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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Greenline Partners, LLC | 25 147 | −3,99 | 5 507 | −3,91 | ||||
| 2025-04-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 690 | −0,92 | 1 246 | −0,80 | ||||
| 2025-07-31 | 13F | City State Bank | 753 | −4,32 | 165 | −4,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 469 | −0,12 | 1 417 | −0,07 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 862 | −1,85 | 627 | −1,88 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 019 | −24,80 | 223 | −24,66 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10 347 | −0,42 | 2 266 | −0,35 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 905 | −23,27 | 1 950 | −23,20 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 11 718 | −0,29 | 2 566 | −0,19 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36 045 | −2,16 | 7 894 | −2,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 022 | −0,99 | 1 100 | −0,90 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 7 341 | −2,07 | 1 608 | −2,01 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11 357 | −11,96 | 2 | 0,00 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 085 | −1,34 | 1 552 | −1,27 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 5 524 | −46,19 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 2 980 | −0,10 | 653 | 0,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2 026 | −1,36 | 444 | −0,67 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 13 | −60,61 | 3 | −71,43 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 11 071 | −3,16 | 2 425 | −3,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90 518 | −17,34 | 19 824 | −17,27 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 45 953 | −5,36 | 10 064 | −5,29 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 266 | −6,90 | 715 | −6,78 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 700 | −3,45 | 153 | −3,16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 74 | −98,36 | 16 | −98,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 210 | −4,12 | 265 | −3,99 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 717 | −3,37 | 4 756 | −3,29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 78 643 | −2,00 | 17 223 | −1,91 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 352 | −4,09 | 77 | −3,75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 | −19,23 | 5 | −20,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 23 187 | −37,70 | 5 078 | −37,65 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 1 144 | −2,64 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 342 | −81,57 | 294 | −81,61 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1 644 | −14,24 | 360 | −14,08 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1 027 | −14,70 | 225 | −14,83 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 018 | −0,10 | 223 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 720 | −0,07 | 604 | 1,34 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 112 | −18,95 | 244 | −19,00 | ||||
| 2025-08-13 | 13F | ESG Planning | 14 851 | −0,21 | 3 252 | −0,12 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2 746 | −17,44 | 601 | −17,33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 703 | −8,27 | 811 | −8,27 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 859 | −13,58 | 416 | −12,08 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 9 550 | −2,00 | 2 090 | −2,02 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 896 | −15,83 | 1 510 | −15,74 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 1 943 | −3,19 | 426 | −3,19 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 115 | −20,58 | 463 | −20,45 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6 411 | −2,85 | 1 404 | −2,77 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 374 | −59,99 | 520 | −58,61 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 2 438 | −3,10 | 534 | −2,91 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 21 246 | −0,58 | 4 653 | −0,49 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 564 | −36,12 | 562 | −36,10 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 41 593 | −1,39 | 9 109 | −1,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 592 | −18,65 | 349 | −18,69 | ||||
| 2025-04-15 | 13F | SG Americas Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 80 275 | −0,17 | 17 580 | −0,09 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 525 | −9,63 | 553 | −9,49 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 925 | −7,22 | 203 | −7,34 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 23 840 | −4,93 | 5 221 | −4,87 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2 225 | −2,67 | 487 | −2,60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 252 | −2,33 | 55 | 1,85 | ||||
| 2025-08-06 | 13F | Simmons Bank | 2 276 | −1,47 | 498 | −1,39 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 26 149 | −0,00 | 5 727 | 0,07 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Jericho Financial, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1 177 | −0,25 | 258 | −0,39 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 185 | −1,60 | 40 | −2,44 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3 449 | −0,49 | 755 | −0,40 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 219 502 | −1,29 | 48 071 | −1,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 363 | −0,55 | 79 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 207 | −29,40 | 921 | −29,37 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-03-27 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 20 759 | −44,04 | 4 470 | −43,17 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 21 137 | −30,74 | 4 625 | −28,31 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 41 | −28,07 | 9 | −33,33 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 17 105 | −19,18 | 3 746 | −19,13 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 237 | −0,52 | 709 | −0,56 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5 817 | −5,35 | 1 274 | −5,28 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 598 | −0,12 | 354 | 0,86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 877 | −6,89 | 411 | −6,80 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 35 | −70,09 | 8 | −72,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 499 | −1,14 | 8 431 | −1,06 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 679 | −11,47 | 149 | −11,38 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 13 874 | −0,05 | 3 038 | 0,03 | ||||
