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. | 48 811 | −1,43 | 4 159 | 1,76 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 18 418 | −2,88 | 1 569 | 0,26 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 457 | −3,34 | 1 232 | −0,24 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 4 113 | −5,62 | 350 | −2,78 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 13 009 | −9,38 | 1 109 | −6,42 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 58 955 | −1,28 | 5 024 | 1,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 79 061 | −40,41 | 6 737 | −38,49 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 598 | −9,53 | 51 | −7,41 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 783 536 | −0,58 | 66 765 | 2,64 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 235 299 | −4,36 | 20 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 404 | −17,73 | 205 | −15,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 456 496 | −8,12 | 38 900 | −5,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 11 884 | −43,36 | 1 013 | −41,54 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 381 113 | −35,46 | 32 475 | −33,37 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 57 054 | −0,11 | 4 862 | 3,12 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 152 | −22,74 | 609 | −20,29 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 23 843 | −0,02 | 2 032 | 3,20 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 391 | −34,47 | 630 | −31,33 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 67 895 | −0,38 | 5 785 | 2,84 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 11 407 | −6,10 | 972 | −2,99 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 542 | −7,53 | 387 | −4,44 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 152 971 | −1,29 | 13 035 | 6,01 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 40 890 | −61,83 | 3 484 | −60,59 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | −17,36 | 9 | −20,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 42 853 | −2,53 | 3 652 | 0,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 71 958 | −0,40 | 6 132 | 2,82 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 518 | −0,82 | 807 | 2,81 | ||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 24 357 | −3,37 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 702 | −47,26 | 315 | −45,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 365 | −34,88 | 1 139 | −32,82 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 5 182 | −34,01 | 442 | −31,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 25 409 | −6,24 | 2 165 | −3,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 914 | −1,24 | 0 | |||||
| 2025-05-13 | 13F | W Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 25 400 | −15,05 | 2 164 | −12,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 362 | −7,03 | 116 | −3,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 703 | −1,28 | 316 | 1,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 738 695 | −0,01 | 63 | 3,33 | ||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 30 762 | −18,13 | 2 621 | −15,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 120 | −2,48 | 607 | 0,66 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 6 824 | −7,18 | 581 | −4,13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 276 | −37,27 | 24 | −36,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 572 294 | −20,34 | 48 765 | −17,76 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 23 236 | −4,37 | 1 980 | −1,30 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 5 617 | −4,52 | 479 | −1,44 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 92 213 | −5,96 | 7 857 | −2,92 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 20 192 | −13,97 | 1 721 | −11,20 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 15 677 | −3,22 | 1 336 | −0,15 | ||||
| 2025-04-24 | 13F | Tanager Wealth Management LLP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 500 | −13,79 | 213 | −10,88 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 110 119 | −52,88 | 9 383 | −51,36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 045 | −66,99 | 856 | −65,91 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30 566 | −1,26 | 2 605 | 1,92 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2 411 | −7,02 | 205 | −4,21 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 43 493 | −0,98 | 3 706 | 2,23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 595 820 | −0,65 | 136 | 2,27 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 950 | −6,99 | 337 | −4,00 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 984 | −28,83 | 851 | −26,53 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 36 457 | −0,40 | 3 107 | 2,81 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5 793 | −2,83 | 494 | 0,20 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 48 656 | −1,81 | 4 146 | 1,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 237 150 | −3,49 | 20 540 | 1,27 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 874 759 | −0,43 | 74 538 | 2,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 903 | −77,16 | 77 | −76,69 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 9 893 | −20,81 | 843 | −18,33 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 623 | −74,13 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 40 783 | −2,07 | 3 475 | 1,11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 191 | −63,03 | 1 465 | −61,86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 253 339 | −1,69 | 21 587 | 1,49 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 8 582 | −19,60 | 731 | −17,03 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 117 310 | −4,50 | 9 955 | −0,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 334 | −19,90 | 28 | −17,65 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 975 | −1,97 | 339 | 1,20 | ||||
