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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 416 | −0,41 | 861 | 4,24 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 699 | −32,61 | 331 | −29,42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 58 860 | −0,34 | 11 478 | 4,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 780 538 | −2,20 | 152 213 | 2,38 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F/A | Blankinship & Foster, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 88 474 | −6,02 | 17 253 | −1,62 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 107 | −44,56 | 21 | −42,86 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2 902 | −28,72 | 566 | −25,46 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72 688 | −22,78 | 14 175 | −19,21 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 1 100 | −0,18 | 214 | 4,39 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 490 | −2,58 | 96 | 2,15 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 775 | −20,55 | 346 | −16,83 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 172 | −0,33 | 1 984 | 4,31 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 2 922 | −12,62 | 1 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2 | −96,36 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 3 241 | −27,91 | 632 | −24,49 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 288 | −8,19 | 446 | −3,88 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 13 613 | −0,10 | 2 655 | 4,57 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 096 | −15,15 | 1 032 | −7,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 738 | −8,63 | 1 899 | −4,38 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 378 | −1,31 | 74 | 2,82 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 682 | −7,49 | 523 | −3,15 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 635 | −8,09 | 514 | −3,93 | ||||
| 2025-08-05 | 13F | Burney Co/ | 1 411 | −21,91 | 275 | −18,15 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 2 145 | −12,16 | 443 | −2,21 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 938 | −49,83 | 2 328 | −50,65 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 8 477 | −14,75 | 1 653 | −10,75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 58 544 | −76,04 | 11 417 | −74,92 | ||||
| 2025-08-12 | 13F | Bokf, Na | 8 994 | −0,07 | 1 754 | 4,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 46 952 | −1,56 | 9 156 | 3,05 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 4 091 | −0,61 | 798 | 4,05 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 469 | −0,05 | 1 066 | 4,61 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | NDVR, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 695 | −1,09 | 1 111 | 3,54 | ||||
| 2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 381 568 | −7,21 | 74 410 | −2,86 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 315 | −5,32 | 451 | 10,54 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 098 | −51,51 | 3 724 | −49,24 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 525 | −39,77 | 297 | −36,94 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 5 857 | −0,12 | 1 142 | 4,58 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 13 355 | −73,35 | 2 604 | −72,10 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 52 084 | −4,36 | 10 157 | 0,12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 286 | −5,49 | 641 | −1,08 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 36 793 | −0,87 | 7 175 | 3,77 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 54 869 | −59,80 | 10 700 | −57,91 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 654 | −0,71 | 519 | 4,22 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9 991 | −4,35 | 1 948 | 0,15 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 605 | −0,58 | 4 993 | 4,09 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5 648 | −0,91 | 1 101 | 3,77 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 537 | −11,31 | 300 | −7,14 | ||||
| 2025-04-10 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 1 501 | −14,76 | 293 | −10,70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 114 | −10,00 | 997 | −5,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22 930 | −1,95 | 4 472 | 2,64 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 27 226 | −24,34 | 5 309 | −20,80 | ||||
| 2025-04-25 | 13F | Bay Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 47 579 | −3,08 | 9 278 | 1,45 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 958 | −1,03 | 187 | 3,33 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 27 324 | −2,75 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 253 | −1,17 | 49 | 4,26 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 117 238 | −5,79 | 22 863 | −1,38 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 | −97,22 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 318 | −1,13 | 257 | 3,63 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 25 195 | −1,08 | 4 913 | 3,56 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 54 245 | −20,61 | 10 578 | −16,90 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1 422 | −26,44 | 277 | −23,06 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5 069 | −7,99 | 993 | −3,22 | ||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 394 | −0,06 | 662 | 4,59 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 97 873 | −30,00 | 19 086 | −26,72 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 3 774 | −3,38 | 736 | 1,10 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 5 279 | −3,77 | 1 030 | 0,68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 063 | −70,45 | 2 167 | −68,92 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 9 453 | −0,53 | 1 843 | 4,12 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 308 | −16,05 | 255 | −12,07 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 2 527 | −1,83 | 493 | 2,71 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 36 862 | −0,20 | 7 188 | 4,48 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 831 | −5,37 | 1 332 | −0,89 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 441 | −3,95 | 3 401 | 0,56 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 38 796 | −7,82 | 7 566 | −3,51 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 184 | −12,80 | 36 | −10,26 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 7 430 | −22,89 | 1 449 | −21,65 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 776 | −4,00 | 1 470 | 4,78 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1 