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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 40 800 | −85,31 | 3 244 | −85,21 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 173 191 | −0,72 | 13 769 | −0,02 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 366 225 | −0,79 | 29 115 | −0,09 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1 235 020 | −9,13 | 98 185 | −8,48 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 66 649 | −0,52 | 5 299 | 0,19 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 220 | −34,81 | 1 130 | −34,34 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 15 429 | −2,42 | 1 227 | −1,76 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 440 479 | −1,54 | 35 018 | −0,84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 412 619 | −43,61 | 32 803 | −43,21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 936 | −2,02 | 869 | −1,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 295 969 | −27,58 | 23 530 | −27,06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 186 369 | −2,05 | 14 816 | −1,35 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3 953 | −32,59 | 314 | −32,03 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5 110 | −5,02 | 0 | |||||
| 2025-07-08 | 13F | TL Private Wealth | 181 369 | −0,66 | 14 332 | 0,47 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10 914 | −54,54 | 868 | −54,25 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3 355 | −75,35 | 267 | −75,23 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 122 | −43,52 | 10 | −47,06 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43 865 | −10,39 | 3 487 | −9,76 | ||||
| 2025-05-23 | 13F | Triune Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 42 493 | −1,70 | 3 378 | −1,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 86 | −1,15 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 88 381 | −3,94 | 7 026 | 100 271,43 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 091 | −13,27 | 560 | −11,41 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 187 991 | −8,99 | 14 945 | −8,34 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6 224 | −9,91 | 491 | −8,74 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 48 006 | −3,14 | 3 788 | −3,17 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 68 941 | −5,70 | 5 481 | −5,03 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 221 429 | −40,46 | 17 604 | −40,04 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 53 388 | −1,30 | 4 244 | −0,61 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 4 864 | −1,26 | 387 | −0,52 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 113 616 | −2,19 | 9 032 | −1,49 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11 098 | −8,52 | 882 | −7,84 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 160 | −0,09 | 967 | 0,63 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 62 837 | −2,50 | 4 996 | −1,81 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 644 | −7,09 | 608 | −6,47 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 12 088 | −1,27 | 961 | 0,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 929 | −5,16 | 153 | −4,37 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12 542 | −28,49 | 993 | −28,12 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 31 668 | −0,86 | 2 518 | −0,16 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127 722 | −5,52 | 10 154 | −4,85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 6 919 | −7,96 | 550 | −7,25 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 86 494 | −17,96 | 6 876 | −16,39 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 79 805 | −5,89 | 6 344 | −5,23 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 250 | −36,06 | 20 | −36,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7 686 | −33,66 | 612 | −32,75 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4 101 | −11,71 | 326 | −10,93 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 599 | −2,00 | 366 | −1,35 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 338 868 | −2,49 | 26 940 | −1,80 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 781 | −5,31 | 539 | −4,77 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 341 | −21,58 | 3 843 | −20,07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 40 967 | −2,02 | 3 257 | −1,33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 387 676 | −1,75 | 30 820 | −1,05 | ||||
| 2025-08-12 | 13F | Bokf, Na | 737 | −45,37 | 59 | −45,28 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 067 | −0,23 | 244 | 0,41 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 390 | −24,50 | 270 | −24,01 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 35 394 | −1,67 | 2 814 | −0,99 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5 813 | −13,66 | 462 | −12,99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11 193 | −10,86 | 890 | −10,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 160 044 | −6,73 | 92 224 | −6,07 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18 541 | −6,56 | 1 474 | −5,87 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4 014 | −3,51 | 319 | −2,74 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 871 | −10,96 | 1 341 | −10,30 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 22 549 | −6,19 | 1 793 | −5,54 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5 867 | −58,80 | 466 | −58,54 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 120 148 | −1,72 | 9 552 | −1,03 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 128 762 | −0,46 | 10 237 | 0,24 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 707 | −56,05 | 374 | −55,74 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 944 | −14,70 | 791 | −14,13 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4 353 | −3,76 | 346 | −3,08 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 366 195 | −1,30 | 29 113 | −0,60 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 724 | −9,80 | 217 | −9,24 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 19 195 | −16,33 | 1 526 | −15,69 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 74 226 | −0,79 | 5 901 | −0,10 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 882 | −8,97 | 547 | −7,45 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 5 226 | −4,39 | 415 | −3,71 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 17 065 | −0,67 | 1 357 