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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 16 605 | −0,09 | 1 147 | 11,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 37 900 | −3,81 | 2 619 | 7,03 | |||
| 2025-07-30 | 13F | Wbh Advisory Inc | 469 701 | −3,21 | 32 452 | 7,69 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 81 592 | −3,65 | 5 637 | 7,21 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8 639 | −7,65 | 597 | 2,76 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 4 825 | −23,72 | 333 | −15,05 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25 821 | −0,72 | 1 784 | 10,40 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 271 724 | −48,47 | 18 773 | −42,67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92 347 | −1,20 | 6 380 | 9,92 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 619 | −96,65 | 526 | −96,28 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4 900 | −17,44 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 25 590 | −4,59 | 1 768 | 6,13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 8 058 | −1,70 | 557 | 9,23 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 935 | −3,96 | 479 | 6,92 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 374 926 | −10,15 | 26 | 0,00 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79 137 | −1,95 | 5 468 | 9,10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 862 | −2,49 | 60 | 9,26 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 3 050 | −18,73 | 211 | −9,87 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 119 653 | −7,18 | 8 267 | 3,26 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 15 771 | −6,16 | 1 090 | 4,41 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 79 868 | −0,50 | 5 518 | 10,71 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255 904 | −3,90 | 17 680 | 6,92 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 13 591 | −22,94 | 954 | −12,88 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 180 202 | −45,18 | 12 450 | −39,21 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 147 | −11,27 | 563 | −1,40 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 028 | −3,51 | 486 | 7,30 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14 858 | −58,76 | 1 027 | −54,14 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 609 765 | −6,78 | 42 129 | 3,71 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 18 487 | −1,26 | 1 277 | 9,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126 974 | −5,16 | 8 773 | 5,52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 001 | −8,51 | 207 | −0,96 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136 574 | −1,42 | 9 436 | 9,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 832 | −23,89 | 127 | −16,00 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 39 326 | −0,38 | 2 717 | 10,85 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21 119 | −2,10 | 1 459 | 8,96 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 301 | −32,59 | 435 | −25,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 45 068 | −1,27 | 3 114 | 9,84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 736 497 | −2,17 | 51 | 8,70 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 114 | −0,33 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3 266 | −52,86 | 226 | −47,67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 16 356 | −1,39 | 1 130 | 9,82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 986 | −11,60 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67 525 | −3,34 | 4 665 | 7,54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 368 | −22,01 | 5 553 | −13,22 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 11 314 | −0,72 | 782 | 10,47 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60 390 | −4,88 | 4 172 | 5,83 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 562 | −34,19 | 315 | −26,74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 26 831 | −7,50 | 1 854 | 2,89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 650 | −1,39 | 459 | 9,81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 79 457 | −3,69 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 565 | −83,05 | 523 | −81,16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4 214 | −41,58 | 291 | −34,90 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9 726 | −4,36 | 672 | 6,50 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3 723 | −17,47 | 257 | −8,21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63 722 | −6,34 | 4 403 | 4,21 | ||||
| 2025-05-08 | 13F | Foster & Motley Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 40 179 | −3,86 | 2 776 | 6,94 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 089 | −18,62 | 213 | −9,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10 084 | −3,50 | 697 | 7,41 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 197 740 | −9,20 | 13 662 | 1,02 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 397 | −3,13 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39 060 | −3,60 | 2 699 | 7,23 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 248 | −5,66 | 224 | 5,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 547 558 | −2,77 | 38 | 8,82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3 171 | −19,29 | 219 | −10,25 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 72 515 | −8,49 | 5 010 | 1,81 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 173 | −33,12 | 288 | −25,58 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 333 | −14,91 | 576 | −5,43 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371 885 | −64,95 | 25 694 | −61,01 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 39 695 | −14,08 | 2 743 | −4,43 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 9 137 | −28,53 | 631 | −20,43 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4 234 | −3,07 | 292 | 7,75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22 404 | −2,40 | 1 548 | 8,56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 146 169 | −4,21 | 79 189 | 6,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118 164 | −0,69 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 3 497 | −82,53 | 242 | −80,61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35 436 | −8,72 | 2 448 | 13,54 | ||||
