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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 412 | −25,33 | 232 | −23,43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 471 | −10,48 | 1 393 | −8,29 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 39 113 | −39,89 | 6 433 | −38,42 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 560 | −5,44 | 585 | −3,15 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 463 683 | −6,12 | 240 717 | −3,83 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 000 | −0,61 | 4 440 | 1,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 54 677 | −2,47 | 8 992 | −0,09 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 1 768 | −5,35 | 292 | −2,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 57 957 | −2,66 | 9 532 | −0,29 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 98 109 | −0,79 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 283 | −24,84 | 211 | −22,99 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 16 085 | −5,15 | 2 645 | −2,83 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 18 073 | −0,09 | 2 972 | 2,34 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 270 | −0,21 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 38 130 | −1,17 | 6 271 | 1,23 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | −0,64 | 76 | 5,56 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 3 483 | −1,33 | 573 | 1,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | DDD Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 81 | −68,36 | 13 | −68,29 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 36 066 | −9,15 | 5 931 | −6,94 | ||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 1 865 | −11,82 | 307 | −9,73 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 882 | −2,84 | 967 | −0,41 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 28 500 | −0,99 | 4 712 | 1,95 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 88 250 | −1,78 | 14 514 | 0,62 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 12 095 | −2,15 | 1 989 | 0,25 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 458 | −77,63 | 75 | −77,13 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 10 203 | −25,98 | 1 729 | −21,92 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 1 493 | −0,67 | 246 | 1,66 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 25 329 | −0,15 | 4 166 | 2,28 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 133 464 | −3,69 | 680 | −1,45 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 672 | −5,48 | 604 | −3,21 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 16 369 | −2,33 | 2 692 | 0,07 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7 497 | −0,68 | 1 233 | 1,82 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 498 | −5,52 | 904 | −3,21 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 339 | −0,15 | 220 | 2,33 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 265 | −2,24 | 373 | 0,27 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 450 | −4,83 | 570 | −2,06 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 24 374 | −1,88 | 4 009 | 0,50 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 11 530 | −3,13 | 1 896 | −0,73 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 943 | −27,36 | 324 | −24,71 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 317 | −41,51 | 545 | −40,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 807 | −16,63 | 2 106 | −14,60 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 346 | −0,21 | 879 | 2,21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 17 839 | −3,05 | 2 978 | 8,06 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 43 481 | −3,69 | 7 151 | 1,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 541 | −29,55 | 418 | −27,98 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 048 | −3,54 | 830 | −1,19 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7 987 | −0,20 | 1 314 | 2,26 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 411 | −2,65 | 1 383 | −0,29 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 498 | −33,51 | 246 | −31,86 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4 304 | −2,80 | 708 | −0,42 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2 573 | −0,50 | 423 | 1,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 698 | −25,12 | 1 759 | −23,29 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 90 344 | −3,88 | 14 858 | −1,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 007 | −15,84 | 659 | −13,74 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 67 945 | −45,86 | 11 174 | −44,54 | ||||
| 2025-04-23 | 13F | Leading Edge Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34 833 | −7,56 | 5 729 | −5,31 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 151 | −19,92 | 518 | −17,91 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 481 | −0,41 | 1 066 | 2,01 | ||||
| 2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 6 006 | −0,12 | 988 | 2,28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 24 733 | −54,82 | 4 089 | −53,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 64 881 | −44,53 | 10 670 | −43,18 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 225 | −43,05 | 201 | −41,74 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4 970 | −12,35 | 817 | −10,22 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 34 | −2,86 | 6 | 0,00 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7 233 | −2,90 | 1 190 | −0,50 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 16 946 | −5,10 | 2 787 | −2,79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 891 | −6,01 | 475 | −3,65 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 763 | −2,55 | 127 | 1,60 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 1 984 | −1,10 | 326 | 1,24 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 330 | −0,30 | 54 | 1,89 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 2 801 | −16,61 | 461 | −14,66 | ||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 21 182 | −1,99 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 326 | −3,35 | 218 | −0,91 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 15 871 | −5,06 | 2 624 | −2,24 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 64 995 | −2,20 | 10 689 | 0,20 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 095 | −0,39 | 838 | 1,95 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 5 109 | −1,07 | 840 | 1,33 | ||||
| 2025-08-08 | 13F | King Wealth | 32 223 | −2,12 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 77 108 | −6,30 | 13 | −7,69 | ||||
