Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 40 | −88,60 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 189 283 | −1,70 | 347 375 | −0,31 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15 799 | −6,92 | 1 292 | −4,79 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 57 738 | −10,36 | 4 788 | −9,10 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2 948 | −6,11 | 244 | −4,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 083 | −2,74 | 422 | −1,41 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 49 446 | −3,49 | 4 100 | −2,10 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 13 275 | −25,72 | 1 101 | −24,71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 59 716 | −1,35 | 4 952 | 0,04 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 71 264 | −95,13 | 5 909 | −95,06 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 966 | −14,78 | 163 | −13,30 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 125 | −64,29 | 10 | −64,29 | ||||
| 2025-04-28 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 247 | −34,31 | 20 | −33,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 256 244 | −1,58 | 21 248 | −0,18 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 4 561 | −1,38 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas | 134 712 | −59,25 | 11 170 | −58,68 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 8 825 | −14,44 | 729 | −13,64 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 445 662 | −0,05 | 36 954 | 1,37 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 241 | −2,49 | 435 | −1,14 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43 | −48,19 | 4 | −50,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 018 | −4,16 | 996 | 99 500,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 338 | −3,60 | 111 | −2,65 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 40 746 | −72,21 | 3 332 | −71,87 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 2 875 | −14,81 | 238 | −13,45 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 178 422 | −50,28 | 14 795 | −49,54 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 654 | −11,62 | 54 | −10,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 622 997 | −8,49 | 51 660 | −7,19 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 278 | −55,45 | 935 | −53,96 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 27 998 | −23,50 | 2 295 | −23,33 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 225 | −5,07 | 433 | −3,78 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 616 | −0,43 | 134 | 0,76 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 7 581 | −7,98 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 63 491 | −4,32 | 5 265 | −2,23 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 61 093 | −1,58 | 5 066 | −0,20 | ||||
| 2025-07-28 | 13F | Essex LLC | 589 938 | −1,14 | 48 918 | 0,26 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 96 489 | −1,04 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 79 443 | −1,24 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 3 640 | −14,47 | 302 | −13,26 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 935 | −4,26 | 492 | −2,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 124 260 | −20,06 | 10 304 | −17,42 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 27 006 | −1,92 | 2 239 | −0,53 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 144 979 | −12,60 | 12 022 | −11,36 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 624 | −1,74 | 2 125 | −0,38 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 230 066 | −54,90 | 19 077 | −54,26 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 369 820 | −8,21 | 30 665 | −6,91 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 39 443 | −1,21 | 3 271 | 0,18 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 9 973 | −6,82 | 1 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5 590 | −0,55 | 464 | 0,87 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 447 | −51,75 | 369 | −51,13 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 10 283 | −7,68 | 853 | −6,37 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 43 910 | −1,37 | 3 641 | 0,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 441 | −2,28 | 1 861 | −0,91 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 130 470 | −4,27 | 10 819 | −2,91 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 5 372 | −10,33 | 445 | −9,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 173 | −9,34 | 263 | −8,04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10 237 | −0,23 | 849 | 1,19 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 398 | −17,50 | 282 | −16,37 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 72 783 | −0,18 | 6 035 | 1,24 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 282 011 | −24,47 | 23 176 | −24,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 95 649 | −11,34 | 7 931 | −10,08 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3 892 | −56,27 | 323 | −55,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 682 | −11,68 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 375 744 | −0,51 | 31 157 | 0,91 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 771 | −0,82 | 230 | 0,44 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 731 | −37,98 | 1 304 | −37,10 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 62 498 | −14,09 | 5 182 | −12,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19 276 | −14,17 | 1 598 | −12,96 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12 034 | −1,72 | 998 | −0,40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8 | −92,52 | 1 | −100,00 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 43 682 | −2,96 | 3 622 | −1,58 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 73 509 | −12,52 | 6 095 | −11,28 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2 268 | −29,72 | 188 | −28,52 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12 396 | −1,77 | 1 028 | −0,39 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 207 699 | −0,23 | 17 222 | 1,19 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 36 503 | −0,38 | 3 027 | 1,00 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 59 751 | −3,78 | 4 955 | −2,42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 189 666 | −25,78 | 15 727 | −24,72 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 528 | −45,13 | 458 | −44,35 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 6 378 | −1,86 | 529 | −0,56 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Seven Mile Advisory | 20 750 | −23,66 | 1 721 | −22,59 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 861 | −4,01 | 486 | −2,81 | ||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 6 670 000 | −8,00 | 553 076 | −6,69 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 478 495 | −0,03 | 39 677 | 1,39 | ||||
| 2025-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 22 799 | −5,21 | 1 864 | −3,42 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 144 773 | −1,41 | 177 845 | −0,01 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 | 1 031 600 | −38,29 | 85 540 | −37,41 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 10 700 | −24,65 | 887 | −23,53 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 265 | −25,46 | 105 | −24,64 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 29 173 | −17,70 | 2 419 | −16,50 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 274 | −55,94 | 437 | −55,32 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 259 | −19,87 | 187 | −18,70 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 6 733 | −6,09 | 556 | −5,28 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 73 520 | −14,38 | 6 096 | −13,16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 603 | −20,08 | 299 | −19,02 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 023 | −46,42 | 334 | −45,68 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 136 | −20,93 | 11 | −21,43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 100 663 | −11,65 | 91 | −9,90 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 | 85 530 | −10,93 | 7 092 | −9,67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 11 576 | −0,25 | 960 | 1,16 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 53 881 | −5,85 | 4 468 | −4,51 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 189 732 | −0,04 | 15 733 | 1,38 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 83 680 | −2,55 | 6 939 | −1,17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 818 982 | −30,60 | 648 350 | −29,62 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 744 398 | −13,59 | 144 645 | −12,36 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 420 870 | −0,78 | 34 899 | 0,63 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 530 | −18,08 | 376 | −17,04 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 858 | −25,84 | 320 | −24,94 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 85 455 | −14,84 | 7 086 | −13,64 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 8 605 | −0,43 | 714 | 0,99 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 119 577 | −7,93 | 9 915 | −6,63 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 34 751 | −19,04 | 2 882 | −17,90 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 685 | −5,31 | 886 | −4,01 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 645 305 | −56,81 | 53 509 | −56,20 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11 330 | −5,90 | 939 | −4,57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 783 | −90,70 | 1 | −91,67 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 126 | −3,37 | 425 | −1,85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 796 | −10,64 | 315 | −9,51 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 87 317 | −2,12 | 7 240 | −0,73 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 5 607 | −4,12 | 465 | −2,93 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 14 759 | −61,27 | 1 224 | −60,74 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 076 | −50,71 | 421 | −50,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 847 | −32,67 | 70 | −31,37 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-06-12 | 13F | Sheets Smith Investment Management | 54 677 | −1,24 | 4 470 | 0,59 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 139 676 | −6,14 | 11 582 | −4,81 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 198 243 | −4,52 | 16 430 | 102 587,50 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 91 069 | −1,14 | 7 551 | 0,27 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 5 073 | −0,76 | 421 | 0,72 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 80 570 | −15,10 | 6 681 | −13,90 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 53 495 | −62,68 | 4 436 | −62,16 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 15 246 | −38,47 | 1 264 | −37,58 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 21 957 | −62,09 | 1 814 | −61,56 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 12 952 | −38,73 | 1 042 | −39,76 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 142 541 | −1,87 | 11 772 | −0,88 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 426 | −15,77 | 118 | −14,49 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 7 703 | −3,30 | 639 | −2,00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6 323 | −2,92 | 524 | −1,50 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59 118 | −22,38 | 4 902 | −21,28 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 5 623 | −52,03 | 466 | −51,36 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Orcam Financial Group | 23 562 | −0,25 | 1 954 | 1,14 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 | 78 500 | −25,24 | 6 509 | −24,17 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 96 482 | −4,89 | 8 000 | −3,53 | ||||
