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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 82.694 | -5,52 | 3.309 | 4,62 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5.178 | -23,54 | 207 | -15,16 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 177.885 | -9,97 | 7.119 | -0,31 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 146.664.554 | -1,58 | 5.869.515 | 8,98 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14.850 | -0,46 | 594 | 10,20 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 356 | -0,28 | 14 | 16,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 804.228 | -1,39 | 32 | 10,34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 309 | -26,78 | 12 | -20,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 403.599 | -0,22 | 16.152 | 10,49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21.747 | -33,81 | 870 | -26,71 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 17.199 | -6,32 | 688 | 3,77 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10.049 | -29,06 | 402 | -21,33 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28.835 | -29,04 | 1.154 | -21,46 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15.101 | -18,95 | 604 | -10,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10.829 | -7,19 | 433 | 2,85 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 224.165 | -0,40 | 8.971 | 10,29 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 83.045 | -9,80 | 3.323 | -0,12 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 233.710 | -0,48 | 9.353 | 10,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.586 | -11,53 | 224 | -2,19 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9.983 | -2,23 | 400 | 8,13 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12.834 | -2,43 | 514 | 8,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.768 | -8,73 | 1.312 | 1,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.167 | -14,19 | 47 | -6,12 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14.087 | -23,49 | 564 | -15,34 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | -98,44 | 111 | 378,26 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 21.125 | -3,33 | 845 | 7,10 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 113.350 | -1,33 | 4.536 | 9,27 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 510.193 | -3,40 | 20.418 | 6,97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 57.698 | -12,34 | 2.309 | -2,90 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 649.746 | -4,57 | 26.003 | 5,67 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 46.674 | -1,48 | 1.868 | 9,05 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28.674 | -8,49 | 1.142 | 0,88 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 5.427 | -6,94 | 217 | 3,33 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1.049.211 | -22,52 | 41.989 | -6,64 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 376.251 | -1,25 | 15.058 | 9,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 849.185 | -0,66 | 33.984 | 10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78.704 | -4,12 | 3.150 | 6,17 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 43.982 | -16,41 | 1.760 | -7,42 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 105.942 | -3,72 | 4.240 | 6,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.044.759 | -28,22 | 41.749 | -20,66 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 888.264 | -14,64 | 35.548 | -5,47 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 23.132 | -2,05 | 926 | 8,44 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 48.544 | -1,01 | 1.943 | 9,59 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 52.894 | -3,89 | 2.124 | 6,52 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 6.545 | -0,15 | 262 | 10,59 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 339.194 | -2,67 | 13.575 | 7,77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6.518 | -27,02 | 261 | -19,25 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 14.226 | -4,40 | 569 | 5,96 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 970.867 | -3,36 | 38.854 | 7,02 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 12.807 | -1,82 | 513 | 8,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12.843 | -0,23 | 514 | 10,32 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16.906 | -10,37 | 677 | 11,18 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5.873 | -13,77 | 235 | -4,47 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 55.847 | -1,45 | 2.235 | 9,08 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 38.355 | -7,78 | 1.535 | 2,06 | ||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 29.086 | -1,09 | 1.164 | 9,60 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 48.023 | -1,38 | 1.922 | 9,21 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 247.287 | -3,19 | 9.896 | 7,20 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17.742 | -1,36 | 710 | 9,23 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7.451 | -0,94 | 298 | 9,96 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 60.799 | -0,34 | 2.433 | 10,39 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10.628 | -2,76 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 46.970 | -4,54 | 1.880 | 5,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.453 | -3,20 | 138 | 7,81 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 283.772 | -2,75 | 11.357 | 7,68 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8.245 | -0,16 | 341 | 11,48 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34.808 | -0,09 | 1.393 | 10,64 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6.653 | -8,99 | 266 | 0,76 | ||||
| 2025-07-16 | 13F | American National Bank | 1.046 | -8,57 | 42 | 0,00 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 9.708.841 | -14,52 | 388.548 | -5,34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 8.434 | -1,92 | 338 | 8,71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28.140 | -20,94 | 1.126 | -12,44 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2.234 | -10,28 | 91 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 4.289.070 | -25,86 | 171.649 | -17,90 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 142.219 | -2,16 | 5.692 | 8,34 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 31.370 | -18,14 | 1.250 | -9,75 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1.114 | -94,36 | 45 | -93,84 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45.989 | -0,33 | 1.840 | 10,38 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 363.316 | -0,24 | 14.540 | 10,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7.227 | -11,14 | 289 | -1,37 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.471 | -62,58 | 59 | -59,15 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.011 | -49,26 | 80 | -44,06 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 24.845 | -8,73 | 994 | 1,12 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 81.879 | -2,60 | 3.277 | 7,83 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 51.987 | -0,83 | 2.081 | 9,82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 44.348 | -2,06 | 1.775 | 8,44 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13.710 | -77,60 | 549 | -75,21 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 1.379 | -1,57 | 55 | 10,00 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 146.960 | -3,72 | 5.873 | 6,32 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1.428.631 | -4,84 | 51.631 | 3,55 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6.724 | -3,28 | 269 | 7,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 296.933 | -15,89 | 11.884 | -6,86 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11.627 | -6,99 | 465 | 3,10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 280.358 | -9,76 | 11.220 | -0,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9.089 | -5,00 | 364 | 5,22 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1.158.849 | -22,47 | 46.377 | -14,14 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 82.341 | -4,69 | 3.295 | 5,54 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 393.841 | -1,69 | 15.762 | 8,87 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26.602 | -1,69 | 1.065 | 8,90 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 421.442 | -21,60 | 16.866 | -13,18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5.309 | -12,98 | 212 | 4,95 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 776.731 | -1,25 | 31.085 | 9,35 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2.522.946 | -2,44 | 101 | 7,53 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 7.212 | -38,13 | 289 | -31,59 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 59.313 | -8,53 | 2.374 | 5,80 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 486.031 | -23,14 | 19.451 | -14,89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18.541 | -9,93 | 742 | -0,13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 79.819 | -3,35 | 3.194 | 7,04 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7.640 | -1,86 | 306 | 8,54 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 39.882 | -5,21 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46.843 | -0,30 | 1.875 | 10,37 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 130.488 | -0,56 | 5.222 | 10,12 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 54.861 | -0,10 | 2.196 | 10,64 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.436.472 | -2,10 | 57.488 | 8,41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1.828.746 | -0,94 | 66.091 | 7,79 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6.485 | -2,61 | 270 | 8,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 367.541 | -0,22 | 14.709 | 10,50 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 113.386 | -18,68 | 3.766 | -25,27 | ||||
| 2025-07-16 | 13F | Novem Group | 79.634 | -4,35 | 3.187 | 5,92 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 5.372 | -6,57 | 215 | 3,38 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 304.703 | -5,06 | 12.194 | 5,14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14.580 | -15,06 | 583 | -5,97 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30.010 | -23,54 | 1.201 | -15,30 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 130.632 | -1,51 | 5.228 | 9,05 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 717.456 | -13,52 | 27.995 | -5,02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198.224 | -12,20 | 7.933 | -2,77 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 54.106 | -13,58 | 2.165 | -4,29 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 49.128 | -39,27 | 1.966 | -32,74 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 119.162 | -7,00 | 4.769 | 2,98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 47.785 | -10,70 | 1.912 | -1,09 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158.521 | -0,91 | 6.344 | 9,72 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 205.809 | -24,19 | 8.236 | -16,05 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 536.476 | -2,92 | 21 | 10,53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 155.323 | -32,13 | 6.216 | -24,84 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 167.606 | -16,39 | 6.708 | -7,43 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6.599 | -5,21 | 264 | 5,18 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 584.198 | -4,47 | 23.380 | 5,79 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5.670 | -0,94 | 227 | 9,71 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 149.687 | -1,63 | 6.062 | 11,62 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 164.758 | -1,39 | 6.594 | 9,19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 21.140 | -7,73 | 846 | 2,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.803.273 | -21,29 | 112.175 | -12,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 554.053 | -1,00 | 22.173 | 9,64 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6.204 | -17,38 | 248 | -8,49 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 7.013 | -2,96 | 281 | 7,28 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 139.572 | -0,89 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 19.207 | -0,97 | 769 | 9,71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.775 | -13,33 | 71 | -4,05 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 140.529 | -40,79 | 5.483 | -34,97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 59.098 | -36,97 | 2.365 | -30,19 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 149.910 | -9,47 | 5.999 | 0,25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8.435 | -42,50 | 338 | -36,42 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 99.158 | -0,08 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 22.206 | -4,35 | 889 | 5,84 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 51 | -85,17 | 2 | -83,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21.783 | -9,86 | 872 | -0,23 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 1.146.101 | -26,05 | 44.721 | -18,79 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 72.714 | -9,01 | 2.910 | 0,76 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9.035 | -4,19 | 362 | 6,18 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 7.700 | -1,00 | 308 | 9,61 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2.905.155 | -8,31 | 113.359 | 0,70 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25.654 | -15,68 | 1.027 | -6,64 | ||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12.789 | -10,98 | 512 | -1,54 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6.429 | -33,63 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 14.239 | -0,38 | 570 | 10,27 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 40.424 | -0,17 | 1.618 | 10,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.018 | -45,58 | 321 | -34,56 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26.476 | -23,32 | 1.060 | -15,08 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5.752 | -0,10 | 230 | 10,58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9.874 | -21,64 | 395 | -13,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.504 | -22,02 | 220 | -15,38 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 46.912 | -44,24 | 1.877 | -38,26 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8.189 | -3,83 | 328 | 6,51 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 405.048 | -9,74 | 16.210 | -0,05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 16.452 | -2,52 | 658 | 8,05 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 39.711 | -7,63 | 1.589 | 2,32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 22.076 | -93,98 | 1 | -100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 6.500 | -0,25 | 260 | 10,64 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4.277 | -5,88 | 171 | 4,27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 15.175 | -2,88 | 607 | 7,62 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 37.900 | -5,96 | 1.517 | 4,12 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 94.919 | -13,85 | 3.430 | -3,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1.350.189 | -5,49 | 54.035 | 4,66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 502.402 | -25,44 | 20.106 | -17,44 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 16.159 | -0,79 | 647 | 9,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17.742 | -1,85 | 710 | 8,73 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6.371 | -9,31 | 255 | 0,40 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5.966 | -10,46 | 239 | -0,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4.230 | -2,47 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.500 | -57,14 | 60 | -52,38 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5.193 | -39,56 | 208 | -33,23 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19.702 | -4,69 | 788 | 5,49 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2.000 | -69,67 | 80 | -66,39 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 504.303 | -0,67 | 20.182 | 10,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 |
