Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | APPLX - Appleseed Fund Investor Class | 175.000 | -12,50 | 4.436 | -7,81 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3.917 | -8,82 | 99 | -3,88 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 207.380 | -6,24 | 5.214 | 8,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.162.641 | -0,83 | 29.705 | 5,31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134.958 | -0,64 | 3.421 | 4,68 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8.255 | -77,67 | 209 | -76,49 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11.009 | -32,93 | 279 | -29,19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 67.837 | -0,96 | 1.720 | 4,37 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 46.207 | -6,06 | 1.171 | -1,01 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 18.939 | -62,73 | 476 | -57,58 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 24.106 | -46,26 | 611 | -43,37 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 614.790 | -0,13 | 15.585 | 5,22 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 19.359 | -80,75 | 491 | -79,74 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 107.225 | -25,22 | 2.718 | -21,19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909.453 | -3,04 | 23.055 | 2,15 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9.729 | -0,44 | 247 | 4,68 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 197.208 | -2,47 | 4.999 | 2,78 | ||||
| 2025-07-07 | 13F | Hedges Asset Management LLC | 65.000 | -17,20 | 1.648 | -12,76 | ||||
| 2025-05-19 | NP | LIONX - Issachar Fund Class N Shares | 60.000 | -40,77 | 1.444 | -30,09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 488.158 | -9,88 | 12.375 | -5,06 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1.077.957 | -36,56 | 27.326 | -33,16 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 209.479 | -16,80 | 5.310 | -12,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 60.135 | -0,32 | 1.524 | 5,03 | ||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 60.000 | -19,46 | 1.521 | -15,12 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 294.990 | -1,50 | 7.478 | 3,78 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 15.000 | -26,24 | 380 | -22,29 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 147.316 | -6,59 | 3.734 | -1,58 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11.035 | -4,71 | 283 | 0,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 110.858 | -12,16 | 2.810 | -7,44 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10.488 | -0,06 | 266 | 5,16 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 244 | -87,32 | 39 | 2,63 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 123.009 | -69,71 | 3.130 | -67,97 | ||||
| 2025-08-28 | NP | SAMM - Strategas Macro Momentum ETF | 9.574 | -61,55 | 243 | -59,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9.225 | -24,20 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 13.181 | -0,48 | 334 | 5,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 155.591 | -43,93 | 3.944 | -29,57 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 19.550 | -6,07 | 496 | -1,00 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 11.000 | -35,97 | 279 | -32,69 | ||||
| 2025-07-29 | 13F | Arnhold LLC | 51.486 | -8,85 | 1.305 | -3,97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14.330 | -61,51 | 363 | -59,44 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 576.045 | -18,02 | 14.603 | -13,62 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 168.463 | -13,81 | 4.271 | -9,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 17.718 | -2,34 | 449 | 2,98 | ||||
| 2025-07-29 | 13F | WS Portfolio Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4.843.086 | -3,65 | 122.772 | 1,52 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 16.925 | -26,41 | 429 | -22,42 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 10.000 | -9,09 | 254 | -4,17 | ||||
| 2025-05-15 | 13F | Weiss Asset Management LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 405.197 | -3,00 | 10.272 | 2,20 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 259 | -85,23 | 7 | -85,71 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 87.951 | -2,87 | 2.230 | 2,34 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 13.270 | -31,53 | 336 | -27,90 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 253.080 | -1,66 | 6.416 | 3,62 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 204.857 | -0,01 | 5.193 | 5,36 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 866.612 | -0,68 | 21.969 | 4,64 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 129.406 | -57,59 | 3.280 | -55,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 346.603 | -37,18 | 8.786 | -33,81 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 37.134 | -4,82 | 941 | 0,32 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 355.694 | -2,53 | 9.017 | 2,69 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 354.550 | -1,16 | 8.988 | 4,14 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 2.020.000 | -5,65 | 51.207 | -0,59 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.192.904 | -8,78 | 30.240 | -3,89 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 6.770 | -31,47 | 170 | -20,19 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 41.835 | -2,33 | 1.061 | 2,91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18.337 | -5,17 | 465 | -0,22 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 37.872 | -11,46 | 960 | -6,71 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 35.700 | -0,56 | 905 | 4,75 | ||||
| 2025-05-15 | 13F | Wexford Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 170.064 | -1,76 | 4.311 | 3,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 40.090 | -4,42 | 1.016 | 0,69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Sprott Inc. | 1.942.429 | -2,30 | 49.242 | 2,93 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17.498 | -74,31 | 444 | -72,95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 447.302 | -21,76 | 11.339 | -17,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6.988 | -6,68 | 177 | -1,67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30.069 | -47,19 | 762 | -44,34 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11.658 | -2,10 | 296 | 3,15 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 320.153 | -2,09 | 8.116 | 3,15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | -2,97 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 299.483 | -44,13 | 7.592 | -41,14 | ||||
| 2025-04-07 | 13F | Howard Financial Services, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 35.008 | -2,26 | 887 | 3,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 306.447 | -7,29 | 7.713 | -3,02 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 24.711 | -28,48 | 626 | -24,67 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 18.174 | -6,20 | 461 | -1,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.617.170 | -3,87 | 40.995 | 1,28 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 40.898 | -1,53 | 1.037 | 3,70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 100.767 | -1,40 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 53.944 | -0,10 | 1.367 | 5,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 221.171 | -9,55 | 5.607 | -4,71 | ||||
| 2025-04-22 | 13F | Arrow Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 1.788 | -62,58 | 45 | -58,10 | ||||
