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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 2.708 | -3,35 | 360 | -4,52 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 16.207 | -4,01 | 2.153 | -5,07 | ||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1.856 | -5,83 | 246 | -6,82 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10.921 | -0,86 | 1.450 | -1,96 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2.455 | -1,25 | 326 | -2,10 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7.290 | -7,44 | 968 | -8,42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1.594 | -18,05 | 212 | -19,16 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27.374 | -0,57 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2.137 | -5,02 | 284 | -6,29 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 204 | -49,88 | 27 | -50,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 152 | -16,48 | 20 | -16,67 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7.051 | -0,47 | 936 | -1,58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 14.799 | -13,71 | 1.965 | -14,68 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8.211 | -3,98 | 1.091 | -5,05 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 17.701 | -17,58 | 2.351 | -18,52 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 118.558 | -41,58 | 15.746 | -42,23 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.827.204 | -0,58 | 242.671 | -1,68 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 36.895 | -3,05 | 4.900 | -4,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 432 | -10,37 | 57 | -10,94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 51.199 | -17,28 | 6.800 | -18,19 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2.165 | -15,26 | 288 | -16,33 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 59.519 | -2,55 | 7.905 | -3,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 94.912 | -0,83 | 12.605 | -1,92 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2.488 | -1,35 | 330 | -2,37 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14.047 | -11,32 | 1.866 | -12,32 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Santori & Peters, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 4.948 | -0,90 | 657 | -1,94 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 2.335 | -87,97 | 310 | -88,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.849 | -1,58 | 1.839 | -2,65 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1.739 | -7,01 | 231 | -8,37 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 318 | -35,50 | 42 | -36,36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 6.521 | -10,19 | 866 | -11,18 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1.087 | -43,74 | 144 | -44,40 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Resolute Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 61.821 | -1,52 | 8.211 | -2,60 | ||||
| 2025-08-12 | 13F | Camden National Bank | 3.702 | -3,14 | 492 | -4,29 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 9.872 | -4,79 | 1.311 | -5,82 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 2.894 | -5,52 | 384 | -6,57 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1.540 | -8,88 | 205 | -9,73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 211.111 | -1,56 | 28 | 0,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 5.490 | -5,75 | 729 | -6,78 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 3.708 | -2,63 | 492 | -3,72 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7.101 | -2,49 | 943 | -3,48 | ||||
| 2025-08-11 | 13F | Anb Bank | 4.174 | -1,46 | 554 | -2,46 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138.387 | -11,91 | 18.379 | -12,88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5.337 | -3,51 | 709 | -4,58 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2.453 | -0,89 | 326 | -2,11 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 23.476 | -0,36 | 3.118 | -1,49 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 67.798 | -9,74 | 9.004 | -10,74 | ||||
| 2025-07-21 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.086.874 | -0,22 | 409.968 | -1,32 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1.692 | -2,03 | 225 | -3,03 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 10.119 | -0,65 | 1.344 | -1,76 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 18.955 | -1,17 | 2.517 | -2,25 | ||||
| 2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3.543 | -0,14 | 471 | -1,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.840.459 | -4,54 | 1.041.291 | -5,59 | ||||
| 2025-04-15 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26.420 | -3,85 | 3.509 | -4,93 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7.258 | -4,01 | 964 | -5,12 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1.870 | -41,91 | 248 | -38,92 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3.275 | -4,18 | 435 | -5,45 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8.805 | -0,86 | 1.169 | -1,93 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | IFC Advisors LLC | 19.151 | -0,09 | 2.543 | -1,20 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2.701 | -28,94 | 0 | |||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12.843 | -3,54 | 1.706 | -4,59 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4.466 | -2,83 | 593 | -3,89 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12.260 | -69,48 | 1.642 | -69,56 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 20.394 | -66,26 | 2.709 | -66,64 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4.016 | -5,53 | 533 | -6,49 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 1.708 | -0,12 | 232 | 0,87 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 21.188 | -1,78 | 2.814 | -2,87 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 172.093 | -0,08 | 22.855 | -1,18 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2.249 | -7,10 | 299 | -8,31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 113.159 | -0,88 | 15.029 | -1,98 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11.396 | -6,14 | 1.514 | -7,18 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 