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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 44 072 | −1,84 | 3 925 | −3,44 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 83 777 | −5,47 | 7 461 | −7,02 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 11 719 | −14,99 | 1 044 | −16,43 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 33 000 | −10,81 | 2 939 | −12,27 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 990 | −1,66 | 444 | −3,27 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 054 | −39,36 | 717 | −40,35 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 345 582 | −2,85 | 30 778 | −4,44 | ||||
2025-08-08 | 13F | Wealth Alliance | 75 598 | −12,42 | 6 733 | −13,86 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 249 911 | −0,83 | 22 257 | −2,45 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 3 987 | −54,44 | 355 | −55,18 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 205 350 | −1,26 | 107 348 | −2,88 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 22 472 | −2,12 | 2 001 | −3,71 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 14 056 | −1,03 | 1 252 | −2,65 | ||||
2025-08-07 | 13F | Davis R M Inc | 3 140 | −2,67 | 280 | −4,45 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 12 319 | −36,55 | 1 098 | −37,56 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 1 111 | −1,16 | 100 | −1,98 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 8 962 | −6,96 | 798 | −8,49 | ||||
2025-04-23 | 13F | Sabal Trust CO | 32 882 | −11,28 | 2 977 | −9,82 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 43 446 | −5,73 | 3 869 | −7,26 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 563 702 | −8,98 | 139 263 | −10,47 | ||||
2025-07-17 | 13F | Mainsail Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ballast, Inc. | 2 754 | −34,19 | 245 | −35,19 | ||||
2025-07-15 | 13F | Optima Capital Llc | 10 632 | −23,46 | 947 | −24,74 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6 440 | −45,01 | 574 | −45,94 | ||||
2025-07-14 | 13F | Farmers Trust Co | 4 732 | −30,34 | 421 | −31,54 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 3 900 | −15,97 | 347 | −17,38 | ||||
2025-08-14 | 13F | Hudson Bay Capital Management LP | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Clark Asset Management, LLC | 4 672 | −13,96 | 416 | −15,27 | ||||
2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-06 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Natixis | 5 641 | −5,21 | 502 | −6,52 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 162 | −5,64 | 371 | −7,27 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 467 | −0,14 | 309 | −1,91 | ||||
2025-08-08 | 13F | Financial Life Planners | 4 734 | −17,97 | 422 | −19,35 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 191 329 | −11,25 | 17 040 | −12,71 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 382 | −20,42 | 34 | −20,93 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 4 022 | −4,94 | 358 | −6,53 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 13 654 | −26,54 | 1 216 | −27,71 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 5 | −28,57 | 0 | |||||
2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12 620 | −26,03 | 1 139 | −26,23 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14 065 | −34,40 | 1 253 | −35,50 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 2 827 | −0,91 | 0 | |||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 7 443 | −6,11 | 663 | −7,67 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 32 726 | −38,57 | 2 915 | −38,59 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 22 666 | −0,05 | 2 019 | −1,70 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 63 962 | −22,41 | 5 696 | −23,68 | ||||
2025-08-12 | 13F | Bokf, Na | 101 994 | −0,22 | 9 084 | −1,85 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20 462 | −1,62 | 1 822 | −3,24 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 23 928 | −6,30 | 2 131 | −7,83 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 550 | −34,95 | 851 | −36,04 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 132 000 | −7,61 | 11 756 | −9,12 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 223 781 | −14,50 | 19 972 | −15,72 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2 490 | −27,76 | 222 | −29,17 | ||||
2025-08-06 | 13F | Washington Trust Bank | 12 388 | −1,59 | 1 103 | −3,16 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3 455 | −8,62 | 308 | −10,23 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29 053 | −6,72 | 2 587 | 1,33 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 8 372 | −10,10 | 746 | −11,63 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 16 857 | −4,93 | 1 501 | −6,48 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 112 638 | −25,59 | 10 032 | −26,80 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10 765 | −1,32 | 959 | −2,94 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 1 174 363 | −2,23 | 104 589 | −3,83 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 923 | −43,13 | 7 652 | −44,06 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 12 358 | −4,41 | 1 101 | −5,98 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A | 32 400 | −22,49 | 2 886 | −23,76 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 175 828 | −0,27 | 15 659 | −1,90 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 4 403 | −1,94 | 392 | −3,45 | ||||
2025-07-23 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 788 | −3,51 | 426 | −5,12 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 3 394 | −14,05 | 302 | −15,41 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 71 846 | −26,79 | 6 399 | −27,99 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 2 661 | −6,86 | 237 | −8,53 | ||||
2025-05-15 | 13F | Prelude Capital Management, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-15 | 13F | Keel Point, LLC | 30 862 | −2,25 | 2 749 | −3,85 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 3 632 | −0,85 | 323 | −2,42 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Park National Corp /oh/ | 57 741 | −5,97 | 5 142 | −7,50 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 796 | −1,73 | 72 | −2,74 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 15 355 | −2,67 | 1 368 | −4,27 | ||||
2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 8 882 | −27,23 | 791 | −28,42 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 123 | −29,71 | 11 | −26,67 | ||||
2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Lam Group, Inc. | 4 260 | −0,93 | 379 | −2,57 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 046 098 | −67,84 | 93 165 | −68,36 | ||||
2025-08-14 | 13F | Select Asset Management & Trust | 3 143 | −37,18 | 0 | |||||
2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 7 510 | −35,78 | 669 | −36,86 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 939 | −6,17 | 707 | −7,70 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 31 097 | −3,09 | 2 770 | −4,68 | ||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 6 074 | −32,16 | 541 | −33,33 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 16 000 | −60,00 | 1 | −66,67 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 369 145 | −9,81 | 32 876 | −11,29 | ||||
2025-08-08 | 13F | Hudock, Inc. | 8 823 | −2,08 | 786 | −3,68 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 35 993 | −1,50 | 3 | 0,00 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 267 431 | −60,65 | 23 817 | −61,30 | ||||
2025-04-11 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 38 798 | −0,14 | 3 455 | −1,76 | ||||
2025-08-11 | 13F | Greenland Capital Management LP | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | City Center Advisors, LLC | 6 096 | −2,09 | 543 | −3,73 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 3 943 457 | −16,03 | 351 204 | −17,40 | ||||
2025-08-01 | 13F | First National Trust Co | 4 218 | −0,05 | 376 | −1,83 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 7 340 | −1,75 | 1 | |||||
