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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 24 050 | −3,15 | 5 973 | −9,14 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 65 150 | −6,98 | 16 179 | −12,74 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 22 232 | −9,71 | 5 521 | −15,30 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5 634 | −0,84 | 1 399 | −6,98 | ||||
| 2025-07-31 | 13F | City State Bank | 7 340 | −7,70 | 1 823 | −13,44 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 16 057 | −1,38 | 3 987 | −7,49 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46 846 | −5,53 | 11 634 | −11,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 346 | −2,54 | 5 549 | −8,58 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 24 574 | −36,21 | 6 103 | −40,16 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 198 | −14,79 | 794 | −20,04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 159 | −48,18 | 785 | −51,15 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 633 | −1,39 | 406 | −7,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 055 | −22,11 | 1 007 | −26,92 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 36 039 | −28,87 | 8 950 | −33,28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 16 315 | −6,62 | 4 052 | −12,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 162 888 | −4,21 | 40 452 | −10,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 067 | −11,26 | 762 | −16,74 | ||||
| 2025-05-15 | 13F | Fusion Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3 188 | −1,18 | 792 | −7,27 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 5 229 | −27,26 | 1 299 | −31,79 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 463 503 | −1,40 | 363 447 | −7,50 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 21 845 | −1,50 | 5 425 | −7,58 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 12 678 | −25,87 | 3 148 | −30,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 709 | −23,52 | 176 | −28,57 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 4 548 | −10,35 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8 648 | −0,57 | 2 148 | −6,73 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 662 | −7,83 | 1 158 | −13,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418 990 | −6,32 | 104 052 | −12,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 400 | −2,33 | 2 086 | −8,35 | |||
| 2025-07-29 | 13F | Ballast, Inc. | 3 117 | −90,59 | 774 | −91,17 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 11 106 | −0,13 | 2 758 | −6,29 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 4 500 | −59,09 | 1 118 | −61,64 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 419 | −2,73 | 1 346 | −8,75 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 500 | −15,82 | 373 | −21,02 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 182 | −11,92 | 294 | −17,46 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 838 | −3,06 | 456 | −8,98 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 1 721 | −0,58 | 433 | 1,41 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 940 | −2,96 | 1 475 | −8,95 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2 731 | −2,39 | 678 | −8,38 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 19 551 | −9,12 | 4 855 | −14,73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 101 | −24,85 | 273 | −29,46 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 5 109 | −1,22 | 1 275 | −6,87 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1 250 | −9,49 | 311 | −15,07 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12 102 | −1,81 | 3 005 | −7,88 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 651 | −23,80 | 658 | −28,56 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 887 | −10,58 | 220 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 252 | −2,34 | 311 | −8,55 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 1 723 | −22,28 | 428 | −27,13 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 4 909 | −47,10 | 1 335 | −47,19 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 566 | −7,94 | 389 | −13,78 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 23 158 | −5,05 | 5 751 | −10,92 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 141 | −74,13 | 532 | −74,70 | ||||
| 2025-08-12 | 13F | Bokf, Na | 9 422 | −0,04 | 2 340 | −6,25 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 914 | −2,56 | 227 | −8,87 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 813 | −36,12 | 1 195 | −40,07 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 421 | −73,15 | 601 | −74,82 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 2 531 | −11,29 | 629 | −16,82 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 251 | −0,71 | 559 | −6,83 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 858 | −6,49 | 461 | −12,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 963 | −55,85 | 736 | −58,61 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 797 | −4,72 | 446 | −10,62 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 004 | −7,56 | 498 | −13,26 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 975 | −0,41 | 241 | −3,23 | ||||
| 2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 8 818 | −58,57 | 2 334 | −53,35 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 424 | −24,54 | 356 | −23,93 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 391 | −2,66 | 345 | −8,73 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1 420 | −2,74 | 353 | −8,81 | ||||
