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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Holderness Investments Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23 419 | −1,64 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9 702 | −7,41 | 473 | −8,51 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 187 401 | −1,30 | 9 188 | −2,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167 859 | −2,78 | 8 230 | −3,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285 539 | −50,53 | 14 | −50,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14 848 | −64,79 | 728 | −65,23 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | −100,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533 216 | −0,01 | 26 144 | −1,20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2 850 000 | −5,00 | 139 080 | −8,49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93 081 | −1,66 | 4 564 | −2,83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208 956 | −10,13 | 10 | −9,09 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54 168 | −6,40 | 2 630 | −7,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 374 390 | −1,44 | 116 416 | −2,61 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31 790 | −0,95 | 1 555 | −2,39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17 390 | −85,10 | 853 | −85,29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15 339 | −1,16 | 752 | −2,34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 660 | −5,16 | 277 | −6,42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891 404 | −6,22 | 43 706 | −7,33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59 289 | −1,96 | 2 907 | −3,13 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15 568 877 | −3,29 | 763 342 | −4,44 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55 820 | −13,14 | 2 737 | −14,18 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25 000 | −10,71 | 1 226 | −11,81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16 562 | −24,94 | 812 | −25,78 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77 838 | −28,26 | 3 816 | −29,12 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49 472 | −31,17 | 2 426 | −32,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 246 | −76,91 | 159 | −77,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 62 814 | −8,98 | 3 073 | −10,09 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 35 458 | −3,26 | 1 739 | −4,40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125 867 | −43,35 | 6 | −45,45 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 276 260 | −4,48 | 13 545 | −5,61 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14 217 | −2,01 | 692 | −3,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 390 | −44,44 | 558 | −45,67 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17 944 | −4,93 | 880 | −6,09 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104 239 | −12,71 | 5 111 | −13,76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257 023 | −0,40 | 12 602 | −1,59 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12 589 | −15,02 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 979 | −85,24 | 48 | −85,41 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38 348 | −5,63 | 1 880 | −6,75 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | −61,97 | 44 | −62,71 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50 859 | −41,36 | 2 470 | −42,62 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6 041 | −3,19 | 296 | −4,21 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 426 | −13,03 | 609 | −13,98 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12 417 | −0,23 | 609 | −1,46 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57 538 | −4,25 | 2 821 | −5,37 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | −39,50 | 6 | −44,44 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7 603 | −21,67 | 373 | −22,66 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4 965 | −27,31 | 243 | −28,11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95 996 | −26,72 | 4 701 | −27,57 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275 544 | −20,51 | 13 510 | −21,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7 632 | −8,40 | 374 | −9,44 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 62 993 | −2,99 | 3 089 | −4,16 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 1 021 172 | −12,66 | 50 068 | −13,70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24 337 | −13,38 | 1 193 | −14,42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14 851 | −3,08 | 728 | −4,21 | ||||
| 2025-05-06 | 13F | BlueChip Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 13 726 | −28,16 | 673 | −29,01 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6 432 | −0,06 | 315 | −1,25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33 737 | −8,53 | 1 654 | −9,62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89 877 | −3,01 | 4 407 | −4,15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149 146 | −4,18 | 7 313 | −5,32 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532 470 | −9,41 | 26 107 | −10,49 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 199 552 | −2,32 | 9 784 | −3,48 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 532 | −4,77 | 516 | −5,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 43 100 | −85,91 | 2 113 | −86,07 | |||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 984 644 | −1,42 | 97 307 | −2,60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7 868 | −19,12 | 386 | −20,12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18 162 | −30,58 | 890 | −31,43 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 861 | −0,31 | 483 | −1,43 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 230 | −18,73 | 11 | −21,43 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 