2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2 284 | −0,26 | 203 | −1,93 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 22 177 | −47,78 | 1 975 | −48,62 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 16 250 | −1,23 | 1 447 | −2,82 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 955 | −22,44 | 530 | −23,74 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 6 148 | −86,38 | 548 | −86,62 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 4 150 | −13,27 | 370 | −14,78 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 131 564 | −3,61 | 11 717 | −5,19 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 59 754 | −5,93 | 5 322 | −7,48 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 15 300 | −1,29 | 1 363 | −2,92 | |||
2025-07-09 | 13F | Baron Financial Group, LLC | 58 615 | −0,37 | 5 220 | −1,99 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 084 | −7,50 | 275 | −8,97 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 8 087 | −0,79 | 720 | −2,31 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 15 000 | −0,66 | 1 336 | −2,34 | |||
2025-07-21 | 13F | Hilltop National Bank | 1 862 | −0,75 | 166 | −1,20 | ||||
2025-04-29 | 13F | Capital Advisors Inc/ok | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 4 670 | −9,71 | 417 | −7,13 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 104 066 | −2,19 | 9 268 | −3,79 | ||||
2025-04-15 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 856 | −19,75 | 254 | −21,12 | ||||
2025-08-12 | 13F | Heritage Trust Co | 6 150 | −3,62 | 548 | −5,20 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 5 798 | −3,56 | 516 | −5,15 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 16 991 | −38,59 | 1 513 | −39,60 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 852 | −9,65 | 75 | −9,64 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 088 | −8,93 | 542 | −10,41 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 9 764 | −6,31 | 870 | −7,85 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45 336 | −10,25 | 4 039 | −11,68 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 4 737 | −14,29 | 422 | −15,80 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 142 690 | −14,41 | 13 | −20,00 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4 476 | −12,94 | 399 | −14,41 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 868 | −2,14 | 77 | −3,75 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 14 441 | −64,26 | 1 286 | −64,84 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 174 363 | −2,23 | 104 589 | −3,83 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 350 | −32,50 | 120 | −33,70 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Independence Asset Advisors, LLC | 30 549 | −3,15 | 2 721 | −4,73 | ||||
2025-08-12 | 13F | Ade, Llc | 2 836 | −0,25 | 253 | −1,95 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 341 | −1,27 | 298 | −2,94 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 244 | −14,69 | 22 | −16,00 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 20 241 | −0,18 | 1 803 | −1,80 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 219 | −2,67 | 20 | −5,00 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 900 | −26,10 | 1 149 | −27,34 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Gamco Investors, Inc. Et Al | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 313 | −3,24 | 295 | −5,16 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Callan Capital, LLC | 18 716 | −3,48 | 1 695 | −1,91 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 7 400 | −0,56 | 659 | −2,08 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Walleye Trading LLC | Call | 31 900 | −43,44 | 2 841 | −44,36 | |||
2025-07-24 | 13F | Moseley Investment Management Inc | 2 832 | −27,96 | 252 | −29,01 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 5 687 | −9,31 | 506 | −10,76 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 17 915 | −9,68 | 2 | 0,00 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 8 224 | −14,16 | 732 | −15,57 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 557 | −34,37 | 406 | −35,51 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 2 886 | −2,70 | 257 | −4,10 | ||||
2025-05-06 | 13F | KDK Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | FIDELIS iM, LLC | 81 939 | −0,74 | 7 298 | 104 142,86 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 76 588 | −0,79 | 6 821 | −2,42 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 7 319 | −96,12 | 652 | −96,19 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 243 | −2,41 | 22 | −4,55 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 7 297 | −0,80 | 650 | −2,55 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 117 | −87,55 | 10 | −88,24 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 39 315 | −14,20 | 3 501 | −15,60 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 419 | −7,71 | 37 | −9,76 | ||||
2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 88 120 | −0,46 | 7 848 | −2,08 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 602 | −8,72 | 143 | −10,13 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 8 805 | −8,07 | 784 | −9,57 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 067 | −4,72 | 273 | −6,19 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 64 069 | −0,16 | 5 706 | −1,79 | ||||
2025-08-12 | 13F | MAI Capital Management | 184 166 | −0,55 | 16 402 | −2,18 | ||||
2025-08-14 | 13F | Man Group plc | 27 640 | −81,93 | 2 462 | −82,22 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 658 175 | −12,99 | 58 730 | −14,25 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 6 170 | −5,70 | 550 | −7,26 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 12 398 | −26,18 | 1 104 | −27,37 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 8 176 | −5,95 | 728 | −7,50 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 632 | −98,56 | 56 | −98,59 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 2 936 | −2,56 | 262 | −4,04 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 38 273 | −0,06 | 3 409 | −1,70 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hurley Capital, LLC | 914 | −29,69 | 81 | −30,77 | ||||
2025-07-16 | 13F | Rebalance, Llc | 568 828 | −33,05 | 50 660 | −34,15 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 9 397 | −4,53 | 837 | −6,17 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 31 555 | −0,36 | 2 811 | −1,95 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 16 260 | −0,96 | 1 448 | −2,56 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 788 | −2,55 | 1 050 | −4,20 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 968 | −0,20 | 442 | −1,78 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 7 485 | −4,47 | 667 | −6,06 | ||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 9 765 | −0,54 | 877 | 1,04 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 8 401 | −6,07 | 748 | −7,54 | ||||
2025-07-10 | 13F | Trust Point Inc. | 2 554 | −1,05 | 227 | −2,58 | ||||
2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sharper & Granite LLC | 20 953 | −9,29 | 1 884 | −9,90 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 113 | −17,33 | 1 257 | −18,71 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 4 893 | −26,81 | 436 | −28,10 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 880 | −50,22 | 256 | −51,05 | ||||
2025-04-16 | 13F | Howard Capital Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 37 487 | −14,42 | 3 339 | −15,83 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 21 990 | −3,79 | 1 958 | −5,36 | ||||
2025-04-16 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 344 | −29,16 | 476 | −30,45 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 14 740 | −11,05 | 1 314 | −8,76 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 25 012 | −11,78 | 2 | 0,00 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 17 278 | −1,97 | 1 539 | −3,57 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 5 577 | −0,64 | 497 | −2,36 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 4 693 | −1,05 | 418 | −2,80 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 12 211 | −3,23 | 1 088 | −4,82 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 434 | −7,86 | 39 | −9,52 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 5 448 | −1,38 | 485 | −3,00 | ||||
