Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 52 328 | −15,77 | 15 | −6,67 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 23 104 | −0,06 | 6 592 | 10,92 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 674 | −1,41 | 479 | 9,86 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 832 | −24,21 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 51 646 | −8,52 | 15 | 0,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 560 | −0,53 | 1 016 | 10,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 255 | −6,01 | 929 | 4,27 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 153 000 | −0,57 | 43 651 | 10,37 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 43 829 | −2,38 | 12 504 | 8,35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 765 | −5,16 | 6 210 | 5,27 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 615 | −15,56 | 1 602 | −6,32 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 913 | −8,61 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 248 | −14,94 | 1 212 | −5,61 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 50 574 | −1,31 | 14 429 | 9,54 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 55 152 | −7,11 | 15 735 | 3,11 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 5 275 | −5,38 | 1 356 | −9,85 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 47 831 | −0,58 | 13 646 | 10,36 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 295 334 | −1,68 | 84 259 | 9,14 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 12 579 | −2,22 | 3 589 | 8,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 486 | −0,80 | 424 | 9,87 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 4 536 | −3,35 | 1 294 | 7,30 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 736 | −1,25 | 4 489 | 9,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132 893 | −1,86 | 38 | 8,82 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 254 442 | −3,53 | 72 592 | 108 246,27 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9 784 | −2,17 | 2 791 | 8,60 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 31 067 | −1,28 | 8 863 | 19,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 54 975 | −18,24 | 15 685 | −9,25 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 558 252 | −1,39 | 159 743 | 9,78 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 6 040 | −2,74 | 1 723 | 7,96 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 761 | −6,40 | 218 | 4,33 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1 763 | −0,23 | 504 | 11,01 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 11 344 | −15,26 | 3 236 | −5,93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 678 | −6,93 | 1 620 | 16,31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 31 077 | −16,80 | 9 137 | −4,82 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2 625 | −38,00 | 749 | −31,25 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 37 421 | −1,55 | 10 676 | 9,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 035 | −3,46 | 1 722 | 2,14 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 227 | −29,36 | 350 | −21,52 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 245 | −21,30 | 2 067 | −12,64 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 4 521 | −7,41 | 1 290 | 2,71 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 763 | −14,38 | 1 359 | −4,97 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 40 433 | −6,89 | 11 641 | 9,20 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 076 | −9,04 | 307 | 0,66 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 36 894 | −0,41 | 10 526 | 10,55 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 3 322 | −17,96 | 948 | −8,94 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 18 164 | −15,79 | 5 182 | −6,53 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 4 821 | −16,79 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 583 | −1,31 | 452 | 9,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4 021 | −12,51 | 1 147 | −2,88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 850 | −1,73 | 243 | 9,01 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 146 | −1,07 | 900 | 10,16 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5 091 | −14,05 | 1 452 | −4,60 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 9 325 | −0,51 | 2 660 | 132 900,00 | ||||
| 2025-04-10 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 771 | −11,33 | 791 | 9,27 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 710 | −5,71 | 773 | 4,74 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 432 707 | −4,92 | 123 451 | 5,54 | ||||
| 2025-04-21 | 13F | Hoge Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 8 065 | −0,25 | 2 301 | 10,68 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 27 834 | −27,90 | 7 941 | −19,97 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 1 758 | −10,08 | 502 | −1,18 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 059 | −24,84 | 311 | −8,80 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 770 | −4,94 | 220 | 5,29 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 359 | −4,68 | 2 964 | 6,12 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 876 | −1,05 | 535 | 9,86 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 603 | −1,52 | 1 313 | 9,33 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 52 725 | −2,81 | 15 042 | 7,87 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 3 067 | −1,51 | 875 | 9,38 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 41 385 | −5,18 | 11 807 | 5,24 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 607 | −9,54 | 173 | 0,58 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 52 216 | −1,28 | 14 897 | 9,59 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 9 076 | −11,18 | 2 589 | −1,41 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16 598 | −12,51 | 4 735 | −2,89 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 46 680 | −2,64 | 13 318 | 8,07 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 34 | −15,00 | 10 | −10,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 1 584 | −1,43 | 452 | 14,47 | ||||