455 | −2,87 | 284 | 1,43 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 11 373 | −4,84 | 2 228 | 0,09 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 526 | −90,80 | 1 471 | −90,35 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 777 889 | −1,81 | 152 404 | 3,26 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 1 438 | −4,58 | 280 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 604 | −2,21 | 1 288 | 2,31 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 12 | −83,78 | 2 | −84,62 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 222 | −7,49 | 238 | −3,25 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 58 536 | −9,39 | 11 415 | −5,14 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 346 | −0,96 | 1 043 | 3,68 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 534 | −0,65 | 299 | 4,18 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 2 256 | −30,97 | 440 | −27,80 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 3 898 | −6,09 | 760 | −1,68 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 18 706 | −1,04 | 3 648 | 3,58 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 485 | −2,36 | 485 | 2,11 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 525 | −1,95 | 687 | 2,69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 680 | −0,81 | 913 | 3,87 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40 735 | −1,43 | 7 944 | 3,18 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 26 901 | −11,66 | 5 246 | −7,54 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 098 | −5,18 | 214 | −0,47 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 320 | −4,76 | 452 | −1,31 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3 819 | −6,24 | 745 | −1,85 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 20 419 | −2,05 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9 212 | −2,08 | 1 797 | 2,51 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 8 201 | −5,53 | 1 599 | −1,11 | ||||
| 2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 587 | −1,88 | 895 | 2,76 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 818 | −3,76 | 160 | 1,27 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 5 821 | −27,64 | 1 135 | −24,23 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 310 | −9,31 | 1 231 | −5,09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 931 | −7,39 | 377 | −3,09 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 530 | −2,19 | 690 | 2,53 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 968 | −0,05 | 774 | 4,60 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 10 595 | −14,84 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 41 267 | −21,90 | 8 048 | −18,25 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 100 | −29,62 | 1 385 | −26,34 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 5 845 | −0,02 | 1 145 | 5,14 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 25 467 | −11,49 | 4 966 | −7,33 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 754 | −88,37 | 732 | −87,82 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 573 | −16,87 | 4 012 | −12,99 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 564 | −3,87 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 160 | −50,85 | 226 | −48,52 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 505 | −45,17 | 294 | −42,66 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 53 324 | −1,27 | 10 399 | 3,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 739 019 | −5,19 | 144 560 | −0,43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 557 | −74,99 | 109 | −73,91 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 427 | −2,59 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 103 130 | −8,34 | 20 111 | −4,05 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 970 | −38,67 | 384 | −35,79 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 8 485 | −0,09 | 1 655 | 4,55 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 13 059 | −1,31 | 2 547 | 3,29 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 989 | −30,25 | 193 | −27,27 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2 122 | −20,29 | 414 | −16,57 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 861 | −0,16 | 1 728 | 4,54 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 469 | −3,67 | 287 | 0,70 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 339 | −3,81 | 262 | 1,16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 325 | −42,98 | 63 | −40,57 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 35 967 | −11,81 | 7 014 | −7,69 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 43 775 | −12,91 | 8 679 | −5,72 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 29 910 | −0,85 | 5 833 | 3,79 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 926 | −8,97 | 2 326 | 0,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 61 225 | −7,40 | 12 | −8,33 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 4 200 | −1,32 | 819 | 3,41 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 178 | −5,41 | 1 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 1 810 | −12,48 | 353 | −8,57 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3 051 | −0,88 | 568 | −10,13 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 482 | −12,31 | 289 | −8,28 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 9 | −99,79 | 2 | −99,87 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 12 273 | −0,06 | 2 393 | 4,63 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 121 | −1,99 | 414 | 2,48 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 17 538 | −9,74 | 3 420 | −5,50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7 871 | −29,86 | 1 535 | −26,60 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 4 309 | −25,11 | 840 | −21,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 062 970 | −18,96 | 208 088 | −14,51 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 59 549 | −1,58 | 11 616 | 3,06 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 15 762 | −0,67 | 3 074 | 3,96 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 17 303 | −2,15 | 3 374 | 2,43 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 19 442 | −34,27 | 3 791 | −31,20 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 820 | −6,12 | 1 532 | −1,23 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 1 339 | −21,28 | 261 | −17,41 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 3 333 | −19,26 | 650 | −15,60 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 219 | −25,76 | 44 | −15,69 | ||||
