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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 240 396 | −2,99 | 13 597 | −4,74 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 17 877 | −3,65 | 1 043 | −1,88 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Foster & Motley Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 792 | −16,81 | 214 | −18,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38 829 | −60,28 | 2 196 | −61,01 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 31 605 | −4,23 | 1 788 | −5,95 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 99 849 | −1,53 | 5 647 | −3,30 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 129 551 | −10,32 | 7 327 | −11,94 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 658 | −82,77 | 207 | −82,65 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 659 | −23,06 | 433 | −24,43 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 122 500 | −40,68 | 6 929 | −41,75 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 10 104 | −18,69 | 571 | −20,14 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 3 597 | −2,36 | 203 | −4,25 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 71 839 | −9,02 | 4 063 | −10,66 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 6 772 | −10,27 | 383 | −11,75 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 201 | −3,02 | 294 | −4,55 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7 066 | −31,57 | 400 | −32,83 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 600 | −9,80 | 265 | −9,59 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20 333 | −2,88 | 1 150 | −4,56 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 12 921 | −0,97 | 731 | −2,80 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 538 | −0,40 | 596 | −2,13 | ||||
| 2025-08-14 | 13F | State Street Corp | 17 400 | −53,85 | 984 | −54,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74 949 | −1,86 | 4 239 | −3,64 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 006 | −5,32 | 227 | −7,00 | ||||
| 2025-04-11 | 13F | City State Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | SFREX - Schwab Fundamental Global Real Estate Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 330 | −89,42 | 19 | −90,32 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 19 380 | −9,71 | 1 096 | −11,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 100 | −49,24 | 6 | −54,55 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 99 000 | −37,46 | 5 599 | −38,59 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 430 | −4,83 | 477 | −6,67 | ||||
| 2025-04-15 | 13F | School Employees Retirement Board Of Ohio | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 15 255 | −0,29 | 863 | −2,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4 500 | −10,86 | 252 | −13,10 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 502 | −75,98 | 255 | −76,46 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 116 372 | −14,34 | 6 582 | −15,87 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 25 661 | −18,45 | 1 451 | −19,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9 416 | −44,80 | 533 | −45,82 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 852 126 | −2,20 | 161 316 | −3,96 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8 791 | −92,80 | 497 | −92,93 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 36 170 | −1,80 | 2 046 | −3,58 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 691 | −13,09 | 378 | −14,67 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 18 297 | −0,16 | 1 035 | −1,99 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 31 210 | −25,66 | 1 765 | −27,01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 103 500 | −81,61 | 6 | −84,85 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 14 679 | −25,65 | 830 | −27,00 | ||||
| 2025-08-25 | NP | OIOIX - AXS Income Opportunities Fund Class I | 99 000 | −37,46 | 5 599 | −38,59 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 17 741 | −3,01 | 1 003 | −4,75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 703 | −89,48 | 96 | −89,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 415 | −17,10 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 582 | −6,05 | 485 | −7,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9 815 | −20,09 | 555 | −21,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 569 | −66,07 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 434 | −38,61 | 477 | −39,70 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 172 | −36,56 | 352 | −37,32 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 158 978 | −12,02 | 8 992 | −13,61 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 4 048 | −0,07 | 229 | −2,15 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 975 | −30,60 | 677 | −31,82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259 | −1,15 | 0 | |||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 41 037 | −7,28 | 2 321 | −8,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 566 | −64,30 | 202 | −65,04 | ||||
