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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | StoneX Group Inc. | 1 158 | −10,44 | 459 | 6,25 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 687 | −13,60 | 3 445 | 2,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 296 | −51,37 | 514 | −47,38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 136 | −0,73 | 54 | 17,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 701 | −1,87 | 3 847 | 16,33 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15 504 | −0,51 | 6 148 | 17,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 30 482 | −7,48 | 12 | 9,09 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 529 | −85,98 | 210 | −81,81 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 935 | −2,81 | 371 | 15,26 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 163 | −4,12 | 461 | 13,83 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 563 | −13,65 | 227 | 9,13 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 066 | −0,24 | 819 | 18,35 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 118 | −0,97 | 2 030 | 17,42 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 418 | −16,90 | 6 510 | −1,47 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 476 | −30,00 | 189 | −17,18 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 523 | −11,76 | 599 | 3,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 067 | −1,49 | 2 802 | 16,80 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 539 | −13,67 | 24 006 | 2,35 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22 057 | −0,24 | 8 746 | 18,27 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 478 | −2,02 | 5 741 | 16,17 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 605 | −46,85 | 636 | −37,03 | ||||
| 2025-05-07 | 13F | Resolute Wealth Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 302 | −2,51 | 4 085 | 15,85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 996 | −12,57 | 5 550 | 3,64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 673 | −8,11 | 1 456 | 8,98 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 956 | −2,44 | 776 | 17,78 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 913 | −4,16 | 759 | 13,64 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 7 | −56,25 | 3 | −60,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 304 | −22,66 | 517 | −8,51 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 189 | −89,62 | 75 | −87,85 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 21 128 | −1,66 | 8 378 | 16,60 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 2 776 | −7,90 | 1 103 | 8,57 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 2 300 | −68,06 | 912 | −62,13 | |||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 695 | −0,27 | 2 655 | 18,22 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 783 | −2,85 | 310 | 15,24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3 033 | −11,42 | 1 203 | 4,98 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 665 | −1,77 | 264 | 16,37 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 633 | −96,59 | 251 | −95,95 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1 522 | −19,89 | 604 | −5,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 259 | −46,13 | 2 085 | −36,61 | ||||
| 2025-05-08 | 13F | Alliance Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 843 | −0,12 | 334 | 18,44 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 901 | −0,77 | 357 | 17,82 | ||||
| 2025-05-09 | 13F | Total Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 11 848 | −68,97 | 4 698 | −63,21 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 10 397 | −10,25 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 528 | −11,14 | 1 002 | 5,36 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 504 | −52,50 | 200 | −43,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 28 649 | −3,07 | 11 452 | 15,85 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72 223 | −2,72 | 29 | 16,67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 7 600 | −48,30 | 2 542 | −52,76 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 235 | −2,18 | 1 283 | 15,91 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 45 589 | −6,03 | 18 078 | 11,40 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 581 | −57,58 | 1 023 | −49,73 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 296 | −1,07 | 514 | 17,12 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 190 | −25,78 | 78 | −8,24 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 305 873 | −12,81 | 121 981 | 3,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 54 100 | −0,56 | 21 | 16,67 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 14 521 | −1,33 | 5 758 | 16,98 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 90 087 | −0,42 | 35 723 | 18,05 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3 593 | −1,32 | 1 202 | −9,83 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 309 | −4,45 | 2 502 | 13,27 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 11 203 | −4,70 | 4 448 | 12,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 332 | −9,39 | 528 | 7,54 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 728 | −1,36 | 289 | 17,07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 020 | −1,73 | 404 | 16,43 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5 192 | −22,11 | 2 059 | −7,67 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 41 947 | −2,70 | 16 634 | 15,35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Holderness Investments Co | 1 389 | −0,14 | 551 | 18,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93 102 | −2,42 | 36 919 | 15,68 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 191 | −9,48 | 76 | −2,60 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 167 | −1,62 | 2 049 | 16,63 