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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 6 701 | −0,43 | 853 | 6,09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 114 037 | −1,66 | 14 517 | 4,78 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 9 754 | −2,29 | 1 242 | 4,11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 794 | −1,18 | 610 | 5,35 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 27 799 | −1,93 | 3 539 | 4,49 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3 187 | −4,15 | 406 | 2,02 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 77 513 | −3,35 | 9 867 | 2,99 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 65 195 | −1,10 | 7 789 | 0,06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 658 | −9,15 | 211 | −3,21 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7 698 | −1,87 | 980 | 5,72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 763 | −31,64 | 224 | −27,27 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58 836 | −1,48 | 7 490 | 4,96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 6 279 | −50,52 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 67 254 | −1,98 | 8 561 | 4,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 92 960 | −2,94 | 11 834 | 3,42 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 133 | −37,56 | 17 | −36,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 231 410 | −3,28 | 29 459 | 3,05 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1 977 | −2,47 | 252 | 3,72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 252 | −2,25 | 541 | 4,24 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 30 569 | −4,05 | 3 891 | 2,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 600 | −63,09 | 1 095 | −60,69 | |||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 28 156 | −0,27 | 3 584 | 6,29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14 277 | −2,95 | 1 817 | 3,41 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 10 614 | −17,50 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 720 | −8,91 | 3 401 | −3,05 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6 391 | −1,40 | 814 | 5,04 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 608 | −12,42 | 205 | −6,85 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 17 321 | −49,72 | 2 | −50,00 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 4 951 | −2,75 | 630 | 4,83 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3 813 | −13,91 | 485 | −8,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 728 | −85,18 | 475 | −84,22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 16 939 | −4,76 | 2 156 | 1,51 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 288 | −0,17 | 291 | 6,59 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 100 023 | −0,06 | 12 733 | 6,48 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 365 | −0,46 | 683 | 6,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 184 | −6,26 | 1 296 | −0,15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 723 | −2,62 | 729 | 3,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 265 | −2,46 | 1 307 | 3,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40 | −16,67 | 5 | 0,00 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 67 136 | −3,07 | 8 250 | −5,55 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 814 | −8,47 | 485 | −2,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 3 971 | −2,24 | 510 | 4,95 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 705 | −87,59 | 84 | −87,46 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 10 113 | −12,46 | 1 287 | −6,74 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 003 | −5,25 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 5 780 | −14,55 | 736 | −9,03 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 548 | −9,00 | 1 215 | −3,03 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 11 190 | −4,07 | 1 405 | 0,86 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1 957 | −8,68 | 249 | −2,35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9 500 | −0,65 | 1 209 | 5,87 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7 313 | −5,43 | 931 | 0,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 0 | −100,00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 2 205 | −85,36 | 278 | −83,75 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 177 | −58,06 | 23 | −56,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1 834 | −7,56 | 234 | −1,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 128 | −16,45 | 526 | −9,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26 354 | −2,46 | 3 355 | 3,90 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 6 008 | −54,08 | 765 | −51,12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 628 | −41,79 | 589 | −37,93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 219 | −13,88 | 537 | −8,21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 555 | −15,01 | 455 | −2,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 366 | −62,42 | 301 | −59,97 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 417 | −0,44 | 1 453 | 6,06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 182 957 | −7,60 | 23 436 | −0,77 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1 801 | −20,45 | 229 | −15,19 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 38 212 | −19,90 | 4 864 | −14,65 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 2 945 | −30,06 | 375 | −25,65 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 007 | −34,22 | 1 401 | −29,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 158 002 | −6,22 | 20 | 0,00 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 777 | −7,94 | 608 | −1,78 | ||||
| 2025-04-30 | 13F | Hara Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 836 | −1,90 | 2 271 | 4,51 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1 677 | −9,25 | 213 | −3,18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 616 | −6,74 | 333 | −0,60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 118 | −99,96 | 15 | −99,96 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 482 | −4,45 | 443 | 1,84 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 252 | −14,29 | 32 | −8,57 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 489 | −35,36 | 571 | −31,12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 627 | −1,62 | 589 | 19,27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 30 775 | −36,53 | 3 918 | −32,38 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9 324 | −0,45 | 1 187 | 6,08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 902 | −3,51 | 3 425 | 2,79 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 30 036 | −4,39 | 3 824 | 1,87 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 47 415 | −0,83 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lummis Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13 727 | −6,24 | 1 747 | −0,11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 154 | −6,69 | 529 | −0,56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 328 | −5,94 | 2 079 | 0,24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 267 | −1,04 | 1 052 | 5,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 680 | −10,43 | 341 | −4,48 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 6 677 | −11,52 | 850 | −5,77 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 899 | −11,39 | 242 | −5,86 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 343 860 | −1,23 | 43 773 | 5,24 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 095 | −8,05 | 394 | −2,24 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 60 208 | −22,64 | 6 014 | −24,54 | ||||