| 2025-04-15 | 13F | Central Valley Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 27 584 | −53,33 | 2 287 | −37,14 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 104 784 | −16,58 | 8 689 | −15,40 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 56 165 | −21,95 | 4 657 | −20,83 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 17 277 | −22,18 | 1 433 | −21,10 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 24 340 | −4,14 | 2 018 | −2,79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21 799 | −0,56 | 1 808 | 0,84 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 207 040 | −20,87 | 17 168 | −19,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 163 259 | −54,19 | 13 | −55,17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3 369 | −1,69 | 0 | |||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3 206 | −14,94 | 266 | −13,96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 14 409 | −38,83 | 1 194 | −37,32 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 600 441 | −4,56 | 49 789 | −3,12 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 27 880 | −6,01 | 2 312 | −4,70 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 4 190 | −1,94 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 250 | −0,79 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 53 064 | −22,15 | 4 400 | −21,03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 207 662 | −18,19 | 680 450 | −17,12 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 365 666 | −5,62 | 30 | −3,23 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 212 349 | −4,34 | 100 528 | −2,99 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −1 328 | −2 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 319 | −2,16 | 690 | −0,86 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 25 966 | −0,02 | 2 153 | 1,41 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 2 797 | −56,46 | 232 | −56,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16 998 | −13,58 | 1 409 | −12,38 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 2 460 | −95,60 | 204 | −95,39 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 011 | −1,00 | 499 | 0,40 | ||||
| 2025-05-15 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 13 653 | −2,50 | 1 132 | −1,05 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 317 529 | −1,62 | 26 330 | −0,22 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 77 958 | −68,97 | 6 464 | −68,53 | ||||
| 2025-08-14 | 13F | Man Group plc | 23 985 | −10,65 | 1 989 | −9,39 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 168 | −5,90 | 180 | −4,79 | ||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 157 618 | −2,38 | 13 070 | −1,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 19 924 | −4,61 | 1 652 | −3,22 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 37 859 | −90,03 | 3 139 | −89,89 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 250 063 | −4,38 | 20 735 | −3,02 | ||||
| 2025-04-09 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 131 | −2,16 | 260 | −0,77 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 96 099 | −3,49 | 7 969 | −2,13 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 18 385 | −1,17 | 1 525 | 0,26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 184 176 | −56,57 | 15 303 | −55,86 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 30 112 | −26,68 | 2 500 | −24,68 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 4 684 | −14,35 | 388 | −13,20 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 19 801 | −21,82 | 1 642 | −20,72 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 195 340 | −8,25 | 16 198 | −6,95 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Marion Wealth Management | 369 902 | −0,08 | 30 672 | 1,34 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 771 | −36,44 | 64 | −36,36 | ||||
| 2025-04-17 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30 293 | −0,15 | 2 512 | 1,25 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 2 793 | −32,26 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 117 831 | −0,96 | 9 771 | 0,44 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9 579 | −1,15 | 794 | 0,25 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 993 | −15,00 | 663 | −13,80 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 7 430 | −86,04 | 616 | −85,84 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10 992 | −0,07 | 911 | 2,24 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 53 180 | −22,50 | 4 410 | −21,41 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 30 289 | −22,00 | 2 502 | −21,20 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 30 753 | −1,79 | 2 550 | −0,39 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 2 501 | −0,44 | 207 | 0,98 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47 293 | −4,74 | 3 922 | −3,40 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2 528 | −9,23 | 210 | −7,93 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 25 741 | −5,94 | 2 134 | −4,60 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 15 888 | −6,13 | 1 317 | −4,77 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 451 523 | −15,54 | 37 440 | −14,34 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 4 014 | −0,59 | 333 | 0,61 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 28 307 | −63,67 | 2 347 | −63,16 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 60 | −91,97 | 5 | −93,33 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 220 | −1,07 | 1 179 | 0,51 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 7 256 | −38,03 | 602 | −37,20 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4 065 | −53,54 | 337 | −52,87 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 26 854 | −0,34 | 2 227 | 1,04 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 623 | −12,54 | 549 | −11,31 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 217 540 | −26,95 | 18 038 | −25,83 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 11 464 | −4,37 | 951 | −3,06 