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 | CoreCap Advisors, LLC | 8 916 | −0,38 | 1 062 | −8,45 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 1 798 | −4,97 | 214 | −12,65 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 99 939 | −0,26 | 11 905 | −8,41 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2 000 | −79,13 | 238 | −80,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 256 | −20,36 | 626 | −26,87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 872 | −0,60 | 1 176 | −8,77 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 78 428 | −5,21 | 9 342 | −12,94 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 7 208 | −0,70 | 859 | −8,82 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2 598 | −20,50 | 309 | −26,95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 745 | −21,41 | 565 | −27,84 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 23 537 | −5,13 | 2 804 | −12,95 | ||||
| 2025-05-14 | 13F | Graney & King, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20 630 | −4,94 | 2 457 | −12,69 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 20 310 | −9,35 | 2 634 | −3,09 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 3 507 | −16,04 | 418 | −22,92 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 15 559 | −30,14 | 1 853 | −35,84 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 9 867 | −7,37 | 1 175 | −14,92 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 23 871 | −50,37 | 2 844 | −54,43 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 655 | −20,01 | 197 | −26,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40 225 | −44,18 | 4 792 | −48,79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 39 251 | −4,93 | 4 676 | −12,70 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 23 361 | −14,06 | 2 783 | −21,10 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 600 | −5,10 | 2 216 | −12,86 | |||
| 2025-08-14 | 13F | Raymond James Financial Inc | 227 993 | −8,79 | 27 159 | −16,24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32 360 | −0,17 | 3 855 | −8,33 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3 139 | −1,48 | 374 | −9,69 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 31 467 | −1,42 | 3 748 | −9,47 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 30 485 | −0,38 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 23 488 | −12,21 | 2 798 | −19,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 944 | −0,44 | 589 | −8,70 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 306 | −74,81 | 36 | −77,07 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 549 | −1,90 | 184 | −9,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 55 | −90,77 | 7 | −92,21 | ||||
| 2025-05-08 | 13F | Gunma Bank,Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 5 325 | −7,98 | 634 | −15,47 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 356 | −5,57 | 42 | −12,50 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 073 | −38,27 | 366 | −43,26 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 31 528 | −1,15 | 3 756 | −9,23 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 998 | −0,42 | 714 | −8,58 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 349 | −7,74 | 280 | −15,45 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 301 | −3,22 | 36 | −12,50 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 4 804 | −1,88 | 1 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 10 305 | −0,31 | 1 228 | −8,43 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2 793 | −71,90 | 333 | −74,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 182 | −26,81 | 1 213 | −32,82 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 6 334 | −4,02 | 754 | −11,92 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 5 928 | −6,14 | 706 | −13,80 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 17 582 | −8,99 | 2 094 | −16,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 81 981 | −2,92 | 9 766 | −10,85 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 28 979 | −20,63 | 3 452 | −27,10 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 938 | −3,12 | 707 | −10,96 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13 421 | −3,93 | 1 637 | −9,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 594 | −3,78 | 309 | −11,75 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 9 514 | −8,29 | 1 133 | −15,76 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Rogco, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 330 346 | −14,56 | 39 351 | −21,53 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 717 | −5,82 | 324 | −13,64 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 17 232 | −50,20 | 2 235 | −50,95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 6 175 | −2,31 | 736 | −10,26 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 3 783 | −14,41 | 451 | −21,47 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 9 843 | −0,12 | 1 172 | −8,29 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 882 562 | −2,80 | 105 131 | −10,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 135 460 | −0,51 | 16 136 | −8,63 | ||||
| 2025-04-24 | 13F | Falcon Wealth Planning | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 4 203 | −76,91 | 501 | −78,81 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 070 | −22,33 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2 350 | −9,68 | 280 | −17,21 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 744 | −4,12 | 327 | −12,13 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 330 | −0,13 | 278 | −8,28 | ||||
| 2025-08-12 | 13F | Bokf, Na | 19 093 | −12,85 | 2 274 | −19,96 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 495 | −9,76 | 297 | −17,04 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 907 | −22,62 | 704 | −28,99 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 14 120 | −57,27 | 1 682 | −60,78 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 52 765 | −4,81 | 6 285 | −12,57 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 087 | −0,39 | 606 | −8,61 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3 761 | −43,09 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 322 | −1,90 | 277 | −10,10 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2 630 | −27,17 | 313 | −33,12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 177 | −78,18 | 21 | −80,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 24 928 | −3,63 | 2 969 | −11,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48 495 | −2,51 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 280 | −18,84 | 33 | −25,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 500 | −0,46 | 1 608 | −8,58 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 432 | −61,24 | 290 | −64,45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 800 | −75,27 | 95 | −77,33 | ||||
