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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 115 155 | −9,11 | 15 351 | −6,04 | ||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 103 | −96,16 | 14 | −96,20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 387 | −3,98 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3 000 | −1,41 | 400 | 1,79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 29 698 | −10,85 | 3 959 | −7,82 | ||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 971 | −14,16 | 263 | −11,49 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 288 320 | −2,50 | 37 182 | −1,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 69 805 | −6,30 | 9 306 | −3,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 712 | −27,73 | 495 | −25,38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 13 225 | −0,12 | 1 763 | 3,28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 599 | −4,35 | 880 | −1,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lcnb Corp | 3 770 | −1,08 | 503 | 2,24 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 065 | −1,93 | 1 208 | 1,51 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 310 | −40,69 | 308 | −38,84 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 34 531 | −82,25 | 4 603 | −81,66 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 67 | −64,74 | 9 | −66,67 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28 581 | −2,47 | 3 810 | 0,85 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4 688 | −1,57 | 625 | 1,63 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 4 329 | −3,82 | 577 | −0,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 270 978 | −0,88 | 36 124 | 2,46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22 674 | −10,28 | 3 023 | −7,27 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 26 892 | −6,22 | 3 585 | −3,06 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 87 515 | −2,01 | 11 667 | 1,29 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 3 800 | −76,08 | 507 | −75,29 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10 814 | −0,16 | 1 442 | 3,22 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 890 | −2,40 | 1 585 | 0,83 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 1 288 | −21,84 | 172 | −19,34 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 585 | −0,25 | 211 | 3,43 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 34 442 | −3,53 | 4 592 | −0,28 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 100 627 | −34,35 | 13 415 | −32,14 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 29 383 | −32,59 | 3 955 | −29,64 | ||||
| 2025-05-09 | 13F | Barings Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 980 | −6,55 | 664 | −3,49 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 73 150 | −2,58 | 9 752 | 0,70 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 23 254 | −1,46 | 3 101 | 1,87 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 638 | −46,31 | 352 | −44,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 858 293 | −3,75 | 114 419 | −0,50 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 10 508 | −0,05 | 1 401 | 3,32 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 215 563 | −0,20 | 28 737 | 3,17 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 7 902 | −13,28 | 1 053 | −10,38 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 5 732 | −0,50 | 764 | 2,96 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 066 | −5,94 | 1 342 | −2,83 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26 892 | −1,22 | 3 585 | 2,11 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 262 | −8,54 | 968 | −5,38 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 3 309 | −0,81 | 447 | 7,97 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 28 168 | −23,83 | 3 755 | −21,25 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 41 462 | −4,29 | 5 527 | −1,06 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 4 973 | −74,27 | 667 | −73,81 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 18 949 | −0,19 | 2 526 | 3,19 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 4 864 | −0,43 | 648 | 2,86 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Old Port Advisors | 22 241 | −3,58 | 2 965 | −0,34 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 4 237 | −17,18 | 565 | −14,42 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7 199 | −9,57 | 960 | −6,53 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 86 925 | −2,10 | 11 588 | 1,21 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 264 | −0,81 | 702 | 2,49 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 044 | −30,47 | 539 | −28,13 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 1 880 | −0,53 | 251 | 2,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 108 552 | −4,04 | 14 471 | −0,80 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 3 498 | −5,94 | 466 | −2,71 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 18 561 | −7,14 | 2 474 | −4,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 798 | −3,49 | 240 | −0,42 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 35 708 | −4,85 | 4 861 | 0,43 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 31 472 | −24,72 | 4 195 | −22,19 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 220 047 | −5,89 | 29 334 | −2,71 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 24 308 | −2,10 | 3 241 | 1,22 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 2 952 | −0,10 | 381 | 12 566,67 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 11 978 | −5,76 | 1 597 | −1,54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 70 | −9,09 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 750 | −18,11 | 233 | −15,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5 090 | −59,85 | 679 | −58,51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 48 489 | −14,01 | 6 464 | −11,11 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 656 | −53,79 | 354 | −52,23 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 7 268 | −22,44 | 969 | −19,87 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10 735 | −60,06 | 1 431 | −58,27 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 191 275 | −14,39 | 25 770 | −10,55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6 332 | −10,22 | 844 | −7,15 