Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33.383 | -3,81 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 35.430 | -2,21 | 2.525 | 5,04 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17.875 | -41,38 | 1.274 | -37,04 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3.238 | -54,80 | 231 | -51,58 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10.457 | -2,67 | 745 | 4,63 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 328 | -71,23 | 23 | -69,33 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2.324 | -57,47 | 166 | -54,42 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 4.193 | -0,29 | 299 | 7,19 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6.947 | -1,10 | 495 | 6,45 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 18.717 | -14,06 | 1.242 | -14,94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.559 | -31,62 | 1.608 | -25,81 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3.127 | -1,70 | 223 | 5,21 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3.074 | -10,98 | 219 | -4,37 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3.966 | -26,23 | 283 | -20,79 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 31.207 | -1,16 | 2.224 | 6,16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 465.181 | -3,91 | 33.149 | 3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 228.220 | -0,49 | 16.263 | 5,78 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46.236 | -12,40 | 3.295 | -5,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.015 | -33,63 | 215 | -28,90 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 91.138 | -42,02 | 6.497 | -37,65 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3.097 | -42,06 | 221 | -37,85 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 97.041 | -5,66 | 6.915 | 1,35 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 24.331 | -0,08 | 1.710 | 11,47 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 207.432 | -0,83 | 14.782 | 6,53 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 15.665 | -1,09 | 1.116 | 6,29 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1.407.188 | -1,45 | 100.276 | 5,86 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24.105 | -12,21 | 1.718 | -5,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10.429 | -16,57 | 743 | -10,37 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 65.712 | -0,92 | 4.683 | 6,43 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14.625 | -15,69 | 1.042 | -9,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 420.646 | -3,65 | 29.975 | 3,49 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 65.065 | -11,34 | 4.637 | -4,77 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11.834 | -40,81 | 838 | -36,35 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.740 | -14,61 | 338 | -8,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 7.531 | -78,23 | 537 | -76,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60.879 | -26,17 | 4.338 | -20,84 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 36.520 | -3,21 | 2.602 | 3,96 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12.277 | -2,22 | 875 | 5,05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.548 | -25,57 | 253 | -20,25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46.053 | -3,38 | 3.282 | 3,76 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 36.931 | -17,21 | 2.632 | -11,08 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 150.962 | -0,28 | 10.758 | 7,12 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 46.250 | -0,01 | 3.296 | 7,40 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 10.001 | -18,70 | 713 | -12,75 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 700 | -84,81 | 49 | -83,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.638 | -21,56 | 473 | -15,69 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7.435 | -2,66 | 530 | 4,55 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 156.118 | -0,32 | 11.125 | 7,07 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 198.875 | -55,46 | 14.231 | -51,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 325.096 | -1,01 | 23.166 | 6,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 250 | -29,97 | 18 | -26,09 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 93.206 | -7,79 | 6.642 | -1,98 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11.175 | -49,04 | 800 | -42,07 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 29.919 | -6,74 | 2.144 | 1,28 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 138.302 | -9,72 | 9.855 | -3,03 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 9.569 | -5,13 | 682 | 1,79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39.096 | -45,61 | 2.786 | -41,57 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 295.834 | -2,40 | 21.081 | 4,84 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 10.284 | -49,07 | 733 | -45,33 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3.563 | -0,06 | 254 | 7,20 | ||||
| 2025-07-16 | 13F | Novem Group | 3.855 | -31,72 | 275 | -26,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 218.855 | -1,50 | 15.596 | 5,80 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 12.699 | -0,18 | 906 | 7,47 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 507.230 | -4,86 | 36.145 | 2,19 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24.945 | -3,82 | 1.778 | 3,31 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 106.025 | -35,51 | 7.555 | -30,73 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 102.787 | -2,28 | 7.325 | 4,97 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 7.808 | -0,80 | 556 | 6,51 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6.230 | -1,97 | 453 | 7,36 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 201.653 | -13,18 | 14 | -6,67 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3.094 | -2,31 | 220 | 4,76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 375.908 | -19,78 | 26.787 | -13,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67.793 | -5,78 | 4.831 | 1,19 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 532.920 | -2,22 | 37.976 | 5,04 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 14.805 | -1,14 | 1.055 | 6,24 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5.815 | -80,84 | 414 | -79,43 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Collier Financial | 60.380 | -62,72 | 4.006 | -63,11 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4.721 | -1,75 | 336 | 5,66 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 132.133 | -17,43 | 9.416 | -11,31 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 171.006 | -82,79 | 12.186 | -81,52 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3.137 | -32,68 | 224 | -27,83 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6.589 | -4,12 | 470 | 3,99 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 192 | -23,51 | 14 | -18,75 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 752.029 | -0,64 | 53.590 | 6,72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 16.496 | -39,51 | 1.176 | -35,05 | ||||
| 2025-05-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 5.195 | -8,84 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 32.184 | -11,08 | 2.293 | -4,50 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 127.435 | -42,38 | 9.081 | -38,11 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55.705 | -41,55 | 3.970 | -37,22 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 53.027 | -1,08 | 3.779 | 6,24 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 9.546 | -0,76 | 633 | -1,71 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4.458 | -3,78 | 318 | 3,26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2.343 | -23,68 | 167 | -18,23 | ||||
