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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 78.772 | -1,87 | 4.156 | -1,12 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 208.052 | -0,73 | 10.847 | -0,52 | ||||
| 2025-08-05 | 13F | Arch Capital Group Ltd. | 469.378 | -73,05 | 25 | -73,63 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 105.276 | -4,28 | 5.554 | -3,56 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38.139 | -1,58 | 2.012 | -0,84 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 35.795 | -39,13 | 1.889 | -38,68 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4.430 | -31,10 | 234 | -30,65 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 16.946 | -14,25 | 894 | -13,54 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8.610 | -40,46 | 452 | -40,42 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 14.596 | -3,34 | 770 | -2,53 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 18.232 | -0,28 | 958 | -0,10 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 18.168 | -8,93 | 959 | -8,24 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6.748 | -7,47 | 356 | -6,56 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 625.238 | -3,62 | 32.988 | -2,90 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7.920 | -0,25 | 418 | 0,48 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 21.142.040 | -0,79 | 1.115.454 | -0,05 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 328.625 | -2,46 | 17.338 | -1,73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6.933 | -18,12 | 366 | -17,61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27.224 | -19,67 | 1.437 | -18,95 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 53.627 | -0,16 | 2.829 | 0,60 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 380 | -75,00 | 20 | -74,68 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 196.581 | -6,59 | 10.372 | -5,89 | ||||
| 2025-04-22 | NP | DFLAX - BNY Mellon Floating Rate Income Fund Class A | 44.185 | -30,43 | 2.313 | -30,16 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 10.182 | -23,40 | 537 | -22,84 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 72.001 | -0,00 | 3.799 | 0,74 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4.511 | -1,59 | 238 | -0,83 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 38.207 | -20,39 | 2.016 | -19,82 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 14.537 | -0,39 | 761 | 0,93 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 8.657 | -15,59 | 457 | -15,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33.614 | -6,09 | 1.773 | -5,39 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 27.060 | -2,57 | 1.428 | -1,86 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 42.788 | -1,89 | 2.257 | -1,14 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4.013 | -11,22 | 211 | -9,87 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 395.000 | -52,41 | 20.465 | -52,41 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 279.948 | -8,16 | 14.770 | -7,47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 37.187 | -2,28 | 1.962 | -1,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 237.361 | -34,42 | 12.507 | -34,02 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 7.822 | -59,04 | 413 | -58,80 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.019.329 | -2,24 | 159 | -1,24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37.770 | -2,97 | 1.993 | -2,26 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 4.114 | -18,10 | 215 | -16,99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.120.405 | -2,63 | 58.799 | -2,43 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 335 | -7,20 | 18 | -5,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14.615 | -36,25 | 771 | -35,75 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 130.940 | -5,84 | 6.908 | -5,14 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Aviance Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20.480 | -12,90 | 1.081 | -12,27 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 830 | -32,85 | 44 | -32,81 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.031 | -23,66 | 213 | -23,19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 151.322 | -0,53 | 7.984 | 0,21 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1.473 | -96,36 | 78 | -96,36 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Parkworth Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22.809 | -8,47 | 1.204 | -7,81 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 41.594 | -0,50 | 2.194 | 0,23 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 40.674 | -12,45 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 28.282 | -5,10 | 1.492 | -4,36 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 477.429 | -1,17 | 25.189 | -0,43 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 264.681 | -0,18 | 13.965 | 0,56 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 267.088 | -9,69 | 14.081 | -9,10 | ||||
| 2025-07-24 | 13F | Eastern Bank | 36.190 | -77,56 | 1.909 | -77,39 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 8.889 | -1,30 | 469 | -0,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121.684 | -39,97 | 6 | -40,00 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 9.770.000 | -6,06 | 515.465 | -5,36 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 13.914 | -1,90 | 734 | -1,08 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 19.081 | -45,28 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9.076 | -63,76 | 479 | -63,54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Sabal Trust CO | 110.681 | -15,60 | 5.796 | -14,50 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26.654 | -5,41 | 1.396 | -3,33 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 15.949 | -5,18 | 837 | -4,67 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5.662 | -2,83 | 299 | -2,30 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 8.874 | -95,68 | 468 | -95,65 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 43.555 | -5,03 | 2.298 | -4,33 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 413.557 | -0,28 | 21.819 | 0,47 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5.322 | -0,47 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 24.273 | -4,10 | 1.281 | -3,40 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 84.263 | -4,72 | 4.446 | -4,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 3.539 | -2,99 | 187 | -2,62 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 7.481 | -62,29 | 395 | -62,04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7.559 | -25,46 | 399 | -25,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20.351 | -15,61 | 1.074 | -14,98 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 177.325 | -1,97 | 9.356 | -1,25 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 45.071 | -16,64 | 2.378 | -16,04 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8.984 | -1,18 | 474 | -0,63 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 137.586 | -29,34 | 7.225 | -28,93 | ||||