| 2025-04-17 | 13F | Motive Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10 663 | −0,49 | 909 | 2,71 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 16 964 | −50,00 | 1 446 | −48,39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13 706 | −4,85 | 1 131 | −3,33 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 386 | −3,91 | 203 | −0,49 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 13 205 | −29,35 | 1 125 | −27,04 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 140 920 | −7,68 | 11 632 | −6,22 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 10 146 | −0,05 | 837 | 1,58 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 180 | −1,51 | 527 | 1,54 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 224 | −0,88 | 19 | 5,56 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 219 | −17,02 | 104 | −14,88 | ||||
| 2025-04-09 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 52 | −99,73 | 4 | −99,75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 180 | −3,91 | 97 | −2,02 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 032 | −69,52 | 1 384 | −68,14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 335 | −0,49 | 625 | 2,80 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 511 | −5,39 | 214 | −2,74 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 570 | −3,09 | 219 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 32 356 | −1,52 | 2 757 | 1,66 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 14 572 | −18,18 | 1 242 | −15,52 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 95 635 | −13,95 | 8 149 | −11,16 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 16 193 | −1,24 | 1 380 | 1,92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52 294 | −0,72 | 4 456 | 2,51 | ||||
| 2025-04-15 | 13F | Bannerman Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 805 | −0,64 | 665 | 2,62 | ||||
| 2025-04-22 | 13F | Coho Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 178 | −84,33 | 15 | −83,87 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 17 225 | −23,91 | 1 468 | −21,47 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 99 109 | −0,60 | 8 445 | 2,62 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 43 996 | −1,68 | 3 749 | 1,49 | ||||
| 2025-07-22 | 13F | Hillman Co | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9 863 | −2,25 | 840 | 0,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 246 390 | −12,85 | 20 995 | −10,03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 170 | −6,10 | 696 | −3,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 59 974 | −31,61 | 5 110 | −29,40 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 98 215 | −17,63 | 8 369 | −14,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 816 943 | −41,83 | 69 665 | −39,90 | ||||
| 2025-07-11 | 13F | Wedge Capital Management L L P/nc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | 44 Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 118 | −33,86 | 777 | −31,75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 25 741 | −0,07 | 2 193 | 3,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122 857 | −67,17 | 10 | −68,75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 911 | −34,58 | 333 | −32,45 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5 429 | −13,54 | 463 | −10,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 723 509 | −1,35 | 487 700 | 1,84 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 20 006 | −0,43 | 1 705 | 2,77 | ||||
| 2025-07-16 | 13F | First American Bank | 4 323 | −11,97 | 368 | −9,14 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 54 358 | −0,13 | 4 643 | 7,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 560 | −41,11 | 133 | −38,60 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 866 | −2,71 | 1 522 | 0,46 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 455 | −3,19 | 39 | 0,00 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 4 111 | −16,82 | 360 | 13,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41 068 | −1,53 | 3 485 | 2,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 67 239 | −40,47 | 5 729 | −38,54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 414 762 | −0,90 | 35 342 | 2,30 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 41 711 | −0,24 | 3 554 | 2,98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 196 | −0,81 | 272 | 3,42 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3 526 | −24,07 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 78 371 | −8,54 | 6 678 | −5,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 775 | −0,59 | 663 | 2,64 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 45 047 | −13,54 | 3 838 | −10,74 | ||||
| 2025-04-29 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16 126 | −0,70 | 1 408 | 7,40 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 4 297 | −15,56 | 366 | −12,86 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 224 538 | −0,02 | 19 133 | 3,21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 380 | −62,78 | 458 | −61,61 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10 670 | −27,44 | 909 | −25,06 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 40 782 | −1,18 | 3 475 | 2,03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 713 | −13,24 | 657 | −10,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 631 | −88,26 | 54 | −88,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 955 300 | −3,89 | 81 401 | −0,78 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 798 | −1,56 | 409 | 1,49 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 931 | −1,27 | 505 | 2,02 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 87 009 | −13,53 | 6 952 | −18,60 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 83 660 | −3,63 | 7 129 | −0,52 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 717 630 | −0,25 | 61 149 | 2,98 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 416 | −3,28 | 206 | −0,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 702 507 | −0,60 | 230 281 | 2,62 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 003 | −18,81 | 512 | −16,23 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 139 725 | −1,19 | 11 906 | 2,00 |
