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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 325 358 | −8,69 | 41 815 | 1,22 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 36 461 | −1,18 | 4 686 | 9,51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 103 523 | −1,88 | 13 305 | 8,76 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 481 | −21,79 | 62 | −14,08 | ||||
| 2025-05-09 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 183 440 | −55,96 | 23 576 | −51,18 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 64 833 | −36,62 | 8 | −27,27 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 996 | −1,04 | 257 | 9,87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 804 | −12,02 | 360 | −2,44 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 2 042 | −1,45 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 4 943 | −2,96 | 635 | 7,63 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 250 | −14,87 | 1 060 | −5,61 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 919 | −6,74 | 1 403 | 3,39 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 21 437 | −76,57 | 2 755 | −74,03 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 87 155 | −18,39 | 11 201 | −9,54 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8 788 | −27,36 | 1 129 | −19,47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136 607 | −5,85 | 17 556 | 4,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 832 | −6,51 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44 069 | −0,13 | 5 664 | 10,69 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19 769 | −0,23 | 2 541 | 10,58 | ||||
| 2025-08-14 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Prudential Plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 964 | −8,88 | 381 | 0,00 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 2 528 | −0,78 | 325 | 9,83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 44 984 | −3,04 | 5 781 | 7,47 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10 564 | −3,96 | 1 358 | 6,43 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 179 | −87,17 | 409 | −85,79 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 160 | −2,95 | 663 | 7,63 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 337 | −17,26 | 429 | −8,35 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 773 | −4,92 | 99 | 5,32 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 10 260 | −0,79 | 1 319 | 9,92 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8 028 | −0,15 | 1 032 | 10,62 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 589 674 | −0,54 | 75 785 | 10,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 115 | −0,75 | 529 | 10,00 | ||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 76 900 | −22,95 | 9 883 | −14,59 | |||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 426 | −13,48 | 10 079 | −4,10 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 22 165 | −22,01 | 2 849 | −13,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 674 564 | −11,51 | 86 695 | −1,91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 578 | −60,34 | 203 | −56,18 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 26 332 | −3,69 | 3 384 | 6,75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 378 | −9,35 | 44 | −10,42 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 8 029 | −0,02 | 1 032 | 10,74 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 44 612 | −1,06 | 5 734 | 9,68 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 54 897 | −7,20 | 7 055 | 2,86 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16 076 | −2,87 | 2 066 | 7,66 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 645 450 | −73,33 | 82 953 | −70,44 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 202 561 | −5,90 | 26 033 | 4,30 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 3 944 | −10,53 | 507 | −0,98 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 516 | −73,37 | 1 094 | −70,49 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 100 074 | −4,34 | 12 862 | 6,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 217 | −14,63 | 799 | −5,33 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 4 367 | −3,13 | 561 | 7,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 111 | −1,37 | 1 171 | 9,24 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 28 894 | −1,91 | 3 730 | 9,22 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 14 013 | −3,87 | 1 801 | 6,51 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 701 674 | −68,01 | 90 179 | −64,54 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 471 | −1,80 | 703 | 8,99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 166 | −4,49 | 407 | 5,73 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 576 | −56,16 | 74 | −51,32 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 36 649 | −0,16 | 4 710 | 10,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 504 752 | −33,26 | 193 391 | −26,03 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11 437 | −99,04 | 1 470 | 18,47 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 279 | −0,35 | 550 | 10,46 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1 920 | −8,48 | 247 | 1,23 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2 702 | −2,91 | 347 | 7,76 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 757 | −26,86 | 868 | −18,95 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 673 | −1,46 | 87 | 8,86 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 41 026 | −5,10 | 5 262 | 4,99 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 7 298 | −0,22 | 938 | 10,50 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 110 | −7,74 | 528 | 2,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 51 | −1,92 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 6 650 | −2,92 | 855 | 7,56 | ||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 7 420 | −1,33 | 954 | 9,41 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2 316 | −6,58 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 16 653 | −0,38 | 2 140 | 10,42 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 60 988 | −0,64 | 7 838 | 10,15 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 21 549 | −9,69 | 2 769 | 0,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 319 | −0,75 | 1 069 | 10,09 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 2 598 | −6,41 | 334 | 6,71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 701 | −5,15 | 1 375 | 5,12 | ||||
