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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 48.868 | -5,57 | 3.846 | -5,09 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2.251 | -63,18 | 177 | -62,97 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23.818 | -5,28 | 1.874 | -4,78 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3.651 | -0,54 | 287 | 0,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38.310 | -1,65 | 3.015 | -1,15 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5.994 | -0,71 | 472 | 0,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4.703 | -7,51 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 7.907 | -1,92 | 622 | -1,43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7.582 | -9,36 | 597 | -8,87 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4.875 | -3,08 | 384 | -2,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 212.784 | -9,91 | 16.746 | -9,42 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 42.054 | -13,10 | 3.310 | -12,65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6.175 | -2,06 | 486 | -1,62 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 11.175 | -1,09 | 879 | -0,57 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17.156 | -1,82 | 1.350 | -1,24 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29.406 | -16,81 | 2.314 | -16,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12.204 | -10,09 | 960 | -9,60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7.185 | -1,45 | 565 | -0,88 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3.767 | -67,68 | 296 | -67,54 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4.523 | -29,59 | 356 | -29,28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 97.842 | -9,27 | 7.700 | -8,78 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 6.723 | -54,20 | 527 | -53,97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2.773 | -0,18 | 218 | 0,46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122.642 | -43,59 | 9.652 | -43,29 | ||||
| 2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24.543 | -17,38 | 1.932 | -16,95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1.005.787 | -4,36 | 79 | -3,66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22.505 | -6,91 | 1.771 | -6,40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16.550.215 | -0,02 | 1.302.502 | 0,52 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6.107 | -7,99 | 481 | -7,51 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 16.661 | -95,28 | 1.311 | -95,26 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 27.834 | -6,96 | 2.191 | -6,45 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5.785 | -52,45 | 455 | -52,21 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 144.286 | -0,08 | 11.355 | 0,46 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 351 | -25,48 | 28 | -25,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80.142 | -5,15 | 6.307 | -4,63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 4.371 | -1,66 | 344 | -0,86 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175.698 | -5,52 | 13.827 | -5,01 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 7.596 | -7,98 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | -78,69 | 2 | -77,78 | ||||
| 2025-08-05 | 13F | Burney Co/ | 9.255 | -42,27 | 728 | -41,99 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29.493 | -33,89 | 2.312 | -33,82 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 60.042 | -0,12 | 4.725 | 0,43 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34.478 | -2,10 | 2.713 | -1,56 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158.099 | -1,49 | 12.442 | -0,96 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5.867 | -5,61 | 462 | -5,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1.369 | -18,95 | 108 | -18,94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1.060 | -32,18 | 83 | -31,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14.098 | -18,91 | 1.109 | -18,34 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77.305 | -5,77 | 6.084 | -5,28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 188.180 | -12,80 | 14.810 | -12,33 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 35.322 | -0,98 | 2.780 | -0,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3.625 | -66,23 | 285 | -66,07 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12.892 | -0,77 | 1.015 | -0,29 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9.119 | -1,77 | 718 | -1,24 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 31.659 | -6,45 | 2.492 | -5,96 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206.203 | -12,64 | 16.228 | -12,17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3.457.109 | -1,90 | 272.074 | -1,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707.235 | -15,08 | 55.659 | -14,63 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 529.737 | -3,27 | 42 | -2,38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16.501 | -28,33 | 1.299 | -27,97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | -93,18 | 643 | 0,63 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18.920 | -0,30 | 1.489 | 0,27 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 4.500 | -1,10 | 354 | -0,56 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 242.492 | -1,16 | 19.084 | -0,63 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4.232 | -4,73 | 333 | -4,03 | ||||
