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 305 | −2,30 | 3 016 | −2,74 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 44 500 | −16,82 | 4 579 | −17,20 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 76 992 | −1,59 | 7 923 | −2,11 | ||||
| 2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41 | −95,86 | 4 | −96,08 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 24 345 | −1,20 | 2 505 | −1,73 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 2 591 | −0,54 | 267 | −1,12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 259 | −17,61 | 232 | −18,02 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 128 426 | −14,01 | 13 216 | −14,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 200 | −96,04 | 21 | −96,17 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 3 144 | −2,18 | 324 | −2,71 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 785 | −5,99 | 390 | −6,49 | ||||
| 2025-03-27 | NP | TCHTX - Transamerica ClearTrack 2020 R1 | 455 | −97,97 | 46 | −97,96 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 51 341 | −1,51 | 5 257 | −2,52 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 230 141 | −5,16 | 23 684 | −5,67 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 13 524 | −2,32 | 1 392 | −2,86 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5 159 | −2,51 | 531 | −3,11 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 19 924 | −0,01 | 2 050 | −0,53 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 6 614 | −6,81 | 681 | −7,36 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 43 686 | −8,95 | 4 496 | −9,45 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 16 160 | −2,27 | 1 663 | −2,75 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 879 | −57,24 | 193 | −57,49 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 526 | −7,00 | 260 | −7,83 | ||||
| 2025-08-26 | NP | LPREX - BlackRock LifePath Dynamic 2040 Fund Investor A Shares | 12 450 | −39,10 | 1 281 | −39,43 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 165 717 | −0,20 | 17 054 | −0,75 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 95 905 | −16,41 | 9 870 | −16,86 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 38 926 | −10,29 | 3 989 | −11,16 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 38 791 | −22,45 | 3 992 | −22,86 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 14 983 | −6,63 | 1 542 | −7,17 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 21 052 | −6,36 | 2 166 | −6,88 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 45 079 | −0,53 | 4 639 | −1,07 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 422 779 | −31,33 | 43 508 | −31,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 171 123 | −5,77 | 17 610 | −6,28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 31 241 | −56,31 | 3 215 | −56,56 | ||||
| 2025-07-31 | 13F | City State Bank | 62 473 | −3,51 | 6 429 | −4,02 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8 284 | −4,78 | 853 | −5,33 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 9 704 | −11,97 | 999 | −12,46 | ||||
| 2025-04-07 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 562 | −8,65 | 469 | −9,11 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 44 000 | −6,98 | 4 528 | −7,48 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 5 281 | −98,84 | 543 | −97,64 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | LPJRX - BlackRock LifePath Dynamic 2035 Fund Class R Shares | 11 216 | −51,62 | 1 154 | −51,88 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 6 800 | −11,46 | 700 | −11,96 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 695 | −35,72 | 1 306 | −35,41 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 68 414 | −14,10 | 7 041 | −14,56 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4 812 | −2,85 | 495 | −3,32 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 97 821 | −13,35 | 10 067 | −13,82 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 214 | −93,65 | 22 | −93,64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Summitry Llc | 354 682 | −4,42 | 36 500 | −4,93 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 8 644 | −14,29 | 885 | −14,66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 549 | −0,68 | 571 | −1,21 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 | −94,29 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 295 566 | −4,20 | 30 417 | −4,72 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 87 251 | −55,72 | 8 979 | −55,96 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 33 130 | −0,11 | 3 409 | −0,64 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 306 | −13,33 | 443 | −13,81 | ||||
| 2025-05-12 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 203 250 | −8,95 | 20 917 | −9,44 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 792 | −13,13 | 493 | −13,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2030 FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 10 054 673 | −0,81 | 1 034 726 | −1,34 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 48 312 | −18,53 | 4 972 | −18,99 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 11 050 | −13,33 | 1 137 | −13,80 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28 992 | −0,15 | 2 984 | −0,70 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 13 002 | −3,70 | 1 | 0,00 | ||||