| 2025-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Security National Bank | 955 | −9,13 | 114 | −16,91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7 364 | −29,11 | 877 | −34,89 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 524 | −9,66 | 62 | −17,33 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 8 341 | −0,84 | 1 019 | 11,73 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2 | −99,21 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 5 600 | −3,45 | 1 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 12 933 | −35,43 | 1 541 | −40,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 448 | −9,25 | 6 166 | −14,49 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2 079 | −14,16 | 248 | −21,34 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2 749 | −0,18 | 327 | −8,40 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 2 178 | −0,82 | 259 | −8,80 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 13 862 | −15,69 | 1 651 | −22,56 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 70 | −33,33 | 8 | −38,46 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 12 180 | −8,97 | 1 451 | −16,43 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 13 724 | −8,00 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 109 | −4,89 | 2 753 | −12,66 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 808 | −8,15 | 454 | −15,64 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 162 | −54,14 | 1 210 | −57,90 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 949 | −50,83 | 709 | −54,88 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 53 893 | −8,46 | 6 420 | −15,94 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 448 | −0,98 | 411 | −9,09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 231 | −5,09 | 504 | −12,98 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 828 | −6,16 | 813 | −2,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 263 004 | −12,97 | 31 329 | −20,08 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 21 986 | −4,07 | 2 619 | −11,91 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 499 | −0,40 | 59 | −9,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 427 520 | −22,75 | 50 926 | −29,06 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 38 523 | −4,84 | 4 615 | −12,06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 566 | −90,98 | 67 | −91,76 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22 562 | −5,23 | 2 688 | −12,96 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 12 746 | −2,34 | 1 518 | −10,28 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 058 | −1,71 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 302 | −17,28 | 155 | −24,02 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 483 | −8,29 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 2 900 | −17,14 | 345 | −23,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 511 | −65,68 | 1 133 | −68,50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 755 | −30,02 | 209 | −35,69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 3 643 | −34,90 | 434 | −40,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 296 | −9,18 | 393 | −16,60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 510 | −9,65 | 2 205 | −17,05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 877 | −4,00 | 0 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 1 925 | −4,80 | 229 | −12,60 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 12 170 | −1,38 | 1 450 | −9,44 | ||||
| 2025-04-30 | 13F | Sharpepoint Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 270 | −33,82 | 32 | −38,46 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2 340 | −42,79 | 279 | −47,55 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4 310 | −6,71 | 513 | −14,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 722 | −3,42 | 205 | −11,26 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 572 | −3,05 | 68 | −10,53 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 216 | −74,24 | 862 | −74,38 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 297 | −46,76 | 155 | −51,27 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 11 246 | −18,42 | 1 340 | −25,11 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 64 280 | −1,34 | 7 657 | −9,40 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8 951 | −17,81 | 1 066 | −24,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 419 | −43,83 | 2 075 | −48,43 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 592 839 | −3,01 | 189 739 | −10,93 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 594 | −0,39 | 547 | −8,53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59 928 | −28,14 | 7 139 | −34,01 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 111 960 | −1,22 | 13 337 | −9,29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10 082 | −3,69 | 1 201 | −11,57 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 978 | −22,25 | 236 | −28,57 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 346 | −12,63 | 41 | −19,61 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Family Firm, Inc. | 27 489 | −4,44 | 3 275 | −12,25 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 401 | −1,30 | 643 | −9,31 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 661 | −4,45 | 793 | −12,28 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 559 | −17,79 | 67 | −25,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Roberts Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 215 | −4,42 | 515 | −9,81 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 438 | −5,60 | 57 | 0,00 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 788 | −19,42 | 213 | −25,78 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 107 687 | −6,02 | 12 828 | −13,70 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 851 | −66,35 | 240 | −64,02 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 387 | −7,69 | 1 118 | −15,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162 990 | −28,35 | 19 448 | −34,14 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 9 406 | −14,30 | 1 120 | −21,29 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 22 503 | −18,82 | 2 681 | −25,45 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 6 035 | −26,57 | 719 | −32,65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 300 | −8,52 | 1 108 | −16,01 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 963 | −16,74 | 591 | −23,54 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 501 | −34,42 | 60 | −40,40 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 893 | −0,86 | 1 059 | −8,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33 599 | −38,66 | 4 047 | −43,03 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 2 875 | −30,96 | 342 | −36,67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 33 704 | −1,88 | 4 015 | −9,90 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 539 | −8,86 | 422 | −16,30 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 5 410 | −19,91 | 644 | −26,48 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 9 001 | −0,19 | 1 072 | −8,30 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 168 | −73,33 | 20 | −75,31 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24 709 | −9,32 | 2 943 | −16,72 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8 