| 2025-08-04 | 13F | Balentine LLC | 604 047 | −48,30 | 172 335 | −42,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 2 365 | −0,63 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 307 | −7,81 | 87 | 1,18 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 352 | −4,86 | 386 | 5,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 565 | −1,35 | 3 585 | 9,50 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4 626 | −2,30 | 1 320 | 8,38 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 225 | −3,85 | 64 | 6,67 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6 710 | −1,24 | 1 914 | 9,62 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7 131 | −1,49 | 2 035 | 9,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 304 457 | −1,34 | 86 862 | 9,51 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 21 825 | −0,82 | 6 227 | 10,08 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 59 | −6,35 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 969 | −3,67 | 847 | 6,94 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 817 | −15,34 | 233 | −6,05 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Farrell Financial LLC | 55 719 | −2,50 | 15 897 | 8,23 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 855 | −0,12 | 244 | 3,85 | ||||
| 2025-08-06 | 13F | Simmons Bank | 28 821 | −2,59 | 8 223 | 8,13 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 108 | −0,89 | 1 457 | 10,05 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 5 581 | −50,00 | 1 592 | −44,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 77 736 | −1,80 | 22 178 | 9,00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11 394 | −2,40 | 3 251 | 8,33 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 928 | −16,70 | 265 | −7,69 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 26 935 | −64,85 | 7 685 | −60,98 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 384 | −4,68 | 966 | 5,81 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 165 286 | −1,00 | 47 156 | 9,89 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 38 962 | −16,85 | 11 116 | −7,71 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 3 221 | −10,45 | 921 | −0,43 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 13 936 | −50,61 | 3 976 | −45,19 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3 807 | −44,20 | 1 086 | −38,05 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 10 771 | −0,48 | 3 073 | 10,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 5 361 | −4,46 | 1 530 | 6,03 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 2 044 | −1,97 | 583 | 8,97 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 5 700 | −27,28 | 1 626 | −19,27 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 432 707 | −4,92 | 123 451 | 5,54 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 70 907 | −4,99 | 20 290 | 5,77 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 4 082 | −0,05 | 1 164 | 10,96 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 452 | −4,11 | 700 | 6,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12 570 | −1,80 | 3 586 | 9,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 055 | −13,81 | 287 | −3,38 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 2 008 | −20,63 | 573 | −12,00 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5 266 | −3,41 | 1 507 | 7,49 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16 042 | −0,76 | 4 577 | 10,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 222 | −3,28 | 1 205 | 7,40 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 9 428 | −0,48 | 2 690 | 17,37 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 37 841 | −3,84 | 10 796 | 6,74 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 8 360 | −43,49 | 2 385 | −37,27 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 376 | −52,28 | 107 | −47,03 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6 373 | −5,39 | 1 818 | 5,03 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 181 | −24,90 | 52 | −17,74 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 5 474 | −0,07 | 1 562 | 10,87 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28 689 | −4,42 | 8 185 | 6,09 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14 330 | −0,28 | 4 088 | 10,70 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 19 648 | −1,45 | 5 606 | 9,39 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 | −92,42 | 2 | −94,12 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 877 | −2,45 | 250 | 8,23 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 608 | −0,33 | 173 | 10,90 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 615 | −6,05 | 1 | 0,00 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 48 105 | −4,26 | 13 724 | 6,27 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25 619 | −1,95 | 7 314 | 8,92 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 908 | −11,50 | 258 | −1,90 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 305 | −18,46 | 2 655 | −9,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 828 | −74,89 | 1 | −100,00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 546 | −1,09 | 1 297 | 9,74 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 743 | −9,61 | 212 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 13 337 | −2,11 | 3 805 | 8,68 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 781 | −0,17 | 5 644 | 10,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 577 | −5,51 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 186 | −0,59 | 909 | 10,33 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 97 688 | −1,00 | 25 109 | −5,65 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 2 784 | −0,43 | 802 | 23,96 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 22 802 | −0,86 | 6 505 | 10,05 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 39 251 | −28,72 | 11 198 | −20,88 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 547 | −0,07 | 2 438 | 10,92 | ||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 2 320 | −4,13 | 662 | 6,27 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 13 941 | −0,01 | 3 977 | 11,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 36 244 | −0,46 | 10 340 | 10,48 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 23 