349 | −9,23 | 360 | −10,22 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 327 687 | −2,79 | 64 990 | −1,13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 65 080 | −7,35 | 3 191 | −8,46 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96 278 | −0,63 | 4 721 | −1,81 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 17 850 | −0,31 | 875 | −1,46 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 341 714 | −5,84 | 65 784 | −6,96 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 876 232 | −33,09 | 42 962 | −33,89 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63 214 | −15,71 | 3 099 | −16,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72 943 | −12,82 | 3 576 | −13,85 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10 418 | −11,18 | 511 | −12,37 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 259 230 | −14,52 | 61 740 | −15,53 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19 291 | −1,05 | 946 | −2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45 463 | −51,56 | 2 229 | −52,14 | ||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8 089 | −5,41 | 397 | −6,60 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 63 475 | −23,15 | 3 112 | −24,06 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 21 711 | −0,30 | 1 064 | −1,48 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10 856 | −26,18 | 532 | −27,02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6 971 | −0,27 | 342 | −1,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76 092 | −22,25 | 3 731 | −23,19 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 29 088 | −1,40 | 1 426 | −2,53 | ||||
| 2025-04-08 | 13F | BTC Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 26 172 | −30,31 | 1 283 | −31,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24 266 | −35,23 | 1 190 | −34,16 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 36 221 | −4,09 | 1 776 | −5,23 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183 708 | −8,67 | 9 007 | −9,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153 103 | −4,00 | 7 507 | −5,14 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68 579 | −18,48 | 3 362 | −19,45 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 644 765 | −14,22 | 31 613 | −15,24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8 694 | −29,20 | 426 | −30,05 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 646 210 | −0,71 | 31 619 | −2,09 | ||||
| 2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45 638 | −82,21 | 2 | −83,33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34 648 | −2,93 | 1 699 | −4,12 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 210 | −23,96 | 255 | −25,00 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 289 | −17,64 | 455 | −18,60 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 47 250 | −24,57 | 2 317 | −25,48 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75 384 | −2,62 | 3 696 | −3,78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16 730 | −0,68 | 820 | −1,80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10 721 | −15,46 | 526 | −16,53 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 7 842 | −1,43 | 384 | −2,54 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 630 033 | −1,45 | 30 891 | −2,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970 692 | −0,65 | 47 593 | −1,83 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 78 606 | −8,23 | 3 854 | −9,32 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246 195 | −10,41 | 12 071 | −11,48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 158 757 | −16,22 | 154 874 | −17,21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 066 333 | −2,93 | 52 282 | −4,08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19 198 | −14,53 | 941 | −15,53 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64 362 | −22,08 | 3 156 | −23,01 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 10 026 | −0,09 | 492 | −1,21 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136 705 | −8,35 | 6 703 | −9,44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 397 | −73,67 | 314 | −74,02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11 014 | −11,41 | 540 | −12,34 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 46 240 | −18,34 | 2 267 | −19,30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 152 358 | −25,70 | 7 470 | −26,58 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37 192 | −6,56 | 1 824 | −7,65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 269 611 | −0,85 | 62 249 | −2,03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93 234 | −2,17 | 4 571 | −3,32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 59 062 | −2,76 | 2 896 | −3,92 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 61 608 | −42,73 | 3 021 | −43,41 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31 835 | −38,38 | 1 561 | −39,13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844 108 | −16,39 | 41 | −18,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 25 091 | −6,69 | 1 230 | −7,80 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31 782 | −13,59 | 1 558 | −14,63 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81 198 | −14,27 | 3 981 | −15,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 75 468 | −22,25 | 3 700 | −23,17 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102 130 | −39,58 | 5 007 | −40,30 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 144 747 | −9,18 | 7 072 | 100 928,57 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 205 | −33,37 | 500 | −34,12 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 14 574 | −26,22 | 715 | −27,14 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53 181 | −4,53 | 2 607 | −5,65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39 