| 2025-04-14 | 13F | Panoramic Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-26 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 51 773 | −20,38 | 2 995 | −22,99 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10 672 | −3,81 | 604 | −5,63 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54 670 | −19,05 | 3 092 | −20,51 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 71 167 | −43,11 | 4 025 | −44,14 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 204 | −7,61 | 351 | −9,33 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2 | −60,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 197 182 | −9,48 | 11 153 | −11,11 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis | 8 966 | −5,44 | 500 | −8,09 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3 044 | −0,52 | 172 | −2,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 23 716 | −1,74 | 1 366 | −1,23 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 30 446 | −24,54 | 1 722 | −25,13 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 19 403 | −49,87 | 1 097 | −50,79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 29 797 | −4,91 | 1 685 | −6,60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 294 | −8,10 | 73 | −9,88 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 892 | −40,58 | 446 | −41,62 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 215 | −22,24 | 1 935 | −23,64 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 3 574 | −23,39 | 202 | −24,63 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 6 774 | −0,75 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 22 800 | −36,78 | 1 290 | −37,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 837 | −48,09 | 104 | −49,26 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 697 | −14,26 | 209 | −15,73 | ||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10 299 | −53,72 | 576 | −52,20 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 23 279 | −61,26 | 1 317 | −61,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 511 089 | −11,66 | 28 907 | −13,25 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 24 541 | −10,58 | 1 400 | −11,39 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 59 044 | −3,14 | 3 340 | −4,90 | ||||
| 2025-05-12 | 13F | Integrity Financial Corp /WA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 264 940 | −4,61 | 14 985 | −6,33 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 18 024 | −0,36 | 1 019 | −2,11 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 181 435 | −0,50 | 10 262 | −2,30 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 236 | −21,33 | 13 | −23,53 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 48 525 | −8,27 | 2 745 | −9,91 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 1 176 | −75,99 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 208 052 | −6,01 | 11 767 | −7,71 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 151 094 | −1,85 | 8 546 | −3,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 659 175 | −1,42 | 5 791 | −84,97 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 158 | −4,82 | 9 | −11,11 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 459 | −2,17 | 252 | −3,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 12 560 | −0,92 | 710 | −2,74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 614 | −4,66 | 35 | −8,11 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 134 552 | −57,52 | 7 610 | −58,29 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 328 | −63,80 | 18 | −64,71 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 279 741 | −34,90 | 15 822 | −36,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Mkd Wealth Coaches, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 909 | −5,49 | 221 | −7,14 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 403 909 | −2,32 | 22 845 | −4,09 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 536 | −2,42 | 539 | −4,09 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 573 608 | −0,64 | 90 640 | −0,13 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 71 352 | −12,92 | 4 036 | −14,49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 143 | −5,19 | 743 | −6,89 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 932 | −25,50 | 222 | −26,97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Capital Advisors, Ltd. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8 297 | −32,68 | 469 | −33,85 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 158 520 | −7,25 | 8 966 | −8,93 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 169 245 | −2,05 | 9 572 | −3,82 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 78 865 | −3,38 | 4 461 | −5,13 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 336 | −25,50 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 512 429 | −0,86 | 28 983 | −2,65 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 6 043 | −44,56 | 342 | −45,61 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 16 418 | −0,96 | 929 | −2,73 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 585 | −0,45 | 1 334 | −2,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 106 061 | −2,49 | 6 | −16,67 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 6 850 | −11,27 | 387 | −12,84 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 9 420 | −72,92 | 533 | −73,45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 10 862 | −3,42 | 614 | −5,10 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 050 | −16,49 | 229 | −17,92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 510 497 | −7,61 | 28 874 | −9,28 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 10 537 | −27,29 | 596 | −28,66 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 993 | −10,60 | 452 | −12,23 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34 921 | −5,55 | 1 975 | −7,23 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 80 754 | −5,64 | 4 567 | −7,34 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 4 890 | −42,54 | 274 | −44,51 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 999 | −0,45 | 576 | 3,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 382 | −29,18 | 1 096 | −30,46 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 48 000 | −35,40 | 2 715 | −36,57 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 24 401 | −3,60 | 1 373 | 4,26 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 160 | −32,83 | 235 | −33,99 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 138 | −62,50 | 8 | −66,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 62 258 | −36,15 | 3 521 | −37,30 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 20 523 | −0,11 | 1 161 | 9,64 |