093 | −4,41 | 7 | 0,00 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 913 | −0,05 | 546 | 11,00 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 041 825 | −0,22 | 297 233 | 10,75 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 392 816 | −1,72 | 112 070 | 9,09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 565 789 | −1,37 | 446 720 | 9,47 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 402 | −7,61 | 1 541 | 2,60 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 546 | −10,49 | 1 531 | 880,77 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 642 | −28,17 | 468 | −20,27 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 38 141 | −28,00 | 10 882 | −20,09 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 358 | −2,51 | 387 | 8,10 | ||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8 102 | −1,13 | 2 312 | 9,73 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2 127 | −9,76 | 547 | −14,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 949 | −24,54 | 13 148 | −16,00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 966 | −9,44 | 1 533 | −13,68 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 84 325 | −1,40 | 24 058 | 9,44 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 19 119 | −10,08 | 5 455 | −0,18 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 33 123 | −2,33 | 9 450 | 8,41 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 70 | −84,88 | 20 | −83,90 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 14 087 | −3,76 | 4 031 | 7,15 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 861 | −36,32 | 246 | −29,39 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4 926 | −2,92 | 1 405 | 7,75 | ||||
| 2025-07-18 | 13F | United Bank | 1 226 | −47,76 | 350 | −42,12 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 909 | −81,67 | 259 | −79,56 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 804 | −70,85 | 229 | −67,66 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1 287 | −19,36 | 367 | −10,49 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25 044 | −12,02 | 7 145 | −2,34 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1 214 | −25,93 | 347 | −17,81 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 1 037 | −1,05 | 296 | 9,67 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 267 | −0,83 | 647 | 10,05 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 6 056 | −68,53 | 1 728 | −65,08 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 5 290 | −25,62 | 1 509 | −17,41 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 186 | −8,86 | 1 480 | 1,16 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 102 | −3,67 | 314 | 6,80 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 535 | −1,90 | 726 | 15,81 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 219 163 | −6,24 | 62 527 | 4,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 438 | −0,67 | 2 693 | 5,07 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 507 | −0,68 | 4 139 | 10,23 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 38 220 | −0,25 | 10 904 | 10,72 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 9 275 | −0,37 | 2 646 | 10,62 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 13 127 | −0,98 | 3 745 | 9,92 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 141 | −0,50 | 1 467 | 10,47 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 5 619 | −6,38 | 1 603 | 3,96 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 12 934 | −23,44 | 3 690 | −15,02 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 984 | −28,18 | 281 | −20,45 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 1 245 | −2,43 | 356 | 8,87 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 1 725 | −12,66 | 492 | −2,96 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 397 | −42,20 | 398 | −35,91 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 71 | −52,67 | 20 | −47,37 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 943 727 | −16,93 | 554 545 | −7,79 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 71 721 | −0,57 | 20 648 | 15,78 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 24 447 | −2,71 | 6 975 | 7,99 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 1 220 | −23,03 | 348 | −14,50 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 432 707 | −4,92 | 123 451 | 5,54 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 024 | −4,03 | 292 | 6,57 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16 012 | −1,14 | 4 568 | 9,75 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 787 211 | −3,86 | 224 591 | 6,71 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 564 | −0,06 | 1 017 | 10,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 174 | −0,35 | 12 318 | 10,62 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 268 518 | −0,36 | 76 608 | 10,60 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 832 | −7,30 | 1 664 | 2,84 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 623 | −4,13 | 3 031 | 6,39 | ||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 57 706 | −30,68 | 16 463 | −23,06 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 55 768 | −2,69 | 15 911 | 8,01 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 21 719 | −0,61 | 6 196 | 10,33 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 49 111 | −15,19 | 14 011 | −5,87 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 817 | −0,49 | 233 | 10,43 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 701 | −11,69 | 1 341 | −1,97 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 057 | −2,67 | 302 | 7,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19 274 | −0,62 | 5 499 | 10,29 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 3 554 | −3,16 | 1 014 | 7,42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 212 | −2,10 | 916 | 8,66 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 701 | −75,96 | 1 344 | −73,25 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 243 | −0,53 | 1 781 | 10,42 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 311 394 | −0,10 | 88 841 | 10,89 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 426 | −0,61 | 1 263 | 10,31 