231 | −19,53 | 1 923 | −20,47 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85 046 | −9,74 | 4 170 | −10,82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 30 347 | −18,91 | 1 488 | −19,88 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12 482 | −6,51 | 611 | −5,28 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 034 | −30,07 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5 139 | −10,42 | 252 | −11,62 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Values Added Financial LLC | 63 703 | −40,71 | 3 123 | −41,42 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23 096 | −0,88 | 1 132 | −2,08 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 859 205 | −11,69 | 42 127 | −12,74 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 182 | −8,43 | 205 | −9,29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24 118 | −0,22 | 1 183 | −1,42 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 58 546 | −0,39 | 2 871 | −1,58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 368 087 | −36,15 | 18 047 | −36,91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19 461 | −23,15 | 954 | −24,04 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 15 322 | −5,11 | 751 | −6,24 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75 750 | −2,54 | 3 714 | −3,68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102 091 | −8,68 | 5 006 | −9,77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13 472 | −91,57 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 384 | −18,52 | 1 196 | −19,47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 614 | −62,29 | 275 | −62,74 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 66 696 | −79,25 | 3 270 | −79,50 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550 027 | −23,67 | 27 292 | −24,45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18 022 | −4,56 | 884 | −5,76 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39 268 | −47,82 | 2 | −66,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 171 925 | −8,26 | 8 429 | −9,35 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 947 | −32,79 | 243 | −34,24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12 750 | −1,39 | 639 | −2,45 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34 770 | −1,37 | 1 689 | −3,43 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 152 986 | −4,80 | 7 501 | −5,94 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6 474 | −6,90 | 317 | −8,12 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4 544 | −3,20 | 223 | −4,31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 216 145 | −14,61 | 10 598 | −15,63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 439 613 | −1,88 | 22 | −4,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45 137 | −43,90 | 2 213 | −44,56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33 674 | −6,71 | 1 651 | −7,82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1 157 807 | −21,03 | 56 767 | −21,97 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99 523 | −2,27 | 4 880 | −3,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 260 | −8,89 | 895 | −9,96 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 86 418 | −5,73 | 4 237 | −6,84 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 52 060 | −11,27 | 2 553 | −12,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 73 853 | −14,21 | 3 621 | −15,22 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45 448 | −15,52 | 2 228 | −16,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 616 | −9,63 | 3 266 | −10,69 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 216 439 | −8,94 | 157 680 | −10,03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8 085 | −14,40 | 396 | −15,38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6 234 | −6,75 | 306 | −7,85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 729 | −47,33 | 232 | −48,09 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 218 | −8,46 | 305 | −9,79 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 155 053 | −38,53 | 7 602 | −39,26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 813 806 | −8,06 | 236 021 | −9,15 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28 939 | −38,19 | 1 419 | −38,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 949 | −0,15 | 439 | −1,35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53 701 | −4,66 | 2 633 | −5,80 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 18 629 | −1,05 | 913 | −1,40 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19 491 | −92,06 | 956 | −92,16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4 453 | −3,68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51 727 | −0,39 | 2 567 | −1,42 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 19 531 | −29,17 | 958 | −30,04 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70 014 | −1,23 | 3 433 | −2,42 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 621 | −98,92 | 30 | −98,94 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 83 032 | −21,47 | 4 120 | −22,26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50 645 | −44,35 | 2 475 | −44,34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21 191 | −14,29 | 1 037 | −14,37 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 420 500 | −54,23 | 20 617 | −54,78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 30 901 | −33,08 | 1 515 | −33,87 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 360 832 | −1,34 | 17 692 | −2,51 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11 099 | −2,15 | 540 | −2,53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7 063 | −0,98 | 346 | −1,98 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24 403 | −26,36 | 1 196 | −27,25 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8 927 | −8,35 | 438 | −9,52 