| 2025-04-11 | 13F | Ami Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11 723 | −3,63 | 2 286 | 0,88 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 034 | −4,31 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 149 397 | −0,86 | 29 134 | 3,78 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 1 282 | −0,08 | 250 | 4,60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 118 | −34,89 | 413 | −31,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 126 038 | −0,11 | 24 579 | 4,56 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 910 | −14,15 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 148 415 | −49,31 | 29 858 | −41,13 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 837 | −13,44 | 5 624 | −9,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18 900 | −4,24 | 3 686 | 0,24 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 1 348 | −6,91 | 263 | −2,60 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 7 290 | −8,43 | 1 428 | −3,71 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4 805 | −3,94 | 937 | 0,54 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5 798 | −3,59 | 1 131 | 0,89 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 398 | −2,78 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 6 719 | −4,00 | 1 310 | 0,54 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 68 294 | −0,68 | 13 318 | 3,97 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1 146 | −91,73 | 223 | −91,35 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 30 385 | −0,57 | 5 925 | 4,08 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 10 342 | −2,52 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 354 002 | −7,46 | 6 217 | 67,55 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 8 707 | −24,68 | 1 698 | −21,18 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 56 161 | −4,19 | 10 952 | 0,30 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 231 | −2,82 | 2 580 | 1,74 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 108 | −3,15 | 216 | 0,94 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 16 132 | −0,95 | 3 267 | 11,08 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 273 | −24,69 | 1 028 | −21,17 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 2 633 | −56,62 | 513 | −54,60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 789 | −0,29 | 739 | 4,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Advance Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 699 | −3,27 | 721 | 1,26 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 911 | −20,54 | 763 | −16,81 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 33 | −62,92 | 7 | −62,50 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 32 325 | −19,50 | 6 304 | −15,74 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 13 550 | −0,73 | 2 642 | 3,93 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 6 731 | −6,91 | 1 272 | −11,05 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 480 | −7,72 | 679 | −3,42 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 6 989 | −1,78 | 1 363 | 2,79 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-02 | 13F | InvesTrust | 8 314 | −0,17 | 1 621 | 4,51 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 4 947 | −2,75 | 965 | 1,80 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 2 728 | −43,21 | 532 | −69,76 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 44 932 | −0,51 | 8 370 | −0,50 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 839 | −19,69 | 554 | −15,96 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 785 | −5,30 | 738 | −0,81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 9 784 | −0,56 | 1 908 | 4,09 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2 376 | −2,86 | 463 | 1,76 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 144 | −0,51 | 613 | 4,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1 700 | −26,09 | 332 | −22,66 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 836 | −71,05 | 3 088 | −69,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 806 | −86,04 | 352 | −85,39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 19 731 | −6,39 | 3 848 | −2,01 | ||||
| 2025-07-22 | 13F | Hillman Co | 78 406 | −18,61 | 15 290 | −14,81 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 48 697 | −0,92 | 9 496 | 3,71 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 4 038 | −1,70 | 787 | 2,88 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 18 859 | −1,72 | 3 678 | 2,88 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 7 980 | −8,80 | 1 556 | −4,54 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 76 119 | −11,54 | 14 844 | −7,40 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 3 587 | −1,10 | 700 | 3,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 694 | −5,27 | 525 | −0,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 814 | −1,38 | 7 569 | 2,98 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 069 | −0,43 | 404 | 4,39 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 19 146 | −15,20 | 3 734 | −11,22 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 484 | −10,07 | 484 | −5,84 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 731 | −0,39 | 2 873 | 4,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 12 605 | −0,95 | 2 458 | 3,71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 978 | −3,96 | 776 | 0,52 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 100 | −9,76 | 410 | −5,54 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 250 | −10,24 | 1 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 34 927 | −1,00 | 6 811 | 3,64 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 067 | −9,73 | 1 183 | −5,51 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10 291 | −1,21 | 2 007 | 3,40 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 011 | −8,51 | 587 | −4,08 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 10 862 | −5,03 | 2 118 | −0,56 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 080 | −8,47 | 211 | −4,11 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 | −79,41 | 1 | −83,33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 20 579 | −1,91 | 4 013 | 2,69 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 10 635 | −6,06 | 2 074 | −1,66 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 724 | −5,17 | 336 | −0,59 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 13 148 | −66,59 | 2 564 | −65,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 229 662 | −10,42 | 2 969 936 | −6,22 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 