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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 379 | −14,01 | 697 | 1,16 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 122 731 | −37,69 | 13 402 | −26,67 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 2 581 | −2,09 | 282 | 17,57 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 178 152 | −9,32 | 19 454 | 6,72 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 1 853 | −18,87 | 200 | −5,21 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 182 189 | −5,09 | 19 895 | 11,70 | ||||
2025-07-31 | 13F | Auour Investments LLC | 44 823 | −3,45 | 4 895 | 11,84 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 22 016 | −25,10 | 2 404 | −11,84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 20 288 | −29,47 | 2 215 | −17,01 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 16 176 | −2,92 | 1 766 | 14,23 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 3 806 | −19,99 | 416 | −5,90 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 767 | −40,29 | 302 | −29,77 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 970 | −5,82 | 761 | 10,93 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 5 324 | −5,45 | 581 | 11,30 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 301 446 | −3,93 | 32 918 | 13,06 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 180 | −1,52 | 1 439 | 15,95 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 910 803 | −0,01 | 99 460 | 17,67 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 81 831 | −3,87 | 9 | 14,29 | ||||
2025-08-07 | 13F | PFG Advisors | 40 934 | −7,21 | 4 470 | 9,21 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 140 652 | −11,37 | 452 159 | 4,31 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 43 466 | −2,57 | 4 746 | 14,67 | ||||
2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Independence Bank of Kentucky | 547 | −21,52 | 60 | −7,81 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52 690 | −2,16 | 5 754 | 15,13 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 469 420 | −2,42 | 51 220 | 14,83 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 47 757 | −4,42 | 5 215 | 12,49 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 987 | −24,69 | 981 | −11,38 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 732 757 | −14,84 | 80 017 | 0,22 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 375 688 | −18,86 | 41 025 | −4,51 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 45 854 | −11,11 | 5 | 25,00 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 855 | −45,91 | 858 | −36,38 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 13 775 | −0,58 | 1 504 | 17,04 | ||||
2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 68 | −60,69 | 7 | −56,25 | ||||
2025-07-11 | 13F | Thomasville National Bank | 15 158 | −9,99 | 1 655 | 5,95 | ||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18 318 | −4,37 | 2 000 | 12,55 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Clare Market Investments LLC | 6 360 | −9,92 | 695 | 5,95 | ||||
2025-07-16 | 13F | ORG Partners LLC | 644 | −46,29 | 70 | −38,05 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 190 620 | −0,70 | 20 816 | 16,86 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 40 312 | −1,13 | 4 402 | 16,36 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 7 980 | −9,47 | 871 | 6,61 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 19 244 | −8,17 | 2 101 | −2,91 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 2 997 605 | −2,07 | 327 338 | 15,25 | ||||
2025-08-13 | 13F | Meketa Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Elite Life Management LLC | 3 897 | −5,27 | 426 | 11,55 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 500 | −69,51 | 273 | −64,08 | |||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 112 218 | −18,94 | 12 254 | −4,60 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 398 999 | −4,69 | 43 571 | 12,17 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 276 | −25,61 | 30 | −11,76 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 127 138 | −11,75 | 13 883 | 3,85 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 84 817 | −1,99 | 9 262 | 15,33 | ||||
2025-08-04 | 13F | Spire Wealth Management | 475 | −77,16 | 52 | −73,58 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 162 | −17,35 | 18 | −5,56 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 35 345 | −4,96 | 3 860 | 11,86 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 381 209 | −22,64 | 41 628 | −8,95 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2 877 | −8,96 | 314 | 7,17 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 135 103 | −31,99 | 14 753 | −19,96 | ||||
2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 10 474 | −11,45 | 1 144 | 4,19 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 492 059 | −0,36 | 53 733 | 17,25 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 587 | −16,72 | 392 | −2,01 | ||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 210 870 | −1,54 | 23 | 21,05 | ||||
2025-07-15 | 13F | CHB Investment Group, LLC | 23 802 | −2,24 | 3 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 400 | −50,46 | 590 | −41,74 | |||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 564 | −90,29 | 608 | 37,33 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 21 394 | −0,24 | 2 336 | 17,45 | ||||
2025-08-13 | 13F | American Money Management, LLC | 9 876 | −8,83 | 1 079 | 7,26 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 122 | −65,08 | 1 105 | −58,91 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 49 549 | −1,84 | 5 411 | 15,52 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 7 811 | −44,73 | 844 | −36,25 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 115 | −5,28 | 2 306 | 11,46 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 54 513 | −10,88 | 5 953 | 4,88 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3 489 | −12,47 | 381 | 3,25 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 16 543 | −8,27 | 1 806 | 7,95 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Financial Harvest, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 62 311 | −0,08 | 6 804 | 17,59 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 63 800 | −9,50 | 6 967 | 6,50 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 3 191 | −3,33 | 348 | 13,73 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 42 072 | −1,15 | 4 594 | 16,33 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 84 886 | −28,24 | 9 270 | −15,55 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 616 | −5,64 | 4 872 | 11,06 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 36 414 | −10,88 | 3 976 | 4,88 | ||||
