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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 406 | −19,30 | 1 398 | −6,17 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 13 660 | −19,79 | 1 836 | −6,76 | ||||
| 2025-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 345 | −78,12 | 46 | −74,73 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 2 483 | −32,23 | 286 | −35,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 23 341 | −32,78 | 3 137 | −21,85 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 150 047 | −5,48 | 289 | 9,92 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 11 173 | −21,48 | 1 502 | −8,70 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 107 252 | −36,12 | 14 414 | −25,74 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 571 | −3,77 | 749 | 11,81 | ||||
| 2025-04-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 78 542 | −3,00 | 10 555 | 12,77 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 928 | −6,96 | 528 | 7,99 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 513 | −30,94 | 338 | −19,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 185 475 | −29,97 | 24 926 | −18,59 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 50 629 | −5,41 | 6 804 | 9,97 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 32 826 | −3,67 | 4 411 | 11,98 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 8 984 | −9,87 | 1 207 | 4,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 739 | −3,53 | 2 249 | 12,17 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 2 063 | −94,23 | 277 | −93,30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 283 628 | −20,07 | 38 117 | −7,07 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 4 307 | −72,44 | 579 | 57 700,00 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 15 721 | −12,53 | 2 113 | 1,69 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 1 870 | −29,59 | 251 | −18,24 | ||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 9 523 | −48,23 | 1 098 | −50,41 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1 955 | −0,76 | 263 | 15,42 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30 128 | −16,16 | 4 049 | −2,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 24 207 | −7,04 | 3 252 | 8,04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 139 518 | −11,63 | 18 750 | 2,73 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 61 586 | −1,97 | 8 277 | 13,96 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 48 000 | −44,71 | 6 | −40,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 232 | −52,85 | 31 | −44,64 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 565 | −8,41 | 882 | 6,52 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 729 | −3,84 | 366 | 11,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 684 | −13,09 | 495 | 1,02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 71 048 | −1,86 | 10 | 12,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 910 | −52,39 | 3 | −50,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 941 | −0,73 | 530 | 15,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11 213 | −8,54 | 1 507 | 6,28 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 12 090 | −10,46 | 1 625 | 4,10 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 51 285 | −21,62 | 6 892 | −8,88 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 64 194 | −9,64 | 8 627 | 5,05 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 3 405 | −3,68 | 458 | 12,01 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 17 976 | −42,82 | 2 072 | −45,21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 177 | −2,77 | 293 | 13,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 484 | −0,47 | 199 | 15,70 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 049 | −9,77 | 410 | 4,87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4 653 | −2,02 | 625 | 14,05 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 060 | −30,50 | 277 | −19,30 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 64 995 | −13,96 | 8 735 | 0,02 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 9 408 | −1,57 | 1 267 | 16,03 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 12 363 | −10,12 | 1 661 | 4,47 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 011 | −38,81 | 405 | −28,87 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 23 147 | −12,96 | 3 111 | 1,20 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 14 633 | −23,13 | 1 967 | −10,64 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 608 | −11,29 | 754 | 3,15 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 84 295 | −6,26 | 11 328 | 8,98 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 697 | −18,27 | 362 | −4,99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18 652 | −15,42 | 2 507 | −1,69 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 13 800 | −4,98 | 1 855 | 10,49 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 746 | −2,00 | 369 | 14,24 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 395 | −43,23 | 456 | −34,01 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 27 500 | −58,27 | 3 696 | −51,50 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 989 | −50,68 | 267 | −42,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 527 | −5,56 | 71 | 9,38 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 393 305 | −8,08 | 187 246 | 6,86 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 99 | −6,60 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 35 372 | −11,70 | 4 754 | 2,61 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 115 | −23,33 | 15 | −11,76 | ||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 48 250 | −42,67 | 5 561 | −45,07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 325 | −7,43 | 447 | 7,47 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 18 704 | −5,29 | 2 514 | 10,12 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 42 646 | −25,45 | 5 731 | −13,32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 803 | −35,86 | 2 | −50,00 | ||||