| 2025-04-17 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 8 775 | −0,09 | 903 | −0,55 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 13 621 | −2,16 | 1 | 0,00 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 22 510 | −3,17 | 2 317 | −3,70 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 10 963 | −12,58 | 1 135 | −10,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 962 462 | −6,50 | 304 867 | −7,00 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 692 | −17,45 | 483 | −18,03 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 836 908 | −2,16 | 86 126 | −2,69 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 1 879 | −57,24 | 193 | −57,43 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 257 | −37,91 | 335 | −38,19 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 5 225 | −18,82 | 538 | −19,25 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 2 280 | −10,34 | 235 | −11,03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4 571 | −7,11 | 470 | −7,66 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 98 | −1,01 | 10 | 0,00 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 24 039 | −2,47 | 2 474 | −3,02 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 110 | −14,23 | 629 | −14,21 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 5 517 | −0,07 | 568 | −0,70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 143 428 | −11,18 | 14 760 | −11,66 | ||||
| 2025-04-22 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 166 | −24,17 | 532 | −24,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 80 148 | −8,55 | 8 248 | −9,04 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 140 | −3,91 | 1 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 493 | −29,24 | 1 492 | −29,64 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 104 672 | −28,97 | 10 772 | −29,36 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 259 | −3,71 | 232 | −4,13 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 777 | −1,67 | 492 | −2,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 147 | −58,52 | 530 | −58,77 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 102 109 | −14,12 | 10 508 | −14,58 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 816 725 | −17,92 | 84 049 | −18,36 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 368 869 | −15,10 | 37 960 | −15,55 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 174 789 | −4,19 | 17 988 | −4,71 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 322 | −33,86 | 239 | −34,44 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 3 124 | −8,36 | 321 | −8,81 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 8 328 | −53,73 | 862 | −51,47 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 7 579 | −13,54 | 777 | −13,28 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 931 850 | −1,51 | 95 897 | −2,05 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 12 803 | −3,48 | 1 318 | −4,01 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 131 064 | −1,64 | 13 488 | −2,18 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 13 550 | −3,72 | 1 394 | −4,26 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 12 397 | −32,18 | 1 276 | −32,02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 250 | −23,08 | 26 | −21,87 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 904 | −18,63 | 93 | −18,42 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8 438 | −6,07 | 868 | −6,57 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 202 030 | −0,66 | 20 791 | −1,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22 759 | −17,99 | 2 342 | −16,74 | ||||
| 2025-03-27 | NP | TCFTX - Transamerica ClearTrack 2015 R1 | 410 | −98,29 | 42 | −98,31 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 22 510 | −3,60 | 2 317 | −18,54 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 20 457 | −9,49 | 2 105 | −9,97 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 5 305 | −2,64 | 546 | −3,20 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ted Buchan & Co | 5 590 | −0,87 | 575 | −1,37 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 22 105 | −17,74 | 2 275 | −18,20 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 3 583 | −25,79 | 369 | −26,25 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 65 408 | −0,42 | 6 731 | −0,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27 983 034 | −1,31 | 2 879 734 | −1,84 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 53 639 | −0,70 | 5 520 | −1,25 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 12 054 | −4,21 | 1 240 | −4,76 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BLACKROCK LIFEPATH INDEX RETIREMENT FUND Investor A This fund is a listed as child fund of BlackRock, Inc. 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 | 12 862 412 | −5,31 | 1 323 671 | −5,82 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 4 067 | −2,63 | 419 | −3,24 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15 991 | −14,56 | 1 646 | −15,03 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 15 724 | −5,09 | 1 627 | −2,40 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2 803 | −28,29 | 288 | −28,71 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 8 806 | −11,57 | 911 | −9,80 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28 654 | −1,46 | 2 949 | −1,99 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 22 337 | −1,29 | 2 299 | −1,84 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11 319 | −0,08 | 1 165 | −0,68 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 22 050 | −5,56 | 2 269 | −34,72 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 669 | −0,13 | 789 | −0,25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 | −90,91 | 0 | |||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 304 | −4,49 | 2 707 | −5,02 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 669 | −11,65 | 275 | −12,18 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 265 | −13,11 | 27 | −12,90 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 612 100 | −32,16 | 62 991 | −32,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 168 453 | −50,09 | 17 335 | −50,36 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 38 224 | −0,90 | 3 934 | −1,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 127 055 | −6,38 | 13 | −7,14 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 126 302 | −5,68 | 12 947 | −6,55 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 918 | −1,03 | 506 | −1,56 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 613 930 | −1,45 | 63 180 | −1,99 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 |
