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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Archer Investment Corp | 13 | −96,05 | 5 | −96,26 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 684 | −1,72 | 248 | 9,29 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 727 | −4,46 | 1 350 | 6,38 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 868 | −1,70 | 314 | 9,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 390 | −13,40 | 504 | −3,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 594 | −21,22 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 7 741 | −12,88 | 2 805 | −3,04 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 037 | −0,19 | 376 | 10,95 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 2 262 | −17,20 | 820 | −7,87 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6 359 | −10,01 | 2 304 | 0,13 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 12 269 | −28,75 | 4 445 | −20,68 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 060 | −0,15 | 746 | 11,18 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 097 | −37,05 | 760 | −29,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 32 677 | −3,83 | 11 840 | 7,05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 63 756 | −1,25 | 23 100 | 9,92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 436 | −93,63 | 520 | −92,91 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 8 750 | −29,17 | 3 185 | −23,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 000 | −73,68 | 362 | −70,71 | |||
| 2025-07-08 | 13F | Boltwood Capital Management | 714 | −6,54 | 259 | 4,03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 500 | −62,12 | 906 | −57,87 | |||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 12 476 | −3,29 | 4 520 | 7,64 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2 226 | −1,20 | 806 | 9,96 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 | −38,00 | 11 | −31,25 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 9 988 | −6,98 | 3 619 | 3,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 370 | −41,87 | 1 221 | −35,31 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 1 885 | −5,94 | 683 | 4,60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 | −88,00 | 4 | −87,50 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 844 | −1,39 | 668 | 9,87 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 | −50,00 | 2 | −66,67 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 133 | −9,22 | 1 497 | 1,08 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 | −7,14 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 723 | −0,77 | 987 | 10,41 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 332 | −8,73 | 845 | 1,56 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 484 | −0,28 | 900 | 11,11 | ||||
| 2025-05-09 | 13F | Corbyn Investment Management Inc/md | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | ESG Planning | 14 050 | −9,85 | 5 090 | 0,34 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 638 | −22,29 | 231 | −13,48 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13 990 | −2,47 | 5 137 | 10,02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 745 | −19,51 | 632 | −10,35 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12 254 | −4,34 | 4 440 | 6,48 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 289 | −60,63 | 105 | −56,49 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | −90,91 | 36 | −89,94 | |||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 185 | −0,94 | 1 878 | 10,28 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2 745 | −2,56 | 995 | 8,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 43 497 | −6,74 | 15 760 | 3,81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 099 | −5,62 | 760 | 4,97 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 7 242 | −1,07 | 2 597 | 8,98 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 077 | −13,63 | 390 | −3,70 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 338 | −8,27 | 1 210 | 2,11 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 456 | −5,20 | 165 | 5,77 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 1 569 | −35,22 | 568 | −27,92 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 398 | −1,06 | 2 680 | 10,15 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 2 661 | −0,04 | 964 | 11,32 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1 034 | −30,14 | 374 | −22,25 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3 415 | −6,72 | 1 237 | 3,86 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 804 | −24,15 | 291 | −15,65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 1 592 | −8,14 | 577 | 2,13 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 290 | −46,88 | 4 091 | −40,88 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3 789 | −0,32 | 1 373 | 10,91 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 1 336 | −9,49 | 484 | 0,83 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 900 | −23,48 | 1 051 | −14,84 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 628 | −7,24 | 228 | 3,18 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 563 | −19,91 | 204 | −10,53 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 35 023 | −0,33 | 12 690 | 10,95 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 699 | −83,81 | 253 | −81,99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 539 | −2,52 | 2 007 | 8,49 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 51 458 | −1,90 | 18 644 | 9,20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 890 | −1,53 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 6 547 | −0,64 | 2 372 | 10,63 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1 656 | −0,90 | 600 | 10,50 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 15 687 | −8,19 | 5 684 | 2,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 026 | −5,32 | 14 865 | 5,39 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 862 | −14,06 | 312 | −4,29 | ||||
| 2025-08-05 | 13F | Burney Co/ | 1 125 | −2,34 | 408 | 8,53 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 795 | −9,36 | 1 737 | 0,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 192 653 | −16,09 | 69 802 | −6,60 | ||||
| 2025-05-08 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 20 044 | −1,22 | 7 262 | 9,96 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 720 | −34,23 | 623 | −26,79 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 676 | −0,29 | 245 | 10,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 68 180 | −1,42 | 25 | 9,09 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 718 | −0,83 | 260 | 10,64 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 510 | −9,21 | 1 274 | 1,03 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 4 735 | −0,78 | 1 715 | 10,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 421 | −4,69 | 515 | 6,19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 45 478 | −9,27 | 16 | 0,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 456 | −7,74 | 1 252 | 2,71 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 387 | −1,73 | 1 952 | 9,36 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 180 | −5,26 | 59 | −18,31 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 023 | −1,54 | 370 | 13,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 016 | −92,18 | 1 093 | −91,30 | ||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 24 749 | −2,90 | 8 967 | 8,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 822 | −1,79 | 298 | 9,19 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 28 050 | −16,52 | 10 163 | −7,08 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 29 487 | −1,96 | 10 629 | 8,75 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 428 | −10,19 | 518 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 459 | −1,92 | 166 | 9,21 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Zevin Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 1 209 | −1,23 | 438 | 9,80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 50 | −23,08 | 18 | −14,29 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 706 | −6,37 | 257 | 4,47 