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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 19.512 | -5,65 | 1.982 | -7,60 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 29.204 | -68,58 | 3.030 | -67,26 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2.251 | -30,80 | 229 | -32,34 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 25.854 | -59,13 | 2.627 | -59,99 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 4.388 | -8,34 | 446 | -10,28 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 20.705 | -49,20 | 2.104 | -50,26 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 9.991 | -28,34 | 1.015 | -29,81 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 21.692 | -55,48 | 2.204 | -56,41 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 5.151 | -32,24 | 1 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 213.842 | -11,35 | 21.726 | -13,19 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 13.156 | -36,84 | 1.337 | -38,18 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11.587 | -5,73 | 1.177 | -7,69 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 21.929 | -29,73 | 2.228 | -31,17 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 95 | -11,21 | 10 | -18,18 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 3.356 | -7,01 | 341 | -9,09 | ||||
| 2025-07-29 | NP | RORO - ATAC US Rotation ETF | 23.647 | -24,56 | 2.358 | -28,05 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 710 | -46,29 | 72 | -47,45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 47.433 | -2,39 | 4.819 | -4,40 | ||||
| 2025-04-21 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 636.501 | -12,69 | 64.669 | -14,50 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5.229 | -14,47 | 531 | -16,25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61.913 | -35,82 | 6.290 | -37,16 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 156.879 | -5,12 | 15.939 | -7,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 102.224 | -47,58 | 10.381 | -48,70 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2.145 | -9,53 | 211 | -19,47 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.675 | -2,44 | 272 | -4,58 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 26.080 | -18,83 | 2.650 | -20,52 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10.377 | -30,68 | 1.054 | -32,13 | ||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9.142 | -79,14 | 929 | -79,59 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 172.596 | -1,05 | 17.310 | -4,35 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7.778 | -44,12 | 790 | -45,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 5.535 | -1,30 | 562 | -3,27 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15.895 | -16,99 | 1.615 | -18,73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 270 | -93,29 | 27 | -93,53 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2.348 | -17,76 | 239 | -19,59 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.229 | -28,21 | 125 | -29,94 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 | -50,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 12.475 | -5,38 | 1.265 | -7,46 | ||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4.896 | -22,47 | 497 | -24,12 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16.398 | -33,07 | 1.666 | -34,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 25.643 | -38,24 | 2.605 | -39,47 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 19.170 | -42,57 | 1.948 | -43,76 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 959 | -96,30 | 0 | -100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 122.725 | -18,20 | 12 | -20,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 8.268 | -68,95 | 840 | 69,01 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 33.476 | -2,40 | 3.401 | -4,41 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 7.903 | -41,08 | 803 | -42,34 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 81.902 | -28,01 | 8.321 | -29,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.031 | -0,77 | 105 | -2,80 | ||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 73 | -77,54 | 7 | -78,79 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Members Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | -86,09 | 5 | -88,57 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 2.778 | -7,58 | 282 | -9,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 75.458 | -37,64 | 8 | -41,67 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66.229 | -28,27 | 6.729 | -29,97 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 766 | -0,65 | 78 | -3,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.011 | -70,80 | 814 | -71,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2.100 | -83,59 | 213 | -83,96 | |||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | |||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 51.720 | -42,81 | 5.309 | -41,45 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 5.835 | -15,13 | 593 | -16,97 | ||||
| 2025-05-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4.676 | -0,97 | 475 | -2,86 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 39.384 | -7,01 | 3.922 | -9,19 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 40.677 | -2,38 | 4.103 | -5,09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7.813 | -16,71 | 794 | -18,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.475 | -9,04 | 1.267 | -10,90 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 4.416 | -71,57 | 439 | -72,81 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 11.060 | -5,31 | 1.109 | -4,48 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 7.752 | -0,91 | 796 | 1,40 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 737 | -66,64 | 75 | -67,69 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 6.196 | -10,91 | 630 | -12,76 | ||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2.859 | -99,30 | 290 | -99,31 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 90.571 | -17,85 | 9.202 | -19,56 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 20.575 | -19,70 | 2.054 | -22,72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35.551 | -5,46 | 3.612 | -7,43 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 6.254 | -31,26 | 635 | -32,66 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11.713 | -1,20 | 1.190 | -3,17 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45.987 | -3,31 | 4.672 | -5,31 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7.369 | -39,25 | 749 | -40,54 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6.905 | -81,28 | 702 | -81,68 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 31.453 | -2,09 | 3.196 | -4,11 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4.050 | -16,49 | 411 | -18,29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7.284 | -4,08 | 740 | -5,97 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 255 | -70,82 | 26 | -70,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 18.340 | -23,31 | 1.801 | -27,41 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 467 | -51,20 | 47 | -51,04 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.098 | -3,05 | 213 | -4,91 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7.187 | -42,93 | 730 | -44,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 109.910 | -37,37 | 11.167 | -38,67 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64.567 | -4,92 | 6.560 | -6,88 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5.516 | -43,82 | 560 | -44,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 21.440 | -26,09 | 2.178 | -27,62 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 79.611 | -6,98 | 8.089 | -8,91 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 54.946 | -23,76 | 5.583 | -25,34 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1.707.464 | -3,38 | 173.480 | -5,38 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 623 | -6,88 | 63 | -5,97 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 97 | -72,75 | 10 | -75,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Future You Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1.245 | -17,00 | 127 | -18,71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21.020 | -1,41 | 2.136 | -3,48 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2.796 | -24,23 | 284 | -25,65 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3.563 | -98,42 | 362 | -98,45 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 17.877 | -1,54 | 1.816 | -3,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119.418 | -3,13 | 12.133 | -5,14 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10.053 | -8,07 | 1.021 | -9,96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6.907 | -10,96 | 702 | -12,81 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 43.607 | -9,65 | 4.430 | -11,52 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 12.617 | -1,30 | 1.282 | -3,39 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3.462 | -39,72 | 352 | -41,01 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 663.460 | -39,25 | 67.408 | 59.552,21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 752 | -1,57 | 76 | -3,80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 81.652 | -1,20 | 8.296 | -3,25 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 325 | -1,81 | 33 | -2,94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 39.101 | -57,56 | 3.973 | -58,44 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 2.153 | -46,09 | 219 | -47,34 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3.495 | -9,60 | 355 | -11,47 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6.836 | -36,17 | 695 | -37,53 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 12.271 | -36,23 | 1.232 | -38,33 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6.959 | -1,79 | 707 | -3,81 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 41.843 | -1,44 | 4.251 | -3,47 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7.149 | -4,97 | 726 | -6,92 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36.336 | -5,64 | 3.663 | -7,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14.198 | -2,36 | 1.442 | -4,38 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 1.190 | -7,10 | 122 | -4,69 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 9.102 | -0,32 | 925 | -2,43 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 53.278 | -69,87 | 5.388 | -70,59 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 25.420 | -8,68 | 2.583 | -10,60 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 9.002 | -6,62 | 915 | -8,60 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32.564 | -48,68 | 3.309 | -49,75 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 15.744 | -3,03 | 1.600 | -5,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 30.500 | -56,92 | 3.099 | -57,82 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8.300 | -23,85 | 843 | -25,40 | |||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7.437 | -5,61 | 756 | -7,59 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | -78,57 | 1 | -80,00 | ||||
| 2025-04-18 | 13F | Demars Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44.168 | -3,19 | 4.487 | -5,20 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 251 | -1,57 | 26 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 942 | -24,46 | 96 | -26,36 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 550 | -48,65 | 56 | -50,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9.961 | -20,78 | 1.012 | -22,39 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3.306 | -28,36 | 336 | -29,92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4.085 | -39,59 | 415 | -40,80 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 28.421 | -9,95 | 2.888 | -11,82 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 369 | -52,57 | 37 | -53,75 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 | -12,82 | 7 | -25,00 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 91.196 | -0,64 | 9.266 | -2,70 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.015.230 | -16,70 | 103.147 | -18,43 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2.558 | -6,40 | 260 | -8,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17.623 | -22,98 | 1.749 | -26,34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 10.817 | -4,17 | 1.099 | -6,15 | ||||
| 2025-07-24 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2.127 | -0,28 | 216 | -0,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 52.349 | -15,16 | 5.319 | -16,92 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24.231 | -3,65 | 2.462 | -5,67 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 156 | -4,88 | 16 | -6,25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7.478 | -46,40 | 760 | -47,55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 49 | -3,92 | 5 | 0,00 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3.706 | -2,98 | 377 | -5,05 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 566.504 | -9,93 | 57.557 | -11,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4.447 | -22,63 | 452 | -24,33 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.832 | -82,95 | 491 | -83,33 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 87.898 | -4,85 | 8.930 | -6,81 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4.612 | -54,37 | 469 | -55,34 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 9.932 | -2,95 | 1.009 | -4,90 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 6.556 | -22,95 | 666 | -24,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9.609 | -7,68 | 976 | -9,55 |
