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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 25 513 | −0,16 | 1 292 | −0,15 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 103 627 | −3,63 | 5 233 | −3,89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 569 | −21,25 | 1 852 | −21,26 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 23 375 | −0,43 | 1 184 | −0,50 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 305 | −62,99 | 1 484 | −63,00 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 7 419 | −69,01 | 376 | −69,06 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Austin Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 369 351 | −8,64 | 18 708 | −8,66 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 112 | −75,72 | 512 | 79,65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 202 | −3,35 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 846 | −0,72 | 397 | −0,75 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 75 276 | −2,63 | 3 813 | −2,66 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 680 627 | −17,06 | 34 474 | −17,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21 705 | −10,68 | 1 099 | −10,72 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 178 461 | −51,52 | 9 039 | −51,53 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 7 547 | −76,95 | 382 | −76,97 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 27 209 | −3,34 | 1 378 | −3,37 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1 823 | −27,17 | 92 | −26,98 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 246 155 | −7,72 | 12 468 | −7,74 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 392 | −56,49 | 20 | −57,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 293 | −10,88 | 571 | −11,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 261 989 | −46,36 | 13 270 | −46,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 707 477 | −52,72 | 35 834 | −52,73 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 4 229 | −26,76 | 214 | −26,71 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 13 229 | −18,03 | 670 | −17,99 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 186 869 | −3,45 | 9 465 | −3,48 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 16 856 | −3,37 | 854 | −3,40 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 537 | −12,64 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 28 420 | −1,00 | 1 439 | −1,03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 128 323 | −7,12 | 6 500 | −7,14 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 574 | −1,11 | 333 | −1,19 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 999 | −7,69 | 152 | −7,93 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 7 750 | −20,51 | 393 | −20,49 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 109 270 | −2,25 | 5 536 | −1,88 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5 693 | −35,75 | 288 | −35,71 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28 313 | −6,96 | 1 434 | −6,94 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 10 065 | −2,04 | 510 | −2,12 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 84 368 | −12,36 | 4 273 | −12,37 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 363 | −0,08 | 120 | 0,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 42 137 | −17,42 | 2 127 | −17,43 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 165 | −50,74 | 59 | −50,42 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 447 999 | −4,91 | 22 691 | −4,93 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 24 315 | −48,58 | 1 232 | −48,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 123 | −2,78 | 462 | −2,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 651 974 | −24,14 | 32 991 | −24,18 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 32 667 | −66,91 | 1 655 | −66,92 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1 350 586 | −5,65 | 68 407 | −5,67 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 768 | −15,39 | 596 | −15,34 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 11 257 | −2,68 | 570 | −2,56 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 151 | −29,24 | 1 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 7 744 | −5,84 | 392 | −5,77 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Sheets Smith Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 1 624 059 | −0,34 | 82 259 | −0,36 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 9 956 | −25,26 | 504 | −25,22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11 033 | −0,38 | 559 | −0,53 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 490 | −15,00 | 785 | −15,06 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 270 270 | −19,29 | 13 689 | −19,27 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 | −25,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 223 | −13,44 | 872 | −13,49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 72 079 | −6,92 | 3 651 | −6,86 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 14 573 | −20,97 | 738 | −20,65 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 120 | −79,85 | 361 | −79,88 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Integrated Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 014 | −2,55 | 203 | −2,40 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 27 561 | −5,66 | 1 396 | −5,74 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 139 471 | −4,31 | 7 064 | −4,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 099 | −47,07 | 309 | −47,17 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 13 907 | −3,24 | 704 | −3,30 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 17 881 | −2,15 | 906 | −4,94 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 13 238 | −17,57 | 670 | −17,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 025 | −88,51 | 305 | −88,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 125 826 | −7,87 | 57 | −6,56 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 290 | −22,31 | 217 | −22,22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 651 | −7,51 | 84 | −7,78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 80 503 | −9,38 | 4 077 | −9,40 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 024 | −76,82 | 255 | −76,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 129 | −2,79 | 462 | −2,74 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 21 585 | −37,32 | 1 093 | −37,33 | ||||
| 2025-05-13 | 13F | Core Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 360 | −36,03 | 423 | −36,10 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 395 307 | −32,88 | 20 022 | −32,89 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 12 099 | −47,94 | 613 | −48,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 132 | −81,41 | 311 | −81,44 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 5 283 | −0,58 | 268 | −0,74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 424 | −86,96 | 21 | −87,20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 031 | −64,76 | 1 318 | −64,78 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 504 192 | −0,07 | 25 537 | −0,09 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 39 063 | −9,61 | 1 979 | −9,64 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 81 272 | −40,55 | 4 116 | −40,56 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10 781 | −32,28 | 546 | −32,26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 94 | −43,03 | 5 | −50,00 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44 662 | −16,92 | 2 262 | −16,93 | ||||
