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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3.361 | -20,07 | 390 | -9,30 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3.892 | -4,68 | 466 | 11,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5.986 | -3,85 | 695 | 9,11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2.029 | -28,51 | 236 | -18,97 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 24.731 | -0,19 | 2.873 | 15,76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19.998 | -0,34 | 2.323 | 13,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 393.667 | -11,66 | 45.728 | 0,21 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3.633 | -1,52 | 422 | 11,67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 19.967 | -0,14 | 2.310 | 13,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 87.900 | -16,38 | 10.532 | -2,16 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5.224 | -0,06 | 607 | 13,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 228.571 | -15,32 | 26.551 | -3,95 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16.297 | -9,96 | 1.951 | 5,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3.298 | -3,60 | 383 | 9,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.577 | -14,98 | 416 | -3,49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.125 | -17,37 | 363 | -6,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18.279 | -10,01 | 2.123 | 2,07 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13.051 | -64,07 | 1.516 | -59,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2.433 | -2,05 | 283 | 11,02 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 274.566 | -6,14 | 31.894 | 6,47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 224.259 | -17,98 | 31.696 | 13,20 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 98.133 | -4,33 | 11.399 | 8,52 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 42.976 | -1,71 | 4.992 | 11,50 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12.789 | -15,94 | 1.486 | -4,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.002 | -2,34 | 116 | 10,48 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5.424 | -2,60 | 630 | 10,53 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 402.011 | -3,55 | 46.468 | 9,31 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 10.150 | -5,56 | 1.179 | 7,18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2.081 | -37,34 | 242 | -34,15 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.830 | -10,82 | 213 | 2,42 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 2.003 | -14,66 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8.018 | -1,41 | 931 | 11,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | -67,35 | 2 | -80,00 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 6.174 | -3,05 | 717 | 9,97 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 462 | -0,22 | 54 | 12,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20.236 | -2,14 | 2.381 | 12,47 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.731 | -6,43 | 201 | 6,35 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.447 | -35,17 | 168 | -31,71 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 36.411 | -2,09 | 4.230 | 11,06 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 7.723 | -8,74 | 897 | 3,58 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6.260 | -2,48 | 727 | 10,65 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 140.983 | -1,73 | 16.377 | 11,46 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4.524 | -12,88 | 546 | 3,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 304 | -24,57 | 35 | -14,63 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 75.821 | -0,34 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12.731 | -2,49 | 1.479 | 10,55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 342.968 | -0,13 | 39.839 | 13,28 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5.296 | -40,39 | 643 | -28,90 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3.324 | -0,66 | 386 | 12,87 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 4.747 | -14,02 | 486 | -20,07 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 40.502 | -35,78 | 4.148 | -40,35 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72.323 | -1,41 | 8.401 | 11,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59.745 | -0,36 | 6.973 | 13,55 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2.336 | -2,42 | 271 | 10,61 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 26.580 | -1,90 | 3.088 | 11,28 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 67.036 | -0,07 | 7.787 | 13,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 417 | -61,57 | 48 | -56,76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3.973 | -13,31 | 462 | -1,71 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 2.519 | -2,21 | 293 | 11,03 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5.112 | -4,72 | 594 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113.492 | -2,72 | 13 | 18,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13.676 | -15,74 | 1.589 | -4,45 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 171.561 | -0,41 | 20 | 11,76 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8.801 | -6,90 | 1.022 | 5,58 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 989 | -17,45 | 115 | -6,56 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20.437 | -13,26 | 2.374 | -1,62 | ||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 29.797 | -4,78 | 3.461 | 8,02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 396.933 | -3,17 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64.757 | -4,38 | 7.522 | 8,46 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12.643 | -0,28 | 1.469 | 13,10 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12.068 | -1,04 | 1.402 | 12,26 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 80.032 | -3,23 | 9.296 | 9,77 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 89.751 | -11,93 | 10.425 | -0,11 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6.887 | -2,27 | 800 | 10,82 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 467 | -10,36 | 54 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6.637 | -31,32 | 771 | -22,14 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2.698 | -18,56 | 318 | -6,19 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 13.658 | -54,83 | 1.587 | -48,77 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.390 | -0,99 | 626 | 12,39 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.025 | -0,74 | 235 | 12,98 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 14.443 | -5,99 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 41.072 | -1,93 | 4.955 | 15,53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 98.854 | -15,74 | 11.483 | -4,43 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7.178 | -1,37 | 834 | 11,81 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 19.003 | -0,34 | 2.207 | 13,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16.547 | -79,07 | 1.936 | -76,08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8.086 | -0,74 | 939 | 12,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.307 | -11,98 | 268 | -0,37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15.757 | -0,37 | 1.830 | 13,03 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20.423 | -0,43 | 2.372 | 12,95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25.814 | -19,06 | 2.999 | -8,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 44.190 | -57,70 | 5 | -54,55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.874 | -1,42 | 218 | 11,86 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7.779 | -2,71 | 904 | 10,39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 4.395 | -4,50 | 513 | 14,80 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1.804 | -69,28 | 210 | -65,22 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4.392 | -23,71 | 510 | -13,41 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10.820 | -6,29 | 1.257 | 6,26 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11.582 | -46,42 | 1.168 | -40,70 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16.460 | -0,59 | 1.912 | 12,74 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1.812 | -55,65 | 210 | -49,76 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 25.694 | -1,50 | 2.985 | 11,72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 171.839 | -12,93 | 19.961 | -1,24 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2.956 | -3,37 | 343 | 9,58 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 38.261 | -10,06 | 4.464 | 2,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 931.931 | -5,78 | 108.329 | 6,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22.689 | -1,31 | 2.636 | 11,94 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.191 | -2,86 | 1.300 | 10,18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48.115 | -19,63 | 5.589 | -8,84 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22.062 | -2,13 | 2.563 | 11,01 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 11.204 | -24,56 | 1.302 | -15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.200 | -50,00 | 372 | -43,36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71.182 | -2,47 | 8.268 | 10,62 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6.310 | -30,74 | 733 | -21,54 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 3.473 | -5,73 | 403 | 6,90 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2.486 | -0,08 | 289 | 13,39 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 7.395 | -1,32 | 859 | 11,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2.010 | -0,54 | 233 | 13,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 85.162 | -32,84 | 9.892 | -23,84 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 6.010 | -3,99 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.420 | -85,56 | 281 | -83,62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25.291 | -12,07 | 2.938 | -0,27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 166 | -39,42 | 19 | -32,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.342 | -31,39 | 156 | -27,91 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.440.776 | -0,25 | 167.361 | 13,15 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2.500 | -28,57 | 290 | -18,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14.376 | -9,72 | 1.670 | 2,39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44.763 | -3,75 | 5.200 | 9,18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 131 | -51,12 | 16 | -42,31 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 24.555 | -1,79 | 2.852 | 11,41 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12.048 | -0,07 | 1.399 | 13,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 510 | -59,72 | 59 | -54,26 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 17.442 | -18,41 | 2.026 | -7,45 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2.735 | -3,29 | 318 | 1,93 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1.640 | -2,96 | 191 | 9,83 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 2.038 | -1,92 | 237 | 11,32 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3.830.802 | -1,87 | 444.986 | 11,31 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 41.951 | -15,45 | 4.873 | -4,09 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2.666 | -0,26 | 310 | 13,19 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3.629 | -8,66 | 422 | 3,69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.758 | -19,85 | 320 | -9,09 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.813 | -4,29 | 443 | 8,33 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2.660 | -5,27 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3.887 | -6,94 | 452 | 5,62 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 4.274 | -20,51 | 496 | -9,82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8.580 | -1,17 | 997 | 12,04 | ||||
