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 | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2.271 | -88,23 | 226 | -88,03 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1.397 | -26,94 | 139 | -25,81 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14.319 | -14,01 | 1.425 | -12,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2.600 | -43,48 | 259 | -42,41 | |||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.163 | -10,20 | 414 | -8,20 | ||||
| 2025-04-30 | 13F | Sharper & Granite LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 8.757 | -87,77 | 871 | -87,52 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Commonwealth Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21.384 | -13,59 | 2.127 | -11,82 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1.164 | -3,96 | 116 | -2,54 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4.830 | -10,32 | 481 | -8,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5.236 | -22,95 | 521 | -21,45 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 77.392 | -0,69 | 7.700 | 1,36 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 28.927 | -22,37 | 2.878 | -20,79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 189.520 | -13,06 | 18.855 | -11,27 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 211 | -50,00 | 21 | -48,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.151.037 | -50,24 | 114.517 | -49,21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11.397 | -5,11 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 71.867 | -12,65 | 7.150 | -10,85 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 4.533 | -30,04 | 451 | -28,68 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9.443 | -1,34 | 964 | 3,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8.892 | -9,29 | 885 | -7,43 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.220 | -0,17 | 818 | 1,87 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14.281 | -0,52 | 1.421 | 1,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 273.704 | -35,14 | 28.405 | -30,95 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4.746 | -0,15 | 472 | 1,94 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6.305 | -3,01 | 615 | -12,66 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3.169 | -39,64 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6.245 | -21,54 | 621 | -19,87 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.058 | -25,81 | 105 | -24,46 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 290.218 | -1,87 | 28.874 | 0,16 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 150 | -25,00 | 15 | -26,32 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 6.118 | -9,47 | 609 | -7,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36.961 | -15,65 | 4 | -25,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 3.376 | -27,85 | 336 | -26,54 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 22.627 | -0,84 | 2.251 | 1,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 151.569 | -5,80 | 15.080 | -3,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2.649 | -4,71 | 264 | 3,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7.256 | -2,62 | 722 | -0,69 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6.887 | -0,23 | 685 | 1,93 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Jeppson Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Insight Inv LLC | 3.324 | -1,39 | 331 | 0,61 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10.872 | -0,04 | 1.082 | 1,98 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 40.021 | -1,17 | 3.982 | 0,86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 44 | -63,93 | 4 | -63,64 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 4.784 | -3,28 | 476 | -1,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 62.927 | -3,24 | 6.261 | 5,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 15.303 | -3,59 | 1.523 | -1,62 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3.506 | -2,77 | 349 | -0,85 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2.616 | -1,84 | 260 | 0,39 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 11.046 | -8,30 | 1.099 | -6,47 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6.848 | -0,32 | 681 | 1,79 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 2.330 | -10,56 | 232 | -8,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4.121 | -2,42 | 410 | -0,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42.541 | -5,76 | 4.232 | -3,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654.365 | -4,87 | 65 | -2,99 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 43.914 | -0,62 | 4.369 | 1,42 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8.436 | -19,08 | 839 | -17,42 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3.314 | -20,76 | 330 | -19,16 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 2.469 | -44,52 | 241 | -50,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 139.916 | -9,47 | 13.920 | -7,60 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 480 | -0,21 | 48 | 2,17 | ||||
| 2025-05-06 | 13F | Benningfield Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35.936 | -10,44 | 3.575 | -8,59 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 78 | -83,54 | 8 | -84,78 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-04-10 | 13F | Watershed Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 55.065 | -18,96 | 5.478 | -17,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3.565 | -94,54 | 355 | -94,44 | ||||
| 2025-05-05 | 13F | Foundry Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39.692 | -28,36 | 3.949 | -26,89 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7.409 | -2,09 | 737 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9.736 | -26,64 | 969 | -25,12 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 750 | -31,19 | 75 | -30,19 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10.339 | -15,11 | 1.029 | -13,40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4.250 | -2,63 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1.282 | -28,06 | 128 | -26,59 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4.193 | -1,92 | 417 | 0,24 | ||||