| 2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35 352 | −3,22 | 2 443 | 7,67 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 37 562 | −9,70 | 2 595 | 0,46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 551 | −62,11 | 245 | −57,83 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 220 811 | −17,78 | 15 256 | −8,53 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 47 | −76,14 | 3 | −75,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14 159 | −2,12 | 978 | 8,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | −92,04 | 42 | −91,14 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3 841 | −59,74 | 265 | −55,24 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 190 921 | −14,63 | 13 191 | −5,02 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 79 771 | −2,65 | 5 511 | 8,31 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 437 738 | −4,19 | 30 243 | 6,59 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 675 414 | −0,72 | 46 664 | 10,45 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12 442 | −13,81 | 860 | −4,13 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6 458 | −0,12 | 446 | 11,22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6 212 | −0,91 | 426 | 9,51 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 525 | −5,42 | 451 | 5,14 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 55 288 | −3,88 | 3 820 | 6,94 | ||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 805 929 | −30,44 | 55 682 | −22,61 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45 793 | −1,10 | 3 164 | 10,02 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 613 670 | −0,64 | 42 398 | 10,55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 503 064 | −10,68 | 103 847 | −0,62 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 922 926 | −1,97 | 132 855 | 9,07 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 37 146 | −0,76 | 2 566 | 10,41 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | −21,15 | 3 | −33,33 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564 240 | −2,46 | 38 983 | 8,52 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 42 138 | −53,39 | 2 911 | −48,14 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27 223 | −1,06 | 1 881 | 10,07 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 19 641 | −2,91 | 1 357 | 7,96 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 32 179 | −4,49 | 2 223 | 6,26 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 4 372 | −5,04 | 302 | 5,96 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127 603 | −9,61 | 8 816 | 0,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 15 470 | −21,63 | 1 069 | −12,82 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1 198 578 | −6,74 | 83 | 3,80 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8 061 | −20,50 | 557 | −11,61 | ||||
| 2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171 970 | −11,45 | 10 982 | −7,18 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4 498 | −17,90 | 311 | −8,82 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 11 589 | −3,02 | 801 | 7,82 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 26 836 | −4,04 | 1 854 | 6,80 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 31 031 | −5,30 | 2 144 | 5,36 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 118 347 | −25,43 | 7 349 | −21,42 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 39 576 | −0,09 | 2 734 | 11,18 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11 366 | −0,11 | 785 | 11,19 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30 294 | −0,85 | 2 093 | 10,33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 774 | −1,66 | 0 | |||||
| 2025-04-11 | 13F | Piscataqua Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 11 354 | −0,42 | 784 | 10,73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 729 | −2,07 | 327 | 9,03 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 15 744 | −1,64 | 1 088 | 9,36 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 35 256 | −5,68 | 2 436 | 4,91 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 244 | −8,93 | 431 | 1,41 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3 518 | −0,14 | 243 | 11,47 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 69 416 | −18,26 | 4 796 | −9,07 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 599 | −74,20 | 318 | −71,36 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 21 073 | −2,77 | 1 456 | 8,18 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8 255 | −1,57 | 570 | 9,62 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 935 647 | −1,08 | 64 644 | 10,05 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 4 113 | −5,12 | 284 | 5,58 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 62 806 | −2,60 | 4 339 | 8,37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 054 | −8,12 | 211 | 1,94 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8 557 | −42,45 | 591 | −35,97 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 4 102 | −8,11 | 283 | 2,17 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 511 | −27,62 | 1 072 | −19,53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 249 893 | −0,79 | 17 265 | 115 000,00 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 757 | −97,08 | 260 | −88,15 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 46 044 | −28,74 | 3 181 | −20,71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 78 887 | −10,18 | 5 450 | −0,07 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 458 | −34,48 | 32 | −27,91 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 41 175 | −85,20 | 2 845 | −83,54 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 572 | −11,35 | 1 219 | −0,89 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 44 796 | −0,52 | 3 095 | 10,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 332 566 | −87,13 | 22 977 | −85,69 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 31 205 | −3,20 | 2 156 | 7,70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 538 | −35,60 | 1 695 | −28,36 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 59 616 | −0,32 | 4 119 | 10,88 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 736 | −14,91 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3 247 | −58,17 | 224 | −53,53 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 165 410 | −98,82 | 11 428 | −98,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 19 689 | −22,80 | 1 360 | −14,09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29 835 | −6,39 | 2 061 | 4,14 | ||||
