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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18 205 | −0,82 | 1 083 | 0,09 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 521 867 | −1,62 | 31 213 | −0,94 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 984 | −12,87 | 119 | −12,59 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57 073 | −5,10 | 3 414 | −4,45 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 553 | −6,90 | 33 | −5,71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 450 | −2,85 | 326 | −2,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 158 618 | −13,23 | 9 487 | −12,64 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7 144 | −0,57 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 5 181 | −4,62 | 310 | −4,04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 980 | −18,42 | 836 | −17,80 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | −4,17 | 1 | |||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 204 | −8,40 | 2 165 | −7,75 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 898 | −99,90 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 445 741 | −19,97 | 26 660 | −19,42 | ||||
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 102 184 | −15,50 | 6 112 | −14,91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168 443 | −45,92 | 10 075 | −45,50 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26 934 | −9,09 | 1 611 | −8,47 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 86 507 | −2,05 | 5 133 | −1,97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 78 727 | −12,28 | 4 709 | −11,67 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 344 943 | −46,73 | 20 631 | −46,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 693 774 | −85,80 | 41 495 | −85,70 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 36 140 | −24,14 | 2 162 | −23,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 923 | −36,58 | 175 | −34,83 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 40 425 | −1,00 | 2 418 | −0,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9 400 | −31,39 | 562 | −30,87 | |||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6 964 | −55,99 | 412 | −56,12 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 99 631 | −8,49 | 5 959 | −7,87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 260 931 | −7,62 | 16 | −6,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 599 | −51,30 | 36 | −50,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 174 | −9,64 | 1 027 | −9,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185 842 | −25,05 | 11 | −21,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 001 | −5,39 | 718 | −4,78 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 21 342 | −0,17 | 1 276 | 0,55 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34 805 | −48,00 | 2 082 | −47,66 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 20 403 | −23,89 | 1 220 | −23,37 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 54 486 | −2,33 | 3 259 | −1,66 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 56 007 | −27,66 | 3 350 | −27,18 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 161 758 | −12,00 | 9 675 | −11,39 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6 272 | −2,58 | 375 | −2,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 175 | −5,50 | 549 | −4,86 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 467 469 | −21,00 | 27 959 | −20,46 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 92 007 | −2,92 | 5 503 | −2,26 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 483 691 | −43,60 | 28 930 | −43,21 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 88 217 | −17,26 | 5 276 | −16,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 709 | −0,06 | 641 | 0,63 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-11 | 13F | Enclave Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 278 623 | −8,00 | 16 664 | −7,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 294 976 | −3,91 | 18 | −5,56 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 710 087 | −7,52 | 42 470 | −6,88 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 227 976 | −4,42 | 13 635 | −3,76 | ||||
| 2025-05-15 | 13F | Texas Treasury Safekeeping Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 333 | −13,57 | 319 | −14,52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10 192 | −4,39 | 610 | −3,79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 100 392 | −3,95 | 6 004 | −3,29 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 35 843 | −7,59 | 2 144 | −6,95 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 361 | −62,98 | 201 | −62,71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 68 548 | −67,03 | 4 111 | −66,11 | ||||
| 2025-07-07 | 13F | Trust Co | 9 150 | −0,01 | 547 | 0,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 017 471 | −0,01 | 60 855 | 0,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 443 | −8,36 | 1 043 | −7,70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 425 | −48,57 | 85 | −48,17 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 8 775 | −92,84 | 526 | −92,70 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 26 667 | −26,76 | 1 595 | −26,27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 460 | −13,61 | 566 | −13,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 741 | −14,14 | 44 | −13,73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2 400 000 | −17,24 | 143 544 | −16,67 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96 875 | −8,13 | 5 794 | −7,49 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 852 | −86,12 | 350 | −86,03 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 105 217 | −1,57 | 6 293 | −0,88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 3 546 | −21,43 | 212 | −20,90 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 225 407 | −0,14 | 252 722 | 0,55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 700 | −7,44 | 879 | −6,79 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 337 201 | −3,68 | 20 168 | −3,01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51 533 | −85,33 | 3 | −85,00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 19 278 | −0,41 | 1 153 | 0,35 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 345 737 | −10,13 | 20 679 | −9,35 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4 708 | −7,49 | 282 | −6,95 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 7 375 | −0,95 | 441 | −0,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 3 187 898 | −56,98 | 190 668 | −56,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 235 | −32,13 | 253 | −31,62 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 561 111 | −1,60 | 33 560 | −0,92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 39 349 | −7,22 | 2 353 | −6,59 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6 907 | −23,73 | 413 | −23,09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 456 | −3,04 | 1 941 | −2,36 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 128 831 | −32,34 | 246 945 | −31,87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 687 | −5,50 | 1 895 | −4,82 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 331 | −12,20 | 319 | −11,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 327 | −12,24 | 319 | −11,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 336 | −6,68 | 795 | −6,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 31 692 | −0,97 | 1 895 | −0,26 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 380 159 | −16,98 | 22 737 | −16,41 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13 977 | −9,70 | 836 | −9,14 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 621 862 | −0,68 | 37 194 | 0,00 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 197 801 | −67,85 | 11 830 | −67,63 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | −70,41 | 13 | −70,45 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 95 | −9,52 | 6 | −16,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 243 | −1,16 | 373 | −0,53 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 42 980 | −2,90 | 2 571 | −2,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 053 320 | −36,77 | 362 049 | −36,33 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 25 575 | −48,67 | 1 530 | −48,33 | ||||