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 3 810 | −34,98 | 508 | −32,85 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 264 | −7,80 | 169 | −4,55 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 90 | −2,17 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 929 | −7,94 | 1 057 | −4,86 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 167 476 | −1,94 | 22 326 | 1,37 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 45 520 | −1,77 | 6 068 | 1,56 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12 608 | −1,11 | 1 681 | 2,19 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 7 827 | −3,10 | 1 043 | 0,19 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 039 | −67,34 | 405 | −66,22 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 120 181 | −5,47 | 16 021 | −2,28 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 1 829 | −29,84 | 244 | −27,68 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 42 356 | −0,06 | 5 646 | 3,31 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10 386 | −0,77 | 1 385 | 2,59 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 18 452 | −1,09 | 2 460 | 2,25 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 621 | −7,70 | 483 | −4,55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 388 | −34,45 | 318 | −32,20 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 135 731 | −3,31 | 18 | 0,00 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4 649 | −5,10 | 1 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 138 867 | −3,86 | 18 748 | 0,64 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 4 611 | −28,86 | 615 | −26,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 77 548 | −5,08 | 10 338 | 10,24 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 142 410 | −2,34 | 18 985 | 0,96 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 16 238 | −2,75 | 2 165 | 0,51 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 44 458 | −34,90 | 5 927 | −32,70 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 17 598 | −0,07 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 83 143 | −4,96 | 11 084 | −1,76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 557 | −12,08 | 208 | −9,21 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 5 937 | −15,27 | 791 | −12,40 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 435 | −85,09 | 325 | −84,62 | ||||
| 2025-08-01 | 13F | First National Trust Co | 154 338 | −1,12 | 20 575 | 2,22 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 81 264 | −0,60 | 10 833 | 2,75 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 11 | −57,69 | 1 | −66,67 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70 168 | −4,08 | 9 354 | −0,84 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7 153 | −11,53 | 954 | −8,54 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 104 360 | −1,19 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 8 678 | −3,15 | 1 157 | 0,52 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 730 | −1,70 | 1 030 | 1,58 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 919 | −0,76 | 522 | 2,55 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17 918 | −12,82 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4 698 | −6,40 | 626 | −3,25 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 784 | −2,42 | 371 | 1,09 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11 607 | −1,17 | 1 547 | 2,18 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 564 | −0,82 | 208 | 2,46 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 110 390 | −1,41 | 14 716 | 1,92 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 5 238 | −8,92 | 698 | −5,80 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 | −99,32 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4 161 | −13,76 | 555 | −10,93 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 4 955 | −0,18 | 661 | 3,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 951 237 | −5,06 | 260 119 | −1,86 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2 550 | −1,77 | 340 | 1,50 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 9 333 | −1,53 | 1 244 | 1,80 | ||||
| 2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10 219 | −5,70 | 1 362 | −2,51 | ||||
| 2025-07-07 | 13F | Trust Co | 31 703 | −7,89 | 4 226 | −4,76 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 12 664 | −13,54 | 1 688 | −10,59 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4 572 | −2,04 | 609 | 1,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 569 | −11,52 | 11 407 | −8,53 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 7 276 | −37,39 | 970 | −35,31 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 465 351 | −2,46 | 62 036 | 0,83 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 10 603 | −2,44 | 1 413 | 0,86 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3 391 | −2,86 | 452 | 0,44 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7 213 | −5,22 | 962 | −2,04 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 605 | −2,33 | 614 | 0,82 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3 357 | −2,89 | 448 | 0,45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20 578 | −8,61 | 2 743 | −5,51 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 122 839 | −35,35 | 16 376 | −33,17 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 273 | −3,18 | 2 703 | 0,07 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 59 713 | −14,71 | 8 460 | −6,29 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 119 932 | −0,29 | 15 988 | 3,08 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 3 938 | −1,87 | 525 | 1,35 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 228 187 | −1,40 | 30 420 | 1,93 | ||||
| 2025-08-12 | 13F | Ade, Llc | 4 604 | −1,14 | 614 | 2,17 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 10 666 | −13,44 | 1 422 | −10,57 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 65 672 | −11,82 | 8 755 | −8,85 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6 506 | −2,08 | 867 | 1,29 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 8 513 | −8,37 | 1 135 | −5,34 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 25 995 | −3,10 | 3 465 | 0,17 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 17 352 | −0,79 | 2 313 | 2,57 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 218 768 | −0,07 | 29 164 | 3,30 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 871 | −2,01 | 932 | 10,43 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 30 150 | −1,53 | 4 019 | 1,80 | ||||
