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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Davis R M Inc | 532 707 | −0,19 | 35 809 | 10,60 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 186 026 | −2,81 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 169 | −7,46 | 549 | 2,62 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 271 | −2,91 | 1 295 | 7,56 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 16 205 | −0,83 | 1 089 | 9,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 52 246 | −7,28 | 3 512 | 2,75 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 35 954 | −4,03 | 2 417 | 6,34 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24 527 | −1,72 | 1 649 | 8,92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 454 002 | −0,42 | 30 518 | 10,35 | ||||
| 2025-05-12 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 3 977 486 | −1,70 | 267 367 | 8,93 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 430 | −35,78 | 499 | −28,82 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 268 | −30,87 | 556 | −23,45 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 21 410 | −39,35 | 1 439 | −32,79 | ||||
| 2025-09-23 | 13F | Rs Crum Inc. | 25 075 | −0,73 | 1 686 | 9,99 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 224 959 | −2,21 | 15 122 | 8,36 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 106 | −87,31 | 7 | −86,00 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 55 242 | −2,78 | 3 713 | 7,75 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 3 472 | −75,63 | 233 | −73,03 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 46 453 | −0,32 | 3 123 | 10,47 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 10 245 | −35,25 | 689 | −28,26 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 3 657 | −0,62 | 246 | 9,87 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 147 265 | −6,16 | 9 899 | 4,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 9 620 | −1,44 | 647 | 9,12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95 787 | −13,98 | 6 439 | −4,68 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9 576 | −1,79 | 644 | 8,80 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 102 709 | −0,47 | 6 904 | 10,31 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 893 094 | −0,01 | 60 | 11,11 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 375 757 | −1,69 | 25 258 | 8,94 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 1 171 715 | −1,41 | 78 763 | 9,25 | ||||
| 2025-08-14 | 13F | Nfj Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 33 684 | −11,71 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 231 | −10,50 | 217 | −0,46 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 5 766 | −8,95 | 388 | 0,78 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 97 739 | −2,49 | 6 570 | 20,97 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 61 274 | −2,50 | 4 | 33,33 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 56 702 | −1,17 | 3 812 | 9,51 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 22 146 | −0,28 | 1 489 | 10,47 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 14 020 | −38,49 | 942 | −31,84 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 105 | −93,26 | 209 | −92,56 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6 159 | −13,33 | 414 | −3,94 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 984 996 | −7,87 | 66 211 | 2,09 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3 686 | −0,67 | 248 | 9,78 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 909 | −20,33 | 666 | −6,59 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 867 006 | −0,48 | 58 280 | 10,28 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 49 959 | −0,31 | 3 358 | 10,50 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 5 113 | −2,59 | 344 | 7,86 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 29 191 | −10,47 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9 546 | −17,23 | 642 | −8,30 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 214 247 | −0,76 | 14 402 | 9,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 96 482 | −0,35 | 6 486 | 10,42 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 244 830 | −1,76 | 16 457 | 8,86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 268 | −88,18 | 18 | −86,86 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 476 | −1,63 | 435 | 9,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 318 | −4,30 | 559 | 6,07 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11 837 | −0,76 | 796 | 9,96 | ||||
| 2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 154 016 | −3,64 | 10 353 | 6,78 | ||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 8 971 | −55,86 | 603 | −51,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 671 | −2,29 | 247 | 8,37 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 44 449 | −7,44 | 2 988 | 2,58 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12 613 | −58,76 | 846 | −55,66 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 763 | −94,93 | 51 | −94,41 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 4 298 | −9,48 | 289 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 484 | −53,26 | 167 | −48,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 17 122 | −49,47 | 1 151 | −44,04 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 58 742 | −5,41 | 3 949 | 4,80 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 078 | −3,54 | 812 | 6,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 943 219 | −3,14 | 63 403 | 7,33 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 155 019 | −0,30 | 10 420 | 10,49 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 512 822 | −1,06 | 34 472 | 9,64 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 5 478 | −22,26 | 368 | −13,82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 495 406 | −8,35 | 33 301 | 1,56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 114 003 | −68,02 | 7 663 | −64,56 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 134 559 | −1,15 | 8 962 | 8,54 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 43 624 | −4,12 | 2 932 | 6,27 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5 