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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Financial Life Advisors | 2 425 | −7,51 | 258 | −6,88 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | BIP Alliance, LLC | 83 457 | −1,59 | 8 875 | −0,90 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 5 297 | −6,79 | 563 | −6,17 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 70 902 | −0,45 | 7 540 | 0,25 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12 911 | −1,90 | 1 373 | −1,22 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 290 | −27,87 | 456 | −27,39 | ||||
2025-08-04 | 13F | Balentine LLC | 144 | −89,25 | 15 | −89,36 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264 342 | −0,16 | 28 110 | 0,54 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 9 134 | −2,66 | 971 | −1,92 | ||||
2025-08-13 | 13F | Northern Trust Corp | 2 249 | −29,67 | 239 | −29,08 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 1 449 | −36,03 | 154 | −35,56 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 517 | −31,00 | 268 | −30,39 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66 064 | −38,32 | 7 025 | −37,89 | ||||
2025-07-31 | 13F | GenTrust, LLC | 13 724 | −51,33 | 1 459 | −50,99 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 33 355 | −5,46 | 3 563 | −4,35 | ||||
2025-07-11 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 126 | −4,78 | 439 | −4,16 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 300 | −26,65 | 32 | −27,91 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 42 817 | −0,19 | 4 553 | 0,53 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 4 055 | −8,67 | 431 | −8,12 | ||||
2025-08-04 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dravo Bay Llc | 7 448 | −1,68 | 792 | −0,88 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 933 | −45,00 | 2 545 | −44,61 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 48 712 | −3,38 | 5 180 | −2,69 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 330 | −6,65 | 567 | −5,98 | ||||
2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231 557 | −20,36 | 24 608 | −19,86 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 8 212 | −14,91 | 873 | −14,33 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 028 | −0,87 | 535 | 0,56 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 45 056 | −6,10 | 4 791 | −5,45 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3 861 | −9,89 | 411 | −9,29 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 2 419 | −8,16 | 257 | −7,55 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 101 | −0,62 | 649 | 0,00 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 9 195 | −17,31 | 978 | −16,78 | ||||
2025-08-01 | 13F | First National Trust Co | 11 537 | −7,54 | 1 227 | −6,91 | ||||
2025-05-02 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 29 346 | −32,60 | 3 121 | −32,13 | ||||
2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 15 878 | −4,72 | 1 688 | −4,04 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 116 067 | −3,53 | 12 343 | −2,86 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 694 | −2,07 | 499 | −1,38 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 18 168 | −12,62 | 1 932 | −12,03 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4 255 | −8,57 | 452 | −7,94 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9 145 | −9,12 | 972 | −8,47 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 851 | −56,04 | 304 | −55,49 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 11 117 | −63,79 | 1 182 | −63,54 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 4 925 | −10,70 | 524 | −10,14 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3 667 | −15,51 | 390 | −15,07 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33 353 | −7,91 | 3 547 | −7,27 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51 092 | −5,35 | 5 433 | −4,68 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51 244 | −0,79 | 5 449 | −0,09 | ||||
2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 14 432 | −4,39 | 1 535 | −3,76 | ||||
2025-05-15 | 13F | First Manhattan Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 5 131 | −10,47 | 546 | −9,92 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | U S Global Investors Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Baron Financial Group, LLC | 39 210 | −1,67 | 4 170 | −0,97 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 2 672 | −0,04 | 284 | 0,71 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 748 | −0,66 | 399 | 0,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 85 945 | −50,22 | 9 139 | −49,87 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 94 867 | −18,15 | 10 | −16,67 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11 731 | −7,13 | 1 247 | −6,45 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 12 669 | −4,51 | 1 347 | −3,85 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 2 685 | −18,96 | 286 | −18,34 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 736 | −23,79 | 823 | −23,25 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 18 914 | −2,52 | 2 011 | −1,81 | ||||
2025-07-24 | 13F | Lindenwold Advisors | 43 667 | −1,85 | 4 644 | −1,15 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143 333 | −2,11 | 15 242 | −1,42 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 979 | −34,13 | 1 593 | −33,69 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 33 036 | −3,56 | 3 513 | −2,88 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 4 432 | −24,83 | 471 | −24,28 | ||||
2025-08-12 | 13F | Ade, Llc | 19 723 | −19,32 | 2 097 | −18,75 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 26 576 | −31,68 | 2 826 | −31,19 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 159 994 | −0,25 | 17 014 | 0,45 | ||||