| 2025-05-14 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 8 759 | −9,24 | 1 126 | 0,54 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2 086 | −0,76 | 268 | 10,29 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2 010 | −16,63 | 258 | −7,53 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lpwm Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 546 | −3,27 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 39 854 | −2,80 | 5 122 | 7,76 | ||||
| 2025-04-14 | 13F | Centricity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ade, Llc | 6 984 | −0,20 | 898 | 10,60 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 147 | −0,39 | 662 | 10,35 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 873 | −49,97 | 112 | −44,55 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 7 887 | −1,14 | 1 014 | 9,51 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 126 869 | −6,48 | 16 239 | 3,24 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 4 850 | −22,14 | 623 | −13,71 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 6 948 | −39,17 | 893 | −32,63 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 40 612 | −43,91 | 5 219 | −37,83 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 1 777 | −0,78 | 228 | 10,14 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4 309 | −31,68 | 500 | −32,57 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 10 305 | −2,02 | 1 324 | 8,61 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10 675 | −5,73 | 1 372 | 4,49 | ||||
| 2025-08-13 | 13F | Madrone Advisors, LLC | 440 016 | −65,15 | 56 551 | −61,37 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 4 534 | −82,17 | 583 | −80,26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 600 | −5,06 | 77 | 5,48 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 2 418 | −25,94 | 311 | −17,99 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101 397 | −42,55 | 13 032 | −36,33 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6 394 | −4,22 | 822 | 6,07 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16 884 | −13,03 | 2 170 | −3,60 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 7 206 | −72,95 | 926 | −70,02 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 2 641 | −3,61 | 339 | 6,94 | ||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 39 913 | −6,83 | 5 130 | 3,26 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 364 | −55,87 | 1 203 | −51,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 37 842 | −0,56 | 4 863 | 10,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 132 | −0,55 | 531 | 10,40 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 36 975 | −9,18 | 4 752 | 0,68 | ||||
| 2025-05-20 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1 435 | −4,97 | 184 | 5,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 105 | −2,91 | 656 | 7,72 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 535 | −5,85 | 583 | 4,30 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 7 357 | −0,70 | 946 | 10,01 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 101 | −42,29 | 13 | −40,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 331 176 | −0,17 | 42 563 | 10,65 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 56 220 | −0,95 | 7 225 | 9,79 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 461 | −0,80 | 445 | 9,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 978 | −93,07 | 383 | −92,33 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 22 560 | −8,65 | 2 899 | 1,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 14 674 | −8,95 | 1 886 | 0,91 | ||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30 413 | −16,54 | 3 909 | −7,50 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 366 | −2,72 | 433 | 7,73 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 333 | −36,21 | 43 | −30,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 100 170 | −0,93 | 13 126 | 11,97 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9 551 | −5,62 | 1 228 | 4,60 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 13 150 | −47,51 | 2 | −50,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13 596 | −0,12 | 1 747 | 5,43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18 257 | −7,99 | 2 347 | 2,04 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 15 674 | −0,58 | 2 014 | 10,18 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2 215 | −12,90 | 285 | −3,40 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 99 048 | −35,17 | 12 678 | −28,44 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 58 825 | −14,94 | 7 560 | −5,72 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 739 672 | −39,50 | 95 063 | −32,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 37 206 | −15,24 | 4 782 | −6,05 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 127 | −23,49 | 16 | −15,79 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 1 614 | −27,72 | 207 | −19,77 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 149 | −9,81 | 0 | |||||
| 2025-07-22 | 13F | WJ Interests, LLC | 352 318 | −0,98 | 45 280 | 9,75 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10 770 | −25,47 | 1 384 | −17,37 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 26 188 | −1,17 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 606 | −5,90 | 79 | 6,85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 2 022 | −47,14 | 260 | −41,53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 2 385 | −13,02 | 307 | −3,47 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | −3 486 | −30,45 | −448 | −22,89 | |||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 961 | −22,79 | 509 | −15,45 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 13 229 | −0,14 | 1 700 | 10,68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 88 618 | −18,47 | 11 389 | −9,63 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 103 005 | −0,06 | 13 238 | 10,78 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 40 045 | −1,26 | 5 147 | 9,44 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 595 | −1,43 | 1 105 | 9,42 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 25 333 | −0,18 | 3 256 | 10,64 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 884 | −0,48 | 242 | 10,50 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 499 | −2,84 | 321 | 7,72 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 679 | −0,90 | 3 557 | 9,85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 416 | −12,99 | 1 339 | −3,60 | ||||
