Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 13 892 | −1,75 | 2 452 | 1,53 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 1 588 | −10,13 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 282 | −6,21 | 421 | 3,96 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 33 185 | −5,65 | 5 858 | −2,50 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 26 472 | −5,69 | 4 673 | −2,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 430 | −0,24 | 2 900 | 3,09 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1 618 | −6,09 | 286 | −3,06 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 488 | −23,51 | 86 | −20,37 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 9 612 | −0,24 | 1 697 | 3,10 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 33 565 | −50,62 | 5 925 | −48,98 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6 639 | −3,80 | 1 172 | −0,59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 57 225 | −11,23 | 10 101 | −8,27 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 388 | −1,41 | 3 069 | 1,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 200 | −17,17 | 1 447 | −14,43 | |||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1 452 | −0,48 | 256 | 7,56 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 5 233 | −21,88 | 924 | −19,32 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 1 931 | −55,93 | 341 | −49,03 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 6 440 | −0,11 | 1 138 | 2,25 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 34 863 | −11,76 | 6 154 | −8,82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 947 | −72,70 | 344 | −72,11 | ||||
| 2025-05-02 | 13F | Castlekeep Investment Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 889 | −3,15 | 1 569 | 0,06 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 255 | −8,27 | 45 | −4,26 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 2 131 | −2,11 | 376 | 1,35 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3 231 | −0,03 | 570 | 3,45 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 786 | −26,26 | 492 | −23,88 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 433 | −36,17 | 253 | −34,20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 32 762 | −2,33 | 5 783 | 0,93 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 655 | −0,23 | 1 528 | 3,11 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 382 | −4,57 | 420 | −1,41 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3 286 | −41,96 | 580 | −40,02 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 522 | −20,73 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 045 | −16,94 | 382 | −9,72 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 23 | −89,45 | 4 | −88,57 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 93 795 | −1,14 | 16 556 | 2,15 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4 394 | −2,25 | 776 | 1,04 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 166 | −4,12 | 559 | −1,06 | ||||
| 2025-04-14 | 13F | Tilia Fiduciary Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 828 | −1,96 | 1 735 | 1,29 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 202 388 | −0,54 | 35 724 | 2,77 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 | −4,76 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 16 472 | −0,07 | 2 907 | 3,27 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17 720 | −5,85 | 3 128 | −2,74 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 788 | −3,50 | 1 198 | −0,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 947 | −3,51 | 1 932 | −0,26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 453 | −6,56 | 256 | −3,40 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 30 169 | −11,23 | 5 325 | −8,27 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 295 | −2,96 | 52 | 0,00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 7 606 | −1,12 | 1 342 | 2,21 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 866 | −26,74 | 859 | −24,34 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 375 973 | −1,29 | 66 363 | 2,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 733 | −44,97 | 129 | −38,57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10 708 | −21,81 | 1 890 | −18,81 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 21 468 | −34,33 | 3 789 | −32,15 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 1 833 | −5,08 | 324 | −17,60 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 5 172 | −1,17 | 913 | 2,13 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16 275 | −27,36 | 2 873 | −24,93 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1 555 | −3,12 | 274 | 0,00 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 3 514 | −0,06 | 620 | 3,33 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 571 | −4,14 | 454 | −1,09 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 122 | −3,89 | 375 | −0,80 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 2 427 | −3,80 | 429 | −0,70 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 19 319 | −2,31 | 3 410 | 0,98 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 40 064 | −0,18 | 7 072 | 3,15 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 6 894 | −25,93 | 1 217 | −23,47 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 390 | −5,62 | 4 305 | −2,47 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 13 445 | −2,35 | 2 373 | 0,94 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 033 | −7,77 | 182 | −4,71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 548 | −2,84 | 1 509 | 0,40 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4 115 | −4,08 | 726 | −0,82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 883 | −2,00 | 156 | 1,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 511 501 | −20,45 | 90 285 | −17,80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 723 | −29,46 | 2 069 | −27,10 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 6 450 | −4,44 | 1 138 | −1,22 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 630 | −14,86 | 111 | −11,90 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 408 | −0,28 | 248 | 2,90 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 188 | −82,54 | 33 | −81,97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 562 | −52,87 | 805 | −51,30 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 4 824 | −4,61 | 1 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 752 | −6,70 | 839 | −3,57 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 33 550 | −25,51 | 5 922 | −23,03 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 1 134 | −3,98 | 200 | −0,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40 742 | −22,60 | 7 191 | −20,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 158 | −3,07 | 27 | 0,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 140 | −0,35 | 4 791 | 2,99 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 3 281 | −4,95 | 600 | 0,67 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51 419 | −35,32 | 9 081 | −33,12 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1 218 | −4,40 | 215 | −1,38 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 8 169 | −16,40 | 1 442 | −13,66 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 994 | −25,82 | 176 | −23,25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 54 | −43,16 | 10 | −43,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 194 | −25,30 | 387 | −22,75 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 5 223 | −0,19 | 922 | 3,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 35 600 | −30,20 | 6 284 | −27,87 | |||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 9 904 | −89,73 | 1 748 | −89,39 | ||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 4 746 | −43,96 | 1 | −100,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 337 | −38,64 | 236 | −36,83 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 15 278 | −3,11 | 2 697 | 0,11 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 741 | −1,44 | 484 | 1,68 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 8 947 | −43,65 | 1 579 | −41,76 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 935 | −5,84 | 871 | −2,68 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 170 | −5,19 | 207 | −1,90 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 25 | −86,70 | 4 | −85,19 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 1 522 | −73,69 | 269 | −72,85 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2 320 | −3,93 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 133 | −11,01 | 906 | −8,02 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 390 | −2,23 | 775 | 1,04 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3 716 | −8,13 | 635 | −4,08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 219 | −27,31 | 215 | −24,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 625 | −27,92 | 1 042 | −21,85 | ||||
| 2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 69 | −54,90 | 12 | −53,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166 163 | −23,90 | 29 329 | −21,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 7 849 | −4,03 | 1 385 | 3,67 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 431 | −11,63 | 1 135 | −8,62 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 626 | −0,05 | 993 | 3,33 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 459 | −11,63 | 258 | −8,87 | ||||
| 2025-04-24 | 13F | My Personal CFO, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 449 | −8,17 | 256 | −5,20 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 219 | −10,96 | 215 | −7,73 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 7 236 | −48,47 | 1 277 | −46,75 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 9 934 | −1,85 | 1 697 | 2,60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 172 | −1,93 | 736 | 1,38 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 351 | −0,63 | 415 | 2,72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40 811 | −4,56 | 7 204 | −1,37 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9 818 | −11,46 | 1 733 | −4,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 619 | −2,29 | 286 | 0,71 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27 638 | −3,22 | 4 878 | 0,02 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 82 619 | −0,79 | 14 583 | 2,53 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 11 469 | −0,52 | 2 024 | 2,79 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 5 401 | −8,12 | 953 | −4,99 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 8 009 | −4,24 | 1 414 | −1,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26 731 | −8,49 | 4 718 | −5,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 841 | −21,96 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 20 748 | −1,08 | 3 662 | 2,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 24 998 | −2,99 | 4 412 | 0,25 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 025 | −1,05 | 2 123 | 2,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 172 083 | −1,52 | 206 885 | 1,77 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38 684 | −17,81 | 6 608 | −14,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 608 | −4,37 | 2 225 | −1,20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 199 | −21,65 | 35 | −18,60 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 286 | −5,82 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 558 | −0,70 | 1 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 943 | −8,95 | 343 | −6,04 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 331 | −18,87 | 590 | −15,98 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 540 | −40,81 | 801 | −38,85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 8 925 | −15,76 | 1 567 | −13,38 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 8 243 | −6,18 | 1 455 | −3,07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 434 | −9,57 | 959 | −6,53 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 26 109 | −8,50 | 4 608 | −5,44 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 383 | −3,53 | 68 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 792 | −0,50 | 316 | 2,93 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4 630 | −1,20 | 817 | 2,13 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 7 594 | −0,50 | 1 346 | 2,59 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2 262 | −3,00 | 399 | 0,25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 027 | −0,59 | 711 | 2,75 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1 144 | −13,14 | 202 | −10,27 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 366 | −8,21 | 1 300 | −5,11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 119 | −0,51 | 727 | 2,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 202 | −31,36 | 1 448 | −27,51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 885 | −0,56 | 686 | 2,70 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 857 | −0,52 | 681 | 2,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48 993 | −5,22 | 8 648 | −2,06 | ||||
| 2025-07-17 | 13F | City Holding Co | 345 | −2,27 | 61 | 0,00 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ariston Services Group | 16 605 | −0,05 | 2 931 | 3,28 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 077 | −10,63 | 720 | −7,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104 956 | −0,87 | 19 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 336 | −1,72 | 1 118 | 1,54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2 920 | −3,31 | 515 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 718 | −1,56 | 480 | 1,70 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 80 | −20,00 | 14 | −17,65 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 53 563 | −5,52 | 9 454 | −2,36 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 19 081 | −0,07 | 3 368 | 2,93 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 751 | −8,14 | 2 604 | −5,07 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 6 154 | −0,49 | 1 086 | 2,84 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 1 451 | −9,37 | 256 | −6,23 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 550 | −13,39 | 97 | −10,19 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 58 512 | −0,03 | 10 328 | 3,31 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 42 771 | −10,47 | 7 549 | −7,49 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8 982 | −9,53 | 1 635 | −3,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 140 | −1,41 | 25 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 460 | −22,34 | 258 | −19,94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 942 | −22,04 | 343 | −19,53 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 23 419 | −47,93 | 4 134 | −46,20 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 512 | −98,91 | 0 | −100,00 |