2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Asset Management Group, Inc. | 39 525 | −0,06 | 3 520 | −1,68 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 131 720 | −3,11 | 11 765 | −7,83 | ||||
2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | TCP Asset Management, LLC | 2 577 | −10,12 | 229 | −11,58 | ||||
2025-07-11 | 13F | First PREMIER Bank | 22 907 | −0,62 | 2 | 0,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19 503 | −0,75 | 1 737 | −2,42 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 135 044 | −1,73 | 12 027 | −3,34 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 450 | −2,92 | 1 287 | −4,53 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 795 | −7,02 | 71 | −9,09 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 548 | −25,77 | 850 | −26,98 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 101 000 | −36,20 | 8 995 | −37,24 | |||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 350 706 | −4,11 | 387 474 | −5,68 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 136 800 | −32,71 | 12 183 | −33,81 | |||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 4 034 | −33,64 | 359 | −34,73 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 153 196 | −1,76 | 13 644 | −3,36 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 26 029 | −5,28 | 2 | 0,00 | ||||
2025-08-12 | 13F | Associated Banc-corp | 91 002 | −27,11 | 8 105 | −28,30 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 999 | −5,96 | 267 | −7,29 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99 382 | −5,75 | 8 851 | −7,30 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 799 | −0,36 | 249 | −1,97 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19 648 | −3,06 | 1 750 | −4,69 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 139 346 | −14,24 | 12 410 | −15,64 | ||||
2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Mcdaniel Terry & Co | 3 467 | −33,06 | 309 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 89 315 | −17,20 | 7 954 | −18,55 | ||||
2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 9 583 | −13,13 | 853 | −14,53 | ||||
2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 1 086 | −46,69 | 97 | −47,83 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 117 904 | −1,97 | 10 501 | −3,58 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 36 628 | −8,49 | 3 262 | −9,96 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 6 160 | −1,99 | 549 | −3,69 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 12 831 | −4,65 | 1 143 | −6,24 | ||||
2025-07-31 | 13F | Auour Investments LLC | 2 463 | −5,12 | 219 | −4,37 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 440 | −1,53 | 217 | −3,12 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 583 837 | −60,17 | 51 997 | −60,82 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 5 313 | −13,83 | 473 | −15,23 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 17 596 | −7,77 | 1 565 | −6,79 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Disciplined Investments, LLC | 47 121 | −0,24 | 4 197 | −1,87 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 36 218 | −1,90 | 3 226 | −3,50 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 2 555 | −18,37 | 228 | −19,79 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 38 550 | −1,91 | 3 433 | −3,51 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Logan Stone Capital, LLC | 34 135 | −52,97 | 3 040 | −53,74 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 1 248 | −5,17 | 111 | −6,72 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12 825 | −2,35 | 1 142 | −3,95 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 11 941 | −3,16 | 1 063 | −4,75 | ||||
2025-04-10 | 13F | Gilman Hill Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 63 360 | −0,16 | 5 643 | −1,79 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 3 870 | −17,59 | 345 | −19,06 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 12 487 | −5,03 | 1 121 | 6,77 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 25 837 | −6,61 | 2 301 | −8,11 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 18 879 | −7,40 | 1 681 | −8,89 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sara-Bay Financial | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23 213 | −0,21 | 2 067 | −1,85 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 63 229 | −4,14 | 5 631 | −5,71 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 156 803 | −3,99 | 13 965 | −5,60 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 4 898 | −4,84 | 436 | −6,44 | ||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 6 270 | −19,19 | 558 | −20,51 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 3 037 | −0,88 | 270 | −2,53 | ||||
2025-05-13 | 13F | Umpqua Bank | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25 856 | −0,76 | 2 303 | −2,37 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 238 500 | −10,74 | 21 241 | −12,20 | |||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 019 | −5,49 | 1 903 | −3,94 | ||||
2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 4 437 | −0,72 | 395 | −2,23 | ||||
2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 12 895 | −1,40 | 1 152 | −6,27 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 3 877 | −38,71 | 345 | −39,69 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 95 278 | −13,62 | 8 485 | −15,03 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 5 611 | −1,41 | 500 | −3,11 | ||||
2025-07-10 | 13F | Rockland Trust Co | 21 928 | −14,68 | 1 953 | −16,12 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 293 565 | −7,15 | 26 427 | −7,69 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 7 871 | −0,42 | 701 | −2,10 | ||||
2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 109 117 | −0,85 | 9 718 | −2,47 | ||||
2025-04-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 19 989 | −76,87 | 1 877 | −77,88 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 446 208 | −3,44 | 39 739 | −5,01 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | −28,57 | 0 | |||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 11 538 | −4,33 | 1 028 | −5,87 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 96 969 | −2,49 | 8 636 | −4,08 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 4 444 | −6,13 | 396 | −7,71 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 510 | −17,76 | 1 559 | −19,10 | ||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 99 347 | −0,28 | 8 874 | −5,15 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 2 103 | −6,03 | 187 | −7,43 | ||||
2025-05-07 | 13F | Accretive Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 364 | −4,88 | 121 | −9,70 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 244 610 | −2,46 | 21 785 | −4,05 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 11 644 | −31,92 | 1 037 | −33,01 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 14 437 | −19,12 | 1 286 | −20,48 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 145 | −12,36 | 1 171 | −13,78 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 41 865 | −5,61 | 3 729 | −7,15 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 22 963 | −3,39 | 2 045 | −4,97 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 23 771 | −5,07 | 2 117 | −6,62 | ||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 732 489 | −1,32 | 65 235 | −2,94 | ||||
2025-07-11 | 13F | Diversified Trust Co | 2 539 | −31,49 | 226 | −32,54 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 11 032 | −62,65 | 982 | −63,28 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 26 700 | −1,11 | 2 378 | −2,74 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 054 | −12,93 | 361 | −14,25 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 2 557 | −0,58 | 228 | −2,16 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 541 | −5,57 | 0 | −100,00 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 967 | −2,63 | 264 | −4,00 | ||||