| 2025-05-15 | 13F | Permanens Capital L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 350 620 | −0,74 | 46 741 | 2,61 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2 432 | −17,22 | 324 | −14,29 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7 845 | −4,56 | 1 046 | −1,42 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 196 188 | −0,94 | 26 154 | 2,40 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12 713 | −5,61 | 1 695 | −2,42 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 65 114 | −5,55 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12 660 | −0,05 | 1 688 | 3,31 | ||||
| 2025-05-16 | 13F | Meiji Yasuda Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 1 943 | −3,33 | 259 | −0,39 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 37 634 | −1,09 | 5 017 | 2,24 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 64 473 | −5,35 | 8 595 | −2,16 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 45 713 | −0,13 | 6 094 | 3,24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 1 074 | −11,46 | 143 | −2,05 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 927 | −35,05 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 287 | −3,13 | 305 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7 435 | −4,74 | 991 | −1,49 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 457 | −23,29 | 727 | −20,72 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 136 560 | −7,13 | 18 205 | −4,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 2 150 | −3,93 | 287 | −0,69 | ||||
| 2025-04-11 | 13F | Piscataqua Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 10 161 | −25,93 | 1 355 | −23,46 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 20 417 | −6,17 | 2 722 | −3,03 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 44 587 | −0,00 | 5 944 | 3,36 | ||||
| 2025-07-09 | 13F | Exchange Bank | 2 577 | −1,23 | 344 | 2,08 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 3 302 | −2,05 | 440 | 1,38 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 31 408 | −0,80 | 4 187 | 2,55 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 17 568 | −24,92 | 2 342 | −22,37 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24 498 | −18,43 | 3 266 | −15,70 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 716 | −2,44 | 362 | 0,84 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25 524 | −0,45 | 3 403 | 2,90 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | −83,33 | 107 | −82,88 | |||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 965 | −12,29 | 662 | −9,45 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 1 886 | −4,46 | 251 | −1,18 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 10 103 | −2,32 | 1 347 | 0,98 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 4 283 | −49,74 | 571 | −48,09 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 692 | −90,24 | 226 | −89,93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 239 | −1,51 | 165 | 1,85 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91 209 | −8,64 | 12 159 | −5,55 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 851 | −3,29 | 247 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62 872 | −0,10 | 8 382 | 3,27 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 16 700 | −3,47 | 2 226 | 0,91 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 568 | −8,61 | 476 | −5,57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 937 | −11,61 | 1 325 | −8,63 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 638 | −0,18 | 218 | 3,32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 17 550 | −0,37 | 2 340 | 2,99 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 21 149 | −2,79 | 2 819 | 0,50 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3 147 | −39,54 | 420 | −37,56 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 189 | −29,27 | 292 | −27,07 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 854 | −0,45 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 39 988 | −1,55 | 5 331 | 1,76 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 100 571 | −22,36 | 13 572 | −18,75 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 15 224 | −71,15 | 2 030 | −58,31 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 16 572 | −5,13 | 2 209 | −1,91 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 11 864 | −0,23 | 1 582 | 3,13 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 935 | −14,76 | 258 | −11,99 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3 688 | −6,04 | 492 | −2,96 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 6 013 | −43,75 | 802 | −41,87 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 312 | −27,04 | 308 | −24,51 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9 445 | −3,77 | 1 259 | −0,47 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 26 542 | −7,23 | 3 538 | −4,09 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21 806 | −42,65 | 2 907 | −29,77 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 3 108 | −4,19 | 414 | −0,96 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 6 480 | −3,86 | 864 | −0,69 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 11 624 | −2,48 | 1 550 | 0,78 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 351 | −1,96 | 47 | 0,00 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 810 168 | −0,84 | 108 003 | 2,50 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 15 650 | −0,20 | 2 086 | 3,17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23 579 | −18,66 | 3 191 | −12,46 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9 129 | −0,07 | 1 217 | 3,40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 35 448 | −1,57 | 4 726 | 1,74 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 15 328 | −1,56 | 2 043 | 1,74 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 10 325 | −6,70 | 1 376 | −3,57 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 32 973 | −0,29 | 4 396 | 3,07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 136 777 | −7,15 | 18 | 0,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 87 502 | −4,20 | 11 665 | −0,98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 