| 2025-08-08 | 13F | Creative Planning | 77 418 | −1,85 | 9 855 | 4,58 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 075 | −58,98 | 0 | |||||
| 2025-08-08 | 13F | Allianz Se | 46 | −99,98 | 6 | −99,98 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4 739 | −17,34 | 603 | −11,84 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 725 | −49,34 | 92 | −45,88 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | −98,33 | 0 | −100,00 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 676 | −3,01 | 81 | −2,44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28 724 | −35,46 | 3 657 | −31,24 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 870 | −72,28 | 493 | −70,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 463 318 | −10,29 | 58 980 | −4,41 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2 707 | −0,11 | 345 | 6,50 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 617 | −0,42 | 1 733 | 6,12 | ||||
| 2025-08-12 | 13F | Barings Llc | 88 974 | −49,89 | 11 326 | −46,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723 843 | −30,30 | 92 145 | −25,73 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 48 | −11,11 | 6 | 0,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 992 | −96,07 | 381 | −96,05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36 456 | −6,92 | 4 641 | −0,83 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 593 | −4,53 | 330 | 1,85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 008 | −84,90 | 2 293 | −84,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 347 | −1,13 | 1 700 | 5,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 85 867 | −11,68 | 10 931 | −5,90 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | −61,29 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 7 286 | −26,68 | 928 | −21,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 515 | −2,78 | 575 | 3,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 428 | −30,31 | 182 | −25,82 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 4 250 | −4,49 | 541 | 1,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7 490 | −5,67 | 953 | 0,53 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 50 314 | −32,95 | 6 405 | −28,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 790 | −3,66 | 94 | −2,08 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 707 | −19,29 | 472 | −14,05 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1 706 | −7,38 | 217 | −1,36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 50 980 | −68,71 | 6 490 | −66,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 149 141 | −1,98 | 18 986 | 4,45 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 683 | −9,90 | 214 | −4,04 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 829 | −35,37 | 233 | −31,36 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 841 | −5,90 | 362 | 0,28 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 903 | −28,13 | 242 | −23,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 900 | −50,00 | 496 | −46,72 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 059 | −20,02 | 5 863 | −14,78 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 5 595 | −1,13 | 712 | 5,33 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 21 171 | −2,85 | 2 743 | 5,38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 826 | −3,51 | 487 | 2,96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 470 | −12,96 | 60 | −7,81 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 823 | −3,44 | 614 | 3,02 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 260 | −59,12 | 0 | |||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 142 | −43,43 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 40 493 | −0,91 | 5 155 | 5,57 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 586 | −8,47 | 966 | −2,53 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 565 | −4,89 | 327 | 1,24 | ||||
| 2025-05-15 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 3 000 | −53,42 | 382 | −50,46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 32 340 | −2,80 | 4 117 | 3,57 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 607 | −51,13 | 77 | −47,97 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5 180 | −0,94 | 659 | 5,61 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 9 995 | −0,02 | 1 272 | 6,53 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 258 | −4,56 | 1 305 | 1,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70 760 | −24,96 | 9 050 | −19,66 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 19 425 | −18,36 | 2 387 | −20,47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 257 | −0,33 | 1 433 | 6,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 22 322 | −0,42 | 2 842 | 6,09 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13 759 | −12,68 | 1 751 | −5,86 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 943 | −6,13 | 1 266 | 0,00 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343 414 | −26,71 | 43 717 | −21,91 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 69 966 | −0,79 | 8 359 | 0,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 468 | −37,37 | 187 | −33,57 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 357 | −20,56 | 809 | −15,38 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 101 | −3,69 | 777 | 2,65 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 70 163 | −1,48 | 8 382 | −0,31 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 31 208 | −5,60 | 3 973 | 0,58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 128 | −17,53 | 398 | −12,14 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 14 462 | −1,95 | 1 841 | 4,48 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 818 817 | −5,17 | 104 249 | 1,03 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102 976 | −28,85 | 13 109 | −24,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 771 | −23,38 | 607 | −18,30 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3 