Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 316 471 | −3,65 | 28 520 | 4,70 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 2 168 | −2,69 | 195 | 5,98 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 53 626 | −64,99 | 4 833 | −61,96 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 202 | −8,17 | 469 | −0,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 880 | −19,69 | 0 | |||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 14 932 | −3,43 | 1 346 | 4,91 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 497 | −4,69 | 225 | 3,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 823 | −3,14 | 2 327 | 5,25 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 28 243 | −6,76 | 2 545 | 1,31 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 67 725 | −10,71 | 5 842 | −6,74 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 130 719 | −1,53 | 11 780 | 6,99 | ||||
| 2025-04-23 | 13F | Wealth Effects Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 36 778 | −7,18 | 3 314 | 0,85 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 740 | −0,04 | 247 | 8,37 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98 710 | −0,65 | 8 896 | 7,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 24 518 | −0,99 | 2 210 | 7,60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 292 | −69,81 | 657 | −67,20 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 705 | −17,83 | 244 | −10,99 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 249 | −34,36 | 473 | −28,66 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 167 | −3,79 | 105 | 5,00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 56 033 | −2,02 | 5 050 | 6,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 70 664 | −0,09 | 6 368 | 8,56 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 12 625 | −6,01 | 1 138 | 2,06 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 82 205 | −0,54 | 7 408 | 8,08 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 236 | −12,24 | 202 | −0,99 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 234 | −10,69 | 21 | 0,00 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 45 234 | −0,75 | 4 076 | 7,83 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 3 900 | −30,54 | 351 | −24,52 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 698 | −3,18 | 694 | 5,16 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 10 773 | −2,62 | 971 | 5,32 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 133 300 | −46,92 | 12 013 | −42,33 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88 307 | −13,06 | 7 958 | −5,53 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21 941 | −2,66 | 1 977 | 5,78 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 261 | −5,09 | 24 | 4,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 105 356 | −7,29 | 9 495 | 0,73 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10 341 | −11,00 | 932 | −3,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 87 192 | −1,49 | 7 858 | 7,04 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5 915 | −6,57 | 533 | 1,52 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 191 966 | −2,63 | 17 300 | 5,79 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 67 946 | −2,75 | 6 123 | 5,68 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 70 212 | −4,64 | 6 328 | 3,60 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 2 712 | −13,93 | 244 | −6,51 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 92 | −66,18 | 8 | −63,64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 331 305 | −1,59 | 29 857 | 6,93 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 532 | −20,99 | 138 | −13,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 142 | −6,56 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 6 319 | −5,42 | 569 | 2,71 | ||||
| 2025-08-14 | 13F | Betterment LLC | 107 587 | −1,97 | 10 | 0,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 73 | −49,66 | 7 | −50,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 109 | −30,13 | 10 | −25,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 27 835 | −3,99 | 2 508 | 4,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 259 | −18,81 | 23 | −4,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 88 430 | −1,77 | 7 969 | 4,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208 964 | −1,21 | 18 828 | 7,31 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 227 | −49,56 | 20 | −45,95 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 103 155 | −1,59 | 9 296 | 6,94 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 136 204 | −1,06 | 12 257 | 7,35 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 40 576 | −22,67 | 3 657 | −15,97 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4 857 | −10,29 | 438 | −2,67 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 632 | −9,33 | 147 | −1,34 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5 877 | −8,36 | 530 | 2,52 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 201 | −1,27 | 559 | 7,31 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 2 462 | −4,94 | 222 | 3,27 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 5 477 | −11,87 | 494 | −4,27 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 279 | −0,18 | 836 | 8,57 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 539 | −0,32 | 123 | −3,91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 59 297 | −1,19 | 5 344 | 7,35 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9 988 | −10,31 | 900 | −2,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 781 471 | −1,09 | 70 426 | 7,47 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 151 118 | −2,28 | 13 619 | 6,17 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 25 201 | −6,25 | 2 271 | 1,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 638 339 | −0,45 | 58 | 7,55 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 17 553 | −1,98 | 1 582 | 6,17 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 615 | −12,99 | 416 | −5,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 146 | −35,11 | 13 | −27,78 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 3 429 | −11,90 | 308 | −4,66 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4 325 | −9,88 | 390 | −2,26 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 27 692 | −7,62 | 2 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 527 | −1,44 | 228 | 7,08 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 2 504 | −10,12 | 226 | −2,60 