211 569 | −1,39 | 28 204 | 1,94 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 134 | −7,18 | 1 884 | −4,02 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 1 646 | −6,32 | 212 | −5,36 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39 245 | −10,35 | 5 232 | −7,33 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 19 019 | −5,57 | 2 535 | −2,39 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 33 713 | −0,44 | 4 494 | 2,93 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 73 959 | −2,43 | 9 860 | 0,86 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 55 412 | −2,53 | 7 387 | 0,75 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 46 | −6,12 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11 038 | −5,99 | 1 472 | −2,84 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9 288 | −1,34 | 1 238 | 1,98 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 53 583 | −4,52 | 7 143 | −1,30 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Syverson Strege & Co | 3 219 | −17,23 | 429 | −14,37 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2 440 | −3,29 | 325 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 28 044 | −12,17 | 3 739 | −9,21 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 661 | −0,95 | 488 | 2,52 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 89 936 | −1,32 | 12 102 | 2,96 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 65 764 | −3,91 | 8 767 | −0,67 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 104 781 | −4,29 | 13 968 | −1,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 75 803 | −5,71 | 10 105 | −2,54 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 516 | −41,03 | 69 | −39,29 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 21 544 | −0,45 | 2 872 | 2,94 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 650 | −18,07 | 220 | −14,06 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 3 016 | −8,63 | 402 | −5,41 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 86 923 | −0,13 | 11 588 | 3,23 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 5 671 | −1,05 | 756 | 2,30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 769 | −17,99 | 1 036 | −15,23 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 63 355 | −0,66 | 8 446 | 2,69 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 183 041 | −2,94 | 24 401 | 0,34 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 861 | −2,20 | 4 781 | 1,10 | ||||
| 2025-05-07 | 13F | Portland Global Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 1 613 | −7,03 | 208 | −5,88 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 58 790 | −8,15 | 7 837 | −5,05 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 206 815 | −0,81 | 27 570 | 2,53 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7 314 | −0,05 | 975 | 3,39 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 938 | −0,02 | 658 | 3,46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28 843 | −14,64 | 3 845 | −11,75 | ||||
| 2025-05-07 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ETF Store, Inc. | 1 661 | −9,48 | 221 | −6,36 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 2 328 | −17,30 | 310 | −14,60 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 329 | −2,97 | 1 110 | 0,36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2 562 | −3,61 | 340 | 0,29 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2 163 | −2,57 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 44 241 | −1,20 | 5 705 | −0,14 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 208 788 | −10,50 | 27 834 | −7,48 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 2 891 | −9,40 | 385 | −6,33 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 922 | −19,97 | 124 | −12,14 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 802 | −1,51 | 374 | 1,91 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 41 811 | −2,90 | 5 574 | 0,36 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 3 550 | −5,33 | 473 | −2,07 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 12 806 | −20,00 | 1 707 | −17,30 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 35 256 | −3,08 | 4 700 | 0,17 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 40 123 | −0,16 | 5 349 | 3,20 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2 223 | −44,16 | 296 | −42,30 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 10 | −96,36 | 1 | −97,14 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38 209 | −0,57 | 5 094 | 2,79 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 47 097 | −1,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1 716 | −0,23 | 229 | 3,17 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 109 | −2,85 | 2 414 | 0,46 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 731 | −7,95 | 364 | −4,71 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 2 662 | −1,84 | 360 | 6,19 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 035 | −2,86 | 938 | 1,52 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 36 273 | −3,77 | 4 835 | −0,53 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 1 565 | −3,10 | 209 | 0,00 | ||||
| 2025-05-01 | 13F | Berkeley, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 117 | −63,32 | 16 | −62,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 9 630 | −3,70 | 1 242 | −2,67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 354 | −10,98 | 580 | −7,94 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2 888 | −0,52 | 385 | 2,67 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 14 339 | −6,32 | 1 912 | −3,19 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 225 | −31,01 | 297 | −28,67 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4 073 | −3,73 | 543 | −0,55 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Summa Corp. | 4 000 | −14,89 | 533 | −12,05 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 44 174 | −6,12 | 5 890 | −2,93 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 618 | −23,42 | 82 | −21,15 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 19 147 | −0,69 | 2 553 | 2,65 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 437 601 | −0,21 | 58 337 | 3,16 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 728 | −87,65 | 230 | 4,07 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3 496 | −11,81 | 466 | −8,81 