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 | Elm Partners Management LLC | 345.732 | -28,06 | 7.316 | -29,23 | ||||
| 2025-05-05 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 41.674 | -0,88 | 876 | -3,10 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 22.946 | -4,73 | 486 | -6,37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28.353 | -21,50 | 600 | -22,81 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90.368 | -1,07 | 1.912 | -2,65 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 12.401 | -40,74 | 262 | -41,78 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 23.974 | -4,44 | 507 | -5,94 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 21.000 | -0,63 | 444 | -2,20 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 433.000 | -2,00 | 9.162 | -3,59 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1.046.400 | -0,01 | 22.142 | -1,63 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16.948 | -1,86 | 359 | -3,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 348.237 | -0,09 | 7.369 | -1,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 788.285 | -3,97 | 16.680 | -5,53 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 7.959 | -1,95 | 169 | -3,45 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29.001 | -10,72 | 614 | -12,18 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 122.184 | -7,25 | 2.585 | -8,75 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | -100,00 | 0 | |||||
| 2025-06-24 | NP | SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares | 1.725.311 | -3,62 | 36.283 | -4,49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 194.373 | -70,07 | 4.113 | -70,56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 230 | -54,18 | 5 | -60,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47.265 | -0,75 | 992 | 78,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 38.714 | -31,04 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 | -13,33 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 140.348 | -0,81 | 2.970 | -2,43 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17.344 | -5,36 | 367 | -7,11 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12.640 | -6,34 | 267 | -7,93 | ||||
| 2025-05-16 | 13F | Peloton Wealth Strategists | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 60.031 | -6,95 | 1.270 | -8,44 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 14.570 | -10,62 | 308 | -12,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 13.492 | -6,55 | 285 | -8,06 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3.583 | -14,24 | 76 | -15,73 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 836.067 | -0,65 | 18 | -5,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 69 | -87,94 | 1 | -91,67 | ||||
| 2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 23.346 | -0,10 | 494 | -1,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93.095 | -3,61 | 1.970 | -5,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 412.061 | -0,30 | 8.719 | -1,92 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 106.765 | -0,51 | 2.259 | -2,12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35.483 | -1,17 | 751 | -2,85 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 98.645 | -4,52 | 2.087 | -6,08 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 118.138 | -4,95 | 2.500 | -6,51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9.384 | -0,73 | 199 | -2,46 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 26.194 | -3,26 | 554 | -4,81 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 16.288 | -0,01 | 345 | -1,71 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33.094 | -0,36 | 700 | -1,96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 59.960 | -3,18 | 1.269 | -4,80 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 130.694 | -14,95 | 2.766 | -16,34 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 229 | -81,37 | 5 | -84,62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.584 | -2,36 | 309 | -4,05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 528 | -20,24 | 11 | -21,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42.745 | -7,36 | 1 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 85.667 | -19,69 | 1.813 | -21,01 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 67.289 | -0,70 | 1.424 | -2,33 | ||||
| 2025-05-08 | 13F | Momentous Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 27.199 | -8,85 | 576 | -10,30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 93.169 | -1,98 | 1.971 | -3,57 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14.258 | -1,70 | 302 | -3,22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Rational Advisors Llc | 1.550.514 | -12,53 | 32.809 | -13,96 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 81.259 | -1,36 | 1.719 | -2,99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1.196.513 | -1,35 | 25.318 | -2,96 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 284.131 | -7,41 | 5.975 | -8,23 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | NWK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.010 | -16,43 | 212 | -6,64 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 520.883 | -2,94 | 11.022 | -4,52 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 16.872 | -1,93 | 357 | -3,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11.907 | -7,35 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8.467 | -22,24 | 179 | -23,50 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54.918 | -56,76 | 1.161 | -57,50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 97.526 | -59,19 | 2.064 | -59,86 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 24.124 | -34,50 | 510 | -35,61 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 42.110 | -5,14 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 660 | -24,91 | 14 | -27,78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 11.563 | -4,04 | 245 | -5,79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 21.407 | -40,91 | 453 | -41,98 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 333.901 | -6,09 | 7.065 | -7,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 17.007 | -29,60 | 360 | -30,83 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21.855 | -0,12 | 462 | -1,70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85.372 | -0,05 | 1.806 | -1,69 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Yoffe Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 464 | -69,05 | 10 | -70,97 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 9.222 | -14,08 | 195 | -15,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8.942 | -8,97 | 189 | -10,43 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 22.716 | -3,41 | 481 | -4,95 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 70.630 | -5,11 | 1.495 | -6,68 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 14.354 | -0,15 | 304 | -1,94 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 15.696 | -2,68 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 757 | -82,83 | 16 | -82,98 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 421 | -7,06 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 22.634.627 | -3,27 | 478.949 | -4,84 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.805 | -80,17 | 38 | -80,51 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 333.356 | -70,40 | 7.054 | -70,88 | ||||
| 2025-04-15 | 13F | Mv Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 279.776 | -2,15 | 5.920 | -3,74 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 51.759 | -0,69 | 1 | 0,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.671 | -39,17 | 141 | -40,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 94 | -63,85 | 2 | -80,00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 18.558 | -3,74 | 393 | -5,31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 11.244 | -10,00 | 238 | -11,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.304 | -18,90 | 91 | -20,18 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 198.979 | -3,29 | 4.210 | -4,86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.423 | -0,14 | 30 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 26.983 | -1,73 | 571 | -3,39 | ||||
