Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 079 | −0,29 | 167 | 8,50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 410 | −3,77 | 433 | 4,59 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 673 | −7,05 | 775 | 1,04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 814 | −19,53 | 428 | −12,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 294 867 | −6,57 | 23 754 | 1,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 668 490 | −2,80 | 54 | 6,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 163 | −30,64 | 13 | −23,53 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 324 | −6,50 | 266 | 1,92 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139 631 | −8,18 | 11 186 | −0,19 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 602 | −37,56 | 208 | −32,25 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79 669 | −0,50 | 6 382 | 8,17 | ||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 66 021 | −1,67 | 5 289 | 6,91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117 089 | −2,27 | 9 380 | 6,25 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 304 237 | −2,19 | 24 372 | 6,33 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15 252 | −0,20 | 1 222 | 8,44 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Croban | 120 943 | −0,60 | 9 689 | 8,05 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6 070 | −7,62 | 486 | 0,41 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 9 214 | −3,59 | 738 | 4,83 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 629 | −6,60 | 451 | 1,35 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 6 254 | −99,12 | 501 | −99,04 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 525 860 | −2,06 | 202 347 | 6,47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 212 045 | −3,92 | 16 987 | 4,45 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 247 | −4,86 | 500 | 3,52 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2 639 | −14,82 | 211 | −7,46 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3 282 | −3,84 | 263 | 4,38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 301 | −4,26 | 264 | 3,94 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 87 543 | −1,25 | 7 013 | 7,36 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7 706 | −0,12 | 617 | 8,63 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 178 | −3,78 | 14 | 7,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 993 | −3,29 | 320 | 4,93 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 158 110 | −48,96 | 13 | −45,45 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18 188 | −1,07 | 1 457 | 7,61 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13 041 | −2,91 | 1 045 | 5,56 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 14 411 | −16,56 | 1 062 | −9,47 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 45 640 | −0,59 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7 503 | −1,16 | 601 | 7,51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 867 | −16,35 | 951 | −9,09 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 178 108 | −4,58 | 14 268 | 3,74 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16 815 | −32,32 | 1 347 | −26,39 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 4 640 | −30,80 | 372 | −24,90 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 35 118 | −21,49 | 2 813 | −14,65 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 53 792 | −11,24 | 4 309 | −3,49 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 27 939 | −21,38 | 2 238 | −14,51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 676 | −14,86 | 54 | −6,90 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5 898 | −6,08 | 473 | 2,16 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24 741 | −0,80 | 1 983 | 7,95 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 12 707 | −8,69 | 1 018 | −0,78 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20 689 | −1,23 | 1 657 | 7,39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 49 942 | −0,19 | 4 001 | 8,49 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 84 181 | −0,57 | 6 744 | 8,10 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 548 | −3,17 | 284 | 5,19 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 597 | −14,60 | 368 | −7,07 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 279 490 | −22,90 | 22 390 | −16,19 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5 836 | −7,96 | 468 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 080 | −18,94 | 407 | −11,93 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 426 | −18,23 | 34 | −10,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 207 | −1,07 | 1 218 | 7,60 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21 180 | −0,24 | 1 697 | 8,44 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Focused Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Syverson Strege & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 319 | −4,07 | 106 | 3,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 302 | −10,49 | 585 | −2,83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 475 | −4,77 | 0 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6 727 | −7,38 | 539 | 0,56 | ||||
| 2025-05-12 | 13F | Capital Group Private Client Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 210 | −0,94 | 17 | 6,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 456 | −5,56 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2 288 | −0,78 | 183 | 8,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 424 | −10,21 | 1 491 | −1,46 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 618 | −1,64 | 1 652 | 6,93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 798 | −14,12 | 1 506 | −8,45 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 149 636 | −1,60 | 11 987 | 6,98 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 173 234 | −0,50 | 13 877 | 8,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 327 | −4,66 | 26 | 4,00 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 110 | −12,00 | 9 | −11,11 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 104 851 | −2,64 | 8 400 | 5,85 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27 250 | −0,46 | 2 183 | 8,18 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 000 | −0,50 | 160 | 8,11 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 628 | −3,48 | 531 | 4,74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 245 | −46,39 | 20 | −42,42 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 771 | −3,91 | 382 | 4,66 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 129 708 | −9,65 | 10 391 | −1,79 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 