| 2025-05-15 | 13F | Bnp Paribas | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 234.665 | -1,72 | 12.289 | -0,44 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31.103 | -16,87 | 1.641 | -16,28 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 438.595 | -41,95 | 23.022 | -41,42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 12.300 | -10,55 | 649 | -10,12 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116.510 | -7,17 | 6.147 | -6,47 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 43.993 | -13,25 | 2.321 | -12,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 33.981 | -8,90 | 1.793 | -8,24 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36.007 | -2,76 | 1.900 | -2,06 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 362.158 | -4,60 | 19.107 | -3,89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 95.104 | -27,27 | 5.018 | -26,73 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 13.577 | -18,06 | 716 | -17,42 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 6.294 | -3,05 | 332 | -2,06 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 82.107 | -8,99 | 4.309 | -7,85 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 3.954 | -22,17 | 209 | -21,80 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 43.260 | -13,95 | 2.282 | -13,30 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 69.005 | -4,42 | 3.618 | -3,78 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 126.014 | -9,09 | 6.648 | -8,42 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 47.032 | -0,03 | 2.481 | 0,73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58.639 | -1,59 | 3.094 | -0,87 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 84.349 | -15,67 | 4.450 | -14,59 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 897.059 | -22,45 | 47.329 | -21,87 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 22.724 | -21,08 | 1.199 | -20,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13.928 | -65,72 | 735 | -65,51 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10.732 | -3,11 | 566 | -2,41 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17.419 | -0,72 | 1 | |||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 177.207 | -0,13 | 9.349 | 0,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5.816 | -8,64 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 209.465 | -13,03 | 11.051 | -12,38 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 42.967 | -3,16 | 2.267 | -2,45 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8.135 | -2,85 | 429 | -2,05 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 11.368 | -4,15 | 1 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 659.812 | -3,76 | 34.568 | -2,69 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 59.239 | -8,62 | 3.102 | -7,43 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 63.890 | -0,85 | 3.371 | -0,12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 31.512 | -3,97 | 1.663 | -1,19 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 129.940 | -2,87 | 7 | -14,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 563.408 | -22,09 | 29.725 | -21,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.647.281 | -2,08 | 86.911 | -1,35 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 15.251 | -2,64 | 805 | -1,95 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 18.730 | -1,75 | 988 | -1,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19.209 | -7,82 | 1.013 | -7,15 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 19.289 | -0,93 | 1.018 | -0,20 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.962 | -14,44 | 156 | -13,81 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 4.681 | -0,81 | 247 | 0,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 391.742 | -2,09 | 20.668 | -1,36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 179.428 | -4,10 | 9.467 | -3,39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 87.674 | -37,12 | 4.626 | -36,66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 116.092 | -2,26 | 6.125 | -1,53 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 31.964 | -0,93 | 1.686 | -0,18 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 248.321 | -2,13 | 13.101 | -1,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 88.567 | -5,91 | 4.673 | -5,21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26.031 | -5,43 | 1.373 | -4,72 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Cottage Street Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 9.297 | -0,56 | 490 | 0,20 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 4.139 | -7,18 | 218 | -6,44 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4.076 | -2,46 | 215 | -1,38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.402 | -72,21 | 74 | -72,35 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 743 | -23,48 | 39 | -22,00 | ||||
| 2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17.660 | -22,22 | 932 | -21,70 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2.113 | -1,90 | 111 | -0,89 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 17.350 | -2,80 | 915 | -2,03 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 219.005 | -11,44 | 11.555 | -10,78 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Sun Life Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 3.847 | -0,65 | 203 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6.461 | -0,32 | 341 | 0,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 14.291 | -1,60 | 754 | -0,92 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 44.295 | -6,18 | 2.337 | -5,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.334 | -0,64 | 123 | 0,00 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 30.007 | -1,03 | 1.583 | -0,25 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 13.301 | -9,07 | 702 | -8,49 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 1.473.979 | -2,96 | 77.767 | -2,24 | ||||