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 7 872 | −21,20 | 2 852 | −12,27 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 118 | −0,84 | 43 | 10,53 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Bearing Point Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 989 | −1,10 | 358 | 10,15 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 474 | −4,69 | 1 653 | 8,25 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 607 | −1,30 | 220 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 064 | −53,05 | 1 110 | −47,74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 710 | −1,53 | 982 | 9,61 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 718 | −76,36 | 260 | −73,68 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 3 542 | −6,64 | 1 283 | 3,97 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 061 | −42,48 | 1 834 | −35,98 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 417 | −17,68 | 876 | −8,38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 912 | −5,69 | 1 417 | 4,96 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 1 359 | −29,26 | 492 | −21,28 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 703 | −11,13 | 255 | −1,17 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 854 | −11,59 | 309 | −1,59 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 947 | −1,93 | 2 155 | 9,17 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 1 262 | −12,54 | 457 | −2,56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 398 | −8,41 | 1 231 | 1,99 | ||||
| 2025-05-15 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 104 | −2,29 | 5 110 | 8,75 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 563 | −3,26 | 204 | 7,41 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1 490 | −4,79 | 540 | 5,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 860 | −13,83 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55 601 | −19,87 | 20 145 | −10,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 563 | −6,13 | 566 | 4,43 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 114 | −44,44 | 766 | −38,21 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 1 574 | −3,32 | 570 | 7,75 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 621 | −6,05 | 225 | 4,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 703 | −17,39 | 255 | −7,97 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 112 | −35,63 | 40 | −28,57 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 669 | −4,13 | 1 692 | −7,49 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 16 194 | −2,65 | 5 271 | −15,57 | ||||
| 2025-05-05 | 13F | Optimist Retirement Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 1 257 | −55,74 | 455 | −11,65 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 134 | −7,13 | 411 | 3,27 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 52 773 | −21,00 | 19 066 | −12,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 609 | −64,66 | 2 395 | −60,66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 443 | −62,75 | 2 334 | −58,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 100 | −3,72 | 6 558 | 7,16 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7 000 | −21,35 | 2 536 | −12,46 | |||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 7 372 | −0,47 | 2 623 | −1,24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 278 | −10,32 | 101 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 864 | −8,67 | 313 | 1,95 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 354 277 | −11,81 | 128 362 | −1,84 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 94 | −32,86 | 34 | −24,44 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 551 | −19,42 | 2 373 | −10,32 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 33 020 | −1,14 | 11 964 | 10,03 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1 326 | −2,64 | 481 | 8,35 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 7 372 | −2,29 | 2 671 | 8,80 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1 322 | −4,34 | 479 | 1,48 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 716 | −4,41 | 259 | −7,83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 217 | −2,93 | 803 | 8,08 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4 199 | −0,21 | 1 521 | 11,10 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 29 655 | −6,84 | 10 745 | 3,70 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 435 | −18,33 | 520 | −9,11 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 67 152 | −18,46 | 24 331 | −9,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 114 | −4,90 | 30 748 | 12,14 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 346 | −4,23 | 1 937 | 6,61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 585 | −54,26 | 212 | −56,04 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 2 400 | −7,34 | 870 | 3,08 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 12 613 | −0,06 | 4 106 | −13,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 865 | −26,35 | 2 125 | −18,02 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 102 | −75,37 | 762 | −72,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 479 965 | −7,38 | 173 901 | 3,10 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1 353 | −4,79 | 490 | 6,06 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 796 | −11,36 | 288 | −1,37 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 8 581 | −0,54 | 3 109 | 10,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 32 052 | −44,50 | 11 613 | −38,23 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 340 | −0,41 | 3 746 | 10,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 583 | −23,38 | 2 748 | −16,93 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 10 751 | −0,55 | 3 895 | 10,72 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 2 179 | −2,07 | 789 | 8,98 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 16 272 | −2,01 | 5 896 | 9,07 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 8 404 | −36,23 | 3 045 | −29,03 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 4 269 | −3,02 | 1 547 | 7,89 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 297 | −19,07 | 108 | −10,08 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 947 | −2,68 | 1 068 | 8,32 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 442 | −8,11 | 4 870 | 2,29 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 6 471 | −0,98 | 2 368 | 1,07 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 552 | −2,21 | 562 | 8,91 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 144 | −6,31 | 414 | 4,28 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 62 | −72,81 | 22 | −70,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 122 349 | −6,95 | 44 329 | 3,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 491 | −16,88 | 3 090 | −7,21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 760 | −9,52 | 275 | 0,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2 326 | −16,00 | 843 | −6,55 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 648 | −23,12 | 3 858 | −14,42 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 072 | −6,58 | 751 | 3,88 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 86 | −57,21 | 31 | −52,31 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 1 222 | −24,66 | 443 | −16,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 83 | −4,60 | 30 | 7,14 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 676 | −54,20 | 245 | −49,17 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 19 390 | −2,78 | 7 024 | 8,19 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 735 | −4,25 | 629 | 6,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32 220 | −7,16 | 12 | 0,00 | ||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 532 | −6,13 | 555 | 4,52 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 628 | −2,18 | 228 | 9,13 | ||||
| 2025-04-03 | 13F | Collective Family Office Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 1 989 | −52,98 | 721 | −47,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 929 | −0,15 | 5 047 | 11,15 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 330 | −2,21 | 482 | 8,82 |