| 2025-04-10 | 13F | Salvus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491 534 | −6,93 | 33 960 | 3,55 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 026 | −87,32 | 2 213 | −85,90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 27 156 | −10,98 | 1 818 | −2,83 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83 200 | −18,73 | 5 748 | −9,58 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 583 | −7,54 | 386 | 2,94 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 122 356 | −5,85 | 8 454 | 4,75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 221 101 | −1,41 | 15 276 | 9,69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 43 120 | −0,44 | 2 979 | 10,78 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41 125 | −50,43 | 2 920 | −44,96 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9 928 | −0,51 | 617 | 4,76 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14 835 | −8,50 | 1 025 | 1,79 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3 144 | −38,38 | 217 | −31,33 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 376 | −17,76 | 371 | −8,40 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 135 255 | −0,89 | 9 345 | 10,27 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 27 929 | −1,05 | 1 930 | 10,35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 221 | −3,76 | 361 | 7,14 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 14 669 | −2,00 | 1 013 | 9,04 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 33 384 | −89,33 | 2 307 | −88,13 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 | −99,73 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 892 | −17,03 | 269 | −7,90 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14 885 | −42,37 | 1 028 | −35,87 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 12 301 | −12,15 | 850 | −2,30 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286 051 | −0,10 | 19 763 | 11,15 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40 613 | −1,87 | 2 806 | 8,97 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 728 335 | −0,16 | 50 321 | 11,08 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 374 210 | −0,93 | 25 854 | 10,22 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 527 241 | −12,36 | 36 427 | −2,49 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19 579 | −23,20 | 1 | 0,00 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 142 393 | −0,06 | 8 843 | 5,32 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | −82,73 | 7 | −81,08 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671 100 | −4,74 | 42 856 | −0,14 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3 923 | −4,60 | 244 | −2,80 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67 546 | −5,75 | 4 667 | 4,85 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 280 781 | −4,10 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 30 438 | −5,30 | 2 103 | 5,36 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 171 012 | −2,06 | 11 737 | 12,97 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 51 855 | −0,26 | 3 583 | 10,97 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47 374 | −1,97 | 3 273 | 9,06 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6 086 | −35,34 | 420 | −28,08 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 7 235 | −5,24 | 500 | 5,27 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9 114 | −45,68 | 630 | −39,58 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7 221 | −21,26 | 499 | −12,48 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2 915 | −22,43 | 201 | −13,73 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9 414 | −33,71 | 650 | −26,22 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 3 552 | −2,84 | 245 | 7,93 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 3 972 | −23,25 | 274 | −14,64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 46 556 | −0,75 | 3 217 | 10,44 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4 443 | −7,82 | 307 | 2,34 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 594 712 | −2,20 | 36 932 | 3,06 | ||||
| 2025-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 25 457 | −22,09 | 1 766 | −9,94 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 37 823 | −3,85 | 2 628 | 7,62 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 425 514 | −2,73 | 29 399 | 8,22 | ||||
| 2025-08-14 | 13F | Aperture Investors, LLC | 339 093 | −8,64 | 23 428 | 1,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 216 | −28,19 | 911 | −20,87 | ||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 62 437 | −3,81 | 4 314 | 7,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 233 288 | −1,17 | 16 118 | 9,95 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Columbia Asset Management | 27 692 | −3,45 | 1 913 | 7,41 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6 981 | −18,17 | 482 | −8,88 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 307 923 | −7,68 | 21 274 | 2,71 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 30 399 | −0,36 | 2 100 | 10,88 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 964 | −73,46 | 205 | −70,56 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 30 575 | −0,45 | 2 112 | 10,75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 076 | −39,04 | 420 | −32,20 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 5 686 | −0,05 | 393 | 11,05 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 491 | −86,92 | 30 | −86,43 | ||||
| 2025-08-07 | 13F | Axiom International Investors Llc /de | 23 800 | −25,62 | 1 644 | −17,26 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 076 225 | −1,27 | 74 668 | 12,26 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 827 388 | −24,59 | 57 164 | −16,11 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 594 068 | −3,85 | 41 044 | 6,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 891 | −4,52 | 752 | 6,21 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 241 641 | −2,11 | 16 695 | 8,91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 40 652 | −0,43 | 2 809 | 10,77 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 812 868 | −5,35 | 56 161 | 5,30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17 017 | −8,76 | 1 176 | 1,47 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 778 | −3,72 | 261 | 7,41 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 617 | −8,02 | 872 | 2,35 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 23 068 | −12,01 | 1 594 | −2,15 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 902 | −6,04 | 56 | −6,78 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 761 | −47,62 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15 654 | −0,41 | 1 082 | 10,76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7 802 | −15,50 | 539 | −5,93 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 40 000 | −68,00 | 2 764 | −64,40 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 147 | −30,32 | 79 | −22,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 698 | −1,14 | 325 | 9,83 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6 618 | −3,49 | 457 | 7,53 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4 493 | −48,30 | 310 | −42,49 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 10 266 | −1,34 | 709 | 9,75 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 983 | −90,00 | 482 | −88,89 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84 886 | −0,28 | 5 865 | 10,93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 900 | −7,88 | 684 | 2,40 