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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 152 | −20,03 | 244 | −15,03 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Spider Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 61 130 | −23,01 | 6 920 | −18,28 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 210 442 | −7,03 | 137 | −1,45 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7 633 | −16,22 | 864 | −11,02 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 088 | −20,55 | 709 | −10,93 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 7 357 | −35,08 | 833 | −31,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 111 881 | −3,20 | 12 666 | 2,76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 13 253 | −2,23 | 1 500 | 3,81 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 35 924 | −20,90 | 4 067 | −16,04 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 3 095 | −39,50 | 359 | −34,13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2 829 | −3,15 | 320 | 2,89 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 710 | −32,12 | 80 | −27,93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 250 | −18,78 | 142 | −14,02 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 24 067 | −12,93 | 2 725 | −7,60 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 9 733 | −35,17 | 1 038 | −34,51 | ||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 67 429 | −91,21 | 7 634 | −90,67 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 81 877 | −0,48 | 9 269 | 5,65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 274 | −0,42 | 1 729 | 5,75 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 262 426 | −14,74 | 29 709 | −9,49 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 3 994 | −3,15 | 452 | 2,96 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 22 413 | −25,92 | 2 539 | −30,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 118 120 | −0,64 | 13 372 | 5,47 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 543 388 | −1,77 | 174 727 | 4,27 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 323 | −0,80 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1 933 | −18,30 | 219 | −13,49 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 710 | −18,34 | 533 | −13,33 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 18 060 | −3,91 | 2 045 | 2,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4 917 | −3,32 | 579 | 8,24 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3 460 | −1,14 | 392 | 4,83 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 321 | −20,08 | 263 | −15,21 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 669 | −24,88 | 415 | −20,19 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9 854 | −3,44 | 1 116 | 2,48 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 4 812 | −20,03 | 545 | −15,13 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 8 294 | −9,40 | 939 | −3,89 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15 404 | −0,28 | 1 744 | 5,83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 775 | −56,82 | 541 | −53,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 37 673 | −24,10 | 4 265 | −19,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 706 | −3,57 | 533 | 3,30 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2 600 | −1,52 | 294 | 4,27 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 244 | −1,99 | 1 046 | 4,08 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 136 | −0,95 | 921 | 5,14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 142 | −2,07 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59 887 | −0,77 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33 450 | −48,25 | 3 787 | −45,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 179 | −42,15 | 1 945 | −38,60 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 352 | −13,48 | 946 | −8,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 595 | −15,37 | 1 086 | −10,17 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6 013 | −14,16 | 681 | −8,97 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 186 | −29,01 | 21 | −22,22 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6 179 | −9,15 | 700 | −3,59 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 269 991 | −5,51 | 28 886 | −9,06 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 042 | −6,15 | 1 604 | −5,20 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 119 100 | −3,92 | 13 483 | 1,99 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 40 505 | −16,34 | 4 586 | −10,33 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 684 | −2,68 | 530 | 3,31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 167 | −13,92 | 19 | −10,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 282 | −22,22 | 230 | −14,18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 277 | −41,03 | 711 | −37,44 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 450 119 | −19,01 | 50 958 | −14,03 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 16 240 | −41,06 | 2 | −50,00 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7 758 | −3,75 | 827 | −2,82 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 436 | −7,27 | 615 | −1,60 | ||||
| 2025-07-29 | NP | FMUEX - Free Market U.S. Equity Fund Institutional Class | 2 601 261 | −15,21 | 278 309 | −18,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 391 393 | −18,78 | 44 310 | −13,78 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 110 089 | −0,05 | 12 463 | 6,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 177 455 | −3,83 | 20 | 5,26 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13 582 | −8,95 | 1 538 | −3,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 128 | −51,15 | 15 | −48,15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 589 | −0,32 | 1 538 | 5,85 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 108 | −2,66 | 352 | 3,24 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Matson Money. Inc. | 2 601 261 | −3,14 | 294 489 | 2,81 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 561 | −0,71 | 64 | 5,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 372 549 | −32,23 | 42 176 | −28,07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 17 499 | −1,13 | 1 981 | 4,98 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 305 | −7,75 | 714 | −2,06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 180 | −23,64 | 0 | |||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 25 811 | −0,68 | 2 922 | 5,45 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2 715 | −16,46 | 307 | −11,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 616 | −3,32 | 1 315 | 2,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 214 | −2,01 | 1 270 | 4,02 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 063 | −0,68 | 347 | 5,49 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 820 | −0,99 | 5 187 | 5,11 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 1 445 | −6,41 | 164 | −0,61 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 166 | −1,25 | 811 | 4,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 397 313 | −5,84 | 158 190 | −0,05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 32 | −74,19 | 0 | |||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 28 917 | −19,36 | 3 274 | −14,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 396 | −88,71 | 45 | −88,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 497 | −65,11 | 0 | |||||
