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 | Burney Co/ | 13.969 | -28,99 | 1.240 | -24,08 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5.137 | -1,98 | 456 | 4,60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6.469 | -0,86 | 537 | -9,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.310 | -14,22 | 205 | -8,07 | ||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 22.163 | -2,12 | 2.010 | 6,92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2.648 | -16,23 | 235 | -10,31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7.632 | -1,56 | 677 | 5,29 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16.394 | -26,65 | 1.455 | -21,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.601 | -0,12 | 231 | 6,48 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | -75,50 | 26 | -74,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3.652 | -0,79 | 324 | 6,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.799 | -96,03 | 1.136 | -95,76 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38.452 | -38,21 | 3.413 | -33,93 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4.093 | -98,44 | 363 | -98,34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120.797 | -47,37 | 10.721 | -43,72 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18.824 | -0,27 | 1.671 | 6,64 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5.998 | -4,22 | 532 | 2,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.280 | -0,02 | 1.179 | 6,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80.534 | -35,81 | 7.147 | -31,36 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271.280 | -24,70 | 24.076 | -19,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59.895 | -47,43 | 5.316 | -43,80 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | -13,33 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3.375 | -10,19 | 300 | -3,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716.965 | -1,77 | 63.631 | 5,03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | -63,65 | 79 | -61,39 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1.835 | -38,77 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16.514 | -8,19 | 1.466 | -1,81 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8.028 | -60,49 | 713 | -57,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.310 | -45,44 | 919 | -41,39 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.806 | -18,40 | 897 | -25,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.968 | -29,94 | 885 | -28,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.761 | -4,71 | 334 | 5,05 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 24.075 | -8,03 | 2.137 | -1,66 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2.265 | -9,15 | 201 | -2,43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28.870 | -5,62 | 2.562 | 0,95 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4.030 | -7,53 | 358 | -1,11 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.044 | -7,05 | 891 | -0,56 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20.060 | -4,94 | 1.780 | 1,66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14.780 | -7,42 | 1.312 | -1,06 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3.103 | -26,68 | 275 | -21,65 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4.909 | -8,69 | 436 | -2,47 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2.673 | -1,07 | 237 | 5,80 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38.097 | -6,85 | 3.381 | -0,38 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12.936 | -9,15 | 1.148 | -2,79 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4.981 | -14,80 | 442 | -8,87 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5.448 | -1,80 | 484 | 5,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7.030 | -2,86 | 1 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62.246 | -2,73 | 5.524 | 4,01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | -59,62 | 11 | -57,69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19.501 | -33,11 | 1.731 | -28,48 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.871 | -0,55 | 432 | 6,40 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12.547 | -1,17 | 1.114 | 5,70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.392 | -19,35 | 390 | -13,94 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26.599 | -4,30 | 2.361 | 2,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81.009 | -3,76 | 7.190 | 2,91 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | -27,60 | 70 | -23,33 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7.064 | -2,50 | 627 | 4,16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55.051 | -4,90 | 4.886 | 1,69 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10.930 | -24,95 | 970 | -19,70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11.136 | -1,43 | 988 | 10,76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.162 | -13,13 | 547 | -7,46 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2.354 | -11,24 | 209 | -5,45 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174.467 | -8,81 | 14.481 | -16,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141.086 | -23,82 | 12.521 | -18,54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2.286 | -7,64 | 203 | -1,46 | ||||
| 2025-07-14 | 13F | Friday Financial | 12.385 | -8,83 | 1.099 | -4,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10.489 | -0,16 | 931 | 6,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5.486 | -1,79 | 487 | 4,97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6.109 | -41,93 | 542 | -37,92 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43.516 | -5,10 | 3.862 | 1,50 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3.708 | -0,30 | 329 | 6,82 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2.438 | -19,59 | 218 | -13,89 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9.816 | -1,54 | 871 | 5,32 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17.629 | -3,93 | 1.565 | 2,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.790 | -0,06 | 159 | 6,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.604 | -25,87 | 320 | -20,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16.265 | -3,35 | 1.443 | 4,34 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243.460 | -6,73 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.845 | -2,17 | 607 | 4,66 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21.162 | -0,48 | 1.878 | 6,46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9.329 | -10,95 | 828 | -4,83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7.975 | -32,10 | 708 | -27,41 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 61.230 | -97,64 | 5.434 | -97,47 