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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 37 913 | −3,23 | 10 500 | 6,45 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 41 074 | −0,39 | 11 375 | 9,58 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 91 | −22,88 | 25 | −13,79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 830 | −3,43 | 507 | 6,08 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6 260 | −3,08 | 1 734 | 6,58 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 494 | −13,34 | 414 | −4,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 680 936 | −2,53 | 188 578 | 7,21 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 509 | −0,95 | 695 | 8,95 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 352 | −73,47 | 97 | −70,96 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 2 061 | −2,55 | 571 | 7,14 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 80 143 | −4,98 | 22 | 4,76 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 272 | −0,47 | 1 183 | 9,44 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 285 | −2,21 | 356 | 7,58 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2 903 | −5,10 | 804 | 4,29 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 5 813 | −3,42 | 1 610 | 6,20 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1 368 | −74,13 | 379 | −71,60 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 276 | −33,81 | 76 | −26,92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 69 882 | −2,21 | 19 353 | 7,56 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 931 | −25,46 | 0 | |||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1 443 | −4,12 | 400 | 5,28 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 904 | −1,19 | 1 912 | 8,64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 364 162 | −2,38 | 100 852 | 7,38 | ||||
| 2025-04-28 | 13F | Moody Lynn & Lieberson, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 54 722 | −3,35 | 15 | 7,14 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 88 749 | −1,82 | 24 615 | 8,16 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 8 019 | −61,32 | 2 221 | −57,46 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 21 618 | −0,19 | 5 987 | 9,79 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 766 | −0,50 | 1 043 | 9,45 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2 715 | −5,89 | 752 | 3,44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27 932 | −26,98 | 7 736 | −19,87 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 11 781 | −48,82 | 3 263 | −43,71 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 296 | −1,29 | 359 | 8,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 54 415 | −4,66 | 15 | 7,14 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 3 702 | −14,46 | 1 025 | −5,88 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 280 | −1,16 | 355 | 8,90 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1 044 | −11,75 | 289 | −2,69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 11 735 | −9,17 | 3 250 | −0,09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51 460 | −28,59 | 14 251 | −21,45 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 6 227 | −0,24 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 940 | −2,35 | 5 522 | 7,43 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4 607 | −3,42 | 1 276 | 6,25 | ||||
| 2025-08-05 | 13F | Burney Co/ | 800 | −23,81 | 221 | −16,29 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 995 | −3,68 | 275 | 5,77 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 298 | −36,31 | 360 | −30,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 300 | −83,33 | 360 | −81,66 | |||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 54 883 | −7,47 | 15 199 | 16,60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 524 | −86,85 | 699 | −85,56 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 842 | −1,52 | 233 | 8,37 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 724 | −68,49 | 200 | −65,40 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 744 | −10,36 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 37 842 | −13,86 | 10 480 | −5,24 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 237 | −6,00 | 343 | 3,32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 914 | −5,05 | 1 915 | 4,42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 628 | −29,49 | 5 436 | −30,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 416 | −6,47 | 1 | |||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 959 | −1,34 | 266 | 8,61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 039 | −1,25 | 1 949 | 8,64 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6 824 | −3,68 | 1 887 | 5,77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 26 540 | −0,61 | 7 350 | 9,33 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3 769 | −0,29 | 1 044 | 9,67 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1 606 | −2,37 | 445 | 7,25 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 38 551 | −0,11 | 10 676 | 9,87 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 1 083 | −87,85 | 300 | −86,68 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3 482 | −0,40 | 964 | |||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 1 132 | −5,03 | 313 | 4,33 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 80 703 | −0,45 | 22 350 | 9,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443 257 | −4,31 | 122 755 | 5,25 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 527 | −0,62 | 977 | 21,70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 511 | −9,83 | 6 234 | −0,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15 342 | −3,49 | 4 249 | 6,15 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 39 | −50,63 | 11 | −47,37 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 470 | −0,88 | 407 | 9,12 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9 618 | −64,85 | 2 664 | −61,35 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 138 | −6,95 | 315 | 2,61 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3 621 | −16,78 | 1 003 | −8,49 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46 761 | −3,27 | 12 950 | 6,39 | ||||