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 449 | −0,34 | 413 | 10,72 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 46 938 | −2,18 | 13 391 | 8,58 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 792 | −2,98 | 511 | 7,81 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 12 623 | −13,05 | 3 601 | −3,48 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 939 | −17,99 | 268 | −9,18 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 8 132 | −4,71 | 2 320 | 5,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 061 | −1,90 | 9 432 | 8,90 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 748 | −7,54 | 213 | 2,90 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 725 | −17,27 | 492 | −8,21 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 955 | −22,67 | 272 | −11,11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 116 890 | −0,39 | 33 349 | 10,56 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 24 224 | −7,31 | 6 911 | 2,89 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 206 179 | −0,19 | 58 823 | 10,79 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 037 | −13,43 | 581 | −3,81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 43 740 | −7,81 | 12 479 | 2,34 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 235 | −11,69 | 638 | −2,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 473 129 | −1,24 | 134 984 | 9,62 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Mayport, Llc | 29 060 | −0,10 | 8 291 | 10,87 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 15 000 | −4,92 | 4 279 | 5,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 800 963 | −1,35 | 228 534 | 9,46 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 596 | −4,69 | 1 026 | 5,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395 745 | −0,08 | 113 | 10,89 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 097 | −30,39 | 313 | −22,72 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 440 | −15,12 | 2 695 | −5,77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 653 | −28,95 | 757 | −21,17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1 022 | −1,45 | 292 | 4,30 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 754 | −8,16 | 215 | 1,90 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 1 637 | −1,98 | 467 | 8,86 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 50 147 | −3,72 | 14 349 | 7,19 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 441 | −2,28 | 696 | 8,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 186 108 | −1,29 | 53 711 | 10,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 482 | −4,47 | 2 135 | 6,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 10 300 | −51,87 | 2 939 | −46,58 | |||
| 2025-08-14 | 13F | Certified Advisory Corp | 702 | −21,74 | 200 | −13,04 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 2 350 | −0,17 | 670 | 10,93 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23 849 | −2,17 | 6 804 | 8,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 800 | −47,76 | 3 652 | −42,02 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 104 807 | −2,04 | 29 990 | 9,06 | ||||
| 2025-08-13 | 13F | Capital International Investors | 723 | −37,67 | 206 | −30,74 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 561 | −0,91 | 1 301 | 9,97 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 257 | −23,53 | 1 500 | −15,17 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 51 216 | −44,12 | 14 612 | −37,97 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 686 | −33,89 | 766 | −26,63 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 28 669 | −4,12 | 8 179 | 6,43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 319 | −7,50 | 1 232 | 2,75 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 11 948 | −5,22 | 3 409 | 5,19 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 341 | −1,16 | 97 | 10,23 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24 798 | −12,28 | 7 130 | −1,89 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 193 | −1,48 | 911 | 9,38 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 4 098 | −1,89 | 1 169 | 8,95 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 981 | −12,16 | 1 706 | −2,51 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15 478 | −0,15 | 4 416 | 10,82 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6 506 | −0,76 | 1 856 | 10,15 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 268 | −0,77 | 3 500 | 10,17 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 365 | −7,20 | 1 531 | 2,62 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 024 | −3,16 | 1 433 | 7,50 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 628 | −8,45 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 658 | −1,23 | 1 329 | 9,57 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 11 709 | −0,61 | 3 341 | 10,30 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 135 139 | −6,36 | 38 555 | 3,94 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 52 545 | −1,29 | 14 991 | 9,58 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 051 | −4,83 | 870 | 5,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 938 | −5,06 | 268 | 5,53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 83 545 | −2,10 | 23 835 | 8,67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 788 | −42,48 | 226 | −36,08 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 88 836 | −0,66 | 25 345 | 10,26 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 5 265 | −49,64 | 1 502 | −44,08 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 455 | −2,59 | 986 | 8,12 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5 392 | −1,43 | 1 538 | 9,47 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 926 615 | −2,98 | 834 963 | 7,70 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 16 025 | −0,34 | 4 572 | 10,60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 484 | −0,59 | 6 700 | 10,34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 959 | −17,26 | 274 | −8,08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 407 | −1,38 | 3 255 | 4,33 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 471 | −1,74 | 420 | 9,11 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2 