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 835 | −2,34 | 111 | 0,91 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7 317 | −0,11 | 975 | 3,28 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2 240 | −71,45 | 299 | −70,52 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1 820 | −3,50 | 243 | −0,41 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 564 | −89,77 | 75 | −89,44 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1 689 | −45,85 | 225 | −44,03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 228 171 | −2,26 | 30 417 | 1,04 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12 263 | −4,71 | 1 635 | −1,51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 57 924 | −3,90 | 7 722 | −0,67 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 323 | −3,57 | 310 | −0,32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 082 019 | −0,91 | 677 484 | 2,43 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 349 | −28,02 | 580 | −25,67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 102 572 | −6,04 | 14 | −7,14 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 16 978 | −2,78 | 2 263 | 3,10 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 170 | −2,43 | 289 | 1,05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 19 359 | −2,02 | 2 581 | 1,26 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 22 158 | −7,30 | 2 954 | −4,19 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 13 743 | −4,28 | 1 832 | −1,03 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 538 | −33,25 | 205 | −30,98 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 8 450 | −1,13 | 1 127 | 2,18 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 93 844 | −0,12 | 12 642 | 12,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 15 458 | −2,40 | 2 061 | 0,88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 76 948 | −9,32 | 10 258 | −6,27 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 92 762 | −1,06 | 12 366 | 2,27 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 809 | −49,94 | 508 | −48,32 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3 166 | −4,06 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 652 | −3,80 | 753 | −0,53 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15 168 | −2,38 | 2 022 | 0,95 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 79 621 | −1,06 | 10 614 | 2,28 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 246 580 | −0,99 | 32 872 | 2,35 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 411 | −33,50 | 455 | −31,32 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16 732 | −0,27 | 2 231 | 3,10 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 532 | −5,34 | 71 | −2,78 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 98 | −2,00 | 13 | 8,33 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 6 913 | −0,01 | 922 | 3,37 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3 863 | −11,62 | 515 | −8,70 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 229 488 | −3,11 | 30 593 | 0,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 473 178 | −17,40 | 63 079 | −14,62 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 5 207 | −3,40 | 694 | −0,14 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 38 666 | −0,64 | 5 155 | 2,71 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 6 107 | −18,40 | 814 | −15,65 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3 263 | −11,88 | 435 | −9,01 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 24 509 | −11,42 | 3 267 | −8,44 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 1 624 | −2,05 | 216 | 1,41 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 15 596 | −0,01 | 2 079 | 3,38 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 11 762 | −1,22 | 1 568 | 2,08 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-02 | 13F | InvesTrust | 14 685 | −0,66 | 1 958 | 2,68 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 163 | −36,44 | 288 | −34,25 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 33 495 | −21,36 | 4 465 | −18,71 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 50 846 | −13,57 | 6 778 | −10,65 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 42 932 | −2,38 | 5 723 | 0,92 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 767 | −5,96 | 2 102 | −2,82 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 2 658 | −0,52 | 354 | 2,91 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 8 422 | −0,02 | 1 123 | 3,31 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 672 | −7,77 | 356 | −4,56 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 20 762 | −0,48 | 2 768 | 2,86 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 1 570 | −27,85 | 209 | −25,36 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 4 312 | −0,21 | 575 | 3,05 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 55 411 | −1,38 | 7 387 | 1,95 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 218 236 | −0,82 | 29 093 | 2,52 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 11 680 | −5,67 | 1 557 | −2,44 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 73 734 | −7,99 | 9 830 | −4,89 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 227 158 | −21,39 | 30 282 | −18,73 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 6 016 | −6,54 | 802 | −3,49 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 514 | −4,30 | 468 | −1,06 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 4 900 | −1,41 | 653 | 2,03 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 50 788 | −4,76 | 6 771 | −1,56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 16 639 | −1,59 | 2 218 | 2,83 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 14 456 | −6,83 | 2 | −50,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 14 207 | −42,16 | 1 894 | −40,23 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 691 | −41,93 | 225 | −40,00 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 49 646 | −3,13 | 6 618 | 0,15 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 66 340 | −1,99 | 8 844 | 1,32 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 2 039 | −0,63 | 0 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 30 763 | −1,85 | 4 101 | 1,46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37 169 | −13,78 | 4 955 | −10,87 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3 833 | −14,58 | 511 | −11,76 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 4 461 | −3,46 | 595 | −0,17 | ||||
