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 | Obermeyer Wood Investment Counsel, Lllp | 104.242 | -83,77 | 4.441 | -83,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 12.454 | -28,74 | 531 | -25,56 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12.476 | -0,80 | 531 | 3,71 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13.026 | -22,40 | 555 | -19,01 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 114.784 | -7,55 | 4.890 | -3,38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.912.132 | -1,36 | 209.257 | 3,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 126 | -73,97 | 5 | -73,68 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | Sentinel Trust Co Lba | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 340.424 | -11,37 | 14.502 | -7,37 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16.733 | -36,16 | 713 | -33,33 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 6.196 | -3,17 | 264 | 1,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42.122 | -1,46 | 1.794 | 2,99 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 26.905 | -1,54 | 1.146 | 14,03 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15.185 | -3,76 | 647 | 0,47 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 345.381 | -0,94 | 14.713 | 15,84 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 63.097 | -3,86 | 2.688 | 0,45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 74.290 | -0,77 | 3.165 | 3,70 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 846.296 | -8,63 | 36.052 | -4,50 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16.819 | -94,13 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 5.255 | -87,59 | 224 | -87,08 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25.971 | -0,51 | 1.106 | 4,05 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39.504 | -2,59 | 1.683 | 1,75 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15.642 | -1,98 | 666 | 2,46 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11.708 | -36,00 | 499 | -33,15 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 53.776 | -4,64 | 2.291 | -0,35 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 26.627 | -47,26 | 1.134 | 56.600,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34.202 | -8,56 | 1.457 | -4,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134.538 | -4,36 | 5.731 | -0,03 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34.407 | -9,01 | 1.466 | -4,93 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59.530 | -3,76 | 2.536 | 0,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.115.831 | -27,72 | 132.734 | -24,45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40.549 | -15,87 | 1.728 | -12,07 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6.110 | -38,13 | 260 | -35,32 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 50.696 | -6,09 | 2.160 | 7,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8.515 | -46,09 | 363 | -43,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 388.278 | -76,21 | 16.541 | -75,14 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 27.465 | -8,35 | 1.170 | -4,18 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 26.878 | -22,12 | 1.145 | -18,56 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 325.882 | -4,19 | 13.883 | 0,13 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7.270 | -8,48 | 310 | -4,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638.483 | -60,98 | 27 | -59,09 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41.850 | -3,06 | 1.783 | 1,31 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 28.276 | -0,01 | 1.205 | 4,51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 104.043 | -9,56 | 4.432 | -5,48 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 538.532 | -34,28 | 22.941 | -31,31 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11.890 | -26,95 | 506 | -23,68 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63.812 | -44,58 | 2.718 | -42,27 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 9.783 | -5,09 | 417 | -0,95 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 30.503 | -6,38 | 1.299 | -2,18 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 73.047 | -15,74 | 3.115 | -11,96 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 369.070 | -6,70 | 15.722 | -2,49 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 15.358 | -14,15 | 654 | -10,29 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Counterweight Ventures, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 57.920 | -0,47 | 2.467 | 4,05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10.924 | -7,27 | 465 | -3,12 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9.381 | -49,12 | 400 | -46,87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.034.429 | -0,67 | 44.067 | 3,81 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283.107 | -6,88 | 12.060 | -2,68 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 15.742 | -13,82 | 671 | -9,95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.190 | -12,76 | 51 | -9,09 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 94.265 | -17,10 | 4.016 | -13,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.241.772 | -13,27 | 52.900 | -9,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 671.356 | -63,64 | 28.600 | -62,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 24.447 | -0,46 | 1.033 | 4,77 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163.036 | -34,76 | 6.945 | -31,82 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 48.873 | -2,46 | 2.082 | 1,91 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 18.382 | -77,24 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11.143 | -26,86 | 482 | -22,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37.102 | -14,82 | 1.581 | -10,99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14.398 | -2,09 | 613 | 2,34 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73.163 | -4,53 | 3.122 | -0,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 28.448 | -4,72 | 1.212 | -0,41 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 12.900 | -56,47 | 550 | -54,55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30.106 | -2,95 | 1.283 | 1,42 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46.125 | -34,46 | 1.965 | -31,52 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121.394 | -2,44 | 5.171 | 1,97 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3.725 | -34,05 | 159 | -35,77 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13.335 | -65,71 | 568 | -64,14 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11.915 | -15,21 | 535 | -6,47 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8.766 | -4,26 | 373 