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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 14 484 | −10,51 | 947 | −8,95 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 51 465 | −50,24 | 3 363 | −49,34 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 016 | −3,51 | 393 | −1,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 121 510 | −1,58 | 7 935 | 0,14 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 19 144 | −0,18 | 1 251 | 1,62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 485 | −0,60 | 162 | 1,25 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 189 360 | −0,53 | 12 375 | 1,25 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 21 614 | −47,34 | 1 409 | −45,45 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 22 883 | −23,88 | 1 495 | −22,54 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 8 171 | −0,85 | 1 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 344 175 | −1,57 | 22 492 | 0,19 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 66 817 | −1,74 | 4 366 | 109 050,00 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 591 | −31,91 | 39 | −30,91 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 11 964 | −67,52 | 767 | −68,07 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 46 288 | −0,20 | 3 025 | 1,58 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 15 090 | −47,20 | 986 | −46,24 | ||||
| 2025-05-13 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 36 875 | −9,07 | 2 410 | −7,45 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 37 817 | −0,03 | 2 471 | 1,77 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 24 757 | −1,33 | 1 618 | 0,43 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 355 661 | −24,24 | 23 242 | −22,88 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11 648 | −2,68 | 761 | −0,91 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 89 | −31,01 | 6 | −37,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 235 501 | −0,09 | 80 740 | 1,70 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 993 | −21,01 | 261 | −19,75 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 26 498 | −74,95 | 2 | −83,33 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 28 224 | −34,85 | 1 809 | −35,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 28 | −66,67 | 2 | −80,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 33 004 | −2,29 | 2 157 | −0,55 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-02 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 207 | −59,57 | 14 | −59,37 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 65 106 | −1,93 | 4 255 | −0,16 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 6 020 | −12,88 | 393 | −11,29 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 317 | −13,39 | 21 | −13,04 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 51 710 | −21,41 | 3 379 | −20,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 019 | −23,59 | 393 | −22,18 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 110 200 | −74,99 | 7 202 | −74,55 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 70 286 | −1,02 | 4 593 | 0,77 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 104 216 | −15,51 | 6 811 | −14,00 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 637 | −2,08 | 499 | −0,20 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 366 | −5,31 | 351 | −3,58 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43 815 | −12,72 | 2 863 | −11,14 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 28 575 | −26,12 | 1 867 | −24,81 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 474 | −26,74 | 781 | −28,37 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12 348 | −14,49 | 807 | −13,05 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 166 992 | −1,35 | 10 913 | 0,41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 98 490 | −88,52 | 6 436 | −88,31 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8 086 | −4,32 | 528 | −2,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 562 | −5,76 | 756 | −3,82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 46 | −57,41 | 3 | −66,67 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 19 634 | −1,19 | 1 283 | 0,63 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 757 | −13,27 | 507 | −11,85 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5 758 | −15,87 | 376 | −14,35 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 371 527 | −0,22 | 24 279 | 1,57 | ||||
| 2025-04-21 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 9 419 | −83,14 | 612 | −82,93 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 436 734 | −1,49 | 28 541 | 0,28 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 29 090 | −2,53 | 1 901 | −0,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 877 | −17,39 | 319 | −16,09 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 11 440 | −10,24 | 748 | −8,68 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 30 318 | −54,49 | 1 981 | −53,67 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3 456 | −8,84 | 226 | −7,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49 070 | −51,31 | 3 201 | −50,52 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 28 173 | −2,90 | 1 841 | −1,13 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 17 460 | −41,33 | 1 141 | −40,26 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 030 | −10,48 | 263 | −5,40 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 102 612 | −15,65 | 6 706 | −14,14 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 7 019 | −17,37 | 459 | −15,96 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 12 647 | −71,42 | 826 | −70,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 360 708 | −1,17 | 88 922 | 0,60 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12 835 | −57,91 | 839 | −56,94 | ||||
| 2025-07-16 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gotham Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 180 414 | −45,14 | 11 790 | −44,16 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 20 716 | −3,34 | 1 354 | −1,60 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 093 | −2,38 | 594 | −0,67 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 45 122 | −8,68 | 2 949 | −7,06 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 367 | −39,42 | 220 | −38,20 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 78 518 | −0,35 | 5 131 | 1,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 423 | −19,88 | 93 | −19,30 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 25 414 | −61,73 | 1 661 | −61,05 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 535 | −0,31 | 0 | |||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 9 471 | −4,36 | 619 | −2,68 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 7 456 | −90,22 | 487 | −90,05 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 21 738 | −0,98 | 1 421 | 0,78 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Varma Mutual Pension Insurance Co | 1 250 000 | −39,02 | 81 688 | −37,93 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 84 492 | −0,31 | 5 522 | 1,47 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 197 | −3,03 | 274 | −1,08 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3 048 | −13,87 | 199 | −12,33 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 619 | −0,07 | 1 413 | 1,73 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 52 389 | −16,95 | 3 424 | −15,46 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 103 236 | −1,31 | 6 746 | 0,46 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 3 823 | −97,54 | 250 | −97,51 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 152 761 | −29,86 | 9 983 | −28,60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 11 055 | −0,81 | 722 | 0,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 116 118 | −38,81 | 72 941 | −37,72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7 401 | −32,89 | 0 | |||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 374 492 | −1,92 | 24 473 | −0,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 178 067 | −0,02 | 11 637 | 1,77 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 17 075 | −7,31 | 1 116 | −5,67 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 31 669 | −0,89 | 2 070 | 0,88 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 790 | −9,70 | 574 | −8,01 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 085 | −19,33 | 71 | −18,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 150 | −86,36 | 10 | −87,14 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 570 | −5,46 | 691 | −3,77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 119 | −34,79 | 73 | −32,41 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 291 | −66,00 | 19 | 5,56 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 68 659 | −4,61 | 4 | 0,00 | ||||
| 2025-05-30 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 197 946 | −1,12 | 12 708 | 0,52 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 193 | −5,95 | 731 | −2,66 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 242 492 | −3,13 | 15 847 | −4,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 704 009 | −1,58 | 46 007 | 0,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52 523 | −1,44 | 3 432 | 0,32 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 721 520 | −26,03 | 47 151 | −24,71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 42 324 | −1,20 | 2 766 | 0,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 851 | −17,12 | 840 | −15,68 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 73 591 | −42,53 | 4 809 | −41,50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 319 | −0,33 | 217 | 1,88 | ||||
| 2025-04-23 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 45 708 | −43,03 | 2 987 | −42,01 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 43 671 | −1,32 | 2 854 | 0,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 598 | −23,54 | 170 | −22,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 469 300 | −11,30 | 96 | −9,43 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 125 526 | −17,08 | 8 203 | −15,60 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 44 | −25,42 | 3 | −33,33 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 5 367 | −5,09 | 351 | −3,58 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8 875 | −3,24 | 580 | −1,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33 910 | −40,28 | 2 216 | −39,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 44 656 | −12,88 | 2 918 | −9,83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 904 | −2,69 | 379 | −1,04 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 53 263 | −2,85 | 3 481 | −1,11 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 35 554 | −0,35 | 2 317 | 1,18 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 555 436 | −1,29 | 36 298 | 0,48 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 68 057 | −4,08 | 4 400 | −3,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 586 | −36,24 | 38 | −34,48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Note Advisors, LLC | 11 001 | −16,51 | 719 | −15,03 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 31 647 | −44,88 | 2 068 | −43,88 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 56 920 | −0,67 | 3 720 | 1,11 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 389 | −78,84 | 25 | −78,63 |