2025-07-23 | 13F | First Financial Group Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 909 | −8,88 | 348 | −10,31 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 19 548 | −0,94 | 1 741 | −2,58 | ||||
2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 45 504 | −4,22 | 4 053 | −5,79 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 795 | −4,71 | 249 | −6,04 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 6 619 | −13,13 | 589 | −14,51 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 80 | −77,08 | 7 | −75,86 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 940 | −11,04 | 262 | −12,71 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 16 085 | −1,81 | 1 433 | −3,44 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2 207 | −2,39 | 197 | −3,92 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 66 235 | −0,85 | 5 899 | −2,48 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12 992 | −0,44 | 1 157 | −2,03 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 2 729 | −2,08 | 243 | −3,57 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 208 803 | −4,96 | 107 656 | −6,52 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 15 587 | −97,48 | 1 388 | −97,52 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 10 178 006 | −5,14 | 906 453 | −6,69 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 19 130 | −0,04 | 1 704 | −1,67 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 3 643 | −0,25 | 330 | 1,23 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 5 653 | −29,20 | 499 | −30,89 | ||||
2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 17 345 | −0,09 | 1 549 | −4,97 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 770 | −37,02 | 514 | −37,13 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 183 | −0,63 | 729 | −2,28 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 5 414 | −64,93 | 482 | −65,50 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 2 548 | −1,16 | 227 | −3,00 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 3 359 | −6,90 | 299 | −8,28 | ||||
2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Financial Perspectives, Inc | 9 222 | −2,98 | 821 | −4,53 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 8 390 | −6,69 | 754 | 5,16 | ||||
2025-07-16 | 13F | American National Bank | 3 774 | −3,03 | 336 | −4,55 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 583 | −2,67 | 52 | −5,56 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 642 | −37,67 | 57 | −38,71 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 16 999 | −16,00 | 1 514 | −17,41 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 12 695 | −0,79 | 1 131 | −2,42 | ||||
2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 323 666 | −2,76 | 28 826 | −4,35 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 19 712 | −5,94 | 1 785 | −4,39 | ||||
2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 087 | −0,46 | 97 | −2,04 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 76 381 | −1,08 | 6 803 | −2,69 | ||||
2025-07-24 | 13F | Conning Inc. | 40 350 | −1,45 | 3 594 | −3,08 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 55 284 | −23,20 | 4 924 | −24,46 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 5 140 | −0,66 | 458 | −2,35 | ||||
2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 4 699 | −0,25 | 419 | −1,88 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Regions Financial Corp | 22 411 | −6,45 | 1 996 | −8,02 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 126 729 | −8,10 | 11 286 | −9,60 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 35 023 | −33,05 | 3 119 | −34,14 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 604 725 | −29,99 | 53 857 | −31,13 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 20 104 | −20,41 | 1 790 | −21,73 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 510 | −34,69 | 134 | −34,63 | ||||
2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 58 903 | −5,63 | 5 246 | −7,18 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 8 037 129 | −7,36 | 715 787 | −8,88 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 66 805 | −1,95 | 5 950 | −3,55 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Macquarie Group Ltd | 24 675 | −39,88 | 2 198 | −40,86 | ||||
2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 23 607 | −3,19 | 2 102 | −4,76 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 4 990 | −0,04 | 444 | −1,55 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 67 538 | −1,97 | 6 015 | −3,58 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 569 | −2,67 | 763 | −4,27 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 27 570 | −57,25 | 2 | −60,00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 19 223 | −0,59 | 1 712 | −2,17 | ||||
2025-05-28 | NP | SNAV - Mohr Sector Navigator ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 12 956 | −17,58 | 1 154 | −18,97 | ||||
2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 6 707 | −13,25 | 597 | −14,59 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8 253 | −28,79 | 747 | −28,65 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 18 100 | −12,88 | 1 612 | −14,31 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 9 458 | −7,23 | 842 | −8,78 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 56 355 | −1,72 | 5 019 | −3,33 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 15 937 | −10,80 | 1 419 | −12,30 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Haverford Trust Co | 17 721 | −0,28 | 1 578 | −1,87 | ||||
2025-07-02 | 13F | Marotta Asset Management | 49 402 | −8,93 | 4 400 | −16,75 | ||||
2025-08-06 | 13F | ROI Financial Advisors, LLC | 4 718 | −8,17 | 420 | −9,68 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 5 340 | −39,28 | 476 | −40,33 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 2 406 | −1,15 | 214 | −2,73 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 6 250 | −0,40 | 557 | −2,11 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 28 046 | −4,57 | 2 | 0,00 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2 796 | −1,72 | 249 | −3,11 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5 455 | −10,37 | 486 | −11,98 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 45 503 | −1,12 | 4 052 | −2,74 | ||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3 438 | −3,75 | 306 | −5,26 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5 596 | −42,22 | 498 | −43,15 | ||||
2025-08-14 | 13F | Gillson Capital LP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 277 300 | −1,63 | 24 696 | −3,24 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 357 800 | −24,88 | 31 866 | −26,11 | |||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 34 | −77,03 | 3 | −76,92 | ||||
2025-07-09 | 13F | Kearns & Associates LLC | 5 013 | −1,26 | 446 | −2,83 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 25 838 | −4,64 | 2 301 | −6,20 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 481 748 | −1,60 | 43 299 | −2,32 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 16 225 | −9,23 | 1 445 | −10,75 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 155 335 | −16,30 | 13 834 | −17,66 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 984 | −54,37 | 1 067 | −54,81 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Parker Financial LLC | 3 736 | −9,89 | 333 | −11,47 | ||||
2025-08-06 | 13F | Drystone LLC | 83 235 | −0,48 | 7 413 | −2,11 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 96 038 | −6,46 | 8 638 | −4,42 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Bangor Savings Bank | 9 931 | −9,50 | 884 | −10,98 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 13 642 | −0,81 | 1 251 | 0,48 | ||||
2025-07-23 | 13F | First Merchants Corp | 17 041 | −16,62 | 1 518 | −18,00 | ||||
2025-07-29 | 13F | United Bank | 48 454 | −27,84 | 4 315 | −29,02 | ||||