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 437 | −18,57 | 852 | −19,87 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49 744 | −11,36 | 2 439 | −12,43 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11 581 | −1,62 | 568 | −2,91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33 096 | −20,88 | 1 623 | −21,83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54 224 | −87,91 | 2 691 | −88,03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 533 | −6,25 | 467 | −7,34 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18 034 | −13,99 | 884 | −15,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 10 645 | −6,16 | 522 | −7,30 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 076 352 | −9,56 | 101 077 | −9,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 64 556 | −38,19 | 3 165 | −38,92 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 38 023 | −5,13 | 1 864 | −6,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 10 210 | −0,78 | 501 | −1,96 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 320 227 | −17,80 | 15 701 | −18,78 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201 979 | −29,60 | 9 903 | −30,43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 511 | −11,29 | 323 | −11,99 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19 411 | −4,60 | 952 | −5,75 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 21 602 | −3,04 | 1 059 | −4,16 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 84 555 | −15,16 | 4 146 | −16,18 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32 849 | −89,56 | 1 611 | −89,69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 194 330 | −10,50 | 9 528 | −11,56 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 43 926 | −9,45 | 2 144 | −9,04 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45 396 | −1,80 | 2 226 | −2,97 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 626 | −55,76 | 423 | −56,36 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 461 | −84,68 | 317 | −84,90 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 66 757 | −0,12 | 3 273 | −1,30 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 229 | −22,96 | 354 | −23,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | −27,53 | 10 | −23,08 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 78 464 | −1,68 | 3 847 | −2,83 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13 263 | −6,99 | 650 | −8,06 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 261 | −32,73 | 13 | −36,84 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16 099 | −1,78 | 789 | −2,95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 25 867 | −17,51 | 1 268 | −18,51 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212 271 | −3,59 | 10 408 | −4,74 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40 573 | −27,15 | 1 989 | −28,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66 896 | −0,50 | 3 280 | −1,71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535 770 | −2,47 | 26 269 | −3,63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6 760 | −96,72 | 331 | −96,76 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 76 035 | −32,62 | 3 728 | −33,43 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 731 | −37,99 | 232 | −38,89 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148 052 | −14,77 | 7 259 | −15,79 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 27 041 | −19,75 | 1 326 | −20,71 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 80 537 | −51,55 | 3 949 | −52,13 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | W Advisors, Llc | 25 140 | −12,75 | 1 233 | −13,79 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182 517 | −30,50 | 8 934 | −30,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6 232 | −31,01 | 306 | −31,92 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 8 807 | −4,97 | 432 | −6,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 931 | −1,96 | 536 | −3,25 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 24 999 | −6,19 | 1 226 | −7,34 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37 903 | −4,75 | 1 858 | −5,88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79 631 | −51,21 | 3 904 | −51,80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 79 | −99,77 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 8 727 | −5,67 | 428 | −6,97 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39 858 | −6,97 | 1 954 | −8,05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 23 172 | −11,72 | 1 136 | −12,75 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 10 553 | −2,29 | 517 | −3,36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 313 | −14,04 | 653 | −15,10 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 92 579 | −1,70 | 4 539 | −2,87 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 18 536 | −37,36 | 909 | −38,15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14 970 | −2,55 | 734 | −3,81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4 460 | −45,72 | 219 | −46,44 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 1 016 108 | −10,79 | 50 | −12,50 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 87 631 | −15,86 | 4 297 | −16,86 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 563 | −5,83 | 2 773 | −6,95 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272 200 | −93,63 | 13 346 | −93,71 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 865 400 | −11,25 | 42 431 | −12,30 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20 282 | −1,19 | 994 | −2,36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 533 882 | −4,31 | 26 069 | −3,66 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 790 561 | −4,78 | 38 761 | −5,91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 201 847 | −2,57 | 9 897 | −3,73 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126 219 | −58,63 | 6 189 | −59,13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14 318 | −19,39 | 694 | −19,58 | ||||