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 030 | −28,06 | 417 | −20,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 504 | −6,49 | 35 | 3,03 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 44 294 | −1,03 | 3 060 | 10,11 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8 114 | −2,45 | 561 | 8,53 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 567 | −7,06 | 324 | 3,18 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 122 | −92,43 | 630 | −91,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 9 138 | −0,01 | 631 | 11,29 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7 696 | −6,66 | 532 | 3,71 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 37 771 | −2,25 | 2 610 | 8,75 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 75 208 | −0,10 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414 805 | −9,03 | 28 659 | 1,21 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 96 | −96,08 | 7 | −96,05 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 291 995 | −0,74 | 89 264 | 10,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 781 | −4,97 | 1 302 | 4,41 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18 893 | −33,66 | 1 305 | −26,19 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 117 | −1,70 | 284 | 9,23 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17 097 | −4,62 | 1 181 | 6,11 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 19 915 | −0,38 | 1 376 | 10,80 | ||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 114 273 | −0,47 | 7 895 | 10,67 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44 847 | −14,11 | 3 098 | −4,44 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16 825 | −12,26 | 1 162 | −2,35 | ||||
| 2025-07-16 | 13F | Flower City Capital | 8 894 | −0,06 | 614 | 11,23 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 550 | −4,61 | 5 012 | 6,12 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 7 902 | −0,95 | 546 | 10,10 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 108 794 | −2,46 | 7 517 | 8,52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 186 | −6,90 | 289 | 3,58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 33 462 | −1,85 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5 110 | −1,77 | 353 | 9,29 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 139 108 | −1,15 | 9 611 | 9,98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 369 256 | −3,97 | 94 602 | 6,84 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15 430 | −1,21 | 1 066 | 10,01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 769 | −0,53 | 1 020 | 10,75 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 74 768 | −1,04 | 5 166 | 10,10 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 162 947 | −2,13 | 11 258 | 8,89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 1 252 430 | −5,92 | 86 530 | 4,67 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 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 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 83 289 | −1,18 | 5 754 | 9,94 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 7 658 | −0,13 | 529 | 11,13 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7 291 | −4,53 | 504 | 6,12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13 680 | −26,24 | 945 | −17,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95 093 | −1,79 | 6 570 | 9,25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5 549 | −1,12 | 383 | 10,06 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 23 428 | −4,60 | 1 619 | 6,17 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 948 | −1,98 | 411 | 9,04 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 126 694 | −50,00 | 8 753 | −44,37 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 863 | −35,49 | 129 | −28,49 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 107 136 | −1,12 | 7 402 | 10,02 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 164 721 | −5,62 | 11 381 | 5,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716 214 | −0,72 | 49 483 | 10,46 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 38 625 | −2,47 | 2 669 | 8,50 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3 397 | −35,01 | 235 | −27,78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 249 | −4,10 | 570 | 6,55 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 115 062 | −56,06 | 7 950 | −51,11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63 888 | −11,83 | 4 414 | −2,17 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13 978 | −11,06 | 966 | −1,03 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 25 150 | −9,04 | 1 738 | 1,16 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 734 | −1,90 | 391 | 14,66 | ||||
| 2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28 145 | −32,02 | 1 945 | −24,35 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 98 730 | −3,07 | 6 821 | 7,84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13 442 | −0,33 | 929 | 10,87 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7 446 | −3,81 | 514 | 7,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12 554 381 | −0,62 | 867 382 | 10,57 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | −15,50 | 38 | −5,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 102 | −81,47 | 352 | −79,40 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 400 | −87,58 | 28 | −86,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | −71,19 | 1 | −66,67 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 888 | −16,30 | 269 | −6,94 | ||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 640 489 | −5,38 | 44 251 | 5,27 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 619 | −23,30 | 43 | −16,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41 624 | −1,01 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | −26,34 | 24 | −20,69 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184 268 | −28,46 | 12 731 | −20,40 | ||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 8 209 | −4,32 | 567 | 6,58 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29 674 | −0,87 | 2 050 | 10,33 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7 659 | −16,43 | 529 | −7,03 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 997 | −5,20 | 553 | 5,54 | ||||
| 2025-08-13 | 13F | Capital World Investors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 570 | −1,78 | 316 | 9,38 | ||||