175 | −3,76 | 379 | −2,57 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 071 | −5,76 | 2 300 | 0,44 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 16 183 | −0,42 | 2 060 | 6,13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 446 | −0,28 | 184 | 6,36 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 225 | −3,60 | 1 | 0,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52 862 | −20,87 | 6 315 | −19,93 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39 765 | −0,13 | 5 062 | 6,43 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 807 | −6,21 | 1 376 | −0,07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 609 | −8,04 | 328 | −3,25 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 2 823 | −3,22 | 359 | 3,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 605 | −4,60 | 586 | 1,74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 16 414 | −1,19 | 2 | 100,00 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 137 191 | −0,55 | 17 464 | 5,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 803 271 | −5,42 | 229 556 | 0,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 832 | −20,74 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 402 528 | −6,15 | 433 142 | 0,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 15 018 | −12,77 | 1 912 | −7,05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 236 | −17,38 | 1 940 | −11,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 108 | −7,42 | 268 | 0,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 36 351 | −2,15 | 4 627 | 4,26 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 307 655 | −13,07 | 39 164 | −7,37 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 5 713 | −3,98 | 727 | 2,39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 598 | −93,61 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 285 | −37,77 | 34 | −38,89 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 12 901 | −0,96 | 1 656 | 6,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37 377 | −65,37 | 4 758 | −62,66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 537 866 | −0,23 | 68 470 | 6,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 378 | −47,30 | 1 194 | −43,86 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 29 929 | −0,54 | 3 810 | 5,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 595 | −15,68 | 840 | −10,17 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1 644 | −17,22 | 209 | −11,81 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 32 997 | −0,30 | 4 201 | 6,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 000 198 | −3,46 | 127 325 | 2,87 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3 798 | −0,45 | 483 | 6,15 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 12 268 | −0,94 | 1 562 | 5,54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114 044 | −14,82 | 14 518 | −9,24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 215 975 | −0,56 | 27 513 | 6,03 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 2 093 | −2,38 | 266 | 3,91 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 855 | −92,49 | 363 | −92,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 775 | −5,51 | 990 | 0,71 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 561 | −3,63 | 581 | 2,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45 779 | −0,77 | 5 828 | 5,73 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 18 053 | −2,88 | 2 298 | 3,51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 954 | −22,00 | 121 | −17,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22 910 811 | −0,36 | 2 916 546 | 6,17 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 709 | −13,01 | 727 | −7,40 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 4 869 | −0,51 | 620 | 5,99 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 104 677 | −0,34 | 13 325 | 6,20 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9 216 | −3,66 | 1 173 | 2,71 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 512 | −0,76 | 2 993 | 5,76 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91 447 | −9,33 | 12 | −8,33 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 18 221 | −6,59 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 587 | −5,02 | 75 | 1,37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 706 | −3,01 | 344 | 4,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 038 | −3,53 | 1 532 | 2,82 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 240 | −56,18 | 158 | −53,55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 290 | −16,43 | 37 | −12,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 468 455 | −1,00 | 59 635 | 5,49 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22 062 | −1,48 | 2 809 | 4,97 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 23 324 | −0,74 | 2 964 | 2,17 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16 386 | −11,99 | 2 086 | −6,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 13 685 | −0,01 | 1 742 | 6,54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 701 | −0,52 | 344 | 5,86 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6 305 | −1,67 | 803 | 4,70 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 293 | −28,32 | 419 | −22,69 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9 520 | −57,22 | 1 212 | −54,44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 980 | −2,00 | 125 | 4,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 431 | −0,54 | 564 | 6,21 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 524 | −8,59 | 660 | −7,57 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 437 | −16,97 | 692 | −11,51 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 357 | −1,06 | 427 | 5,43 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 34 700 | −0,19 | 4 417 | 6,36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 720 | −6,49 | 728 | −0,27 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 58 659 | −0,77 | 7 008 | 0,40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 000 | −84,73 | 255 | −83,77 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2 329 | −21,26 | 297 | −16,15 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2 171 | −9,77 | 276 | −3,83 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 017 | −6,93 | 511 | −0,78 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 52 373 | −2,57 | 6 667 | 3,82 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 133 988 | −1,01 | 17 057 | 5,48 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 952 | −1,67 | 376 | 4,75 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 684 | −29,40 | 469 | −24,88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 723 | −19,67 | 219 | −14,45 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 57 714 | −15,79 | 7 347 | −10,26 |