| 2025-04-23 | 13F | Chapin Davis, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 084 | −74,93 | 6 229 | −76,48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 692 | −2,16 | 1 662 | −8,23 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 318 | −3,05 | 79 | −9,30 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1 158 | −3,42 | 288 | −9,46 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119 708 | −0,74 | 30 | −6,45 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1 953 | −5,24 | 485 | −11,19 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 932 | −97,73 | 231 | −97,88 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 936 | −18,47 | 233 | −17,08 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 1 470 | −2,71 | 365 | −8,75 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12 302 | −65,62 | 3 091 | −66,77 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 043 | −22,31 | 2 494 | −19,78 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 9 827 | −73,89 | 2 437 | −75,54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 657 | −50,81 | 1 902 | −53,87 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6 702 | −26,37 | 1 664 | −30,93 | ||||
| 2025-07-17 | 13F | James Hambro & Partners | 3 915 | −12,32 | 972 | −17,77 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 117 | −87,09 | 29 | −87,87 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3 617 | −5,86 | 898 | −11,70 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 2 984 | −2,86 | 741 | −8,86 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 778 | −6,94 | 193 | −12,67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 947 | −9,64 | 235 | −15,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 982 | −1,12 | 5 707 | −1,94 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 19 009 | −9,26 | 4 721 | −14,88 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 236 | −14,88 | 307 | −20,31 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 1 641 | −5,64 | 408 | −11,52 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 62 | −56,34 | 15 | −59,46 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1 428 | −0,90 | 355 | −7,09 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 446 | −41,34 | 359 | −44,94 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 328 | −45,93 | 1 571 | −49,29 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11 817 | −0,92 | 2 935 | −7,06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 248 775 | −5,25 | 62 | −11,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 847 | −3,78 | 2 446 | −9,75 | ||||
| 2025-05-15 | 13F | Westshore Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 407 | −0,14 | 349 | −6,18 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 262 | −1,09 | 810 | −7,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 043 | −3,60 | 259 | −9,44 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19 488 | −2,27 | 4 840 | −8,32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 860 | −33,95 | 2 945 | −37,11 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 7 318 | −23,52 | 1 817 | −28,24 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 233 | −64,32 | 554 | −66,55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 712 | −14,63 | 177 | −20,00 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 22 663 | −48,65 | 6 161 | −48,73 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 72 | −67,12 | 18 | −67,86 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 27 826 | −0,01 | 6 910 | −6,20 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 23 648 | −82,35 | 5 874 | −81,48 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 499 | −7,33 | 1 117 | −13,07 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 6 035 | −4,98 | 1 499 | −10,89 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 153 | −3,16 | 38 | −7,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 220 | −20,88 | 307 | −19,63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3 799 | −57,56 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 120 | −44,21 | 2 265 | −47,68 | ||||
| 2025-08-06 | 13F | Simmons Bank | 2 470 | −2,06 | 613 | −8,10 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 877 | −4,60 | 1 211 | −10,50 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 15 064 | −0,66 | 3 741 | −6,83 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 630 | −2,16 | 405 | −8,18 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 33 | −2,94 | 8 | 0,00 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 7 068 | −2,58 | 1 755 | −8,59 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 235 | −45,18 | 307 | −48,66 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 604 | −23,67 | 1 143 | −28,38 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 1 705 | −21,79 | 423 | −26,69 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 1 983 | −89,95 | 492 | −90,58 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2 994 | −10,06 | 743 | −15,66 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11 212 | −24,17 | 2 786 | −28,86 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 20 650 | −20,33 | 5 128 | −25,26 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 888 | −18,38 | 221 | −23,61 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 830 | −12,63 | 206 | −17,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 973 | −6,24 | 1 235 | −12,04 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 409 | −6,56 | 350 | −12,53 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 287 | −23,71 | 320 | −28,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 738 | −3,39 | 680 | −5,56 | ||||
| 2025-04-14 | 13F | PFS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 1 637 | −0,12 | 407 | −6,24 | ||||