| 2025-05-06 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 801 | −13,07 | 463 | −10,44 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 31 083 | −1,82 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 432 | −16,76 | 71 | −14,46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 6 682 | −6,09 | 1 099 | −3,85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 699 | −17,48 | 279 | −15,45 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 6 692 | −3,15 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 12 465 | −4,75 | 2 076 | −1,24 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 3 403 | −6,33 | 560 | −4,12 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 26 155 | −3,86 | 4 301 | −1,51 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 243 771 | −0,59 | 40 | 2,56 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 3 069 | −67,35 | 505 | −66,58 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 60 953 | −4,04 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 391 | −40,52 | 887 | −39,06 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 6 228 | −2,70 | 1 005 | −5,37 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 543 | −9,79 | 394 | −13,60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31 276 | −3,41 | 5 144 | −1,06 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 316 | −14,16 | 216 | −12,20 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 343 | −22,40 | 714 | −20,49 | ||||
| 2025-08-06 | 13F | Simmons Bank | 12 331 | −8,92 | 2 028 | −6,72 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 3 444 | −1,06 | 566 | 1,43 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 270 | −4,17 | 1 658 | 2,22 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3 008 | −3,71 | 495 | −1,40 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 422 | −94,23 | 1 222 | −94,09 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 1 278 | −36,61 | 210 | −34,98 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 066 | −0,12 | 1 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 2 507 | −1,26 | 412 | 1,23 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 1 330 | −2,71 | 219 | −0,46 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 50 | −41,18 | 8 | −38,46 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 950 | −0,84 | 485 | 1,68 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5 515 | −2,80 | 907 | −0,44 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 507 | −4,13 | 248 | −1,98 | ||||
| 2025-09-23 | 13F | Dakota Community Bank & Trust NA | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 217 | −1,77 | 540 | 10,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 253 | −5,45 | 864 | −3,25 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 3 932 | −6,80 | 647 | −4,58 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 27 903 | −4,61 | 4 589 | −2,28 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 25 846 | −4,33 | 4 251 | −2,01 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 17 092 | −4,13 | 2 811 | 1,12 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 133 | −62,85 | 22 | −63,16 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 49 870 | −3,71 | 8 202 | −1,36 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 521 | −14,43 | 415 | −12,29 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 6 759 | −35,72 | 1 112 | −34,18 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 21 063 | −2,57 | 3 464 | −0,17 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 21 657 | −1,15 | 3 562 | 1,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 27 022 | −1,08 | 4 444 | 1,35 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 473 | −11,42 | 78 | −9,41 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 943 | −10,90 | 813 | −8,76 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 47 264 | −0,49 | 7 773 | 1,94 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 014 | −15,27 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 31 890 | −3,89 | 5 245 | −1,54 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2 792 | −12,23 | 459 | −10,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 860 | −28,93 | 142 | −26,80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 943 | −35,76 | 155 | −34,04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5 391 | −40,52 | 887 | −39,06 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 985 | −0,50 | 1 642 | 1,92 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 466 | −5,89 | 3 037 | −3,56 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 302 | −2,76 | 214 | 0,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 10 712 | −11,34 | 1 762 | −9,18 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 8 016 | −37,82 | 1 318 | −36,30 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 602 | −13,13 | 99 | −10,81 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 21 664 | −10,73 | 3 563 | −8,55 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 508 | −2,56 | 577 | −0,17 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 117 557 | −0,49 | 19 333 | 1,94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1 648 | −15,36 | 271 | −13,14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 45 | −49,44 | 7 | −50,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51 | −50,49 | 8 | −50,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 796 | −3,23 | 295 | −0,67 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 143 637 | −2,36 | 23 622 | 0,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18 817 | −2,70 | 3 095 | −0,32 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 1 750 | −0,11 | 288 | 2,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 479 638 | −9,83 | 78 881 | −7,63 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 10 059 | −5,66 | 1 654 | −3,33 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 796 | −26,96 | 295 | −25,13 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 136 747 | −1,83 | 22 490 | 0,56 | ||||