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 656 | −86,97 | 529 | −86,88 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13 751 | −2,03 | 1 093 | −1,35 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 1 004 225 | −31,42 | 80 | −31,30 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 59 356 | −17,15 | 4 717 | −16,56 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 16 899 | −32,98 | 1 344 | −32,34 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 033 | −9,35 | 241 | −8,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80 279 | −12,83 | 6 382 | −12,20 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 2 070 000 | −57,30 | 164 565 | −57,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 100 102 | −21,59 | 7 958 | −21,03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 945 | −5,37 | 234 | −4,90 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14 811 | −14,32 | 1 177 | −13,71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 473 | −0,36 | 197 | 0,51 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 35 779 | −5,86 | 2 844 | −5,20 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | −18,28 | 6 | −14,29 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36 160 | −16,93 | 2 875 | −16,36 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5 080 | −5,87 | 404 | −4,05 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 96 812 | −2,63 | 7 697 | −1,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 297 153 | −1,12 | 23 624 | 0,61 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17 718 | −6,08 | 1 | 0,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 216 338 | −0,50 | 17 199 | 0,20 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 18 190 | −1,62 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4 600 | −10,68 | 366 | −10,10 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 087 | −9,54 | 325 | −8,99 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 096 | −13,98 | 246 | −13,38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 760 | −11,21 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 45 725 | −2,01 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 039 | −10,89 | 83 | −10,87 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 95 488 | −15,58 | 7 590 | −15,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 455 | −7,85 | 116 | −7,26 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 20 728 | −3,64 | 1 648 | −2,95 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 7 924 | −4,30 | 1 | |||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7 820 | −5,43 | 622 | −4,75 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 69 731 | −1,13 | 5 544 | −0,43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27 923 | −2,36 | 2 220 | −1,68 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5 377 | −3,57 | 427 | −2,95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46 832 | −13,04 | 3 723 | −12,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 852 374 | −7,79 | 147 | −6,96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 297 | −99,39 | 76 | −99,54 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 449 | −5,29 | 115 | −4,17 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 15 052 | −7,36 | 1 197 | −6,71 | ||||
| 2025-04-16 | 13F | West Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16 711 | −7,51 | 1 329 | −6,87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10 404 | −0,09 | 827 | 0,73 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 33 819 | −1,43 | 2 689 | −0,74 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 34 366 | −15,69 | 2 732 | −15,08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 854 927 | −0,40 | 67 967 | 0,31 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 620 054 | −0,38 | 49 294 | 0,32 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30 691 | −3,39 | 2 440 | −2,71 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 832 302 | −12,17 | 225 168 | −11,55 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 139 992 | −37,88 | 11 129 | −37,44 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 17 448 | −1,65 | 1 387 | −0,93 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 154 064 | −0,71 | 250 748 | −0,01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4 652 | −26,58 | 370 | −26,20 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21 335 | −1,54 | 1 696 | −0,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429 066 | −19,35 | 34 | −17,07 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 38 799 | −12,75 | 3 085 | −12,14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 187 751 | −4,04 | 14 926 | −3,35 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 34 412 | −3,86 | 2 736 | −3,19 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 46 630 | −1,69 | 4 | 0,00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 791 | −80,14 | 301 | −80,01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 617 163 | −0,73 | 49 064 | −0,03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4 263 | −7,12 | 339 | −6,63 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3 330 | −57,20 | 265 | −57,00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 62 127 | −3,48 | 4 939 | −2,79 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 213 099 | −7,32 | 16 920 | −6,78 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8 044 | −5,85 | 639 | −5,19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 13 881 | −74,84 | 1 100 | −74,67 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 39 996 | −28,17 | 3 180 | −27,67 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 202 | −83,25 | 16 | −83,87 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 200 116 | −3,38 | 15 909 | −2,69 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8 247 | −5,12 | 1 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3 193 | −12,28 | 254 | −11,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 210 | −12,83 | 971 | −12,22 | ||||
| 2025-05-16 | 13F | Financial Strategies Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53 957 | −3,34 | 4 290 | −2,66 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49 254 | −1,24 | 3 916 | −0,53 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 13 444 | −8,24 | 1 069 | −7,61 | ||||