508 749 | −2,10 | 370 298 | 8,49 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 262 | −36,90 | 152 | −29,95 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 11 484 | −5,42 | 772 | 4,76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55 363 | −2,05 | 3 722 | 8,55 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 751 | −40,83 | 387 | −34,47 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 66 503 | −0,09 | 4 470 | 10,73 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 57 115 | −0,52 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 107 862 | −3,26 | 7 250 | 7,20 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 180 | −5,27 | 415 | 5,06 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 351 | −8,40 | 561 | 1,45 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 44 305 | −3,84 | 2 978 | 6,59 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 351 | −48,47 | 696 | −42,94 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 12 739 | −1,83 | 856 | 8,77 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 106 604 | −15,28 | 7 | 0,00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 120 847 | −0,66 | 8 123 | 10,08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5 177 | −2,60 | 348 | 8,07 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 21 236 | −3,73 | 1 427 | 6,65 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 15 271 | −11,74 | 1 027 | −2,19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 259 | −40,57 | 1 026 | −30,46 | ||||
| 2025-08-14 | 13F | Harding Loevner Lp | 649 338 | −29,61 | 43 649 | −22,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 44 558 | −43,13 | 2 995 | −36,97 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 4 538 | −14,15 | 301 | −10,15 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 21 159 | −4,84 | 1 422 | 5,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21 571 | −10,53 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 591 | −14,69 | 510 | −5,38 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 16 991 | −13,52 | 1 142 | −4,11 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 76 886 | −6,89 | 5 168 | 3,17 | ||||
| 2025-04-29 | 13F | Adell Harriman & Carpenter Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 10 760 | −2,47 | 723 | 8,07 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 983 | −3,61 | 268 | 6,80 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9 284 | −0,77 | 624 | 10,05 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 4 974 | −9,23 | 334 | 0,60 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 299 573 | −4,59 | 20 137 | 5,73 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 58 948 | −0,90 | 3 962 | 9,81 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 508 | −1,64 | 516 | 4,03 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 105 404 | −3,94 | 7 085 | 6,45 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 4 966 | −64,44 | 334 | −60,68 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 102 647 | −1,42 | 6 900 | 9,23 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 20 564 | −1,90 | 1 382 | 8,73 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Baxter Bros Inc | 4 548 | −6,19 | 306 | 3,74 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 685 | −75,32 | 46 | −72,62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 35 196 | −3,35 | 2 366 | 7,11 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 729 000 | −5,30 | 49 003 | 4,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 902 503 | −6,65 | 61 | 3,45 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 4 216 | −42,97 | 283 | −36,83 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 13 204 | −63,92 | 888 | −60,03 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 256 | −1,80 | 622 | 8,93 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13 900 | −3,92 | 934 | 6,50 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 500 | −12,50 | 235 | −2,89 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 528 | −21,49 | 573 | −12,92 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 490 375 | −2,76 | 33 | 6,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59 726 | −8,61 | 4 015 | 1,26 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9 747 | −1,90 | 636 | 6,90 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 260 | −22,38 | 555 | −13,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132 336 | −20,21 | 8 896 | −11,58 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 61 667 | −2,72 | 4 145 | 7,80 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 167 849 | −22,17 | 11 283 | −13,76 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 325 | −3,36 | 89 | 8,64 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 199 429 | −0,44 | 13 406 | 10,33 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 004 | −0,63 | 1 143 | 10,13 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 4 612 | −1,71 | 310 | 9,15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11 393 | −11,18 | 766 | −1,67 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 475 | −48,26 | 1 444 | −42,67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 593 877 | −1,17 | 107 140 | 9,52 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 13 306 | −0,47 | 894 | 10,37 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 18 970 | −7,64 | 1 275 | 2,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 695 | −0,58 | 786 | 10,24 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 080 | −35,89 | 341 | −28,96 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 172 854 | −1,33 | 11 619 | 9,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 238 994 | −1,33 | 16 065 | 9,35 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 20 850 | −4,11 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 729 727 | −28,62 | 49 061 | −20,90 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 212 032 | −3,62 | 12 862 | 1,83 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 702 | −11,82 | 249 | −2,36 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 678 | −0,70 | 382 | 10,12 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 18 084 | −95,32 | 1 216 | −94,82 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 98 700 | −5,79 | 5 987 | −0,45 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 31 943 | −0,22 | 2 147 | 10,56 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 83 469 | −13,54 | 5 611 | −4,20 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 18 186 | −10,46 | 1 222 | −0,81 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15 181 | −0,01 | 1 021 | 10,87 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7 477 | −1,08 | 503 | 9,61 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 343 250 | −12,25 | 23 073 | −2,76 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 31 990 | −3,26 | 2 150 | 7,23 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8 174 | −1,41 | 548 | 21,24 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 393 | −0,50 | 363 | 10,37 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 61 092 | −0,53 | 4 107 | 10,23 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 3 440 | −33,38 | 231 | −26,20 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 397 | −89,70 | 228 | −85,19 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 916 012 | −13,85 | 61 574 | −4,54 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Strid Group, LLC | 1 666 152 | −21,81 | 111 998 | −13,36 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 67 111 | −7,04 | 4 511 | 3,01 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Swp Financial Llc | 38 909 | −5,45 | 2 615 | 4,77 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 63 | −93,91 | 4 | −93,55 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7 024 | −14,04 | 472 | −4,65 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 32 232 | −7,09 | 2 167 | 2,95 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 8 156 | −2,39 | 495 | 3,13 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9 043 | −7,36 | 608 | 2,53 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 179 | −1,04 | 281 | 9,38 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 40 991 | −5,42 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 112 816 | −5,59 | 7 583 | 4,62 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | InTrack Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 199 583 | −1,88 | 13 416 | 8,73 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 31 274 | −42,03 | 2 102 | −35,76 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 423 761 | −5,45 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 136 154 | −11,28 | 9 152 | 2,67 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 22 683 | −0,07 | 1 525 | 10,76 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 32 386 | −6,88 | 2 177 | 3,18 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 36 833 | −2,52 | 2 476 | 8,03 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 627 906 | −1,51 | 42 208 | 9,14 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 540 | −58,55 | 215 | −56,33 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 35 600 | −6,61 | 2 393 | 3,50 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7 528 | −1,22 | 506 | 9,52 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 113 999 | −10,30 | 7 663 | −0,61 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 8 228 | −0,42 | 553 | 10,38 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 82 628 | −6,51 | 5 554 | 3,60 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19 072 | −1,73 | 1 157 | 0,35 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 355 | −4,22 | 226 | 6,13 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 74 479 | −41,29 | 5 084 | −33,94 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 12 202 | −1,71 | 820 | 8,90 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 27 822 | −3,72 | 1 870 | 6,74 | ||||
| 2025-05-15 | 13F | Aureus Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 348 848 | −0,50 | 23 | 9,52 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 8 192 | −0,58 | 551 | 10,22 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20 103 | −7,94 | 1 351 | 2,04 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 56 | −62,16 | 4 | −62,50 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 26 844 | −5,20 | 1 804 | 5,07 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 692 400 | −4,80 | 43 164 | −0,03 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21 945 | −10,45 | 1 475 | −0,74 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Baron Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 970 | −4,51 | 334 | 6,03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 52 283 | −7,16 | 4 | 0,00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 36 023 | −0,23 | 2 421 | 10,55 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 395 | −0,82 | 228 | 10,14 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 442 | −0,75 | 500 | 10,13 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 483 | −70,59 | 1 915 | −67,42 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 7 046 | −6,86 | 474 | 3,28 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 3 168 | −39,67 | 213 | −33,33 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 7 651 | −0,60 | 514 | 10,30 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68 457 | −2,01 | 4 602 | 8,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 14 882 | −7,18 | 1 000 | 2,88 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 535 | −4,00 | 775 | 6,46 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 907 | −8,58 | 128 | 0,79 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 901 | −4,23 | 3 085 | 6,12 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 14 982 | −8,17 | 1 007 | 1,82 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 593 | −3,06 | 712 | 7,55 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 8 754 | −1,45 | 588 | 9,29 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 17 093 | −6,52 | 1 149 | 3,52 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13 477 | −0,49 | 906 | 10,23 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 653 201 | −1,03 | 44 071 | 12,17 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 14 971 | −18,91 | 1 006 | −10,10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3 