| 2025-04-28 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 15 169 | −47,12 | 4 124 | −47,20 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 14 471 | −5,87 | 4 | −25,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 275 | −2,48 | 68 | −8,11 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 510 | −15,98 | 127 | −21,25 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 4 286 | −2,06 | 1 064 | −8,12 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 4 605 | −2,89 | 1 144 | −8,92 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 25 820 | −1,29 | 6 412 | −0,05 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 797 | −3,78 | 943 | −9,67 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1 725 | −17,42 | 428 | −22,60 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 164 457 | −2,15 | 40 841 | −8,20 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 26 755 | −1,48 | 7 083 | 2,80 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 997 | −2,31 | 744 | −8,37 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 3 117 | −17,74 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4 001 | −19,61 | 993 | −24,60 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 883 | −16,27 | 468 | −21,51 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 5 886 | −12,61 | 1 462 | −18,01 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2 951 | −0,24 | 733 | −6,51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 381 747 | −16,52 | 94 659 | −21,84 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 4 226 | −0,66 | 1 050 | −6,84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 169 | −54,08 | 42 | −57,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70 997 | −0,53 | 17 631 | −6,69 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 925 | −10,71 | 251 | −3,47 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 1 150 | −17,44 | 286 | −22,55 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2 889 | −1,80 | 717 | −7,84 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 412 | −2,99 | 1 344 | −9,01 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 9 100 | −4,06 | 2 260 | −10,00 | ||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 6 283 | −5,19 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 1 001 | −5,48 | 249 | −11,43 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 663 | −6,86 | 661 | −12,57 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 249 | −7,69 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 50 | −89,82 | 12 | −91,54 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 11 685 | −49,05 | 3 177 | −49,13 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 188 | −3,26 | 295 | −9,23 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 023 | −2,25 | 3 234 | −8,28 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3 487 | −0,03 | 848 | −2,53 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 465 | −26,42 | 115 | −30,72 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4 786 | −5,30 | 1 189 | −11,21 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 514 | −3,01 | 624 | −9,04 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1 091 | −33,11 | 271 | −37,35 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 760 | −30,13 | 437 | −34,38 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 26 792 | −7,42 | 6 687 | −12,71 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 92 019 | −0,04 | 22 852 | −6,23 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 10 199 | −6,89 | 2 533 | −12,66 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 674 | −15,96 | 167 | −21,23 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 9 257 | −3,41 | 2 299 | −9,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65 622 | −8,32 | 16 297 | −13,99 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 26 901 | −0,37 | 6 686 | −6,62 | ||||
| 2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 851 | −15,49 | 211 | −20,68 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 073 | −0,07 | 6 475 | −6,25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 3 146 | −7,80 | 781 | −13,51 | ||||
| 2025-07-17 | 13F | City Holding Co | 248 | −4,25 | 62 | −10,29 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 096 | −47,61 | 272 | −50,81 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 399 | −2,69 | 844 | −8,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 41 513 | −0,59 | 10 309 | −6,75 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 177 | −4,73 | 2 031 | −10,65 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1 293 | −15,88 | 321 | −20,94 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 45 823 | −0,33 | 11 380 | −6,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 343 | −2,47 | 10 764 | −8,51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 21 253 | −3,86 | 5 278 | −9,83 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 29 763 | −0,75 | 7 391 | −6,89 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 19 179 | −1,80 | 5 | −20,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 825 | −10,03 | 204 | −11,30 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 3 843 | −2,31 | 954 | −8,36 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 091 | −59,20 | 271 | −61,67 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 19 178 | −0,18 | 4 748 | 2,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 553 | −7,63 | 1 379 | −13,32 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 630 | −9,00 | 4 875 | −14,64 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 429 | −10,80 | 355 | −16,51 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 3 925 | −23,16 | 975 | −27,42 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3 117 | −19,19 | 774 | −24,19 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 1 958 | −0,76 | 486 | −6,90 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 2 795 | −7,73 | 694 | −13,36 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 406 | −16,73 | 1 343 | −21,89 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 906 | −3,21 | 220 | −9,84 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 902 | −3,01 | 472 | −9,06 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 081 | −8,93 | 765 | −13,95 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 1 578 | −84,21 | 392 | −85,18 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 155 | −2,20 | 287 | −8,33 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 33 059 | −0,04 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2 195 | −4,98 | 545 | −10,80 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3 191 | −2,48 | 792 | −8,55 | ||||