| 2025-05-07 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 522 | -11,97 | 52 | -10,53 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 52.385 | -3,52 | 5.212 | -1,55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.570 | -5,09 | 554 | -3,15 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 3.538 | -36,63 | 352 | -35,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14.657 | -76,28 | 1.458 | -75,79 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.456 | -3,43 | 742 | -1,46 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2.840 | -6,33 | 283 | -4,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 590.875 | -9,92 | 58.786 | -8,06 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 10.069 | -2,52 | 1.002 | -0,50 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12.950 | -13,26 | 1.288 | -11,48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 655 | -29,04 | 65 | -26,97 | ||||
| 2025-04-10 | 13F | Granite Bay Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3.351 | -8,39 | 333 | -6,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 339.292 | -18,62 | 33.756 | -16,94 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 9.329 | -0,55 | 928 | 1,53 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 198 | -16,46 | 20 | -17,39 | ||||
| 2025-08-08 | 13F | King Wealth | 14.754 | -2,53 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2.113 | -0,89 | 210 | 0,97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.260 | -16,60 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 7.328 | -2,36 | 729 | -0,27 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3.485 | -16,45 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 15.825 | -1,25 | 1.574 | 0,77 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5.621 | -80,30 | 559 | -79,90 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 2.149 | -3,63 | 214 | -1,84 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2.560 | -51,14 | 255 | -50,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13.117 | -33,80 | 1.305 | -32,42 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5.348 | -5,78 | 532 | -3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 79.860 | -2,21 | 7.945 | -0,19 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 9.572 | -0,30 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3.713 | -0,13 | 369 | 1,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96.518 | -46,12 | 9.603 | -45,01 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 45.801 | -52,57 | 4.557 | -51,59 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5.037 | -5,74 | 501 | -3,65 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11.108 | -2,80 | 1.105 | -0,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 289 | -19,94 | 29 | -20,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 76.613 | -0,44 | 7.622 | 1,61 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 3.239 | -1,25 | 322 | 0,94 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 36.169 | -0,07 | 3.598 | 1,98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2.098 | -4,72 | 209 | -2,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 262.539 | -14,05 | 26.120 | -12,28 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.021 | -1,11 | 301 | 1,01 | ||||
| 2025-05-09 | 13F | Acima Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3.133 | -3,42 | 312 | -1,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 371.916 | -12,49 | 37.002 | -10,68 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5.510 | -6,48 | 548 | -4,53 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 237 | -9,54 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 21.307 | -16,11 | 2.120 | -14,38 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 37.061 | -4,67 | 3.687 | -2,69 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 43.363 | -56,24 | 4.314 | -55,33 | ||||
| 2025-08-08 | 13F | Renasant Bank | 9.827 | -4,58 | 978 | -2,59 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31.215 | -2,32 | 3.106 | -0,32 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1.151 | -18,71 | 115 | -17,39 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 494.648 | -66,41 | 49.213 | -65,72 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67.222 | -0,79 | 7.077 | 13,03 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | St. Louis Trust Co | 20.020 | -43,83 | 1.992 | -42,69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.187 | -21,75 | 417 | -28,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 10.881 | -8,88 | 1.083 | -7,04 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5.864 | -1,35 | 583 | 0,69 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7.441 | -2,52 | 740 | -0,54 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1.781 | -0,84 | 177 | 1,14 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 88.133 | -0,82 | 8.768 | 1,22 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 129.257 | -1,71 | 12.860 | 0,32 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 8.237 | -20,03 | 1 | -100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6.661 | -13,54 | 663 | -11,73 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 72.511 | -43,88 | 7.214 | -42,72 | ||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 91.876 | -16,56 | 9.141 | -14,84 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 36.419 | -7,64 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6.200 | -29,55 | 617 | -28,12 | |||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8.999 | -23,11 | 895 | -21,49 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 40.831 | -0,31 | 4.062 | 1,60 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2.189 | -26,64 | 218 | -25,17 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4.395 | -0,43 | 437 | 1,63 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.540 | -1,01 | 253 | 0,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4.628 | -23,07 | 482 | -12,39 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15.921 | -0,91 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7.590 | -16,55 | 755 | -14,79 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8.400 | -23,62 | 836 | -22,11 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 2.481 | -57,06 | 247 | -56,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4.461 | -77,82 | 444 | -77,40 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 9.581 | -15,93 | 953 | -14,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 46.224 | -9,31 | 4.599 | -7,45 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2.765 | -0,43 | 275 | 1,85 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 46.212 | -1,06 | 4.777 | 4,94 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 25.487 | -5,33 | 2.536 | -3,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 225.686 | -8,18 | 22.454 | -6,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 103.510 | -5,38 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 51.045 | -4,68 | 5.078 | -2,72 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29.363 | -26,77 | 2.921 | -25,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3.944 | -23,18 | 392 | -21,60 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4.649 | -5,76 | 463 | -3,75 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21.263 | -15,78 | 2.115 | -14,06 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 293 | -3,62 | 29 | 0,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 33.686 | -22,31 | 3 | -25,00 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 325.179 | -0,69 | 32.353 | 1,36 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4.500 | -1,29 | 448 | 0,68 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 114 | -46,48 | 11 | -45,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 22.936 | -0,09 | 2.282 | 1,97 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1.330 | -1,99 | 132 | 0,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 72.086 | -1,47 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3.257 | -1,33 | 324 | 0,93 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 5.014 | -1,96 | 499 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 11.833 | -15,97 | 1.177 | -14,21 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12.582 | -10,54 | 1.252 | -8,69 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7.872 | -1,25 | 783 | 0,77 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3.084 | -4,04 | 307 | -2,24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 22 | -97,61 | 2 | -97,75 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1.797 | -32,67 | 179 | -31,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672.573 | -27,07 | 66.913 | -25,58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.408 | -0,73 | 339 | 1,50 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 28.125 | -6,52 | 2.798 | -4,57 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9.660 | -6,73 | 961 | -4,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 165.946 | -23,42 | 16.526 | -21,83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 172.767 | -0,46 | 17.189 | 1,60 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 8.644 | -9,32 | 860 | -7,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39.473 | -0,11 | 3.927 | 1,95 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 2.646 | -2,86 | 263 | -0,75 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 855.227 | -3,47 | 85.087 | -1,48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 67.174 | -13,17 | 6.683 | -11,38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 4.075 | -11,12 | 405 | -9,19 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 25.887 | -3,26 | 2.575 | -1,27 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 15.376 | -1,78 | 1.533 | 0,72 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 52.240 | -1,16 | 5.197 | 0,87 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 111 | -3,48 | 11 | 0,00 | ||||
| 2025-07-02 | 13F | InvesTrust | 30.426 | -3,22 | 3.027 | -1,21 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20.257 | -11,81 | 2.015 | -19,21 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 199.510 | -2,16 | 19.849 | -0,14 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12.773 | -6,47 | 1.271 | -4,51 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 14.748 | -1,01 | 1.467 | 1,03 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2.573 | -9,11 | 256 | -7,27 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2.441 | -11,27 | 243 | -9,70 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1.115 | -12,55 | 111 | -11,29 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.440 | -10,33 | 243 | -8,68 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 17.460 | -48,86 | 1.811 | -40,25 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 3.759 | -15,91 | 374 | -14,25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 264.124 | -9,00 | 26.278 | -7,13 | ||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 45.102 | -18,16 | 4.487 | -16,47 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6.114 | -0,81 | 608 | 1,33 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 100 | -74,87 | 10 | -76,32 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 87.268 | -2,40 | 8.682 | -0,38 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 10.488 | -1,64 | 1.043 | 0,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 194.367 | -0,13 | 19.338 | 1,94 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6.912 | -0,33 | 688 | 1,78 | ||||
| 2025-04-23 | 13F | Mill Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65.120 | -17,62 | 6.479 | -15,92 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 11.947 | -3,80 | 1.217 | 0,58 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 252 | -37,62 | 25 | -41,86 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.085 | -10,48 | 207 | -8,81 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2.910 | -2,68 | 290 | -0,69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.004 | -23,70 | 498 | -25,38 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 20.105 | -11,80 | 2.000 | -9,99 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 81.403 | -3,99 | 8.099 | -2,01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3.060 | -14,76 | 304 | -12,89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3.598 | -1,02 | 358 | 0,85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6.735 | -5,26 | 670 | -3,18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 550 | -42,65 | 55 | -41,94 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 24.285 | -11,46 | 2.416 | -9,61 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4.008 | -49,88 | 416 | -46,73 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 2.881 | -94,88 | 287 | -94,79 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5.135 | -9,72 | 511 | -7,94 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 8.890 | -5,67 | 884 | -3,70 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 3.695 | -7,51 | 368 | -5,66 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.323.263 | -4,46 | 131.651 | -2,49 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.779 | -7,78 | 177 | -6,38 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 595.125 | -8,73 | 59.209 | -6,84 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 3.115 | -7,26 | 310 | -5,50 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 33.691 | -50,20 | 3.352 | -49,19 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 330.573 | -15,09 | 32.889 | -13,34 | ||||