| 2025-05-05 | 13F | Resurgent Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | New World Advisors LLC | 41.878 | -11,17 | 2.209 | -10,49 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 6.070 | -6,62 | 320 | -5,88 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 5.450 | -6,84 | 288 | -6,21 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 38.466 | -1,42 | 2.029 | -0,69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 326.425 | -1,47 | 17.222 | -0,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14.816 | -0,38 | 782 | 0,39 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 4.123 | -0,48 | 218 | 0,46 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 1.969 | -3,34 | 104 | -2,83 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 134.040 | -0,04 | 7.072 | 0,70 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32.939 | -0,52 | 1.738 | 0,17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2.688 | -33,66 | 142 | -33,49 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5.370 | -1,10 | 283 | 0,00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4.634 | -3,50 | 243 | -3,19 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 150 | -52,98 | 8 | -56,25 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 14.851 | -0,98 | 784 | -0,38 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 30.264 | -0,96 | 1.597 | -0,25 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 56.547 | -9,34 | 3.028 | -7,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 57.890 | -83,11 | 3.054 | -82,99 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 12.530 | -94,83 | 658 | -94,78 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 372.581 | -1,12 | 19.657 | -0,39 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 55.525 | -15,38 | 2.929 | -14,76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 881.002 | -4,95 | 46.482 | -4,24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9.888 | -3,64 | 522 | -2,98 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 200.553 | -3,34 | 10.581 | -2,61 | ||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 485.256 | -2,77 | 25.529 | -2,03 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26.746 | -2,22 | 1.411 | -1,47 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 63.801 | -0,04 | 3.366 | 0,72 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7.676 | -16,35 | 405 | -15,83 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 556.731 | -5,48 | 29.373 | -4,77 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 76.971 | -1,50 | 4.061 | -0,78 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 29.445 | -1,34 | 1.554 | -0,58 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 7.382.594 | -3,54 | 389.506 | -2,82 | ||||
| 2025-07-31 | 13F | United Community Bank | 32.115 | -5,91 | 1.694 | -5,20 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 43 | -51,69 | 2 | -50,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 47.666 | -39,99 | 2.515 | -39,55 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 19.739 | -0,95 | 1.041 | -0,19 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 17.190 | -10,61 | 907 | -10,03 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 78.112 | -0,69 | 4.121 | 0,05 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 19.530 | -0,32 | 1.030 | 0,39 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10.712 | -59,77 | 564 | 56.300,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44.384 | -3,87 | 2.342 | -3,14 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 817.000 | -10,79 | 43.105 | -10,13 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 97.788 | -11,99 | 5.159 | -11,34 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 14.370 | -0,69 | 758 | 0,13 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 774.660 | -5,53 | 40.871 | -4,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5.631 | -13,20 | 297 | -12,39 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 29.584 | -3,42 | 1.561 | -2,74 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 72.664 | -10,93 | 3.834 | -10,28 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Rinkey Investments | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 264.460 | -7,36 | 13.953 | -6,67 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 51.160 | -26,04 | 2.691 | -25,70 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 51.648 | -7,70 | 2.725 | -7,03 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 236.694 | -3,19 | 12.488 | -2,47 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 50.301 | -98,98 | 2.654 | -98,97 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 113.487 | -2,52 | 5.952 | -2,33 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4.400 | -90,69 | 232 | -90,29 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 53.626 | -1,83 | 2.829 | -1,08 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 16.032 | -4,53 | 844 | -4,10 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 37.071 | -2,39 | 1.944 | -1,22 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12.905 | -5,31 | 681 | -4,63 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31.596 | -1,19 | 1.667 | -0,42 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 98.959 | -6,40 | 5.221 | -5,69 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 29.004 | -0,22 | 1.530 | 0,53 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 55.959 | -0,78 | 2.952 | -0,03 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.269 | -82,42 | 436 | -82,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7.687.322 | -6,77 | 405.583 | -6,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8.211 | -16,05 | 433 | -15,43 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 27.554 | -16,79 | 1.454 | -16,21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 616.527 | -5,35 | 32.528 | -4,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.945.151 | -21,60 | 102.626 | -21,02 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 12.179 | -5,92 | 643 | -5,17 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 