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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Navigoe, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 115 238 | −2,87 | 156 603 | −2,15 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 46 851 | −0,13 | 2 355 | 0,64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 68 760 | −11,21 | 3 457 | −10,56 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140 069 | −7,25 | 7 041 | −6,56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 722 | −12,54 | 87 | −12,24 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23 276 | −5,39 | 1 170 | −4,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 372 | −39,69 | 320 | −39,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 471 | −10,78 | 225 | −10,40 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10 124 | −20,44 | 509 | −19,87 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 235 | −1,20 | 62 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 118 095 | −8,16 | 6 | −16,67 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 160 646 | −0,14 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 98 277 | −4,26 | 4 940 | −3,55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 345 | −7,37 | 68 | −4,29 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5 119 | −2,29 | 257 | −1,53 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 5 088 | −8,14 | 256 | −7,61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18 787 | −6,16 | 944 | −5,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13 776 | −21,83 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | −47,64 | 5 | −44,44 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 62 | −4,62 | 3 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 38 359 | −3,87 | 1 928 | −3,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11 703 | −1,82 | 588 | −1,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 184 918 | −0,48 | 9 296 | 0,26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 22 999 | −0,19 | 1 156 | 0,61 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 50 836 | −3,61 | 2 556 | −2,89 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 309 311 | −1,62 | 15 549 | −0,89 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 56 981 | −0,29 | 2 864 | 0,46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 101 983 | −2,74 | 5 127 | −2,03 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 27 976 | −0,33 | 1 406 | 0,43 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 5 453 | −16,00 | 274 | −15,17 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 228 | −4,65 | 665 | −4,05 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20 598 | −49,25 | 1 026 | −49,18 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 45 679 | −2,52 | 2 294 | 0,13 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | ETF Store, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 17 008 | −1,39 | 855 | −0,58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 251 | −83,33 | 13 | −84,00 | ||||
| 2025-04-09 | 13F | McLean Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 211 583 | −0,28 | 10 636 | 0,46 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 223 566 | −31,14 | 61 509 | −30,69 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 7 456 | −75,78 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 8 231 | −1,79 | 414 | −1,20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 714 | −2,41 | 286 | −2,40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13 577 | −16,83 | 683 | −16,22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 39 145 | −10,65 | 1 968 | −10,02 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 49 913 | −1,59 | 2 509 | −0,83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 48 949 | −30,20 | 2 461 | −29,69 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 8 536 | −14,03 | 429 | −13,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 180 619 | −11,64 | 9 080 | −10,89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51 478 | −24,19 | 2 587 | −24,00 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 501 973 | −11,12 | 25 234 | −10,46 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 411 | −70,88 | 574 | −70,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131 311 | −46,50 | 6 601 | −46,10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 189 | −42,07 | 311 | −41,65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 104 154 | −20,45 | 5 236 | −19,87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20 490 | −2,47 | 1 021 | −2,58 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 22 631 | −1,64 | 1 138 | −0,96 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 28 738 | −2,56 | 1 445 | −1,84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 14 596 | −92,88 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 383 581 | −0,33 | 19 283 | 0,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 914 | −10,13 | 247 | −9,19 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 20 535 | −7,37 | 1 032 | −6,69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18 330 | −8,06 | 921 | −7,34 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 333 | −4,66 | 117 | −4,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20 781 | −28,98 | 1 045 | −28,49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 84 618 | −2,86 | 4 254 | −2,14 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 18 405 | −1,74 | 925 | −0,96 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 205 264 | −3,09 | 60 589 | −2,37 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Five Oceans Advisors | 6 560 | −3,12 | 330 | −2,37 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189 305 | −39,72 | 9 516 | −39,28 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 42 137 | −8,97 | 2 118 | −8,27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13 442 | −0,39 | 676 | 0,30 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 95 897 | −49,46 | 4 821 | −49,09 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 15 825 | −50,64 | 796 | −50,28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42 277 | −17,08 | 2 125 | −16,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 037 | −23,17 | 454 | −22,53 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 163 | −19,05 | 812 | −18,47 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 310 | −71,51 | 569 | −71,31 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 21 569 | −11,65 | 1 084 | −11,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 004 | −1,72 | 201 | −0,99 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16 065 | −73,05 | 808 | −72,86 | ||||
| 2025-07-10 | 13F | Security National Bank | 86 | −8,51 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 98 | −1,01 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56 177 | −0,56 | 2 824 | 0,18 | ||||
