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 | Vantagepoint Investment Advisers Llc | 40.800 | -85,31 | 3.244 | -85,21 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 173.191 | -0,72 | 13.769 | -0,02 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 366.225 | -0,79 | 29.115 | -0,09 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1.235.020 | -9,13 | 98.185 | -8,48 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 66.649 | -0,52 | 5.299 | 0,19 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14.220 | -34,81 | 1.130 | -34,34 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 15.429 | -2,42 | 1.227 | -1,76 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 440.479 | -1,54 | 35.018 | -0,84 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 412.619 | -43,61 | 32.803 | -43,21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10.936 | -2,02 | 869 | -1,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 295.969 | -27,58 | 23.530 | -27,06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 186.369 | -2,05 | 14.816 | -1,35 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3.953 | -32,59 | 314 | -32,03 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5.110 | -5,02 | 0 | |||||
| 2025-07-08 | 13F | TL Private Wealth | 181.369 | -0,66 | 14.332 | 0,47 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10.914 | -54,54 | 868 | -54,25 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 3.355 | -75,35 | 267 | -75,23 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 122 | -43,52 | 10 | -47,06 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43.865 | -10,39 | 3.487 | -9,76 | ||||
| 2025-05-23 | 13F | Triune Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 42.493 | -1,70 | 3.378 | -1,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 86 | -1,15 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 88.381 | -3,94 | 7.026 | 100.271,43 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7.091 | -13,27 | 560 | -11,41 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 187.991 | -8,99 | 14.945 | -8,34 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6.224 | -9,91 | 491 | -8,74 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 48.006 | -3,14 | 3.788 | -3,17 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 68.941 | -5,70 | 5.481 | -5,03 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 221.429 | -40,46 | 17.604 | -40,04 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 53.388 | -1,30 | 4.244 | -0,61 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 4.864 | -1,26 | 387 | -0,52 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 113.616 | -2,19 | 9.032 | -1,49 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11.098 | -8,52 | 882 | -7,84 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12.160 | -0,09 | 967 | 0,63 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 62.837 | -2,50 | 4.996 | -1,81 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7.644 | -7,09 | 608 | -6,47 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 12.088 | -1,27 | 961 | 0,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1.929 | -5,16 | 153 | -4,37 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12.542 | -28,49 | 993 | -28,12 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 31.668 | -0,86 | 2.518 | -0,16 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127.722 | -5,52 | 10.154 | -4,85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 6.919 | -7,96 | 550 | -7,25 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 86.494 | -17,96 | 6.876 | -16,39 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 79.805 | -5,89 | 6.344 | -5,23 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 250 | -36,06 | 20 | -36,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7.686 | -33,66 | 612 | -32,75 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4.101 | -11,71 | 326 | -10,93 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4.599 | -2,00 | 366 | -1,35 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 338.868 | -2,49 | 26.940 | -1,80 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6.781 | -5,31 | 539 | -4,77 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48.341 | -21,58 | 3.843 | -20,07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 40.967 | -2,02 | 3.257 | -1,33 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 387.676 | -1,75 | 30.820 | -1,05 | ||||
| 2025-08-12 | 13F | Bokf, Na | 737 | -45,37 | 59 | -45,28 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3.067 | -0,23 | 244 | 0,41 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3.390 | -24,50 | 270 | -24,01 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 35.394 | -1,67 | 2.814 | -0,99 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5.813 | -13,66 | 462 | -12,99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11.193 | -10,86 | 890 | -10,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.160.044 | -6,73 | 92.224 | -6,07 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18.541 | -6,56 | 1.474 | -5,87 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4.014 | -3,51 | 319 | -2,74 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16.871 | -10,96 | 1.341 | -10,30 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 22.549 | -6,19 | 1.793 | -5,54 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5.867 | -58,80 | 466 | -58,54 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 120.148 | -1,72 | 9.552 | -1,03 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 128.762 | -0,46 | 10.237 | 0,24 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4.707 | -56,05 | 374 | -55,74 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.944 | -14,70 | 791 | -14,13 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4.353 | -3,76 | 346 | -3,08 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 366.195 | -1,30 | 29.113 | -0,60 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.724 | -9,80 | 217 | -9,24 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 19.195 | -16,33 | 1.526 | -15,69 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 74.226 | -0,79 | 5.901 | -0,10 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6.882 | -8,97 | 547 | -7,45 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 5.226 | -4,39 | 415 | -3,71 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 17.065 | -0,67 | 1.357 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6.656 | -86,97 | 529 | -86,88 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13.751 | -2,03 | 1.093 | -1,35 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 1.004.225 | -31,42 | 80 | -31,30 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 59.356 | -17,15 | 4.717 | -16,56 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 16.899 | -32,98 | 1.344 | -32,34 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3.033 | -9,35 | 241 | -8,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80.279 | -12,83 | 6.382 | -12,20 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 2.070.000 | -57,30 | 164.565 | -57,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 100.102 | -21,59 | 7.958 | -21,03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2.945 | -5,37 | 234 | -4,90 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14.811 | -14,32 | 1.177 | -13,71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2.473 | -0,36 | 197 | 0,51 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 35.779 | -5,86 | 2.844 | -5,20 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | -18,28 | 6 | -14,29 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36.160 | -16,93 | 2.875 | -16,36 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5.080 | -5,87 | 404 | -4,05 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 96.812 | -2,63 | 7.697 | -1,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 297.153 | -1,12 | 23.624 | 0,61 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17.718 | -6,08 | 1 | 0,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 216.338 | -0,50 | 17.199 | 0,20 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 18.190 | -1,62 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4.600 | -10,68 | 366 | -10,10 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4.087 | -9,54 | 325 | -8,99 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3.096 | -13,98 | 246 | -13,38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 760 | -11,21 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 45.725 | -2,01 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.039 | -10,89 | 83 | -10,87 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 95.488 | -15,58 | 7.590 | -15,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1.455 | -7,85 | 116 | -7,26 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 20.728 | -3,64 | 1.648 | -2,95 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 7.924 | -4,30 | 1 | |||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7.820 | -5,43 | 622 | -4,75 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 69.731 | -1,13 | 5.544 | -0,43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27.923 | -2,36 | 2.220 | -1,68 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5.377 | -3,57 | 427 | -2,95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46.832 | -13,04 | 3.723 | -12,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.852.374 | -7,79 | 147 | -6,96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1.297 | -99,39 | 76 | -99,54 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1.449 | -5,29 | 115 | -4,17 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 15.052 | -7,36 | 1.197 | -6,71 | ||||
| 2025-04-16 | 13F | West Oak Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16.711 | -7,51 | 1.329 | -6,87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10.404 | -0,09 | 827 | 0,73 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 33.819 | -1,43 | 2.689 | -0,74 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 34.366 | -15,69 | 2.732 | -15,08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 854.927 | -0,40 | 67.967 | 0,31 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 620.054 | -0,38 | 49.294 | 0,32 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30.691 | -3,39 | 2.440 | -2,71 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2.832.302 | -12,17 | 225.168 | -11,55 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 139.992 | -37,88 | 11.129 | -37,44 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 17.448 | -1,65 | 1.387 | -0,93 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.154.064 | -0,71 | 250.748 | -0,01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 4.652 | -26,58 | 370 | -26,20 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21.335 | -1,54 | 1.696 | -0,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429.066 | -19,35 | 34 | -17,07 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 38.799 | -12,75 | 3.085 | -12,14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 187.751 | -4,04 | 14.926 | -3,35 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 34.412 | -3,86 | 2.736 | -3,19 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 46.630 | -1,69 | 4 | 0,00 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3.791 | -80,14 | 301 | -80,01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 617.163 | -0,73 | 49.064 | -0,03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4.263 | -7,12 | 339 | -6,63 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3.330 | -57,20 | 265 | -57,00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 62.127 | -3,48 | 4.939 | -2,79 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 213.099 | -7,32 | 16.920 | -6,78 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8.044 | -5,85 | 639 | -5,19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 13.881 | -74,84 | 1.100 | -74,67 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 39.996 | -28,17 | 3.180 | -27,67 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 202 | -83,25 | 16 | -83,87 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 200.116 | -3,38 | 15.909 | -2,69 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8.247 | -5,12 | 1 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3.193 | -12,28 | 254 | -11,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12.210 | -12,83 | 971 | -12,22 | ||||
| 2025-05-16 | 13F | Financial Strategies Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53.957 | -3,34 | 4.290 | -2,66 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49.254 | -1,24 | 3.916 | -0,53 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 13.444 | -8,24 | 1.069 | -7,61 | ||||