| 2025-04-29 | 13F | Whelan Financial | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 96 355 | −0,14 | 5 764 | 0,58 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41 023 | −0,33 | 2 454 | 0,37 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 72 197 | −40,64 | 4 | −42,86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 481 | −1,23 | 28 | −3,57 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 130 082 | −19,38 | 7 697 | −19,25 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 640 090 | −2,53 | 38 284 | −1,85 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 17 319 | −39,55 | 1 036 | −39,15 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 773 | −1,77 | 285 | −1,04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 45 151 | −3,84 | 2 700 | −3,19 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | −92,51 | 3 | −94,87 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 11 720 | −18,37 | 701 | −17,84 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 935 | −1,98 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19 111 064 | −20,14 | 1 143 033 | −19,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 457 | −3,97 | 2 240 | −3,28 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 553 | −11,33 | 571 | −10,64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 20 149 | −11,00 | 1 205 | −10,34 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 23 437 | −0,25 | 1 402 | 0,43 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5 263 | −0,66 | 315 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 293 123 | −39,71 | 17 532 | −39,30 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 975 | −19,26 | 597 | −18,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 131 | −1,24 | 726 | −0,55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8 411 | −20,45 | 503 | −19,90 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 921 | −0,20 | 354 | 0,57 | ||||
| 2025-08-14 | 13F | State Street Corp | 4 450 000 | −19,09 | 266 154 | −18,53 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 40 559 | −0,73 | 2 426 | −0,08 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 526 | −74,66 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 079 310 | −11,31 | 64 554 | −10,70 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 405 | −19,63 | 862 | −19,08 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 178 616 | −23,85 | 10 712 | −21,71 | ||||
| 2025-08-14 | 13F | Wit, Llc | 82 534 | −4,90 | 4 936 | −4,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 7 935 | −9,24 | 475 | −8,67 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 471 782 | −15,23 | 28 217 | −14,64 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 71 990 | −3,47 | 4 306 | −3,73 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 82 591 | −9,86 | 4 940 | −9,24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 021 | −0,49 | 240 | 0,00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 10 849 | −62,13 | 647 | −61,92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18 331 | −6,88 | 1 096 | −6,24 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 528 | −22,26 | 211 | −21,93 | ||||
| 2025-07-17 | 13F | SWS Partners | 14 775 | −9,52 | 884 | −6,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 078 | −5,20 | 962 | −4,57 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 249 576 | −7,59 | 14 927 | −6,95 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 51 834 | −7,87 | 3 100 | −7,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 690 | −0,03 | 819 | 0,62 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 99 967 | −4,65 | 5 979 | −3,98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 76 614 | −0,58 | 4 551 | −0,59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 696 | −6,95 | 879 | −6,40 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 261 544 | −28,47 | 16 | −28,57 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 1 015 724 | −6,40 | 60 334 | −4,14 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 26 335 | −1,85 | 1 575 | −1,13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 456 605 | −11,46 | 27 310 | −10,85 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 1 000 773 | −2,49 | 59 856 | −1,82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 32 473 | −1,23 | 1 942 | −0,51 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 100 856 | −2,30 | 6 048 | 0,45 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 92 256 | −3,32 | 5 518 | −2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 29 513 | −6,88 | 1 765 | −6,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 359 | −6,68 | 1 337 | −6,04 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 45 223 | −20,54 | 2 696 | −20,85 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 330 589 | −13,05 | 19 773 | −12,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 181 947 | −11,99 | 10 882 | −11,38 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 47 496 | −2,79 | 2 841 | −2,14 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 283 | −1,56 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 025 | −0,99 | 420 | −0,24 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44 986 | −7,37 | 2 691 | −6,73 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 748 | −35,14 | 762 | −34,70 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 996 | −88,76 | 59 | −88,76 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 591 | −16,99 | 35 | −14,63 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 970 457 | −2,06 | 117 853 | −1,38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 750 | −20,79 | 2 736 | −20,23 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 244 122 | −0,48 | 14 601 | 0,20 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 7 446 | −2,37 | 445 | −1,77 | ||||
| 2025-04-11 | 13F | LifeGuide Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 995 | −0,43 | 2 811 | 0,25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 123 797 | −7,05 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 285 416 | −14,52 | 17 071 | −13,83 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285 002 | −2,74 | 17 046 | −2,07 | ||||
