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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 263 | −0,18 | 1 063 | 12,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 708 | −38,15 | 991 | −30,06 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 19 566 | −19,38 | 2 517 | −8,84 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 48 554 | −21,19 | 6 245 | −10,89 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 5 377 | −35,42 | 692 | −27,03 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2 613 | −16,94 | 336 | −5,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 405 | −15,82 | 4 425 | −4,82 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 244 | −29,28 | 31 | −20,51 | ||||
| 2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 402 | −13,74 | 438 | −2,02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 12 746 | −85,16 | 1 640 | −83,22 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 24 446 | −0,22 | 3 145 | 12,81 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4 402 | −52,91 | 566 | −46,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 941 | −57,32 | 4 109 | −51,74 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 519 | −0,87 | 453 | 12,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51 555 | −14,04 | 6 647 | −2,58 | ||||
| 2025-05-06 | 13F | Arlington Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 788 | −16,12 | 1 130 | −5,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40 580 | −2,12 | 5 220 | 10,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 946 | −4,89 | 250 | 7,76 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 904 | −33,26 | 374 | −24,49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 716 | −54,25 | 92 | −48,02 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 649 | −78,91 | 212 | −72,09 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 920 | −1,51 | 504 | 11,50 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 909 | −7,92 | 510 | 5,60 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 14 019 | −5,42 | 1 803 | 6,94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 707 440 | −12,29 | 90 998 | −0,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 333 | −75,85 | 43 | −73,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 34 560 | −86,11 | 4 445 | −85,54 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13 088 | −64,99 | 1 683 | −60,42 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 257 | −9,82 | 33 | 0,00 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11 785 | −19,34 | 1 521 | −5,12 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | ADG Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19 851 | −27,71 | 3 | −33,33 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 605 | −7,11 | 1 107 | 5,03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Brand Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 268 | −30,31 | 549 | −21,26 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 8 620 | −0,02 | 1 109 | 20,70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 475 | −12,57 | 833 | −1,19 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 3 450 | −19,37 | 444 | −8,85 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 47 040 | −1,87 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 10 565 | −57,37 | 1 359 | −51,83 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 087 | −18,14 | 397 | −7,24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 761 | −0,54 | 355 | 12,70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 576 | −49,60 | 717 | −43,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 29 181 | −12,91 | 3 754 | −1,52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 244 617 | −1,49 | 31 465 | 11,39 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 574 | −83,35 | 460 | −81,20 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 674 090 | −4,14 | 215 338 | 8,39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 9 738 | −2,52 | 1 253 | 10,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 764 | −0,07 | 356 | 13,06 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 058 | −17,52 | 265 | −6,38 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 523 | −1,54 | 839 | 11,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 273 609 | −3,89 | 35 | 9,38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 712 | −28,64 | 195 | −34,46 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 627 | −9,43 | 724 | 2,41 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 59 927 | −0,26 | 7 708 | 12,77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 028 | −88,99 | 390 | −87,56 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 2 472 | −9,38 | 318 | 2,26 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 942 | −74,80 | 250 | −71,58 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2 361 | −5,86 | 304 | 6,32 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 26 394 | −9,20 | 3 395 | 2,69 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2 252 | −43,42 | 290 | −36,06 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 876 | −5,50 | 884 | −1,56 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 58 251 | −6,64 | 7 493 | 5,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 490 | −90,54 | 449 | 16,06 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 18 286 | −1,73 | 2 352 | 11,15 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2 277 | −91,03 | 293 | −89,89 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 163 732 | −20,86 | 21 387 | −9,13 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104 706 | −78,68 | 11 911 | −80,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 94 844 | −16,21 | 12 200 | −5,26 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 448 | −10,40 | 444 | 1,37 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 991 | −55,43 | 1 928 | −49,61 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2 331 | −18,61 | 300 | −8,00 | ||||
| 2025-05-27 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14 945 | −15,26 | 1 700 | −21,95 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 276 | −4,13 | 421 | 8,51 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 418 | −4,12 | 826 | 8,41 | ||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8 114 | −2,34 | 1 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 512 | −5,12 | 966 | 7,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 45 809 | −7,46 | 5 892 | 4,64 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 47 922 | −0,90 | 6 164 | 12,07 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 15 392 | −62,26 | 1 980 | −57,34 | ||||
| 2025-05-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29 817 | −3,82 | 3 835 | 8,76 | ||||
| 2025-04-22 | 13F | Diversified Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 392 | −79,34 | 1 723 | −76,65 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 24 142 | −9,28 | 3 105 | 2,58 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 214 476 | −0,49 | 28 | 12,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 145 | −97,00 | 19 | −96,72 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 205 967 | −1,48 | 26 493 | 11,40 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 15 838 | −2,12 | 2 037 | 10,71 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 717 | −46,87 | 349 | −39,93 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 875 | −33,96 | 113 | −25,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 549 | −1,70 | 1 100 | 11,12 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 21 522 | −2,94 | 2 768 | 9,75 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 52 017 | −24,58 | 6 691 | −14,71 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 2 584 | −6,78 | 332 | 5,40 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 3 743 | −8,19 | 481 | 3,89 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 044 | −5,63 | 263 | 6,50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 093 | −21,20 | 141 | −10,83 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 317 585 | −0,63 | 40 851 | 12,35 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 52 351 | −0,89 | 6 734 | 12,07 | ||||
| 2025-05-27 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 32 053 | −13,95 | 3 646 | −20,76 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 7 667 | −10,35 | 986 | 1,44 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 265 | −4,90 | 1 320 | 7,58 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 23 284 | −0,18 | 2 995 | 12,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 912 | −13,90 | 1 275 | −2,67 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 753 | −59,39 | 2 284 | −54,09 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 2 457 | −1,48 | 316 | 11,66 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 669 | −12,86 | 343 | −1,44 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 155 | −70,90 | 277 | −69,19 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 8 414 | −40,21 | 1 082 | −32,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 603 | −8,01 | 1 107 | 4,05 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 38 726 | −6,43 | 4 981 | 5,80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 583 | −27,29 | 718 | −17,75 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 116 | −42,29 | 15 | −36,36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 41 644 | −56,63 | 5 357 | −54,84 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 213 | −74,79 | 413 | −71,50 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 994 | −26,15 | 514 | −16,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 527 | −86,92 | 454 | −85,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 650 232 | −5,94 | 83 663 | 6,36 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 292 | −41,09 | 147 | −45,93 | ||||
| 2025-04-21 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 15 339 | −14,41 | 1 973 | −3,19 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 492 | −8,99 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 903 | −1,74 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 739 | −5,98 | 1 639 | 6,29 |