| 2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7.573 | -5,11 | 596 | -4,65 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3.677 | -9,03 | 289 | -8,54 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.948 | -78,48 | 233 | -78,26 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52.523 | -4,31 | 4.134 | -3,79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34.091 | -7,73 | 2.683 | -6,62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31.746 | -7,01 | 2.498 | -6,51 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4.320 | -11,93 | 340 | -11,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2.532.898 | -0,98 | 199.339 | -0,45 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 14.943 | -0,28 | 1.176 | 0,17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 42.869 | -33,55 | 3.374 | -33,19 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 56.053 | -4,76 | 4.411 | -4,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332.107 | -1,57 | 26.137 | -1,05 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7.125 | -1,74 | 561 | -1,23 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80.895 | -18,63 | 6.366 | -18,20 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5.055 | -0,51 | 398 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92.494 | -5,90 | 7 | 0,00 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 60.670 | -7,54 | 4.775 | -7,05 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5.645 | -11,16 | 442 | -11,27 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115.506 | -4,08 | 9 | 0,00 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169.721 | -1,62 | 13.357 | -1,10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2.564 | -2,17 | 202 | -1,95 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1.165 | -20,04 | 92 | -20,18 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88.805 | -56,06 | 6.989 | -55,83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29.991 | -5,11 | 2.360 | -4,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 754.404 | -0,72 | 59.372 | -0,19 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 29.150 | -0,73 | 2.294 | -0,17 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157.322 | -1,11 | 12.381 | -0,57 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4.311.017 | -6,82 | 339.277 | -6,32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47.384 | -11,71 | 3.729 | -11,24 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3.980 | -0,05 | 313 | 0,64 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5.274 | -10,02 | 415 | -9,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113.649 | -18,28 | 8.943 | -17,85 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68.179 | -3,23 | 5.366 | -2,70 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15.690 | -14,55 | 1.235 | -14,13 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Cumberland Partners Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1.604 | -11,38 | 126 | -10,64 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17.965 | -4,11 | 1.408 | -4,02 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6.071 | -37,20 | 478 | -36,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | -96,90 | 11 | -96,95 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6.912 | -0,13 | 544 | 0,37 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4.921 | -1,09 | 387 | -0,51 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22.193 | -0,78 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51.419 | -7,71 | 4.047 | -7,22 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10.282 | -6,65 | 809 | -6,15 | ||||
| 2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19.948 | -2,00 | 1.568 | -1,57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7.489 | -25,30 | 589 | -24,87 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12.474 | -7,42 | 982 | -6,93 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19.872 | -5,10 | 1.564 | -4,64 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 6.065 | -4,56 | 477 | -4,02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 183.185 | -1,10 | 14.417 | -0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6.371 | -1,67 | 501 | -1,18 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2.711 | -13,55 | 213 | -13,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19.229 | -0,31 | 1.513 | 0,27 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3.457.109 | -1,90 | 272.074 | -1,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33.887 | -11,10 | 2.667 | -10,66 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26.137 | -4,37 | 2.057 | -3,88 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 116.905 | -9,51 | 9.200 | -9,03 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116.296 | -1,44 | 10.181 | 10,22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103.739 | -0,75 | 8.164 | -0,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14.378 | -46,88 | 1.127 | -46,81 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 3.432 | -13,88 | 270 | -13,18 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 112.274 | -1,23 | 8.836 | -0,71 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 37.830 | -20,47 | 3 | -33,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435.969 | -3,77 | 34.311 | -3,26 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5.798 | -0,10 | 456 | 0,44 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 12.487 | -7,48 | 983 | -7,01 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.565 | -3,43 | 515 | -3,20 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 5.886 | -16,24 | 463 | -15,82 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6.861 | -4,55 | 540 | -4,09 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 34.649 | -0,25 | 2.727 | 0,26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6.055 | -4,86 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 88.147 | -15,92 | 6.937 | -15,46 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 9.825 | -5,37 | 759 | -6,65 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 44.750 | -9,53 | 3.522 | -9,04 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4.023 | -2,43 | 317 | -1,86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 67.573 | -2,38 | 5.318 | -1,85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 