| 2025-08-12 | 13F | Main Management LLC | 64 208 | −3,25 | 16 | −11,76 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 612 | −9,73 | 3 132 | −15,31 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 5 192 | −9,72 | 1 289 | −15,31 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 7 973 | −0,60 | 1 980 | −6,74 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8 435 | −9,08 | 2 095 | −14,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 281 | −1,08 | 566 | −7,21 | ||||
| 2025-04-14 | 13F | Gemmer Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2 320 | −4,88 | 576 | −10,70 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 116 919 | −2,80 | 29 036 | −8,82 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 548 | −1,97 | 136 | −7,48 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 2 022 | −1,22 | 502 | −7,21 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 20 105 | −3,98 | 4 993 | −9,94 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 7 511 | −9,43 | 2 | −50,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 751 701 | −0,95 | 186 678 | −7,08 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 389 | −10,93 | 1 587 | −16,44 | ||||
| 2025-08-04 | 13F | Gray Foundation | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 258 | −5,78 | 809 | −11,58 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 622 | −9,03 | 403 | −14,83 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 139 | −42,80 | 35 | −46,87 | ||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 3 681 | −48,91 | 1 001 | −49,01 | ||||
| 2025-05-01 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 260 | −4,24 | 561 | −10,10 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 1 360 | −93,14 | 338 | −93,57 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6 044 | −4,73 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 823 | −5,69 | 453 | −11,55 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 774 | −1,80 | 6 152 | −7,88 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 2 105 | −6,32 | 523 | −12,12 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 211 | −5,06 | 797 | −10,95 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 13 987 | −0,55 | 3 474 | −6,72 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9 790 | −3,43 | 2 431 | −9,39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24 039 | −1,10 | 5 970 | −7,21 | ||||
| 2025-04-25 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Corbyn Investment Management Inc/md | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | ESG Planning | 9 421 | −21,72 | 2 340 | −26,59 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 924 | −3,65 | 3 209 | −9,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 962 | −3,22 | 4 709 | −9,20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 106 | −6,62 | 2 261 | −12,40 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 2 975 | −2,33 | 739 | −8,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 32 234 | −5,00 | 8 005 | −10,89 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 847 | −2,66 | 1 452 | −8,68 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 883 | −7,80 | 716 | −13,54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 558 | −14,82 | 379 | −18,32 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 095 | −65,02 | 272 | −67,27 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 372 | −0,35 | 2 327 | −6,51 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 142 | −2,56 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 007 | −6,05 | 995 | −11,87 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 2 211 | −1,95 | 549 | −8,05 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1 659 | −18,40 | 412 | −23,42 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 9 265 | −18,10 | 2 301 | −23,18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 86 548 | −2,01 | 21 493 | −4,07 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 519 | −24,13 | 377 | −28,73 | ||||
| 2025-05-12 | 13F/A | Smart Money Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 33 534 | −7,68 | 8 581 | −12,75 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 425 | −28,46 | 354 | −33,02 | ||||
| 2025-04-28 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 8 498 | −47,17 | 2 310 | −47,24 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 3 085 | −27,75 | 766 | −32,21 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 005 | −16,48 | 1 491 | −21,65 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4 859 | −1,10 | 1 207 | −7,23 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 27 199 | −2,23 | 6 755 | −8,28 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 29 309 | −0,22 | 7 326 | 2,39 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 3 271 | −4,22 | 1 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2 454 | −2,70 | 609 | −8,70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 545 | −5,10 | 384 | −11,14 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 7 199 | −41,40 | 1 788 | −45,03 | ||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 12 923 | −45,47 | 3 513 | −45,55 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 3 337 | −9,54 | 828 | −15,16 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 74 037 | −3,25 | 18 386 | −9,24 | ||||
