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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2 564 | −0,19 | 241 | 0,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 432 | −6,63 | 510 | −6,43 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 742 | −52,05 | 351 | −51,92 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 148 | −3,38 | 296 | −3,28 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 3 253 | −19,66 | 305 | −19,53 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 11 458 | −1,24 | 1 076 | −1,01 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 6 318 | −46,28 | 593 | −46,14 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 60 904 | −1,44 | 5 717 | −1,21 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 262 | −3,29 | 494 | −3,14 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 68 473 | −4,19 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 30 325 | −0,81 | 2 847 | −0,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 43 897 | −63,17 | 4 121 | −61,07 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 2 189 | −13,75 | 205 | −13,50 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 37 793 | −0,90 | 3 548 | −0,67 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3 213 | −1,20 | 302 | −0,99 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 36 218 | −6,00 | 3 400 | −5,79 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 304 | −2,23 | 498 | −2,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 583 488 | −4,40 | 993 472 | −4,19 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7 915 | −19,18 | 743 | −19,08 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 68 268 | −0,50 | 6 408 | −0,26 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 637 | −77,89 | 998 | 14,47 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 255 666 | −4,40 | 23 999 | −4,18 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 213 | −5,08 | 302 | −5,05 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 23 930 | −56,27 | 2 246 | −56,18 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 838 | −93,23 | 361 | −93,07 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135 670 | −5,02 | 12 735 | −4,81 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 16 968 | −1,53 | 1 589 | 3,92 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 725 | −11,15 | 256 | −11,15 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 320 | −39,11 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 10 373 | −1,21 | 974 | −1,02 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 881 287 | −14,04 | 82 726 | −13,85 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 338 | −5,32 | 32 | −6,06 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 72 000 | −5,26 | 6 733 | −6,33 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 24 934 | −35,10 | 2 341 | −34,96 | ||||
| 2025-05-13 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 6 614 | −1,21 | 611 | −1,77 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 19 269 | −2,02 | 1 809 | −1,85 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 5 568 | −23,93 | 523 | −23,80 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 3 225 | −49,09 | 303 | −49,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 497 468 | −3,74 | 46 697 | −3,53 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 26 472 | −38,96 | 2 485 | −38,83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 45 742 | −1,36 | 4 294 | −1,15 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 146 | −8,60 | 295 | −8,39 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 13 193 | −8,98 | 1 238 | −8,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29 218 | −1,76 | 2 743 | −1,54 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3 562 314 | −5,14 | 334 394 | −4,93 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 33 281 | −1,21 | 3 124 | −0,98 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 574 | −4,77 | 335 | −4,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 003 | −6,49 | 470 | −6,39 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7 858 | −14,40 | 738 | −14,20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10 782 | −0,43 | 1 012 | −0,20 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 172 072 | −5,99 | 16 152 | −5,78 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 29 011 | −2,04 | 2 722 | −1,84 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 4 418 | −0,34 | 415 | −0,24 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 48 745 | −8,42 | 4 576 | −8,22 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 508 | −4,96 | 236 | −4,86 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11 | −50,00 | 1 | −50,00 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 132 198 | −3,30 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 3 976 | −43,98 | 372 | −43,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 240 616 | −8,99 | 22 587 | −8,78 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 61 347 | −4,87 | 5 759 | −4,65 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 49 825 | −2,77 | 4 677 | −2,54 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 54 908 | −10,19 | 5 154 | −9,99 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 159 | −4,43 | 203 | −4,27 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 344 233 | −2,99 | 32 313 | −2,77 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 158 | −1,78 | 109 | −1,82 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28 894 | −7,70 | 2 712 | −7,47 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 76 993 | −4,21 | 7 227 | −3,99 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 7 291 | −7,62 | 684 | −7,44 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 557 | −80,67 | 709 | −80,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50 877 | −0,86 | 4 776 | −0,65 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2 304 | −98,17 | 216 | −98,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80 682 | −1,70 | 7 575 | −1,47 | ||||