| 2025-07-09 | 13F | Exchange Bank | 16 240 | −3,80 | 1 291 | −3,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51 725 | −21,75 | 4 112 | −21,20 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 427 216 | −3,84 | 33 964 | 96 937,14 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 613 194 | −2,17 | 48 749 | −1,47 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 466 | −4,73 | 276 | −4,18 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 734 213 | −1,59 | 58 370 | −0,89 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 41 746 | −0,11 | 3 312 | 0,39 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3 533 | −1,72 | 281 | −1,06 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36 149 | −6,12 | 2 874 | −5,46 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 104 092 | −47,88 | 8 | −46,67 | ||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 1 792 494 | −29,35 | 142 503 | −28,84 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 43 596 | −6,66 | 3 466 | −6,02 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 156 | −67,57 | 12 | −67,57 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3 111 | −7,44 | 247 | −6,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 70 442 | −0,60 | 5 600 | 0,11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 638 | −23,13 | 51 | −23,08 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 31 145 | −54,59 | 2 476 | −54,27 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 539 | −6,91 | 43 | −6,67 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 897 | −2,77 | 469 | −2,09 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | OVT - Overlay Shares Short Term Bond ETF | 627 321 | −27,59 | 49 615 | −27,40 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5 050 | −8,38 | 401 | −7,82 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 50 514 | −15,72 | 4 016 | −15,13 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 295 | −23,46 | 659 | −22,92 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 12 518 | −3,66 | 995 | −2,93 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4 771 | −8,02 | 379 | −7,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 357 860 | −12,93 | 28 450 | −12,31 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 12 331 | −0,05 | 980 | 0,72 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26 305 | −0,44 | 2 091 | 0,29 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 416 675 | −1,63 | 33 126 | −0,93 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 420 | −2,02 | 351 | −1,40 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 66 026 | −7,33 | 5 249 | −6,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 316 | −13,79 | 2 569 | −13,18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13 589 | −15,86 | 1 081 | −15,22 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 63 485 | −0,93 | 5 047 | −0,22 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 19 111 | −7,53 | 1 519 | −6,87 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2 788 | −23,87 | 222 | −23,53 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 39 418 | −5,17 | 3 134 | −4,51 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9 726 | −7,15 | 773 | −6,42 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 284 | −38,47 | 420 | −37,96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113 718 | −7,79 | 9 041 | −7,14 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 8 131 | −72,09 | 644 | −71,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 419 | −27,76 | 271 | −27,35 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2 683 | −0,07 | 213 | 0,95 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 30 879 | −26,62 | 2 451 | −26,23 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 9 429 | −14,26 | 750 | −13,71 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 5 491 | −17,70 | 437 | −17,11 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 130 493 | −28,89 | 10 | −28,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 400 196 | −1,49 | 111 316 | −0,79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 93 322 | −1,48 | 7 556 | 1,06 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 599 518 | −4,10 | 47 662 | −3,42 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 118 111 | −10,99 | 9 390 | −10,37 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12 626 | −1,87 | 1 004 | −1,18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 168 096 | −44,05 | 13 357 | −43,69 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 908 | −58,72 | 152 | −58,52 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11 689 | −27,22 | 929 | −26,68 | ||||
| 2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91 325 | −3,34 | 7 260 | −2,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 154 | −1,28 | 1 832 | −0,76 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12 714 | −7,54 | 1 011 | −6,91 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 629 | −0,16 | 50 | 2,04 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 95 048 | −5,06 | 7 556 | −4,38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 190 526 | −1,36 | 15 040 | −0,18 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 018 | −16,87 | 2 704 | −16,28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 311 | −11,71 | 580 | −11,33 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 237 | −0,58 | 257 | 0,00 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 31 411 | −11,23 | 2 494 | −10,74 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9 792 | −0,29 | 778 | 0,39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 005 | −2,43 | 80 | −2,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 194 | −13,78 | 1 446 | −13,15 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 9 185 | −15,56 | 725 | −14,50 | ||||