| 2025-05-08 | 13F | Aldebaran Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Human Investing LLC | 21 201 | −11,08 | 1 039 | −12,17 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 15 467 | −11,54 | 753 | −13,26 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13 669 | −23,90 | 670 | −24,80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 59 906 | −6,28 | 2 937 | −7,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 253 122 | −11,23 | 12 411 | −12,29 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19 319 | −64,00 | 947 | −64,43 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55 360 | −70,95 | 2 714 | −71,30 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 640 069 | −6,18 | 31 383 | −7,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 722 | −78,82 | 281 | −79,10 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10 041 | −15,81 | 492 | −16,75 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17 387 | −22,59 | 850 | −23,49 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9 270 | −41,18 | 455 | −41,94 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 24 661 592 | −20,16 | 1 209 158 | −21,11 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 500 | −71,38 | 74 | −71,92 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62 932 | −30,32 | 3 086 | −31,15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 27 575 | −13,00 | 1 352 | −14,06 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | −87,65 | 47 | −87,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20 916 716 | −8,74 | 1 025 547 | −9,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 856 | −75,97 | 385 | −76,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56 097 | −30,09 | 2 750 | −30,90 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135 378 | −11,06 | 6 638 | −12,12 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 44 000 | −67,12 | 2 157 | −67,51 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4 287 | −31,78 | 210 | −32,48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393 005 | −1,12 | 19 269 | −2,29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21 750 | −3,07 | 1 066 | −4,31 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 47 332 | −25,62 | 2 321 | −26,51 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 5 585 | −69,26 | 274 | −69,70 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 678 | −26,95 | 916 | −27,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41 724 | −23,05 | 2 046 | −23,98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4 236 | −1,44 | 208 | −2,82 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15 186 | −19,55 | 745 | −20,51 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 9 963 | −68,24 | 488 | −68,64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 288 | −21,58 | 750 | −22,54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 294 | −35,57 | 260 | −36,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 84 506 | −27,97 | 4 143 | −28,83 | ||||
| 2025-07-10 | 13F | Security National Bank | 1 058 | −73,93 | 52 | −74,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 022 | −1,71 | 687 | −2,83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14 067 | −45,13 | 690 | −45,83 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 001 | −21,49 | 588 | −22,43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 026 | −62,80 | 541 | −63,27 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 332 078 | −3,43 | 16 282 | −4,58 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11 608 | −11,19 | 569 | −14,82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22 447 | −42,51 | 1 101 | −43,21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7 475 | −23,06 | 366 | −24,07 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 21 286 | −41,52 | 1 044 | −42,22 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 14 294 | −33,63 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 279 910 | −27,25 | 14 | −31,58 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 180 599 | −3,83 | 8 855 | −4,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 145 095 | −19,12 | 7 114 | −20,08 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15 166 | −49,93 | 744 | −50,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180 917 | −3,74 | 8 870 | −4,88 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 78 929 | −45,82 | 4 | −57,14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 330 | −43,70 | 408 | −44,41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101 282 | −29,52 | 4 966 | −30,36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86 396 | −24,19 | 4 236 | −25,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 35 763 | −55,75 | 1 753 | −56,28 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22 513 | −2,15 | 1 104 | −3,33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 52 178 | −10,59 | 2 558 | −11,64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 11 956 | −91,58 | 586 | −91,68 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502 680 | −8,52 | 24 646 | −9,61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122 830 | −6,44 | 6 022 | −7,55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32 947 | −7,26 | 1 615 | −8,34 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 32 | −97,15 | 2 | −98,18 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4 487 | −57,61 | 220 | −58,29 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 293 134 | −21,67 | 112 432 | −22,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31 039 | −13,05 | 1 522 | −14,98 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 63 790 | −0,64 | 3 128 | −1,82 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 51 195 | −18,37 | 2 510 | −19,34 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 85 211 | −1,64 | 4 178 | −2,82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94 276 | −27,19 | 4 622 | −28,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58 604 | −0,08 | 2 873 | −1,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 140 416 | −28,80 | 6 885 | −29,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 148 787 | −37,53 | 7 295 | −36,84 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5 190 | −28,31 | 254 | −29,25 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 38 947 | −1,49 | 1 910 | −2,65 | ||||
