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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Financial Life Advisors | 2.425 | -7,51 | 258 | -6,88 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | BIP Alliance, LLC | 83.457 | -1,59 | 8.875 | -0,90 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 5.297 | -6,79 | 563 | -6,17 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 70.902 | -0,45 | 7.540 | 0,25 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12.911 | -1,90 | 1.373 | -1,22 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4.290 | -27,87 | 456 | -27,39 | ||||
2025-08-04 | 13F | Balentine LLC | 144 | -89,25 | 15 | -89,36 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264.342 | -0,16 | 28.110 | 0,54 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 9.134 | -2,66 | 971 | -1,92 | ||||
2025-08-13 | 13F | Northern Trust Corp | 2.249 | -29,67 | 239 | -29,08 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 1.449 | -36,03 | 154 | -35,56 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2.517 | -31,00 | 268 | -30,39 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66.064 | -38,32 | 7.025 | -37,89 | ||||
2025-07-31 | 13F | GenTrust, LLC | 13.724 | -51,33 | 1.459 | -50,99 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 33.355 | -5,46 | 3.563 | -4,35 | ||||
2025-07-11 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 4.126 | -4,78 | 439 | -4,16 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 300 | -26,65 | 32 | -27,91 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 42.817 | -0,19 | 4.553 | 0,53 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 4.055 | -8,67 | 431 | -8,12 | ||||
2025-08-04 | 13F | One Day In July LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Dravo Bay Llc | 7.448 | -1,68 | 792 | -0,88 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23.933 | -45,00 | 2.545 | -44,61 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 48.712 | -3,38 | 5.180 | -2,69 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 5.330 | -6,65 | 567 | -5,98 | ||||
2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231.557 | -20,36 | 24.608 | -19,86 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 8.212 | -14,91 | 873 | -14,33 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.028 | -0,87 | 535 | 0,56 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 45.056 | -6,10 | 4.791 | -5,45 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3.861 | -9,89 | 411 | -9,29 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 2.419 | -8,16 | 257 | -7,55 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6.101 | -0,62 | 649 | 0,00 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 9.195 | -17,31 | 978 | -16,78 | ||||
2025-08-01 | 13F | First National Trust Co | 11.537 | -7,54 | 1.227 | -6,91 | ||||
2025-05-02 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 29.346 | -32,60 | 3.121 | -32,13 | ||||
2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 15.878 | -4,72 | 1.688 | -4,04 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 116.067 | -3,53 | 12.343 | -2,86 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 4.694 | -2,07 | 499 | -1,38 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 18.168 | -12,62 | 1.932 | -12,03 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4.255 | -8,57 | 452 | -7,94 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9.145 | -9,12 | 972 | -8,47 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2.851 | -56,04 | 304 | -55,49 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 11.117 | -63,79 | 1.182 | -63,54 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.925 | -10,70 | 524 | -10,14 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3.667 | -15,51 | 390 | -15,07 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33.353 | -7,91 | 3.547 | -7,27 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51.092 | -5,35 | 5.433 | -4,68 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51.244 | -0,79 | 5.449 | -0,09 | ||||
2025-05-01 | 13F | Auour Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 14.432 | -4,39 | 1.535 | -3,76 | ||||
2025-05-15 | 13F | First Manhattan Co | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 5.131 | -10,47 | 546 | -9,92 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | U S Global Investors Inc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Baron Financial Group, LLC | 39.210 | -1,67 | 4.170 | -0,97 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 2.672 | -0,04 | 284 | 0,71 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3.748 | -0,66 | 399 | 0,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 85.945 | -50,22 | 9.139 | -49,87 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 94.867 | -18,15 | 10 | -16,67 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11.731 | -7,13 | 1.247 | -6,45 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 12.669 | -4,51 | 1.347 | -3,85 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 2.685 | -18,96 | 286 | -18,34 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7.736 | -23,79 | 823 | -23,25 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 18.914 | -2,52 | 2.011 | -1,81 | ||||
2025-07-24 | 13F | Lindenwold Advisors | 43.667 | -1,85 | 4.644 | -1,15 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143.333 | -2,11 | 15.242 | -1,42 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.979 | -34,13 | 1.593 | -33,69 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 33.036 | -3,56 | 3.513 | -2,88 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 4.432 | -24,83 | 471 | -24,28 | ||||
2025-08-12 | 13F | Ade, Llc | 19.723 | -19,32 | 2.097 | -18,75 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 26.576 | -31,68 | 2.826 | -31,19 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 159.994 | -0,25 | 17.014 | 0,45 | ||||