| 2025-03-25 | 13F | Life Line Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 101 | −26,81 | 11 | −21,43 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 019 | −1,80 | 2 832 | 4,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 453 600 | −0,92 | 51 352 | 5,17 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 197 | −49,23 | 1 154 | −46,13 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 32 128 | −37,02 | 3 637 | −33,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 318 | −12,63 | 1 055 | −7,30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 354 | −0,93 | 493 | 5,13 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 5 398 | −59,09 | 611 | −56,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 544 | −9,12 | 175 | −3,87 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7 381 | −6,15 | 836 | −0,36 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 494 | −4,37 | 1 867 | 1,52 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 3 426 | −23,56 | 388 | −19,04 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10 048 | −9,17 | 1 138 | −3,56 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 24 389 | −22,59 | 2 761 | −17,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 196 | −17,44 | 362 | −12,38 | ||||
| 2025-05-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 20 000 | −72,20 | 2 264 | −70,49 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 69 402 | −8,31 | 7 857 | −2,66 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 129 | −13,78 | 354 | −8,53 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 2 145 | −0,60 | 243 | 5,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 620 | −16,47 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 12 649 | −7,48 | 1 432 | −1,85 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 827 | −0,81 | 320 | 5,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 313 | −16,03 | 5 470 | −10,86 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 300 | −0,92 | 487 | 5,19 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 884 | −5,14 | 1 911 | 0,68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 659 | −2,55 | 1 660 | 3,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 32 514 | −0,20 | 3 681 | 5,93 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 090 | −12,23 | 576 | −6,80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 488 | −8,96 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 419 | −1,58 | 1 066 | 4,51 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 712 | −10,78 | 81 | −5,88 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 490 | −3,02 | 1 414 | 2,91 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 44 553 | −0,55 | 5 044 | 5,57 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 592 | −32,09 | 859 | −27,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 571 846 | −1,92 | 64 739 | 4,11 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 530 | −2,64 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 643 | −32,88 | 73 | −29,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16 766 | −1,53 | 1 898 | 4,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 647 | −3,15 | 300 | 3,82 | ||||
| 2025-05-14 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 430 | −6,07 | 841 | −0,24 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 162 | −5,72 | 1 150 | 0,09 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 944 | −18,97 | 220 | −13,73 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 257 223 | −78,85 | 29 120 | −77,55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 164 287 | −2,02 | 18 599 | 4,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 798 | −1,84 | 2 756 | 6,58 | ||||
| 2025-08-13 | 13F | Natixis | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 29 672 | −6,35 | 3 359 | −0,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54 813 | −26,81 | 6 205 | −22,31 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 22 194 | −2,25 | 2 513 | 3,76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 6 002 | −0,45 | 680 | 5,60 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 23 750 | −14,28 | 2 689 | −9,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 231 988 | −13,56 | 26 263 | −8,25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 11 913 | −7,81 | 1 349 | −2,18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 180 | −1,28 | 1 061 | 12,39 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 494 | −2,29 | 169 | 3,68 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 11 757 | −13,98 | 1 331 | −8,65 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 97 003 | −0,20 | 10 982 | 5,93 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15 658 | −3,45 | 1 773 | 2,49 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 6 896 | −18,83 | 781 | −13,91 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 15 253 | −63,86 | 2 | −75,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 696 | −4,73 | 532 | 1,14 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 392 213 | −4,47 | 44 402 | 1,41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 131 | −13,89 | 581 | −8,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 271 | −9,41 | 1 389 | −3,81 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 19 326 | −29,25 | 2 188 | −24,92 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 825 | −0,03 | 433 | 6,39 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 204 | −32,99 | 1 155 | −28,88 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 553 | −36,94 | 63 | −33,33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 446 | −6,50 | 50 | 0,00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 30 294 | −6,24 | 3 430 | −0,46 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 69 905 | −64,21 | 7 914 | −62,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 751 866 | −4,45 | 198 329 | 1,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44 714 | −17,52 | 5 062 | −12,44 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 516 | −0,32 | 285 | 5,58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 353 | −27,26 | 1 738 | −22,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 223 | −4,61 | 818 | 1,24 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 3 399 | −5,45 | 385 | 0,26 | ||||
| 2025-04-28 | 13F | Capital Investment Counsel, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 114 | −9,51 | 1 145 | −3,94 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 1 828 | −17,92 | 207 | −13,08 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 47 935 | −31,71 | 5 427 | −27,51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4 117 | −22,03 | 466 | −17,23 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 064 | −12,89 | 686 | −7,55 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 193 299 | −0,33 | 22 | 5,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 298 236 | −2,61 | 33 763 | 3,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 406 621 | −3,33 | 159 244 | 2,61 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 112 | −58,37 | 805 | −55,82 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 |