6.998 | -19,73 | 929 | -20,60 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97.783 | -50,24 | 12.987 | -50,79 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13.600 | -1,33 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 645.214 | -2,86 | 86 | -4,49 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | OMERS ADMINISTRATION Corp | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 4.482 | -0,73 | 607 | 0,17 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.386 | -9,35 | 317 | -10,48 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 41.063 | -8,37 | 5.454 | -9,37 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16.399 | -3,03 | 2.178 | -2,99 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11.403 | -9,63 | 1.514 | -10,63 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 15.757 | -1,27 | 2.093 | -2,38 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2.947 | -0,51 | 391 | -1,51 | ||||
| 2025-05-07 | 13F | Private Management Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.370 | -0,28 | 713 | -1,38 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 12.702 | -2,31 | 1.687 | -3,44 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4.203 | -7,69 | 564 | -5,53 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 10.165 | -3,79 | 1.350 | -4,87 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50.874 | -1,66 | 7 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5.482 | -30,56 | 736 | -28,96 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5.955 | -19,71 | 791 | -20,68 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-04-28 | 13F | Meritage Portfolio Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 14.355 | -3,61 | 1.906 | -4,65 | ||||
| 2025-07-17 | 13F | City Holding Co | 21.088 | -1,33 | 2.801 | -2,44 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 18.095 | -28,95 | 2 | -33,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.750.902 | -1,26 | 498.157 | -2,34 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Grassi Investment Management | 3.167 | -4,84 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19.320 | -1,07 | 2.566 | -2,17 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12.882 | -19,21 | 1.711 | -20,13 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11.443 | -0,38 | 1.520 | -1,49 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 35.371 | -1,07 | 4.698 | -2,17 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 5.672 | -1,08 | 753 | -2,21 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 2.593 | -2,77 | 344 | -3,91 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3.369 | -29,31 | 447 | -30,16 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 27.095 | -0,74 | 3.598 | -1,83 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 15.392 | -3,19 | 2.044 | -4,26 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 1.575 | -17,11 | 209 | -18,04 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.848 | -10,64 | 1.175 | -11,59 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6.959 | -4,20 | 924 | -5,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.369 | -9,93 | 979 | -10,93 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9.869 | -6,61 | 1.339 | -5,71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3.579 | -91,07 | 475 | -91,17 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14.494 | -9,09 | 1.961 | -3,69 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10.394 | -4,36 | 1.380 | -5,41 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1.110 | -11,20 | 147 | -11,98 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4.851 | -0,90 | 644 | -1,98 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2.064 | -1,20 | 274 | -2,14 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 195.756 | -4,11 | 25.998 | -5,17 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4.572 | -19,46 | 607 | -20,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.069.697 | -11,98 | 142.066 | -12,95 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2.298 | -2,63 | 305 | -3,48 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 306 | -10,53 | 41 | -11,11 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 5.936 | -25,88 | 797 | -24,17 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 10.956 | -0,16 | 1.455 | -1,22 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1.637 | -9,76 | 217 | -10,70 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 11.503 | -2,94 | 1.528 | -4,02 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7.231 | -1,61 | 960 | -2,64 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9.137 | -8,24 | 1.213 | -9,27 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 12.768 | -0,55 | 1.696 | -1,68 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 7.532 | -0,82 | 1.000 | -1,86 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 4.670 | -0,87 | 620 | -1,90 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11.703 | -1,84 | 1.599 | -0,12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8.369 | -1,76 | 1.111 | -2,88 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 15.485 | -2,52 | 2.057 | -3,61 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22.031 | -0,51 | 2.926 | -1,61 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1.270 | -0,78 | 169 | -1,75 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 2.585 | -2,38 | 343 | -3,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 440.550 | -2,13 | 58.509 | -3,21 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 5.069 | -20,70 | 673 | -21,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28.974 | -44,86 | 3.891 | -43,61 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 17.265 | -8,23 | 2.293 | -9,26 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 6.435 | -0,37 | 855 | -1,50 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 19.835 | -0,66 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 72.900 | -14,13 | 9.682 | -15,09 | |||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 15.665 | -7,68 | 2.120 | -6,94 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3.388 | -25,96 | 450 | -26,71 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.632 | -0,06 | 217 | -1,37 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 7.844 | -0,70 | 1.042 | -1,79 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 26.735 | -1,88 | 3.870 | 5,74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13.688 | -6,25 | 1.818 | -7,30 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 41.939 | -2,04 | 5.570 | -3,13 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9.386 | -28,07 | 1.246 | -26,05 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 2.945 | -11,96 | 391 | -12,92 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.217 | -1,07 | 294 | -2,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216.820 | -1,57 | 28.796 | -2,66 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 344.919 | -2,54 | 45.809 | -3,61 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 6.077 | -7,73 | 807 | -8,71 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2.041 | -37,70 | 271 | -38,27 | ||||
| 2025-03-20 | NP | TDSC - Cabana Target Drawdown 10 ETF | 215.654 | -8,08 | 29.059 | -8,08 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28.740 | -5,42 | 3.817 | -6,47 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4.446 | -7,08 | 590 | -8,10 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2.867 | -1,31 | 385 | 1,05 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1.123 | -26,74 | 149 | -27,32 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3.937 | -13,17 | 523 | -14,14 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 122.113 | -1,70 | 16.218 | -2,79 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 793 | -27,45 | 105 | -28,08 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 4.632 | -27,73 | 615 | -28,49 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14.370 | -59,89 | 2 | -75,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5.722 | -8,26 | 760 | -9,32 | ||||
| 2025-05-06 | 13F | Sunbeam Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 8.847 | -5,80 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 18.763 | -6,01 | 2.492 | -7,05 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 683.508 | -0,20 | 90.777 | -1,30 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5.264 | -0,62 | 699 | -1,69 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 34.147 | -6,36 | 4.535 | -7,39 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 6.143 | -1,73 | 816 | -2,86 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 17.588 | -0,73 | 2.336 | -1,85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5.905 | -0,42 | 784 | -1,51 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2.110 | -10,56 | 280 | -11,39 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 27.995 | -1,59 | 3.718 | -2,70 | ||||
| 2025-08-07 | 13F | Commerce Bank | 284.971 | -1,02 | 37.847 | -2,11 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.206 | -0,04 | 1.090 | -1,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 459.678 | -2,60 | 63.453 | 0,12 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 2.009 | -6,95 | 267 | -7,96 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 832 | -41,45 | 110 | -42,11 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 283 | -9,58 | 38 | -11,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 682 | -7,96 | 91 | -9,09 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 54.984 | -1,32 | 7.302 | -2,41 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.337 | -65,49 | 1.771 | -65,87 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.699 | -60,20 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23.470 | -10,64 | 3.117 | -11,62 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5.139 | -24,18 | 682 | -25,05 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 31.847 | -2,68 | 4.230 | -3,76 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.264 | -20,27 | 433 | -21,98 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 4.628 | -2,88 | 615 | -0,16 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 8.491 | -1,57 | 1.128 | -2,68 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 10.940 | -16,94 | 1.453 | -17,87 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 13.600 | -2,07 | 1.806 | -3,11 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MYDA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15.895 | -3,85 | 2.111 | -4,87 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 7.957 | -0,15 | 1.057 | -1,31 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 14.962 | -18,69 | 2.025 | -18,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 22.129 | -2,13 | 2.939 | -3,23 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Cabana Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 6.307 | -49,81 | 847 | -49,79 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 64.918 | -0,73 | 8.622 | -1,82 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 13.209 | -0,29 | 1.784 | 0,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156.768 | -0,83 | 21 | -4,76 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11.953 | -13,08 | 1.587 | -14,03 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.158 | -11,24 | 1.880 | -12,19 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2.363 | -9,57 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 5.163 | -0,71 | 686 | -1,86 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6.647 | -0,24 | 883 | -1,34 | ||||