| 2025-05-09 | 13F | Planning Alternatives Ltd /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 973 426 | −8,45 | 253 625 | 1,47 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 55 798 | −6,50 | 7 171 | 3,64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33 212 | −0,23 | 3 851 | −1,53 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 1 091 185 | −12,66 | 140 239 | −3,19 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 968 | −4,26 | 381 | 6,13 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 124 787 | −0,20 | 16 038 | 10,62 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 66 666 | −1,18 | 8 568 | 9,52 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4 866 | −3,61 | 625 | 6,84 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2 727 | −2,47 | 0 | |||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Applied Capital LLC | 2 748 | −1,40 | 353 | 9,29 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 275 | −1,08 | 35 | 9,38 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 8 608 | −19,48 | 1 106 | −10,73 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 38 084 | −0,94 | 4 895 | 9,80 | ||||
| 2025-07-28 | 13F | Galilei Investment Office LLP | 54 900 | −4,08 | 7 056 | 7,30 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 933 | −1,01 | 377 | 9,62 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 468 056 | −4,11 | 60 155 | 6,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 495 | −43,55 | 835 | −37,36 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 3 544 | −20,56 | 455 | −11,99 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 | −80,81 | 4 | −78,95 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 307 | −97,39 | 39 | −97,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 132 | −9,06 | 4 515 | 0,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 396 | −4,85 | 693 | 5,48 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 69 | −5,48 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | University Of Chicago | 255 417 | −8,58 | 32 826 | 1,34 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 7 210 | −0,11 | 927 | 10,77 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Baldwin Brothers Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9 168 | −16,72 | 1 178 | −7,68 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 10 003 | −64,90 | 1 300 | −60,44 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 337 | −17,77 | 300 | −8,81 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 28 168 | −3,31 | 3 620 | 7,20 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2 623 | −16,46 | 337 | −7,42 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 686 | −10,16 | 1 373 | −0,44 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 296 | −2,79 | 295 | 8,06 | ||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 5 425 | −3,14 | 697 | 7,40 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 41 641 | −0,75 | 5 352 | 10,01 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 952 | −52,35 | 122 | −47,19 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 734 | −23,62 | 85 | −24,11 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 818 | −8,64 | 1 776 | 1,25 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3 961 | −23,03 | 509 | −14,60 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 714 | −9,26 | 220 | 0,46 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 368 | −0,36 | 561 | 10,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 72 759 | −2,19 | 9 351 | 8,42 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 712 | −26,24 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 96 995 | −22,83 | 12 466 | −14,46 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 8 030 | −6,65 | 1 032 | 3,41 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 6 247 | −79,09 | 803 | −76,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 782 | −5,37 | 1 386 | 4,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 159 800 | −15,81 | 20 537 | −6,68 | |||
| 2025-08-13 | 13F | Capital International Investors | 22 986 | −3,81 | 2 942 | 6,32 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 006 | −4,96 | 395 | 11,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 39 695 | −10,73 | 5 102 | −1,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 633 | −17,02 | 210 | −8,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37 200 | −51,44 | 4 781 | −46,18 | |||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 315 | −12,01 | 555 | −2,46 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 101 | −13,68 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 200 372 | −24,23 | 25 752 | −17,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 872 | −55,10 | 333 | 47,56 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 37 979 | −1,30 | 4 881 | 13,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 15 320 | −31,85 | 1 969 | −24,48 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14 851 | −0,16 | 1 909 | 10,67 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 3 872 | −0,79 | 498 | 9,96 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4 487 | −12,57 | 577 | −4,32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 767 | −72,23 | 1 516 | −69,16 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 23 365 | −65,40 | 3 003 | −61,65 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 359 | −2,08 | 946 | 8,50 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 085 | −31,57 | 268 | −24,36 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 83 873 | −17,63 | 10 781 | −8,70 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 492 626 | −7,46 | 63 312 | 7,63 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3 