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 50.112 | -28,74 | 2.135 | -25,54 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7.149 | -0,86 | 305 | 3,75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13.392 | -23,89 | 570 | -20,50 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251.700 | -8,08 | 10.722 | -3,93 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7.863 | -14,23 | 335 | -10,46 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19.244 | -2,24 | 820 | 2,12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3.810 | -62,66 | 162 | -60,96 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 346.251 | -7,96 | 14.750 | -3,81 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 107.025 | -2,31 | 4.559 | 2,11 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6.276 | -0,22 | 267 | 4,30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10.370 | -0,58 | 442 | 3,76 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10.148 | -64,53 | 432 | -62,79 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9.604 | -18,73 | 409 | -14,97 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2.804 | -4,88 | 119 | -0,83 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7.168 | -99,58 | 305 | -99,56 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 150.448 | -17,00 | 6.409 | -13,25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4.668 | -2,99 | 199 | 1,02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12.462 | -7,71 | 542 | -1,45 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 11.045 | -6,20 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 154.041 | -47,90 | 6.562 | -45,55 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 800 | -11,11 | 34 | -5,56 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4.904 | -42,45 | 209 | -40,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11.326 | -0,59 | 482 | 3,88 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 79.298 | -88,16 | 3.378 | -87,63 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35.377 | -7,26 | 1.507 | -3,02 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 7.037 | -0,79 | 300 | 3,46 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 161.383 | -1,42 | 7.193 | 11,76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15.271 | -5,55 | 651 | -1,37 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 34.654 | -43,91 | 1.476 | -41,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7.915 | -30,28 | 346 | -19,01 | ||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5.155 | -1,96 | 220 | 2,34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 62.277 | -76,57 | 2.653 | -75,51 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 325.297 | -24,74 | 13.858 | -21,35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8.065 | -10,25 | 344 | -6,28 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28.576 | -0,49 | 1.217 | 4,02 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 69.010 | -11,59 | 3 | -33,33 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6.406 | -3,25 | 273 | 1,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58.809 | -9,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 9.552 | -5,59 | 407 | -1,46 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5.266 | -0,90 | 224 | 3,70 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3.195 | -68,07 | 136 | -66,58 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 16.635 | -15,26 | 709 | -11,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10.767 | -0,37 | 459 | 4,09 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12.337 | -18,70 | 526 | -15,05 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Braun-Bostich & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 43.323 | -0,34 | 1.846 | 4,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347.090 | -2,60 | 14.786 | 1,80 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 39.805 | -1,33 | 1.696 | 3,10 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 81.029 | -14,74 | 3.452 | -10,90 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 8.240 | -3,21 | 351 | 1,45 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13.704 | -28,81 | 584 | -25,64 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2.543 | -0,74 | 108 | 3,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | -85,52 | 26 | -84,80 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 124.796 | -3,78 | 5.316 | 0,57 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579.615 | -26,05 | 25.549 | -20,02 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9.613 | -1,03 | 410 | 3,54 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 186.840 | -6,66 | 7.959 | -2,44 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1.201 | -79,92 | 51 | -79,01 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 4.691 | -9,68 | 207 | -2,37 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 85.254 | -3,77 | 3.632 | 0,55 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 439.917 | -6,58 | 18.740 | -2,36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | -95,81 | 21 | -95,68 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144.186 | -31,10 | 6.142 | -28,00 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 91.076 | -9,31 | 3.880 | -5,23 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 49.900 | -14,55 | 2.126 | -10,71 | |||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 26.789 | -4,93 | 1.141 | -0,61 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4.911 | -1,50 | 209 | 2,96 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 14.266 | -5,64 | 608 | -1,46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.675 | -2,37 | 327 | 1,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 44.327 | -23,10 | 1.889 | -19,66 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 147.548 | -0,01 | 6.286 | 4,51 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 815.062 | -22,69 | 34.722 | -19,20 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 71.061 | -6,97 | 3.027 | -2,76 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 24.819 | -17,46 | 1.057 | -21,70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12.175 | -6,83 | 519 | -2,63 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 27.681 | -9,73 | 1.179 | -14,38 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5.307 | -7,64 | 234 | 8,37 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19.552 | -3,18 | 833 | 1,09 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1.822 | -23,48 | 78 | -20,62 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 23.178 | -23,17 | 987 | -19,69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.436 | -5,00 | 317 | -0,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11.616 | -16,60 | 495 | -12,87 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 12.558 | -0,09 | 512 | -9,40 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 366 | -23,59 | 16 | -21,05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8.549 | -21,96 | 364 | -18,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58.616 | -10,11 | 2.497 | -6,02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24.313 | -1,58 | 1.036 | 2,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 38.683 | -2,34 | 1.648 | 2,04 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 6.229 | -7,43 | 265 | -3,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 71.995 | -3,20 | 3.067 | 1,15 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Power Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 46.726 | -6,48 | 1.991 | -2,26 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 57.206 | -29,39 | 2.437 | -26,23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 184.467 | -1,91 | 7.858 | 2,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29.367 | -10,58 | 1.251 | -6,50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10.643 | -0,52 | 453 | 3,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 9.252 | -6,79 | 394 | -2,48 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 187.618 | -8,81 | 7.993 | -4,69 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.608 | -35,40 | 282 | -36,14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 76.590 | -7,97 | 3.303 | -2,62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6.092 | -2,67 | 260 | 1,57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 31.174 | -46,72 | 1.328 | -44,30 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 10.504 | -0,07 | 447 | 4,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 202.526 | -2,36 | 8.628 | 2,05 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9.984 | -19,28 | 425 | -15,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 24.202 | -13,04 | 1.031 | -9,08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37.260 | -2,70 | 1.519 | -11,74 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 13.837 | -1,08 | 589 | 3,33 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5.777 | -27,79 | 246 | -24,54 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8.980 | -5,97 | 383 | -1,80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 5.477 | -96,88 | 233 | -96,74 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 309.319 | -26,22 | 13.177 | -22,90 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 843.519 | -0,52 | 35.934 | 3,97 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10.907 | -4,98 | 465 | -0,64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6.432 | -0,79 | 274 | 3,79 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 22.933 | -52,73 | 977 | -50,63 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2.388 | -13,45 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15.345 | -1,03 | 654 | 3,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 494.130 | -7,29 | 21.050 | -3,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108.451 | -5,79 | 4.620 | -1,53 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15.040 | -0,31 | 663 | 20,58 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8.351 | -74,46 | 356 | -73,35 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 41.391 | -36,30 | 1.763 | -33,42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2.895 | -70,28 | 123 | -69,02 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 70.893 | -4,34 | 3.020 | 0,00 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 9.601 | -24,43 | 409 | -20,89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 42.470 | -0,28 | 1.809 | 4,27 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 60.508 | -7,98 | 2.578 | -3,84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5.828 | -8,29 | 248 | -4,25 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 275.695 | -9,11 | 11.745 | -13,81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 74.496 | -10,05 | 3.174 | -5,99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 115.930 | -0,40 | 4.939 | 4,09 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 29.656 | -0,77 | 1.263 | 3,69 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 36.474 | -10,22 | 1.554 | -6,16 | ||||
| 2025-08-18 | 13F | 1248 Management, LLC | 112.677 | -24,76 | 4.800 | -28,36 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 8.154 | -14,51 | 347 | -10,57 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 58.436 | -45,11 | 2.489 | -42,64 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4.451 | -0,49 | 190 | 3,85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9.370 | -8,14 | 399 | -3,86 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 18.539 | -26,38 | 790 | -23,10 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 17.114 | -0,81 | 729 | 3,70 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 3.144 | -11,83 | 134 | -8,28 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.129 | -27,05 | 435 | -23,01 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | CALIFORNIA FIRST LEASING Corp | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 180.530 | -2,61 | 7 | -12,50 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 176.079 | -24,35 | 7.177 | -31,36 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 8.043 | -9,96 | 343 | -6,04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5.302 | -47,66 | 226 | -45,39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.265 | -0,98 | 224 | 3,70 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46.614 | -11,28 | 1.986 | -7,29 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 6.292 | -10,54 | 268 | -6,29 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6.190 | -37,56 | 252 | -43,37 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 39.430 | -9,71 | 1.680 | -5,67 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5.340 | -0,19 | 227 | 4,13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16.157 | -4,29 | 688 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 402.331 | -47,82 | 17.139 | -45,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.289 | -2,58 | 409 | 9,97 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5.485 | -1,54 | 224 | -10,80 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 150.588 | -0,61 | 6.415 | 3,89 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 18.724 | -7,89 | 798 | -3,74 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 30.561 | -8,29 | 1.302 | -4,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 16 | -88,15 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 42.684 | -17,99 | 1.818 | -7,48 