| 2025-08-07 | 13F | Nwam Llc | 30 566 | −3,10 | 2 859 | −3,25 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3 562 314 | −5,14 | 334 394 | −4,93 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5 079 | −33,46 | 477 | −33,33 | ||||
| 2025-08-11 | 13F | Eq Llc | 6 902 | −35,57 | 648 | −35,49 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 24 897 | −2,25 | 2 337 | −2,01 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 142 486 | −4,79 | 13 375 | −4,58 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 253 542 | −1,38 | 23 800 | −1,16 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 854 | −5,49 | 456 | −5,41 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 994 | −0,60 | 750 | −0,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 84 757 | −66,62 | 7 968 | −66,49 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 53 079 | −2,71 | 4 983 | −2,49 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 98 004 | −5,78 | 9 200 | −5,57 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12 790 | −5,34 | 1 201 | −2,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20 500 | −24,35 | 1 924 | −24,19 | |||
| 2025-07-18 | 13F | Ewa, Llc | 12 658 | −10,80 | 1 188 | −10,61 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 8 288 | −1,07 | 778 | −0,89 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 13 973 | −19,71 | 1 312 | −19,52 | ||||
| 2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 86 569 | −6,77 | 8 126 | −6,55 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 35 522 | −3,36 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 736 | −6,95 | 69 | −6,76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37 859 | −2,11 | 3 554 | −1,91 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 25 837 | −1,40 | 2 425 | −1,18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 57 004 | −1,50 | 5 351 | −1,29 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 18 994 | −5,54 | 1 783 | −5,36 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 57 650 | −0,12 | 5 412 | 0,09 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 38 980 | −1,61 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2 423 | −5,79 | 227 | −5,42 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 38 914 | −0,61 | 3 645 | 4,83 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2 922 | −0,27 | 274 | 0,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 128 541 | −4,91 | 12 066 | −4,69 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 101 023 | −3,44 | 9 483 | −3,21 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 390 | −1,17 | 318 | −0,93 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 400 | −39,31 | 412 | −35,93 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 10 580 | −2,40 | 993 | −2,17 | ||||
| 2025-05-12 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 13 324 | −29,83 | 1 251 | −24,79 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 38 420 | −1,34 | 3 606 | −1,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 284 803 | −0,98 | 26 735 | −0,76 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 19 494 | −0,67 | 1 830 | −0,49 | ||||
| 2025-04-23 | 13F | Moran Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 362 | −2,16 | 34 | 3,13 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 46 339 | −1,33 | 4 350 | −1,11 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 731 | −3,02 | 256 | −2,66 | ||||
| 2025-07-24 | 13F | Eastern Bank | 577 | −20,30 | 54 | −19,40 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 109 578 | −0,15 | 10 286 | 0,07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 53 535 | −30,41 | 5 008 | −30,51 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 7 285 | −5,51 | 684 | −5,27 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 3 659 | −4,61 | 343 | −4,46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 560 626 | −1,39 | 52 626 | −1,17 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15 997 | −4,36 | 1 502 | −4,15 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 322 | −7,67 | 593 | −7,49 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 167 403 | −15,85 | 15 709 | −12,12 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 2 763 | −25,00 | 259 | −24,93 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 5 531 | −40,53 | 519 | −40,41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 112 432 | −3,81 | 10 554 | −3,59 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 738 | −0,47 | 257 | 0,00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 48 154 | −5,31 | 4 520 | −5,10 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6 567 | −26,58 | 616 | −26,40 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17 892 | −1,31 | 1 680 | −1,12 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 895 | −9,08 | 366 | −8,98 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 359 795 | −1,48 | 33 774 | −1,26 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 10 650 | −0,01 | 1 000 | 4,28 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 15 681 | −3,69 | 1 472 | −3,48 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 23 689 | −7,70 | 2 224 | −7,45 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 212 | −95,07 | 583 | −95,06 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 44 802 | −18,62 | 4 206 | −18,44 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 42 173 | −4,01 | 3 945 | 1,34 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14 