| 2025-07-25 | NP | FMDTX - Franklin Maryland Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | FXCTX - Franklin Connecticut Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 7 104 | −53,65 | 348 | −54,21 | ||||
| 2025-07-25 | NP | FRPAX - Franklin Pennsylvania Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11 819 | −13,53 | 579 | −14,60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37 080 | −2,70 | 1 818 | −3,81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 792 | −6,28 | 235 | −7,51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 351 684 | −2,97 | 115 303 | −4,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 000 | −15,90 | 49 | −15,52 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 79 250 | −14,96 | 3 886 | −15,96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 064 | −4,18 | 493 | −5,37 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 55 834 | −0,54 | 2 718 | −2,44 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14 282 | −8,86 | 700 | −9,91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | −14,97 | 48 | −16,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 970 763 | −21,11 | 48 | −22,95 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75 685 | −30,15 | 3 711 | −30,99 | ||||
| 2025-07-25 | NP | FMISX - Franklin Massachusetts Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | NP | FRVAX - Franklin Virginia Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 095 | −25,46 | 397 | −26,39 | ||||
| 2025-07-25 | NP | FRNJX - Franklin New Jersey Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 43 191 | −2,78 | 2 115 | −3,86 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 12 955 | −2,90 | 635 | −4,08 | ||||
| 2025-07-25 | NP | FNYTX - Franklin New York Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | FXNCX - Franklin North Carolina Tax-free Income Fund Class A1 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54 483 | −11,49 | 2 703 | −12,38 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 17 579 | −8,74 | 862 | −9,84 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18 861 | −12,67 | 925 | −13,73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25 709 | −7,98 | 1 261 | −9,09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16 583 | −14,93 | 813 | −15,93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 58 115 | −6,14 | 2 849 | −7,26 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 156 | −2,65 | 204 | −3,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216 125 | −25,94 | 10 597 | −22,29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646 226 | −1,83 | 31 684 | −1,75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624 180 | −7,04 | 30 604 | −8,15 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 64 217 | −27,74 | 3 149 | −28,60 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79 878 | −8,64 | 3 916 | −9,73 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20 929 | −0,11 | 1 026 | −1,25 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 11 886 | −88,38 | 583 | −88,54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26 021 | −2,24 | 1 276 | −3,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24 062 | −80,89 | 1 180 | −81,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114 272 | −23,50 | 5 603 | −24,41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 84 034 | −36,76 | 4 119 | −37,52 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4 467 | −49,21 | 219 | −49,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55 674 | −12,08 | 2 730 | −13,14 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 284 | −12,86 | 112 | −14,62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5 771 | −22,58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 710 516 | −5,55 | 476 107 | −6,67 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 34 996 | −2,58 | 1 716 | −3,76 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 83 560 | −24,71 | 4 097 | −25,61 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 194 856 | −29,94 | 9 554 | −30,77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 3 678 | −85,88 | 180 | −86,07 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 647 | −14,67 | 179 | −16,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 039 201 | −12,93 | 99 982 | −13,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 567 346 | −6,70 | 76 847 | −7,81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 675 | −28,01 | 720 | −28,88 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 177 | −54,37 | 205 | −55,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5 900 | −45,37 | 289 | −45,98 | |||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6 655 | −50,81 | 326 | −51,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 700 | −86,78 | 721 | −86,95 | |||
| 2025-04-23 | 13F | Sabal Trust CO | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75 869 | −1,53 | 3 720 | −2,69 | ||||