| 2025-04-25 | 13F | Little House Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 34.851 | -1,18 | 4.629 | -2,28 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11.138 | -14,70 | 1.479 | -15,63 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 6.825 | -7,57 | 906 | -8,58 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 110.640 | -3,33 | 14.694 | -4,39 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 59.492 | -83,06 | 7.901 | -83,25 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15.466 | -0,94 | 2.054 | -2,05 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 8.948 | -0,85 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1.633 | -25,67 | 216 | -26,53 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 78.272 | -1,98 | 10.395 | -3,06 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 7.130 | -2,73 | 947 | -3,86 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2.954 | -6,34 | 392 | -7,33 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 4.731 | -2,61 | 628 | -3,68 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 7.041 | -0,52 | 935 | -1,58 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8.804 | -0,99 | 1.169 | -2,09 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 2.105 | -50,82 | 280 | -51,39 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 56.586 | -1,90 | 7.515 | -2,97 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 5.981 | -37,51 | 794 | -38,21 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 6.012 | -2,13 | 799 | -3,16 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3.810 | -3,79 | 506 | -4,71 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 1.611 | -4,51 | 214 | -5,75 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5.106 | -0,18 | 678 | -1,17 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 11.830 | -10,41 | 1.571 | -11,39 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 69.692 | -5,29 | 9.256 | -6,34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 4.788 | -2,37 | 636 | -3,50 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7.781 | -6,74 | 1.033 | -7,77 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 368 | -3,92 | 50 | -1,96 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 232.769 | -0,68 | 30.914 | -1,78 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1.631 | -8,32 | 217 | -9,24 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 450.795 | -7,18 | 60.027 | -8,03 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1.727 | -9,77 | 229 | -10,89 | ||||
| 2025-07-16 | 13F | American National Bank | 5.201 | -7,14 | 691 | -8,24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 48.410 | -21,29 | 6.429 | -22,16 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 19.910 | -4,49 | 2.644 | -5,54 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 6.770 | -0,98 | 899 | -2,07 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 35.227 | -23,44 | 4.678 | -24,29 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18.282 | -2,24 | 2.428 | -3,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2.711 | -4,37 | 360 | -5,26 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 1.922 | -0,62 | 255 | -1,54 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2.118 | -15,75 | 281 | -16,62 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3.378 | -6,56 | 449 | -5,49 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 9.395 | -1,04 | 1.248 | -2,12 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 2.531 | -6,47 | 336 | -7,44 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 11.025 | -0,04 | 1.464 | -1,15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 47.872 | -33,58 | 6.358 | -34,32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 223.334 | -0,41 | 29.661 | -1,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 132.440 | -3,64 | 17.589 | -4,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 659.795 | -2,69 | 87.627 | -3,76 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12.275 | -0,15 | 1.630 | -1,21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 753.003 | -2,59 | 100.006 | -3,66 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Put | 16.500 | -17,09 | 38 | -50,65 | |||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 33.360 | -1,22 | 4.431 | -2,32 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 193.653 | -1,88 | 25.719 | -2,95 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2.567 | -3,75 | 341 | -5,03 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8.863 | -0,45 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5.296 | -91,39 | 703 | -91,48 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3.847 | -2,56 | 511 | -3,77 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4.409 | -0,52 | 586 | -1,68 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3.510 | -0,17 | 466 | -1,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39.140 | -73,51 | 5.198 | -73,80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.315 | -26,33 | 175 | -27,20 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3.947 | -0,15 | 524 | -1,13 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 11.258 | -4,25 | 1.512 | -2,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.566 | -7,94 | 208 | -9,21 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 7.319 | -6,24 | 972 | -5,08 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15.051 | -0,02 | 1.999 | -1,14 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17.977 | -1,75 | 2.388 | -2,85 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3.976 | -0,43 | 528 | -1,49 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 4.459 | -6,11 | 592 | -7,06 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1.808 | -1,63 | 240 | -2,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 15.253 | -1,04 | 2.026 | -2,13 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8.351 | -5,01 | 1.109 | -6,02 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2.266 | -1,99 | 301 | -3,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.447 | -34,58 | 192 | -35,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 281.775 | -6,23 | 37.423 | -7,26 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 252.936 | -2,86 | 33.592 | -3,93 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 19.254 | -2,43 | 2.557 | -3,51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5.285 | -13,39 | 702 | -14,41 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 325 | -35,00 | 43 | -35,82 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 143.998 | -0,29 | 19.125 | -1,38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9.434 | -31,03 | 1.253 | -30,25 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 106.851 | -4,81 | 14.653 | -2,79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23.607 | -8,23 | 3.135 | -9,24 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 248 | -11,11 | 33 | -13,51 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3.594 | -14,63 | 477 | -15,58 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 8.544 | -1,77 | 1.135 | -2,91 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 27.273 | -3,42 | 3.622 | -4,48 | ||||