21 261 | −64,41 | 4 146 | −62,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 551 | −25,01 | 2 253 | −21,51 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1 296 | −11,48 | 241 | −16,90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 988 | −14,23 | 1 363 | −10,15 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 45 793 | −3,85 | 8 930 | 0,65 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 55 | −57,69 | 11 | −58,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 137 603 | −1,95 | 26 834 | 2,63 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 9 103 | −1,17 | 1 775 | 3,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 37 417 | −0,18 | 7 297 | 4,50 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 75 446 | −0,03 | 14 713 | 4,65 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 17 661 | −17,92 | 3 444 | −14,07 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 505 | −2,25 | 5 364 | 2,33 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 1 712 | −6,80 | 334 | −2,63 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 4 546 | −5,11 | 886 | −0,67 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 260 | −49,32 | 48 | −48,39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2 311 | −35,14 | 452 | −31,98 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1 142 | −22,42 | 223 | −18,98 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8 896 | −9,35 | 1 735 | −5,14 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 038 | −2,74 | 1 373 | 1,78 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 21 000 | −57,16 | 4 095 | −55,15 | ||||
| 2025-05-05 | 13F | Carmel Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 107 | −26,78 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 528 | −3,06 | 883 | 1,38 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 133 063 | −2,88 | 25 949 | −5,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 340 | −3,63 | 2 602 | 0,89 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 377 | −1,45 | 464 | 3,12 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 7 165 | −4,53 | 1 397 | −0,07 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 3 530 | −5,51 | 692 | −0,58 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | −41,58 | 33 | −42,11 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 16 063 | −5,90 | 3 128 | −1,64 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 4 481 | −17,37 | 874 | −13,56 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 2 679 | −2,12 | 523 | 2,55 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 205 765 | −5,27 | 40 126 | −0,83 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 51 909 | −8,52 | 10 123 | −4,24 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8 670 | −7,09 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 17 683 | −9,08 | 3 448 | −4,83 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 251 | −0,96 | 829 | 3,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 475 | −4,26 | 483 | 0,21 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 38 399 | −2,14 | 7 488 | 2,45 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 977 | −8,14 | 1 361 | −3,82 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 14 202 | −1,25 | 2 770 | 3,36 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 573 | −2,78 | 307 | 1,66 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 2 110 | −22,14 | 412 | −18,45 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 10 240 | −27,23 | 1 997 | −23,85 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9 101 | −65,58 | 1 775 | −63,98 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 1 560 | −39,06 | 304 | −36,13 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 027 | −4,82 | 200 | −0,50 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 8 932 | −69,19 | 1 742 | −67,76 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 173 386 | −6,48 | 34 | −2,94 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 4 585 | −0,59 | 894 | 4,07 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 203 501 | −8,26 | 39 685 | −3,97 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 242 | −11,17 | 437 | −7,02 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 459 | −17,89 | 90 | −14,42 | ||||
| 2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31 209 | −1,82 | 6 388 | 9,99 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 805 | −0,02 | 3 472 | 4,67 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 515 | −1,40 | 685 | 3,16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 611 | −38,72 | 314 | −35,79 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 25 | −71,26 | 5 | −75,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 131 | −7,60 | 220 | −3,51 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 865 | −4,70 | 364 | −0,27 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 447 | −1,41 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 1 731 | −2,42 | 339 | 2,73 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 625 | −11,78 | 317 | −7,87 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 15 020 | −0,94 | 2 929 | 3,68 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17 859 | −0,62 | 3 483 | 4,03 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 2 584 | −89,92 | 504 | −89,46 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 10 204 | −1,59 | 1 990 | 3,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 4 880 | −18,86 | 952 | −15,09 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 4 479 | −6,63 | 873 | −2,24 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 8 268 | −2,07 | 1 612 | 2,54 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 821 | −1,24 | 745 | 3,47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 876 | −0,81 | 18 112 | 3,82 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 3 855 | −33,33 | 752 | −30,27 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 87 | −4,40 | 17 | 6,25 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 55 508 | −24,02 | 10 825 | −20,46 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 100 061 | −30,32 | 20 | −26,92 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1 242 | −25,54 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 63 847 | −0,28 | 12 | 9,09 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 2 601 | −0,61 | 507 | 4,11 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1 854 | −0,16 | 362 | 4,64 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 22 470 | −9,38 | 4 382 | −5,15 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 1 596 | −0,31 | 313 | 4,70 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 074 | −0,19 | 599 | 4,54 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 331 | −1,16 | 845 | 3,43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 236 780 | −3,37 | 46 174 | 1,15 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 1 744 | −4,18 | 340 | 0,59 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 1 422 | −6,08 | 277 | −1,77 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES | 6 911 | −1,31 | 1 348 | 3,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 400 | −65,00 | 273 | −63,36 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | −6,45 | 1 131 | −1,99 | |||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 232 | −90,02 | 45 | −89,61 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 3 200 471 | −4,55 | 624 | 0,00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7 184 | −3,56 | 1 363 | −1,80 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9 990 | −4,63 | 1 948 | −0,15 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 251 | −7,54 | 244 | −3,19 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1 187 | −4,04 | 238 | 9,17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 419 | −0,31 | 1 057 | 4,35 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 433 | −0,41 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 223 | −56,39 | 434 | −54,37 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 18 168 | −0,61 | 3 655 | 16,77 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 245 | −15,52 | 48 | −12,96 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 12 771 | −0,82 | 2 490 | 3,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 57 208 | −14,53 | 11 156 | −10,52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 614 | −0,51 | 4 215 | 4,13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 1 768 | −16,45 | 345 | −12,69 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 12 685 | −61,32 | 2 474 | −59,51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 923 880 | −4,53 | 180 166 | −0,06 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 545 | −1,78 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 034 | −17,84 | 592 | −13,97 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 3 803 | −3,53 | 742 | 0,95 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 7 965 | −1,73 | 1 553 | 2,92 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 54 126 | −23,05 | 10 555 | −19,45 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 30 | −34,78 | 6 | −37,50 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 710 | −9,89 | 918 | −5,65 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1 688 | −18,30 | 329 | −14,32 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 841 | −4,95 | 753 | 0,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 963 | −5,90 | 383 | −1,55 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 21 | −4,55 | 4 | 0,00 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 100 246 | −4,91 | 19 549 | −0,46 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 297 801 | −6,95 | 58 074 | −2,59 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 026 | −23,49 | 200 | −19,68 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 866 | −4,10 | 169 | 0,00 | ||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 2 099 | −2,91 | 409 | 1,74 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 743 | −0,76 | 547 | 6,23 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 87 206 | −2,86 | 17 006 | 1,68 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17 637 | −6,93 | 3 439 | −2,58 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2 014 | −0,40 | 394 | 5,65 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 347 | −15,18 | 263 | −11,19 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 56 305 | −9,55 | 11 | −9,09 | ||||
| 2025-04-29 | 13F | Fortune Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 4 337 | −2,06 | 846 | 2,55 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 419 | −57,24 | 472 | −55,27 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 813 | −7,25 | 939 | −2,90 | ||||
| 2025-04-16 | 13F | Griffin Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 856 | −0,70 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 17 599 | −2,71 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 1 854 | −2,42 | 368 | 3,95 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 306 | −0,58 | 4 935 | 4,07 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 81 670 | −41,83 | 15 926 | −39,11 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 8 993 | −21,91 | 1 754 | −18,28 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 788 | −72,08 | 349 | −70,81 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 158 | −2,44 | 616 | 1,99 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 14 145 | −51,62 | 2 758 | −49,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 019 | −26,56 | 11 | −21,43 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 703 | −3,84 | 1 697 | 0,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 800 | −26,92 | 741 | −23,45 | |||
| 2025-08-06 | 13F | Simmons Bank | 11 935 | −8,73 | 2 327 | −4,44 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 790 | −25,90 | 544 | −22,40 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 5 361 | −30,48 | 1 046 | −27,23 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2 022 | −10,69 | 394 | −6,41 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 709 | −17,46 | 528 | −13,58 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7 383 | −20,54 | 1 440 | −16,82 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 383 | −2,47 | 4 560 | 2,08 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 295 | −2,38 | 2 398 | 2,17 | ||||
| 2025-08-08 | 13F | King Wealth | 5 274 | −2,30 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 932 | −0,08 | 767 | 4,50 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 167 804 | −0,24 | 32 877 | 4,91 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 238 | −11,76 | 241 | −7,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 843 | −75,25 | 749 | −74,11 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 14 182 | −0,62 | 2 766 | 4,03 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 13 019 | −0,74 | 2 425 | −6,69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 118 | −6,05 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 110 | −67,07 | 21 | −67,19 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 77 029 | −8,85 | 15 022 | −4,59 | ||||