2025-08-07 | 13F | Nwam Llc | 11.850 | -12,58 | 1.260 | -11,95 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68.156 | -0,07 | 7.271 | 1,45 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 5.119 | -50,99 | 544 | -50,64 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.750 | -49,94 | 186 | -49,59 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 7.833 | -5,86 | 833 | -5,13 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 81.975 | -12,39 | 8.717 | -11,78 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.010 | -25,83 | 214 | -25,52 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2.039 | -0,97 | 217 | -0,46 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 5.026 | -5,33 | 534 | -4,64 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46.870 | -14,04 | 4.984 | -13,44 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 7.790 | -6,94 | 828 | -6,33 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | -65,08 | 2 | -66,67 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2.457 | -0,04 | 261 | 0,77 | ||||
2025-05-13 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Life Planning Partners, Inc | 51.484 | -7,79 | 5.475 | -7,14 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33.444 | -2,05 | 3.543 | -2,21 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38.185 | -1,22 | 4.061 | -0,54 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8.728 | -10,80 | 928 | -10,16 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 122 | -84,65 | 13 | -85,54 | ||||
2025-08-12 | 13F | Fca Corp /tx | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 213.359 | -14,62 | 22.689 | -14,02 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 35.345 | -0,22 | 3.759 | 0,48 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 114.320 | -1,99 | 12.157 | -1,31 | ||||
2025-07-17 | 13F | Greenleaf Trust | 74.966 | -28,62 | 7.972 | -28,12 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Toroso Investments, LLC | 31.554 | -1,39 | 3.349 | -0,71 | ||||
2025-06-03 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Clarus Group, Inc. | 9.888 | -0,10 | 1.051 | 0,57 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3.172 | -49,20 | 0 | |||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4.507 | -17,14 | 479 | -16,55 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 2.342 | -51,41 | 249 | -51,08 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 1.985 | -3,97 | 211 | -3,21 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203.146 | -13,87 | 22 | -12,50 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88.566 | -10,20 | 9.418 | -9,57 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13.949 | -7,88 | 1.483 | -7,25 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3.501 | -3,98 | 372 | -3,38 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 11.480 | -8,46 | 1.221 | -7,85 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29.172 | -5,20 | 3.102 | -4,52 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 15.476 | -0,91 | 1.646 | -0,24 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17.914 | -6,93 | 1.905 | -6,30 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.211 | -54,25 | 342 | -53,98 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 27.211 | -4,59 | 2.894 | -3,92 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 41.526 | -10,55 | 4.416 | -9,93 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2.715 | -46,90 | 289 | -46,57 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 46.194 | -2,69 | 4.912 | -2,01 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40.875 | -2,39 | 4.347 | -1,72 | ||||
2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 187 | -22,41 | 20 | -24,00 | ||||
2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12.162 | -0,86 | 1.293 | 0,47 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 2.865 | -1,44 | 305 | -0,65 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 5.551 | -0,32 | 590 | 0,34 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 11.160 | -0,02 | 1.187 | 0,68 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 2.431 | -0,61 | 259 | 0,00 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7.163 | -3,29 | 756 | -3,20 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31.178 | -0,02 | 3.315 | 0,67 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97.864 | -1,02 | 10.407 | -0,34 | ||||
2025-08-01 | 13F | James Investment Research Inc | 31.702 | -0,55 | 3.371 | 0,15 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5.416 | -0,02 | 576 | 0,70 | ||||
2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4.239 | -6,88 | 451 | -6,25 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13.625 | -2,15 | 1.449 | -1,50 | ||||
2025-04-30 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63.216 | -5,14 | 6.722 | -4,48 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 23.970 | -7,05 | 2.549 | -6,39 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23.604 | -10,65 | 2.510 | -10,00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 9.080 | -52,20 | 966 | -51,89 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | -88,39 | 58 | -88,40 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 10.735 | -5,83 | 1.142 | -5,15 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 32.289 | -61,58 | 3.434 | -61,32 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6.193 | -20,34 | 659 | -19,76 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4.710 | -1,88 | 501 | -1,19 | ||||
2025-07-16 | 13F | American National Bank | 13.547 | -5,60 | 1.441 | -4,95 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.818 | -7,12 | 1.469 | -6,49 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 2.437 | -8,45 | 259 | -7,83 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13.625 | -6,27 | 1.449 | -5,61 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135.485 | -3,79 | 14.408 | -3,11 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 157.618 | -70,30 | 16.761 | -70,09 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 19.379 | -13,41 | 2 | 0,00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 46.442 | -0,81 | 4.939 | -0,12 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 170.066 | -13,32 | 18.085 | -12,72 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59.800 | -6,82 | 6.359 | -6,17 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 5.190 | -8,56 | 552 | -8,01 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3.387 | -16,96 | 360 | -16,28 | ||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 2.259 | -2,25 | 240 | -1,23 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 17.239 | -2,53 | 1.833 | -1,82 | ||||