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 4 106 | −1,39 | 1 687 | 21,19 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 687 | −4,72 | 272 | 12,86 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 4 613 | −0,02 | 1 829 | 18,54 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 206 | −11,10 | 2 857 | 5,39 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 852 | −20,15 | 338 | −5,34 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6 113 | −1,48 | 2 424 | 16,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 314 | −12,56 | 1 361 | 7,42 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 839 | −7,80 | 333 | 9,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 613 | −4,73 | 639 | 12,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 713 | −5,15 | 7 421 | 12,46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 740 | −9,20 | 293 | 7,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 433 | −1,52 | 1 361 | 16,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52 619 | −1,67 | 20 865 | 16,58 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 14 969 | −3,63 | 5 936 | 14,24 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 276 | −42,60 | 850 | −32,83 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 256 | −20,30 | 498 | −5,50 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 1 715 | −8,44 | 680 | 8,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 21 751 | −0,13 | 8 625 | 18,41 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9 534 | −1,39 | 3 781 | 16,92 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 746 | −6,16 | 296 | 11,32 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 904 | −4,37 | 4 324 | 13,38 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 35 424 | −0,36 | 14 047 | 18,12 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 048 | −9,68 | 1 605 | 7,14 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 303 | −21,88 | 517 | −7,36 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 4 091 | −2,78 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 11 937 | −19,35 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 13 902 | −18,32 | 5 513 | −3,06 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 21 | −79,81 | 8 | −76,47 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 1 173 | −50,06 | 465 | −42,02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 691 | −6,50 | 1 067 | 10,91 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 195 | −9,67 | 474 | 7,01 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 813 | −0,25 | 322 | 18,38 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6 411 | −3,32 | 2 542 | 14,66 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 342 | −14,93 | 136 | 0,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 269 714 | −3,31 | 900 032 | 14,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 878 | −65,46 | 1 141 | −60,27 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 796 | −3,86 | 316 | 14,13 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 856 | −18,94 | 0 | |||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 140 | −76,07 | 0 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 1 320 | −9,03 | 523 | 7,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 495 | −35,09 | 989 | −23,04 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 398 | −45,89 | 802 | −50,55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 707 | −28,94 | 280 | −15,66 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 145 | −71,00 | 57 | −65,87 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 195 | −38,49 | 77 | −26,67 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 32 605 | −2,80 | 12 929 | 15,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 595 | −8,57 | 8 869 | 10,66 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 802 | −13,24 | 715 | 2,88 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 174 | −8,01 | 4 431 | 9,06 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 995 | −9,95 | 0 | |||||
| 2025-05-15 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 5 511 | −8,88 | 2 185 | 8,01 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 351 | −2,03 | 536 | 16,05 | ||||
| 2025-08-07 | 13F | Nwam Llc | 584 | −26,82 | 240 | −9,77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2 159 | −9,48 | 856 | 7,40 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 067 | −24,98 | 1 613 | −11,09 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 27 110 | −13,74 | 9 068 | −21,18 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12 229 | −3,78 | 4 849 | 14,09 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 395 | −0,25 | 157 | 18,18 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5 | −95,00 | 2 | −96,97 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 29 | −87,87 | 12 | −86,08 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 650 | −0,46 | 258 | 17,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 73 670 | −1,46 | 29 214 | 16,83 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 363 | −0,03 | 1 334 | 18,28 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 65 581 | −0,27 | 26 005 | 18,23 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 10 289 | −20,15 | 4 080 | −5,34 | ||||
| 2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 20 | −20,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 52 | −10,34 | 21 | 5,26 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 12 703 | −2,66 | 5 038 | 15,40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 668 | −10,07 | 4 627 | 6,61 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 2 742 | −75,37 | 1 087 | −70,80 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 699 | −29,89 | 279 | −16,52 | ||||
| 2025-08-12 | 13F | Prudential Plc | 2 682 | −20,72 | 1 064 | −6,01 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | −100,00 |