761 | −80,05 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 31 725 | −0,98 | 2 133 | 9,73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 622 577 | −0,28 | 41 850 | 10,51 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 33 267 | −2,19 | 2 236 | 8,39 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 51 853 | −0,46 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 28 010 | −25,26 | 1 883 | −17,20 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 8 882 | −4,23 | 597 | 6,23 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 7 651 | −2,55 | 514 | 7,98 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 148 771 | −8,10 | 10 000 | 1,83 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 056 | −0,40 | 945 | 10,28 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 3 738 | −3,21 | 251 | 7,26 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 29 944 | −6,35 | 2 013 | 3,76 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 24 777 | −17,56 | 1 666 | −8,67 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 19 803 | −0,06 | 1 331 | 10,82 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 485 | −5,43 | 234 | 4,93 | ||||
| 2025-05-13 | 13F | Mondrian Investment Partners LTD | 1 259 | −16,51 | 76 | −14,61 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6 615 | −14,17 | 439 | −0,23 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 20 000 | −50,00 | 1 344 | −44,60 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9 824 | −0,46 | 660 | 10,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 126 344 | −1,20 | 8 493 | 9,48 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5 610 | −1,89 | 377 | 8,96 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 37 425 | −18,89 | 2 516 | −10,11 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 12 770 | −0,35 | 858 | 10,42 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 33 867 | −1,66 | 2 277 | 8,95 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 84 992 | −4,36 | 5 713 | 5,99 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7 469 | −2,17 | 502 | 8,42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 40 565 | −3,00 | 2 727 | 7,49 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 595 | −0,11 | 2 393 | 10,69 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 205 026 | −5,63 | 13 782 | 4,57 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 7 453 | −2,65 | 501 | 7,76 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 71 313 | −1,04 | 4 794 | 9,65 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 23 228 | −5,80 | 1 561 | 4,41 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26 705 | −89,69 | 1 795 | −88,58 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 5 347 | −24,66 | 359 | −16,51 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 28 999 | −1,51 | 1 949 | 9,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 788 | −8,62 | 1 061 | 1,24 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 49 706 | −13,91 | 3 341 | −4,60 | ||||
| 2025-08-13 | 13F | ESG Planning | 75 614 | −4,70 | 5 083 | 5,59 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 784 671 | −0,63 | 52 746 | 10,12 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 8 223 | −7,83 | 553 | 2,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 65 765 | −16,28 | 4 421 | −7,24 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 23 394 | −0,62 | 1 573 | 10,16 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 44 819 | −5,99 | 3 013 | 4,15 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 142 249 | −3,20 | 9 562 | 7,27 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 416 | −1,87 | 297 | 8,82 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 804 | −3,20 | 457 | 7,28 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 16 805 | −20,56 | 1 130 | −12,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 336 383 | −1,68 | 22 612 | 8,97 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 700 | −22,04 | 391 | −10,34 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | −96,87 | 4 | −97,32 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 785 | −0,17 | 658 | 10,61 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32 294 | −1,10 | 2 171 | 9,60 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 008 | −42,06 | 202 | −35,67 | ||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 25 686 | −0,24 | 1 727 | 10,57 | ||||
| 2025-04-30 | 13F | Correct Capital Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 578 | −28,63 | 577 | −20,99 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 593 270 | −6,85 | 107 116 | 2,94 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 297 | −2,48 | 87 | 8,75 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 861 940 | −4,66 | 57 940 | 5,65 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 7 729 | −0,82 | 520 | 9,96 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 520 | −6,47 | 32 | 0,00 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 78 835 | −2,50 | 5 299 | 8,03 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 43 675 | −0,35 | 2 936 | 10,42 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 7 542 | −2,56 | 457 | 2,93 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15 408 | −15,65 | 1 036 | −6,59 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 6 592 | −8,19 | 443 | 1,84 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 13 272 | −2,15 | 892 | 8,52 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4 403 | −1,06 | 296 | 9,67 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 75 121 | −1,41 | 5 050 | 9,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 941 | −1,42 | 668 | 9,33 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 20 584 | −6,18 | 1 384 | 3,98 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 16 368 | −1,24 | 1 100 | 9,45 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 286 400 | −25,27 | 19 252 | −17,19 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 16 495 | −7,59 | 1 109 | 2,40 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 278 820 | −4,36 | 18 742 | 5,98 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 70 638 | −14,33 | 