| 2025-07-07 | 13F | Zevenbergen Capital Investments Llc | 6.075 | -10,00 | 706 | 2,03 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3.051 | -0,13 | 354 | 13,46 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4.551 | -13,33 | 529 | -1,68 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3.549 | -12,09 | 412 | -0,24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3.052 | -0,10 | 355 | 13,46 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 12.451 | -57,04 | 1.446 | -51,28 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 13.703 | -8,01 | 1.592 | 4,33 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6.130 | -0,49 | 712 | 13,02 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4.403 | -3,57 | 511 | 9,42 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 6.954 | -10,69 | 808 | 1,25 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 59.451 | -6,63 | 6.906 | 5,90 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.196.215 | -3,59 | 138.952 | 9,35 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3.029 | -4,15 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10.125 | -16,57 | 1.176 | -5,31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.843 | -3,57 | 1.027 | 9,37 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4.811 | -2,93 | 559 | 10,06 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 144.040 | -13,80 | 16.732 | -2,22 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.411 | -4,74 | 279 | 7,75 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7.819 | -3,92 | 908 | 9,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4.826 | -2,03 | 561 | 11,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8.046 | -8,59 | 935 | 3,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28.778 | -7,40 | 3.343 | 5,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 606 | -15,24 | 70 | -4,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25.459 | -32,67 | 2.957 | -23,63 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 30.685 | -10,49 | 3.564 | 1,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24.115 | -6,85 | 2.801 | 5,66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6.014 | -1,22 | 699 | 12,04 | ||||
| 2025-05-14 | 13F | Patten Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4.129 | -20,41 | 480 | -9,79 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20.010 | -26,68 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4.353 | -9,56 | 506 | 2,64 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 30.860 | -38,28 | 3.027 | -40,88 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4.457 | -4,40 | 518 | 8,39 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2.560 | -34,36 | 297 | -25,56 | ||||
| 2025-05-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3.365 | -32,24 | 391 | -23,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16.654 | -0,52 | 1.935 | 12,84 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1.785 | -16,39 | 207 | -5,05 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186.536 | -1,22 | 21.668 | 12,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3.293 | -12,02 | 337 | -18,20 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3.756 | -0,66 | 450 | 15,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 182.760 | -0,18 | 21.229 | 13,23 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 10.216 | -3,83 | 1.187 | 9,11 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6.523 | -8,32 | 758 | 3,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 17.217 | -11,28 | 2.000 | 0,60 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2.771 | -15,18 | 322 | -3,89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28.636 | -2,02 | 3.326 | 11,13 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.500 | -16,67 | 290 | -5,54 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 72.647 | -31,19 | 8.439 | -21,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31 | -92,49 | 4 | -92,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 449.836 | -3,11 | 52.253 | 9,90 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 20.875 | -6,32 | 2.425 | 6,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21.909 | -1,17 | 2.545 | 12,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.984.501 | -2,39 | 230.520 | 10,72 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23.341 | -0,24 | 2.745 | 14,52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3.599 | -2,04 | 418 | 11,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 119.623 | -3,93 | 13.895 | 8,97 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.530 | -8,11 | 526 | 4,37 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A | 34.651 | -17,36 | 4.025 | -6,24 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4.876 | -12,03 | 566 | -0,18 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 15.037 | -7,46 | 1.747 | 4,93 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 3.188 | -0,72 | 370 | 12,80 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12.208 | -12,96 | 1.418 | -1,25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 22.582 | -4,40 | 2.623 | 7,94 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8.642 | -4,26 | 1.004 | 8,55 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 5.717 | -0,56 | 664 | 12,93 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 58.652 | -10,29 | 6.813 | 1,76 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7.735 | -12,95 | 898 | -1,32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14.038 | -3,57 | 1.631 | 9,40 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35.295 | -5,19 | 4.100 | 7,53 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 6.969 | -93,08 | 810 | -92,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8.598 | -0,03 | 999 | 13,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3.154 | -18,71 | 366 | -7,81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27.872 | -2,16 | 3.238 | 10,97 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11.237 | -1,31 | 1.305 | 11,92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.657 | -11,11 | 657 | 0,92 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.311 | -7,21 | 501 | 5,26 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 181 | -0,55 | 21 | 16,67 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22.287 | -8,15 | 2.589 | 4,19 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4.585 | -4,58 | 533 | 8,13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 27.849 | -18,60 | 3.235 | -7,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19.176 | -61,65 | 2.227 | -56,50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 9.276 | -1,80 | 1.078 | 11,38 | ||||
| 2025-05-13 | 13F | DDFG, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23.817 | -5,05 | 2.767 | 7,71 | ||||
| 2025-07-29 | 13F | Creekside Partners | 24.708 | -3,57 | 2.870 | 9,42 |