| 2025-07-25 | NP | PNIIX - Bond Market Index Fund Institutional Class | 40 000 | −11,11 | 3 164 | −10,88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 79 294 | −3,49 | 6 304 | −2,81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 131 378 | −0,65 | 10 397 | −0,39 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 19 475 | −5,13 | 1 548 | −4,44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 686 | −39,82 | 293 | −39,34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 22 734 | −10,19 | 1 807 | −9,56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 250 | −5,28 | 258 | −4,44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1 285 | −3,75 | 102 | −2,86 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 146 340 | −7,06 | 11 634 | −6,40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 121 747 | −7,62 | 9 620 | −7,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 663 | −38,36 | 1 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 4 590 | −5,63 | 365 | −4,96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 25 539 | −11,11 | 2 023 | −10,49 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 325 | −36,44 | 185 | −35,89 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 9 239 | −0,70 | 734 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 383 | −65,23 | 348 | −65,03 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1 305 | −21,15 | 104 | −20,77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 113 622 | −1,13 | 9 033 | −0,44 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 203 017 | −3,23 | 16 140 | −2,55 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 743 | −4,07 | 1 490 | −3,37 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 720 835 | −0,71 | 57 306 | −0,01 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 24 762 | −1,76 | 1 969 | −1,06 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36 983 | −23,69 | 2 940 | −23,14 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 12 093 | −0,68 | 961 | 0,00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 15 200 | −3,65 | 1 208 | −2,97 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 554 | −1,96 | 283 | −1,40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 866 620 | −3,07 | 68 897 | −2,38 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 92 355 | −9,78 | 7 342 | −9,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 333 730 | −0,33 | 26 532 | 0,37 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4 029 | −21,90 | 320 | −21,38 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3 985 | −22,41 | 315 | −21,50 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7 058 | −21,49 | 561 | −20,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 72 899 | −1,53 | 5 796 | −0,84 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 71 730 | −6,10 | 5 703 | −5,44 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 5 506 | −0,81 | 438 | −0,23 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 24 492 | −4,24 | 1 947 | −3,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 215 033 | −31,20 | 17 095 | −30,71 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2 900 | −89,61 | 231 | −89,19 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | −61,63 | 40 | −61,76 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3 346 | −4,02 | 266 | −3,27 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 5 596 | −3,02 | 445 | −2,42 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11 109 | −8,58 | 883 | −7,92 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6 706 | −33,52 | 533 | −32,19 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 320 165 | −9,34 | 25 453 | −8,69 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 10 848 | −10,59 | 862 | −9,93 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 43 547 | −1,07 | 3 462 | −0,35 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 77 043 | −2,75 | 6 125 | −2,06 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 80 140 | −3,04 | 6 371 | −2,35 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 8 002 | −11,03 | 636 | −10,30 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 594 | −46,93 | 206 | −46,49 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 18 242 | −8,38 | 1 450 | −7,70 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 23 351 | −4,32 | 1 856 | −3,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 843 635 | −1,18 | 464 569 | −0,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 460 | −4,20 | 1 150 | −3,53 | ||||
| 2025-08-11 | 13F | Factorial Partners, Llc | 3 600 | −87,23 | 286 | −87,15 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19 340 | −0,64 | 1 538 | 0,07 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 147 993 | −1,86 | 11 683 | −1,86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 40 930 | −3,42 | 3 254 | −2,75 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 74 184 | −9,53 | 5 898 | −8,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 270 | −76,97 | 260 | −76,87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3 917 | −24,28 | 311 | −23,77 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9 545 | −33,79 | 759 | −33,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 565 410 | −0,54 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 251 623 | −2,15 | 20 004 | −1,46 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 14 851 | −0,73 | 1 181 | −0,34 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 823 | −1,15 | 2 132 | −0,47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 105 302 | −0,97 | 8 372 | −0,26 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 497 | −81,93 | 276 | −81,99 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 10 118 | −1,69 | 804 | −0,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 265 | −15,67 | 2 406 | −15,07 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 440 | −3,55 | 432 | −2,92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 225 | −22,41 | 18 | −22,73 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 5 292 | −1,85 | 421 | −1,18 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 42 997 | −40,26 | 3 418 | −39,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76 466 | −4,00 | 6 079 | −3,31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 132 953 | −1,62 | 10 570 | −0,92 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15 124 | −3,48 | 1 202 | −2,75 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 99 849 | −16,68 | 7 938 | −16,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18 506 | −15,37 | 1 471 | −14,77 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 350 | −15,78 | 346 | −15,44 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 916 | −15,14 | 788 | −14,53 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2 676 | −37,75 | 213 | −37,46 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 59 892 | −1,16 | 4 761 | −0,46 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 175 | −68,35 | 14 | −69,77 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 740 | −3,93 | 1 013 | −3,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 