2025-08-14 | 13F | Mariner, LLC | 818.504 | -1,36 | 87.040 | -0,67 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.694 | -1,75 | 286 | -0,69 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5.477 | -9,80 | 582 | -9,20 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 26.540 | -6,12 | 2.822 | -5,46 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 3.824 | -30,42 | 407 | -30,00 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 3.346 | -63,74 | 356 | -63,55 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 123.539 | -0,31 | 13 | 0,00 | ||||
2025-08-13 | 13F | Horiko Capital Management Llc | 32.003 | -25,71 | 3.403 | -25,19 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 6.333 | -0,94 | 673 | -0,30 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10.601 | -4,83 | 1.127 | -4,17 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 25.325 | -7,53 | 2.693 | -6,88 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 1.244.081 | -0,93 | 132.296 | -0,24 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21.211 | -1,96 | 2.255 | -0,88 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 16.138 | -56,95 | 1.716 | -56,64 | ||||
2025-04-16 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Human Investing LLC | 12.973 | -2,30 | 1.380 | -1,64 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 4.074 | -0,22 | 433 | 0,46 | ||||
2025-08-04 | 13F | Spire Wealth Management | 27.672 | -24,75 | 2.943 | -24,23 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40.996 | -7,42 | 4.360 | -6,78 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Zacks Investment Management | 7.154 | -23,31 | 761 | -22,84 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 26.927 | -16,08 | 2.863 | -15,50 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50.813 | -27,04 | 5.403 | -26,53 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 15.748 | -0,18 | 1.675 | 0,54 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 11.840 | -13,77 | 1.259 | -13,11 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3.299 | -46,25 | 351 | -45,99 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 382.221 | -2,87 | 40.645 | -2,19 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 613.408 | -7,71 | 65.230 | -7,07 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 46.004 | -18,16 | 4.892 | -17,57 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21.819 | -21,50 | 2.320 | -20,95 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 3.516 | -6,66 | 374 | -6,05 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Anderson Hoagland & Co | 47.691 | -5,08 | 5.071 | -3,67 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 411.285 | -1,11 | 43.736 | -0,42 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3.000 | -16,60 | 319 | -15,83 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40.422 | -66,18 | 4.298 | -65,95 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 3.854 | -33,34 | 410 | -32,95 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 3.156 | -3,55 | 336 | -2,90 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25.929 | -3,34 | 2.757 | -2,65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11.963 | -9,60 | 1.272 | -8,95 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | First Community Trust Na | 2.671 | -33,57 | 284 | -33,02 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 4.115 | -1,65 | 438 | -0,91 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-09 | 13F | Intrust Bank Na | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 179.410 | -4,04 | 19.078 | -3,37 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 85.213 | -1,47 | 9.062 | -0,78 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26.480 | -4,92 | 2.816 | -4,25 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5.995 | -13,84 | 637 | -13,22 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2.015 | -31,18 | 214 | -30,74 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 108 | -95,11 | 11 | -95,28 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3.886 | -8,82 | 0 | |||||
2025-05-02 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 9.188 | -1,61 | 981 | -0,51 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 117.055 | -2,01 | 12.448 | -1,33 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8.677 | -20,52 | 923 | -19,97 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 85 | -70,59 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 22.325 | -24,19 | 2.374 | -23,64 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 6.097 | -2,04 | 648 | -1,37 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 125.984 | -20,72 | 13.397 | -20,17 | ||||
2025-08-12 | 13F | MAI Capital Management | 24.052 | -1,48 | 2.558 | -0,81 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 3.155 | -0,66 | 336 | 0,00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 3.801 | -1,30 | 404 | -0,49 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 49.097 | -23,60 | 5.221 | -23,06 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 386.297 | -4,15 | 41.079 | -3,48 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.969 | -7,30 | 741 | -6,56 | ||||
2025-07-29 | 13F | Swmg, Llc | 6.028 | -0,48 | 643 | 0,63 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 3.862 | -4,41 | 411 | -3,76 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.024 | -2,81 | 1.916 | -2,04 | ||||
2025-04-15 | 13F | Collier Financial | 1.816 | -3,81 | 192 | -4,02 | ||||