798 | −9,06 | 1 | 0,00 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 18 860 | −1,79 | 1 770 | −1,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 61 645 | −2,08 | 5 787 | −1,87 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 14 169 | −0,86 | 1 330 | −0,60 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25 008 | −1,13 | 2 345 | −0,80 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 11 350 | −43,81 | 1 065 | −43,68 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 74 791 | −0,03 | 7 021 | 0,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 678 845 | −1,74 | 63 723 | −1,52 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 2 843 | −7,18 | 267 | −6,99 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 67 358 | −0,40 | 6 323 | −0,19 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 140 216 | −0,30 | 13 004 | 1,71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 104 | −1,66 | 3 389 | −1,43 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 24 545 | −0,36 | 2 304 | −0,13 | ||||
| 2025-07-09 | 13F | Exchange Bank | 6 300 | −1,56 | 591 | −1,34 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 20 649 | −5,18 | 1 938 | −4,95 | ||||
| 2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 3 133 | −38,57 | 293 | −38,57 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 139 642 | −0,55 | 13 164 | 0,10 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 115 938 | −1,15 | 10 883 | −0,92 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 194 616 | −0,61 | 18 269 | −0,38 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 6 470 | −2,15 | 607 | −1,94 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 43 766 | −0,32 | 4 108 | −0,10 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 923 | −43,70 | 274 | −43,62 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 13 783 | −0,24 | 1 294 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11 326 | −78,21 | 1 063 | −78,17 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 018 | −8,56 | 847 | −8,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 58 485 | −2,45 | 5 490 | −2,24 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 510 | −1,16 | 48 | −2,08 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 19 213 | −4,33 | 1 781 | −5,37 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 45 174 | −0,17 | 4 240 | 0,07 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 529 | −6,61 | 237 | −6,32 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3 349 | −19,71 | 314 | −19,49 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 440 | −0,59 | 698 | −0,29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 40 484 | −0,06 | 3 800 | 0,18 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 18 | −96,00 | 2 | −97,62 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 2 681 | −1,79 | 252 | −1,57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67 532 | −35,91 | 6 | −33,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 459 821 | −5,20 | 512 513 | −4,99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 183 380 | −27,85 | 17 214 | −27,69 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 8 982 | −4,03 | 843 | −3,77 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 427 | −13,99 | 1 636 | −13,81 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10 384 | −34,17 | 975 | −34,06 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 407 | −2,04 | 226 | −2,17 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 30 433 | −2,84 | 2 857 | −2,63 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10 812 | −0,05 | 1 015 | 0,10 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 1 099 487 | −0,74 | 103 209 | −0,51 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | −48,64 | 32 | −50,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3 090 | −8,28 | 290 | −7,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 43 537 | −3,21 | 4 087 | −2,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30 493 | −7,12 | 2 862 | −6,90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 036 | −0,22 | 473 | 0,00 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 1 304 692 | −6,48 | 122 471 | −6,27 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 10 679 | −26,99 | 1 002 | −26,81 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 447 | −47,54 | 2 | −50,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 99 471 | −0,68 | 9 337 | −0,44 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | −97,99 | 24 | −98,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 938 | −51,25 | 0 | |||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 115 540 | −1,70 | 10 846 | −1,48 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 35 999 | −2,90 | 3 379 | −2,68 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 11 143 | −3,88 | 1 046 | −3,69 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 189 | −0,91 | 205 | −0,49 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 5 800 | −82,10 | 544 | −82,07 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 7 535 | −0,03 | 707 | 0,28 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Graham Capital Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 21 039 | −6,78 | 1 975 | −6,58 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 341 | −5,43 | 591 | −5,59 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 25 831 | −0,17 | 2 425 | 0,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 27 644 | −6,50 | 2 595 | −6,32 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 26 301 | −0,68 | 2 469 | −0,48 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 5 195 | −39,12 | 488 | −39,05 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 2 185 | −18,95 | 205 | −18,65 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 3 373 | −7,59 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 007 | −47,36 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 52 006 | −14,07 | 4 902 | −10,83 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10 165 | −11,24 | 1 124 | 4,95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 253 435 | −6,34 | 23 790 | −6,13 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 155 749 | −2,96 | 14 620 | −2,73 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 5 358 | −3,65 | 503 | −3,46 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 34 680 | −30,01 | 3 255 | −29,18 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 38 029 | −0,85 | 3 570 | −0,64 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 927 795 | −5,58 | 87 092 | −5,36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 3 632 | −5,22 | 341 | −5,03 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 109 | −6,03 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 3 345 | −34,64 | 314 | −34,66 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 51 | −98,94 | 5 | −99,11 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 20 790 | −12,94 | 1 952 | −12,75 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 215 522 | −1,99 | 20 231 | −1,77 | ||||
| 2025-08-07 | 13F | Commerce Bank | 38 456 | −3,57 | 3 610 | −3,35 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 8 298 | −8,93 | 779 | −8,79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 958 | −0,81 | 1 029 | −0,58 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 73 609 | −1,41 | 6 910 | −1,19 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 2 681 | −17,13 | 252 | −16,89 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 5 600 | −1,75 | 526 | −1,50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 40 196 | −9,59 | 3 773 | −9,37 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 696 374 | −2,71 | 1 285 679 | −2,49 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 8 392 | −0,62 | 788 | −0,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 59 749 | −0,83 | 5 609 | −0,60 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 15 266 | −0,38 | 1 433 | −0,14 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 698 | −10,13 | 347 | −9,87 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 891 | −2,96 | 741 | −2,76 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3 647 | −0,41 | 342 | 0,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 355 | −4,07 | 221 | −3,49 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 7 923 | −1,97 | 744 | −1,72 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23 382 | −0,57 | 2 195 | −0,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 96 822 | −0,63 | 9 089 | −0,41 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 359 | −1,37 | 34 | −2,94 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 348 | −18,35 | 127 | −18,18 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 5 832 | −2,21 | 547 | −1,97 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 8 424 | −2,98 | 791 | −2,83 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3 447 | −23,04 | 324 | −22,91 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 33 600 | −3,90 | 3 154 | −3,70 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17 795 | −7,46 | 1 670 | −7,27 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5 977 | −26,70 | 561 | −26,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6 701 | −51,55 | 629 | −51,43 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 650 | −9,63 | 530 | −9,40 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 232 719 | −15,80 | 21 845 | −15,61 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3 064 | −0,03 | 288 | 0,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 17 003 | −0,23 | 1 603 | 3,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 441 028 | −5,80 | 135 269 | −5,59 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1 176 869 | −1,47 | 110 473 | −1,25 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 488 | −25,04 | 703 | −24,92 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 436 | −0,65 | 228 | −0,44 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 16 982 | −0,79 | 1 594 | −0,56 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 435 | −15,39 | 229 | −15,24 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 2 235 | −0,22 | 210 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 15 297 | −4,35 | 1 436 | −4,14 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 63 573 | −51,31 | 5 968 | −51,20 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2 262 | −16,00 | 212 | −15,87 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 32 318 | −17,43 | 3 034 | −17,24 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 8 501 | −0,34 | 798 | −0,13 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 106 225 | −0,29 | 9 971 | −0,06 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 180 | −56,10 | 17 | −57,89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 45 071 | −2,31 | 4 231 | −2,11 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 408 | −0,49 | 977 | −0,31 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2 267 | −8,14 | 213 | −8,23 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 17 916 | −0,60 | 1 682 | −0,41 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 43 093 | −1,80 | 4 045 | −1,58 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 205 188 | −0,85 | 113 131 | −0,63 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4 909 | −0,20 | 459 | −0,43 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14 213 | −0,75 | 1 334 | −0,52 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 298 | −14,61 | 28 | −15,62 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 50 530 | −0,62 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17 933 | −0,82 | 1 663 | 7,71 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 916 | −3,23 | 743 | −3,00 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 6 750 | −7,11 | 634 | −6,91 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 765 | −1,62 | 166 | −1,79 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 78 252 | −1,96 | 7 346 | −1,74 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 39 413 | −1,02 | 3 700 | −0,80 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 121 739 | −48,61 | 105 298 | −48,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 555 | −3,31 | 1 | |||||