2025-08-07 | 13F | Nwam Llc | 11 850 | −12,58 | 1 260 | −11,95 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68 156 | −0,07 | 7 271 | 1,45 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 119 | −50,99 | 544 | −50,64 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 750 | −49,94 | 186 | −49,59 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 7 833 | −5,86 | 833 | −5,13 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 81 975 | −12,39 | 8 717 | −11,78 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 010 | −25,83 | 214 | −25,52 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 039 | −0,97 | 217 | −0,46 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 5 026 | −5,33 | 534 | −4,64 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46 870 | −14,04 | 4 984 | −13,44 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 7 790 | −6,94 | 828 | −6,33 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | −65,08 | 2 | −66,67 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2 457 | −0,04 | 261 | 0,77 | ||||
2025-05-13 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Life Planning Partners, Inc | 51 484 | −7,79 | 5 475 | −7,14 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33 444 | −2,05 | 3 543 | −2,21 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38 185 | −1,22 | 4 061 | −0,54 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8 728 | −10,80 | 928 | −10,16 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 122 | −84,65 | 13 | −85,54 | ||||
2025-08-12 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 213 359 | −14,62 | 22 689 | −14,02 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 35 345 | −0,22 | 3 759 | 0,48 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 114 320 | −1,99 | 12 157 | −1,31 | ||||
2025-07-17 | 13F | Greenleaf Trust | 74 966 | −28,62 | 7 972 | −28,12 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Toroso Investments, LLC | 31 554 | −1,39 | 3 349 | −0,71 | ||||
2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Clarus Group, Inc. | 9 888 | −0,10 | 1 051 | 0,57 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 172 | −49,20 | 0 | |||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 507 | −17,14 | 479 | −16,55 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 2 342 | −51,41 | 249 | −51,08 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 1 985 | −3,97 | 211 | −3,21 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203 146 | −13,87 | 22 | −12,50 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88 566 | −10,20 | 9 418 | −9,57 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 949 | −7,88 | 1 483 | −7,25 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 501 | −3,98 | 372 | −3,38 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 11 480 | −8,46 | 1 221 | −7,85 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29 172 | −5,20 | 3 102 | −4,52 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 15 476 | −0,91 | 1 646 | −0,24 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17 914 | −6,93 | 1 905 | −6,30 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 211 | −54,25 | 342 | −53,98 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 27 211 | −4,59 | 2 894 | −3,92 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 41 526 | −10,55 | 4 416 | −9,93 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2 715 | −46,90 | 289 | −46,57 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 46 194 | −2,69 | 4 912 | −2,01 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40 875 | −2,39 | 4 347 | −1,72 | ||||
2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 187 | −22,41 | 20 | −24,00 | ||||
2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12 162 | −0,86 | 1 293 | 0,47 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 865 | −1,44 | 305 | −0,65 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 5 551 | −0,32 | 590 | 0,34 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 11 160 | −0,02 | 1 187 | 0,68 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 2 431 | −0,61 | 259 | 0,00 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7 163 | −3,29 | 756 | −3,20 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31 178 | −0,02 | 3 315 | 0,67 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97 864 | −1,02 | 10 407 | −0,34 | ||||
2025-08-01 | 13F | James Investment Research Inc | 31 702 | −0,55 | 3 371 | 0,15 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5 416 | −0,02 | 576 | 0,70 | ||||
2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 239 | −6,88 | 451 | −6,25 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13 625 | −2,15 | 1 449 | −1,50 | ||||
2025-04-30 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63 216 | −5,14 | 6 722 | −4,48 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 23 970 | −7,05 | 2 549 | −6,39 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 604 | −10,65 | 2 510 | −10,00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 9 080 | −52,20 | 966 | −51,89 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | −88,39 | 58 | −88,40 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 10 735 | −5,83 | 1 142 | −5,15 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 32 289 | −61,58 | 3 434 | −61,32 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 193 | −20,34 | 659 | −19,76 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 710 | −1,88 | 501 | −1,19 | ||||
2025-07-16 | 13F | American National Bank | 13 547 | −5,60 | 1 441 | −4,95 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 818 | −7,12 | 1 469 | −6,49 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 2 437 | −8,45 | 259 | −7,83 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13 625 | −6,27 | 1 449 | −5,61 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135 485 | −3,79 | 14 408 | −3,11 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 157 618 | −70,30 | 16 761 | −70,09 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 19 379 | −13,41 | 2 | 0,00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 46 442 | −0,81 | 4 939 | −0,12 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 170 066 | −13,32 | 18 085 | −12,72 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59 800 | −6,82 | 6 359 | −6,17 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 5 190 | −8,56 | 552 | −8,01 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3 387 | −16,96 | 360 | −16,28 | ||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 2 259 | −2,25 | 240 | −1,23 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 17 239 | −2,53 | 1 833 | −1,82 | ||||