2025-07-25 | 13F | JustInvest LLC | 3 287 | −0,24 | 359 | 17,70 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 22 511 | −3,98 | 2 458 | 13,01 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 147 671 | −12,39 | 16 126 | 3,10 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 3 541 803 | −3,63 | 386 765 | 13,41 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 5 126 | −8,12 | 560 | 8,12 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 20 476 | −3,89 | 2 236 | 13,11 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 52 | −21,21 | 6 | −16,67 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Truepoint, Inc. | 7 050 | −19,55 | 770 | −5,41 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 2 483 | −9,38 | 271 | 6,69 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 62 232 | −9,45 | 7 | 0,00 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | First National Trust Co | 63 129 | −19,40 | 6 894 | −5,15 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 31 671 | −0,08 | 3 458 | 17,58 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 964 | −17,44 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 658 894 | −2,70 | 71 951 | 14,51 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 563 | −18,21 | 717 | −3,76 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6 870 | −24,75 | 750 | −11,45 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 8 370 | −2,36 | 914 | 14,97 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 26 539 | −0,08 | 2 898 | 17,61 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370 251 | −1,74 | 40 794 | 16,68 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 81 982 | −1,18 | 8 957 | 15,96 | ||||
2025-08-11 | 13F | Eq Llc | 6 351 | −1,99 | 694 | 15,31 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 17 994 | −3,37 | 1 965 | 13,72 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 531 | −10,47 | 386 | 5,48 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 10 846 | −11,43 | 1 184 | 4,23 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24 475 | −56,31 | 2 673 | −48,60 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 6 698 | −50,46 | 731 | −41,71 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 5 134 | −35,46 | 561 | −24,12 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 2 609 | −57,39 | 285 | −50,00 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 468 | −11,70 | 51 | 4,08 | ||||
2025-04-17 | 13F | Motive Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 166 142 | −12,75 | 18 143 | 2,68 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 257 | −21,65 | 28 | −6,67 | ||||
2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Roxbury Financial LLC | 1 800 | −1,37 | 197 | 5,95 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 163 251 | −59,11 | 17 827 | −51,87 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 21 392 | −6,86 | 2 336 | 9,62 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 4 556 | −0,59 | 498 | 16,94 | ||||
2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1 264 784 | −1,80 | 138 114 | 15,57 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 32 127 | −8,27 | 3 508 | 7,94 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14 550 | −50,00 | 1 589 | −41,19 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 280 438 | −28,79 | 30 624 | −16,20 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 49 755 | −11,67 | 5 711 | 11,96 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 9 828 | −31,04 | 1 085 | −15,58 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 401 684 | −0,67 | 43 864 | 16,90 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 31 564 | −5,65 | 3 447 | 11,02 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 946 | −11,43 | 560 | 8,11 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | ASB Consultores, LLC | 10 113 | −11,08 | 1 104 | 4,64 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-04-02 | 13F | Marcum Wealth, LLC | 10 365 | −0,06 | 962 | −10,27 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 765 | −3,45 | 630 | 13,54 | ||||
2025-07-16 | 13F | American National Bank | 8 887 | −3,39 | 970 | 13,72 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102 218 | −7,09 | 11 162 | 9,34 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 175 730 | −21,07 | 19 193 | −7,09 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 4 522 | −93,61 | 494 | −93,26 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 161 | −18,00 | 2 | 0,00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 11 180 | −9,58 | 1 221 | 6,36 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Guerra Advisors Inc | 29 188 | −31,14 | 3 187 | −18,95 | ||||
2025-07-31 | 13F | CNB Bank | 61 | −24,69 | 7 | −14,29 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 527 | −18,17 | 276 | −3,85 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 363 | −88,05 | 258 | −85,94 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 101 766 | −8,94 | 11 113 | 7,16 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 578 | −15,30 | 172 | 0,00 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 11 448 | −19,58 | 1 250 | −5,30 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 905 297 | −1,15 | 98 858 | 16,33 | ||||
2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 14 820 | −33,41 | 1 618 | −21,65 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13 388 | −0,37 | 1 462 | 17,26 | ||||
2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Condor Capital Management | 222 748 | −0,92 | 24 324 | 16,61 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 999 900 | −2,08 | 109 256 | 15,24 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Verum Partners LLC | 9 773 | −0,13 | 1 067 | 17,51 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 1 102 752 | −5,69 | 120 420 | 10,99 | ||||