| 2025-07-23 | 13F | Optas, LLC | 1 463 | −50,00 | 363 | −53,10 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 105 448 | −2,82 | 26 187 | −8,84 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 335 | −52,76 | 828 | −53,74 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2 352 | −1,88 | 584 | −7,89 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 726 | −7,21 | 2 167 | −12,98 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 982 | −10,97 | 261 | −12,42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 214 | −0,10 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 913 953 | −3,13 | 226 971 | −9,12 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 484 | −45,53 | 865 | −48,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 392 361 | −1,95 | 97 439 | −8,02 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 1 696 | −6,09 | 421 | −11,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231 660 | −13,80 | 58 | −19,72 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 310 | −41,51 | 77 | −45,71 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 740 | −9,07 | 1 674 | −14,73 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 15 226 | −3,83 | 3 781 | −9,78 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 456 | −40,08 | 610 | −37,47 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 494 174 | −19,95 | 122 723 | −24,90 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 152 | −11,11 | 38 | −17,78 | ||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 89 340 | −0,49 | 22 187 | −6,65 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 356 | −21,80 | 337 | −26,64 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2 386 | −9,42 | 593 | −15,06 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 15 915 | −0,53 | 3 952 | −6,68 | ||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 066 | −15,80 | 265 | −21,19 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 876 | −1,79 | 218 | −8,05 | ||||
| 2025-05-02 | 13F | Carson Advisory Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 113 | −53,69 | 28 | −56,25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 862 | −0,67 | 959 | −6,80 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 928 | −1,23 | 1 472 | −7,30 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 378 | −11,68 | 94 | −17,70 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 934 | −0,87 | 480 | −6,98 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 813 | −1,79 | 450 | −7,79 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2 140 | −6,06 | 531 | −11,94 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 38 031 | −3,25 | 9 414 | −9,53 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 846 | −61,67 | 204 | −62,98 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16 741 | −17,13 | 4 157 | −22,27 | ||||
| 2025-05-06 | 13F | Zevin Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 334 | −19,50 | 1 573 | −24,53 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 206 | −19,73 | 1 740 | −26,77 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 1 071 | −0,74 | 266 | −7,02 | ||||
| 2025-05-13 | 13F | Hilton Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 989 | −5,30 | 1 239 | −11,19 | ||||
| 2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 13 920 | −46,97 | 3 784 | −47,05 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 12 819 | −0,07 | 3 183 | −6,24 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 200 | −16,32 | 50 | −22,22 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 809 | −3,46 | 201 | −9,50 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 573 | −1,99 | 391 | −8,02 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 758 | −0,57 | 437 | −6,84 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 2 737 | −8,52 | 1 | |||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | MSTQX - Morningstar U.S. Equity Fund | 250 665 | −5,13 | 64 143 | −10,34 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 402 | −39,64 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 59 477 | −23,47 | 14 771 | −28,21 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 844 | −6,01 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 738 001 | −0,81 | 183 275 | −6,95 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 147 | −46,77 | 1 030 | −50,10 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 1 354 | −1,46 | 336 | −7,44 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6 229 | −1,21 | 1 548 | −7,31 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 959 | −4,67 | 486 | −10,66 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25 838 | −44,07 | 6 431 | −47,42 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 009 | −41,75 | 499 | −45,35 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 305 | −27,03 | 76 | −31,82 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 15 889 | −11,48 | 3 946 | −16,96 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 1 251 | −0,24 | 311 | −6,63 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 357 | −19,42 | 585 | −24,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 468 | −8,86 | 4 338 | −14,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 101 | −23,43 | 522 | −28,24 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 135 | −48,17 | 282 | −51,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354 797 | −3,60 | 88 110 | −9,57 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 24 191 | −11,67 | 6 404 | −7,82 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5 264 | −6,78 | 1 307 | −12,58 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 735 | −11,52 | 431 | −17,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 301 549 | −2,06 | 74 887 | −8,13 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 152 | −10,18 | 534 | −15,77 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 194 | −7,73 | 297 | −8,92 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 473 | −33,29 | 117 | −37,43 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 536 | −10,96 | 382 | −16,45 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 050 | −24,33 | 509 | −29,01 | ||||
| 2025-04-28 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 20 390 | −48,62 | 5 543 | −48,69 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3 578 | −2,69 | 889 | −8,74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 720 | −1,02 | 2 911 | −7,15 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 85 520 | −27,52 | 21 238 | −32,01 | ||||
| 2025-04-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 168 | −1,50 | 539 | −7,56 | ||||