| 2025-05-07 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 23 822 | −2,17 | 4 646 | 2,40 | ||||
| 2025-07-09 | 13F | Exchange Bank | 3 127 | −0,89 | 610 | 3,75 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 17 391 | −1,14 | 3 391 | 3,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 402 | −50,31 | 3 | −60,00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 19 847 | −27,89 | 3 870 | −24,52 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 9 372 | −6,49 | 1 828 | −2,14 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 2 340 | −5,03 | 456 | −0,65 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 41 966 | −5,59 | 8 184 | −1,17 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 2 353 | −3,01 | 473 | 4,88 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 207 | −18,31 | 625 | −14,50 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1 483 454 | −3,76 | 289 287 | 0,74 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 26 | −89,56 | 5 | −89,13 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 22 704 | −12,03 | 4 427 | −7,91 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 16 460 | −0,93 | 3 225 | 4,17 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 7 206 | −1,40 | 1 405 | 3,23 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 820 | −9,74 | 5 939 | 20,79 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5 552 | −1,03 | 1 083 | 3,54 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 566 | −0,48 | 890 | 4,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 132 031 | −20,02 | 25 747 | −16,28 | ||||
| 2025-06-03 | 13F | Invst, LLC | 6 216 | −80,43 | 1 158 | −81,62 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 136 | −0,82 | 612 | 3,74 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 499 | −3,89 | 2 827 | 0,60 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2 576 | −15,15 | 502 | −11,15 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 584 | −0,68 | 114 | 3,67 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28 153 | −0,75 | 5 490 | 3,90 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 428 | −8,35 | 83 | −3,49 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 74 | −13,95 | 14 | −12,50 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5 242 | −0,40 | 1 022 | 4,29 | ||||
| 2025-08-13 | 13F | Systematic Financial Management Lp | 401 | −39,61 | 78 | −36,59 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 677 | −29,48 | 132 | −26,40 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 15 798 | −1,73 | 3 081 | 2,87 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 1 829 | −1,35 | 357 | 3,19 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 16 160 | −8,65 | 3 151 | −4,37 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 117 | −26,21 | 415 | −22,18 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 2 782 | −0,22 | 543 | 4,43 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 9 788 | −0,31 | 1 909 | 4,32 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 50 | −28,57 | 10 | −30,77 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 1 483 | −0,74 | 289 | 3,96 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 988 | −5,48 | 778 | −1,02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 211 | −47,66 | 2 645 | −43,77 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 532 | −5,07 | 2 639 | −0,26 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | BCR Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7 932 | −5,93 | 1 547 | −1,53 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 533 | −2,52 | 1 280 | 2,48 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 10 467 | −23,93 | 2 041 | −20,71 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10 159 | −10,53 | 1 981 | −6,34 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 21 453 | −6,46 | 4 183 | −1,85 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 470 | −9,56 | 484 | −4,92 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8 131 | −1,76 | 1 586 | 2,86 | ||||
| 2025-05-12 | 13F | ESL Trust Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 9 821 | −1,07 | 1 915 | 3,57 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 41 435 | −1,43 | 8 080 | 3,19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 215 | −7,74 | 237 | −3,67 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 564 | −11,58 | 1 085 | −7,11 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 24 057 | −0,73 | 4 691 | 3,92 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 44 574 | −5,90 | 8 692 | −1,48 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 440 | −7,78 | 2 231 | −9,28 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 528 | −31,69 | 298 | −28,61 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 268 007 | −0,21 | 52 264 | 4,46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 873 500 | −0,36 | 170 341 | 4,31 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oak Harvest Investment Services | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 1 434 | −15,25 | 284 | −6,58 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 1 555 | −1,83 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 4 346 | −0,53 | 810 | −6,47 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 308 | −16,63 | 255 | −12,67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 139 592 | −0,68 | 27 222 | 3,97 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 3 503 | −2,04 | 683 | 2,55 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 305 | −36,19 | 59 | −33,71 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 066 | −25,33 | 598 | −21,86 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 32 416 | −2,08 | 6 321 | 2,50 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 2 899 | −0,10 | 565 | 4,63 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 59 836 | −11,18 | 11 669 | −7,02 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 1 329 | −33,55 | 259 | −30,38 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 672 | −3,63 | 327 | 11,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 811 | −3,13 | 1 523 | 1,40 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 156 | −13,10 | 2 370 | −9,06 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 27 958 | −6,68 | 5 452 | −2,31 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 | −99,38 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 7 239 | −1,01 | 1 412 | 3,60 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 351 | −45,26 | 283 | −38,34 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32 598 | −8,13 | 6 357 | −3,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13 986 | −8,44 | 2 727 | −4,15 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 471 | −4,67 | 677 | −0,29 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 32 075 | −1,36 | 6 255 | 3,25 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 11 238 | −3,69 | 2 191 | 0,83 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 15 285 | −6,55 | 2 981 | −2,17 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 4 | −97,66 | 1 | −100,00 | ||||