2025-08-14 | 13F | UBS Group AG | 1.130.527 | -10,92 | 120.220 | -10,30 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 5.118 | -30,58 | 1 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 7.202 | -61,33 | 766 | -61,09 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 6.999 | -6,77 | 744 | -6,06 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 3.690 | -12,35 | 0 | |||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22.850 | -20,74 | 2.430 | -20,20 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 155 | -38,49 | 16 | -38,46 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21.237 | -0,31 | 2.258 | 0,40 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-04-14 | 13F | Wesbanco Bank Inc | 0 | -100,00 | 0 | |||||
2025-04-16 | 13F | Rye Brook Capital LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Sutton Place Investors Llc | 2.558 | -0,81 | 272 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 23.462 | -1,64 | 2.495 | -0,95 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 6.416 | -3,01 | 682 | -2,29 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8.932 | -34,97 | 950 | -34,55 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28.246 | -3,35 | 3.004 | -2,69 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 8.204 | -3,66 | 872 | -3,00 | ||||
2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13.935 | -8,79 | 1.482 | -8,18 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 43.025 | -11,32 | 4.575 | -10,70 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 1.881 | -1,16 | 200 | 0,00 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 16.072 | -0,37 | 1.710 | 1,06 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3.605 | -7,54 | 383 | -6,81 | ||||
2025-08-06 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 7.627 | -4,56 | 811 | -3,80 | ||||
2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61.145 | -0,89 | 6.502 | -0,18 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2.894 | -14,10 | 308 | -13,52 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 7.457 | -1,53 | 793 | -0,88 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.149 | -0,60 | 335 | 0,00 | ||||
2025-05-12 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 37.577 | -11,51 | 3.996 | -10,91 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3.504 | -31,75 | 373 | -31,37 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18.457 | -8,33 | 1.963 | -7,71 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 53.303 | -3,29 | 6 | 0,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18.148 | -1,96 | 1.930 | -1,28 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5.954 | -11,70 | 633 | -11,10 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 54 | -37,21 | 6 | -44,44 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 6.956 | -0,93 | 740 | |||||
2025-07-23 | 13F | Slow Capital, Inc. | 125.882 | -26,44 | 13.386 | -25,93 | ||||
2025-05-02 | 13F | Theory Financial Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 2.661 | -13,29 | 283 | -12,96 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 5.166 | -1,62 | 547 | -0,91 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 627.813 | -18,83 | 66.762 | -18,26 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 15.000 | -0,25 | 1.595 | 0,50 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 252 | -70,42 | 27 | -70,79 | ||||
2025-05-14 | 13F | United Bank | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | -1,59 | 86 | -1,16 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1.339 | -64,23 | 142 | -64,05 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 16.003 | -3,17 | 1.702 | -2,52 | ||||
2025-07-11 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Kwmg, Llc | 21.691 | -17,30 | 2.307 | -16,72 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 7.011 | -2,15 | 746 | -1,46 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 6.217 | -1,54 | 661 | -0,75 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 5.411 | -0,97 | 575 | -0,17 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 6.863 | -2,31 | 730 | -1,62 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67.069 | -2,07 | 7.132 | -1,38 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 11.616 | -63,19 | 1.235 | -62,94 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 80.402 | -9,30 | 8.550 | -8,66 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36.201 | -3,42 | 3.850 | -2,75 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2.653 | -0,15 | 282 | 0,71 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157.870 | -18,58 | 16.788 | -18,01 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 21.649 | -11,21 | 2.302 | -10,57 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 16.242 | -2,16 | 1.727 | -1,43 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 47.358 | -6,91 | 5.036 | -6,25 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 67.363 | -2,81 | 7 | 0,00 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 18.227 | -16,62 | 1.938 | -16,03 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 6.689 | -29,94 | 711 | -29,46 | ||||
2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | -45,24 | 5 | -50,00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 36.170 | -6,47 | 3.851 | -5,22 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 16.100 | -11,61 | 1.712 | -10,51 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 21.367 | -0,64 | 2.272 | 0,09 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | BWM Planning, LLC | 7.285 | -0,67 | 775 | 0,00 | ||||
2025-08-08 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32.929 | -0,97 | 3.502 | -0,28 | ||||
2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | -97,44 | 45 | -97,46 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 107.507 | -1,84 | 11.432 | -1,15 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 43.158 | -27,83 | 4.589 | -27,32 | ||||
2025-04-11 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Croban | 4.926 | -12,72 | 524 | -12,25 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 7.232 | -9,19 | 769 | -8,56 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2.670 | -0,52 | 284 | 0,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 30.995 | -2,08 | 3.296 | -1,38 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 11.603 | -56,85 | 1.234 | -56,57 |