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.633 | -7,01 | 368 | -2,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 35.732 | -27,57 | 1.522 | -24,28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10.990 | -14,81 | 468 | -10,86 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 61.270 | -52,46 | 2.610 | -50,30 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7.384 | -21,13 | 315 | -17,80 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | -96,88 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1.695 | -92,11 | 72 | -91,78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22.807 | -80,76 | 972 | -82,08 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 56.379 | -1,61 | 2.402 | 2,83 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 20.374 | -8,07 | 905 | 0,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.741 | -91,91 | 74 | -91,56 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 48.415 | -5,43 | 2.062 | -1,15 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 254.892 | -7,41 | 10.858 | -3,24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 50.832 | -4,31 | 2.165 | 0,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 179.846 | -21,98 | 7.661 | -18,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 76.077 | -0,10 | 3.383 | 12,02 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.814 | -11,90 | 77 | -7,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.772.069 | -20,49 | 160.713 | -16,89 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 213.016 | -18,76 | 9.074 | -15,09 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 179.848 | -4,97 | 7.662 | -0,67 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12.586 | -1,87 | 536 | 2,68 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27.876 | -0,20 | 1.188 | 4,31 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 74.690 | -1,98 | 3.182 | 2,45 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 44.433 | -15,13 | 1.893 | -11,30 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 54.408 | -4,05 | 2.318 | 0,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12.634 | -1,33 | 538 | 3,26 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 63.092 | -0,76 | 2.688 | 3,71 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 37.506 | -15,39 | 1.598 | -11,57 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 49.486 | -18,37 | 2.108 | -14,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89.451 | -4,32 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21.241 | -3,92 | 905 | 0,33 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 12.667 | -0,98 | 540 | 3,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 399 | -19,88 | 17 | -15,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 47.048 | -19,19 | 2.004 | -15,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.276.296 | -47,65 | 54.370 | -45,29 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 40.583 | -9,10 | 1.729 | -5,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.167 | -4,58 | 48 | -12,96 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 30.015 | -7,50 | 1.279 | -3,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6.516 | -98,70 | 278 | -98,64 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 635.762 | -12,23 | 27.083 | -8,27 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 4.735 | -74,80 | 202 | -73,73 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13.731 | -0,65 | 585 | 3,73 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6.191 | -11,04 | 264 | -7,07 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 18.448 | -3,09 | 786 | 1,29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52.065 | -37,23 | 2.218 | -34,40 | ||||
| 2025-05-13 | 13F | Elevatus Welath Management | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 27.403 | -39,84 | 1.167 | -37,12 | ||||
| 2025-05-14 | 13F | Stelac Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 13.637 | -2,57 | 1 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 126.845 | -14,48 | 5.404 | -10,62 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 31.452 | -3,00 | 1.340 | 1,36 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2.197 | -6,67 | 96 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7.986 | -14,62 | 340 | -10,76 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 20.009 | -0,54 | 852 | 4,03 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 57.304 | -97,52 | 2.441 | -97,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 53.292 | -27,09 | 2.270 | -23,80 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 86.449 | -85,66 | 3.733 | -84,86 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14.985 | -80,70 | 638 | -79,84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52.988 | -3,80 | 2.257 | 0,53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13.764 | -22,08 | 1 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 74.467 | -1,30 | 3.172 | 3,15 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 56.325 | -4,34 | 2.399 | 0,00 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6.002 | -15,37 | 256 | -11,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.858.713 | -5,23 | 121.781 | -0,95 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Sunpointe, LLC | 6.684 | -70,10 | 285 | -68,83 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 52.512 | -18,00 | 2.237 | -14,30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29.676 | -49,36 | 1.264 | -51,98 | ||||
| 2025-05-15 | 13F | Beck Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5.543 | -4,48 | 236 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22.478 | -51,49 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 25 | -99,34 | 1 | -99,35 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 38.017 | -2,96 | 1.620 | 1,44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12.315 | -34,69 | 525 | -31,77 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 8.936 | -18,84 | 381 | -15,18 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Absolute Gestao de Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 57.021 | -28,33 | 2.429 | -25,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 29.360 | -42,71 | 1.251 | -40,13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 6.693 | -94,12 | 285 | -93,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 596.772 | -46,44 | 25.423 | -44,02 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 38.042 | -11,64 | 1.621 | -7,64 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 41.786 | -0,39 | 1.780 | 4,10 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 75.296 | -27,51 | 3.208 | -24,24 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 107.209 | -4,60 | 4.567 | -0,28 |