949 055 | −2,41 | 75 450 | −1,72 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 43 984 | −1,75 | 3 497 | −1,05 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 52 847 | −1,35 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93 927 | −24,31 | 7 467 | −23,78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 005 213 | −1,28 | 79 914 | −0,58 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 319 986 | −9,56 | 25 439 | −8,93 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 173 661 | −0,17 | 13 806 | 0,54 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2 418 | −93,57 | 690 | −76,77 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 67 777 | −6,09 | 5 388 | −5,42 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 709 | −0,17 | 374 | 0,54 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | −10,92 | 25 | −11,11 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 826 | −4,30 | 225 | −2,61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4 850 | −5,70 | 386 | −4,94 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 66 266 | −2,62 | 5 265 | −1,90 | ||||
| 2025-07-31 | 13F | United Community Bank | 2 319 | −2,28 | 184 | −1,60 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 29 830 | −1,28 | 2 371 | −0,59 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 18 417 | −1,97 | 1 464 | −1,28 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 5 802 | −40,27 | 461 | −39,82 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 594 | −66,36 | 365 | −66,14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 679 | −3,70 | 769 | −3,03 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 10 492 | −6,98 | 834 | −6,29 | ||||
| 2025-05-09 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42 719 | −6,35 | 3 396 | −5,67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 8 328 | −0,50 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 152 433 | −19,99 | 12 118 | −19,43 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 227 | −32,17 | 98 | −31,69 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28 398 | −4,63 | 2 258 | −3,96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 300 | −41,97 | 24 | −42,50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4 743 | −10,41 | 377 | −9,59 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 192 | −50,13 | 15 | −50,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107 549 | −3,03 | 8 550 | −2,34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34 945 | −6,22 | 2 778 | −5,54 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 998 636 | −0,90 | 79 392 | −0,20 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 382 843 | −11,62 | 30 436 | −11,00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2 993 | −4,47 | 238 | −4,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429 844 | −6,93 | 34 001 | −6,74 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18 193 | −7,21 | 1 446 | −6,53 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 23 247 | −1,42 | 1 848 | −0,70 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 115 247 | −2,54 | 9 162 | −1,84 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 19 085 | −4,32 | 1 517 | −3,62 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 41 021 | −2,78 | 3 261 | −2,07 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 161 161 | −5,91 | 12 812 | −5,24 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 22 560 | −0,78 | 1 794 | −0,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79 816 | −0,44 | 6 345 | 0,27 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 117 217 | −0,55 | 9 319 | 0,15 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 949 | −5,98 | 313 | −4,86 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 680 | −10,53 | 293 | −8,75 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63 077 | −7,17 | 5 015 | −6,52 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 3 364 | −7,73 | 267 | −6,97 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3 526 | −1,95 | 280 | −1,06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 427 | −22,48 | 352 | −21,12 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 859 952 | −4,69 | 227 366 | −4,02 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 21 976 | −0,75 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17 666 | −12,68 | 1 404 | −12,09 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 793 300 | −38,31 | 63 067 | −37,87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 495 | −6,97 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 | −73,26 | 5 | −75,00 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 11 202 | −39,56 | 891 | −39,17 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 15 921 | −0,65 | 1 260 | −0,47 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 27 816 | −0,68 | 2 211 | 0,05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 153 018 | −2,00 | 12 165 | −1,31 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 17 257 907 | −10,69 | 1 372 004 | −10,05 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 76 704 | −3,07 | 6 098 | −2,39 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 13 846 | −1,68 | 1 101 | −0,99 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 963 | −0,20 | 474 | 0,64 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7 750 | −16,49 | 616 | −15,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22 676 | −3,03 | 1 803 | −2,33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10 589 | −1,74 | 842 | −1,06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25 391 | −15,35 | 2 019 | −14,74 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 27 486 | −1,77 | 2 185 | −1,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 724 724 | −1,84 | 614 050 | −1,15 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 694 | −3,81 | 689 | −3,37 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Country Club Bank /gfn | 78 997 | −3,54 | 6 272 | −2,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101 535 | −0,43 | 8 073 | 0,27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20 386 | −57,78 | 1 621 | −57,49 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 4 848 | −38,36 | 385 | −37,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1 075 599 | −1,62 | 85 510 | −0,92 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 284 791 | −2,72 | 22 641 | −2,03 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 