| 2025-04-11 | 13F | LPF Advisors LLC | 8 633 | −0,07 | 809 | 5,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 723 | −0,55 | 68 | −1,47 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 17 359 | −0,89 | 1 629 | −0,67 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 3 402 | −5,21 | 319 | −5,06 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 18 320 | −8,45 | 1 720 | −8,27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 112 | −13,87 | 480 | −13,69 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3 465 922 | −2,55 | 325 346 | −2,33 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 864 | −2,59 | 926 | −2,43 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 321 | −0,90 | 312 | −0,64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 176 246 | −28,17 | 16 544 | −28,01 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 74 586 | −21,47 | 7 001 | −21,29 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 3 631 | −0,85 | 340 | 3,04 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 197 032 | −7,89 | 112 | −7,44 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 753 | −4,48 | 352 | 1,15 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 33 110 | −4,19 | 3 108 | −3,96 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 2 944 | −2,71 | 276 | −2,47 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 942 | −5,53 | 2 905 | −5,31 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5 168 | −1,11 | 485 | −0,82 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 2 628 | −73,72 | 247 | −73,72 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 848 607 | −7,46 | 79 659 | −7,25 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2 488 | −12,92 | 230 | −13,86 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 8 196 | −20,09 | 765 | −20,42 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 6 602 | −2,95 | 620 | −2,83 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 28 828 | −5,92 | 2 706 | −5,68 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 214 064 | −2,05 | 20 094 | −1,82 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 25 395 | −0,75 | 2 384 | −0,54 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 71 877 | −5,08 | 6 747 | −4,85 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 77 102 | −1,25 | 7 238 | −1,04 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 595 | −14,53 | 244 | −9,67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 55 020 | −0,97 | 5 165 | −0,75 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 245 | −80,86 | 398 | −79,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 131 306 | −20,84 | 106 206 | −20,67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 111 557 | −4,14 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 38 696 | −30,02 | 3 632 | −29,86 | ||||
| 2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3 948 | −0,23 | 371 | 0,00 | ||||
| 2025-04-18 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 820 | −65,43 | 77 | −63,81 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 136 092 | −2,96 | 12 775 | −2,74 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 34 429 | −6,96 | 3 232 | −6,75 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 350 | −3,57 | 221 | −3,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 40 372 | −2,18 | 3 790 | −1,97 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 418 | −4,93 | 502 | −6,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 224 | −11,25 | 209 | −11,11 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 173 | −18,61 | 204 | −18,80 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2 736 | −13,75 | 257 | −13,80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 639 | −14,76 | 248 | −14,53 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 73 246 | −6,96 | 6 876 | −6,75 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14 536 | −8,97 | 1 364 | −8,76 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 244 014 | −3,21 | 22 906 | 2,33 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 693 | −9,66 | 253 | −9,68 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 135 357 | −0,03 | 12 706 | 9,86 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 23 525 | −0,81 | 2 208 | −0,59 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14 680 | −0,45 | 1 378 | −0,22 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 78 967 | −2,54 | 7 413 | −2,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 823 869 | −33,11 | 77 337 | −32,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15 170 | −23,92 | 1 424 | −23,73 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 462 | −12,23 | 231 | −11,83 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 45 241 | −0,60 | 4 247 | −0,40 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 390 | −16,87 | 600 | −16,69 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 129 631 | −1,41 | 12 168 | −1,19 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 