978 | −4,92 | 850 | 5,47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 152 | −1,29 | 329 | 9,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 591 614 | −0,68 | 3 592 387 | 10,24 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 15 473 | −6,78 | 4 414 | 3,47 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 975 | −0,20 | 579 | 14,88 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 43 470 | −17,42 | 12 906 | −12,06 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 666 | −0,49 | 1 331 | 10,46 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 21 990 | −2,27 | 6 274 | 8,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 17 346 | −1,53 | 4 949 | 9,30 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49 522 | −0,89 | 14 129 | 10,01 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 51 476 | −0,73 | 8 041 | 9,49 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 860 | −1,15 | 245 | 9,87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 113 825 | −0,40 | 32 485 | 10,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 61 895 | −0,81 | 17 659 | 10,10 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 751 | −33,19 | 214 | −25,69 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 | −99,94 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 6 533 | −2,83 | 1 864 | 7,81 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 340 | −2,58 | 97 | 8,99 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 44 691 | −0,46 | 12 750 | 10,49 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 43 | −36,76 | 12 | −29,41 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 910 | −56,35 | 259 | −49,32 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 716 | −31,22 | 205 | −23,60 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 450 | −2,17 | 128 | 8,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 193 838 | −10,29 | 55 259 | −0,52 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 116 786 | −1,88 | 33 321 | 8,91 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 271 | −3,90 | 77 | 6,94 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 104 | −85,52 | 30 | −84,24 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 1 526 | −5,63 | 435 | 4,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 114 | −5,07 | 603 | 5,42 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19 990 | −47,21 | 6 | −44,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 53 | −81,97 | 15 | −21,05 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 1 378 | −12,12 | 393 | −2,48 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 408 | −4,14 | 687 | 6,51 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15 758 | −11,31 | 4 496 | −1,55 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 518 733 | −2,04 | 147 994 | 8,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 112 349 | −15,57 | 32 053 | −6,29 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 372 042 | −3,55 | 106 144 | 7,06 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 649 | −3,62 | 471 | 7,06 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6 032 | −5,88 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 136 985 | −7,95 | 39 082 | 2,18 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 337 | −31,12 | 382 | −23,49 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 757 | −11,36 | 216 | −1,83 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 783 | −20,91 | 1 650 | −12,24 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1 889 | −9,79 | 539 | 0,00 | ||||
| 2025-05-06 | 13F | Unison Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 8 590 | −3,01 | 2 451 | 7,64 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 874 | −15,47 | 249 | −6,04 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 779 | −0,76 | 222 | 10,45 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 1 093 | −6,42 | 312 | 3,67 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 1 191 | −6,37 | 340 | 1,50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 160 826 | −2,46 | 45 884 | 8,27 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2 258 | −0,53 | 644 | 10,46 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 968 | −0,10 | 276 | 10,84 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13 388 | −1,11 | 3 820 | 9,77 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 15 495 | −5,14 | 4 421 | 5,29 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22 890 | −2,14 | 6 531 | 8,63 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6 848 | −18,01 | 1 954 | −8,99 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 1 162 | −80,79 | 332 | −78,70 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 10 023 | −0,13 | 2 861 | 10,90 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 2 982 | −0,03 | 851 | 10,97 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26 489 | −2,24 | 7 557 | 8,52 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 3 154 | −0,03 | 900 | 10,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 378 | −7,04 | 964 | 3,10 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 96 550 | −2,00 | 27 634 | 9,13 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1 057 | −1,40 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 1 921 | −26,90 | 548 | −18,81 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 56 867 | −1,74 | 16 224 | 9,07 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bank OZK | 2 157 | −23,10 | 615 | −14,58 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 10 410 | −9,56 | 2 970 | 0,37 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 973 | −0,03 | 848 | 10,99 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 609 | −97,08 | 744 | −96,76 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 779 | −3,47 | 4 502 | 7,14 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 37 997 | −3,23 | 10 841 | 7,41 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 011 | −3,18 | 859 | 7,51 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 375 | −0,63 | 1 572 | 12,45 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 294 | −50,34 | 84 | −45,39 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 0 | −100,00 | 0 |