2025-08-14 | 13F | Mariner, LLC | 818 504 | −1,36 | 87 040 | −0,67 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 694 | −1,75 | 286 | −0,69 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5 477 | −9,80 | 582 | −9,20 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 26 540 | −6,12 | 2 822 | −5,46 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 3 824 | −30,42 | 407 | −30,00 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 3 346 | −63,74 | 356 | −63,55 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 123 539 | −0,31 | 13 | 0,00 | ||||
2025-08-13 | 13F | Horiko Capital Management Llc | 32 003 | −25,71 | 3 403 | −25,19 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 6 333 | −0,94 | 673 | −0,30 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10 601 | −4,83 | 1 127 | −4,17 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 25 325 | −7,53 | 2 693 | −6,88 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 1 244 081 | −0,93 | 132 296 | −0,24 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21 211 | −1,96 | 2 255 | −0,88 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 16 138 | −56,95 | 1 716 | −56,64 | ||||
2025-04-16 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Human Investing LLC | 12 973 | −2,30 | 1 380 | −1,64 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 4 074 | −0,22 | 433 | 0,46 | ||||
2025-08-04 | 13F | Spire Wealth Management | 27 672 | −24,75 | 2 943 | −24,23 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40 996 | −7,42 | 4 360 | −6,78 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Zacks Investment Management | 7 154 | −23,31 | 761 | −22,84 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 26 927 | −16,08 | 2 863 | −15,50 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50 813 | −27,04 | 5 403 | −26,53 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 15 748 | −0,18 | 1 675 | 0,54 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 11 840 | −13,77 | 1 259 | −13,11 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3 299 | −46,25 | 351 | −45,99 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 382 221 | −2,87 | 40 645 | −2,19 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 613 408 | −7,71 | 65 230 | −7,07 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 46 004 | −18,16 | 4 892 | −17,57 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21 819 | −21,50 | 2 320 | −20,95 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 3 516 | −6,66 | 374 | −6,05 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Anderson Hoagland & Co | 47 691 | −5,08 | 5 071 | −3,67 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 411 285 | −1,11 | 43 736 | −0,42 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3 000 | −16,60 | 319 | −15,83 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40 422 | −66,18 | 4 298 | −65,95 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 3 854 | −33,34 | 410 | −32,95 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 3 156 | −3,55 | 336 | −2,90 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25 929 | −3,34 | 2 757 | −2,65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 963 | −9,60 | 1 272 | −8,95 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | First Community Trust Na | 2 671 | −33,57 | 284 | −33,02 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 4 115 | −1,65 | 438 | −0,91 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-09 | 13F | Intrust Bank Na | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 179 410 | −4,04 | 19 078 | −3,37 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 85 213 | −1,47 | 9 062 | −0,78 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26 480 | −4,92 | 2 816 | −4,25 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 995 | −13,84 | 637 | −13,22 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2 015 | −31,18 | 214 | −30,74 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 108 | −95,11 | 11 | −95,28 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3 886 | −8,82 | 0 | |||||
2025-05-02 | 13F | Summit X, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 9 188 | −1,61 | 981 | −0,51 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 117 055 | −2,01 | 12 448 | −1,33 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 677 | −20,52 | 923 | −19,97 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 85 | −70,59 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 22 325 | −24,19 | 2 374 | −23,64 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 6 097 | −2,04 | 648 | −1,37 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 125 984 | −20,72 | 13 397 | −20,17 | ||||
2025-08-12 | 13F | MAI Capital Management | 24 052 | −1,48 | 2 558 | −0,81 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 3 155 | −0,66 | 336 | 0,00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 3 801 | −1,30 | 404 | −0,49 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49 097 | −23,60 | 5 221 | −23,06 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 386 297 | −4,15 | 41 079 | −3,48 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 969 | −7,30 | 741 | −6,56 | ||||
2025-07-29 | 13F | Swmg, Llc | 6 028 | −0,48 | 643 | 0,63 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 3 862 | −4,41 | 411 | −3,76 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 024 | −2,81 | 1 916 | −2,04 | ||||
2025-04-15 | 13F | Collier Financial | 1 816 | −3,81 | 192 | −4,02 | ||||