7 613 | −1,49 | 605 | −0,82 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 91 323 | −10,62 | 7 260 | −9,98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25 775 | −4,25 | 2 049 | −3,58 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 72 204 | −1,37 | 5 740 | −0,66 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 403 499 | −0,65 | 32 078 | 0,06 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 14 335 | −19,30 | 1 135 | −18,05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 009 | −0,10 | 80 | 1,27 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16 672 | −3,79 | 1 319 | −3,58 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 17 261 | −2,63 | 1 372 | −1,93 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 250 068 | −0,94 | 19 880 | −0,24 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 43 887 | −1,83 | 3 489 | −1,13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331 015 | −5,66 | 26 316 | −4,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 973 | −17,48 | 475 | −16,99 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2 960 | −11,90 | 235 | −11,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 37 238 | −14,81 | 2 952 | −14,43 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 103 791 | −1,31 | 8 251 | −0,61 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 120 152 | −0,66 | 9 552 | 0,04 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 23 742 | −2,20 | 1 887 | −1,51 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 074 | −42,52 | 244 | −42,18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25 087 | −4,16 | 1 994 | −3,48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 5 491 | −13,40 | 437 | −12,80 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 46 529 | −13,07 | 3 693 | −11,92 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 31 083 | −0,73 | 2 471 | 0,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 826 | −4,62 | 66 | −4,41 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 531 | −0,59 | 201 | 0,50 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 161 159 | −4,67 | 12 722 | −5,36 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4 825 | −42,70 | 384 | −42,32 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 369 | −12,17 | 824 | −11,59 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 359 | −57,77 | 267 | −57,64 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 984 | −17,48 | 635 | −16,91 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 141 | −7,15 | 647 | −6,50 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57 368 | −36,31 | 4 551 | −36,01 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 5 154 | −6,09 | 410 | −5,54 | ||||
| 2025-07-25 | 13F | CV Advisors LLC | 5 267 | −26,51 | 417 | −25,93 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2 862 | −46,09 | 228 | −45,82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 904 | −20,80 | 151 | −20,11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 489 | −3,05 | 4 173 | −2,39 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29 947 | −0,18 | 2 381 | 0,51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 106 440 | −6,74 | 8 402 | −5,63 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 655 | −4,56 | 609 | −3,95 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 13 858 | −57,93 | 1 102 | −55,82 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 369 | −50,00 | 29 | −50,00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 105 043 | −2,26 | 8 308 | −2,01 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 11 700 | −10,25 | 930 | −9,62 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 12 894 | −62,09 | 1 025 | −61,81 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 2 526 | −1,56 | 201 | −0,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 43 | −99,08 | 3 | −99,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 95 162 | −1,18 | 7 565 | −0,47 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 381 603 | −4,63 | 30 337 | −3,95 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 171 | −1,84 | 411 | −0,96 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2 667 | −8,63 | 212 | −7,83 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 082 | −0,87 | 245 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 372 | −16,70 | 109 | −14,84 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 6 059 | −8,69 | 482 | −8,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 70 060 | −5,34 | 5 570 | −4,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 139 848 | −13,80 | 11 062 | −13,62 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 8 092 | −38,69 | 643 | −38,23 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 84 538 | −6,72 | 6 721 | −6,07 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16 505 | −2,53 | 1 312 | −1,80 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7 178 | −29,18 | 571 | −28,75 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 12 180 | −0,46 | 968 | 0,31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11 977 | −2,07 | 952 | −1,35 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 300 250 | −4,22 | 23 870 | −3,54 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 165 468 | −0,88 | 13 155 | −0,18 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 245 | −0,06 | 417 | 0,48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34 124 | −1,13 | 2 713 | −0,44 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4 468 | −63,79 | 354 | −63,53 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 120 521 | −51,95 | 10 | −52,63 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 31 | −32,61 | 2 | −33,33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 5 386 | −0,02 | 428 | 0,71 | ||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 192 | −3,94 | 254 | −3,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 895 | −11,07 | 310 | −10,43 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 16 386 | −30,17 | 1 303 | −29,70 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 58 055 | −2,19 | 4 615 | −1,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 916 | −1,79 | 1 981 | −1,10 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 184 372 | −0,75 | 14 658 | −0,05 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1 201 245 | −2,62 | 68 043 | −2,95 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 