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21.447 | -16,17 | 1.903 | -10,36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21.288 | -5,63 | 1.889 | 0,91 | ||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124.072 | -37,34 | 11.011 | -33,00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32.051 | -14,88 | 2.845 | -8,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8.080 | -12,02 | 717 | -5,91 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18.007 | -3,53 | 1.495 | -11,39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.659 | -48,63 | 429 | -41,85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15.878 | -3,28 | 1.409 | 3,45 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | -72,89 | 16 | -71,43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.154 | -89,25 | 191 | -88,51 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2.989 | -3,55 | 265 | 3,11 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18.571 | -1,96 | 1.648 | 4,83 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17.732 | -4,59 | 1.574 | 2,01 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8.915 | -10,37 | 791 | -4,12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4.735 | -6,88 | 420 | -0,47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4.032 | -10,68 | 358 | -4,55 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5.153 | -22,02 | 457 | -16,61 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222.368 | -0,75 | 19.735 | 6,13 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5.015 | -5,29 | 445 | 1,37 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54.440 | -2,43 | 4.832 | 4,34 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38.500 | -6,56 | 3.417 | -0,12 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | -25,00 | 3 | -33,33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.650 | -10,71 | 768 | -4,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130.792 | -4,78 | 11.592 | 2,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | LTG Capital LLC | 14.650 | -5,40 | 1.300 | 1,17 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2.823 | -83,44 | 251 | -82,32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5.621 | -2,26 | 499 | 4,40 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.549 | -4,11 | 492 | 2,50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3.366 | -21,78 | 299 | -16,53 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32.275 | -4,74 | 2.865 | 1,92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32.253 | -3,07 | 2.863 | 3,66 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2.586 | -31,31 | 230 | -26,60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 3.175 | -1,37 | 282 | 5,24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2.442 | -41,06 | 217 | -37,03 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6.039 | -1,55 | 536 | 5,11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50.382 | -4,71 | 4.471 | 1,89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33.487 | -9,94 | 2.972 | -3,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8.524 | -3,14 | 757 | 3,56 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124.227 | -38,28 | 11.025 | -34,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14.042 | -0,47 | 1.246 | 6,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17.328 | -3,49 | 1.538 | 3,15 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10.255 | -0,44 | 910 | 6,56 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2.219 | -68,18 | 204 | -63,96 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31.228 | -96,98 | 2.771 | -96,78 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45.591 | -4,01 | 4.143 | 5,10 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104.136 | -1,56 | 9.242 | 5,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8.528 | -0,16 | 757 | 6,78 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7.386 | -44,77 | 656 | -40,94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52.054 | -3,67 | 4.620 | 2,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.931 | -2,37 | 260 | 4,42 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | -34,11 | 13 | -29,41 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6.158 | -0,32 | 547 | 6,64 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26.568 | -0,70 | 2.358 | 6,17 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3.284 | -22,42 | 291 | -17,09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2.418 | -60,73 | 215 | -58,12 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2.660 | -40,37 | 236 | -36,22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191.830 | -17,85 | 17.025 | -12,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59.265 | -18,10 | 5.260 | -12,44 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45.259 | -13,88 | 4.017 | -7,91 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 14.492 | -20,51 | 1.286 | -15,00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10.908 | -2,40 | 968 | 4,42 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4.465 | -10,79 | 397 | -4,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107.602 | -9,85 | 9.550 | -3,60 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14.180 | -1,21 | 1.258 | 5,63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.709 | -10,44 | 418 | -4,36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16.517 | -18,82 | 1.489 | -9,04 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9.519 | -5,70 | 845 | 0,84 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 79.176 | -6,81 | 7.027 | -0,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | -14,74 | 12 | -8,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50.663 | -1,50 | 4.496 | 5,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.598 | -11,54 | 6 | -16,67 | ||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7.394 | -0,67 | 656 | 6,32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23.117 | -3,52 | 2.052 | 3,17 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | -37,50 | 1 | -100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5.035 | -0,22 | 447 | 6,70 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96.775 | -7,22 | 8.589 | -0,80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7.994 | -0,34 | 709 | 6,62 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19.834 | -0,81 | 1.760 | 6,09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5.858 | -0,78 | 520 | 5,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27.770 | -18,22 | 2.465 | -12,56 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18.118 | -1,25 | 1.608 | 5,58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30.162 | -15,09 | 2.677 | -9,23 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 |
