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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 10 520 | −68,97 | 618 | −68,93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 15 500 | −20,75 | 911 | −20,58 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9 698 | −0,65 | 570 | −0,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 330 248 | −8,06 | 19 412 | −7,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 228 362 | −15,89 | 13 423 | −15,75 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16 350 | −14,19 | 961 | −14,04 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 117 227 | −1,29 | 6 891 | −1,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 318 | −16,99 | 1 136 | −16,85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 362 | −95,11 | 80 | −95,10 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 45 517 | −7,70 | 2 676 | −7,57 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 51 661 | −16,22 | 3 037 | −16,11 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Arcadia Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 83 357 | −0,86 | 4 900 | −0,71 | ||||
| 2025-05-07 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 51 207 | −1,41 | 3 010 | 100 200,00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 72 589 | −0,17 | 4 267 | −0,02 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 150 603 | −0,06 | 8 852 | 0,10 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6 362 | −40,64 | 374 | −40,61 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 10 558 | −3,39 | 621 | −3,28 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 036 | −0,49 | 178 | −0,56 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 19 926 | −8,51 | 1 171 | −8,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20 478 670 | −7,98 | 1 203 736 | −7,84 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 460 | −6,66 | 437 | −6,64 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 16 001 | −8,99 | 941 | −8,91 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 9 885 | −24,66 | 578 | −24,94 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 14 464 | −12,61 | 850 | −12,46 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 45 918 | −22,92 | 2 699 | −22,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 262 | −29,91 | 309 | −29,13 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 4 459 | −43,49 | 262 | −43,41 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10 856 | −83,17 | 638 | −83,14 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 44 381 | −14,76 | 2 609 | −14,63 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 9 273 | −6,07 | 545 | −5,87 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 23 241 | −5,68 | 1 366 | −5,53 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 94 176 | −5,93 | 5 536 | −5,79 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10 866 | −0,21 | 639 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 2 618 804 | −41,72 | 153 933 | −41,63 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 34 354 | −5,94 | 2 019 | −5,79 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 17 914 | −14,70 | 1 053 | −14,61 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 15 438 | −2,69 | 907 | −2,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 375 452 | −0,27 | 22 069 | −0,12 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 7 679 | −8,84 | 451 | −8,70 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 29 129 | −7,61 | 1 712 | −7,46 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 57 358 | −18,88 | 3 | −25,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 660 | −21,36 | 273 | −21,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 664 073 | −3,07 | 39 034 | −2,92 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 22 579 | −1,45 | 1 327 | −1,26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 386 | −16,23 | 1 551 | −16,13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826 487 | −19,20 | 48 581 | −19,08 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34 170 | −9,04 | 2 009 | −8,89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 222 | −20,82 | 366 | −20,82 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 70 038 | −0,67 | 4 117 | −0,53 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60 904 | −4,13 | 3 580 | −4,00 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 17 741 | −0,36 | 1 043 | −0,19 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Seven Mile Advisory | 29 241 | −25,18 | 1 719 | −25,08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 176 334 | −1,96 | 10 365 | −1,81 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 4 875 | −13,33 | 287 | −13,33 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 171 084 | −9,45 | 10 | −9,09 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 432 | −5,05 | 25 | −3,85 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6 570 | −0,67 | 386 | −0,52 | ||||
| 2025-08-05 | 13F | Burney Co/ | 11 781 | −51,91 | 692 | −51,84 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 10 351 | −4,39 | 608 | −4,25 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 97 342 | −5,69 | 5 722 | −5,55 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 207 | −34,29 | 12 | −33,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 287 | −30,84 | 370 | −30,77 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 32 741 | −1,42 | 1 925 | −1,28 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 48 860 | −19,91 | 2 872 | −19,80 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 476 | −6,50 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9 992 | −90,66 | 587 | −90,65 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 535 | −12,86 | 560 | −12,77 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 375 608 | −1,18 | 22 078 | −1,03 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95 620 | −72,58 | 6 | −75,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4 039 | −47,51 | 237 | −47,45 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 922 | −50,97 | 113 | −51,30 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 20 437 | −4,55 | 1 201 | −4,38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 304 709 | −2,60 | 17 911 | −2,46 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 693 | −4,10 | 217 | −3,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 342 118 | −1,87 | 20 | 0,00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 220 398 | −33,56 | 12 955 | −33,46 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 3 776 | −4,53 | 222 | −4,74 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 46 388 | −9,99 | 2 713 | −9,99 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 38 602 | −0,35 | 2 269 | −0,18 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13 166 | −9,96 | 771 | −10,26 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 443 934 | −1,80 | 26 094 | −1,65 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 34 912 | −2,13 | 2 052 | −1,96 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 54 856 | −0,45 | 3 224 | −0,31 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 570 | −1,95 | 1 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 25 606 | −16,10 | 1 505 | −15,97 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 | −96,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 053 | −47,30 | 62 | −47,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 477 030 | −39,31 | 28 040 | −39,21 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 157 964 | −0,69 | 9 285 | −0,54 | ||||