2025-07-15 | 13F | Kwmg, Llc | 325 786 | −6,45 | 29 014 | −7,98 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 249 157 | −14,22 | 22 | −15,38 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 5 129 | −4,95 | 457 | −6,56 | ||||
2025-05-07 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 15 128 | −0,14 | 1 347 | −1,75 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 455 | −0,04 | 219 | −3,54 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 134 640 | −9,75 | 11 991 | −11,22 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 22 459 | −47,78 | 2 000 | −48,63 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 4 877 | −78,15 | 434 | −78,51 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 267 394 | −1,33 | 112 874 | −2,94 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Camden Capital, LLC | 7 147 | −0,74 | 636 | −2,30 | ||||
2025-07-15 | 13F | Bfsg, Llc | 6 677 | −5,45 | 595 | −7,04 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 020 | −8,57 | 269 | −8,84 | ||||
2025-04-09 | 13F | Affiance Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 20 665 | −1,63 | 1 840 | −3,26 | ||||
2025-08-14 | 13F | VPR Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 73 793 | −20,76 | 6 572 | −22,05 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 8 156 | −0,55 | 726 | 1,26 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71 356 | −7,68 | 6 568 | −4,44 | ||||
2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 600 | −75,34 | 321 | −75,78 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 33 458 | −12,61 | 2 980 | −14,05 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 108 257 | −3,42 | 9 641 | −5,00 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Clear Investment Research, Llc | 53 | −98,99 | 475 | 0,00 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 16 222 | −3,47 | 1 445 | −5,06 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 905 | −2,91 | 704 | −4,48 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 67 360 | −12,57 | 6 | −16,67 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 447 | −99,62 | 40 | 290,00 | ||||
2025-07-17 | 13F | XML Financial, LLC | 4 193 | −1,18 | 373 | −2,86 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 122 | −66,14 | 278 | −66,67 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 3 202 | −6,15 | 285 | −7,47 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 120 057 | −1,43 | 10 692 | −3,04 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 79 843 | −23,42 | 7 122 | −24,57 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Northeast Investment Management | 4 781 | −0,35 | 426 | −2,07 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9 333 | −10,22 | 831 | −11,69 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 24 339 | −23,16 | 2 168 | −24,42 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 7 026 | −6,79 | 626 | −8,36 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 53 963 | −4,68 | 4 806 | −6,24 | ||||
2025-08-04 | 13F | One Day In July LLC | 60 519 | −27,69 | 5 390 | −28,88 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65 145 | −11,86 | 5 802 | −13,31 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19 368 | −15,53 | 1 725 | −16,92 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 664 | −3,62 | 593 | −5,12 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 2 515 | −17,54 | 224 | −19,20 | ||||
2025-07-08 | 13F | First International Bank & Trust | 10 687 | −4,47 | 952 | −6,03 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 109 643 | −1,66 | 9 765 | −3,27 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 494 688 | −4,53 | 44 057 | −6,09 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 425 913 | −4,59 | 38 | −7,50 | ||||
2025-08-12 | 13F | Cowa, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | River Street Advisors LLC | 48 283 | −15,02 | 4 300 | −16,39 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 8 589 | −0,82 | 765 | −2,55 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 73 307 | −11,67 | 6 529 | −13,12 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 17 000 | −15,00 | 1 514 | −16,35 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 512 | −5,14 | 135 | −6,94 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | South Plains Financial, Inc. | 18 696 | −2,71 | 1 665 | −4,26 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 54 733 | −8,77 | 4 879 | −10,18 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 864 | −22,19 | 526 | −23,02 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 73 248 | −1,90 | 6 524 | −3,51 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 3 240 | −22,65 | 289 | −24,01 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3 178 | −2,49 | 285 | −3,72 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 12 453 | −8,35 | 1 109 | −9,84 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 5 162 | −0,23 | 460 | −1,92 | ||||
2025-05-15 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 11 600 | −18,50 | 1 033 | −19,80 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 329 | −74,44 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 231 | −35,65 | 21 | −37,50 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 6 474 | −8,49 | 577 | −10,00 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 3 065 | −1,76 | 273 | −3,55 | ||||
2025-08-15 | 13F | Morgan Stanley | 9 713 083 | −18,83 | 865 047 | −20,16 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 1 986 264 | −1,07 | 176 895 | −2,68 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 138 725 | −46,09 | 12 355 | −46,98 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 43 385 | −26,70 | 3 864 | −27,90 | ||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 23 458 | −7,76 | 2 089 | −9,25 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 4 516 | −10,02 | 409 | −9,91 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Elm Partners Management LLC | 62 123 | −28,16 | 5 533 | −29,34 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 90 244 | −3,35 | 8 037 | −4,92 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 26 684 | −4,11 | 2 377 | −5,68 | ||||
2025-07-09 | 13F | Beacon Financial Group | 2 264 | −13,39 | 202 | −14,83 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 23 054 | −3,56 | 2 053 | −5,13 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 8 823 | −2,14 | 786 | −3,80 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 22 062 | −28,33 | 1 965 | −29,50 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 134 073 | −16,05 | 11 941 | −17,42 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 389 | −4,43 | 300 | −4,17 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 8 076 | −55,33 | 719 | −56,05 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fiduciary Trust Co | 67 931 | −6,37 | 6 050 | −7,90 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 5 219 | −9,36 | 465 | −10,94 | ||||
2025-05-05 | 13F | Blue Bell Private Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 2 952 | −0,30 | 263 | −2,24 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 392 598 | −4,12 | 34 965 | −5,68 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 9 842 | −20,60 | 877 | −21,93 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 17 297 | −67,37 | 1 540 | −67,91 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 78 | −39,06 | 7 | −45,45 | ||||
2025-08-08 | 13F | Creative Planning | 13 676 143 | −3,77 | 1 217 997 | −5,34 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 43 756 | −0,71 | 3 897 | −2,33 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 62 187 | −3,35 | 5 538 | −4,93 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
2025-04-03 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 202 768 | −1,53 | 18 059 | −3,14 | ||||
2025-07-14 | 13F | Abound Wealth Management | 40 702 | −8,53 | 3 625 | −10,03 | ||||
2025-05-02 | 13F/A | Voya Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Finward Bancorp | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 637 | −18,27 | 146 | −19,89 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 444 | −8,39 | 396 | −2,47 | ||||