| 2025-07-23 | 13F | Optas, LLC | 2 078 | −46,32 | 455 | −46,28 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 43 | −78,28 | 9 | −79,07 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 152 | −35,86 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 334 | −0,33 | 1 825 | −0,22 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 873 | −40,15 | 1 505 | −40,09 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 291 | −17,09 | 59 | −16,90 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 394 | −21,69 | 524 | −21,56 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 27 703 | −1,24 | 6 067 | −1,17 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 697 | −1,62 | 372 | −1,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 378 770 | −6,97 | 82 951 | −6,90 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 24 449 | −2,45 | 5 354 | −2,05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 707 | −36,42 | 2 126 | −36,40 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2 034 | −17,75 | 441 | −16,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 221 486 | −5,15 | 49 | −5,88 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 6 368 | −0,83 | 1 | −99,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45 874 | −18,72 | 10 | −16,67 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2 030 | −36,16 | 445 | −36,12 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 12 240 | −29,52 | 2 681 | −29,47 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 573 | −2,60 | 344 | −2,55 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 366 583 | −20,71 | 80 282 | −20,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 052 | −0,97 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | −99,96 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 797 | −2,92 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 16 200 | −0,67 | 3 548 | −0,59 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 788 | −41,11 | 394 | −40,18 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 493 | −6,63 | 327 | −6,86 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25 682 | −29,44 | 5 624 | −29,38 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 701 | −13,60 | 591 | −13,60 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 3 322 | −0,21 | 728 | −0,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 544 075 | −0,96 | 119 153 | −0,88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Stock Yards Bank & Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 8 900 | −36,31 | 1 949 | −36,24 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 12 117 | −8,01 | 2 654 | −7,95 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3 016 | −5,99 | 661 | −5,85 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | EMPB - Efficient Market Portfolio Plus ETF | 3 015 | −18,73 | 677 | −18,82 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 528 | −18,14 | 116 | −18,44 | ||||
| 2025-04-29 | 13F | Ifrah Financial Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 2 546 | −68,35 | 559 | −68,55 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 56 631 | −0,93 | 12 402 | −0,85 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 242 | −4,31 | 493 | −4,27 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 074 | −24,06 | 454 | −23,95 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 2 657 | −2,75 | 582 | −2,68 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12 392 | −8,10 | 2 714 | −8,03 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2 820 | −4,41 | 626 | −2,95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 259 | −4,48 | 276 | −4,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 343 | −33,32 | 294 | −33,18 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 11 947 | −61,80 | 2 616 | −61,77 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 68 185 | −5,65 | 14 932 | −5,57 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 12 093 | −1,63 | 2 648 | −1,52 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 1 273 | −11,29 | 279 | −11,46 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 814 | −7,28 | 1 492 | −7,21 | ||||
| 2025-06-26 | NP | MSTQX - Morningstar U.S. Equity Fund | 261 144 | −25,42 | 57 676 | −23,51 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 134 | −9,04 | 467 | −8,97 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 83 | −17,82 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 972 | −4,59 | 870 | −4,51 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 032 | −15,62 | 226 | −15,36 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 144 | −5,88 | 32 | −6,06 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 773 | −51,18 | 2 797 | −51,14 | ||||
| 2025-04-23 | 13F | David Kennon Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 32 257 | −19,45 | 7 064 | −19,38 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 510 | −6,93 | 112 | −6,72 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 669 | −1,95 | 585 | −1,85 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1 304 | −0,91 | 286 | −0,70 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70 624 | −3,47 | 15 507 | −3,14 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 458 668 | −0,02 | 100 448 | 0,07 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 7 707 | −2,41 | 1 688 | 1,08 | ||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5 570 | −28,22 | 1 219 | −25,73 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 140 298 | −8,40 | 30 725 | −8,32 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12 444 | −3,51 | 2 725 | −3,44 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 1 979 | −16,22 | 433 | −13,23 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 662 | −2,43 | 1 021 | −2,20 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 10 497 | −0,33 | 2 299 | −0,26 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 210 | −13,67 | 484 | −13,75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 110 | −15,59 | 243 | −15,68 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1 207 | −2,66 | 264 | −2,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 240 927 | −8,82 | 52 763 | −8,75 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 20 662 | −2,23 | 4 521 | 1,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15 053 | −18,31 | 3 | −25,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 106 | −2,81 | 242 | −2,81 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 14 490 | −7,14 | 3 173 | −7,06 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 539 | −13,32 | 1 | |||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 569 | −19,87 | 344 | −19,86 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41 771 | −1,14 | 9 148 | −1,06 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 076 | −0,28 | 236 | −0,42 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 214 | −57,20 | 47 | −57,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 449 | −3,05 | 5 354 | −2,97 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 232 | −15,02 | 51 | −12,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 567 | −57,78 | 1 876 | −57,75 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 429 | −30,77 | 313 | −30,82 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 2 720 | −1,59 | 596 | 1,88 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 7 333 | −0,64 | 1 606 | −0,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 229 | −1,84 | 270 | −0,74 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 9 482 | −17,83 | 2 075 | −14,97 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 26 410 | −7,32 | 5 860 | −6,01 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 517 | −3,09 | 770 | −3,02 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 74 189 | −22,40 | 16 247 | −22,22 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 551 | −0,96 | 340 | −0,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 375 957 | −0,53 | 82 335 | −0,45 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 642 | −12,45 | 1 893 | −11,84 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 46 041 | −9,95 | 10 083 | −9,87 | ||||
| 2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 234 | −0,24 | 2 241 | −0,13 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 5 245 | −0,53 | 1 149 | −0,43 | ||||
| 2025-04-10 | 13F | Bridge Creek Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 5 073 | −0,14 | 1 111 | −0,09 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 115 | −9,76 | 901 | −9,72 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1 937 | −0,51 | 424 | −0,47 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 2 185 | −7,42 | 479 | −7,36 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 237 | −10,63 | 709 | −10,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 10 867 | −1,18 | 2 382 | −1,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 68 015 | −6,81 | 14 895 | −6,73 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 492 | −5,75 | 108 | −6,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 944 | −23,79 | 426 | −23,84 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 503 | −9,78 | 329 | −8,36 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 3 349 | −0,36 | 733 | −0,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 489 | −55,34 | 2 078 | −55,30 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 789 412 | −0,04 | 973 | −6,35 | ||||
| 2025-04-14 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 77 757 | −9,51 | 17 029 | −9,44 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 970 | −0,84 | 1 527 | −0,78 | ||||
| 2025-05-27 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 9 274 | −25,93 | 2 029 | −23,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 030 | −0,10 | 226 | 0,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 209 | −19,31 | 46 | −19,64 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4 164 | −6,15 | 912 | −6,08 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 409 | −11,35 | 3 594 | −11,28 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 1 143 | −13,34 | 250 | −13,19 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 200 109 | −36,73 | 44 | −37,68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 371 | −19,82 | 300 | −19,79 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 841 | −0,81 | 403 | −0,74 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 277 | −6,80 | 937 | −6,77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 308 | −19,83 | 506 | −19,84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 965 | −0,56 | 430 | −0,46 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 562 | −5,86 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 5 248 | −1,83 | 1 149 | −1,71 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 001 | −0,13 | 657 | 0,00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 10 165 | −0,53 | 2 207 | −0,09 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 1 442 | −5,81 | 316 | −2,48 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6 719 | −0,10 | 1 471 | 0,00 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 16 231 | −18,50 | 3 555 | −18,43 | ||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 887 | −18,10 | 194 | −14,91 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3 967 | −5,46 | 869 | −5,45 | ||||
| 2025-05-01 | 13F | MTM Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 169 | −0,07 | 3 979 | 0,03 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 740 | −12,97 | 2 133 | −12,90 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 25 124 | −0,12 | 5 502 | 0,36 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 709 | −2,19 | 812 | −2,05 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 39 492 | −3,60 | 8 649 | −3,53 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 257 | −24,87 | 275 | −24,86 | ||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 52 | −40,23 | 11 | −38,89 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 735 | −1,11 | 818 | −1,09 | ||||
| 2025-04-03 | 13F | Collective Family Office Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 525 | −7,79 | 772 | −7,78 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 32 745 | −7,97 | 7 171 | −7,90 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 14 005 | −36,36 | 3 127 | −36,43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 594 | −3,78 | 787 | −3,67 |