| 2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28 893 | −3,66 | 8 002 | 5,97 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2 544 | −58,28 | 705 | −54,14 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 261 | −16,41 | 903 | −8,15 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2 770 | −2,77 | 767 | 6,97 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 677 | −14,70 | 464 | −6,07 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2 482 | −1,08 | 687 | 8,87 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 897 | −74,55 | 249 | −72,04 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 429 | −9,23 | 673 | −0,15 | ||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 601 | −4,13 | 720 | 5,42 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 38 842 | −53,40 | 10 757 | −48,74 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 062 | −11,61 | 848 | −2,87 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 547 | −2,15 | 429 | 7,54 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 | −65,52 | 3 | −71,43 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 757 | −7,68 | 210 | 1,46 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 15 558 | −1,24 | 4 309 | 8,62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 164 | −73,51 | 45 | −70,97 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27 573 | −8,39 | 7 636 | 0,77 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 210 | −4,72 | 334 | 5,70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 255 | −2,94 | 350 | 7,69 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 106 | −41,11 | 29 | −42,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9 500 | −28,45 | 2 631 | −21,30 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2 151 | −3,84 | 596 | 5,68 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7 298 | −2,63 | 2 021 | 7,16 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 4 040 | −12,69 | 1 119 | −3,95 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 18 408 | −58,25 | 5 098 | −54,09 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 378 | −7,13 | 105 | 1,96 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1 464 | −2,20 | 405 | 7,71 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 899 | −5,77 | 249 | 3,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 104 | −4,25 | 306 | 5,17 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 178 | −7,64 | 880 | 1,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 585 | −22,05 | 11 | −15,38 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 4 259 | −4,83 | 1 186 | 4,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 517 | −1,60 | 1 805 | 8,28 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1 287 | −3,81 | 356 | 5,95 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 684 | −0,73 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 112 671 | −2,64 | 31 203 | 7,09 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 16 863 | −0,63 | 4 670 | 9,29 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 1 194 | −5,61 | 330 | 3,13 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 995 | −9,05 | 276 | 0,00 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 3 284 | −15,84 | 909 | −7,43 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 098 | −15,63 | 858 | −7,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 353 707 | −1,26 | 98 | 7,78 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 23 027 | −0,59 | 6 377 | 9,34 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 11 903 | −52,60 | 3 296 | −47,86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1 429 | −9,10 | 396 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 1 393 | −5,69 | 386 | 3,77 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 753 | −30,33 | 1 316 | −23,35 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 990 | −11,92 | 274 | −2,84 | ||||
| 2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7 220 | −7,26 | 1 999 | 1,99 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 601 | −11,09 | 166 | −2,35 | ||||
| 2025-07-07 | 13F | Trust Co | 4 051 | −6,18 | 1 122 | 3,13 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3 860 | −9,39 | 1 069 | −0,37 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 1 072 | −1,29 | 297 | 8,42 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15 929 | −12,73 | 4 411 | −4,00 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 1 349 | −9,52 | 374 | −0,53 | ||||
| 2025-04-21 | 13F | Riverbridge Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 109 | −2,91 | 1 348 | 8,28 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1 229 | −0,57 | 340 | 9,32 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2 477 | −40,04 | 686 | −34,13 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 6 174 | −9,41 | 1 710 | −3,77 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 149 | −13,87 | 41 | −4,65 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 974 | −4,50 | 547 | 5,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 120 455 | −0,27 | 33 359 | 9,70 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 321 | −45,21 | 366 | −39,87 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 11 481 | −0,86 | 3 180 | 9,06 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 1 130 | −38,22 | 313 | −32,17 | ||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 810 | −42,31 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 265 | −1,38 | 2 566 | 8,46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 128 | −5,09 | 4 190 | 4,41 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 93 198 | −0,46 | 25 850 | 9,66 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 144 | −12,20 | 40 | −4,88 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 29 | −77,52 | 8 | −75,00 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 325 | −2,14 | 334 | −12,14 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 160 | −21,37 | 598 | −13,46 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 5 931 | −58,03 | 1 643 | −53,85 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25 467 | −2,07 | 7 053 | 7,71 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2 115 | −13,85 | 586 | −5,34 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 3 672 | −0,54 | 1 017 | 9,36 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 982 | −9,06 | 826 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 399 | −47,98 | 110 | −43,01 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 004 | −1,76 | 278 | 7,78 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 13 756 | −2,40 | 3 810 | 7,02 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 1 135 | −25,67 | 314 | −18,23 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1 159 | −33,39 | 321 | −26,94 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 15 846 | −12,32 | 4 388 | −3,54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 358 | −26,49 | 99 | −18,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 842 | −2,44 | 788 | 7,37 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 396 | −19,02 | 110 | −11,38 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 830 | −2,58 | 230 | 7,01 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 753 | −30,33 | 1 316 | −23,35 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 482 | −2,31 | 410 | 7,61 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2 476 | −0,80 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 6 588 | −10,01 | 1 824 | −1,03 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 16 953 | −4,04 | 4 695 | 5,55 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 38 433 | −2,02 | 10 644 | 7,77 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 12 024 | −1,18 | 3 354 | 111 700,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 788 | −16,90 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 465 | −82,77 | 406 | −81,07 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 | −50,00 | 3 | −60,00 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 380 | −9,85 | 3 152 | −0,85 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 16 518 | −1,73 | 4 575 | 8,11 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 5 433 | −0,86 | 1 505 | 9,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 403 922 | −2,69 | 111 539 | 6,85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | −53,25 | 22 | −50,00 | ||||
| 2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 10 322 | −84,04 | 2 599 | −85,66 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 877 | −4,57 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6 634 | −4,75 | 1 837 | 4,79 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2 154 | −27,77 | 597 | −20,53 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 27 | −83,64 | 0 | |||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 581 | −2,53 | 438 | 7,11 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 161 | −13,44 | 45 | −2,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 54 695 | −4,14 | 15 147 | 5,44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 622 | −16,65 | 449 | −8,18 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 266 | −1,48 | 351 | 8,36 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21 725 | −12,67 | 6 017 | −3,94 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 49 | −77,21 | 14 | −75,93 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 369 | −13,18 | 102 | −4,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 103 | −12,79 | 781 | −21,59 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 996 | −7,00 | 276 | 2,60 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 758 | −28,63 | 210 | −21,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 145 | −16,67 | 40 | −6,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 887 | −23,48 | 1 076 | −15,81 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1 622 | −12,84 | 449 | −4,06 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 5 695 | −0,23 | 1 577 | 9,74 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 4 078 | −59,24 | 1 129 | −55,16 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 4 195 | −1,73 | 1 162 | 8,10 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 176 481 | −0,11 | 48 889 | 9,88 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1 251 | −43,85 | 358 | −36,36 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3 423 | −8,43 | 948 | 0,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 730 | −15,28 | 478 | −7,56 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 18 366 | −1,33 | 5 086 | 8,54 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 3 408 | −0,73 | 944 | 9,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134 684 | −2,33 | 37 301 | 7,44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 7 747 | −40,75 | 2 145 | −34,82 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 9 382 | −1,47 | 2 598 | 8,39 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1 611 | −0,98 | 446 | 9,05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 858 | −2,88 | 1 626 | 7,11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3 160 | −1,53 | 885 | 9,54 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 820 | −4,76 | 504 | 4,78 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 311 | −91,87 | 86 | −91,07 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 1 897 | −2,57 | 526 | 7,14 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Graypoint LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 25 510 | −4,28 | 7 075 | 5,46 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4 153 | −36,73 | 1 150 | −31,14 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 748 | −2,60 | 207 | 7,25 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 726 | −1,32 | 478 | 8,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3 402 | −1,08 | 942 | 8,53 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 379 | −14,82 | 382 | −6,14 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4 072 | −11,88 | 1 128 | −3,10 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 4 538 | −14,64 | 1 276 | −4,63 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 621 | −2,90 | 1 852 | 14,83 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7 687 | −5,12 | 2 129 | 4,36 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 215 | −4,87 | 60 | 5,36 | ||||