| 2025-05-02 | 13F | Ascent Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 401 | −3,84 | 106 | 0,95 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 12 160 | −1,09 | 3 020 | −7,22 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 2 498 | −13,98 | 620 | −19,27 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 249 | −24,94 | 310 | −29,55 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 900 | −22,55 | 238 | −19,05 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 880 | −0,05 | 467 | −6,24 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 031 | −15,91 | 256 | −20,99 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1 247 | −29,39 | 310 | −33,83 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 689 | −3,78 | 5 634 | −9,74 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 3 582 | −8,58 | 889 | −14,27 | ||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 378 | −4,04 | 342 | −10,00 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 128 136 | −3,45 | 31 821 | −5,48 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 622 | −4,01 | 150 | −12,28 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 1 017 | −3,88 | 253 | −10,00 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2 351 | −20,60 | 584 | −25,54 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5 024 | −0,42 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 6 910 | −48,47 | 1 716 | −51,65 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 988 | −0,77 | 991 | −6,87 | ||||
| 2025-08-01 | 13F | First National Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 2 844 | −8,29 | 706 | −13,90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2 929 | −3,21 | 727 | −9,24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 200 147 | −5,54 | 298 045 | −11,39 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 5 255 | −4,21 | 1 305 | −10,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26 677 | −14,48 | 6 625 | −18,30 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 1 629 | −1,45 | 404 | −7,55 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 213 | −38,89 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4 816 | −2,11 | 1 196 | −8,14 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 041 | −1,92 | 2 245 | −7,99 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 8 250 | −2,14 | 2 049 | −8,20 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 1 909 | −67,54 | 480 | −67,52 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 111 714 | −10,66 | 27 743 | −16,19 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 36 828 | −1,28 | 9 146 | −7,40 | ||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 573 | −9,78 | 1 384 | −15,41 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 6 112 | −0,71 | 1 518 | −6,88 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 1 975 | −10,06 | 490 | −15,66 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 148 | −9,02 | 533 | −14,72 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7 091 | −0,62 | 1 761 | −6,73 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 075 | −1,29 | 267 | −7,64 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 411 | −14,54 | 350 | −19,91 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 467 | −70,19 | 364 | −72,04 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 744 | −4,59 | 930 | −10,67 | ||||
| 2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 10 969 | −46,88 | 2 982 | −46,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1 175 | −12,31 | 292 | −17,80 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 1 098 | −5,67 | 273 | −11,69 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 25 724 | −3,58 | 6 388 | −9,54 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 17 986 | −7,79 | 4 467 | −13,50 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 4 300 | −43,42 | 1 068 | −46,94 | |||
| 2025-08-06 | 13F | SOUTH STATE Corp | 467 | −2,51 | 116 | −8,73 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 1 754 | −43,60 | 477 | −43,74 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 843 | −37,42 | 212 | −36,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 45 329 | −0,90 | 11 257 | −7,04 | ||||
| 2025-04-28 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 8 753 | −46,60 | 2 380 | −46,68 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 9 487 | −4,54 | 2 356 | −10,42 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1 255 | −17,43 | 0 | |||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 516 | −0,78 | 4 598 | −6,90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 529 | −6,37 | 131 | −12,08 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 324 | −2,99 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 362 | −11,34 | 587 | −16,88 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2 383 | −3,33 | 592 | −4,98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 61 | −63,91 | 15 | −65,91 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 485 | −3,24 | 1 114 | −9,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 252 | −90,49 | 559 | −91,08 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 294 | −18,99 | 818 | −23,98 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 785 | −31,21 | 1 437 | −35,49 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 9 906 | −6,60 | 2 460 | −12,40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 121 | −16,34 | 278 | −21,47 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 853 | −1,61 | 212 | −7,86 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 395 | −34,78 | 346 | −38,87 | ||||
| 2025-04-16 | 13F | Pps&v Asset Management Consultants, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1 031 | −3,10 | 256 | −8,90 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 17 643 | −19,72 | 4 381 | −24,70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 814 | −5,18 | 450 | −11,07 | ||||
| 2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 15 408 | −44,21 | 4 189 | −44,29 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 13 989 | −2,15 | 3 474 | −8,22 |