24.515 | -1,52 | 1.293 | -0,77 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22.992 | -6,78 | 1.213 | -6,04 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 150.637 | -0,06 | 7.948 | 0,68 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 9.148 | -2,16 | 483 | -1,43 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 5.794 | -0,77 | 306 | 0,00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 49.389 | -1,12 | 2.606 | -0,38 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 34.273 | -26,24 | 1.808 | -25,69 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8.993 | -0,33 | 474 | 0,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.346.712 | -2,83 | 176.573 | -2,11 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 8.882 | -5,33 | 465 | -4,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 53.226 | -9,45 | 2.808 | -8,77 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20.262 | -11,08 | 1.069 | -9,56 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7.946 | -2,46 | 419 | -1,64 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7.711 | -44,07 | 407 | -43,77 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 19.712 | -3,12 | 1.040 | -2,44 | ||||
| 2025-05-15 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10.566 | -7,83 | 557 | -7,17 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 48.137 | -74,75 | 2.540 | -74,56 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 17.290 | -11,11 | 912 | -10,41 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 223.837 | -7,71 | 11.810 | -7,02 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17.563 | -2,96 | 927 | -2,22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 16 | -66,67 | 1 | -100,00 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51.770 | -4,71 | 2.731 | -4,01 | ||||
| 2025-04-23 | 13F | Northland Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Hudson Valley Investment Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 517.776 | -3,27 | 27.318 | -2,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.211.751 | -1,11 | 63.932 | -0,38 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 544.773 | -34,28 | 28.742 | -33,79 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 134.712 | -0,20 | 7.107 | 0,54 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 17.826 | -86,68 | 940 | -86,59 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5.234 | -4,17 | 276 | -2,13 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1.718.801 | -0,67 | 90.684 | 0,07 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 25.178 | -16,06 | 1.328 | -15,41 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 151.153 | -4,00 | 7.975 | -3,29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 145.232 | -10,69 | 7.662 | -10,03 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3.870 | -45,06 | 204 | -44,57 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.564 | -4,08 | 716 | -3,38 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.764 | -58,86 | 93 | -58,93 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5.554 | -3,36 | 293 | -2,33 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12.051 | -1,21 | 636 | -0,47 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 26.817 | -5,63 | 1.415 | -4,97 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 24.963 | -8,54 | 1.317 | -7,84 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.389 | -4,89 | 495 | -4,26 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 45.405 | -1,35 | 2.396 | -0,62 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 51.413 | -15,27 | 2.713 | -14,64 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 11.846 | -9,48 | 625 | -8,91 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 229.405 | -7,87 | 12.103 | -7,19 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 158.546 | -3,46 | 8.365 | -2,74 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8.332 | -25,83 | 440 | -25,34 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 5.502 | -7,45 | 290 | -6,75 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 23.885 | -32,64 | 1.260 | -32,11 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 13.297 | -82,81 | 2.510 | -38,06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213.987 | -2,40 | 11.290 | -1,67 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 7.841 | -21,04 | 411 | -20,08 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 24.271 | -7,03 | 1.281 | -6,36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15.287 | -1,25 | 807 | -0,49 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 1.841.278 | -2,45 | 97.146 | -1,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667.525 | -0,73 | 35.219 | 0,01 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2.735 | -12,42 | 144 | -11,66 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 7.519 | -0,58 | 397 | 0,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 62 | -91,29 | 3 | -91,89 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10.614 | -35,02 | 560 | -34,62 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 205.500 | -18,96 | 10.842 | -18,35 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4.720 | -4,07 | 249 | -3,11 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 10.590 | -1,93 | 559 | -1,24 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 28.731 | -27,48 | 1.508 | -27,34 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 13.287.182 | -0,14 | 701.032 | 0,59 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 339.783 | -35,34 | 17.927 | -34,86 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 237.262 | -7,02 | 13 | -7,69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12.898.005 | -6,38 | 680.519 | -6,70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 656.477 | -29,05 | 34.636 | -28,52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 307.546 | -4,27 | 16.226 | -3,55 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18.795 | -5,60 | 992 | -4,89 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 17.766 | -9,75 | 937 | -9,03 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7.975 | -20,03 | 421 | -19,54 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 47.280 | -9,83 | 2.494 | -9,18 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 253.505 | -0,43 | 13.375 | 0,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18.576 | -28,56 | 980 | -27,99 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8.043 | -5,78 | 424 | -5,15 | ||||