4 748 | −5,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 048 | −98,15 | 272 | −97,95 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 364 732 | −0,49 | 24 517 | 10,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 53 100 | −21,22 | 3 569 | −12,70 | |||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 499 | −3,21 | 235 | 7,31 | ||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6 644 | −6,45 | 447 | 3,72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 645 | −0,49 | 1 052 | 10,28 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 319 | −19,99 | 425 | −11,48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 431 699 | −10,05 | 29 170 | 0,20 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 6 043 | −5,62 | 367 | −0,27 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 324 883 | −50,02 | 21 839 | −44,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 167 551 | −56,56 | 11 263 | −51,87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 172 | −4,80 | 213 | 4,93 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 14 108 | −0,33 | 856 | 5,30 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 36 695 | −3,55 | 2 467 | 7,03 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 11 240 | −0,10 | 756 | 10,70 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 477 262 | −0,09 | 32 082 | 13,42 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 55 858 | −14,05 | 3 755 | −4,77 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 35 154 | −5,94 | 2 363 | 16,69 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 3 178 | −5,92 | 214 | 4,41 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | −58,33 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 83 | −89,99 | 6 | −89,36 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 59 010 | −8,76 | 3 967 | 6,84 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 11 372 | −6,09 | 764 | 4,09 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 74 331 | −0,56 | 4 997 | 10,19 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 926 907 | −7,23 | 129 527 | 2,80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 411 | −4,95 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 91 928 | −10,01 | 6 179 | −0,27 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 99 748 | −54,52 | 6 730 | −49,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 390 | −16,51 | 295 | −7,23 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 414 126 | −2,13 | 27 838 | 8,45 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 7 418 | −1,40 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 790 | −39,62 | 658 | −33,06 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 464 | −12,06 | 300 | −2,28 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 4 781 | −34,79 | 321 | −27,70 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 19 212 | −1,07 | 1 291 | 9,69 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 225 773 | −2,43 | 15 176 | 8,12 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 10 205 | −3,64 | 686 | 6,70 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 37 394 | −1,17 | 2 514 | 9,50 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 472 | −43,03 | 502 | −36,86 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 220 | −2,37 | 216 | 8,00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 41 485 | −0,01 | 2 789 | 10,81 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3 847 | −20,09 | 259 | −11,64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 92 306 | −5,71 | 6 205 | 4,48 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 195 591 | −0,19 | 13 120 | 9,73 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 84 045 | −1,02 | 5 650 | 9,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | New Perspectives, Inc | 18 296 | −1,27 | 1 230 | 9,34 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 3 504 | −36,89 | 236 | −30,06 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Aufman Associates Inc | 52 586 | −0,71 | 3 535 | 10,02 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 28 795 | −0,35 | 1 747 | 5,31 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 224 053 | −0,32 | 15 061 | 10,46 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 3 025 | −33,88 | 203 | −26,71 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 3 118 | −1,61 | 210 | 8,85 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 19 632 | −1,25 | 1 320 | 9,46 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 700 | −7,31 | 518 | 2,78 | ||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 137 795 | −0,56 | 9 263 | 10,20 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 401 641 | −1,08 | 26 998 | 9,62 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 51 256 | −0,13 | 3 445 | 10,66 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 43 568 | −1,79 | 2 911 | 8,14 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 105 677 | −0,41 | 7 104 | 10,36 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | eCIO, Inc. | 3 242 | −11,78 | 218 | −2,25 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 236 | −11,40 | 285 | −2,07 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 15 539 | −4,84 | 1 045 | 5,45 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 602 218 | −3,49 | 40 481 | 6,94 | ||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 11 897 | −0,97 | 800 | 9,75 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 29 285 | −0,63 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 101 537 | −5,74 | 6 882 | 5,02 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 668 182 | −0,71 | 44 915 | 10,03 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 68 328 | −2,63 | 4 593 | 7,92 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 10 895 | −20,77 | 732 | −12,23 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 60 848 | −1,62 | 4 090 | 9,01 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3 524 | −7,82 | 237 | 7,76 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 10 897 | −0,80 | 732 | 9,91 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 113 432 | −0,27 | 7 625 | 10,51 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 209 735 | −1,18 | 14 098 | 9,51 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 181 485 | −0,17 | 12 199 | 10,63 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 135 384 | −0,18 | 9 101 | 10,61 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 49 237 | −48,51 | 3 310 | −42,95 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 853 | −1,10 | 326 | 9,76 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 3 939 | −11,86 | 265 | −2,58 | ||||