| 2025-08-12 | 13F | Bokf, Na | 62.250 | -3,62 | 8.267 | -4,68 | ||||
| 2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 108.866 | -1,91 | 14.459 | -2,99 | ||||
| 2025-05-14 | 13F | Capital Fund Management S.a. | Put | 0 | -100,00 | 0 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 150.600 | -5,25 | 20.001 | -6,29 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2.811 | -2,23 | 373 | -3,37 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2.897 | -24,10 | 385 | -25,00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 35.944 | -21,74 | 4.774 | -22,60 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8.944 | -10,19 | 1.188 | -11,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 7.207 | -3,98 | 968 | -1,83 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16.221 | -13,31 | 2.154 | -14,25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 39.939 | -8,77 | 5.304 | -9,78 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2.755 | -1,36 | 366 | -2,67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3.926 | -5,17 | 521 | -6,13 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 15.404 | -34,73 | 2.046 | -35,47 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 21.962 | -3,11 | 2.917 | -4,20 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 9.253 | -7,47 | 1.229 | -8,49 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 11.067 | -3,80 | 1.470 | -4,86 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1.789 | -3,24 | 238 | -4,44 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 18.680 | -12,30 | 2.481 | -13,29 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 14.119 | -4,47 | 1.875 | -5,49 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9.550 | -52,98 | 1.290 | -52,73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3.507 | -2,61 | 466 | -3,73 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 7.562 | -3,67 | 1.004 | -4,74 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 920 | -81,64 | 111 | -82,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 2.085 | -5,01 | 277 | -6,12 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 1.779 | -21,94 | 236 | -22,88 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15.593 | -1,10 | 2.071 | -2,22 | ||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 58.172 | -3,75 | 7.726 | 8,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8.450 | -33,45 | 1.122 | -34,19 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 48.853 | -0,50 | 6.488 | -1,59 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7.664 | -0,31 | 1.037 | 11,99 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 76.500 | -78,70 | 10.160 | -78,93 | |||
| 2025-08-01 | 13F | Providence First Trust Co | 19.254 | -0,45 | 2.557 | -1,54 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3.695 | -87,93 | 491 | -88,08 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5.006 | -1,03 | 665 | -2,21 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.786 | -23,45 | 1.698 | -22,54 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 83.507 | -2,04 | 11.091 | -3,12 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 17.075 | -1,38 | 2.268 | -2,49 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11.677 | -1,58 | 1.551 | -2,70 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 19.979 | -8,34 | 2.653 | -9,36 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2.130 | -8,58 | 283 | -9,62 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 51.839 | -1,50 | 7 | -14,29 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2.333 | -7,90 | 310 | -9,12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 27.841 | -1,11 | 3.698 | -2,20 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24.482 | -2,01 | 3.251 | -3,07 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 2.848 | -1,73 | 378 | -2,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.923 | -51,50 | 654 | -52,09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.050.167 | -6,34 | 139.473 | -7,37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4.447 | -16,27 | 587 | -17,81 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5.051 | -0,81 | 671 | -1,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3.702 | -38,70 | 492 | -39,38 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73.700 | -40,23 | 9.788 | -40,88 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 28.587 | -2,56 | 3.797 | -3,63 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 32.985 | -0,02 | 4.381 | -1,13 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 37.328 | -1,04 | 4.958 | -2,13 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.280 | -7,62 | 303 | -8,76 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 2.045 | -1,97 | 272 | -3,21 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 23.043 | -1,29 | 3.060 | -2,36 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 9.884 | -3,47 | 1.313 | -4,51 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4.411 | -2,76 | 586 | -3,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9.898 | -0,68 | 1.315 | -1,79 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 13.715 | -0,90 | 1.821 | -1,99 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 317 | -10,70 | 42 | -10,64 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22.008 | -24,04 | 2.923 | -24,88 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.060 | -0,09 | 141 | -1,41 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1.978 | -9,10 | 0 | |||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64.724 | -2,69 | 8.596 | -3,77 | ||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 2.345 | -18,29 | 311 | -19,22 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 9.778 | -0,39 | 1.299 | -1,52 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 62.964 | -6,44 | 8.362 | -7,47 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3.498 | -3,64 | 470 | -1,47 