| 2025-08-12 | 13F | Ames National Corp | 86 650 | −6,53 | 4 356 | −5,84 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 24 226 | −3,22 | 1 218 | −2,56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 85 938 | −12,41 | 4 320 | −11,75 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 42 697 | −7,41 | 2 146 | −6,74 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 61 925 | −8,71 | 3 113 | −8,04 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 16 298 | −10,70 | 819 | −10,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 296 | −9,53 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 47 977 | −3,99 | 2 412 | −3,29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13 516 | −29,19 | 679 | −28,68 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 24 738 | −9,08 | 1 244 | −8,40 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4 827 | −53,21 | 243 | −52,92 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4 355 | −14,24 | 219 | −13,83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 310 | −2,86 | 317 | −2,16 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 95 426 | −5,50 | 4 797 | −4,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 958 | −11,21 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 46 671 | −4,01 | 2 346 | −3,30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 083 | −72,57 | 406 | −72,38 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 953 | −8,45 | 48 | −7,84 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 10 325 | −1,16 | 519 | −0,38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 038 | −7,43 | 0 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 41 556 | −0,97 | 2 089 | −0,24 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 78 820 | −3,28 | 3 926 | −3,44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 055 700 | −40,00 | 53 070 | −39,56 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15 589 | −8,22 | 784 | −7,56 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 30 119 | −10,79 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 22 377 | −5,86 | 1 125 | −5,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 7 176 | −4,85 | 361 | −4,26 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54 038 | −2,64 | 2 716 | −1,91 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 965 | −10,73 | 49 | −9,43 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 37 425 | −1,12 | 1 881 | −0,37 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 443 | −86,63 | 22 | −86,67 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 52 971 | −3,11 | 2 663 | −2,42 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 114 441 | −4,84 | 5 753 | −4,15 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 76 553 | −7,43 | 3 848 | −6,74 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 313 | −21,57 | 167 | −18,63 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 635 198 | −1,93 | 31 931 | −1,20 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 317 140 | −0,02 | 15 943 | 0,72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29 236 | −0,35 | 1 470 | 0,34 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 109 699 | −43,57 | 5 515 | −43,15 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 236 184 | −2,71 | 11 873 | −2,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 175 662 | −5,61 | 9 | −11,11 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 53 324 | −3,25 | 2 681 | −2,55 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 49 956 | −0,01 | 2 511 | 0,72 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 259 940 | −0,85 | 13 067 | −0,11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 15 710 | −3,68 | 790 | −2,95 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4 626 | −55,12 | 233 | −54,86 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 494 | −84,47 | 427 | −84,31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 55 243 | −1,02 | 2 777 | −0,29 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12 666 | −21,32 | 637 | −20,80 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 31 641 | −4,08 | 1 591 | −3,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 741 | −64,88 | 37 | −64,76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 294 | −27,87 | 719 | −27,33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 57 910 | −0,99 | 2 911 | −0,24 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 413 | −98,48 | 21 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 51 415 | −4,93 | 2 585 | −1,52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 131 945 | −0,11 | 6 633 | 0,62 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 131 888 | −1,61 | 6 630 | −0,88 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 22 340 | −3,62 | 1 123 | −2,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 990 | −15,11 | 502 | −14,48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 883 | −43,10 | 798 | −42,67 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 120 237 | −0,13 | 6 044 | 0,62 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 49 731 | −18,58 | 2 500 | −17,95 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 182 092 | −1,12 | 9 154 | −0,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 054 | −27,49 | 254 | −27,30 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 41 | −31,67 | 2 | 0,00 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 7 405 | −0,92 | 372 | 0,00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 131 982 | −48,44 | 6 635 | −48,07 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 83 827 | −7,60 | 4 214 | −6,92 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 69 930 | −5,97 | 3 515 | −5,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 084 | −80,73 | 658 | −80,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 146 | −0,79 | 208 | 0,00 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 26 367 | −2,26 | 1 325 | −1,56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 682 | −4,48 | 34 | −2,86 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 306 | −56,57 | 66 | −56,67 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 58 479 | −35,17 | 2 940 | −34,70 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 16 356 | −10,72 | 822 | −10,07 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4 162 | −11,31 | 209 | −10,68 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 44 296 | −0,95 | 2 227 | −0,22 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 38 254 | −5,52 | 1 923 | −0,77 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20 227 | −8,17 | 1 017 | −7,55 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 93 644 | −5,84 | 4 707 | −5,14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 30 216 | −0,14 | 1 519 | 0,60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 78 646 | −22,22 | 3 954 | −21,65 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 690 314 | −1,22 | 34 591 | −1,06 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 508 | −12,16 | 227 | −8,87 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 90 751 | −0,56 | 4 562 | −0,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 362 | −1,74 | 571 | −0,87 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4 441 | −8,83 | 223 | −8,23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 97 684 | −0,38 | 4 911 | 0,35 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 190 116 | −8,14 | 9 557 | 95 470,00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 54 147 | −16,37 | 2 722 | −15,76 | ||||