| 2025-08-08 | 13F | Sanders Capital, LLC | 3 175 284 | −40,41 | 213 443 | −33,97 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 32 352 | −1,34 | 2 175 | 9,30 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 271 174 | −0,73 | 18 228 | 13,88 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 451 | −22,04 | 299 | −13,58 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 30 109 | −3,45 | 2 024 | 6,98 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 547 596 | −6,18 | 36 809 | 3,97 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8 108 | −0,02 | 545 | 11,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 542 | −39,25 | 305 | −29,72 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5 981 | −6,18 | 402 | 4,15 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 124 | −13,50 | 344 | −4,18 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 15 410 | −35,81 | 1 036 | −28,91 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17 857 | −49,19 | 1 | −50,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 91 842 | −2,41 | 6 156 | 8,11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 99 | −36,54 | 7 | −33,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 44 583 | −0,57 | 2 997 | 10,19 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 10 509 | −1,36 | 706 | 9,29 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 15 314 | −7,54 | 1 029 | 2,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 201 | −2,20 | 350 | 8,39 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 138 458 | −1,76 | 9 307 | 8,87 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 634 500 | −15,84 | 42 651 | −6,74 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 377 | −3,36 | 361 | 7,12 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 9 332 | −1,06 | 627 | 9,62 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 20 064 | −3,11 | 1 349 | 7,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 179 | −84,00 | 1 760 | −82,28 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 22 798 | −9,39 | 1 532 | 0,39 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14 303 | −5,30 | 961 | 4,91 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 130 442 | −22,12 | 8 768 | −13,70 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 16 653 | −1,15 | 1 119 | 9,60 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1 382 348 | −9,49 | 92 728 | −0,50 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 20 308 | −4,68 | 1 365 | 5,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 194 333 | −2,87 | 13 063 | 7,64 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 515 | −0,07 | 572 | 7,92 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 926 | −8,06 | 331 | 1,85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 119 563 | −0,23 | 8 037 | 10,57 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 27 784 | −2,34 | 1 868 | 8,23 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 31 109 | −0,48 | 2 091 | 10,28 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 251 073 | −0,25 | 16 877 | 10,54 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 912 | −1,90 | 465 | 8,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 411 756 | −0,82 | 162 118 | 9,90 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Myecfo, Llc | 32 643 | −3,00 | 2 194 | 7,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3 560 | −2,65 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 32 874 | −8,94 | 2 210 | 0,91 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 18 403 | −3,16 | 1 237 | 7,38 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 28 436 | −79,16 | 1 911 | −76,91 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 882 | −13,38 | 328 | −3,81 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3 496 | −7,71 | 235 | 2,62 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 3 209 | −59,72 | 216 | −55,49 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 38 376 | −31,10 | 2 580 | −23,65 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 99 808 | −28,19 | 6 719 | −20,30 | ||||
| 2025-04-11 | 13F | Intellectus Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Cambiar Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 18 069 | −5,21 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Parker Financial LLC | 9 748 | −12,95 | 655 | −3,53 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 289 084 | −84,02 | 19 432 | −82,29 | ||||
| 2025-05-15 | 13F | Aristotle Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 9 460 | −9,45 | 636 | 0,32 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 37 790 | −3,23 | 2 540 | 7,26 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 8 910 | −6,52 | 599 | 3,46 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 589 | −7,78 | 107 | 1,92 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 23 591 | −6,35 | 1 539 | 0,79 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 15 087 | −1,21 | 1 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 404 359 | −0,93 | 27 181 | 9,79 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 80 094 | −11,69 | 5 384 | −2,15 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 570 071 | −1,37 | 38 320 | 9,30 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 723 | −2,56 | 226 | 0,45 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 169 155 | −17,45 | 11 371 | −8,53 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 513 836 | −0,23 | 35 | 9,68 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 120 | −5,82 | 1 487 | 4,35 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 12 706 | −8,05 | 854 | 1,91 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 160 895 | −2,83 | 11 | 0,00 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 |