| 2025-06-24 | NP | SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares | 177.522 | -3,98 | 3.733 | -4,84 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 76.436 | -0,42 | 1.617 | -2,00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 28.221 | -11,28 | 597 | -12,72 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 49.332 | -1,00 | 1.044 | -2,61 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51.450 | -8,01 | 1.120 | -5,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.621.005 | -2,66 | 34.288 | -4,28 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 35.957 | -1,58 | 761 | -3,18 | ||||
| 2025-05-15 | 13F | Becker Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 17.346 | -1,11 | 367 | -2,65 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 32.330 | -5,39 | 684 | -6,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33.164 | -4,87 | 702 | -6,41 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 105.540 | -0,20 | 2.233 | -1,85 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 85.772 | -3,72 | 1.815 | -5,32 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 81.784 | -31,59 | 1.731 | -32,71 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 18.538 | -4,55 | 392 | -6,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 33.678 | -5,71 | 713 | -7,29 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23.715 | -0,37 | 1 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 1.735.734 | -9,64 | 36.502 | -10,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 11.457 | -38,81 | 242 | -39,80 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.481 | -53,18 | 52 | -53,98 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 149.694 | -1,07 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 360.476 | -1,94 | 7.628 | -3,54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 183.863 | -15,34 | 3.891 | -16,72 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 18.990 | -0,45 | 402 | -2,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68.769 | -38,78 | 1.455 | -39,78 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 217.758 | -3,26 | 4.608 | -4,83 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31.150 | -11,61 | 659 | -13,06 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 202 | -76,51 | 4 | -77,78 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 17.811 | -0,28 | 377 | -2,08 | ||||
| 2025-06-24 | NP | SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares | 788.902 | -5,29 | 16.591 | -6,14 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9.649 | -26,12 | 204 | -27,14 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6.346 | -0,77 | 134 | -2,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32.118 | -1,69 | 1 | |||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 34.318 | -0,67 | 726 | -1,36 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 44 | -93,83 | 1 | -100,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 14.499 | -2,87 | 307 | -4,67 | ||||
| 2025-06-24 | NP | SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares | 2.138.775 | -2,98 | 44.978 | -3,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16.932 | -1,62 | 358 | -3,24 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73.253 | -3,21 | 1.550 | -4,73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39.399 | -66,36 | 834 | -66,93 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11.296 | -2,33 | 239 | -3,63 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19.819 | -3,05 | 419 | -4,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 181.777 | -2,90 | 3.846 | -4,47 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 17.084 | -1,96 | 361 | -3,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20.231 | -53,87 | 428 | -54,61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 22.728 | -1,58 | 481 | -3,23 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 11.083 | -0,85 | 235 | -2,50 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 25.116 | -1,06 | 531 | -2,75 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 12.396 | -20,08 | 262 | -21,32 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10.289 | -5,26 | 218 | -6,87 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 14.950 | -25,44 | 315 | -26,12 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2.943 | -14,84 | 62 | -16,22 | ||||
| 2025-07-16 | 13F | State of Alaska, Department of Revenue | 75.967 | -6,08 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.454 | -41,92 | 73 | -41,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 111.594 | -23,04 | 2.361 | -24,28 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 64.626 | -4,00 | 1.367 | -5,59 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis | 23.131 | -5,44 | 483 | -8,02 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3.530 | -2,75 | 75 | -5,13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 14 | -97,94 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 49.519 | -53,38 | 1.048 | -54,16 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 136.890 | -8,27 | 2.897 | -9,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25.925 | -27,26 | 549 | -25,64 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 588.659 | -2,18 | 12.456 | -3,77 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 170.157 | -0,87 | 3.601 | -2,49 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10.944 | -10,99 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 45.236 | -0,42 | 957 | -2,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.494 | -4,40 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20.427 | -0,40 | 432 | -2,04 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 448.447 | -2,69 | 9.494 | -0,39 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 35.803 | -3,78 | 758 | -5,37 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 10.244 | -23,85 | 217 | -25,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 92.612 | -2,77 | 1.960 | -4,35 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27.429 | -0,18 | 580 | -1,86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 65.592 | -15,64 | 1.388 | -17,05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2.650.816 | -2,57 | 56.091 | -4,15 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Galvin, Gaustad & Stein, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 240 | -26,38 | 5 | -28,57 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 17.629 | -6,24 | 373 | -7,67 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 97 | -4,90 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 324.547 | -8,94 | 6.929 | -9,61 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7.234 | -47,02 | 153 | -47,78 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 24.465 | -6,04 | 518 | -7,68 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 63.821 | -0,50 | 1.350 | -2,10 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 88.535 | -0,01 | 1.873 | -1,63 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33.503 | -45,10 | 709 | -46,08 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19.260 | -4,04 | 408 | -5,57 | ||||
| 2025-05-06 | 13F | Kathleen S. Wright Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 578 | -0,52 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 177.149 | -31,67 | 3.748 | -32,78 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32.829 | -15,49 | 695 | -16,89 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43.047 | -0,60 | 911 | -2,26 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19.269 | -51,21 | 408 | -52,06 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 |