| 2025-04-15 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 79 633 | −1,12 | 10 616 | 2,21 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 46 363 | −2,72 | 6 181 | 4,50 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 310 | −12,70 | 308 | −9,97 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 45 377 | −48,52 | 6 049 | −46,78 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 44 030 | −0,49 | 5 870 | 2,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 43 957 | −4,27 | 5 860 | −1,05 | ||||
| 2025-04-14 | 13F | Pillar Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 12 312 | −3,96 | 1 641 | −0,73 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 44 709 | −3,07 | 5 960 | 0,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 489 308 | −1,97 | 66 453 | 3,24 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 5 000 | −0,52 | 667 | 2,78 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 13 446 | −0,75 | 1 792 | 2,63 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 25 659 | −15,94 | 3 421 | −13,11 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 302 | −2,33 | 310 | 8,77 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 54 684 | −1,14 | 7 290 | 2,19 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 3 113 | −23,33 | 415 | −20,84 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 27 840 | −0,02 | 3 711 | 3,37 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 18 205 | −1,55 | 2 427 | 1,76 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 42 322 | −2,16 | 5 677 | 1,76 | ||||
| 2025-04-14 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 18 242 | −0,34 | 2 432 | 3,01 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 350 | −9,33 | 47 | −6,12 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 781 | −29,13 | 104 | −25,71 | ||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 3 300 | −17,29 | 440 | −14,59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 600 | −54,62 | 3 146 | −53,08 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 51 452 | −0,93 | 6 859 | 2,42 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 036 | −3,37 | 405 | −0,25 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 643 | −26,60 | 484 | −18,10 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 1 853 | −7,16 | 247 | −3,89 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9 915 | −27,39 | 1 322 | −24,99 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 40 850 | −0,65 | 5 446 | 2,70 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 16 914 | −4,09 | 2 255 | −0,88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 003 | −0,40 | 1 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 581 | −47,06 | 877 | −45,29 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 4 330 | −2,24 | 577 | 1,05 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 495 | −14,21 | 63 | −14,86 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 15 999 | −1,76 | 2 133 | 1,52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 534 | −8,99 | 75 925 | −5,92 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 543 | −4,52 | 206 | −1,44 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 396 | −17,82 | 696 | −16,97 | ||||
| 2025-04-08 | 13F | Avenue 1 Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 13 827 | −8,72 | 1 843 | −5,63 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 642 | −0,94 | 352 | 2,62 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 67 374 | −3,48 | 8 928 | 0,28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 412 975 | −0,14 | 188 364 | 3,23 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 1 276 | −4,49 | 170 | −1,16 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 4 038 | −2,20 | 1 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 589 | −14,06 | 212 | −11,34 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 8 947 | −17,13 | 1 154 | −16,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 466 280 | −0,97 | 329 | 2,18 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 7 995 | −2,07 | 1 079 | 2,47 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 9 353 | −2,30 | 1 247 | 0,97 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3 170 | −0,22 | 423 | 3,18 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 3 282 | −4,98 | 437 | −1,80 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 609 | −39,58 | 79 | −39,06 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 2 366 | −20,68 | 316 | −17,97 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 410 | −5,26 | 4 329 | −2,08 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22 615 | −1,20 | 3 015 | 2,13 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16 269 | −1,09 | 2 169 | 2,22 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 24 709 | −0,35 | 3 294 | 9,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18 022 | −1,05 | 2 402 | 2,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30 116 | −47,70 | 4 015 | −45,95 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 54 427 | −1,07 | 7 256 | 2,27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 503 | −0,19 | 2 067 | 4,29 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 2 061 | −1,15 | 275 | 2,24 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 989 | −1,46 | 665 | 1,99 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 70 424 | −1,06 | 9 388 | 2,28 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 24 348 | −0,98 | 3 140 | 0,06 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 12 628 | −8,33 | 1 629 | −7,34 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 10 408 | −23,35 | 1 387 | −20,79 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18 802 | −0,67 | 2 507 | 2,66 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 003 | −0,40 | 267 | 2,70 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 7 000 | −5,28 | 933 | −2,10 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 114 235 | −12,82 | 15 229 | −9,88 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 13 121 | −0,32 | 1 749 | 7,37 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3 316 | −10,81 | 442 | −7,93 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 77 219 | −4,17 | 10 294 | −0,93 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 287 | −69,30 | 38 | −68,33 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 661 | −16,35 | 621 | −13,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 64 413 | −5,49 | 8 640 | −1,71 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 14 791 | −1,25 | 1 972 | 2,07 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 66 703 | −1,01 | 8 892 | 2,34 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 803 | −1,64 | 640 | 1,75 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 122 376 | −0,14 | 15 782 | 0,93 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2 129 | −15,01 | 284 | −12,38 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 18 057 | −0,98 | 2 450 | 4,21 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 315 | −16,22 | 842 | −13,48 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 219 | −0,14 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7 335 | −8,07 | 946 | −7,17 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 9 200 | −24,47 | 1 226 | −21,91 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 47 277 | −0,48 | 6 303 | 2,87 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 31 543 | −0,24 | 4 205 | 3,14 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 584 | −0,81 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 1 913 | −21,47 | 255 | −18,79 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 2 287 | −0,57 | 305 | 2,70 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 750 | −7,18 | 500 | −4,04 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 414 | −8,20 | 55 | −5,17 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 160 | −39,42 | 1 621 | −37,36 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 56 871 | −1,10 | 7 581 | 2,24 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 127 847 | −63,46 | 17 119 | −62,06 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 27 928 | −0,07 | 3 723 | 3,30 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 19 996 | −10,68 | 2 666 | −7,66 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 31 351 | −7,77 | 4 179 | −4,65 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 4 700 | −1,63 | 627 | 1,62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 068 | −6,12 | 409 | −2,85 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 019 | −14,16 | 410 | −9,71 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 481 | −16,28 | 197 | −13,60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 077 373 | −0,54 | 1 610 035 | 2,82 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 409 | −3,31 | 0 | |||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 157 149 | −1,34 | 20 950 | 1,99 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 17 588 | −0,09 | 2 345 | 3,26 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 26 092 | −4,38 | 3 478 | −1,14 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 853 | −0,70 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 31 733 | −4,79 | 4 230 | −1,58 | ||||
| 2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 264 309 | −22,33 | 35 235 | −19,71 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 611 | −75,73 | 81 | −75,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 334 | −19,93 | 444 | −17,16 | ||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 2 184 | −68,91 | 291 | −67,85 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 13 050 | −5,97 | 1 740 | −2,79 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 565 520 | −6,87 | 75 389 | −3,72 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 49 204 | −1,27 | 6 559 | 2,05 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 1 841 | −2,18 | 245 | 1,24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 123 208 | −0,83 | 16 425 | 2,52 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 485 | −5,20 | 2 064 | −1,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 52 188 | −49,15 | 7 | −46,15 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 1 996 | −12,99 | 266 | −9,83 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 179 271 | −0,89 | 23 899 | 2,45 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 27 903 | −0,53 | 3 720 | 2,82 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3 713 | −2,98 | 495 | 0,41 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 56 791 | −31,68 | 7 571 | −29,38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 307 100 | −1,10 | 40 940 | 2,24 | |||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 600 248 | −3,37 | 80 019 | −0,11 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 176 | −13,57 | 957 | −10,65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 81 000 | −25,82 | 10 798 | −23,32 | |||
| 2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 352 758 | −0,11 | 47 026 | 3,26 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 22 525 | −14,56 | 3 003 | −11,68 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 639 | −0,11 | 469 | 1,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 808 | −0,86 | 2 241 | 2,47 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13 327 | −0,20 | 1 777 | −0,67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10 832 | −22,28 | 1 444 | −19,64 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 60 894 | −4,51 | 8 118 | −1,29 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 75 411 | −1,02 | 10 053 | 2,32 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 31 069 | −0,39 | 4 142 | 4,07 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 27 476 | −52,53 | 3 663 | −50,93 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 912 | −18,95 | 1 588 | −15,31 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 18 433 | −19,78 | 2 457 | −17,08 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 128 380 | −2,82 | 17 114 | 0,46 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 9 296 | −10,24 | 1 239 | −7,19 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1 771 | −0,11 | 236 | 3,06 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 457 031 | −0,00 | 60 927 | 3,37 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 49 189 | −2,00 | 6 557 | 1,31 | ||||