2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 381 209 | −22,64 | 41 628 | −8,95 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 9 594 | −91,30 | 1 048 | −89,77 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23 594 | −15,17 | 2 576 | −0,16 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 9 244 | −25,26 | 1 | 0,00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 294 548 | −4,05 | 32 165 | 12,92 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 44 446 | −0,78 | 4 854 | 16,77 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 2 048 | −19,31 | 224 | −5,11 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 10 074 | −0,60 | 1 100 | 17,02 | ||||
2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 39 325 | −5,66 | 4 | 33,33 | ||||
2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 59 034 | −1,08 | 6 447 | 16,42 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Prudential Financial Inc | 1 264 784 | −1,80 | 138 114 | 15,57 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 763 | −7,41 | 302 | 9,06 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 115 817 | −10,88 | 12 647 | 4,88 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 24 200 | −67,30 | 2 643 | −61,52 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 26 781 | −10,15 | 2 924 | 5,75 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 133 619 | −2,45 | 1 106 591 | 14,80 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 4 979 | −16,66 | 544 | −1,99 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 10 885 | −1,27 | 1 010 | −11,25 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 8 613 | −0,60 | 940 | 17,06 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4 563 | −0,59 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 821 | −15,61 | 308 | −10,72 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 700 | −26,32 | 76 | −13,64 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 472 030 | −0,67 | 51 546 | 16,89 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 4 589 | −23,20 | 513 | −10,33 | ||||
2025-08-14 | 13F | First Manhattan Co | 6 631 | −1,81 | 724 | 15,65 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 46 773 | −7,67 | 5 305 | 8,62 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 050 | −31,67 | 224 | −19,78 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 022 | −59,66 | 439 | −56,45 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 110 895 | −9,08 | 12 110 | 7,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 910 | −90,61 | 99 | −88,98 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4 989 | −0,48 | 545 | 16,99 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 3 292 | −0,84 | 359 | 16,56 | ||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Next Level Private LLC | 16 911 | −0,11 | 1 847 | 17,58 | ||||
2025-08-13 | 13F | M&t Bank Corp | 148 284 | −3,18 | 16 193 | 13,94 | ||||
2025-08-14 | 13F | Comerica Bank | 730 873 | −0,32 | 79 811 | 17,30 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Zacks Investment Management | 25 996 | −24,70 | 2 838 | −11,40 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 959 789 | −1,89 | 214 009 | 15,46 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 322 | −3,78 | 1 018 | 13,13 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 870 200 | −12,00 | 95 026 | 3,56 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3 791 | −74,06 | 414 | −69,54 | ||||
2025-07-18 | 13F | Vicus Capital | 5 717 | −16,98 | 624 | −2,19 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 41 116 | −0,27 | 4 490 | 17,36 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 41 535 | −9,71 | 4 536 | 6,26 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 801 | −20,66 | 197 | −6,67 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 10 181 | −2,82 | 1 112 | 14,30 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 52 239 | −0,08 | 5 705 | 17,58 | ||||
2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1 700 | −25,24 | 186 | −12,32 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 124 | −0,75 | 2 934 | 16,30 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 90 838 | −13,44 | 9 920 | 1,87 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 5 237 | −2,40 | 572 | 14,89 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 9 | −57,14 | 1 | −100,00 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-17 | 13F | ERn Financial, LLC | 62 798 | −0,67 | 6 858 | 16,89 | ||||
2025-08-14 | 13F | Sentinus, LLC | 2 392 | −36,32 | 261 | −25,00 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Checchi Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 3 889 | −41,51 | 425 | −31,17 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 758 | −7,71 | 630 | 14,78 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 7 672 | −5,53 | 838 | 11,16 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 2 924 | −9,08 | 319 | 7,05 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 107 | −2,56 | 885 | 14,79 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 590 | −35,66 | 64 | −24,71 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 326 | −3,30 | 582 | 13,70 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 2 630 | −0,04 | 244 | −9,96 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Plan Group Financial, LLC | 3 677 | −42,37 | 402 | −32,15 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 180 463 | −18,89 | 19 707 | −4,55 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 636 092 | −1,32 | 69 461 | 16,13 | ||||
2025-05-02 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 19 158 | −24,98 | 2 092 | −11,69 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 39 859 | −0,89 | 4 353 | 16,64 | ||||
2025-04-16 | 13F | Kelly Financial Group Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 12 577 | −21,90 | 1 373 | −8,10 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 119 966 | −2,35 | 13 100 | 14,92 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 5 099 | −6,32 | 557 | 10,10 | ||||
2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 |