| 2025-05-13 | 13F | Garrison Point Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 7 407 | −1,87 | 2 051 | 7,95 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 60 476 | −1,50 | 16 748 | 8,35 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 346 | −1,39 | 373 | 8,45 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12 670 | −0,44 | 3 509 | 9,49 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1 873 | −0,53 | 519 | 9,28 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11 339 | −0,81 | 3 140 | 9,10 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 565 | −1,99 | 730 | 12,14 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 7 579 | −0,25 | 2 099 | 9,73 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 021 | −22,06 | 283 | −14,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29 090 | −9,22 | 8 056 | −0,14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 853 | −28,43 | 513 | −21,20 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 428 | −10,00 | 949 | −1,04 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 882 | −51,08 | 244 | −46,14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 611 559 | −23,82 | 169 365 | −16,21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 168 | −4,16 | 1 154 | 5,39 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 1 875 | −21,32 | 519 | −13,36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 866 190 | −2,01 | 239 883 | 7,78 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14 681 | −0,35 | 4 066 | 9,60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 341 | −11,91 | 5 079 | −3,09 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 2 849 | −0,97 | 789 | 8,98 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 504 | −1,88 | 693 | 7,94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 29 919 | −0,24 | 8 286 | 9,72 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 149 | −0,93 | 1 703 | 8,96 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 279 | −8,89 | 908 | 0,22 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 541 | −54,35 | 150 | −50,00 | ||||
| 2025-04-25 | 13F | MorganRosel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20 126 | −0,90 | 5 574 | 9,00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 3 164 | −93,59 | 876 | −92,95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 519 | −13,45 | 422 | 3,44 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 6 230 | −2,09 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 1 527 | −61,83 | 423 | −58,09 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1 702 | −14,99 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 49 004 | −1,47 | 12 338 | −11,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 550 | −13,70 | 1 814 | −5,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 7 345 | −57,09 | 2 034 | −52,80 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 139 346 | −0,49 | 38 591 | 9,45 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2 114 | −12,21 | 585 | −3,47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 512 | −21,41 | 1 527 | −13,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32 621 | −5,65 | 9 034 | 3,79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 2 483 | −5,91 | 688 | 3,46 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1 750 | −47,08 | 485 | −41,83 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 17 856 | −1,31 | 4 945 | 8,56 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 282 | −7,16 | 909 | 2,02 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10 530 | −0,58 | 2 916 | 9,38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 510 | −12,65 | 2 080 | −3,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 18 880 | −5,84 | 5 229 | 3,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 461 | −0,24 | 5 389 | 9,22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 767 | −8,14 | 218 | 5,31 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4 | −95,40 | 1 | −95,24 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3 895 | −5,32 | 1 079 | 4,15 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 57 801 | −0,51 | 16 007 | 9,43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8 694 | −42,19 | 2 408 | −36,42 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 2 541 | −3,46 | 704 | 6,19 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 219 | −12,27 | 2 276 | −3,48 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 316 818 | −0,77 | 87 740 | 9,15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10 229 | −17,11 | 2 833 | −8,82 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2 202 | −0,81 | 610 | 9,14 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 66 357 | −5,64 | 18 377 | 3,79 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 958 | −1,23 | 2 204 | 8,63 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 108 643 | −0,69 | 30 088 | 9,24 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 2 680 | −4,29 | 742 | 5,40 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 62 325 | −3,79 | 17 260 | 5,83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 973 | −4,03 | 2 766 | 5,53 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 5 133 | −2,40 | 1 454 | 9,82 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 