| 2025-04-30 | 13F | Rock Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 756 | −43,85 | 2 470 | −37,53 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Avalon Advisory Group | 34 614 | −0,07 | 2 391 | 11,16 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 417 | −9,26 | 305 | 0,99 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 31 951 | −0,33 | 2 207 | 10,90 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Capital International Investors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172 901 | −50,92 | 11 972 | −45,28 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 1 463 993 | −0,16 | 101 147 | 11,08 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 18 371 | −15,26 | 1 269 | −5,72 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 34 979 | −0,45 | 2 417 | 10,77 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16 631 183 | −30,40 | 1 149 048 | −22,56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3 285 | −6,62 | 227 | 3,67 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 67 513 | −61,55 | 4 664 | −57,22 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8 934 | −32,10 | 617 | −24,48 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 7 056 | −2,35 | 487 | 8,71 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 583 | −91,19 | 40 | −90,27 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 438 873 | −24,36 | 30 322 | −15,85 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 943 | −0,12 | 342 | 11,07 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 097 | −1,38 | 836 | 9,72 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 13 223 | −43,06 | 914 | −36,69 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 11 084 | −21,77 | 766 | −13,07 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 897 | −74,08 | 200 | −71,18 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 19 539 | −6,21 | 1 350 | 4,33 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 756 | −0,39 | 743 | 10,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32 276 | −1,35 | 2 230 | 9,75 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 185 958 | −33,68 | 13 | −29,41 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69 961 | −5,77 | 4 834 | 4,84 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 93 305 | −4,49 | 6 446 | 6,26 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 32 360 | −0,57 | 2 236 | 10,59 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5 690 | −11,26 | 393 | −1,26 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 43 438 | −50,98 | 3 001 | −45,46 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 242 | −2,86 | 846 | 8,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71 200 | −29,15 | 4 919 | −21,18 | |||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 37 649 | −7,83 | 2 601 | 2,56 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 353 448 | −0,92 | 24 411 | 10,23 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 272 089 | −2,46 | 18 799 | 8,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 596 824 | −4,12 | 110 349 | 6,70 | ||||
| 2025-07-16 | 13F | Novem Group | 19 501 | −3,37 | 1 347 | 7,50 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 615 000 | −15,83 | 42 490 | −6,36 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 7 343 | −2,50 | 507 | 8,57 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15 518 | −1,26 | 1 072 | 9,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 72 413 | −1,04 | 5 003 | 10,10 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12 448 | −0,38 | 860 | 10,82 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 456 554 | −0,98 | 31 543 | 10,17 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 4 245 | −8,61 | 293 | 1,74 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3 493 | −1,41 | 241 | 9,55 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 36 674 | −2,10 | 2 534 | 8,90 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12 621 | −14,88 | 872 | −5,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 73 843 | −5,57 | 5 102 | 5,05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 465 038 | −8,78 | 32 129 | 1,48 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 552 247 | −2,03 | 38 155 | 9,00 | ||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 603 | −29,37 | 249 | −20,51 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52 467 | −1,19 | 3 625 | 9,92 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5 492 | −9,25 | 379 | 1,07 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 44 202 | −1,47 | 3 054 | 9,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 409 537 | −0,22 | 443 | 11,06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 57 158 | −2,17 | 3 949 | 8,85 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4 551 | −0,20 | 314 | 10,95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 710 919 | −4,82 | 118 207 | 5,90 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 54 831 | −4,01 | 3 788 | 6,79 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11 014 | −6,10 | 761 | 4,40 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 425 | −1,15 | 444 | 9,93 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65 878 | −2,26 | 4 552 | 14,58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 747 101 | −0,50 | 51 617 | 10,70 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 238 | −72,82 | 155 | −69,86 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29 660 | −4,71 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 103 | −89,30 | 7 | −88,14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6 609 | −74,98 | 457 | −72,20 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25 454 | −7,01 | 1 759 | 3,47 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 82 260 | −6,55 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 401 071 | −0,44 | 27 710 | 10,77 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 955 | −2,46 | 411 | 8,44 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14 715 | −0,15 | 1 017 | 11,04 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5 525 | −1,43 | 343 | 3,94 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 061 | −57,14 | 1 248 | −52,33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 3 052 | −17,60 | 211 | −8,70 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63 670 | −3,66 | 4 399 | 7,16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 847 | −91,12 | 611 | −90,12 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 13 241 | −2,93 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 127 | −4,36 | 285 | 6,74 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 41 318 | −0,59 | 2 855 | 10,58 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | −42,34 | 52 | −36,25 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 931 | −13,56 | 133 | −3,62 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 25 183 | −0,91 | 1 740 | 10,20 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3 165 | −17,88 | 219 | −8,79 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12 901 | −0,08 | 892 | 18,17 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11 496 | −1,34 | 794 | 9,82 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | −100,00 | 0 |