| 2025-05-02 | 13F | Graypoint LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 550 | −14,87 | 1 277 | −10,89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 804 | −13,00 | 1 912 | −8,91 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 2 097 | −1,27 | 409 | 3,54 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 57 398 | −0,41 | 11 193 | 4,26 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 9 269 | −0,43 | 1 808 | 4,21 | ||||
| 2025-04-23 | 13F | Mattern Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 281 121 | −0,64 | 54 821 | 4,02 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 047 | −2,70 | 204 | 2,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 315 | −1,56 | 61 | 7,02 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 96 575 | −3,53 | 18 833 | 0,99 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 1 364 | −10,97 | 266 | −7,02 | ||||
| 2025-04-25 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 176 390 | −22,96 | 34 413 | −19,22 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 483 605 | −1,53 | 94 308 | 3,07 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93 413 | −6,35 | 18 302 | −1,51 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2 987 | −0,90 | 582 | 3,74 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 60 384 | −7,91 | 11 776 | −3,60 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 8 947 | −0,02 | 1 745 | 4,62 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 48 801 | −38,12 | 9 517 | −39,11 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 8 679 | −27,50 | 1 692 | −24,13 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 136 586 | −35,13 | 221 646 | −32,10 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10 573 | −0,09 | 2 062 | 4,57 | ||||
| 2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 433 | −3,52 | 1 059 | 1,05 | ||||
| 2025-09-22 | 13F | GatePass Capital, LLC | 1 035 | −34,62 | 202 | −31,63 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 6 829 | −6,91 | 1 332 | −2,56 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 335 | −25,61 | 650 | −22,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 665 646 | −11,04 | 130 | −7,19 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 20 845 | −0,68 | 4 084 | 4,45 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 777 | −0,54 | 932 | 4,14 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 319 | −50,23 | 59 | −53,54 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 284 | −0,52 | 1 420 | 4,11 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 22 001 | −2,78 | 4 291 | 1,78 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 222 | −80,40 | 238 | −79,50 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 10 196 | −19,74 | 1 988 | −15,98 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 436 | −2,45 | 2 436 | 2,61 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 031 | −19,94 | 591 | −16,17 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 1 573 | −85,77 | 318 | −83,49 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 935 | −10,17 | 1 352 | −5,98 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1 622 | −0,98 | 316 | 3,61 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4 085 | −38,23 | 797 | −35,44 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 052 | −4,82 | 400 | −0,25 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 060 | −19,22 | 2 157 | −15,45 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 945 | −3,47 | 379 | −5,01 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 768 | −2,84 | 540 | 1,70 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 21 452 | −12,47 | 4 183 | −8,37 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 37 | −53,16 | 7 | −50,00 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 1 075 | −33,97 | 210 | −31,02 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 8 076 | −20,21 | 1 504 | −24,99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 14 287 | −0,65 | 2 786 | 4,03 | ||||
| 2025-04-28 | 13F | BetterWealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 10 675 | −10,44 | 2 082 | −6,26 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 14 874 | −0,23 | 2 901 | 4,43 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16 581 | −4,31 | 3 233 | 0,15 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 447 | −1,70 | 282 | 2,92 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 153 | −27,16 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 34 015 | −15,54 | 6 743 | −10,12 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 16 456 | −7,64 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1 398 | −1,48 | 273 | 3,03 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 9 299 | −1,10 | 1 813 | 3,54 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 3 023 | −2,61 | 1 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 8 463 | −37,03 | 1 707 | −31,80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 4 252 | −2,30 | 829 | 2,35 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 32 391 | −0,93 | 6 317 | 3,71 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 5 743 | −6,37 | 1 124 | −1,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 703 138 | −3,97 | 332 090 | 0,51 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 147 | −14,15 | 419 | −10,11 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 24 396 | −17,70 | 4 757 | −13,85 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 16 172 | −8,59 | 3 206 | −2,70 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 52 374 | −28,47 | 10 213 | −25,12 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 21 830 | −0,61 | 4 257 | 4,03 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 030 | −0,59 | 981 | 4,03 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 82 391 | −2,36 | 15 349 | −8,22 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 366 | −29,55 | 266 | −26,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 986 | −56,92 | 1 560 | −54,88 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 258 | −0,18 | 635 | 4,44 | ||||
