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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 3 418 | −1,92 | 433 | 8,25 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 894 | −3,17 | 620 | 6,90 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 8 469 | −3,98 | 1 073 | 5,92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 831 | −5,48 | 866 | 4,22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 494 | −28,82 | 63 | −21,52 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 377 | −3,13 | 428 | 7,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 93 112 | −1,93 | 11 802 | 8,21 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1 900 | −14,80 | 218 | −19,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 899 | −3,32 | 1 128 | 6,72 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 13 582 | −93,24 | 1 722 | −92,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 827 | −10,03 | 358 | −0,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 134 | −13,90 | 1 411 | −4,98 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 124 086 | −3,54 | 15 715 | 6,44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 080 | −3,84 | 644 | 6,11 | ||||
| 2025-07-07 | 13F | Trust Co | 12 509 | −7,63 | 1 585 | 1,93 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 678 | −7,60 | 213 | 1,92 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 888 | −0,69 | 366 | 9,58 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 4 056 | −0,02 | 514 | 10,30 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 585 | −11,71 | 581 | −2,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 48 234 | −1,67 | 6 114 | 8,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 652 | −4,48 | 716 | 5,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 174 652 | −17,42 | 22 | −8,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27 851 | −2,72 | 3 530 | 7,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 540 | −0,83 | 1 877 | 10,22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 616 | −19,15 | 585 | −10,69 | ||||
| 2025-05-08 | 13F | Portland Financial Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1 711 | −24,53 | 217 | −16,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 072 | −0,10 | 643 | 10,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 082 | −5,87 | 3 686 | 3,86 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 454 | −66,79 | 691 | −63,36 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64 274 | −0,08 | 8 147 | 10,26 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 025 | −4,03 | 890 | 5,95 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2 297 | −23,74 | 291 | −15,65 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 8 271 | −8,02 | 1 048 | 1,55 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12 493 | −0,31 | 1 583 | 10,01 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 079 | −1,53 | 1 784 | 8,65 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 23 077 | −50,99 | 2 925 | −45,93 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 17 086 | −1,69 | 2 166 | 8,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 635 | −9,82 | 588 | −5,93 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 143 | −2,39 | 145 | 7,46 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11 739 | −1,13 | 1 488 | 9,10 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 41 | −8,89 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 48 065 | −3,61 | 6 092 | 6,37 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 077 | −11,01 | 263 | −1,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 049 166 | −0,66 | 132 982 | 9,62 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 36 | −5,26 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 7 953 | −1,17 | 1 008 | 9,09 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 594 652 | −1,75 | 75 372 | 8,41 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 768 | −24,30 | 3 013 | −16,47 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 097 | −6,77 | 661 | 11,28 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 362 | −5,28 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 2 528 | −6,02 | 320 | 3,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10 667 | −51,81 | 1 352 | −46,81 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40 145 | −17,31 | 5 088 | −8,75 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7 778 | −2,29 | 986 | 7,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21 983 | −2,25 | 2 786 | 7,86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 503 649 | −2,40 | 63 838 | 7,69 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3 702 | −6,09 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 875 | −90,06 | 111 | −89,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 35 150 | −6,56 | 4 455 | 3,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 914 | −2,93 | 1 510 | 7,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 94 364 | −1,39 | 12 086 | 9,95 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 431 | −1,23 | 1 322 | 8,99 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 170 | −15,68 | 2 050 | −6,95 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 3 991 | −28,63 | 506 | −21,34 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 32 984 | −0,41 | 4 | −25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 125 345 | −8,02 | 15 887 | 1,49 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 111 | −6,58 | 394 | 3,14 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 387 | −0,03 | 429 | 10,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 729 | −69,03 | 92 | −65,93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 353 | −23,76 | 425 | −15,84 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 11 483 | −9,90 | 1 455 | −0,61 | ||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 30 451 | −5,27 | 3 860 | 4,52 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7 753 | −0,58 | 983 | 9,72 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 17 025 | −5,24 | 2 158 | 4,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 396 | −44,23 | 0 | |||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 13 409 | −6,50 | 1 700 | 3,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 787 | −1,26 | 607 | 8,99 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 20 542 | −2,21 | 2 604 | 7,87 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 061 | −16,55 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47 367 | −37,55 | 6 091 | −30,09 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 697 | −75,93 | 215 | −73,42 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 549 | −5,61 | 1 362 | 6,08 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2 528 | −1,94 | 320 | 8,11 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 187 899 | −7,09 | 23 816 | 2,53 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 6 000 | −10,03 | 760 | −0,78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 7 432 | −1,08 | 942 | 9,15 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10 097 | −22,84 | 1 280 | −14,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48 377 | −7,92 | 6 136 | 1,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68 253 | −17,53 | 8 651 | −9,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 590 215 | −9,33 | 74 817 | 0,10 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 75 706 | −0,90 | 9 596 | 9,36 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 15 933 | −4,96 | 2 020 | 4,88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 19 844 | −4,02 | 2 515 | 5,89 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 52 | −59,69 | 7 | −57,14 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 10 507 | −7,12 | 1 332 | 2,46 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 32 564 | −5,42 | 4 127 | 4,38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 149 | −10,77 | 1 796 | −1,43 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 54 281 | −3,49 | 6 880 | 6,50 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 5 169 | −0,42 | 655 | 