27.418 | -7,33 | 2.158 | -6,83 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 44.996 | -4,16 | 3.541 | -3,65 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71.550 | -0,82 | 5.631 | -0,30 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19.486 | -3,44 | 1.534 | -2,91 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24.929 | -17,07 | 1.962 | -16,66 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 11.634 | -1,71 | 916 | -1,19 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17.468 | -5,73 | 1.375 | -5,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37.581 | -3,34 | 2.958 | -2,83 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6.719 | -2,81 | 529 | -2,40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3.277 | -2,79 | 258 | -2,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4.871 | -1,22 | 383 | -0,78 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81.574 | -24,83 | 6.420 | -24,44 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 14.190 | -20,95 | 1.117 | -20,57 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 67.918 | -13,06 | 5.345 | 88.983,33 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6.723 | -51,34 | 1 | -100,00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3.408 | -96,20 | 268 | -96,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34.049 | -33,63 | 3 | -33,33 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10.363 | -7,46 | 816 | -6,96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54.425 | -0,53 | 4.273 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.241 | -14,18 | 98 | -14,16 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25.029 | -25,48 | 1.970 | -25,10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 109.650 | -35,01 | 8.629 | -34,66 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 53 | -74,40 | 4 | -75,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135.376 | -0,88 | 10.654 | -0,35 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 15.586 | -13,11 | 1.227 | -12,68 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34.905 | -89,24 | 2.747 | -89,18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | -24,00 | 12 | -26,67 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142.659 | -3,54 | 11.227 | -3,01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 399.764 | -2,13 | 31.461 | -1,60 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13.740 | -25,57 | 1.075 | -25,61 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51.009 | -0,34 | 4.014 | 0,20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4.819 | -8,90 | 379 | -8,45 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30.801 | -1,77 | 2.424 | -1,22 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15.900 | -9,62 | 1.251 | -9,15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 393 | -37,52 | 31 | -38,78 | ||||
| 2025-08-14 | 13F | Man Group plc | 139.943 | -11,78 | 11.014 | -11,31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 194.290 | -1,20 | 15.291 | -0,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28.568 | -7,29 | 2.248 | -6,80 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 79.224 | -0,02 | 6.235 | 0,50 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 19.127 | -8,34 | 1.505 | -7,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2.658 | -40,68 | 209 | -40,29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5.622 | -60,51 | 442 | -60,32 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 44.914 | -0,11 | 3.535 | 0,43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3.196 | -31,15 | 252 | -30,85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36.239 | -8,37 | 2.852 | -7,82 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7.105 | -2,03 | 559 | -1,41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25.299 | -21,05 | 1.991 | -20,61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 30.032 | -0,26 | 2.365 | 0,34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 508 | -96,26 | 40 | -96,33 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3.048 | -0,49 | 240 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 6.488 | -2,52 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 24.216 | -19,17 | 1.906 | -18,76 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4.157 | -37,07 | 327 | -36,75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 104.212 | -1,81 | 8.201 | -1,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 744.272 | -2,48 | 58.574 | -1,96 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 101.998 | -1,32 | 8.027 | -0,78 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 52.225 | -4,39 | 4.110 | -3,86 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.621.727 | -4,53 | 126.819 | -4,33 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2.609 | -20,94 | 205 | -20,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | -13,99 | 45 | -13,46 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4.653 | -13,91 | 366 | -13,48 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 738 | -3,78 | 58 | -3,33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 28.167 | -4,23 | 2.212 | -3,79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23.643 | -20,31 | 1.861 | -19,90 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5.073 | -0,90 | 399 | 1,01 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27.647 | -31,53 | 2.161 | -31,62 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5.310 | -17,80 | 418 | -17,43 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28.648 | -5,25 | 2.255 | -4,73 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 31.083 | -0,48 | 2.446 | 0,08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.599 | -19,28 | 755 | -18,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153.425 | -2,38 | 12.075 | -1,85 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67.132 | -6,98 | 5.283 | -5,25 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 54.085 | -0,01 | 4.256 | 0,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28.262 | -49,18 | 2.224 | -48,91 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174.076 | -1,57 | 13.700 | -1,04 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18.117 | -1,31 | 1.426 | -0,77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242.904 | -0,66 | 19.117 | -0,13 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95.383 | -2,23 | 7.507 | -1,70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 8.416 | -23,84 | 662 | -23,47 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2.837 | -26,08 | 223 | -25,75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 24.413 | -8,73 | 1.911 | -8,13 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22.663 | -10,32 | 1.784 | -9,86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35.118 | -1,73 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33.234 | -5,32 | 2.616 | -4,81 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 8.000 | -0,25 | 630 | 0,32 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7.082 | -0,01 | 554 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8.606 | -8,65 | 677 | -8,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95.757 | -0,67 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 3.001 | -2,79 | 236 | -2,07 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4.247 | -8,41 | 334 | -7,73 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10.929 | -7,45 | 860 | -6,93 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9.402 | -4,57 | 740 | -4,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 245.438 | -0,22 | 19.316 | 0,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3.828 | -7,00 | 301 | -6,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78.605 | -6,72 | 6.186 | -6,22 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 11.568 | -4,30 | 910 | -3,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27.605 | -87,17 | 2.173 | -87,10 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 12.748 | -31,81 | 1.003 | -31,44 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 33.997 | -25,85 | 3 | -33,33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3.062 | -60,43 | 241 | -60,33 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35.772 | -6,38 | 2.818 | -4,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7.577 | -0,08 | 596 | 0,51 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 10.655 | -1,62 | 839 | -1,06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 5.446 | -3,73 | 429 | -3,17 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53.283 | -2,29 | 4.193 | -1,76 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 45.492 | -4,95 | 3.580 | -4,43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41.381 | -6,38 | 3.253 | -5,96 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9.220 | -0,91 | 726 | -0,41 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17.113 | -3,05 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35.093 | -6,95 | 2.762 | -6,47 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 20.467 | -4,03 | 1.611 | -3,54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2.021.291 | -1,50 | 159.076 | -0,97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 135.563 | -4,68 | 10.669 | -4,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 391.744 | -0,07 | 30.830 | 0,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.915.109 | -6,00 | 386.819 | -5,49 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 2.966 | -5,42 | 233 | -4,90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6.287 | -2,03 | 495 | -1,59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31.101 | -1,65 | 2.448 | -1,13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.519 | -33,67 | 277 | -33,49 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 18.230 | -29,07 | 1.435 | -28,73 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4.169 | -3,34 | 328 | -2,67 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12.458 | -2,51 | 980 | -0,71 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8.799 | -0,19 | 692 | 0,29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 58.842 | -73,97 | 5 | -76,47 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137.092 | -8,20 | 10.789 | -7,70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 575.639 | -6,72 | 45.303 | -6,22 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 51.475 | -8,65 | 4.051 | -8,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3.547 | -0,56 | 279 | 0,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73.888 | -70,35 | 5.815 | -70,19 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3.133 | -0,67 | 245 | -0,41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 102.903 | -3,99 | 8.099 | -3,48 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192.693 | -26,35 | 15.165 | -25,96 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5.911 | -95,74 | 465 | -95,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58.031 | -9,48 | 4.567 | -8,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 540.412 | -2,84 | 43 | -2,33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 706.900 | -44,95 | 55.633 | -44,65 | ||||