2025-08-04 | 13F | Balentine LLC | 7 341 | −24,09 | 654 | −25,37 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 21 657 | −31,47 | 1 929 | −32,61 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4 239 | −11,36 | 378 | −12,73 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 9 759 | −2,59 | 869 | −4,08 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 584 | −89,32 | 52 | −89,68 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 16 939 | −0,36 | 1 509 | −2,01 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 142 740 | −1,54 | 12 712 | −3,15 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 50 231 | −5,97 | 4 474 | −7,51 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 987 | −1,05 | 1 157 | −2,69 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 87 350 | −1,77 | 7 779 | −3,37 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 499 595 | −2,08 | 44 819 | −2,98 | ||||
2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 1 013 | −6,12 | 90 | −7,22 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 74 398 | −3,65 | 6 626 | −5,24 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 3 425 | −7,86 | 305 | −9,23 | ||||
2025-07-10 | 13F | Community Trust & Investment Co | 250 429 | −0,11 | 22 303 | −1,74 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 22 901 | −0,69 | 2 | 0,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 310 | −8,28 | 28 | −10,00 | ||||
2025-07-30 | 13F | First Interstate Bank | 4 893 | −12,81 | 436 | −14,37 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 2 363 | −19,54 | 210 | −20,75 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 13 889 | −1,41 | 1 237 | −3,06 | ||||
2025-05-15 | 13F | Benchmark Investment Advisors LLC | 10 824 | −5,14 | 980 | −3,64 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 23 482 | −0,18 | 2 091 | −1,78 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 6 303 | −0,80 | 561 | −2,43 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 16 724 | −0,86 | 1 489 | −2,49 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 2 332 | −96,45 | 208 | −96,52 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5 000 | −33,33 | 445 | −34,46 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 11 143 | −12,90 | 992 | −14,34 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 13 505 | −2,17 | 1 203 | −3,76 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 26 109 | −40,10 | 2 325 | −41,08 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 5 648 | −1,05 | 503 | −2,71 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 74 500 | −14,27 | 6 635 | −15,67 | |||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 195 424 | −27,17 | 17 405 | −28,36 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 124 500 | −25,89 | 11 088 | −27,11 | |||
2025-08-01 | 13F | Gwn Securities Inc. | 7 668 | −86,63 | 683 | −86,42 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 5 337 | −0,73 | 475 | −2,26 | ||||
2025-08-06 | 13F | Simmons Bank | 19 489 | −0,81 | 1 736 | −2,47 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
2025-04-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 2 099 | −74,94 | 197 | −76,03 | ||||
2025-04-30 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 798 | −1,90 | 3 455 | −3,49 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 143 056 | −6,40 | 12 741 | −7,93 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7 510 | −0,81 | 1 | |||||
2025-08-08 | 13F | Petix & Botte Co | 30 218 | −6,18 | 2 691 | −7,72 | ||||
2025-08-13 | 13F | Invesco Ltd. | 10 740 | −16,28 | 957 | −17,66 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 17 008 | −15,39 | 1 515 | −16,81 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 3 478 | −15,93 | 310 | −17,38 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 709 | −20,11 | 687 | −21,42 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5 493 | −54,18 | 489 | −54,93 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 239 | −15,25 | 110 | −16,67 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 36 318 | −6,92 | 3 234 | −8,44 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 27 943 | −3,94 | 2 489 | −5,51 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 153 422 | −1,70 | 13 664 | −3,31 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 2 518 | −26,07 | 224 | −27,27 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 16 462 | −2,44 | 1 466 | −3,99 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 67 553 | −1,68 | 6 016 | −3,28 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 102 412 | −12,77 | 9 121 | −14,21 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 7 877 | −12,49 | 701 | −13,88 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 9 882 | −13,96 | 880 | −15,38 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 11 690 | −3,02 | 1 041 | −4,67 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12 507 | −2,30 | 1 114 | −3,97 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2 929 | −1,84 | 261 | 0,78 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 0 | −100,00 | 0 | |||||
2025-04-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 197 | −76,46 | 18 | −78,05 | ||||
2025-08-12 | 13F | Country Trust Bank | 76 295 | −0,65 | 6 795 | −2,27 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 13 | −98,88 | 1 | −99,05 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 084 | −5,68 | 453 | −7,38 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 28 859 | −27,69 | 2 570 | −28,87 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13 270 | −28,82 | 1 182 | −28,86 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8 109 | −1,82 | 722 | −3,35 | ||||
2025-07-09 | 13F | Exchange Bank | 4 300 | −12,01 | 383 | −13,57 | ||||
2025-04-25 | 13F | J.Safra Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fidato Wealth LLC | 8 152 | −0,68 | 726 | −2,29 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 2 543 | −99,14 | 226 | −99,16 | ||||
2025-07-16 | 13F | Tenret Co LLC | 2 695 | −42,78 | 240 | −43,66 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 507 095 | −4,72 | 45 162 | −6,28 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 10 826 | −31,03 | 966 | −32,09 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 4 939 | −1,28 | 440 | −2,88 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 37 013 | −1,13 | 3 296 | −2,74 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 305 | −8,41 | 27 | −10,00 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Riverview Trust Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 7 088 | −26,40 | 631 | −27,64 | ||||
2025-07-25 | 13F | Cypress Capital Group | 2 661 | −6,37 | 237 | −8,17 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Foundation Advisors | 36 573 | −7,59 | 3 257 | −9,10 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 40 244 | −2,46 | 3 584 | −4,04 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 636 | −99,48 | 0 | −100,00 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 1 428 | −6,05 | 127 | −7,30 | ||||
2025-06-03 | 13F | Invst, LLC | 19 730 | −81,91 | 1 786 | −81,62 | ||||
2025-05-15 | 13F | Marshall Wace, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-07 | 13F | Trust Co Of Oklahoma | 5 000 | −16,78 | 445 | −18,05 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2 447 | −8,35 | 218 | −9,96 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 462 | −27,13 | 41 | −28,07 | ||||
2025-08-14 | 13F | Fmr Llc | 263 403 | −12,83 | 23 459 | −14,26 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 25 | −99,79 | 2 | −99,82 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 8 047 | −0,89 | 717 | −2,59 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 116 842 | −17,35 | 10 406 | −18,70 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 355 | −11,47 | 31 | −13,89 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 930 | −20,29 | 439 | −21,47 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 2 626 | −4,79 | 238 | −3,27 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 228 426 | −17,02 | 20 344 | −18,38 | ||||