| 2025-05-15 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 | −98,04 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7 553 | −2,01 | 1 242 | 0,40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 223 | −71,88 | 201 | −70,91 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 864 | −17,56 | 142 | −15,48 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 9 185 | −2,73 | 1 511 | −0,40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 535 | −28,76 | 88 | −27,50 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 289 | −0,46 | 212 | 1,93 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 327 | −14,54 | 383 | −12,59 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 058 | −1,03 | 174 | 1,75 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 12 292 | −7,56 | 1 973 | −8,28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 009 | −0,66 | 495 | 1,65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 282 | −15,61 | 382 | −10,77 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 5 729 | −0,69 | 942 | 1,73 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 5 837 | −2,08 | 965 | 0,84 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 562 | −0,24 | 2 066 | 2,18 | ||||
| 2025-07-17 | 13F | City Holding Co | 5 792 | −2,57 | 953 | −0,21 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 447 | −4,84 | 1 727 | −1,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 676 | −5,36 | 279 | 3,73 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 786 332 | −0,08 | 1 292 | −6,31 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2 182 | −1,22 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 447 | −7,47 | 731 | −5,19 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 5 232 | −42,99 | 860 | −41,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 412 159 | −1,71 | 396 766 | 1,52 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33 653 | −4,17 | 5 564 | −1,31 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 380 | −32,81 | 228 | −30,70 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 178 | −24,29 | 831 | −24,86 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 35 645 | −5,61 | 5 862 | −3,30 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 409 | −52,46 | 235 | −46,95 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 4 546 | −14,45 | 748 | −11,81 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 32 862 | −0,36 | 5 405 | 2,08 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 18 000 | −0,96 | 2 960 | 1,47 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1 842 | −29,02 | 303 | −27,40 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 15 351 | −2,97 | 2 525 | −0,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 873 | −2,58 | 472 | −0,21 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 3 944 | −2,55 | 649 | −0,15 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 4 149 | −1,21 | 682 | 1,19 | ||||
| 2025-05-07 | 13F | Galvin, Gaustad & Stein, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 858 | −2,06 | 311 | 7,24 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95 316 | −0,96 | 15 676 | 1,46 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 3 201 | −7,96 | 526 | −5,73 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 7 715 | −4,88 | 1 269 | −2,61 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 267 | −6,32 | 44 | −4,44 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 8 648 | −1,05 | 1 422 | 1,35 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 061 | −5,03 | 2 970 | −2,69 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 583 | −6,66 | 754 | −3,59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 149 900 | −0,60 | 24 653 | 1,83 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 26 150 | −1,64 | 4 301 | 0,77 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 37 777 | −8,55 | 6 213 | −6,33 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 895 | −8,56 | 476 | −6,30 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 4 826 | −80,82 | 798 | −80,27 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 2 190 | −35,13 | 360 | −33,46 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 112 | −38,05 | 183 | −36,14 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 852 | −10,79 | 483 | −3,02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 298 | −34,38 | 214 | −32,81 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 13 905 | −4,68 | 2 287 | −2,39 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 9 577 | −0,32 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 028 | −19,32 | 498 | −17,44 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 24 502 | −1,40 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 497 | −16,48 | 1 726 | −14,43 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 13 956 | −7,37 | 2 295 | −5,09 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 24 323 | −0,18 | 4 000 | 2,28 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 352 | −2,31 | 222 | 0,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 55 116 | −0,04 | 9 064 | 2,41 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 2 737 | −28,78 | 0 | |||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 90 963 | −48,39 | 14 960 | −47,13 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 394 | −9,56 | 2 532 | −7,36 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 84 138 | −0,46 | 13 837 | 1,98 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18 921 | −0,40 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 371 | −12,73 | 225 | −11,42 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 88 475 | −2,08 | 15 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 013 | −62,89 | 163 | −63,27 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 104 907 | −22,68 | 17 253 | −20,79 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 6 085 | −0,25 | 1 001 | 2,15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 544 | −18,81 | 89 | −16,82 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3 382 | −0,21 | 556 | 2,21 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 10 207 | −0,30 | 1 679 | 2,13 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 17 481 | −2,02 | 2 875 | 0,35 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 7 686 | −56,88 | 1 264 | −55,82 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 346 | −5,23 | 1 537 | −2,91 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 61 740 | −5,72 | 10 154 | −3,42 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 1 975 | −12,73 | 325 | −10,74 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 378 | −2,46 | 391 | 0,00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 46 771 | −0,06 | 7 692 | 2,38 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 31 949 | −1,34 | 5 254 | 1,08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 84 223 | −1,09 | 13 851 | 1,32 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 10 099 | −3,73 | 1 661 | −1,43 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3 634 | −2,94 | 598 | −0,67 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 944 | −63,63 | 484 | −62,74 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23 968 | −9,82 | 3 942 | −7,62 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 53 | −14,52 | 9 | −11,11 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2 503 | −0,95 | 412 | 1,48 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 889 | −9,83 | 475 | −7,59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 197 397 | −20,73 | 196 897 | −18,81 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 4 465 | −1,22 | 734 | 1,24 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 514 | −3,75 | 85 | −1,18 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 982 | −20,16 | 490 | −18,20 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 23 832 | −18,18 | 3 919 | −16,19 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 1 489 | −0,60 | 245 | 1,67 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 14 377 | −6,71 | 2 364 | −4,45 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 549 | −8,06 | 748 | −5,79 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 4 785 | −17,29 | 791 | −14,76 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 245 | −86,01 | 369 | −85,68 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 5 810 | −21,11 | 955 | −19,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26 800 | −14,92 | 4 408 | −12,85 | |||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 079 | −16,06 | 835 | −14,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 459 593 | −9,05 | 76 | −7,41 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 1 634 | −24,00 | 269 | −22,32 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 612 | −7,90 | 594 | −5,72 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 42 125 | −49,76 | 6 928 | −48,93 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 53 785 | −1,33 | 8 845 | 1,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 242 873 | −1,05 | 40 662 | 3,19 | ||||
| 2025-05-14 | 13F | Capital Square, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 177 | −9,04 | 194 | −7,66 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 027 | −7,32 | 333 | −5,13 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 821 | −0,52 | 793 | 1,93 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 276 | −7,69 | 539 | −5,45 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 9 810 | −12,53 | 1 613 | −10,39 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 826 | −0,35 | 794 | 2,06 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 4 994 | −5,76 | 821 | −3,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 787 | −8,88 | 2 596 | −6,65 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 30 524 | −1,95 | 5 020 | 0,74 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 104 478 | −2,15 | 17 183 | 0,25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 076 | −2,80 | 179 | 1,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 801 | −14,05 | 1 447 | −11,98 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 3 981 | −16,07 | 655 | −14,06 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 120 | −0,09 | 349 | 2,35 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 61 | −16,44 | 10 | −9,09 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 797 | −8,96 | 2 433 | −6,75 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 323 | −7,82 | 382 | −5,45 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 59 526 | −0,73 | 9 937 | 3,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 16 145 | −0,68 | 2 655 | 1,76 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 066 | −68,77 | 340 | −68,08 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 82 935 | −0,07 | 13 639 | 2,37 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27 733 | −0,41 | 4 601 | 2,93 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 027 | −0,18 | 968 | −2,03 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2 290 | −4,18 | 377 | −1,83 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 2 388 | −13,01 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1 979 | −1,64 | 325 | 0,62 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 27 066 | −1,79 | 4 451 | 0,61 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ellevest, Inc. | 16 000 | −85,38 | 2 631 | −85,02 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22 319 | −11,52 | 3 671 | −9,41 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 60 | −40,00 | 10 | −43,75 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 110 | −8,33 | 18 | −5,26 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 41 802 | −1,04 | 6 875 | 1,37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 120 148 | −1,17 | 19 759 | 1,25 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 1 837 | −1,61 | 302 | 1,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1 412 | −8,79 | 232 | −6,45 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3 137 | −21,87 | 516 | −20,03 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 4 838 | −16,94 | 1 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6 774 | −0,19 | 1 114 | 2,30 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 008 | −12,50 | 1 809 | −10,41 | ||||
| 2025-04-09 | 13F | PMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 | −6,32 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 616 | −70,17 | 3 884 | −69,45 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 49 769 | −55,91 | 8 185 | −54,83 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 705 | −21,15 | 595 | −21,84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 466 | −7,72 | 900 | −5,47 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 881 | −6,61 | 1 326 | −2,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 057 139 | −0,75 | 502 777 | 1,67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 833 | −2,34 | 1 453 | 0,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 3 312 | −0,99 | 545 | 1,49 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 679 | −11,93 | 770 | −10,48 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 51 701 | −2,67 | 8 503 | −0,30 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 7 834 | −2,40 | 1 288 | 0,00 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 2 709 | −6,42 | 446 | −4,09 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 7 851 | −34,79 | 1 291 | −31,22 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 2 672 | −25,24 | 439 | −23,39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 805 | −23,44 | 461 | −21,60 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 674 337 | −2,09 | 275 361 | 0,30 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 23 895 | −22,90 | 3 930 | −21,03 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 211 | −0,47 | 35 | 0,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 756 | −6,48 | 453 | −4,23 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 33 349 | −0,48 | 5 485 | 1,95 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 27 183 | −0,27 | 4 471 | 2,17 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 2 066 | −1,01 | 340 | 1,19 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 13 953 | −5,58 | 2 295 | −3,29 | ||||