| 2025-07-29 | 13F | Schubert & Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 59.915 | -1,61 | 4.715 | -1,07 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37.138 | -0,91 | 2.910 | -0,58 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3.528 | -73,10 | 278 | -72,66 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2.255.871 | -68,53 | 177.537 | -68,28 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4.467 | -2,91 | 352 | -2,50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 13.960 | -9,20 | 1.099 | -8,73 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47.106 | -0,47 | 3.707 | 0,08 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 76.274 | -3,11 | 6.003 | -2,60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | -82,79 | 2 | -88,89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6.723 | -12,01 | 529 | -11,71 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 50.585 | -3,34 | 3.981 | -2,81 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9.780 | -0,51 | 770 | 0,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113.109 | -1,30 | 8.902 | -0,77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10.158 | -29,25 | 799 | -28,85 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 9.241 | -1,22 | 727 | -0,68 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 42.166 | -13,50 | 3.318 | -13,05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9.963 | -7,42 | 784 | -6,89 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74.530 | -4,76 | 5.840 | -4,45 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31.852 | -3,42 | 2.507 | -2,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68.790 | -3,47 | 5.414 | -2,96 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 4.967 | -96,91 | 13.218 | 4,90 | ||||
| 2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5.528 | -97,92 | 435 | -97,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30.685 | -1,23 | 2.415 | -0,70 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 14.754 | -1,67 | 1.161 | -1,11 | ||||
| 2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15.800 | -3,07 | 1.243 | -2,51 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241.199 | -1,34 | 18.982 | -0,81 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 107.027 | -2,06 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8.700 | -0,58 | 685 | -0,15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5.648 | -33,53 | 443 | -33,03 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 384.604 | -2,85 | 30.268 | -2,32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18.824 | -19,79 | 1.481 | -19,38 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24.867 | -10,21 | 1.957 | -9,73 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13.538 | -3,44 | 1.065 | -2,92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19.988 | -12,49 | 1.573 | -11,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 792.001 | -0,68 | 62.330 | -0,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4.366 | -47,75 | 344 | -47,55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9.116 | -4,55 | 717 | -4,02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2.694 | -48,26 | 212 | -47,91 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 37.359 | -0,47 | 2.940 | 0,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528.638 | -0,52 | 41.361 | -0,57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 39.498 | -14,71 | 3.108 | -14,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.609 | -2,94 | 756 | -2,33 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 73.690 | -4,16 | 5.799 | -3,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 54.424 | -10,27 | 4.283 | -9,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.402 | -0,74 | 583 | -0,17 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67.518 | -1,53 | 5.314 | -1,01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2.638 | -89,87 | 208 | -89,84 | ||||
| 2025-08-12 | 13F | Ames National Corp | 137.754 | -4,69 | 10.841 | -4,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10.956 | -12,48 | 863 | -12,03 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | -4,44 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13.639 | -38,90 | 1.073 | -38,58 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | -16,67 | 16 | -16,67 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76.011 | -2,04 | 5.982 | -1,50 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11.361 | -0,93 | 894 | -0,33 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 144.316 | -2,05 | 11.358 | -1,53 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 53.837 | -7,28 | 4.237 | -6,80 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 40.634 | -3,08 | 3.198 | -2,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84.177 | -4,33 | 6.625 | -3,82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7.295 | -84,82 | 574 | -84,74 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 488.355 | -5,71 | 38.434 | -5,21 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4.255 | -63,83 | 335 | -63,70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1.710 | -6,30 | 131 | -5,76 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | -22,05 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 4.232 | -3,60 | 333 | -2,92 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 100.790 | -1,71 | 7.932 | -1,17 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11.612 | -9,32 | 914 | -8,88 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 221.547 | -0,18 | 17.436 | 0,36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1.764 | -54,82 | 139 | -54,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21.132 | -75,38 | 1.663 | -75,24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 50.939 | -3,29 | 4.009 | -2,79 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | -14,29 | 7 | -14,29 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | -58,33 | 1 | -100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13.723 | -3,00 | 1.080 | -2,44 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 75.314 | -1,79 | 5.927 | -1,27 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 91.252 | -55,53 | 7.181 | -55,29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20.457 | -6,97 | 1.608 | -6,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301.024 | -62,02 | 23.652 | -61,88 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6.309 | -1,82 | 497 | -1,39 | ||||