371 | −0,53 | 433 | 10,46 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 241 | −87,57 | 545 | −86,23 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 157 | −6,79 | 406 | 3,32 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9 715 | −0,20 | 1 249 | 10,64 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 16 560 | −1,08 | 2 128 | 9,63 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 754 831 | −0,26 | 97 011 | 10,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 504 103 | −1,03 | 321 827 | 9,70 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 11 527 | −0,23 | 1 481 | 10,60 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 957 705 | −1,65 | 123 084 | 9,01 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 497 | −16,29 | 321 | −7,25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 242 | −85,97 | 1 187 | −84,46 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 15 663 797 | −3,75 | 1 814 181 | −6,80 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 390 | −5,57 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 172 495 | −1,06 | 22 169 | 9,67 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 5 914 | −0,07 | 760 | 10,79 | ||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 4 845 | −10,21 | 1 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 43 153 | −0,38 | 5 546 | 10,41 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 90 665 | −0,53 | 11 884 | 11,77 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 145 | −0,17 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 452 769 | −4,60 | 58 190 | 5,74 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 339 | −0,24 | 429 | 10,57 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 264 860 | −0,06 | 34 040 | 10,78 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4 833 | −10,68 | 621 | −0,96 | ||||
| 2025-05-15 | 13F | Harding Loevner Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 8 215 | −5,88 | 1 056 | 4,25 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 58 279 | −0,04 | 7 490 | 10,80 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 19 658 | −19,48 | 2 526 | −10,74 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 | −99,89 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 62 009 | −0,16 | 7 969 | 10,67 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 12 497 | −9,11 | 1 606 | 0,75 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 1 966 | −13,54 | 253 | −4,18 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 741 | −7,26 | 481 | 2,78 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 7 959 | −0,59 | 1 023 | 10,13 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 072 | −2,96 | 1 166 | 7,47 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 445 | −11,19 | 314 | −1,57 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 4 540 | −0,74 | 584 | 10,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 27 535 | −0,62 | 3 539 | 10,15 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 130 | −96,84 | 531 | −96,50 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 322 | −57,63 | 0 | |||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 198 256 | −0,78 | 25 480 | 9,98 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2 151 | −2,58 | 276 | 7,81 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2 620 | −0,27 | 337 | 10,53 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 815 502 | −41,77 | 105 | −35,80 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 821 | −38,59 | 748 | −32,55 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 2 101 | −0,38 | 270 | 10,66 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 16 219 | −0,99 | 2 084 | 9,74 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 511 | −1,34 | 323 | 9,15 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 962 | −74,28 | 124 | −71,59 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 73 847 | −14,30 | 9 491 | −5,01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 180 161 | −1,28 | 23 154 | 9,42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 948 | −2,83 | 636 | 4,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 85 831 | −3,39 | 11 031 | 7,09 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 3 851 | −98,77 | 495 | −98,64 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 8 283 | −0,12 | 1 065 | 10,72 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12 664 | −0,50 | 1 628 | 10,31 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 21 436 | −4,50 | 2 405 | −2,67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 116 766 | −0,61 | 15 007 | 10,16 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10 206 | −6,95 | 1 312 | 3,15 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 681 693 | −0,73 | 87 611 | 10,03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 475 | −1,98 | 318 | 8,90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 25 287 | −0,84 | 3 250 | 9,91 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55 867 | −30,16 | 7 180 | −22,60 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7 499 | −7,74 | 964 | 2,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60 584 | −3,98 | 7 786 | 6,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 397 | −10,23 | 437 | −0,46 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 5 534 | −49,50 | 711 | −44,02 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 15 406 | −1,46 | 1 980 | 9,22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 814 | −0,43 | 1 692 | 11,24 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 300 | −1,96 | 39 | 8,57 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 33 476 | −55,26 | 4 302 | −50,41 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 480 | −26,49 | 447 | −18,58 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 733 | −1,41 | 737 | 9,20 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 12 834 | −47,05 | 1 649 | −41,32 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 10 662 | −2,77 | 1 370 | 7,79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2 253 | −5,49 | 290 | 4,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 526 | −8,19 | 967 | 1,79 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | −100,00 |