9,90 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 696 | −21,04 | 215 | −13,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 973 | −30,88 | 757 | −23,92 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 718 | −4,07 | 598 | 6,03 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Hudock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 23 929 | −1,19 | 3 033 | 9,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 894 | −0,13 | 1 001 | 10,25 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 727 | −3,55 | 472 | 6,55 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 343 | −97,19 | 170 | −96,91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 099 | −12,10 | 520 | −2,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 011 | −13,74 | 635 | −4,80 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 95 424 | −2,10 | 12 095 | 8,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 464 867 | −1,40 | 185 672 | 8,80 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 479 | −27,99 | 948 | −20,62 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 27 110 | −3,98 | 3 436 | 5,95 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 354 | −0,59 | 298 | 9,56 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 145 | −51,67 | 18 | −47,06 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 2 609 | −4,75 | 331 | 5,10 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 9 217 | −2,13 | 1 168 | 8,05 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 114 | −45,19 | 14 | −39,13 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 3 543 | −4,22 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8 627 | −1,78 | 1 093 | 8,43 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1 817 | −5,41 | 230 | 4,55 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 13 469 | −9,82 | 2 | −50,00 | ||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 357 | −8,65 | 809 | 1,13 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 8 098 | −0,17 | 1 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 6 045 | −6,00 | 766 | 3,79 | ||||
| 2025-08-14 | 13F | Nepc Llc | 7 646 | −3,51 | 969 | 6,48 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1 682 | −24,84 | 213 | −17,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425 834 | −71,61 | 53 975 | −68,67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 644 | −3,62 | 1 222 | 6,35 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 30 270 | −1,91 | 3 928 | 10,81 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 12 445 | −13,34 | 1 577 | −4,37 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 204 | −7,46 | 786 | 2,08 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 11 642 | −12,60 | 1 476 | −3,59 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 828 | −0,36 | 485 | 9,98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 305 | −29,19 | 165 | −21,80 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 12 287 | −3,75 | 1 557 | 6,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 734 | −12,60 | 347 | −3,62 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 466 | −9,34 | 59 | 0,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 853 | −4,48 | 108 | 5,88 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 481 | −2,92 | 695 | 7,10 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 871 | −26,81 | 110 | −19,12 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 2 883 | −5,63 | 331 | −10,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 457 | −12,62 | 58 | −5,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22 868 | −6,09 | 2 899 | 3,61 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6 181 | −79,83 | 783 | −77,76 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 038 | −2,08 | 639 | 7,95 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 30 965 | −6,31 | 3 925 | 3,37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 700 | −86,07 | 215 | −84,65 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 080 | −49,73 | 264 | −44,63 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 24 577 | −49,47 | 3 115 | −44,25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2 127 | −4,62 | 270 | 5,08 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 2 879 | −15,79 | 365 | −12,29 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 8 347 | −1,13 | 1 058 | 9,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 871 | −27,36 | 110 | −19,71 | ||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 12 212 | −0,12 | 1 548 | 10,19 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 17 592 | −1,34 | 2 230 | 8,84 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 64 099 | −3,31 | 8 125 | 6,70 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 1 902 | −40,00 | 241 | −33,79 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 898 | −2,43 | 621 | 7,64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19 130 | −3,55 | 2 425 | 6,41 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5 968 | −1,65 | 756 | 8,46 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 720 | −5,23 | 345 | 4,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 489 647 | −7,02 | 62 063 | 2,60 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 3 648 | −2,67 | 462 | 7,19 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 432 818 | −10,51 | 54 860 | −1,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 36 139 | −0,37 | 4 581 | 9,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 371 470 | −2,64 | 47 084 | 7,42 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 3 383 | −60,35 | 429 | −56,33 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 1 681 | −16,20 | 214 | −6,96 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 093 | −0,14 | 645 | 10,26 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 22 360 | −0,67 | 2 834 | 9,63 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 875 | −5,09 | 1 125 | 4,66 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 085 | −14,90 | 138 | −6,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 344 | −56,35 | 44 | −52,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178 395 | −2,40 | 22 612 | 7,70 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 760 | −6,98 | 3 899 | 2,63 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 2 402 | −11,10 | 304 | −1,94 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 13 844 | −8,83 | 1 755 | 0,57 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 589 | −8,29 | 962 | 1,16 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2 676 | −13,00 | 339 | −3,97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3 162 | −0,82 | 401 | 9,29 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 287 444 | −0,01 | 36 434 | 10,33 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 268 | −5,44 | 161 | 3,90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 8 616 | −3,48 | 1 092 | 6,54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 45 818 | −10,87 | 5 807 | −1,64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12 940 | −6,11 | 1 640 | 3,60 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 806 204 | −1,00 | 102 186 | 9,24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53 058 | −2,88 | 6 725 | 7,17 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 59 639 | −1,17 | 7 559 | 9,05 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30 | −40,00 | 4 | −40,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 011 | −7,64 | 382 | 1,87 | ||||
| 2025-07-11 | 13F | Bell Bank | 4 715 | −2,86 | 598 | 7,18 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 9 680 | −1,02 | 1 227 | 9,17 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 55 584 | −6,95 | 7 045 | 2,68 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7 482 | −19,10 | 948 | −10,73 | ||||
| 2025-07-29 | 13F | Creekside Partners | 1 869 | −25,45 | 237 | −18,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 800 | −1,04 | 228 | 9,62 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 19 827 | −8,49 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18 853 | −11,54 | 2 390 | −2,41 |