| 2025-05-15 | 13F | Dai-ichi Life Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 11 536 | −2,33 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 172 918 | −2,71 | 10 342 | −2,04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 167 | −62,30 | 10 | −65,38 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 9 | −93,18 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 514 | −44,95 | 330 | −44,61 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7 105 | −49,04 | 425 | −48,79 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 88 054 | −3,96 | 5 267 | −3,29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 640 114 | −2,98 | 38 285 | −2,31 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 56 067 | −3,47 | 3 353 | −2,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 906 | −6,44 | 7 052 | −5,80 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 128 892 | −3,51 | 7 709 | −2,84 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 330 589 | −13,05 | 19 721 | −12,53 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 20 822 | −1,30 | 1 245 | −0,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 407 | −2,97 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 215 | −5,17 | 1 209 | −4,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210 420 | −11,25 | 12 467 | −11,47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 162 107 | −0,09 | 9 696 | 0,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 68 121 | −4,39 | 4 074 | −3,73 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 45 195 | −22,52 | 2 685 | −20,66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 35 382 | −0,56 | 2 116 | 0,14 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 108 884 | −0,37 | 6 512 | 0,32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44 670 | −57,00 | 2 652 | −57,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 65 832 | −82,97 | 3 937 | −82,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 611 | −46,02 | 37 | −46,27 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 933 | −34,41 | 295 | −33,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 77 446 | −2,79 | 4 632 | −2,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 543 | −11,23 | 810 | −10,71 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 589 975 | −5,15 | 35 286 | −4,49 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 104 | −96,82 | 6 | −96,91 | ||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 669 | −9,63 | 339 | −8,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 710 | −8,28 | 760 | −7,65 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 6 237 | −0,45 | 371 | −0,27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 912 | −9,25 | 54 | −6,90 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 77 506 | −24,71 | 4 618 | −24,50 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 10 666 | −6,04 | 638 | −5,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30 939 | −31,47 | 1 850 | −31,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 670 | −7,09 | 219 | −6,41 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 5 742 | −39,94 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 633 894 | −2,08 | 97 723 | −1,41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 202 994 | −25,39 | 12 141 | −24,87 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 122 064 | −24,21 | 7 301 | −23,70 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 32 503 | −7,37 | 1 944 | −6,72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 69 676 | −1,58 | 4 167 | 2,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 81 169 | −86,02 | 4 855 | −85,92 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 374 141 | −5,50 | 22 377 | −4,84 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 47 985 | −8,96 | 2 870 | −8,34 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 290 | −66,67 | 315 | −66,60 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 3 371 | −31,79 | 202 | −31,40 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class | 207 852 | −15,32 | 12 432 | −14,74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 2 050 000 | −21,15 | 122 610 | −20,61 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 238 | −74,09 | 74 | −73,85 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 12 692 | −6,28 | 759 | −5,60 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 66 128 | −27,28 | 3 955 | −26,77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 015 | −76,17 | 61 | −76,19 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 552 994 | −3,19 | 33 075 | −2,52 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 11 504 | −9,07 | 688 | −8,39 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 31 126 | −12,66 | 1 862 | −12,05 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 4 258 | −10,45 | 255 | −9,93 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 224 | −12,50 | 13 | −13,33 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 800 | −45,24 | 3 098 | −44,86 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 62 778 | −1,40 | 3 755 | −0,71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 69 920 | −1,37 | 4 182 | −0,69 | ||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101 189 | −70,01 | 6 052 | −69,80 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 028 | −15,45 | 241 | −14,89 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 73 738 | −19,93 | 4 | −20,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 77 291 | −40,93 | 4 623 | −40,52 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 740 542 | −3,34 | 44 | −2,22 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 924 | −90,93 | 414 | −90,87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 798 | −50,31 | 526 | −49,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74 285 932 | −4,10 | 4 443 042 | −3,43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 728 | −65,92 | 522 | −65,68 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 14 103 | −7,62 | 844 | −6,95 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10 545 183 | −1,68 | 630 707 | −1,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 37 585 | −8,74 | 2 248 | −8,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 543 032 | −1,66 | 32 479 | −0,98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 334 517 | −28,23 | 79 817 | −27,73 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 54 004 | −19,66 | 3 209 | −19,61 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 66 227 | −2,08 | 3 961 | −1,39 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13 135 | −36,57 | 786 | −36,13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 161 | −9,01 | 425 | −9,21 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 676 | −0,02 | 818 | 0,62 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 708 | −4,58 | 42 | −4,55 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 524 459 | −1,63 | 31 368 | −0,96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 568 242 | −0,53 | 33 987 | 0,16 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2 883 952 | −13,11 | 172 489 | −12,51 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 62 119 | −26,62 | 3 715 | −26,11 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 155 123 | −0,98 | 9 278 | −0,30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 75 809 | −4,56 | 4 534 | −3,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37 834 | −1,81 | 2 263 | −1,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 350 | −18,97 | 81 | −18,37 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 758 | −32,48 | 763 | −32,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 142 458 | −2,25 | 8 520 | −1,57 |