| 2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 13.083.536 | -1,29 | 686.231 | -1,11 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7.810 | -0,08 | 0 | |||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 121.995 | -9,48 | 6.436 | -8,81 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 400 | -76,12 | 21 | -76,74 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12.655 | -11,13 | 668 | -10,47 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 31.272 | -5,97 | 1.650 | -5,28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.467 | -1,97 | 658 | 0,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 151.338 | -0,42 | 7.985 | 0,33 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 22.903 | -23,12 | 1.208 | -22,56 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 53.797 | -12,03 | 3 | -33,33 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 126.240 | -2,24 | 6.660 | -1,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.793.896 | -2,61 | 94.646 | -1,89 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3.884 | -3,96 | 205 | -3,32 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 4.404 | -8,44 | 232 | -7,57 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6.710 | -67,89 | 354 | -67,64 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 50.945 | -0,59 | 2.688 | 0,15 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8.084 | -5,91 | 427 | -5,12 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 30.371 | -21,14 | 1.602 | -20,54 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29.753 | -7,89 | 1.570 | -7,21 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 4.719 | -22,12 | 249 | -21,77 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6.025 | -3,26 | 318 | -2,76 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 6.324 | -8,37 | 334 | -7,76 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 331.022 | -19,73 | 17.465 | -19,14 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 7.327 | -36,66 | 386 | -36,20 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 40.229 | -10,26 | 2.122 | -9,59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 37.804 | -7,53 | 1.995 | -6,87 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3.886 | -9,33 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 4.361 | -9,73 | 230 | -8,73 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 11.009 | -0,07 | 581 | 0,69 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4.861 | -9,83 | 256 | -9,22 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 60 | -34,07 | 3 | -25,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 10.584 | -76,33 | 558 | -76,16 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 228.642 | -2,57 | 12.063 | -1,84 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 212.946 | -61,22 | 11.235 | -60,93 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27.081 | -49,21 | 1.429 | -48,85 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 29.116 | -0,68 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24.484 | -12,11 | 1.292 | -11,45 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 5.552 | -9,75 | 292 | -8,75 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25.530 | -0,55 | 1.347 | 0,22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 41.865 | -2,94 | 2.209 | -2,21 | ||||
| 2025-08-08 | 13F | Croban | 52.487 | -10,35 | 2.769 | -9,69 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 11.470 | -3,38 | 605 | -2,58 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 3.852 | -62,15 | 203 | -61,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 189.183 | -2,11 | 9.981 | -1,37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 88.998 | -2,28 | 4.696 | -1,55 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7.650 | -23,69 | 404 | -23,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.120.100 | -43,42 | 59.096 | -43,00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 176.070 | -3,30 | 9.289 | -2,58 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 63.784 | -29,90 | 3.365 | -29,38 | ||||
| 2025-08-08 | 13F | Creative Planning | 326.991 | -0,23 | 17.252 | 0,52 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 61.541 | -2,14 | 3.247 | -1,43 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.141.027 | -2,11 | 112.961 | -1,38 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 340.237 | -27,61 | 17.951 | -27,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 36.814 | -6,33 | 1.942 | -5,64 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44.013 | -0,34 | 2.322 | 0,43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5.770 | -91,90 | 304 | -91,85 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 190.537 | -3,29 | 10.053 | -2,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 102.680 | -1,79 | 5.417 | -1,06 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 131.503 | -5,50 | 6.938 | -4,79 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 13.924 | -7,82 | 735 | -7,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | -19,75 | 3 | -25,00 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 12.547 | -77,00 | 662 | -76,86 | ||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 14.050 | -2,32 | 741 | -1,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16.819 | -1,00 | 887 | -0,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 33.981 | -8,90 | 1.793 | 818,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14.707.017 | -27,46 | 775.942 | -26,92 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14.488 | -69,83 | 764 | -69,64 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.263 | -3,78 | 330 | -2,94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 58.628 | -0,98 | 3.093 | -0,26 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 143.796 | -0,04 | 7.587 | 0,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Pictet North America Advisors SA | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 7.636 | -3,10 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 153.332 | -8,66 | 8.090 | -7,97 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 515.740 | -1,18 | 27.210 | -0,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54.592 | -5,71 | 2.880 | -5,01 |