| 2025-07-09 | 13F | Exchange Bank | 16.240 | -3,80 | 1.291 | -3,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51.725 | -21,75 | 4.112 | -21,20 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 427.216 | -3,84 | 33.964 | 96.937,14 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 613.194 | -2,17 | 48.749 | -1,47 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3.466 | -4,73 | 276 | -4,18 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 734.213 | -1,59 | 58.370 | -0,89 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 41.746 | -0,11 | 3.312 | 0,39 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3.533 | -1,72 | 281 | -1,06 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36.149 | -6,12 | 2.874 | -5,46 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 104.092 | -47,88 | 8 | -46,67 | ||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 1.792.494 | -29,35 | 142.503 | -28,84 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 43.596 | -6,66 | 3.466 | -6,02 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3.111 | -7,44 | 247 | -6,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 70.442 | -0,60 | 5.600 | 0,11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 638 | -23,13 | 51 | -23,08 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 31.145 | -54,59 | 2.476 | -54,27 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 539 | -6,91 | 43 | -6,67 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5.897 | -2,77 | 469 | -2,09 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | NP | OVT - Overlay Shares Short Term Bond ETF | 627.321 | -27,59 | 49.615 | -27,40 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5.050 | -8,38 | 401 | -7,82 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 50.514 | -15,72 | 4.016 | -15,13 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8.295 | -23,46 | 659 | -22,92 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 12.518 | -3,66 | 995 | -2,93 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4.771 | -8,02 | 379 | -7,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 357.860 | -12,93 | 28.450 | -12,31 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 12.331 | -0,05 | 980 | 0,72 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26.305 | -0,44 | 2.091 | 0,29 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 416.675 | -1,63 | 33.126 | -0,93 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4.420 | -2,02 | 351 | -1,40 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 66.026 | -7,33 | 5.249 | -6,67 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32.316 | -13,79 | 2.569 | -13,18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13.589 | -15,86 | 1.081 | -15,22 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 63.485 | -0,93 | 5.047 | -0,22 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 19.111 | -7,53 | 1.519 | -6,87 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 2.788 | -23,87 | 222 | -23,53 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 39.418 | -5,17 | 3.134 | -4,51 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9.726 | -7,15 | 773 | -6,42 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5.284 | -38,47 | 420 | -37,96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113.718 | -7,79 | 9.041 | -7,14 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 8.131 | -72,09 | 644 | -71,86 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.419 | -27,76 | 271 | -27,35 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2.683 | -0,07 | 213 | 0,95 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 30.879 | -26,62 | 2.451 | -26,23 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 9.429 | -14,26 | 750 | -13,71 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 5.491 | -17,70 | 437 | -17,11 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 130.493 | -28,89 | 10 | -28,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.400.196 | -1,49 | 111.316 | -0,79 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 93.322 | -1,48 | 7.556 | 1,06 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 599.518 | -4,10 | 47.662 | -3,42 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 118.111 | -10,99 | 9.390 | -10,37 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12.626 | -1,87 | 1.004 | -1,18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 168.096 | -44,05 | 13.357 | -43,69 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1.908 | -58,72 | 152 | -58,52 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11.689 | -27,22 | 929 | -26,68 | ||||
| 2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91.325 | -3,34 | 7.260 | -2,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23.154 | -1,28 | 1.832 | -0,76 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12.714 | -7,54 | 1.011 | -6,91 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 629 | -0,16 | 50 | 2,04 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 95.048 | -5,06 | 7.556 | -4,38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 190.526 | -1,36 | 15.040 | -0,18 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34.018 | -16,87 | 2.704 | -16,28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7.311 | -11,71 | 580 | -11,33 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3.237 | -0,58 | 257 | 0,00 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 31.411 | -11,23 | 2.494 | -10,74 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9.792 | -0,29 | 778 | 0,39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1.005 | -2,43 | 80 | -2,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18.194 | -13,78 | 1.446 | -13,15 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 9.185 | -15,56 | 725 | -14,50 | ||||
| 2025-07-25 | NP | PNIIX - Bond Market Index Fund Institutional Class | 40.000 | -11,11 | 3.164 | -10,88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 79.294 | -3,49 | 6.304 | -2,81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 131.378 | -0,65 | 10.397 | -0,39 | ||||