| 2025-04-28 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 30 784 | −43,19 | 3 548 | −45,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 111 | −10,21 | 1 090 | 4,41 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 495 | −32,63 | 738 | −21,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397 867 | −10,23 | 53 | 3,92 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 811 | −37,19 | 647 | −27,01 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 342 288 | −5,48 | 46 000 | 9,88 | ||||
| 2025-05-28 | NP | PACIFIC SELECT FUND - International Small-Cap Portfolio Class I | 30 000 | −78,90 | 3 468 | −78,70 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 311 509 | −8,51 | 41 864 | 6,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77 138 | −76,80 | 10 367 | −73,03 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 1 146 | −37,65 | 154 | −27,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 407 | −29,53 | 1 264 | −18,08 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 457 | −0,07 | 1 137 | 16,16 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 194 | −20,76 | 429 | −7,74 | ||||
| 2025-07-21 | 13F | 25 Llc | 200 607 | −0,25 | 26 960 | 15,97 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 16 525 | −0,61 | 1 910 | −0,57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 984 | −4,14 | 401 | 11,70 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 29 | −86,26 | 4 | −87,50 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 13 003 | −3,92 | 1 747 | 11,70 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7 741 | −10,76 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 537 240 | −4,11 | 72 200 | 11,48 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4 851 | −2,69 | 652 | 13,02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 985 | −5,46 | 1 073 | 9,94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 814 | −17,80 | 513 | −4,48 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 30 578 | −1,51 | 4 109 | 14,52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33 427 | −10,81 | 4 492 | 3,69 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4 564 | −20,15 | 613 | −7,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 415 | −39,04 | 593 | −29,15 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 4 360 | −1,40 | 586 | 14,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10 456 | −0,11 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 593 | −0,61 | 1 289 | 15,61 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 1 704 | −6,48 | 229 | 9,05 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 35 571 | −32,72 | 4 100 | −35,53 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20 867 | −4,14 | 2 804 | 11,45 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 9 003 | −2,93 | 1 210 | 12,78 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 804 | −7,30 | 242 | 7,56 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 1 849 | −35,37 | 213 | −38,08 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 35 479 | −0,00 | 4 768 | 16,24 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 115 | −2,13 | 3 258 | 14,40 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4 704 | −2,87 | 632 | 13,06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 534 | −85,89 | 1 550 | −83,60 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 694 | −81,33 | 2 244 | −78,30 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 65 | −79,30 | 9 | −77,78 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 1 722 | −15,75 | 231 | −2,12 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 174 | −1,59 | 158 | 14,60 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 2 067 | −2,04 | 278 | 26,48 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 16 791 | −0,33 | 2 257 | 15,87 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 11 931 | −7,70 | 1 603 | 7,30 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 51 189 | −39,55 | 6 879 | −29,72 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 858 | −7,78 | 1 190 | 7,21 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 63 380 | −0,91 | 8 518 | 15,20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 411 | −13,80 | 324 | 0,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 27 612 | −1,70 | 4 | 0,00 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 187 129 | −0,36 | 25 148 | 15,84 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 14 129 | −28,18 | 1 899 | −16,53 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 7 293 | −6,62 | 980 | 8,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 603 | −15,99 | 484 | −2,22 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 41 102 | −3,66 | 5 524 | 12,01 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 142 206 | −4,67 | 19 111 | 10,83 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14 081 | −0,71 | 1 892 | 15,44 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 3 463 | −2,06 | 465 | 13,97 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 50 288 | −3,71 | 6 758 | 11,94 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 9 668 | −4,22 | 1 299 | 11,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | −88,64 | 1 | −100,00 | ||||
| 2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5 541 | −40,55 | 745 | −30,92 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 801 554 | −1,74 | 107 721 | 14,23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 68 458 | −55,02 | 9 200 | −47,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 349 | −17,32 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 42 511 | −4,65 | 5 713 | 10,85 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 041 | −1,62 | 409 | 14,29 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 88 153 | −2,94 | 11 847 | 12,84 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 251 | −28,66 | 1 378 | −17,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 109 | −8,04 | 149 | 7,19 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 15 198 | −1,05 | 2 042 | 15,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 476 026 | −40,13 | 63 971 | −30,40 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 3 628 | −5,10 | 488 | 10,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 448 | −1,10 | 60 | 15,38 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 052 | −7,47 | 1 754 | 7,61 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 17 463 | −70,63 | 2 347 | −65,87 | ||||