400 | −60,00 | 32 | −56,16 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 899 | −0,34 | 232 | 8,41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 147 985 | −8,98 | 11 855 | −1,07 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 598 | −0,94 | 1 169 | 7,74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 709 | −80,77 | 217 | −79,07 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135 239 | −2,13 | 10 834 | 6,39 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10 518 | −0,93 | 843 | 7,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 311 513 | −51,10 | 24 955 | −46,84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14 515 | −0,68 | 1 163 | 7,99 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 821 | −9,90 | 146 | −2,03 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 158 525 | −3,72 | 13 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 389 | −0,02 | 672 | 8,74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 21 635 | −4,49 | 1 733 | 3,83 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 9 777 | −0,51 | 783 | 8,15 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 905 | −34,47 | 72 | −28,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52 175 | −33,86 | 4 183 | −28,05 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 828 | −15,27 | 391 | −6,68 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8 170 | −1,99 | 655 | 6,51 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 154 096 | −0,76 | 12 345 | 7,88 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 945 | −3,70 | 236 | 4,44 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 48 562 | −2,70 | 3 890 | 5,79 | ||||
| 2025-08-12 | 13F | Camden National Bank | 11 215 | −1,15 | 898 | 7,42 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 503 | −3,82 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 368 264 | −4,22 | 29 502 | 4,12 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 198 | −92,27 | 16 | −92,02 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4 561 | −0,65 | 365 | 7,99 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 113 353 | −0,02 | 9 081 | 8,69 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 4 134 | −2,08 | 331 | 6,43 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 101 | −0,98 | 649 | 7,64 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 761 | −7,27 | 301 | 1,01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 149 | −29,41 | 252 | −23,17 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 451 | −1,29 | 196 | 7,69 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5 601 | −2,27 | 449 | 6,16 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 17 784 | −0,12 | 1 425 | 8,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44 538 | −2,30 | 3 568 | 6,19 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 28 281 | −6,16 | 2 266 | 2,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32 342 | −15,55 | 2 591 | −8,22 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 155 010 | −1,02 | 12 418 | 7,60 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21 520 | −17,06 | 1 724 | −2,10 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 648 | −2,47 | 853 | 6,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4 181 | −10,70 | 335 | −3,19 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Novem Group | 12 712 | −8,01 | 1 018 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 414 | −3,50 | 33 | 6,45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37 030 | −0,36 | 2 966 | 8,33 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3 043 | −0,85 | 244 | 7,52 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 032 | −10,57 | 579 | −0,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 226 906 | −2,63 | 18 177 | 5,85 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 24 668 | −0,20 | 1 976 | 8,51 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10 538 | −2,54 | 844 | 6,03 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 33 302 | −6,04 | 2 676 | 0,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 876 | −23,53 | 230 | −10,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 371 801 | −11,16 | 29 785 | −3,42 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 106 904 | −22,60 | 8 564 | −15,86 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38 234 | −10,64 | 3 063 | −2,86 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77 538 | −1,34 | 6 212 | 7,25 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 316 681 | −1,13 | 25 369 | 7,48 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 153 315 | −0,35 | 12 282 | 8,34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 971 | −37,88 | 78 | −33,04 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13 562 | −3,17 | 1 086 | 5,23 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 10 230 | −14,23 | 820 | −6,72 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | −4,65 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 27 901 | −0,40 | 2 235 | 8,28 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Motco | 28 287 | −6,14 | 2 262 | 1,89 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 2 521 | −7,96 | 202 | 0,00 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 113 545 | −1,17 | 9 096 | 7,45 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9 104 | −0,10 | 729 | 8,64 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 241 858 | −2,03 | 19 375 | 6,51 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 106 | −54,89 | 8 | −52,94 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251 790 | −8,53 | 20 171 | −0,56 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 2 999 | −0,96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 776 | −28,97 | 222 | −22,65 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 135 692 | −1,88 | 10 870 | 6,66 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 25 332 | −0,13 | 1 867 | 8,43 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3 708 | −0,88 | 297 | 8,00 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36 170 | −0,03 | 2 887 | 7,84 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 642 | −1,49 | 292 | 6,99 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7 013 | −7,49 | 562 | 0,54 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8 850 | −0,56 | 709 | 8,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 154 | −20,59 | 253 | −13,70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26 540 | −12,15 | 2 126 | −4,49 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 34 726 | −1,61 | 2 782 | 6,96 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | −100,00 | 0 |