| 2025-05-13 | 13F | Stokes Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 5 502 | −4,16 | 323 | −3,87 | ||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 82 714 | −48,51 | 4 862 | −48,44 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 63 895 | −1,19 | 3 756 | −1,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 288 779 | −57,60 | 16 974 | −57,53 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 9 045 | −98,36 | 532 | −98,36 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 50 064 | −7,57 | 3 | −33,33 | ||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | 512 714 | −1,87 | 30 137 | −1,72 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 986 | −7,75 | 176 | −7,41 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 201 331 | −25,14 | 11 834 | −25,03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 71 619 | −22,19 | 4 210 | −22,08 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 213 583 | −27,45 | 12 554 | −27,32 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 3 961 | −22,01 | 233 | −22,15 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 36 710 | −12,27 | 2 158 | −12,14 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33 606 | −42,07 | 1 975 | −41,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 697 962 | −9,30 | 41 026 | −9,16 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 740 | −5,92 | 1 924 | −5,78 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 19 751 | −16,99 | 1 161 | −16,91 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 12 280 | −1,12 | 722 | −0,96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 83 293 | −10,46 | 4 896 | −10,33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 62 652 | −0,50 | 3 683 | −0,35 | ||||
| 2025-05-14 | 13F | Gitterman Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6 388 | −0,47 | 375 | −0,27 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 12 141 | −8,94 | 713 | −8,82 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 118 748 | −67,54 | 6 980 | −67,49 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 43 662 | −2,34 | 2 566 | −2,17 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 5 879 | −7,34 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8 277 | −0,31 | 485 | −0,62 | ||||
| 2025-05-14 | 13F | Global Value Investment Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 86 860 | −17,56 | 5 106 | −17,43 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 128 | −17,60 | 66 | −17,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 834 | −13,37 | 402 | −12,45 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 185 320 | −0,87 | 10 893 | −0,71 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 251 534 | −14,10 | 74 | −14,12 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 173 914 | −2,57 | 10 223 | −2,42 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 236 | −31,90 | 249 | −32,05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 39 801 | −78,89 | 2 339 | −78,87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 361 126 | −65,42 | 21 | −65,57 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 91 603 | −15,04 | 5 384 | −14,92 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3 892 | −18,65 | 229 | −18,57 | ||||
| 2025-08-14 | 13F | Marshfield Associates | 17 638 | −34,35 | 1 037 | −34,26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 460 | −96,67 | 27 | −96,67 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 61 650 | −4,57 | 3 624 | −4,43 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 59 459 | −17,49 | 3 495 | −17,36 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Orcam Financial Group | 19 254 | −0,80 | 1 132 | −0,70 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 12 932 | −1,41 | 759 | −0,66 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 636 098 | −14,33 | 37 390 | −14,13 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 54 165 | −8,26 | 3 184 | −8,14 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 126 872 | −18,49 | 7 458 | −18,37 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10 846 | −0,04 | 638 | 0,16 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 100 | −80,51 | 6 | −83,33 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 5 504 | −28,09 | 324 | −28,06 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 430 | −7,26 | 84 | −6,67 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 12 330 | −9,57 | 725 | −9,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 120 732 | −1,89 | 7 097 | −1,74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 353 | −17,61 | 138 | −17,37 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | State Street Corp | 4 150 000 | −7,78 | 243 937 | −7,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 47 608 | −2,83 | 2 798 | −2,68 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 86 730 | −30,15 | 5 098 | −30,04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9 447 | −38,23 | 555 | −38,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 244 490 | −75,56 | 14 371 | −75,53 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 106 230 | −68,33 | 6 244 | −68,28 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 761 | −28,01 | 515 | −27,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 314 356 | −0,18 | 18 478 | −0,03 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 30 682 | −0,57 | 1 795 | −0,77 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 36 315 | −8,72 | 2 135 | −8,61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 258 971 | −2,40 | 15 222 | −2,25 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 49 145 | −0,92 | 2 889 | −0,79 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 134 187 | −2,73 | 7 888 | −2,58 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 20 219 | −13,09 | 1 188 | −12,97 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 11 919 | −1,28 | 701 | −1,13 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 8 452 | −0,47 | 497 | −0,40 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10 202 | −13,35 | 600 | −13,31 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 107 795 | −13,71 | 6 336 | −13,57 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 