| 2025-04-08 | 13F | Verde Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83.612 | -8,03 | 6.580 | -7,53 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 83.853 | -66,78 | 6.599 | -66,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 6.365 | -2,33 | 501 | -1,96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2.187 | -6,54 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2.651 | -0,75 | 208 | -0,96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50.992 | -3,21 | 4.013 | -2,69 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22.903 | -7,34 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6.147 | -1,76 | 484 | -1,23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8.378 | -2,50 | 659 | -1,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | -14,97 | 49 | -14,29 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7.124 | -0,04 | 561 | 0,54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6.679 | -7,04 | 526 | -6,58 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 40.745 | -5,85 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3.386 | -43,64 | 267 | -43,40 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 232 | -17,73 | 18 | -18,18 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.289.516 | -2,26 | 101 | -1,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12.135 | -0,82 | 955 | -0,21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.661 | -10,73 | 209 | -10,30 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.645 | -42,50 | 208 | -42,22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3.090 | -18,06 | 243 | -17,63 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 390 | -67,31 | 31 | -67,74 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 16.907 | -0,82 | 1.331 | -0,30 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3.550 | -32,06 | 279 | -30,77 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4.136 | -31,32 | 325 | -31,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6.959 | -6,70 | 548 | -6,17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19.678 | -8,38 | 1.549 | -7,91 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 9.725 | -33,69 | 765 | -33,30 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3.877 | -51,78 | 305 | -51,51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 17.906 | -9,07 | 1.409 | -8,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2.560 | -10,55 | 201 | -10,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340.102 | -5,80 | 26.766 | -5,30 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 48.781 | -0,39 | 3.839 | 0,16 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2.757 | -12,03 | 216 | -11,16 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 2.831 | -5,19 | 223 | -4,72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 3.757 | -23,12 | 294 | -23,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 382.030 | -3,11 | 30.066 | -2,59 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48.511 | -2,22 | 3.818 | -1,70 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 43.498 | -0,93 | 3.423 | -0,38 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.119 | -15,11 | 1.032 | -14,64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 153.712 | -15,13 | 12.097 | -14,67 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 16.647 | -0,19 | 1.303 | 1,16 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 63.773 | -9,76 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2.669 | -86,25 | 210 | -86,18 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 9 | -85,00 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25.027 | -1,79 | 1.970 | -1,25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4.034 | -0,98 | 317 | -0,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 559 | -88,32 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 13.164 | -8,30 | 1.036 | -7,75 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 39.405 | -6,00 | 3.101 | -5,49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6.660 | -1,04 | 524 | -0,38 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 4.647 | -4,28 | 366 | -3,95 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20.690 | -6,68 | 1.628 | -6,17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2.898 | -3,98 | 228 | -3,39 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5.093 | -13,10 | 401 | -12,66 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45.260 | -77,47 | 3.566 | -76,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | -94,72 | 12 | -95,05 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 21.264 | -10,80 | 1.673 | -10,34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 190.176 | -12,55 | 14.967 | -12,08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.198 | -22,51 | 94 | -22,31 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8.033 | -2,51 | 632 | -2,02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5.461 | -66,67 | 428 | -66,61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3.310 | -1,63 | 260 | -1,14 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27.455 | -8,59 | 2.161 | -8,12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282.082 | -3,03 | 22.200 | -2,51 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58.247 | -1,34 | 4.584 | -0,80 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4.395 | -13,64 | 346 | -13,32 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17.139 | -0,40 | 1.349 | 0,15 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 29.264 | -25,60 | 2.303 | -25,18 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145.790 | -0,93 | 11.474 | -0,40 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42.015 | -1,48 | 3.307 | -0,96 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8.874 | -13,92 | 698 | -13,51 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 