| 2025-04-21 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.517 | -8,03 | 251 | -1,19 | ||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 5.844 | -11,53 | 416 | -5,02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 57.408 | -10,94 | 4.091 | -4,35 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18.780 | -15,02 | 1.338 | -8,73 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 40.364 | -76,56 | 3 | -81,82 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5.886 | -1,29 | 419 | 6,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12.430 | -20,50 | 1 | -100,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Rocky Mountain Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 143.503 | -2,88 | 10.226 | 4,33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17.524 | -8,43 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 17.560 | -3,42 | 1.251 | 3,73 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 69.776 | -9,87 | 4.972 | -3,17 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 9.276 | -4,43 | 661 | 2,64 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 91.084 | -2,17 | 6.491 | 5,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6.166 | -6,97 | 439 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1.146 | -17,08 | 82 | -10,99 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6.160 | -66,47 | 439 | -64,04 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2.079 | -58,32 | 0 | |||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4.339 | -17,27 | 309 | -10,95 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 259.665 | -0,38 | 18.504 | 7,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.461.240 | -2,35 | 538.030 | 6,15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65.016 | -4,27 | 4.633 | 2,84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 71.948 | -0,94 | 4.773 | -1,95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 213.726 | -1,65 | 15.230 | 5,65 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 28.063 | -3,97 | 2.000 | 3,15 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13.141 | -94,30 | 936 | -93,88 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 17.985 | -2,04 | 1.282 | 5,26 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 9.215 | -48,37 | 657 | -44,59 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 108.212 | -6,78 | 7.711 | 0,14 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 126.418 | -4,41 | 9.009 | 2,68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 8.336 | -1,77 | 594 | 5,69 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4.303 | -6,33 | 307 | 0,99 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 109.651 | -1,63 | 7.253 | -6,73 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7.426 | -3,22 | 529 | 3,93 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 120.350 | -29,18 | 8.576 | -23,92 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 57.505 | -8,46 | 4.098 | -1,68 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6.758 | -0,04 | 482 | 7,37 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 22.833 | -1,59 | 1.627 | 5,72 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 71.787 | -8,81 | 5.116 | -2,05 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 25.143 | -24,77 | 1.792 | -19,22 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 67.660 | -4,52 | 4.821 | 2,55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 230.707 | -23,65 | 16.440 | -17,98 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 82.515 | -8,95 | 5.880 | -2,20 | ||||
| 2025-04-30 | 13F | Aspen Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22.701 | -8,42 | 1.618 | -1,64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6.165 | -6,31 | 439 | 0,69 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 20.446 | -67,03 | 1.457 | -64,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.159.039 | -5,79 | 82.593 | 1,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6.701 | -1,25 | 477 | 6,00 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.250.785 | -2,22 | 302.911 | 5,03 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 3.024 | -94,71 | 215 | -94,33 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 102 | -95,57 | 7 | -95,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6.795 | -9,94 | 484 | -3,20 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 229.618 | -3,17 | 16.363 | 4,01 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 43.648 | -4,16 | 3.110 | 2,95 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 35.244 | -33,32 | 2.512 | -28,38 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28.367 | -0,61 | 2.021 | 6,76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 8.710 | -10,64 | 622 | -3,72 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 62 | -94,10 | 4 | -94,20 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 227 | -24,08 | 16 | -15,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 65.283 | -1,20 | 4.652 | 6,14 | ||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Hardy Reed LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 44.721 | -11,85 | 3.187 | -5,32 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10.131 | -8,22 | 722 | -1,50 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 803.063 | -27,26 | 57.226 | -21,86 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 752 | -1,70 | 54 | 6,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12.287 | -6,70 | 881 | 0,69 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4.792 | -1,11 | 341 | 6,23 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 12.237 | -5,24 | 1 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13.971 | -1,23 | 996 | 6,08 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7.072 | -0,41 | 504 | 6,79 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8.983 | -0,56 | 640 | 6,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.642 | -4,85 | 1.043 | 2,25 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4.095 | -16,67 | 292 | -10,46 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6.004 | -12,39 | 428 | -6,97 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15.728 | -0,51 | 1.121 | 6,87 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 11.366 | -0,21 | 810 | 7,15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10.087 | -6,39 | 719 | 0,56 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.275.063 | -17,12 | 91 | -11,76 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3.323 | -7,10 | 237 | -0,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 36.353 | -1,40 | 2.591 | 5,93 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 9.461 | -0,24 | 674 | 7,15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 642 | -99,73 | 46 | -99,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 22.476 | -3,48 | 1.602 | 3,69 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 278.118 | -30,13 | 19.819 | -24,95 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8.653 | -5,42 | 617 | 1,65 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11.477 | -11,92 | 818 | -5,44 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7.219 | -4,57 | 514 | 2,59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12.287 | -6,70 | 876 | 0,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 78.120 | -2,82 | 5.571 | 4,52 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 30.223 | -20,52 | 2.154 | -14,63 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 11.008 | -1,41 | 784 | 5,95 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 21.985 | -4,07 | 1.445 | -5,99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 28.829 | -0,49 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8.253 | -2,48 | 588 | 4,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 109.242 | -0,39 | 7.785 | 7,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 771.432 | -1,54 | 55 | 5,88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23.208 | -0,92 | 1.654 | 6,44 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8.192 | -7,14 | 584 | -0,34 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1.611 | -24,65 | 115 | -19,15 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 94.502 | -0,59 | 6.734 | 6,79 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5.461 | -2,43 | 389 | 4,85 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 531.359 | -24,75 | 37.865 | -19,17 |
