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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 19 512 | −5,65 | 1 982 | −7,60 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 29 204 | −68,58 | 3 030 | −67,26 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 251 | −30,80 | 229 | −32,34 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 25 854 | −59,13 | 2 627 | −59,99 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 4 388 | −8,34 | 446 | −10,28 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 20 705 | −49,20 | 2 104 | −50,26 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 9 991 | −28,34 | 1 015 | −29,81 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 21 692 | −55,48 | 2 204 | −56,41 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5 151 | −32,24 | 1 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 213 842 | −11,35 | 21 726 | −13,19 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 13 156 | −36,84 | 1 337 | −38,18 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11 587 | −5,73 | 1 177 | −7,69 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 21 929 | −29,73 | 2 228 | −31,17 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 95 | −11,21 | 10 | −18,18 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3 356 | −7,01 | 341 | −9,09 | ||||
| 2025-07-29 | NP | RORO - ATAC US Rotation ETF | 23 647 | −24,56 | 2 358 | −28,05 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 710 | −46,29 | 72 | −47,45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47 433 | −2,39 | 4 819 | −4,40 | ||||
| 2025-04-21 | 13F | Colony Family Offices, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 636 501 | −12,69 | 64 669 | −14,50 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 229 | −14,47 | 531 | −16,25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61 913 | −35,82 | 6 290 | −37,16 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 156 879 | −5,12 | 15 939 | −7,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 102 224 | −47,58 | 10 381 | −48,70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 145 | −9,53 | 211 | −19,47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 675 | −2,44 | 272 | −4,58 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 26 080 | −18,83 | 2 650 | −20,52 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 377 | −30,68 | 1 054 | −32,13 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9 142 | −79,14 | 929 | −79,59 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 172 596 | −1,05 | 17 310 | −4,35 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 778 | −44,12 | 790 | −45,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 535 | −1,30 | 562 | −3,27 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 895 | −16,99 | 1 615 | −18,73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 270 | −93,29 | 27 | −93,53 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2 348 | −17,76 | 239 | −19,59 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 229 | −28,21 | 125 | −29,94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 | −50,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 12 475 | −5,38 | 1 265 | −7,46 | ||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 896 | −22,47 | 497 | −24,12 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16 398 | −33,07 | 1 666 | −34,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 25 643 | −38,24 | 2 605 | −39,47 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 19 170 | −42,57 | 1 948 | −43,76 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 959 | −96,30 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122 725 | −18,20 | 12 | −20,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 8 268 | −68,95 | 840 | 69,01 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 33 476 | −2,40 | 3 401 | −4,41 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 7 903 | −41,08 | 803 | −42,34 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 81 902 | −28,01 | 8 321 | −29,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 031 | −0,77 | 105 | −2,80 | ||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 73 | −77,54 | 7 | −78,79 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Members Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | −86,09 | 5 | −88,57 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 2 778 | −7,58 | 282 | −9,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 75 458 | −37,64 | 8 | −41,67 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 229 | −28,27 | 6 729 | −29,97 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 766 | −0,65 | 78 | −3,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 011 | −70,80 | 814 | −71,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 100 | −83,59 | 213 | −83,96 | |||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | GGM Financials LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 51 720 | −42,81 | 5 309 | −41,45 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 5 835 | −15,13 | 593 | −16,97 | ||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 676 | −0,97 | 475 | −2,86 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 39 384 | −7,01 | 3 922 | −9,19 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 40 677 | −2,38 | 4 103 | −5,09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7 813 | −16,71 | 794 | −18,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 475 | −9,04 | 1 267 | −10,90 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 4 416 | −71,57 | 439 | −72,81 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 11 060 | −5,31 | 1 109 | −4,48 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 7 752 | −0,91 | 796 | 1,40 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 737 | −66,64 | 75 | −67,69 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 6 196 | −10,91 | 630 | −12,76 | ||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 859 | −99,30 | 290 | −99,31 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 90 571 | −17,85 | 9 202 | −19,56 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 20 575 | −19,70 | 2 054 | −22,72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35 551 | −5,46 | 3 612 | −7,43 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 6 254 | −31,26 | 635 | −32,66 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11 713 | −1,20 | 1 190 | −3,17 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45 987 | −3,31 | 4 672 | −5,31 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7 369 | −39,25 | 749 | −40,54 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 905 | −81,28 | 702 | −81,68 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 31 453 | −2,09 | 3 196 | −4,11 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4 050 | −16,49 | 411 | −18,29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 284 | −4,08 | 740 | −5,97 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 255 | −70,82 | 26 | −70,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 18 340 | −23,31 | 1 801 | −27,41 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 467 | −51,20 | 47 | −51,04 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 098 | −3,05 | 213 | −4,91 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7 187 | −42,93 | 730 | −44,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 109 910 | −37,37 | 11 167 | −38,67 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64 567 | −4,92 | 6 560 | −6,88 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 516 | −43,82 | 560 | −44,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21 440 | −26,09 | 2 178 | −27,62 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 79 611 | −6,98 | 8 089 | −8,91 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 54 946 | −23,76 | 5 583 | −25,34 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1 707 464 | −3,38 | 173 480 | −5,38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 623 | −6,88 | 63 | −5,97 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 97 | −72,75 | 10 | −75,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Future You Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 245 | −17,00 | 127 | −18,71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21 020 | −1,41 | 2 136 | −3,48 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2 796 | −24,23 | 284 | −25,65 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 563 | −98,42 | 362 | −98,45 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 17 877 | −1,54 | 1 816 | −3,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119 418 | −3,13 | 12 133 | −5,14 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 053 | −8,07 | 1 021 | −9,96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6 907 | −10,96 | 702 | −12,81 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 43 607 | −9,65 | 4 430 | −11,52 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 12 617 | −1,30 | 1 282 | −3,39 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 462 | −39,72 | 352 | −41,01 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 663 460 | −39,25 | 67 408 | 59 552,21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 752 | −1,57 | 76 | −3,80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 81 652 | −1,20 | 8 296 | −3,25 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 325 | −1,81 | 33 | −2,94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 39 101 | −57,56 | 3 973 | −58,44 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 2 153 | −46,09 | 219 | −47,34 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 495 | −9,60 | 355 | −11,47 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6 836 | −36,17 | 695 | −37,53 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 12 271 | −36,23 | 1 232 | −38,33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 959 | −1,79 | 707 | −3,81 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 41 843 | −1,44 | 4 251 | −3,47 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 149 | −4,97 | 726 | −6,92 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36 336 | −5,64 | 3 663 | −7,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14 198 | −2,36 | 1 442 | −4,38 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 1 190 | −7,10 | 122 | −4,69 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 9 102 | −0,32 | 925 | −2,43 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 53 278 | −69,87 | 5 388 | −70,59 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 25 420 | −8,68 | 2 583 | −10,60 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 9 002 | −6,62 | 915 | −8,60 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32 564 | −48,68 | 3 309 | −49,75 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 15 744 | −3,03 | 1 600 | −5,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 30 500 | −56,92 | 3 099 | −57,82 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 300 | −23,85 | 843 | −25,40 | |||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 437 | −5,61 | 756 | −7,59 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | −78,57 | 1 | −80,00 | ||||
| 2025-04-18 | 13F | Demars Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44 168 | −3,19 | 4 487 | −5,20 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 251 | −1,57 | 26 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 942 | −24,46 | 96 | −26,36 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 550 | −48,65 | 56 | −50,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 961 | −20,78 | 1 012 | −22,39 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3 306 | −28,36 | 336 | −29,92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4 085 | −39,59 | 415 | −40,80 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 28 421 | −9,95 | 2 888 | −11,82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 369 | −52,57 | 37 | −53,75 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 | −12,82 | 7 | −25,00 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 91 196 | −0,64 | 9 266 | −2,70 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 015 230 | −16,70 | 103 147 | −18,43 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2 558 | −6,40 | 260 | −8,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 623 | −22,98 | 1 749 | −26,34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10 817 | −4,17 | 1 099 | −6,15 | ||||
| 2025-07-24 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 127 | −0,28 | 216 | −0,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 52 349 | −15,16 | 5 319 | −16,92 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24 231 | −3,65 | 2 462 | −5,67 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 156 | −4,88 | 16 | −6,25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 478 | −46,40 | 760 | −47,55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 49 | −3,92 | 5 | 0,00 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 706 | −2,98 | 377 | −5,05 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 566 504 | −9,93 | 57 557 | −11,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 447 | −22,63 | 452 | −24,33 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 832 | −82,95 | 491 | −83,33 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 87 898 | −4,85 | 8 930 | −6,81 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 612 | −54,37 | 469 | −55,34 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 9 932 | −2,95 | 1 009 | −4,90 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 6 556 | −22,95 | 666 | −24,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 609 | −7,68 | 976 | −9,55 |
