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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 58.446 | -13,54 | 4.444 | -4,55 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10.707 | -44,86 | 814 | -39,12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 22.648 | -51,16 | 2 | -66,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 4.533 | -3,06 | 345 | 6,83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1.074 | -69,11 | 82 | -66,11 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 11.836 | -1,54 | 900 | 8,70 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 20.286 | -0,76 | 1.543 | 9,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6.927 | -2,24 | 527 | 15,35 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 6.085 | -30,66 | 463 | -23,51 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38.298 | -10,38 | 2.912 | -1,05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37.278 | -10,75 | 2.835 | -1,49 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 149 | -1,32 | 11 | 10,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 723 | -50,00 | 55 | -45,45 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4.051 | -4,50 | 308 | 5,48 | ||||
| 2025-04-29 | 13F | Centennial Bank/AR/ | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 64.501 | -0,86 | 4.905 | 9,42 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 13.884 | -2,12 | 1.056 | 7,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35.534 | -5,39 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 40.340 | -1,32 | 3.067 | 8,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Wynn Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 154.091 | -24,45 | 11.717 | -18,81 | ||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 192.453 | -0,25 | 14.634 | 10,11 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 68.286 | -13,40 | 5.192 | -4,42 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 2.641 | -2,44 | 201 | 7,53 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 403.344 | -0,74 | 30.670 | 9,56 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 104.357 | -1,22 | 7.935 | 9,03 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 5.427 | -4,71 | 413 | 5,10 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3.856 | -9,04 | 293 | 0,34 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 4.162 | -3,19 | 316 | 6,76 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28.606 | -4,75 | 2.152 | 4,47 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 66.892 | -1,66 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 723.850 | -10,40 | 55.042 | -0,51 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18.138 | -8,64 | 1.379 | 0,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36.021 | -1,05 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 430 | -1,15 | 33 | 10,34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24.622 | -17,53 | 1.843 | -10,41 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 739.882 | -1,44 | 56.261 | 8,78 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.259 | -40,67 | 324 | -34,62 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 19.622 | -4,15 | 1.492 | 5,82 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 25.668 | -17,76 | 1.952 | -9,26 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 200 | -62,05 | 15 | -58,33 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116.913 | -4,97 | 8.054 | 1,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 536 | -39,09 | 41 | -33,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4.414 | -17,92 | 336 | -9,46 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 17.238 | -9,18 | 1.311 | 0,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 172.375 | -2,89 | 13.107 | 7,19 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 7.229 | -1,97 | 550 | 8,28 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 78.288 | -0,14 | 5.953 | 10,22 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 90.320 | -4,09 | 6.868 | 5,86 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 43 | -91,21 | 3 | -90,91 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 710.612 | -11,66 | 54.035 | -2,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 4.738 | -13,56 | 360 | -4,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194.289 | -19,61 | 14.774 | -11,27 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.962 | -23,27 | 149 | -15,34 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 220.047 | -3,15 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55.180 | -54,30 | 4.196 | -49,56 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 234.146 | -4,89 | 17.804 | 4,98 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.649 | -46,55 | 201 | -41,06 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 20.255 | -37,55 | 1.540 | -31,07 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1.313.439 | -8,52 | 99.874 | 0,98 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 97.283 | -1,56 | 7 | 16,67 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3.708 | -1,98 | 239 | -8,08 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9.632 | -0,84 | 732 | 9,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64.776 | -19,69 | 4.926 | -11,36 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 61.543 | -4,11 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3.253 | -2,98 | 247 | 7,39 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1.154.156 | -3,72 | 87.762 | 6,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.270 | -46,65 | 325 | -39,33 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 347.211 | -0,57 | 26.402 | 9,75 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 12.399 | -1,13 | 943 | 9,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 81.397 | -7,26 | 6.189 | 2,37 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 79.928 | -8,45 | 6.078 | 1,05 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 63.731 | -0,87 | 5.189 | 17,19 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18.766 | -17,02 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.179 | -91,66 | 318 | -90,81 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23.044 | -8,91 | 1.752 | 0,57 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1.419.721 | -1,53 | 107.956 | 8,69 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 165.433 | -6,08 | 12.579 | 3,67 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 215.309 | -26,21 | 16.372 | -18,56 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 7.866 | -0,53 | 598 | 9,32 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 12.230 | -53,46 | 930 | -48,67 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 3.835 | -9,38 | 292 | 0,00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 16.796 | -38,35 | 1.277 | -31,93 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 35.711 | -4,74 | 2.715 | 5,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2.086.440 | -42,17 | 159 | -36,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.651 | -21,82 | 278 | -13,71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 16.490 | -1,29 | 1.254 | 8,96 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 7.371 | -11,58 | 560 | -2,44 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3.150.680 | -0,81 | 239.578 | 9,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8.546 | -4,23 | 1 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 12.412 | -0,25 | 944 | 10,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28.006 | -0,27 | 2.130 | 10,08 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 64 | -4,48 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3.483 | -13,85 | 265 | -5,04 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 26.865 | -3,30 | 2.043 | 6,74 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 26.005 | -13,57 | 1.977 | -4,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 473.436 | -10,53 | 36.000 | -1,25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 4.302 | -0,39 | 327 | 10,10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 74.904 | -0,33 | 5.696 | 10,01 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6.142 | -3,64 | 467 | 6,38 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 29.732 | -7,83 | 2.261 | 1,71 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 172.261 | -2,14 | 13.099 | 8,02 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5.207 | -1,87 | 396 | 8,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 95.259 | -2,11 | 7.243 | 8,06 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 778.922 | -65,73 | 59.229 | -62,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 430 | -12,42 | 33 | -3,03 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 83.698 | -7,97 | 6.364 | 1,58 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44 | -30,16 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4.070 | -0,02 | 310 | 10,36 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 11.231 | -14,53 | 852 | -5,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37.372 | -0,13 | 2.842 | 10,20 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 102.959 | -0,18 | 7.829 | 10,19 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 33.675 | -22,40 | 2.561 | -14,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55.192 | -0,19 | 4.197 | 10,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.040 | -81,68 | 79 | -79,80 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16.487 | -22,41 | 1.254 | -14,35 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 46.819 | -16,99 | 3.560 | -8,37 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215.655 | -7,64 | 16.398 | 1,95 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3.576 | -0,22 | 272 | 10,16 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 250.920 | -83,85 | 19.080 | -82,18 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12.207 | -7,92 | 930 | 1,86 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 575.800 | -15,20 | 43.784 | -6,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1.516.493 | -3,31 | 115.314 | 6,72 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 11.170 | -2,48 | 849 | 7,60 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6.450 | -19,88 | 490 | -11,71 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9.350 | -1,19 | 711 | 9,06 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1.396.512 | -1,39 | 106.191 | 8,84 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 249.816 | -0,58 | 18.996 | 9,75 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20.357 | -8,20 | 1.548 | 1,31 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 25.204 | -0,59 | 1.786 | 3,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3.193 | -0,81 | 243 | 9,50 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 117.174 | -1,51 | 8.910 | 8,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3.195 | -32,67 | 243 | -25,77 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 438.386 | -36,55 | 33.335 | -25,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 168.469 | -6,01 | 12.844 | 4,03 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 85.745 | -36,62 | 6.520 | -30,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6.296 | -0,06 | 479 | 10,14 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 460.093 | -5,77 | 34.985 | 4,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32.205 | -8,70 | 2.449 | 0,74 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 15.264 | -2,38 | 1.161 | 7,71 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.531 | -47,85 | 116 | -38,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.593.378 | -3,52 | 121.160 | 6,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4.239 | -3,04 | 322 | 6,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 125.983 | -4,47 | 9.580 | 5,45 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 696.600 | -0,58 | 53 | 8,33 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 628.400 | -7,45 | 45.006 | -1,56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.112 | -30,91 | 237 | -23,87 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 50.801 | -1,87 | 3.863 | 8,30 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.147 | -1,71 | 87 | 8,75 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6.002 | -12,21 | 456 | -2,98 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3.620 | -18,96 | 275 | -10,42 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 182.727 | -4,84 | 13.895 | 5,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 36.574 | -8,40 | 2.781 | 1,13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 347 | -34,77 | 26 | -27,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 555.511 | -17,05 | 42 | -8,70 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 39.712 | -1,10 | 3.020 | 9,15 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1.313.439 | -8,14 | 98.797 | 0,41 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 625.493 | -26,01 | 47.562 | -18,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.436 | -17,52 | 109 | -8,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1.196.326 | -9,00 | 90.969 | 0,44 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 15.458 | -19,38 | 1.175 | -10,98 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 198.466 | -21,07 | 15.091 | -12,87 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 55.806 | -1,50 | 3.997 | 4,77 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 16.543 | -1,14 | 1.258 | 9,11 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5.097 | -26,94 | 388 | -19,37 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3.298 | -9,84 | 251 | -0,79 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7.329 | -24,16 | 557 | -16,37 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31.160 | -0,02 | 2.369 | 10,34 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11.702 | -6,29 | 890 | 3,37 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 25.567 | -8,42 | 1.944 | 1,09 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5.660 | -13,56 | 430 | -4,66 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100,00 | 0 |