| 2025-04-24 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 181 790 | −6,45 | 9 208 | −6,47 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 13 586 | −5,66 | 687 | −5,77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16 | −46,67 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 492 | −37,83 | 430 | −37,86 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 87 525 | −29,57 | 4 433 | −29,42 | ||||
| 2025-05-13 | 13F | GSG Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 627 | −51,94 | 336 | −52,01 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 14 541 | −5,09 | 737 | −5,15 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 62 629 | −1,10 | 3 172 | −1,12 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 186 174 | −10,47 | 9 430 | −10,49 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 319 | −7,69 | 675 | −7,67 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 7 355 | −89,56 | 373 | −89,54 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19 053 | −14,61 | 965 | −14,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 873 529 | −26,73 | 44 244 | −26,74 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 891 | −4,19 | 197 | −3,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 210 725 | −0,89 | 111 972 | −0,91 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 11 642 | −35,75 | 590 | −35,77 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 9 856 | −53,12 | 499 | −53,15 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5 585 | −3,79 | 283 | −4,08 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 140 018 | −3,30 | 7 092 | −3,33 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 220 510 | −34,00 | 11 134 | −34,23 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 38 089 | −75,95 | 1 929 | −75,87 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7 283 | −1,39 | 369 | −1,60 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | JRM Investment Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 318 | −80,93 | 219 | −80,99 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 158 | −14,79 | 59 | −14,71 | ||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 957 | −0,61 | 454 | −0,66 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 26 465 | −15,59 | 1 340 | −15,62 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 082 216 | −2,66 | 308 064 | −2,68 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 19 070 | −0,78 | 966 | −0,82 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 211 980 | −10,87 | 10 737 | −10,89 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 33 261 | −68,58 | 1 685 | −68,60 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 961 710 | −24,12 | 48 711 | −24,14 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 232 555 | −65,88 | 11 737 | −65,89 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 9 792 | −12,35 | 496 | −12,39 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 196 | −37,97 | 10 | −43,75 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 86 808 | −58,84 | 4 397 | −58,85 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 306 049 | −1,30 | 15 501 | −0,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 279 087 | −7,73 | 14 136 | −7,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 368 | −1,17 | 171 | −1,16 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 319 718 | −3,09 | 16 194 | −3,11 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 131 169 | −10,48 | 6 623 | −10,79 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 261 220 | −21,83 | 13 231 | −21,85 | ||||
| 2025-08-07 | 13F | Searle & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 144 | −47,93 | 2 996 | −47,95 | ||||
| 2025-05-14 | 13F | Laffer Investments | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 149 028 | −0,81 | 7 548 | −0,83 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 23 827 | −53,98 | 1 207 | −54,00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32 548 | −2,42 | 1 649 | −2,43 | ||||
| 2025-04-15 | 13F | Skyline Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5 771 | −2,65 | 292 | −2,67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 13 911 | −32,21 | 705 | −32,24 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 205 826 | −6,11 | 10 425 | −6,12 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 207 339 | −21,80 | 10 502 | −21,82 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 42 835 | −30,60 | 2 170 | −30,61 | ||||
| 2025-05-14 | 13F | Karpus Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 248 | −60,82 | 416 | −60,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 80 277 | −7,51 | 4 066 | −7,53 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12 964 | −54,52 | 657 | −54,57 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 22 000 | −16,87 | 1 114 | −16,87 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 48 | −96,73 | 2 | −97,30 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 148 473 | −28,17 | 7 520 | −28,18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 129 898 | −76,53 | 6 579 | −76,53 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 16 634 | −0,56 | 843 | −0,59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 216 925 | −2,55 | 10 987 | −2,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 97 488 | −0,89 | 4 938 | −0,92 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5 742 | −68,30 | 291 | −68,41 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 549 | −25,10 | 281 | −25,07 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 39 064 | −61,60 | 1 979 | −61,61 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 320 256 | −53,02 | 16 221 | −53,03 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 49 262 | −1,00 | 2 495 | −0,99 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 80 | −99,18 | 4 | −99,19 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 38 478 | −3,43 | 1 949 | −3,47 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 30 328 | −52,04 | 2 | −66,67 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 8 139 | −87,99 | 413 | −88,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 40 077 | −10,55 | 2 030 | −10,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 33 095 | −24,47 | 1 676 | −24,47 | ||||
| 2025-05-06 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 357 979 | −1,53 | 18 132 | −1,55 | ||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 724 | −37,68 | 138 | −38,01 |