| 2025-04-24 | 13F | TFC Financial Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 189 | −5,64 | 853 | −3,29 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8 731 | −6,81 | 1 436 | −4,59 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 929 | −2,31 | 153 | 0,00 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 1 244 | −7,51 | 205 | −5,12 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 20 539 | −60,66 | 3 378 | −59,71 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6 423 | −6,10 | 1 056 | −3,83 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 954 | −0,30 | 1 308 | 2,19 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 697 | −12,44 | 115 | −10,94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 25 455 | −4,26 | 4 186 | −1,92 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 865 | −1,17 | 316 | 7,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25 830 | −0,80 | 4 248 | 1,63 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 8 535 | −0,42 | 1 404 | 1,96 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 286 | −0,87 | 540 | 1,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 385 961 | −2,52 | 63 475 | −0,14 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 910 | −0,10 | 479 | 2,36 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 4 459 | −21,16 | 1 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 736 032 | −16,14 | 449 969 | −14,10 | ||||
| 2025-04-15 | 13F | Millburn Ridgefield Corp | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1 634 | −4,56 | 269 | −2,19 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1 650 | −45,40 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 287 130 | −0,86 | 47 221 | 1,56 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 510 | −12,88 | 742 | −10,83 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 312 | −32,58 | 2 683 | −30,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 588 184 | −3,90 | 96 733 | −1,56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 727 | −4,78 | 1 443 | −1,97 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 366 | −6,88 | 225 | −4,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 450 | −10,70 | 2 048 | −8,94 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 120 | −33,55 | 1 500 | −31,96 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1 915 | −10,93 | 315 | −8,99 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 953 | −5,83 | 157 | −3,70 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 219 | −1,77 | 539 | 2,28 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 220 403 | −6,99 | 36 247 | −8,77 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 198 | −9,40 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 1 886 | −13,92 | 310 | −11,68 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 989 | −2,88 | 327 | −0,30 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2 915 | −33,99 | 487 | −26,88 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2 269 | −6,05 | 373 | −3,62 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 9 430 | −0,42 | 1 551 | 1,97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 027 | −0,65 | 1 649 | 1,79 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 94 | −85,93 | 15 | −85,98 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 62 082 | −1,09 | 10 210 | 1,33 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 443 | −58,50 | 731 | −57,51 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 11 358 | −24,42 | 1 868 | −22,60 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 27 670 | −1,08 | 4 551 | 1,34 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 124 417 | −0,28 | 20 462 | 2,15 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 12 069 | −0,95 | 1 985 | 1,43 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 16 027 | −3,03 | 2 650 | −0,15 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13 298 | −9,02 | 2 187 | −6,78 | ||||
| 2025-08-07 | 13F | Commerce Bank | 56 665 | −3,09 | 9 319 | −0,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 272 | −2,51 | 45 | 0,00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 54 858 | −0,16 | 9 022 | 2,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 456 386 | −0,07 | 239 517 | 2,37 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 6 360 | −12,52 | 1 046 | −10,37 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 34 956 | −3,21 | 5 749 | −0,86 | ||||
| 2025-05-09 | 13F | Endowment Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 9 819 | −32,93 | 1 529 | −37,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116 111 | −5,85 | 19 | 0,00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 32 129 | −0,50 | 5 284 | 1,93 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5 887 | −2,24 | 968 | 0,21 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 373 247 | −0,41 | 61 384 | 2,02 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 53 007 | −0,19 | 8 718 | 2,25 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 354 | −67,58 | 223 | −66,87 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 121 | −36,65 | 20 | −36,67 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 25 044 | −4,61 | 4 119 | −2,28 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 496 | −9,10 | 410 | −6,82 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 37 256 | −0,18 | 6 127 | 2,27 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 1 560 | −11,96 | 257 | −9,86 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 724 | −6,15 | 612 | −3,92 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 600 | −51,95 | 428 | −50,81 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 2 245 | −6,26 | 369 | −3,91 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 131 | −1,70 | 515 | 0,59 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 216 | −4,48 | 529 | −2,22 |