81 | −1,22 | 22 | 10,00 | ||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8 970 | −16,24 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 48 229 | −5,36 | 13 357 | 4,10 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 004 | −4,05 | 1 109 | 5,52 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 657 | −35,55 | 459 | −29,21 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 295 | −62,17 | 1 743 | −58,39 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 325 | −2,40 | 81 | −5,81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 878 | −1,61 | 3 013 | 8,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26 900 | −26,30 | 7 450 | −18,94 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7 400 | −57,47 | 2 049 | −53,22 | |||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | −84,85 | 8 | −83,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 834 | −0,38 | 508 | 9,50 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9 108 | −1,62 | 2 522 | 8,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270 703 | −10,43 | 75 | −2,63 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 631 | −15,28 | 1 006 | −6,77 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4 332 | −32,15 | 1 200 | −25,39 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 340 | −7,55 | 2 310 | 1,67 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 724 | −8,70 | 201 | −9,91 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93 880 | −0,03 | 26 433 | 11,80 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 803 | −3,89 | 1 609 | 5,86 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2 978 | −2,36 | 825 | 7,43 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 175 | −0,59 | 325 | 9,43 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 973 | −2,87 | 823 | 6,88 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 345 | −10,39 | 96 | −1,04 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1 983 | −96,66 | 549 | −96,32 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3 879 | −29,96 | 1 074 | −22,96 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 1 098 | −0,63 | 304 | 9,35 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 224 | −16,89 | 893 | −8,98 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10 379 | −1,84 | 2 874 | 7,96 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 4 271 | −66,83 | 1 185 | −63,47 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 743 | −1,80 | 483 | 7,83 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 12 319 | −15,04 | 3 412 | −6,55 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 838 | −1,18 | 232 | 8,92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 649 | −0,76 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 105 | −4,50 | 1 986 | 5,98 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 229 | −4,53 | 1 448 | 4,55 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 7 190 | −2,44 | 1 991 | 7,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 588 | −86,36 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12 519 | −1,25 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1 129 | −0,35 | 313 | 9,47 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 14 822 | −1,13 | 4 105 | 8,74 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 573 | −6,83 | 990 | 2,49 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 1 276 | −63,75 | 353 | −60,16 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1 777 | −3,69 | 492 | 6,03 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 406 | −3,56 | 102 | −12,82 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 21 186 | −16,94 | 5 867 | −8,63 | ||||
| 2025-08-14 | 13F | NCP Inc. | 2 058 | −3,47 | 570 | 6,16 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 7 375 | −0,70 | 2 042 | 9,26 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 635 254 | −3,27 | 175 902 | 6,39 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 2 563 | −0,04 | 710 | 9,92 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 887 | −3,62 | 2 738 | 6,04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 027 | −13,00 | 561 | −4,27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 120 | −14,10 | 587 | −5,48 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 564 | −14,06 | 987 | −5,37 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 567 | −0,61 | 2 373 | 9,31 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 172 | −78,17 | 1 986 | −75,99 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 442 | −75,49 | 123 | −75,79 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 2 768 | −4,06 | 766 | 5,51 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5 396 | −0,22 | 1 494 | 9,77 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 388 | −47,64 | 107 | −42,47 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 21 075 | −6,37 | 5 306 | −15,83 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1 846 | −2,33 | 465 | −12,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 529 | −10,65 | 4 301 | −1,71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 781 | −2,50 | 223 | 10,95 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 15 299 | −18,06 | 4 237 | −9,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 987 | −54,67 | 1 658 | −50,17 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 860 | −1,83 | 238 | 8,18 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 9 095 | −30,43 | 2 519 | −23,49 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 35 264 | −2,99 | 9 766 | 6,71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 318 | −0,30 | 365 | 9,94 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 3 752 | −2,39 | 1 039 | 7,45 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13 749 | −1,02 | 3 808 | 8,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 39 596 | −6,91 | 10 966 | 2,39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 943 | −0,12 | 5 349 | 12,04 