237 388 | −0,20 | 13 954 | −0,05 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 84 201 | −4,36 | 4 942 | −4,37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 748 | −68,97 | 220 | −68,93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 125 747 | −8,13 | 7 391 | −7,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 419 170 | −0,85 | 24 639 | −0,70 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 301 650 | −8,20 | 17 731 | −8,06 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 45 816 | −4,26 | 2 693 | −4,10 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 119 632 | −26,88 | 7 032 | −26,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 21 218 | −18,97 | 1 247 | −18,82 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 242 378 | −64,28 | 14 247 | −64,23 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8 039 | −28,59 | 473 | −28,48 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 4 983 | −0,18 | 293 | 0,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 157 913 | −12,68 | 9 282 | −12,54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 904 542 | −6,27 | 111 949 | −6,13 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 15 393 | −3,58 | 905 | −3,42 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 4 049 | −3,04 | 238 | −3,27 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9 951 | −5,82 | 585 | −5,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 638 534 | −36,68 | 37 518 | −36,61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 314 278 | −68,58 | 18 473 | −68,53 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 7 300 821 | −3,12 | 429 142 | −2,97 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 45 034 | −4,93 | 2 647 | −4,78 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 740 377 | −1,08 | 43 519 | −0,92 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 23 501 | −1,75 | 1 381 | −1,57 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 4 601 | −21,71 | 270 | −21,51 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 22 149 | −20,50 | 1 302 | −20,43 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 675 278 | −13,43 | 39 693 | −13,29 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 33 146 | −13,18 | 2 635 | 17,63 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 84 454 | −0,84 | 4 963 | −0,68 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 230 818 | −3,20 | 13 567 | −3,05 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 173 | −52,88 | 245 | −52,79 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 26 711 | −39,48 | 1 570 | −39,38 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 17 846 | −0,39 | 1 049 | −0,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 159 492 | −16,81 | 9 375 | −16,68 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 245 464 | −3,39 | 14 428 | −3,25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9 407 | −5,68 | 1 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 108 920 | −40,28 | 6 402 | −40,19 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 900 | −4,86 | 53 | −5,45 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 14 364 | −49,55 | 844 | −49,49 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 123 018 | −3,51 | 7 231 | −3,37 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 315 | −3,50 | 136 | −2,86 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9 432 | −15,90 | 554 | −15,81 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 59 | −55,30 | 3 | −57,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 508 478 | −9,01 | 29 721 | −9,38 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 14 726 | −39,53 | 866 | −39,47 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 17 481 | −21,47 | 1 028 | −21,36 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 37 109 | −14,76 | 2 181 | −14,60 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 33 187 | −3,49 | 1 948 | −2,65 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4 929 | −14,41 | 290 | −14,24 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 604 | −6,75 | 0 | |||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7 588 | −86,08 | 446 | −86,05 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 216 | −10,00 | 424 | −9,98 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 16 397 | −10,35 | 964 | −10,25 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 33 132 | −34,30 | 1 948 | −34,20 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 902 706 | −7,00 | 111 841 | −6,86 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 116 900 | −35,61 | 65 651 | −35,52 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 15 643 | −9,69 | 920 | −9,55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 69 997 | −10,25 | 4 114 | −10,12 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 995 | −46,22 | 58 | −46,30 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 27 130 | −14,19 | 1 595 | −14,07 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 113 552 | −7,36 | 6 675 | −7,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 951 | −86,46 | 232 | −86,45 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 76 983 | −10,36 | 4 525 | −10,22 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9 197 | −58,73 | 541 | −58,72 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 73 119 | −4,70 | 4 298 | −4,57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 348 060 | −2,51 | 20 459 | −1,18 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 | −99,92 | 3 | −99,93 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 78 941 | −20,43 | 4 633 | −19,72 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 50 413 | −3,89 | 2 963 | −3,74 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 22 922 | −11,12 | 1 345 | −10,33 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | −93,33 | 0 | |||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3 556 | −6,37 | 209 | −5,86 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 038 812 | −12,99 | 119 840 | −12,85 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5 436 | −2,30 | 320 | −2,15 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 358 | −4,23 | 433 | −4,00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21 063 | −44,82 | 1 238 | −44,73 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4 543 | −8,63 | 267 | −8,25 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 330 | −4,39 | 78 | 20,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 44 893 | −6,18 | 2 639 | −6,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 899 | −32,82 | 641 | −32,77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 090 | −24,22 | 593 | −24,07 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 37 476 | −14,85 | 2 203 | −14,72 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 33 196 | −14,30 | 1 951 | −14,17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34 