| 2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 84.776 | -0,24 | 2.149 | 5,14 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 74.065 | -11,86 | 1.878 | -7,13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 35.023 | -21,59 | 888 | -17,41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12.368 | -1,57 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 39.510 | -0,50 | 1.002 | 4,82 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15.947 | -15,80 | 404 | -11,21 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20.000 | -9,09 | 507 | -4,16 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 13.000 | -12,16 | 313 | 4,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5.960 | -24,89 | 120 | -36,84 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 258.356 | -13,94 | 6.549 | -9,32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 8.961 | -0,13 | 227 | 5,58 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 19.000 | -17,39 | 482 | -13,02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 23.847 | -16,78 | 605 | -12,34 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 227.655 | -1,27 | 5.771 | 4,04 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 28.299 | -69,39 | 717 | -67,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281.887 | -5,61 | 7.146 | -0,56 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11.020 | -16,42 | 279 | -10,58 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 97.920 | -8,84 | 2.482 | -3,95 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 65.599 | -1,50 | 1.663 | 3,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 161.290 | -1,54 | 4.089 | 3,73 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 47.500 | -7,59 | 1.204 | -2,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 117.147 | -23,75 | 2.969 | -19,67 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Quilter Plc | 448.093 | -2,53 | 11.359 | 2,69 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 585 | -41,50 | 15 | -41,67 | ||||
| 2025-08-14 | 13F | Manatuck Hill Partners, LLC | 262.500 | -36,36 | 6.654 | -32,95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27.621 | -6,88 | 700 | -1,82 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 28.257 | -10,18 | 716 | -5,29 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 227.655 | -1,48 | 5.771 | 3,81 | ||||
| 2025-05-07 | 13F | Robinson Value Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59.915 | -6,36 | 1.519 | -1,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24.552 | -34,98 | 622 | -31,50 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 209.531 | -1,75 | 5.312 | 3,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 31.536 | -3,07 | 799 | 2,17 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 341.901 | -0,98 | 8.756 | 11,13 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 259.978 | -2,21 | 6.590 | 3,03 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Mason Hill Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 87.465 | -1,88 | 2.217 | 3,40 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 36.437 | -81,30 | 924 | -80,31 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 543.915 | -1,69 | 14.066 | 1,09 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 89.525 | -22,17 | 2.269 | -18,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 2.519.041 | -9,14 | 63.858 | -4,27 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37.477 | -35,91 | 950 | -31,75 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Clarity Financial LLC | 15.895 | -2,75 | 403 | 2,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.453.624 | -5,13 | 37 | 0,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 237.065 | -0,33 | 6.183 | 8,04 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 43.100 | -5,48 | 1.093 | -0,46 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 87.533 | -10,66 | 2.219 | -5,90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 92.054 | -4,56 | 2.353 | 3,07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 32.087 | -7,63 | 813 | -2,63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 30.528 | -6,48 | 1 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 40.161 | -2,43 | 1.018 | 2,83 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 359.487 | -16,23 | 9 | -10,00 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 1.007.806 | -1,25 | 25.548 | 4,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.689.784 | -18,67 | 42.836 | -14,31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1.871.490 | -0,72 | 47.442 | 4,60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10.216 | -3,48 | 259 | 1,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.524.818 | -3,54 | 140.054 | 1,63 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 12.490 | -9,35 | 317 | -4,53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48.487 | -64,04 | 1.229 | -62,11 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 103.870 | -0,59 | 2.633 | 4,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18.636 | -0,51 | 472 | 4,89 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 28.571 | -5,64 | 724 | -0,55 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 23.453 | -0,29 | 595 | 5,13 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 620.923 | -26,37 | 15.740 | -22,42 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 56.889 | -49,96 | 1.442 | -47,28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 71.543 | -51,88 | 1.814 | -49,32 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.369 | -0,68 | 314 | 4,68 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 14.960 | -35,21 | 385 | -36,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 205.995 | -27,85 | 5.222 | -23,99 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 322.264 | -3,91 | 8.169 | 1,24 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34.843 | -5,27 | 883 | -0,23 | ||||
| 2025-08-08 | 13F | Thompson Davis & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 232.141 | -16,20 | 5.885 | -11,70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 23.046 | -1,51 | 584 | 3,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3.026 | -19,86 | 77 | -15,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22.674 | -14,31 | 575 | -9,75 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 631.977 | -3,41 | 16.021 | 1,77 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11.545 | -98,15 | 293 | -98,06 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11.314 | -17,48 | 287 | 3,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 29.255 | -6,86 | 742 | -1,85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 129.503 | -0,62 | 3.283 | 4,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4.261.148 | -8,24 | 108.020 | -3,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 54.706 | -13,08 | 1.387 | -8,45 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 254.542 | -1,79 | 6.453 | 3,48 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 548.770 | -13,21 | 13.796 | 0,79 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13.544 | -0,22 | 343 | 5,21 | ||||
| 2025-08-26 | NP | PVCMX - Palm Valley Capital Fund Investor Class | 155.197 | -23,45 | 3.934 | -19,34 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 29.141 | -24,82 | 739 | -20,82 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 47.670 | -1,57 | 1.208 | 3,69 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 363.455 | -5,61 | 9.214 | -0,55 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8.828 | -0,56 | 224 | 4,69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 36.463 | -24,31 | 924 | -20,29 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 56.560 | -7,23 | 1.434 | -2,25 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 51.316 | -24,97 | 1.301 | -20,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 927.690 | -23,31 | 23.517 | -19,20 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 68.747 | -1,24 | 1.743 | 4,06 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 130.919 | -0,22 | 3.319 | 5,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 300.116 | -22,40 | 8 | -22,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76.656 | -5,24 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 27.300 | -94,01 | 692 | -93,69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 572.423 | -5,62 | 14.511 | -0,56 |