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 789 | −4,48 | 219 | 5,31 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 158 | −0,26 | 321 | 9,59 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 21 601 | −0,41 | 5 438 | −10,47 | ||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 730 | −1,35 | 208 | −1,43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 096 | −5,44 | 2 519 | 4,01 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 11 214 | −19,72 | 3 106 | −11,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40 098 | −6,90 | 11 107 | 2,64 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2 494 | −0,80 | 691 | 9,18 | ||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 35 | −7,89 | 10 | 0,00 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 161 | −50,61 | 45 | −46,34 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36 001 | −13,97 | 9 970 | −5,36 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 3 052 | −1,52 | 845 | 8,33 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4 770 | −4,22 | 1 321 | 5,43 | ||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1 975 | −0,60 | 548 | 9,40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 124 | −46,19 | 588 | −45,56 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 1 984 | −0,20 | 549 | 9,80 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 860 | −6,52 | 238 | 3,03 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 39 | −18,75 | 11 | −16,67 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12 994 | −38,68 | 4 | −40,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 130 876 | −1,64 | 36 245 | 8,19 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 079 | −0,26 | 853 | 9,65 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 257 | −15,05 | 625 | −15,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 438 | −1,83 | 7 322 | 7,98 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 505 | −36,98 | 417 | −30,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 285 420 | −71,12 | 79 044 | −68,23 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 111 949 | −0,61 | 31 003 | 9,33 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 456 | −1,35 | 1 234 | 8,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 485 | −37,35 | 1 242 | −31,08 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 446 | −3,01 | 1 785 | 6,69 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 62 | −50,00 | 17 | −45,16 | ||||
| 2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 265 | −12,24 | 1 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 822 | −4,02 | 1 612 | 5,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 440 | −2,32 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 923 | −11,51 | 256 | −2,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1 783 | −0,11 | 494 | 9,80 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24 944 | −5,85 | 6 908 | 3,55 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 486 | −11,33 | 1 519 | −2,44 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 760 | −40,38 | 487 | −34,45 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13 180 | −0,84 | 3 650 | 9,09 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 588 | −12,72 | 994 | −4,06 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 36 561 | −1,08 | 10 129 | 8,86 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 064 | −2,37 | 572 | 7,33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 4 765 | −2,02 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1 065 | −23,05 | 297 | −8,05 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 802 | −1,17 | 1 330 | 8,67 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 10 987 | −1,52 | 3 043 | 8,33 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 836 | −0,73 | 1 893 | 8,73 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 940 | −13,44 | 260 | −4,76 | ||||
| 2025-05-14 | 13F | Mosaic Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5 506 | −71,33 | 1 525 | −68,48 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 708 | −7,22 | 473 | 2,16 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 12 810 | −11,93 | 3 548 | −3,14 | ||||
| 2025-08-07 | 13F | Commerce Bank | 17 411 | −1,75 | 4 822 | 8,07 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 3 973 | −44,31 | 1 100 | −38,75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 863 | −0,65 | 3 839 | 9,28 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2 520 | −8,13 | 698 | 1,01 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5 083 | −3,84 | 1 408 | 5,79 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 1 463 | −14,24 | 405 | −5,59 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 6 328 | −25,19 | 1 755 | −17,57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17 013 | −21,95 | 4 712 | −14,14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 212 | −1,47 | 7 813 | 8,39 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 193 | −6,31 | 49 | −5,88 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 343 | −18,57 | 21 | −8,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817 759 | −5,48 | 226 470 | 3,96 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 31 744 | −1,03 | 8 791 | 8,88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 295 778 | −0,29 | 81 913 | 9,68 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14 265 | −0,01 | 3 951 | 10,00 | ||||
| 2025-05-06 | 13F | Roundview Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | K2 Financial Inc. | 1 497 | −12,91 | 416 | 5,06 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 153 774 | −1,79 | 42 586 | 8,03 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 396 | −88,94 | 110 | −87,90 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 6 931 | −1,74 | 1 919 | 8,11 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 577 | −5,10 | 160 | 3,92 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 457 | −8,12 | 680 | 1,04 |