| 2025-04-14 | 13F | Camelot Technology Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1.040.281 | -4,47 | 103.498 | -2,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81.195 | -10,54 | 8.078 | -8,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 319 | -98,10 | 32 | -98,10 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4.469 | -0,18 | 445 | 1,83 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19.906 | -9,12 | 1.980 | -7,26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 288 | -86,81 | 29 | -86,79 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4.696 | -1,18 | 0 | |||||
| 2025-05-13 | 13F | Covenant Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 6.374 | -18,57 | 634 | -16,91 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35.560 | -4,13 | 3.538 | -2,16 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2.238 | -0,09 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1.323 | -22,72 | 132 | -21,08 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136.544 | -31,24 | 13.585 | -29,83 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 5.242 | -50,39 | 522 | -49,42 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 15.346 | -6,90 | 1.527 | -4,98 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 37.486 | -11,62 | 3.730 | -9,80 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 3.916 | -13,80 | 390 | -11,99 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5.672 | -6,40 | 564 | -4,41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-01 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 2.608 | -5,88 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5.281 | -0,26 | 525 | 1,74 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 19.155 | -4,12 | 1.988 | 12,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.892 | -0,12 | 1.084 | 19,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.733 | -0,04 | 670 | -8,48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 21.047 | -0,72 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 141.373 | -5,18 | 14.065 | -3,23 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 2.419 | -3,39 | 241 | -1,64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 7 | -88,14 | 1 | -100,00 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 607.573 | -3,83 | 60.447 | -1,85 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 6.801 | -66,21 | 677 | -65,53 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cim, Llc | 2.404 | -24,57 | 239 | -22,90 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 112.023 | -5,69 | 11.153 | -3,50 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 276.415 | -4,00 | 27.501 | -2,02 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 145.095 | -13,12 | 14.435 | -11,32 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2.071 | -2,59 | 206 | -0,48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 147.294 | -0,72 | 14.654 | 1,33 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3.902 | -35,72 | 388 | -34,35 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 88.873 | -1,89 | 8.842 | 0,12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5.302 | -5,24 | 527 | -3,30 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 2.176 | -1,36 | 217 | 0,47 | ||||
| 2025-07-18 | 13F | Vicus Capital | 5.618 | -2,02 | 559 | 0,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3.510 | -3,31 | 349 | -1,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26.993 | -41,37 | 2.686 | -40,25 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 3.810 | -3,40 | 379 | -1,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35.234 | -0,19 | 3.505 | 1,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 355.716 | -12,93 | 35.390 | -11,14 | ||||
| 2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.702 | -2,09 | 866 | -0,12 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | -85,71 | 0 | |||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3.196 | -13,32 | 318 | -11,70 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4.134 | -27,78 | 411 | -26,34 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 48.956 | -16,64 | 4.871 | -14,93 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2.345 | -57,21 | 233 | -56,37 | ||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 19.460 | -1,82 | 1.936 | 0,21 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 28.765 | -6,45 | 2.862 | -4,54 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1.013 | -65,82 | 101 | -68,85 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 46.194 | -0,51 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 158.403 | -7,86 | 15.760 | -5,96 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4.716 | -1,07 | 469 | 1,08 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9.474 | -11,94 | 943 | -10,11 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4.896 | -42,99 | 487 | -41,82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 81.936 | -1,27 | 8.152 | 0,77 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 13.799 | -1,46 | 1.373 | 0,51 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 47.151 | -8,54 | 4.691 | -6,65 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7.545 | -96,10 | 751 | -96,02 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 26.076 | -2,22 | 2.594 | -0,19 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 37.315 | -3,53 | 3.712 | -1,54 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3.059 | -3,84 | 304 | -1,94 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13.178 | -6,40 | 1.311 | -4,45 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 59.309 | -7,47 | 5.901 | -5,55 | ||||
| 2025-04-25 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 43.141 | -24,32 | 4.292 | -22,75 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5.491 | -27,78 | 546 | -26,32 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 6.303 | -3,73 | 627 | -1,72 | ||||
| 2025-04-21 | 13F | Kentucky Trust Co | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 11.065 | -9,95 | 1.101 | -8,10 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7.120 | -48,55 | 708 | -47,48 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 923 | -15,78 | 92 | -14,15 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 9.729 | -1,39 | 1.048 | 15,31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 2.201 | -0,99 | 219 | 0,93 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4.051 | -9,19 | 403 | -7,14 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7.185 | -3,36 | 715 | -1,38 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30.599 | -11,46 | 3.044 | -9,65 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 38.774 | -14,85 | 3.858 | -13,09 |