186 | −48,49 | 2 009 | −48,57 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 281 | −89,47 | 17 | −89,74 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 14 551 | −26,19 | 855 | −26,10 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 342 814 | −1,09 | 20 151 | −0,94 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 185 835 | −14,12 | 10 890 | −14,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69 656 | −86,61 | 4 094 | −86,59 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 14 326 | −42,33 | 845 | −42,07 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 172 814 | −5,50 | 10 115 | −5,79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9 990 | −17,03 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 741 | −5,15 | 1 043 | −5,01 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10 641 | −18,11 | 625 | −17,44 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 20 667 | −13,85 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29 716 | −68,71 | 1 740 | −68,78 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 57 716 | −3,83 | 3 393 | −3,69 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 377 | −19,69 | 551 | −19,56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 5 125 | −26,76 | 301 | −26,59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 481 | −2,85 | 1 316 | −3,09 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 817 | −12,99 | 48 | −12,96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31 081 | −6,80 | 1 827 | −6,69 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 65 137 | −7,32 | 4 | −25,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 944 | −29,99 | 585 | −29,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 14 821 | −80,89 | 871 | −80,87 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3 993 | −38,38 | 235 | −38,42 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 70 805 | −1,82 | 4 162 | −1,68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 126 846 | −0,95 | 7 456 | −0,80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 352 002 | −41,73 | 1 490 191 | −41,64 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 710 783 | −3,42 | 41 780 | −3,28 | ||||
| 2025-04-16 | 13F | HMV Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 12 288 | −1,17 | 722 | −0,96 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 7 015 | −0,57 | 412 | −0,48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 232 859 | −3,36 | 72 468 | −3,14 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 54 246 | −7,42 | 3 189 | −7,27 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42 718 | −5,51 | 2 511 | −5,39 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 127 642 | −3,11 | 7 503 | −2,96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4 531 | −24,82 | 266 | −24,65 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 25 884 | −4,20 | 1 521 | −4,04 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26 568 | −8,21 | 1 562 | −8,07 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6 246 | −43,45 | 367 | −43,36 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5 884 | −13,88 | 346 | −13,75 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 22 259 | −1,56 | 1 308 | −1,43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 847 | −34,11 | 932 | −33,97 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 23 377 | −3,20 | 1 374 | −3,03 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2 043 482 | −0,11 | 120 | 0,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2 750 000 | −11,29 | 161 645 | −11,15 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3 442 | −11,36 | 202 | −11,01 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11 030 | −2,55 | 648 | −2,41 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 5 284 | −8,52 | 310 | −8,01 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 78 121 | −8,36 | 4 592 | −8,75 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 663 193 | −2,53 | 38 982 | −2,38 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 23 213 | −6,67 | 1 362 | −5,87 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3 162 507 | −2,41 | 185 892 | −2,26 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 95 144 | −3,92 | 5 593 | −3,79 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 28 025 | −0,36 | 1 647 | −0,18 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 31 384 | −0,14 | 1 845 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 390 | −5,80 | 23 | −8,33 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3 470 | −7,81 | 204 | −7,27 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 519 889 | −7,86 | 31 | −9,09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 139 929 | −10,21 | 8 225 | −10,07 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 849 | −13,59 | 1 | |||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 88 728 | −3,48 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 19 812 | −29,97 | 1 165 | −29,88 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 3 984 | −16,20 | 234 | −16,13 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 18 866 | −50,89 | 1 109 | −50,84 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4 282 925 | −1,55 | 251 750 | −1,40 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 825 | −38,93 | 693 | −39,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 572 | −18,86 | 210 | −18,99 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 7 519 | −0,13 | 442 | 0,00 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 3 410 | −47,13 | 200 | −46,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 316 189 | −1,50 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2 321 017 | −2,06 | 136 429 | −1,91 | ||||
| 2025-08-01 | 13F | Motco | 169 | −79,26 | 10 | −80,85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6 551 | −16,06 | 385 | −15,94 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 208 | −17,49 | 71 | −16,47 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 10 928 | −0,05 | 642 | 0,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658 087 | −4,08 | 38 682 | −3,93 | ||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 29 686 | −9,48 | 1 745 | −9,36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 8 459 | −0,01 | 497 | 0,20 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 592 | −21,90 | 35 | −22,73 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 19 747 | −29,45 | 1 161 | −29,35 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 14 525 | −22,71 | 854 | −22,60 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 20 202 | −13,31 | 1 187 | −13,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 136 063 | −9,28 | 7 998 | −9,14 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 149 153 | −1,81 | 8 767 | −1,66 | ||||
| 2025-08-12 | 13F | Prudential Plc | 281 964 | −14,78 | 16 574 | −14,66 |