2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 670 | −1,77 | 861 | −3,37 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 478 | −35,92 | 43 | −37,31 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 192 | −4,67 | 1 531 | −6,19 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mount Lucas Management LP | 7 949 | −45,74 | 708 | −46,68 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 69 597 | −6,34 | 6 198 | −7,88 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 21 834 | −0,79 | 1 944 | −2,41 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 9 660 | −13,78 | 860 | −15,19 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 574 | −47,07 | 407 | −47,95 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 19 713 | −39,55 | 1 756 | −40,55 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 296 | −4,63 | 561 | −6,20 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17 171 | −5,20 | 1 529 | −6,71 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 21 257 | −5,44 | 1 914 | −6,00 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 165 852 | −0,76 | 14 771 | −2,39 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 12 973 | −2,13 | 1 155 | −3,27 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 72 336 | −0,21 | 6 442 | −1,83 | ||||
2025-05-07 | 13F | Anson Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 344 | −31,71 | 298 | −32,96 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 3 087 | −57,53 | 275 | −58,36 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 5 087 | −1,76 | 453 | −3,21 | ||||
2025-04-18 | 13F | Cushing Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 3 790 | −2,60 | 0 | |||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 7 423 | −14,03 | 661 | −15,36 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 122 957 | −0,63 | 10 951 | −2,26 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 811 | −19,75 | 250 | −20,38 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10 103 | −2,70 | 900 | −4,36 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 054 | −13,85 | 272 | −15,31 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 65 523 | −0,90 | 5 836 | −2,52 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 8 723 | −1,64 | 777 | −3,24 | ||||
2025-07-11 | 13F | CMH Wealth Management LLC | 47 240 | −4,61 | 4 207 | −6,16 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8 685 | −13,18 | 773 | −14,59 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 19 065 | −1,25 | 1 698 | −2,86 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 7 925 | −3,09 | 701 | −5,27 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 10 889 | −11,27 | 970 | −12,78 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Iyo Bank, Ltd. | 99 733 | −33,33 | 8 882 | −34,43 | ||||
2025-07-17 | 13F | SWS Partners | 2 843 | −24,83 | 253 | −26,02 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 17 815 | −6,26 | 1 588 | −4,11 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4 108 | −1,44 | 366 | −3,18 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 10 237 | −63,94 | 913 | −64,49 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 7 755 | −1,30 | 691 | −2,95 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 30 295 | −10,98 | 2 698 | −12,43 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 15 839 | −10,76 | 1 411 | −12,20 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 9 666 | −1,30 | 861 | −2,93 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 486 | −15,00 | 310 | −16,44 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 15 | −90,38 | 1 | −92,86 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 26 542 | −20,16 | 2 364 | −21,50 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10 842 | −5,33 | 964 | 1,90 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 15 000 | −11,76 | 1 336 | −13,26 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 15 025 | −7,78 | 1 | 0,00 | ||||
2025-08-14 | 13F | Maven Securities LTD | 0 | −100,00 | 0 | |||||
2025-04-28 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 13 660 | −49,09 | 1 283 | −51,31 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 33 991 | −0,75 | 3 027 | −2,35 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ProVise Management Group, LLC | 3 993 | −10,99 | 356 | −12,56 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 31 180 | −1,38 | 2 777 | −3,00 | ||||
2025-07-23 | 13F | Maryland State Retirement & Pension System | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7 660 | −23,38 | 682 | −24,64 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 174 231 | −0,60 | 15 517 | −2,23 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 8 760 | −5,82 | 780 | −7,36 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 7 398 | −0,46 | 659 | −2,08 | ||||
2025-08-04 | 13F | Human Investing LLC | 53 050 | −1,44 | 4 725 | −3,06 | ||||
2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 680 300 | −19,50 | 60 588 | −20,82 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 6 239 | −3,47 | 556 | −5,13 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 37 | −68,64 | 3 | −70,00 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 32 296 | −0,02 | 2 876 | −1,64 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 11 381 | −4,87 | 1 014 | −6,46 | ||||
2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 201 578 | −5,62 | 17 953 | −7,17 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 98 796 | −0,86 | 8 799 | −2,48 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 50 156 | −1,73 | 4 467 | −3,35 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 38 092 | −7,22 | 3 392 | −8,74 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 6 178 | −10,14 | 550 | −11,58 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 6 259 | −16,09 | 557 | −17,48 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Abacus Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Viawealth, Llc | 9 383 | −8,68 | 836 | −10,22 | ||||
2025-08-14 | 13F | LM Advisors LLC | 40 976 | −4,29 | 4 | 0,00 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 117 969 | −0,56 | 10 506 | −2,19 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 9 761 | −36,46 | 869 | −37,48 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 3 250 | −2,26 | 289 | −3,99 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 4 338 | −0,30 | 386 | −1,78 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 3 688 | −82,36 | 1 862 | −1,59 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 73 738 | −0,86 | 6 567 | −2,47 | ||||
2025-08-13 | 13F | ARGI Investment Services, LLC | 70 269 | −25,08 | 6 258 | −26,30 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 38 000 | −9,37 | 3 384 | −10,85 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 3 812 | −2,80 | 339 | −4,51 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 27 674 | −7,22 | 2 465 | −8,74 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 12 519 | −7,28 | 1 | 0,00 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Financial Bankshares Inc | 209 468 | −32,02 | 18 655 | −33,13 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 6 693 | −33,28 | 596 | −34,36 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 48 104 | −1,16 | 4 284 | −2,77 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 18 729 | −3,03 | 1 668 | −4,58 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 10 223 | −0,43 | 910 | −2,05 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 704 | −0,12 | 152 | −1,95 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 20 561 | −1,76 | 1 831 | −3,38 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | GFS Advisors, LLC | 4 845 | −4,25 | 431 | −5,90 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | United Community Bank | 12 939 | −21,48 | 1 152 | −22,79 | ||||
2025-08-04 | 13F | Atria Investments Llc | 29 691 | −39,17 | 2 644 | −40,17 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 733 | −16,89 | 65 | −17,72 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 47 882 | −24,03 | 4 264 | −25,27 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 21 240 | −2,06 | 1 892 | −3,67 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 10 204 | −4,91 | 909 | −6,49 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 297 | −5,28 | 205 | −6,85 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 10 311 | −11,00 | 918 | −12,40 | ||||