| 2025-05-02 | 13F | Carson Advisory Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 828 | −0,77 | 1 052 | 15,37 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 205 378 | −8,82 | 27 601 | 6,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7 247 | −8,69 | 974 | 6,10 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 35 640 | −0,04 | 4 790 | 16,21 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 32 362 | −1,85 | 4 349 | 14,12 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 73 216 | −11,03 | 9 839 | 8,14 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 16 224 | −4,56 | 2 180 | 10,94 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 202 | −3,35 | 27 | 12,50 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 23 535 | −3,04 | 3 163 | 12,73 | ||||
| 2025-08-28 | NP | CIISX - Causeway International Small Cap Fund Institutional Class | 4 135 | −85,50 | 556 | −83,16 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 11 881 | −25,44 | 1 597 | −13,31 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4 005 | −12,36 | 463 | −11,66 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 343 | −1,57 | 718 | 14,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 986 | −1,64 | 670 | 14,33 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 734 | −1,68 | 636 | 14,39 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3 512 | −3,54 | 472 | 12,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273 610 | −36,72 | 36 770 | −26,43 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21 215 | −8,19 | 2 851 | 6,70 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 727 | −4,10 | 769 | 11,45 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 829 | −34,49 | 209 | −35,09 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10 222 | −5,77 | 1 377 | 21,86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 360 | −12,82 | 183 | 1,11 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 533 | −2,75 | 1 012 | 13,07 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 16 828 | −1,24 | 2 262 | 14,83 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 6 157 | −41,15 | 710 | −43,64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 178 | −40,47 | 24 | −32,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | −86,23 | 48 | −84,18 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 289 | −6,88 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 64 267 | −0,11 | 8 637 | 16,12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 735 | −1,03 | 233 | 15,35 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 4 892 | −3,09 | 657 | 12,69 | ||||
| 2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 50 203 | −44,63 | 5 786 | −46,95 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 244 | −16,22 | 839 | −2,56 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 10 665 | −7,77 | 1 433 | 7,26 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26 711 | −0,09 | 3 590 | 16,15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 87 943 | −4,08 | 11 819 | 11,50 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 18 421 | −3,13 | 2 476 | 12,60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 221 970 | −26,31 | 29 831 | −14,34 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 166 802 | −3,62 | 22 416 | 12,05 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 16 184 | −11,50 | 2 175 | 2,84 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 24 468 | −4,91 | 3 288 | 10,52 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 117 983 | −2,59 | 15 856 | 13,24 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 478 | −64,72 | 55 | −65,41 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 484 | −38,40 | 200 | −28,42 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 152 | −4,86 | 424 | 10,73 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 239 | −14,67 | 570 | −0,87 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 8 631 | −22,50 | 1 160 | −9,95 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15 584 | −3,36 | 2 094 | 12,34 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 42 270 | −7,66 | 5 681 | 7,35 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 171 | −87,44 | 23 | −85,99 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 577 | −13,14 | 346 | 1,17 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23 591 | −14,20 | 3 170 | −0,25 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 433 | −23,12 | 865 | −10,65 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 8 061 | −5,77 | 1 083 | 9,62 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 12 658 | −0,42 | 1 701 | 15,79 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2 724 | −5,68 | 366 | 9,91 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 234 875 | −7,32 | 31 564 | 7,75 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 27 580 | −0,48 | 3 706 | 15,70 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 95 451 | −7,27 | 12 828 | 7,81 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 28 491 | −6,67 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 111 774 | −0,68 | 15 021 | 15,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 224 | −10,40 | 30 | 7,14 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 12 | −25,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2 926 | −14,02 | 393 | 0,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 578 | −10,24 | 212 | 4,43 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 90 324 | −2,46 | 12 133 | 13,38 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 11 634 | −0,21 | 1 563 | 16,04 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 25 733 | −0,55 | 3 458 | 15,61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 308 268 | −5,77 | 41 428 | 9,68 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 10 057 | −21,40 | 1 352 | −8,65 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 83 229 | −2,47 | 11 185 | 13,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197 055 | −16,26 | 26 482 | −2,65 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 608 | −41,12 | 754 | −31,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 413 | −22,66 | 190 | −10,43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66 585 | −6,12 | 8 948 | 9,15 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 172 | −1,67 | 3 517 | 14,34 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 914 154 | −33,43 | 257 | −22,59 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 2 030 | −29,59 | 273 | −18,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 185 | −19,91 | 25 | −7,69 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 199 | −25,31 | 2 177 | −13,16 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 12 797 | −5,63 | 1 720 | 9,70 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 239 | −3,41 | 2 720 | 12,26 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 79 150 | −20,46 | 10 637 | −7,54 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 827 | −5,42 | 783 | 9,97 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2 663 | −7,31 | 358 | 7,53 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11 920 | −3,49 | 1 602 | 12,19 | ||||