| 2025-04-23 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 7 133 | −2,22 | 1 391 | 2,43 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 667 | −4,37 | 1 105 | 0,09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 438 | −35,01 | 3 791 | −31,97 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 9 723 | −24,76 | 1 896 | −21,23 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 121 | −4,59 | 609 | −0,16 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 59 380 | −9,71 | 11 580 | −5,49 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 12 861 | −34,83 | 2 508 | −31,77 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 17 173 | −1,15 | 3 349 | 3,46 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 6 952 | −3,66 | 1 356 | 0,82 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 62 308 | −0,43 | 12 354 | 5,97 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 1 544 | −35,02 | 301 | −31,90 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 040 | −3,70 | 203 | 0,50 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 189 | −2,14 | 232 | 2,21 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 759 | −4,53 | 1 128 | 0,45 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 107 | −4,46 | 21 | 0,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 303 | −76,53 | 59 | −75,42 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 797 | −4,31 | 1 520 | 0,20 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 989 | −8,45 | 583 | −4,28 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 638 | −32,67 | 709 | −29,52 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PUREfi Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Platform Technology Partners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 448 | −23,33 | 0 | |||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 5 263 | −57,53 | 1 | −50,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 010 | −7,84 | 392 | −3,45 | ||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 175 | −15,73 | 2 959 | −14,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 865 623 | −1,71 | 753 835 | 2,90 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 617 | −3,38 | 3 631 | 1,14 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 203 956 | −0,64 | 39 773 | 4,01 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 18 434 | −0,78 | 3 595 | 3,87 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 231 924 | −1,15 | 45 227 | 3,47 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 75 806 | −0,87 | 14 783 | 3,77 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 900 | −13,64 | 372 | −9,05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 766 | −11,40 | 4 245 | −7,26 | ||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 31 772 | −9,05 | 6 523 | −6,06 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 632 | −0,10 | 2 073 | 4,59 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 28 774 | −0,07 | 5 611 | 4,62 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 8 447 | −5,48 | 1 647 | −1,02 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | United Bank | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 1 922 | −8,82 | 375 | −4,59 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2 534 | −7,89 | 494 | −3,52 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 888 | −45,26 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3 195 | −16,73 | 636 | −7,02 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 857 | −50,17 | 167 | −47,81 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 70 627 | −0,84 | 13 790 | 3,93 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 156 | −0,73 | 1 200 | 3,90 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 1 495 | −10,91 | 292 | −6,73 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 15 478 | −5,81 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 38 105 | −1,85 | 7 431 | −3,42 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 1 325 | −10,17 | 258 | −5,84 | ||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3 529 | −0,56 | 688 | 4,56 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 4 479 | −1,82 | 873 | 2,83 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 28 557 | −2,15 | 5 595 | 2,91 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 14 850 | −2,62 | 2 896 | 1,94 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 19 416 | −7,27 | 3 786 | −2,92 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 936 | −13,08 | 963 | −8,99 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 702 | −7,86 | 722 | −3,61 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 51 558 | −6,55 | 10 054 | −2,18 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 3 400 | −2,72 | 681 | 4,61 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 10 560 | −0,13 | 2 069 | 5,03 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 7 193 | −31,77 | 1 424 | −27,51 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 13 230 | −8,11 | 2 580 | −3,84 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 51 675 | −0,46 | 10 077 | 4,20 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 103 560 | −1,88 | 20 195 | 2,71 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 553 | −22,04 | 1 863 | −18,40 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 664 | −26,64 | 1 299 | −23,23 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 1 543 | −2,28 | 301 | 2,04 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 660 | −3,69 | 519 | 0,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 633 911 | −2,21 | 318 629 | 2,37 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 671 | −1,36 | 1 106 | 3,17 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 242 | −7,98 | 47 | −4,08 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 8 019 | −32,97 | 1 443 | −41,25 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 372 856 | −7,43 | 72 711 | −3,10 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 728 | −3,08 | 922 | 1,54 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 2 432 | −7,07 | 480 | 8,11 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 5 989 | −1,29 | 1 168 | 3,27 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 26 379 | −0,56 | 5 144 | 4,11 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 548 | −1,68 | 1 472 | 2,94 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 10 138 | −0,42 | 1 977 | 4,27 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 231 | −4,86 | 5 310 | −0,39 | ||||
| 2025-05-02 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | −100,00 |