256 | −20,26 | 681 | −20,07 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 472 | −2,65 | 136 | −2,16 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 33 810 | −8,84 | 3 174 | −8,64 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4 751 | −7,55 | 446 | −7,48 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 33 946 | −35,18 | 3 186 | −35,05 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 3 208 | −2,02 | 300 | 3,45 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 59 010 | −3,75 | 5 539 | −3,54 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 191 125 | −4,44 | 17 941 | −4,23 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 132 924 | −6,25 | 12 478 | −6,05 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30 392 | −1,78 | 2 853 | −1,59 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 206 | −30,41 | 207 | −30,07 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 16 497 | −0,78 | 1 549 | −0,58 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 14 681 | −29,57 | 1 378 | −29,41 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 8 744 | −0,99 | 821 | −0,85 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 66 102 | −2,64 | 6 205 | −2,42 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 3 039 | −3,00 | 285 | −2,73 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 213 518 | −0,22 | 20 043 | 0,00 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 10 375 | −22,55 | 972 | −18,33 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7 092 | −1,05 | 666 | −0,89 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 16 168 | −2,74 | 1 518 | −2,51 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 21 068 | −0,15 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 5 088 | −13,10 | 478 | −12,96 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 71 139 | −36,40 | 6 678 | −36,26 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 18 467 | −0,63 | 1 730 | −0,63 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 214 385 | −1,72 | 20 124 | −1,49 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 14 529 | −6,01 | 1 364 | −5,81 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 59 784 | −0,96 | 5 612 | −0,73 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 50 635 | −51,26 | 4 753 | −51,15 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 8 474 | −10,15 | 795 | −9,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38 569 | −4,28 | 3 548 | −5,99 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1 400 | −0,85 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 12 243 | −4,54 | 1 149 | −1,03 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 372 | −9,43 | 223 | −9,39 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 201 810 | −3,84 | 18 871 | −4,92 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 2 404 | −17,90 | 226 | −17,88 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 12 402 | −2,15 | 1 164 | −1,94 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 199 698 | −4,37 | 18 746 | −4,15 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 14 762 | −23,43 | 1 386 | −23,27 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 881 287 | −14,04 | 82 726 | −13,85 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 888 | −29,04 | 270 | −29,40 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2 680 | −74,61 | 252 | −75,34 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 51 | −98,94 | 5 | −99,11 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 2 178 | −10,33 | 204 | −10,13 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 34 724 | −2,83 | 3 259 | −2,60 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 92 | −15,60 | 9 | −20,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 658 502 | −4,32 | 343 424 | −4,10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 724 | −7,63 | 443 | −7,52 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 2 695 | −96,93 | 253 | −96,94 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 4 595 | −2,17 | 431 | −1,82 | ||||
| 2025-09-22 | 13F | GatePass Capital, LLC | 6 250 | −10,07 | 587 | −9,85 | ||||
| 2025-08-14 | 13F | Maven Securities LTD | 2 600 | −84,16 | 244 | −84,11 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 910 | −6,08 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 790 | −1,47 | 1 388 | −1,21 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2 823 | −4,63 | 265 | −4,69 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 75 224 | −0,55 | 7 061 | −0,32 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 245 | −3,53 | 774 | −3,37 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 3 960 | −41,89 | 372 | −41,85 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 47 480 | −15,83 | 4 457 | −15,65 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 56 764 | −0,71 | 5 328 | −0,49 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 2 585 | −71,65 | 243 | −71,63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 104 561 | −0,87 | 9 760 | −1,21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 23 221 | −10,37 | 2 180 | −10,18 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 3 562 314 | −5,14 | 334 394 | −4,93 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 516 | −6,81 | 236 | −6,35 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 17 065 | −1,03 | 1 602 | −0,81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 765 468 | −4,66 | 71 854 | −4,45 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5 496 | −0,22 | 516 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 498 855 | −0,78 | 46 828 | −0,56 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6 017 | −4,33 | 565 | −4,24 | ||||