| 2025-08-14 | 13F | Bakala Capital Management LLC | 19.475 | -5,13 | 1.548 | -4,44 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.686 | -39,82 | 293 | -39,34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 22.734 | -10,19 | 1.807 | -9,56 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3.250 | -5,28 | 258 | -4,44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1.285 | -3,75 | 102 | -2,86 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 146.340 | -7,06 | 11.634 | -6,40 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 121.747 | -7,62 | 9.620 | -7,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7.663 | -38,36 | 1 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 4.590 | -5,63 | 365 | -4,96 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 25.539 | -11,11 | 2.023 | -10,49 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2.325 | -36,44 | 185 | -35,89 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 9.239 | -0,70 | 734 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.383 | -65,23 | 348 | -65,03 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1.305 | -21,15 | 104 | -20,77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 113.622 | -1,13 | 9.033 | -0,44 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 203.017 | -3,23 | 16.140 | -2,55 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18.743 | -4,07 | 1.490 | -3,37 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 720.835 | -0,71 | 57.306 | -0,01 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 24.762 | -1,76 | 1.969 | -1,06 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36.983 | -23,69 | 2.940 | -23,14 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 12.093 | -0,68 | 961 | 0,00 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 15.200 | -3,65 | 1.208 | -2,97 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3.554 | -1,96 | 283 | -1,40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 866.620 | -3,07 | 68.897 | -2,38 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 92.355 | -9,78 | 7.342 | -9,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 333.730 | -0,33 | 26.532 | 0,37 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4.029 | -21,90 | 320 | -21,38 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3.985 | -22,41 | 315 | -21,50 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7.058 | -21,49 | 561 | -20,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 72.899 | -1,53 | 5.796 | -0,84 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 71.730 | -6,10 | 5.703 | -5,44 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 5.506 | -0,81 | 438 | -0,23 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 24.492 | -4,24 | 1.947 | -3,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 215.033 | -31,20 | 17.095 | -30,71 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2.900 | -89,61 | 231 | -89,19 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | -61,63 | 40 | -61,76 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3.346 | -4,02 | 266 | -3,27 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 5.596 | -3,02 | 445 | -2,42 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11.109 | -8,58 | 883 | -7,92 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6.706 | -33,52 | 533 | -32,19 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 320.165 | -9,34 | 25.453 | -8,69 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 10.848 | -10,59 | 862 | -9,93 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 43.547 | -1,07 | 3.462 | -0,35 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 77.043 | -2,75 | 6.125 | -2,06 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 80.140 | -3,04 | 6.371 | -2,35 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 8.002 | -11,03 | 636 | -10,30 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2.594 | -46,93 | 206 | -46,49 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 18.242 | -8,38 | 1.450 | -7,70 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 23.351 | -4,32 | 1.856 | -3,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5.843.635 | -1,18 | 464.569 | -0,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14.460 | -4,20 | 1.150 | -3,53 | ||||
| 2025-08-11 | 13F | Factorial Partners, Llc | 3.600 | -87,23 | 286 | -87,15 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19.340 | -0,64 | 1.538 | 0,07 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 147.993 | -1,86 | 11.683 | -1,86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 40.930 | -3,42 | 3.254 | -2,75 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 74.184 | -9,53 | 5.898 | -8,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.270 | -76,97 | 260 | -76,87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3.917 | -24,28 | 311 | -23,77 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9.545 | -33,79 | 759 | -33,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 565.410 | -0,54 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 251.623 | -2,15 | 20.004 | -1,46 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 14.851 | -0,73 | 1.181 | -0,34 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26.823 | -1,15 | 2.132 | -0,47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 105.302 | -0,97 | 8.372 | -0,26 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3.497 | -81,93 | 276 | -81,99 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 10.118 | -1,69 | 804 | -0,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30.265 | -15,67 | 2.406 | -15,07 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5.440 | -3,55 | 432 | -2,92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 225 | -22,41 | 18 | -22,73 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 5.292 | -1,85 | 421 | -1,18 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 42.997 | -40,26 | 3.418 | -39,83 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76.466 | -4,00 | 6.079 | -3,31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 132.953 | -1,62 | 10.570 | -0,92 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15.124 | -3,48 | 1.202 | -2,75 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 99.849 | -16,68 | 7.938 | -16,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18.506 | -15,37 | 1.471 | -14,77 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4.350 | -15,78 | 346 | -15,44 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9.916 | -15,14 | 788 | -14,53 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2.676 | -37,75 | 213 | -37,46 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 59.892 | -1,16 | 4.761 | -0,46 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 175 | -68,35 | 14 | -69,77 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12.740 | -3,93 | 1.013 | -3,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 949.055 | -2,41 | 75.450 | -1,72 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 43.984 | -1,75 | 3.497 | -1,05 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 52.847 | -1,35 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93.927 | -24,31 | 7.467 | -23,78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.005.213 | -1,28 | 79.914 | -0,58 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 319.986 | -9,56 | 25.439 | -8,93 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 173.661 | -0,17 | 13.806 | 0,54 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2.418 | -93,57 | 690 | -76,77 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 67.777 | -6,09 | 5.388 | -5,42 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4.709 | -0,17 | 374 | 0,54 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | -10,92 | 25 | -11,11 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2.826 | -4,30 | 225 | -2,61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4.850 | -5,70 | 386 | -4,94 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 66.266 | -2,62 | 5.265 | -1,90 | ||||