2025-05-01 | 13F | Forum Private Client Group LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Axos Invest Inc. | 26 100 | −3,00 | 2 324 | −4,60 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 4 652 | −13,34 | 414 | −14,81 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 307 | −98,62 | 27 | −98,66 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 528 | −3,29 | 225 | −4,66 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Country Club Bank /gfn | 45 924 | −0,63 | 4 064 | −2,00 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 869 | −5,44 | 77 | −7,23 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 384 | −5,79 | 301 | −7,38 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 71 835 | −3,73 | 6 398 | −5,30 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Financial Services Advisory Inc | 9 443 | −1,30 | 841 | −3,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 116 987 | −55,57 | 10 429 | −56,25 | ||||
2025-05-08 | 13F | Wellington Shields Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Vestcor Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Ellevest, Inc. | 6 368 | −94,61 | 567 | −94,70 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 5 775 | −0,82 | 514 | −2,47 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 17 811 | −2,42 | 1 586 | −4,00 | ||||
2025-08-07 | 13F | Mayport, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 302 472 | −14,43 | 205 048 | −15,84 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 3 897 | −40,93 | 347 | −41,88 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 3 332 | −5,53 | 299 | −6,58 | ||||
2025-04-17 | 13F | Consilium Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | FC Advisory LLC | 116 358 | −0,24 | 10 363 | −1,87 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 887 317 | −0,80 | 80 338 | 0,83 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 11 103 | −2,12 | 989 | −3,80 | ||||
2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3 076 | −3,36 | 274 | −5,21 | ||||
2025-05-15 | 13F | Colony Capital, Inc. | Put | 0 | −100,00 | 0 | ||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 4 923 | −65,53 | 438 | −66,13 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 6 523 | −7,57 | 581 | −9,09 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 146 928 | −22,08 | 13 085 | −23,35 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 639 | −0,02 | 413 | −1,67 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 720 | −3,95 | 331 | −5,43 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 3 331 | −24,57 | 297 | −25,81 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 37 | −30,19 | 3 | −25,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165 396 | −1,45 | 14 730 | −3,05 | ||||
2025-08-29 | NP | HIDE - Alpha Architect High Inflation and Deflation ETF | 71 846 | −26,79 | 6 399 | −27,99 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 814 | −32,50 | 72 | −64,71 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avalon Trust Co | 3 950 | −12,73 | 352 | −14,18 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 20 699 | −8,91 | 1 843 | −10,40 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 21 164 | −2,66 | 1 885 | −4,27 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 406 | −34,94 | 36 | −35,71 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 174 363 | −2,23 | 104 589 | −3,83 | ||||
2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 2 868 | −74,79 | 260 | −75,82 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2 489 | −25,48 | 222 | −26,82 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 21 421 | −4,57 | 1 908 | −6,15 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 52 754 | −36,37 | 4 698 | −37,41 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Van Eck Associates Corp | 134 774 | −46,58 | 12 | −45,45 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 9 333 | −31,75 | 831 | −32,88 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 9 216 | −0,24 | 821 | −1,91 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 12 505 | −10,11 | 1 114 | −11,60 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 86 147 | −14,28 | 7 672 | −15,68 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 404 960 | −5,89 | 125 126 | −7,42 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 37 317 | −2,34 | 3 324 | −3,93 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 24 736 | −0,83 | 2 240 | 0,81 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 34 916 | −6,25 | 3 110 | −7,47 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 2 387 | −23,10 | 213 | −24,56 | ||||
2025-04-23 | 13F | Sava Infond d.o.o. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Kuhn & Co Investment Counsel | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 024 | −2,85 | 2 | −50,00 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 440 | −18,91 | 306 | −20,31 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 34 462 | −5,40 | 3 069 | −6,94 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 7 | −50,00 | 1 | −100,00 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 6 898 | −3,39 | 614 | −4,95 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 258 238 | −0,58 | 23 | −4,35 | ||||
2025-07-11 | 13F | Myecfo, Llc | 6 647 | −1,48 | 592 | −3,11 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 41 831 | −19,46 | 3 725 | −19,48 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 3 285 | −4,92 | 293 | −6,41 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 29 913 | −2,03 | 2 664 | −3,62 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 441 107 | −1,79 | 39 285 | −3,39 | ||||
2025-08-13 | 13F | M&t Bank Corp | 401 571 | −5,46 | 35 764 | −7,00 | ||||
2025-08-01 | 13F | Garland Capital Management Inc | 829 | −20,97 | 74 | −22,34 | ||||
2025-07-09 | 13F | Bay Rivers Group | 25 629 | −5,06 | 2 283 | −6,63 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 104 229 | −4,01 | 9 283 | −5,57 | ||||
2025-07-24 | 13F | Eastern Bank | 22 | −88,66 | 2 | −94,12 | ||||
2025-04-15 | 13F | Ironwood Financial, llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 45 727 | −22,18 | 4 072 | −23,46 | ||||
2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 541 | −29,30 | 226 | −30,46 | ||||
2025-08-07 | 13F | Commerce Bank | 158 312 | −4,68 | 14 099 | −6,24 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 4 631 | −37,44 | 416 | −38,06 | ||||
2025-08-18 | 13F | Ashford Capital Management Inc | 46 184 | −32,34 | 4 113 | −33,45 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 2 313 | −12,65 | 206 | −13,81 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 461 | −5,91 | 1 287 | −7,48 | ||||
2025-07-24 | 13F | Blair William & Co/il | 156 634 | −5,21 | 13 950 | −6,76 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 20 721 | −20,21 | 1 876 | −18,22 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 432 | −34,01 | 128 | −35,20 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 33 783 | −4,60 | 3 009 | −6,18 | ||||
2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 3 183 | −2,84 | 283 | −4,39 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 20 740 | −3,49 | 1 847 | −5,04 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 10 404 | −74,58 | 1 | −100,00 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6 841 | −1,45 | 619 | 1,98 | ||||
2025-05-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 20 377 | −0,46 | 1 815 | −2,10 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 789 646 | −8,54 | 70 326 | −10,04 | ||||
2025-07-16 | 13F | Cabana Llc | 25 580 | −5,65 | 2 278 | −7,17 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 622 | −22,06 | 412 | −23,32 | ||||
2025-05-14 | 13F/A | Torno Capital, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-08 | 13F | Richmond Brothers, Inc. | 38 820 | −54,36 | 3 457 | −55,11 |