29 267 | −0,47 | 2 327 | 0,22 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 59 814 | −1,48 | 4 755 | −0,77 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 2 134 | −4,69 | 170 | −3,98 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4 420 | −0,56 | 351 | 0,29 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 53 009 | −25,15 | 4 214 | −24,62 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 100 042 | −1,17 | 7 953 | −0,48 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 949 420 | −0,70 | 76 | 0,00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23 753 | −6,72 | 1 888 | −6,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 052 | −14,94 | 0 | |||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 3 850 | −45,00 | 0 | |||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3 244 | −64,27 | 258 | −64,11 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5 520 | −2,30 | 439 | −1,79 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 79 784 | −0,95 | 6 343 | −0,25 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 29 862 | −44,98 | 2 374 | −44,58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 395 784 | −0,88 | 31 465 | −0,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35 955 | −13,74 | 2 858 | −12,89 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 112 143 | −2,11 | 8 869 | −1,85 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 814 | −6,43 | 303 | −5,61 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3 882 | −0,87 | 309 | −0,32 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3 563 | −18,37 | 283 | −17,73 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 19 219 | −49,32 | 1 528 | −48,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 536 059 | −2,94 | 122 117 | −2,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 244 249 | −5,07 | 19 418 | −4,40 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 38 862 | −34,94 | 3 090 | −34,47 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 12 320 | −0,12 | 979 | 0,62 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5 737 | −38,83 | 456 | −38,38 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 883 | −0,65 | 229 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8 709 | −19,38 | 692 | −17,81 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 410 405 | −35,72 | 32 627 | −35,26 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25 840 | −28,21 | 2 054 | −27,70 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 2 920 | −11,70 | 232 | −11,11 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 42 898 | −24,57 | 3 410 | −24,04 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7 575 | −11,56 | 600 | −10,86 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 400 | −12,09 | 32 | −11,43 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 3 634 | −12,09 | 289 | −11,66 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 442 | −3,48 | 115 | −2,56 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3 827 | −10,37 | 304 | −9,79 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 38 961 | −0,23 | 3 097 | 0,49 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 151 370 | −22,58 | 12 034 | −22,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 21 234 | −5,42 | 1 688 | −4,74 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 9 712 | −10,40 | 772 | −9,71 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 24 800 | −23,22 | 1 972 | −22,68 | ||||
| 2025-08-01 | 13F | Motco | 1 516 | −4,05 | 120 | −3,23 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3 492 | −0,80 | 278 | 0,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 10 665 | −11,74 | 848 | −11,12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 126 614 | −18,62 | 10 066 | −18,05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71 821 | −6,61 | 5 710 | −5,95 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 800 000 | −451,22 | −1 134 | −102,94 | |||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 2 806 | −0,04 | 223 | 0,90 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 93 | −3,12 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 18 761 | −0,93 | 1 492 | −0,20 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5 170 | −1,62 | 411 | −0,72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 125 307 | −20,22 | 10 | −25,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8 500 | −96,03 | 676 | −96,01 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 3 840 | −9,46 | 0 | |||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 115 341 | −1,68 | 9 170 | −0,98 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 387 411 | −2,53 | 30 799 | −1,84 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 13 858 | −57,93 | 1 102 | −55,82 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 3 894 | −70,60 | 310 | −70,43 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 494 | −1,34 | 2 583 | −0,65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 853 | −2,41 | 386 | −1,79 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 8 175 | −0,87 | 650 | −0,15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 271 405 | −2,46 | 419 077 | −1,77 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30 199 | −1,81 | 2 397 | −1,28 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 453 740 | −1,54 | 36 072 | −0,84 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 1 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 17 983 | −10,59 | 1 430 | −9,96 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 30 523 | −10,23 | 2 427 | −9,61 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 526 | −6,38 | 121 | −5,47 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12 676 393 | −39,26 | 1 007 773 | −38,83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 83 944 | −15,26 | 6 674 | −14,66 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 13 972 | −1,33 | 1 111 | −0,63 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 27 887 | −2,64 | 2 217 | −1,90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 145 886 | −0,66 | 11 598 | 0,03 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41 703 | −12,33 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 339 | −17,63 | 345 | −17,11 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 340 810 | −0,49 | 27 094 | 0,21 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 458 | −0,43 | 36 | 0,00 |