| 2025-07-16 | 13F | Novem Group | 11 576 | −3,19 | 1 543 | 0,06 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 45 875 | −51,01 | 6 116 | −49,15 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 665 | −3,42 | 222 | −0,45 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 21 734 | −16,00 | 2 897 | −13,16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 061 | −14,32 | 808 | −11,51 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 436 | −3,72 | 325 | −0,61 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 2 082 | −19,18 | 278 | −16,57 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 322 077 | −2,28 | 42 936 | 1,02 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 930 504 | −2,85 | 124 046 | 0,42 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 17 147 | −0,64 | 2 286 | 2,70 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1 672 | −65,12 | 223 | −64,08 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 969 | −0,73 | 796 | 2,45 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 305 503 | −1,97 | 40 727 | 1,33 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 86 982 | −1,60 | 11 596 | 1,72 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 59 657 | −0,65 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 21 191 | −0,71 | 2 825 | 2,62 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 124 090 | −38,40 | 17 | −36,00 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 9 993 | −1,10 | 1 340 | 2,92 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 1 699 | −7,31 | 226 | −4,24 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9 600 | −93,43 | 1 272 | −93,18 | |||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 598 | −2,43 | 3 812 | 0,87 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 682 | −2,86 | 358 | 0,28 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 762 | −8,07 | 635 | −5,09 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 32 200 | −74,70 | 4 293 | −73,85 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 45 683 | −4,21 | 6 090 | −0,98 | ||||
| 2025-05-13 | 13F | Annandale Capital, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | Orion Capital Management LLC | 27 788 | −6,29 | 3 704 | −3,14 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 5 967 | −1,00 | 795 | 3,52 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 211 958 | −1,80 | 28 | 3,70 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 35 672 | −3,75 | 4 755 | −0,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 239 062 | −4,21 | 698 419 | −0,98 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 285 | −3,04 | 1 771 | 0,23 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15 457 | −0,47 | 2 061 | 2,90 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 108 737 | −11,08 | 14 496 | −8,08 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 18 516 | −10,59 | 2 468 | −7,57 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 3 943 | −6,59 | 526 | −3,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 233 | −9,45 | 298 | −6,60 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 2 014 | −26,76 | 268 | −24,29 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 103 308 | −6,74 | 13 772 | −3,60 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 14 201 | −1,59 | 1 893 | 1,72 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 25 638 | −24,80 | 3 418 | −22,27 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 205 316 | −0,56 | 27 371 | 2,79 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 3 756 | −17,10 | 501 | −14,38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 23 888 | −5,30 | 3 184 | −2,12 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10 464 | −1,42 | 1 395 | 1,90 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 208 | −14,75 | 28 | −12,90 | ||||
| 2025-08-08 | 13F | Croban | 16 621 | −2,59 | 2 216 | 0,68 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 128 606 | −1,40 | 17 144 | 1,93 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 530 826 | −0,64 | 204 074 | 2,71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 3 108 | −4,60 | 414 | −1,43 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 4 043 | −2,44 | 539 | 0,75 | ||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23 070 | −11,42 | 3 075 | −8,43 | ||||
| 2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 3 612 | −2,03 | 482 | 1,26 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2 209 | −0,09 | 285 | 0,71 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 23 194 | −0,12 | 3 092 | 3,24 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 17 165 | −0,30 | 2 288 | 3,06 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3 242 | −0,09 | 432 | 3,35 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 5 885 | −0,30 | 785 | 3,02 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 19 094 | −32,81 | 2 375 | −36,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3 081 | −52,41 | 411 | −50,84 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 007 | −4,78 | 1 601 | −1,60 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 13 327 | −1,06 | 1 777 | 2,25 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 40 211 | −0,55 | 5 481 | 5,12 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 69 735 | −0,58 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 155 224 | −1,10 | 20 693 | 2,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11 249 | −2,00 | 1 499 | 1,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64 211 | −0,96 | 9 | 0,00 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 3 643 | −1,75 | 486 | 1,46 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45 665 | −0,12 | 6 088 | 3,26 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 150 324 | −3,20 | 20 040 | 0,07 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3 792 | −0,24 | 506 | 3,06 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 3 834 | −2,19 | 1 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 505 | −10,26 | 601 | −7,26 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 13 859 | −11,62 | 1 848 | −8,65 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 56 290 | −2,94 | 7 504 | 0,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 603 154 | −0,46 | 480 336 | 2,90 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 968 | −0,17 | 396 | 3,13 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 701 | −6,93 | 360 | −3,74 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 128 337 | −8,89 | 15 381 | −5,84 |