| 2025-04-30 | 13F | First Interstate Bank | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91 353 | −6,20 | 4 479 | −7,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98 419 | −87,14 | 4 825 | −87,29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106 925 | −10,43 | 5 243 | −11,50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4 404 | −10,74 | 214 | −11,62 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9 421 | −19,43 | 462 | −20,52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185 639 | −1,01 | 9 102 | −2,18 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25 664 | −10,31 | 1 258 | −11,35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | −95,46 | 17 | −95,51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12 576 | −1,12 | 617 | −2,38 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8 114 | −24,35 | 398 | −25,38 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4 713 | −19,37 | 231 | −20,34 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25 867 | −6,44 | 1 268 | −8,51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21 146 | −12,17 | 1 037 | −13,23 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 688 | −53,29 | 671 | −54,20 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56 685 | −11,91 | 2 779 | −12,94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867 590 | −0,97 | 42 538 | −2,15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11 949 | −42,32 | 586 | −43,04 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 26 701 | −0,45 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169 097 | −17,65 | 8 291 | −18,63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 255 174 | −8,11 | 12 510 | −9,20 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20 086 | −39,76 | 985 | −40,51 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148 846 | −26,21 | 7 298 | −27,09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6 872 | −78,41 | 337 | −78,72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 52 009 | −4,94 | 2 550 | −6,04 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16 755 | −2,93 | 821 | −4,09 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 218 242 | −4,16 | 11 | −9,09 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 549 | −36,64 | 173 | −37,91 | ||||
| 2025-04-10 | 13F | Long Run Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23 976 | −26,42 | 1 176 | −27,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 311 | −19,70 | 1 083 | −20,19 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 34 660 | −4,67 | 1 699 | −5,82 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 54 320 | −5,69 | 2 663 | −6,82 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 23 363 | −10,31 | 1 145 | −11,38 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4 376 | −5,81 | 215 | −6,96 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 36 126 | −0,44 | 1 771 | −1,61 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 398 | −37,92 | 216 | −38,75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5 626 | −43,23 | 276 | −43,99 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23 639 | −11,78 | 1 159 | −12,79 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 35 592 | −3,68 | 1 745 | −4,80 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 287 579 | −1,55 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 665 | −87,11 | 229 | −87,30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 47 223 | −4,49 | 2 315 | −5,63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 594 827 | −6,45 | 78 194 | −7,56 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 110 933 | −1,25 | 5 439 | −2,40 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80 379 | −4,44 | 3 941 | −5,56 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50 710 | −7,63 | 2 486 | −8,74 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 560 | −43,72 | 565 | −44,65 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6 163 | −44,03 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | −22,39 | 3 | −33,33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699 132 | −0,84 | 34 278 | −2,02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 162 | −49,53 | 8 | −46,67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 497 | −3,24 | 564 | −3,10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675 264 | −12,89 | 33 108 | −13,92 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 59 456 | −9,17 | 2 915 | −10,22 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52 205 | −30,68 | 2 560 | −31,50 | ||||
| 2025-08-07 | 13F | Commerce Bank | 39 398 | −10,09 | 1 932 | −11,18 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 7 766 | −4,99 | 381 | −6,17 | ||||
| 2025-07-22 | NP | DMFFX - Destinations Municipal Fixed Income Fund Class I | 106 806 | −53,99 | 5 212 | −55,68 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87 658 | −5,35 | 4 298 | −6,49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 871 298 | −2,79 | 336 900 | −3,95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23 640 | −25,35 | 1 159 | −26,23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11 095 | −78,29 | 544 | −78,58 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3 699 419 | −29,23 | 181 383 | −30,07 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 148 779 | −32,32 | 7 295 | −33,13 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28 753 | −1,54 | 1 410 | −2,69 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 575 009 | −0,69 | 28 193 | −1,87 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 154 575 | −12,10 | 7 579 | −13,15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 5 816 | −0,14 | 285 | −1,04 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 53 583 | −8,77 | 2 627 | −9,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12 128 | −20,08 | 595 | −21,12 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61 434 | −29,51 | 3 | −25,00 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 166 672 | −27,73 | 8 | −27,27 |