| 2025-04-28 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20 318 | −2,25 | 1 907 | −2,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 727 | −1,29 | 631 | −1,10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 29 687 | −57,40 | 2 787 | −55,58 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 15 822 | −21,71 | 1 485 | −21,51 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 313 896 | −5,99 | 29 465 | −5,78 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 107 385 | −63,19 | 9 959 | −62,51 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 038 | −4,42 | 4 134 | −4,22 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2 439 | −9,33 | 229 | −9,16 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 11 452 | −3,30 | 1 075 | −3,07 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 3 138 | −47,93 | 295 | −47,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16 833 | −25,46 | 1 580 | −25,30 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 796 | −5,41 | 356 | −5,07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 5 590 | −35,13 | 520 | −34,72 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 8 625 | −5,01 | 810 | −4,82 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 714 | −4,93 | 724 | −4,61 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 549 | −10,25 | 615 | −10,10 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 906 | −8,00 | 1 775 | −7,80 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 35 098 | −5,59 | 3 295 | −5,40 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class | 1 477 231 | −8,05 | 138 668 | −7,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 519 813 | −12,07 | 142 665 | −11,87 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 449 | −4,10 | 1 826 | −3,90 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175 389 | −8,09 | 16 464 | −7,89 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 21 560 | −0,93 | 2 024 | −0,74 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 48 675 | −1,20 | 4 559 | 4,21 | ||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 66 350 | −1,84 | 6 204 | 1,94 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 220 613 | −5,37 | 20 709 | −5,16 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 10 165 | −2,87 | 954 | −2,65 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 33 983 | −1,94 | 3 190 | −1,73 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 13 461 | −0,04 | 1 264 | 0,16 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 16 356 | −0,85 | 1 535 | −0,65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 461 | −13,65 | 231 | −13,16 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 15 674 | −2,18 | 1 471 | −1,87 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 388 | −25,95 | 36 | −26,53 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 27 869 | −17,15 | 2 616 | −16,95 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 828 | −12,10 | 359 | −12,01 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 35 111 | −5,96 | 3 296 | −5,78 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 14 011 | −20,69 | 1 315 | −20,50 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 6 496 | −91,37 | 610 | −91,36 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 42 164 | −18,67 | 3 958 | −18,50 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 8 344 | −8,54 | 783 | −8,31 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6 770 | −98,39 | 635 | −98,39 | ||||
| 2025-04-24 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4 579 | −11,43 | 430 | −11,36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 352 | −15,45 | 2 849 | −15,18 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 45 225 | −7,38 | 4 245 | −7,17 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 640 | −3,43 | 717 | −3,11 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 927 | −0,65 | 2 152 | 5,03 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 70 870 | −79,92 | 6 653 | −79,88 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21 691 | −1,26 | 2 036 | −1,02 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 814 | −2,46 | 358 | −2,19 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 48 734 | −0,03 | 4 575 | 0,20 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 143 | −5,85 | 108 | −4,42 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 36 156 | −21,75 | 3 394 | −21,59 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 38 000 | −4,28 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 443 | −7,99 | 323 | −7,71 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 79 513 | −2,08 | 7 428 | −2,31 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 21 827 | −17,25 | 2 049 | −17,09 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 89 225 | −2,30 | 8 376 | −2,08 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 62 771 | −4,95 | 5 892 | −4,74 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 293 | −32,02 | 28 | −32,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 88 181 | −5,51 | 8 278 | −0,10 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2 685 | −42,63 | 252 | −42,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 533 165 | −28,42 | 1 176 488 | −28,26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 175 | −55,58 | 16 | −55,56 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 121 516 | −0,76 | 11 407 | −0,53 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 751 | −5,72 | 258 | −5,49 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 13 153 | −1,78 | 1 235 | −0,72 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 11 143 | −0,94 | 1 046 | −0,66 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 16 437 | −1,39 | 1 485 | −4,87 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 