3.930 | -6,47 | 309 | -5,79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.863 | -10,62 | 698 | -10,18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 120.337 | -8,27 | 9.470 | -7,78 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 99.731 | -2,62 | 7.849 | -2,10 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12.205 | -7,36 | 961 | -6,89 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13.260 | -74,59 | 1.044 | -74,44 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 367.979 | -0,25 | 28.960 | 0,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.468.753 | -11,27 | 587.791 | -10,79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 58.010 | -0,25 | 4.565 | 0,29 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116.781 | -49,80 | 9 | -50,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4.205 | -0,10 | 331 | 0,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8.117 | -0,33 | 639 | 0,16 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 36.445 | -4,86 | 2.868 | -4,34 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3.187 | -12,68 | 249 | -12,63 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 196.590 | -44,54 | 15.472 | -44,24 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5.128 | -38,58 | 404 | -38,28 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4.392.617 | -10,68 | 345.699 | -10,20 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 38.685 | -1,94 | 3.045 | -1,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 222.508 | -0,77 | 17.511 | -0,24 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 33.186 | -0,15 | 2.612 | 0,38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4.993 | -2,92 | 393 | -2,49 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.017 | -30,86 | 80 | -30,43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8.799 | -4,38 | 692 | -3,89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.476 | -8,72 | 274 | -7,14 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3.418 | -2,37 | 269 | -1,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 513.072 | -7,01 | 40.379 | -6,52 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 138.941 | -59,61 | 10.935 | -59,39 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2.952 | -10,60 | 232 | -10,08 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49.903 | -0,41 | 3.927 | 0,13 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4.008 | -20,51 | 315 | -20,05 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59.893 | -32,40 | 4.714 | -32,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 53.416 | -41,83 | 4.204 | -40,76 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45.404 | -1,12 | 3.573 | -0,58 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3.472 | -6,74 | 271 | -6,87 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6.605 | -25,18 | 520 | -24,89 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 29.671 | -3,34 | 2.335 | -2,79 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6.529 | -0,99 | 514 | -0,58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1.259 | -19,76 | 99 | -18,85 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7.652 | -11,52 | 603 | -10,28 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134.952 | -2,44 | 10.621 | -1,92 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2.314 | -2,16 | 182 | -1,62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 9.241 | -5,50 | 727 | -4,97 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31.693 | -4,24 | 2.494 | -3,71 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 4.110 | -1,30 | 323 | -0,62 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 114.540 | -1,06 | 9.014 | -0,52 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 34.907 | -10,53 | 3 | -33,33 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 158.059 | -1,52 | 12.439 | -0,99 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24.873 | -12,06 | 1.958 | -11,61 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1.019 | -19,38 | 0 | |||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 4.298 | -4,21 | 338 | -3,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 88.103 | -21,28 | 6.934 | -20,86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323.984 | -0,68 | 25.498 | -0,14 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 54.127 | -3,16 | 4.260 | -2,65 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 24.821 | -0,05 | 1.953 | 0,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24.592 | -3,42 | 1.935 | -2,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1.313.056 | -3,07 | 103 | -2,83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75.414 | -18,96 | 5.935 | -18,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53.156 | -1,65 | 4.183 | -1,11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7.984 | -41,44 | 628 | -41,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 33.096 | -4,09 | 2.605 | -3,59 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15.687 | -3,93 | 1.228 | -2,70 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8.423 | -16,40 | 663 | -15,99 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111.159 | -65,29 | 8.710 | -64,29 | ||||
| 2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.545 | -0,12 | 1.774 | 0,40 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 29.436 | -63,31 | 2.317 | -63,12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 106.004 | -34,88 | 8.343 | -34,53 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21.515 | -1,99 | 1.687 | -1,86 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221.196 | -0,81 | 17.408 | -0,27 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2.877 | -44,56 | 226 | -44,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.981 | -8,80 | 471 | -8,38 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11.872 | -1,84 | 934 | -1,27 |