| 2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 39 739 | −43,36 | 4 580 | −45,73 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 17 003 | −23,59 | 2 267 | −12,54 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 77 043 | −3,11 | 10 354 | 12,63 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 020 | −1,45 | 675 | 14,63 | ||||
| 2025-04-28 | 13F | Resonant Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13 453 | −0,11 | 1 808 | 16,13 | ||||
| 2025-08-11 | 13F | Renaissance Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 39 205 | −8,28 | 5 | 25,00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 6 362 | −1,12 | 855 | 14,48 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | −96,65 | 27 | −94,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32 953 | −33,32 | 4 429 | −22,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 670 | −13,83 | 224 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39 466 | −85,58 | 5 304 | −83,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 849 | −15,66 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 | −87,85 | 3 | −87,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 749 212 | −6,64 | 100 687 | 8,53 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 10 661 | −8,20 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 556 | −5,33 | 344 | 9,94 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 24 579 | −8,19 | 3 303 | 6,76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5 080 | −22,88 | 683 | −10,38 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 25 037 | −18,05 | 3 365 | −4,73 | ||||
| 2025-04-15 | 13F | Ironwood Financial, llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 57 | −35,96 | 7 | −40,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 47 282 | −44,06 | 6 354 | −34,33 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 5 685 | −74,02 | 764 | −69,83 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 449 853 | −45,02 | 60 456 | −36,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 114 | −37,08 | 284 | −26,04 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 4 446 | −1,79 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 24 490 | −3,54 | 3 291 | 12,13 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9 574 | −41,09 | 1 287 | −31,52 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 624 | −6,11 | 487 | 9,19 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 178 | −47,18 | 24 | −39,47 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 602 | −78,99 | 1 098 | −76,80 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 7 951 | −1,12 | 1 069 | 14,96 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 5 323 | −1,63 | 715 | 14,40 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 895 | −5,69 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1 593 | −39,43 | 214 | −29,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 489 | −82,80 | 335 | −80,02 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 253 342 | −3,12 | 34 | 13,33 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2 409 | −48,51 | 324 | −40,19 | ||||
| 2025-04-28 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 28 804 | −46,30 | 3 320 | −48,54 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 25 839 | −0,93 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 214 963 | −1,70 | 28 889 | 14,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 54 549 | −42,52 | 6 287 | −44,92 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 16 124 | −21,36 | 2 167 | −8,61 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Connors Investor Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 774 | −0,96 | 373 | 15,17 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 1 741 | −0,97 | 234 | 15,27 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3 249 | −6,40 | 437 | 8,73 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 2 281 | −25,89 | 307 | −13,80 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 196 264 | −9,97 | 26 197 | 8,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344 515 | −13,70 | 46 299 | 0,33 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 226 578 | −8,13 | 30 450 | 6,80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 55 442 | −43,78 | 6 390 | −46,13 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 326 | −1,48 | 313 | 14,71 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 14 471 | −54,69 | 1 945 | −47,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 638 | −2,37 | 5 461 | 13,49 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 32 320 | −31,38 | 3 725 | −34,25 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 47 447 | −2,05 | 6 376 | 13,88 | ||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 291 | −40,12 | 845 | −30,40 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 458 | −1,44 | 734 | 14,53 | ||||
| 2025-08-14 | 13F | State Street Corp | 392 033 | −7,98 | 52 685 | 6,98 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 23 371 | −0,02 | 3 166 | 12,55 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 13 611 | −3,60 | 1 866 | 14,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38 089 | −0,02 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 863 | −0,37 | 6 298 | 15,82 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 |