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7.286 | -2,44 | 968 | -3,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 128.100 | -77,41 | 17.013 | -77,66 | |||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1.989 | -0,20 | 264 | -1,12 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2.606 | -5,99 | 355 | 3,21 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 5.804 | -5,23 | 771 | -6,33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2.783 | -1,63 | 370 | -2,64 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 2.000 | -6,19 | 266 | -7,34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9.749 | -4,69 | 1.295 | -5,75 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 3.355 | -7,47 | 446 | -8,44 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 37.114 | -3,79 | 4.929 | -4,85 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 68.011 | -4,07 | 9.032 | -5,13 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 198.306 | -1,92 | 26.337 | -3,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 397 | -0,25 | 53 | -1,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6.297.236 | -1,29 | 836.336 | -2,38 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 557 | -2,62 | 74 | -3,95 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36.744 | -48,70 | 4.880 | -49,27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10.387 | -6,21 | 1.380 | -7,26 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12.852 | -39,71 | 1.707 | -39,46 | ||||
| 2025-04-16 | 13F | Relyea Zuckerberg Hanson LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 15.248 | -1,80 | 2.025 | -2,88 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 778 | -63,44 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 4.880 | -20,39 | 648 | -21,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 17.170 | -1,08 | 2 | 0,00 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 27.143 | -0,45 | 3.606 | -1,50 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 75 | -85,60 | 10 | -86,96 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1.540 | -30,97 | 205 | -31,77 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 20.715 | -39,23 | 2.751 | -39,91 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 30.339 | -0,13 | 4.029 | -1,23 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 9.618 | -1,03 | 1.277 | -2,15 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18.211 | -9,84 | 2.419 | -10,84 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 47.600 | -1,49 | 6.322 | -2,57 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 200 | -49,49 | 27 | -50,94 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7.051 | -0,47 | 954 | -0,10 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1.630 | -18,74 | 216 | -19,70 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1.614 | -6,65 | 214 | -7,76 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4.971 | -3,64 | 660 | -4,62 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3.173 | -5,87 | 421 | -6,86 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 2.876 | -35,52 | 382 | -34,70 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1.657 | -1,66 | 220 | -2,65 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 24.003 | -4,06 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 13.213 | -59,93 | 1.811 | -59,11 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 508 | -25,62 | 67 | -26,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2.783 | -6,61 | 370 | -7,75 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4.292 | -14,88 | 570 | -15,81 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 1.550 | -94,06 | 208 | -93,93 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 6.578 | -1,50 | 874 | -2,57 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 20.911 | -19,41 | 2.777 | -20,29 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2.464 | -0,61 | 327 | -1,51 | ||||
| 2025-08-13 | 13F | Edgewood Management Llc | 54.881 | -3,99 | 7.289 | -5,05 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2.750 | -31,25 | 365 | -32,03 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3.138 | -52,57 | 417 | -53,15 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12.896 | -81,94 | 1.713 | -82,14 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7.461 | -3,43 | 991 | -4,53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 267.631 | -2,15 | 35.544 | -3,23 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 289.012 | -0,33 | 38.384 | -1,43 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.316 | -54,36 | 308 | -54,77 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 39.311 | -23,11 | 5.221 | -23,96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 32.523 | -11,74 | 4.319 | -12,71 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13.317 | -2,76 | 1.769 | -3,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 20.424 | -2,27 | 2.713 | -3,35 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 34.753 | -0,84 | 4.616 | -1,93 | ||||
| 2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.624 | -4,36 | 216 | -5,70 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2.263 | -12,73 | 301 | -13,79 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6.626 | -29,51 | 880 | -30,35 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20.712 | -10,20 | 2.751 | -11,20 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8.551 | -7,88 | 1.136 | -8,91 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.799 | -0,71 | 372 | -1,85 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 3.518 | -3,80 | 467 | -4,89 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 65.835 | -0,08 | 8.744 | -1,18 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 566 | -98,52 | 75 | 7.400,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 15.444 | -0,71 | 2.051 | -1,77 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12.072 | -3,45 | 1.603 | -4,53 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8.745 | -14,20 | 1.161 | -15,13 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 3.567 | -6,55 | 474 | -7,62 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 64.226 | -0,18 | 8.530 | -1,28 |