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 283 | −33,10 | 26 | −28,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 34 081 | −1,07 | 3 071 | 7,49 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 222 559 | −29,50 | 20 057 | −23,39 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 80 586 | −12,33 | 7 262 | −4,75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 85 136 | −1,56 | 7 672 | 6,97 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13 339 | −3,91 | 1 202 | 4,43 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 12 624 | −8,60 | 1 138 | −0,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 664 | −97,08 | 1 952 | −96,83 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 37 014 | −1,97 | 3 336 | 6,52 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11 993 | −0,75 | 1 081 | 7,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 87 800 | −0,54 | 7 912 | 8,07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54 737 | −2,45 | 4 933 | 6,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 238 | −90,63 | 21 | −90,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 240 | −3,78 | 562 | 4,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 565 | −25,02 | 411 | −18,45 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 848 699 | −1,46 | 166 605 | 7,07 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 060 | −5,36 | 96 | 3,26 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 38 500 | −2,53 | 3 470 | 5,50 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 22 998 | −0,81 | 2 073 | 7,80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 42 944 | −15,53 | 3 870 | −8,21 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 11 290 | −25,67 | 1 017 | −19,22 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 995 | −10,27 | 540 | −2,53 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 44 839 | −26,31 | 4 041 | −19,94 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 82 045 | −6,38 | 7 394 | 1,72 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 53 213 | −2,24 | 4 413 | 1,38 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 711 | −3,14 | 244 | 5,17 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 102 | −0,09 | 820 | 8,61 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 9 784 | −1,78 | 882 | 6,66 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 42 225 | −6,49 | 3 805 | 1,60 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 109 462 | −3,84 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 275 | −4,51 | 25 | 4,35 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 639 | −38,96 | 328 | −33,81 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 833 | −8,00 | 436 | 0,00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6 896 | −20,78 | 621 | −13,99 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 35 517 | −44,51 | 3 201 | −39,71 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 258 | −4,80 | 654 | 3,48 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 114 526 | −0,06 | 10 321 | 8,60 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36 137 | −0,42 | 3 257 | 8,21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 24 081 | −28,99 | 2 170 | −20,37 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 827 | −10,65 | 255 | −3,05 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 378 | −1,38 | 1 | |||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 11 760 | −10,91 | 1 060 | −3,20 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 232 954 | −1,75 | 20 994 | 6,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 381 | −8,50 | 305 | −0,65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | −33,33 | 9 | −25,00 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 755 | −1,21 | 338 | 7,30 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 422 436 | −1,01 | 38 070 | 7,55 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 12 424 | −17,13 | 1 120 | −9,98 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 695 | −25,20 | 153 | −18,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 839 | −17,95 | 346 | −7,75 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 42 685 | −4,81 | 3 847 | 3,41 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 55 394 | −1,11 | 4 992 | 7,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 077 299 | −2,52 | 547 686 | 5,92 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22 581 | −0,32 | 2 035 | 8,31 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 527 683 | −0,15 | 47 555 | 8,49 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 46 363 | −2,11 | 4 178 | 6,36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 689 | −6,69 | 1 053 | 1,45 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 29 160 | −0,08 | 2 628 | 8,55 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 3 176 | −20,02 | 286 | −13,07 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 1 383 552 | −1,65 | 124 686 | 6,87 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3 816 | −7,54 | 344 | 0,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 791 | −3,37 | 1 423 | 5,02 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 803 708 | −13,48 | 72 430 | −5,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 57 444 | −1,96 | 5 177 | 6,52 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 7 330 | −12,37 | 661 | −4,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 89 635 | −1,26 | 8 078 | 7,29 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 50 061 | −9,10 | 4 512 | −1,23 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 274 | −74,87 | 385 | −72,70 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7 133 | −0,08 | 643 | 3,38 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 65 506 | −1,18 | 5 903 | 7,39 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 18 457 | −8,29 | 1 655 | −1,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 22 010 | −0,28 | 1 984 | 8,36 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 436 | −23,27 | 670 | −16,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 537 | −11,45 | 1 401 | −4,11 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 112 365 | −0,08 | 10 126 | 8,57 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 2 869 | −11,34 | 259 | −3,73 | ||||
| 2025-08-08 | 13F | Creative Planning | 47 223 | −1,82 | 4 256 | 6,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 265 160 | −3,21 | 23 896 | 5,17 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 |