| 2025-04-30 | 13F | Optimum Investment Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96 500 | −28,31 | 4 851 | −27,72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10 258 | −85,58 | 514 | −85,58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 204 | −11,07 | 362 | −10,40 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 359 042 | −9,02 | 18 049 | −8,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 70 | −15,66 | 4 | −25,00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7 095 | −6,37 | 357 | −5,82 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7 563 | −8,45 | 380 | −7,77 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 34 555 | −55,92 | 2 | −66,67 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 22 710 | −6,03 | 1 142 | −5,31 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81 211 | −9,03 | 4 082 | −8,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16 983 | −51,83 | 854 | −51,17 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 851 922 | −1,07 | 42 826 | −0,34 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 652 | −4,22 | 284 | −3,40 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 333 252 | −1,51 | 16 753 | −0,78 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 260 | −13,09 | 516 | −12,56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 63 527 | −3,53 | 3 194 | −2,83 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 259 | −10,46 | 63 | −10,00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 154 058 | −11,94 | 7 744 | −11,28 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 21 492 | −2,80 | 1 080 | −2,09 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27 788 | −1,15 | 1 397 | −0,43 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 14 915 | −3,62 | 750 | −2,98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 67 709 | −63,25 | 3 404 | −62,98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18 581 | −35,75 | 934 | −35,27 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 626 240 | −3,22 | 31 481 | −1,33 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 15 000 | −11,76 | 754 | −11,08 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 40 206 | −9,33 | 2 021 | −7,80 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 52 543 | −3,33 | 2 619 | −3,47 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 11 684 | −15,06 | 587 | −14,43 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4 987 | −0,16 | 248 | 0,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4 518 | −13,23 | 227 | −12,36 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 078 | −1,38 | 657 | −0,61 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 354 172 | −4,26 | 17 804 | −3,55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 225 052 | −4,64 | 11 313 | −3,93 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 113 016 | −3,28 | 6 | 0,00 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 353 323 | −2,29 | 269 112 | −1,56 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 15 | −98,33 | 1 | −100,00 | ||||
| 2025-04-11 | 13F | Radnor Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 9 651 | −5,33 | 485 | −4,34 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 345 | −6,40 | 67 | −2,90 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 075 | −34,81 | 205 | −34,41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 733 107 | −14,01 | 87 | −13,00 | ||||
| 2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9 686 | −0,67 | 487 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 59 269 | −6,22 | 2 979 | −5,52 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 44 448 | −1,30 | 2 234 | −0,58 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17 930 | −10,08 | 901 | −9,45 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 331 306 | −11,69 | 17 | −11,11 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4 215 | −29,18 | 212 | −28,96 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8 700 592 | −0,15 | 437 379 | 0,59 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11 972 | −21,38 | 602 | −20,82 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 11 157 | −3,44 | 561 | −2,78 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 495 257 | −0,46 | 24 897 | 0,28 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 122 968 | −2,60 | 6 182 | −1,89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9 216 | −1,58 | 463 | −0,86 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 12 240 | −11,42 | 615 | −9,04 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 623 | −0,07 | 283 | 0,71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8 790 | −1,35 | 442 | −0,68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33 465 | −7,78 | 1 682 | −7,07 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 590 | −83,89 | 281 | −83,77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 564 | −3,65 | 1 129 | −3,67 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 912 | −1,09 | 146 | 0,00 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 4 653 | −0,41 | 234 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322 786 | −5,05 | 16 227 | −4,34 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 19 813 | −5,67 | 996 | −5,06 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 766 010 | −20,75 | 38 507 | −20,16 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 289 | −59,47 | 15 | −60,00 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 117 | −55,34 | 6 | −61,54 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6 446 | −0,98 | 324 | 0,00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182 988 | −0,17 | 9 199 | 0,57 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 310 288 | −1,80 | 15 598 | −1,07 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 106 868 | −4,25 | 5 372 | −3,54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 708 | −11,17 | 287 | −10,62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 439 854 | −6,34 | 21 931 | −6,13 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 103 839 | −0,84 | 5 220 | −0,11 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6 253 | −24,53 | 314 | −23,97 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 65 079 | −0,58 | 3 272 | 0,15 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 61 959 | −3,66 | 3 092 | −3,44 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 49 031 | −0,65 | 2 453 | −0,37 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49 550 | −9,89 | 2 491 | −9,22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 638 | −0,24 | 82 | 1,23 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 19 626 | −4,28 | 987 | −3,62 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | −71,43 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 535 | −8,39 | 27 | −10,34 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 435 | −9,19 | 22 | −8,70 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6 604 | −3,45 | 332 | −2,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20 665 | −1,13 | 1 039 | −0,48 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 122 691 | −53,95 | 6 168 | −53,61 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 339 441 | −1,25 | 17 064 | −0,52 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 11 434 | −4,33 | 575 | −3,69 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35 430 | −2,91 | 1 781 | −2,14 |