701 | −71,26 | 66 | −68,14 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 979 | −5,73 | 1 500 | −5,55 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 931 | −5,41 | 369 | −5,14 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 81 697 | −0,94 | 7 669 | 0,26 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 107 828 | −5,44 | 10 122 | −5,23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 176 082 | −9,90 | 16 529 | −9,70 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 14 211 | −0,15 | 1 334 | 0,08 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 20 433 | −5,32 | 1 918 | −5,10 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 102 923 | −0,27 | 9 661 | 0,03 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 160 927 | −1,80 | 15 106 | −1,58 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 7 300 | −2,80 | 685 | −2,56 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 114 | −80,87 | 1 043 | −80,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 87 122 | −36,70 | 8 178 | −36,56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 390 | −8,41 | 412 | −8,04 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 420 | −19,23 | 39 | −18,75 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 47 355 | −1,86 | 4 444 | −1,66 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 23 131 | −0,74 | 2 171 | −0,50 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 249 | −4,00 | 399 | −3,86 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 13 719 | −4,93 | 1 288 | −4,74 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 560 | −23,85 | 522 | −23,72 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 9 821 | −6,56 | 922 | −6,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 429 929 | −10,82 | 321 968 | −10,62 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11 733 | −49,61 | 1 101 | −49,50 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 45 636 | −0,30 | 4 284 | −0,09 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 68 723 | −38,15 | 6 451 | −38,01 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 19 313 | −0,18 | 1 813 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17 099 | −3,85 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 47 693 | −8,14 | 4 477 | −7,94 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 36 833 | −1,50 | 3 457 | −1,28 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 48 745 | −7,16 | 4 595 | −6,66 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 7 846 | −21,43 | 737 | −21,28 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24 670 | −1,20 | 2 326 | 5,11 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 401 337 | −2,88 | 37 674 | −2,67 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 147 | −3,38 | 202 | −3,37 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 225 | −13,27 | 960 | −8,32 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 75 601 | −52,58 | 7 097 | −52,48 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 6 827 | −3,46 | 641 | −3,32 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 882 | −20,21 | 271 | −20,12 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 087 | −4,83 | 759 | −4,53 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 550 622 | −3,21 | 427 167 | −3,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | −75,52 | 3 | −76,92 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 198 | −3,17 | 582 | −3,01 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 374 660 | −0,88 | 35 169 | −0,65 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 10 203 | −23,37 | 958 | −23,26 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 7 485 | −10,73 | 703 | −10,57 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 11 796 | −0,26 | 1 087 | 4,22 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 48 774 | −1,84 | 4 578 | −1,61 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 4 409 | −5,22 | 414 | −5,06 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 91 785 | −0,21 | 8 616 | 0,01 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 429 | −29,49 | 228 | −29,50 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 143 | −11,63 | 1 587 | −12,61 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 38 700 | −3,51 | 3 633 | −3,30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 385 | −1,00 | 3 885 | −0,79 | ||||
| 2025-04-09 | 13F | Iowa State Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 23 671 | −8,39 | 2 222 | −8,22 | ||||
| 2025-05-13 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19 364 | −5,61 | 1 818 | −5,41 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 27 911 | −87,91 | 2 620 | −87,88 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 108 | −0,11 | 573 | 0,17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 239 832 | −0,51 | 22 513 | −0,28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 123 914 | −5,11 | 11 632 | −4,90 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 5 212 | −3,48 | 489 | −3,17 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2 884 | −19,64 | 271 | −19,64 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 20 805 | −0,71 | 1 953 | −0,51 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 402 | −20,87 | 38 | −21,28 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 676 | −12,71 | 157 | −12,29 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 362 898 | −2,72 | 34 065 | −2,50 | ||||
| 2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14 016 | −1,88 | 1 320 | −1,35 | ||||
| 2025-04-11 | 13F | Adamsbrown Wealth Consultants Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 197 | −12,37 | 112 | −11,81 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 4 242 | −9,07 | 399 | −8,72 |