956 | −2,38 | 1 067 | −10,34 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 067 | −3,09 | 246 | −10,87 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 28 080 | −2,48 | 3 642 | 4,27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 209 821 | −18,70 | 24 994 | −25,34 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 817 | −14,82 | 336 | −21,73 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 963 | −2,25 | 1 187 | −10,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8 957 | −24,02 | 1 067 | −30,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 778 | −15,59 | 331 | −22,54 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 13 | −92,17 | 2 | −95,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 455 | −53,04 | 54 | −56,80 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 653 | −22,17 | 78 | −28,70 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 009 | −1,37 | 239 | −9,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 314 | −7,92 | 156 | −15,68 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 2 219 | −2,68 | 264 | −10,51 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 369 | −5,17 | 520 | −12,90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 582 | −12,19 | 684 | −17,11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 819 | −5,65 | 1 884 | −13,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 23 | −76,29 | 3 | −83,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51 463 | −2,58 | 6 130 | −10,54 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 478 | −3,84 | 295 | −11,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 290 | −30,94 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 636 | −6,06 | 76 | −13,79 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 40 | −43,66 | 5 | −55,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 010 | −6,53 | 597 | −14,24 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 11 880 | −3,88 | 1 449 | −9,61 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12 938 | −3,83 | 1 541 | −11,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 618 | −5,21 | 431 | −13,13 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24 499 | −1,01 | 2 918 | −9,10 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 13 540 | −0,93 | 1 613 | −9,03 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 3 180 | −6,28 | 379 | −14,09 | ||||
| 2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 102 | −63,04 | 12 | −65,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 825 | −17,46 | 5 101 | −23,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 063 096 | −11,54 | 126 636 | −18,76 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 64 609 | −17,05 | 7 696 | −23,83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 970 | −4,47 | 354 | −12,41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 812 | −0,37 | 454 | −8,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 41 | −43,06 | 5 | −55,56 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 7 335 | −5,23 | 874 | −12,96 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14 612 | −18,43 | 1 741 | −25,10 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1 750 | −2,89 | 208 | −10,73 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 112 562 | −2,60 | 13 408 | −10,55 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 923 | −0,61 | 467 | −7,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 000 | −2,87 | 1 191 | −10,79 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 17 529 | −0,47 | 2 117 | 0,19 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 841 | −47,08 | 3 674 | −51,41 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 701 | −7,44 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17 575 | −3,21 | 2 094 | −11,08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2 060 | −53,90 | 245 | −57,69 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 15 650 | −7,74 | 1 864 | −15,27 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 144 | −70,55 | 17 | −73,02 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 705 | −0,42 | 84 | −8,79 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 205 | −3,52 | 382 | −11,40 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 110 528 | −2,08 | 251 406 | −10,07 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 734 | −3,41 | 445 | −11,38 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 740 | −1,63 | 1 398 | −9,69 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 936 | −70,85 | 350 | −73,28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 405 | −23,43 | 286 | −29,73 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 756 | −6,42 | 328 | −14,14 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 591 | −2,89 | 309 | −10,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 111 688 | −1,85 | 13 | −7,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 | −99,83 | 1 | −99,85 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 830 | −1,29 | 223 | 7,21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 726 | −7,81 | 682 | −15,28 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 839 | −1,98 | 815 | −9,96 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 5 754 | −40,12 | 1 | −100,00 | ||||
| 2025-04-11 | 13F | Paragon Financial Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 14 198 | −14,65 | 1 691 | −21,60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Anson Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 621 | −6,97 | 3 171 | −14,55 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 243 | −42,02 | 386 | −46,76 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9 683 | −0,53 | 1 153 | −8,64 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6 769 | −0,57 | 806 | −2,30 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1 847 | −37,64 | 220 | −42,97 | ||||
| 2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 995 | −10,68 | 389 | −4,43 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8 040 | −4,17 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2 832 | −30,77 | 337 | −36,42 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 869 | −3,56 | 223 | −11,90 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 23 239 | −34,21 | 2 768 | −39,58 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 23 545 | −0,79 | 2 805 | −8,90 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 49 670 | −45,07 | 5 917 | −49,56 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 181 | −35,82 | 22 | −41,67 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 95 407 | −18,04 | 11 365 | −24,74 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 3 900 | −0,18 | 465 | −8,30 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 026 | −4,45 | 360 | −11,33 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 29 320 | −4,82 | 3 492 | −12,59 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 595 | −49,84 | 190 | −54,13 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2 016 | −26,90 | 240 | −32,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 095 | −4,12 | 488 | −12,09 |