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 26 769 | −0,26 | 2 220 | 1,14 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 235 | −82,29 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 34 317 | −1,13 | 2 846 | 0,28 | ||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 44 499 | −11,98 | 3 690 | −10,74 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6 225 | −11,00 | 516 | −9,63 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 829 | −3,23 | 318 | −1,86 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 3 035 513 | −51,58 | 251 705 | −50,89 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 22 702 | −0,44 | 1 882 | 0,97 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 972 | −12,04 | 661 | −10,80 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 781 | −9,45 | 977 | −8,18 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 56 717 | −2,68 | 4 703 | −1,34 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 70 625 | −0,88 | 5 856 | 0,53 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 172 528 | −1,48 | 14 306 | −0,08 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 703 | −18,95 | 2 878 | −17,80 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 5 522 | −10,56 | 458 | −9,33 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 441 426 | −0,31 | 36 603 | 1,10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 994 | −46,86 | 829 | −46,13 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 16 642 | −1,76 | 1 380 | −0,43 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 817 | −0,67 | 234 | 0,87 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17 505 | −0,96 | 1 452 | 0,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 97 879 | −3,25 | 8 116 | −1,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 426 261 | −1,13 | 35 346 | 0,27 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 491 | −8,08 | 1 036 | −6,84 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 40 109 | −3,24 | 3 326 | −1,89 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 | 1 355 000 | −38,13 | 112 357 | −37,25 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 121 248 | −0,79 | 9 913 | −0,79 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20 183 | −27,95 | 1 674 | −26,94 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 623 | −6,23 | 795 | −5,36 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5 469 | −8,36 | 453 | −6,98 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20 625 | −0,27 | 1 710 | 1,18 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 5 070 | −3,13 | 420 | −1,64 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 163 | −4,47 | 677 | −3,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 143 | −30,81 | 841 | −29,80 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34 998 | −3,57 | 2 902 | −2,19 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 32 226 | −0,06 | 2 672 | 1,37 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7 517 | −47,80 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 435 | −15,80 | 451 | −14,58 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 256 317 | −4,72 | 21 254 | −3,36 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 20 477 | −3,81 | 1 695 | −2,64 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 622 | −39,96 | 217 | −39,22 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 213 543 | −2,52 | 17 707 | −1,14 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 5 028 | −26,56 | 417 | −25,58 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 46 782 | −0,04 | 3 879 | 1,39 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 106 727 | −1,96 | 9 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 46 352 | −0,43 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 260 | −3,70 | 22 | −4,55 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 777 | −42,97 | 645 | −42,19 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 178 310 | −4,01 | 14 785 | −2,65 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 36 061 | −83,13 | 2 990 | −82,62 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2 | 528 900 | −15,63 | 43 856 | −14,44 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 14 123 | −2,74 | 1 171 | −1,35 | ||||
| 2025-07-31 | 13F | United Community Bank | 37 932 | −4,05 | 3 145 | −2,69 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 471 | −19,69 | 537 | −18,54 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1 035 452 | −5,92 | 85 860 | −2,82 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 113 | −73,29 | 9 | −73,53 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 69 036 | −26,51 | 5 724 | −25,46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 106 174 | −22,83 | 8 804 | −21,74 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 172 846 | −0,16 | 14 332 | 1,25 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7 934 | −17,53 | 658 | −16,41 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 988 | −99,02 | 248 | −99,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 70 394 | −20,37 | 5 837 | −19,23 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 17 878 | −4,96 | 1 482 | −3,64 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 183 621 | −0,48 | 15 226 | 0,93 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 286 | −9,95 | 272 | −6,85 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5 605 | −0,12 | 465 | 1,31 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 611 | −27,69 | 51 | −27,54 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 68 929 | −2,08 | 5 712 | −0,70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 228 | −25,94 | 2 507 | −24,90 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 35 845 | −9,36 | 2 964 | −8,35 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6 632 | −3,37 | 550 | −2,14 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 637 | −15,46 | 384 | −14,29 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 415 | −47,45 | 449 | −46,67 