| 2025-07-31 | 13F | United Community Bank | 2.319 | -2,28 | 184 | -1,60 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 29.830 | -1,28 | 2.371 | -0,59 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 18.417 | -1,97 | 1.464 | -1,28 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 5.802 | -40,27 | 461 | -39,82 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4.594 | -66,36 | 365 | -66,14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.679 | -3,70 | 769 | -3,03 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 10.492 | -6,98 | 834 | -6,29 | ||||
| 2025-05-09 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42.719 | -6,35 | 3.396 | -5,67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 8.328 | -0,50 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 152.433 | -19,99 | 12.118 | -19,43 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1.227 | -32,17 | 98 | -31,69 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28.398 | -4,63 | 2.258 | -3,96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 300 | -41,97 | 24 | -42,50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4.743 | -10,41 | 377 | -9,59 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 192 | -50,13 | 15 | -50,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107.549 | -3,03 | 8.550 | -2,34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34.945 | -6,22 | 2.778 | -5,54 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 998.636 | -0,90 | 79.392 | -0,20 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 382.843 | -11,62 | 30.436 | -11,00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 2.993 | -4,47 | 238 | -4,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429.844 | -6,93 | 34.001 | -6,74 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18.193 | -7,21 | 1.446 | -6,53 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 23.247 | -1,42 | 1.848 | -0,70 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 115.247 | -2,54 | 9.162 | -1,84 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 19.085 | -4,32 | 1.517 | -3,62 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 41.021 | -2,78 | 3.261 | -2,07 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 161.161 | -5,91 | 12.812 | -5,24 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 22.560 | -0,78 | 1.794 | -0,06 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79.816 | -0,44 | 6.345 | 0,27 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 117.217 | -0,55 | 9.319 | 0,15 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3.949 | -5,98 | 313 | -4,86 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3.680 | -10,53 | 293 | -8,75 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63.077 | -7,17 | 5.015 | -6,52 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 3.364 | -7,73 | 267 | -6,97 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3.526 | -1,95 | 280 | -1,06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4.427 | -22,48 | 352 | -21,12 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2.859.952 | -4,69 | 227.366 | -4,02 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 21.976 | -0,75 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17.666 | -12,68 | 1.404 | -12,09 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 793.300 | -38,31 | 63.067 | -37,87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.495 | -6,97 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 | -73,26 | 5 | -75,00 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 11.202 | -39,56 | 891 | -39,17 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 15.921 | -0,65 | 1.260 | -0,47 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 27.816 | -0,68 | 2.211 | 0,05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 153.018 | -2,00 | 12.165 | -1,31 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 17.257.907 | -10,69 | 1.372.004 | -10,05 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 76.704 | -3,07 | 6.098 | -2,39 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 13.846 | -1,68 | 1.101 | -0,99 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5.963 | -0,20 | 474 | 0,64 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7.750 | -16,49 | 616 | -15,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22.676 | -3,03 | 1.803 | -2,33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10.589 | -1,74 | 842 | -1,06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25.391 | -15,35 | 2.019 | -14,74 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 27.486 | -1,77 | 2.185 | -1,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7.724.724 | -1,84 | 614.050 | -1,15 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8.694 | -3,81 | 689 | -3,37 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-23 | 13F | Country Club Bank /gfn | 78.997 | -3,54 | 6.272 | -2,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101.535 | -0,43 | 8.073 | 0,27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20.386 | -57,78 | 1.621 | -57,49 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 4.848 | -38,36 | 385 | -37,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 1.075.599 | -1,62 | 85.510 | -0,92 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 284.791 | -2,72 | 22.641 | -2,03 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 7.613 | -1,49 | 605 | -0,82 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 91.323 | -10,62 | 7.260 | -9,98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25.775 | -4,25 | 2.049 | -3,58 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 72.204 | -1,37 | 5.740 | -0,66 