2025-08-14 | 13F | UBS Group AG | 1 130 527 | −10,92 | 120 220 | −10,30 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 5 118 | −30,58 | 1 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 7 202 | −61,33 | 766 | −61,09 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 6 999 | −6,77 | 744 | −6,06 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 3 690 | −12,35 | 0 | |||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22 850 | −20,74 | 2 430 | −20,20 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 155 | −38,49 | 16 | −38,46 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21 237 | −0,31 | 2 258 | 0,40 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Wesbanco Bank Inc | 0 | −100,00 | 0 | |||||
2025-04-16 | 13F | Rye Brook Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Sutton Place Investors Llc | 2 558 | −0,81 | 272 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 23 462 | −1,64 | 2 495 | −0,95 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 6 416 | −3,01 | 682 | −2,29 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8 932 | −34,97 | 950 | −34,55 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28 246 | −3,35 | 3 004 | −2,69 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 8 204 | −3,66 | 872 | −3,00 | ||||
2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13 935 | −8,79 | 1 482 | −8,18 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 43 025 | −11,32 | 4 575 | −10,70 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 1 881 | −1,16 | 200 | 0,00 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 16 072 | −0,37 | 1 710 | 1,06 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3 605 | −7,54 | 383 | −6,81 | ||||
2025-08-06 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 7 627 | −4,56 | 811 | −3,80 | ||||
2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61 145 | −0,89 | 6 502 | −0,18 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2 894 | −14,10 | 308 | −13,52 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 7 457 | −1,53 | 793 | −0,88 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3 149 | −0,60 | 335 | 0,00 | ||||
2025-05-12 | 13F | Frank, Rimerman Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 37 577 | −11,51 | 3 996 | −10,91 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 504 | −31,75 | 373 | −31,37 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18 457 | −8,33 | 1 963 | −7,71 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 53 303 | −3,29 | 6 | 0,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18 148 | −1,96 | 1 930 | −1,28 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5 954 | −11,70 | 633 | −11,10 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 54 | −37,21 | 6 | −44,44 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 6 956 | −0,93 | 740 | |||||
2025-07-23 | 13F | Slow Capital, Inc. | 125 882 | −26,44 | 13 386 | −25,93 | ||||
2025-05-02 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 2 661 | −13,29 | 283 | −12,96 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 5 166 | −1,62 | 547 | −0,91 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 627 813 | −18,83 | 66 762 | −18,26 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 15 000 | −0,25 | 1 595 | 0,50 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 252 | −70,42 | 27 | −70,79 | ||||
2025-05-14 | 13F | United Bank | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | −1,59 | 86 | −1,16 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 339 | −64,23 | 142 | −64,05 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 003 | −3,17 | 1 702 | −2,52 | ||||
2025-07-11 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Kwmg, Llc | 21 691 | −17,30 | 2 307 | −16,72 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 7 011 | −2,15 | 746 | −1,46 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 6 217 | −1,54 | 661 | −0,75 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 5 411 | −0,97 | 575 | −0,17 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 6 863 | −2,31 | 730 | −1,62 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67 069 | −2,07 | 7 132 | −1,38 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 11 616 | −63,19 | 1 235 | −62,94 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 80 402 | −9,30 | 8 550 | −8,66 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36 201 | −3,42 | 3 850 | −2,75 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 653 | −0,15 | 282 | 0,71 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-05 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157 870 | −18,58 | 16 788 | −18,01 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 21 649 | −11,21 | 2 302 | −10,57 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 16 242 | −2,16 | 1 727 | −1,43 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 47 358 | −6,91 | 5 036 | −6,25 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 67 363 | −2,81 | 7 | 0,00 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 18 227 | −16,62 | 1 938 | −16,03 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 6 689 | −29,94 | 711 | −29,46 | ||||
2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | −45,24 | 5 | −50,00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 36 170 | −6,47 | 3 851 | −5,22 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 16 100 | −11,61 | 1 712 | −10,51 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 21 367 | −0,64 | 2 272 | 0,09 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BWM Planning, LLC | 7 285 | −0,67 | 775 | 0,00 | ||||
2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32 929 | −0,97 | 3 502 | −0,28 | ||||
2025-05-08 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | −97,44 | 45 | −97,46 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 107 507 | −1,84 | 11 432 | −1,15 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 43 158 | −27,83 | 4 589 | −27,32 | ||||
2025-04-11 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Croban | 4 926 | −12,72 | 524 | −12,25 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 7 232 | −9,19 | 769 | −8,56 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 670 | −0,52 | 284 | 0,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 30 995 | −2,08 | 3 296 | −1,38 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 11 603 | −56,85 | 1 234 | −56,57 |