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 12 937 | −3,73 | 1 073 | −2,37 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 181 589 | −0,33 | 15 057 | 1,09 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 328 | −6,07 | 272 | −4,23 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 275 036 | −48,02 | 22 806 | −47,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 392 314 | −12,17 | 32 531 | −10,93 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 124 | −8,58 | 342 | −7,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 924 | −3,65 | 989 | −2,27 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 227 | −50,54 | 19 | −51,35 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 35 111 | −8,66 | 2 911 | −7,35 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1 820 | −46,78 | 151 | −46,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 265 196 | −43,10 | 21 990 | −42,29 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 7 419 | −12,54 | 615 | −11,26 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2 420 | −7,88 | 201 | −6,54 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 448 335 | −6,56 | 37 176 | −5,23 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4 095 | −2,80 | 340 | −1,45 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 050 520 | −1,46 | 87 109 | −0,06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 378 | −43,57 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 253 | −63,17 | 21 | −62,96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 83 869 | −54,18 | 6 954 | −53,53 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 10 788 | −41,17 | 895 | −40,36 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 22 557 | −7,38 | 1 865 | −6,33 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 104 838 | −1,90 | 8 693 | −0,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 100 | −6,50 | 340 | −5,31 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 568 777 | −2,34 | 47 163 | −0,96 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 19 920 | −0,50 | 1 652 | 0,92 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 106 369 | −59,51 | 8 820 | −58,93 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 43 456 | −3,29 | 3 603 | −1,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 15 975 | −17,78 | 1 325 | −16,62 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 55 306 | −7,55 | 4 586 | −6,24 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 70 129 | −66,72 | 5 815 | −66,25 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 086 376 | −12,42 | 836 362 | −11,17 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 704 638 | −1,55 | 58 429 | −0,16 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 405 | −15,80 | 1 112 | −13,00 | ||||
| 2025-06-23 | NP | PGDIX - Global Diversified Income Fund Institutional Class | 131 080 | −13,44 | 10 720 | −12,39 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 111 | −4,52 | 175 | −2,78 | ||||
| 2025-06-26 | NP | LUBIX - Thrivent Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 10 106 | −4,84 | 838 | −3,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 78 200 | −5,54 | 6 484 | −4,20 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 60 831 | −0,09 | 5 044 | 1,35 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 19 | −88,05 | 2 | −92,31 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 4 666 | −31,04 | 387 | −30,20 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 72 109 | −3,42 | 5 979 | −2,05 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 849 455 | −217,55 | −3 163 | −102,46 | |||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 56 210 | −8,84 | 4 661 | −7,56 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 6 580 | −9,35 | 546 | −8,09 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22 416 | −1,01 | 1 859 | 0,38 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 128 922 | −1,55 | 10 628 | −0,73 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 85 630 | −34,48 | 7 001 | −33,26 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 6 401 | −1,60 | 531 | −0,19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13 085 | −1,28 | 1 085 | 0,18 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2 515 | −40,59 | 209 | −39,88 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 217 129 | −2,27 | 18 004 | −0,88 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 39 228 | −32,03 | 3 253 | −31,07 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 112 552 | −1,41 | 9 328 | 1,61 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 11 346 | −3,77 | 941 | −2,39 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 360 | −52,51 | 30 | −52,46 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 487 | −65,31 | 206 | −64,85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 120 541 | −30,23 | 9 984 | −29,32 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29 971 | −98,13 | 2 485 | −98,10 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 17 347 | −23,35 | 1 438 | −22,27 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 857 192 | −5,12 | 71 078 | −3,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 277 | −0,79 | 686 | 0,59 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4 720 | −18,44 | 390 | −17,76 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 452 | −17,23 | 613 | −16,71 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 22 147 | −4,53 | 1 836 | −3,16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34 039 | −17,81 | 2 823 | −16,56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 929 | −18,37 | 242 | −17,47 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 6 581 | −5,78 | 546 | −4,55 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12 491 | −9,04 | 1 036 | −7,75 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 6 269 | −19,05 | 520 | −18,01 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 819 | −5,95 | 897 | −4,57 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 372 | −32,61 | 31 | −31,82 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 194 018 | −0,86 | 16 088 | 0,55 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7 666 | −0,04 | 636 | 1,28 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 40 875 | −8,13 | 3 389 | −6,82 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22 097 | −8,03 | 1 832 | −6,72 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 309 551 | −5,64 | 25 668 | −4,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 247 | −13,25 | 601 | −12,15 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 247 | −21,09 | 20 | −20,00 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 20 191 | −4,09 | 1 650 | −4,46 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 98 349 | −20,47 | 8 155 | −19,35 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 69 363 | −45,66 | 5 729 | −44,36 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 72 969 | −28,99 | 6 051 | −27,98 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 163 086 | −0,76 | 13 523 | 0,65 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 75 808 | −1,34 | 6 286 | 0,05 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 6 476 | −5,60 | 537 | −4,29 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 225 849 | −6,22 | 101 647 | −4,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 807 179 | −1,94 | 66 931 | −0,55 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 | 175 000 | −20,27 | 14 511 | −19,14 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 16 310 | −20,33 | 1 352 | −19,19 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 5 447 | −55,59 | 452 | −54,99 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 65 433 | −36,54 | 5 426 | −35,64 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 197 029 | −2,12 | 16 338 | −0,74 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 5 490 | −14,41 | 455 | −13,17 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 27 987 | −3,33 | 2 321 | −1,99 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 90 987 | −0,35 | 7 545 | 1,06 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 171 748 | −0,75 | 14 242 | 0,66 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 23 420 | −0,66 | 1 942 | 0,73 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 964 | −3,45 | 246 | −2,39 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 055 | −7,09 | 253 | −5,60 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 14 857 | −3,45 | 1 232 | −2,15 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | NP | SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A | 73 163 | −0,47 | 5 979 | −0,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 053 | −17,77 | 3 487 | −16,02 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 87 906 | −8,45 | 7 289 | −7,15 | ||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 691 | −12,98 | 638 | −11,77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 24 385 | −2,45 | 2 022 | −1,03 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 81 402 | −6,38 | 6 750 | −5,05 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 7 425 | −6,90 | 616 | −5,67 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9 764 | −1,99 | 810 | −0,61 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 690 | −8,00 | 57 | −6,56 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 29 060 | −21,30 | 2 410 | −20,21 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 54 408 | −1,36 | 4 511 | 0,04 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 13 048 | −0,39 | 1 082 | 1,03 | ||||
| 2025-08-14 | 13F | Betterment LLC | 29 548 | −8,01 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 313 298 | −0,65 | 25 979 | 0,76 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 631 | −26,95 | 799 | −25,97 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3 587 | −12,79 | 297 | −11,61 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 564 549 | −1,25 | 46 812 | 0,15 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Allocation Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77 368 | −3,04 | 6 415 | −1,66 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15 332 | −5,08 | 1 265 | −3,51 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 075 | −3,85 | 255 | −2,68 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 559 321 | −5,11 | 46 | −4,17 | ||||
| 2025-05-06 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 23 947 | −0,78 | 1 986 | 0,61 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6 658 | −6,86 | 552 | −5,48 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12 529 | −4,51 | 1 039 | −3,17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 489 | −46,56 | 41 | −45,95 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 010 | −60,34 | 415 | −59,79 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12 789 164 | −19,45 | 1 060 477 | −18,31 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 3 732 | −80,11 | 309 | −79,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 51 050 | −5,09 | 4 233 | −3,73 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 62 810 | −0,24 | 5 208 | 1,19 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 444 855 | −0,02 | 36 887 | 1,40 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 841 | −16,49 | 236 | −15,47 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 987 | −0,57 | 248 | 0,82 | ||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 43 513 | −26,41 | 3 556 | −26,70 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 9 839 | −4,17 | 816 | −1,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 65 400 | −24,98 | 5 423 | −23,92 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 124 | −3,59 | 425 | −2,30 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 377 205 | −1,78 | 31 278 | −0,39 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 142 | −61,93 | 12 | −63,33 | ||||
| 2025-05-13 | 13F | DDFG, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 |