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 403.499 | -0,65 | 32.078 | 0,06 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 14.335 | -19,30 | 1.135 | -18,05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.009 | -0,10 | 80 | 1,27 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16.672 | -3,79 | 1.319 | -3,58 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 17.261 | -2,63 | 1.372 | -1,93 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 250.068 | -0,94 | 19.880 | -0,24 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 43.887 | -1,83 | 3.489 | -1,13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331.015 | -5,66 | 26.316 | -4,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5.973 | -17,48 | 475 | -16,99 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2.960 | -11,90 | 235 | -11,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 37.238 | -14,81 | 2.952 | -14,43 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 103.791 | -1,31 | 8.251 | -0,61 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 120.152 | -0,66 | 9.552 | 0,04 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 23.742 | -2,20 | 1.887 | -1,51 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3.074 | -42,52 | 244 | -42,18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25.087 | -4,16 | 1.994 | -3,48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 5.491 | -13,40 | 437 | -12,80 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 46.529 | -13,07 | 3.693 | -11,92 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 31.083 | -0,73 | 2.471 | 0,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 826 | -4,62 | 66 | -4,41 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2.531 | -0,59 | 201 | 0,50 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 161.159 | -4,67 | 12.722 | -5,36 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4.825 | -42,70 | 384 | -42,32 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10.369 | -12,17 | 824 | -11,59 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3.359 | -57,77 | 267 | -57,64 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.984 | -17,48 | 635 | -16,91 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8.141 | -7,15 | 647 | -6,50 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57.368 | -36,31 | 4.551 | -36,01 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 5.154 | -6,09 | 410 | -5,54 | ||||
| 2025-07-25 | 13F | CV Advisors LLC | 5.267 | -26,51 | 417 | -25,93 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2.862 | -46,09 | 228 | -45,82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1.904 | -20,80 | 151 | -20,11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52.489 | -3,05 | 4.173 | -2,39 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29.947 | -0,18 | 2.381 | 0,51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 106.440 | -6,74 | 8.402 | -5,63 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7.655 | -4,56 | 609 | -3,95 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 13.858 | -57,93 | 1.102 | -55,82 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 369 | -50,00 | 29 | -50,00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 105.043 | -2,26 | 8.308 | -2,01 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 11.700 | -10,25 | 930 | -9,62 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 12.894 | -62,09 | 1.025 | -61,81 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 2.526 | -1,56 | 201 | -0,99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 43 | -99,08 | 3 | -99,18 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 852.754 | -30,87 | 67.794 | -3,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 95.162 | -1,18 | 7.565 | -0,47 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 381.603 | -4,63 | 30.337 | -3,95 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 5.171 | -1,84 | 411 | -0,96 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 2.667 | -8,63 | 212 | -7,83 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3.082 | -0,87 | 245 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1.372 | -16,70 | 109 | -14,84 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 6.059 | -8,69 | 482 | -8,03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 70.060 | -5,34 | 5.570 | -4,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 139.848 | -13,80 | 11.062 | -13,62 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 8.092 | -38,69 | 643 | -38,23 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 84.538 | -6,72 | 6.721 | -6,07 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16.505 | -2,53 | 1.312 | -1,80 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7.178 | -29,18 | 571 | -28,75 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 12.180 | -0,46 | 968 | 0,31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11.977 | -2,07 | 952 | -1,35 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 300.250 | -4,22 | 23.870 | -3,54 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 165.468 | -0,88 | 13.155 | -0,18 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5.245 | -0,06 | 417 | 0,48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34.124 | -1,13 | 2.713 | -0,44 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4.468 | -63,79 | 354 | -63,53 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 120.521 | -51,95 | 10 | -52,63 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 31 | -32,61 | 2 | -33,33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 5.386 | -0,02 | 428 | 0,71 | ||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3.192 | -3,94 | 254 | -3,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.895 | -11,07 | 310 | -10,43 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 16.386 | -30,17 | 1.303 | -29,70 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 58.055 | -2,19 | 4.615 | -1,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24.916 | -1,79 | 1.981 | -1,10 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 184.372 | -0,75 | 14.658 | -0,05 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 29.267 | -0,47 | 2.327 | 0,22 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 59.814 | -1,48 | 4.755 | -0,77 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 2.134 | -4,69 | 170 | -3,98 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4.420 | -0,56 | 351 | 0,29 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 53.009 | -25,15 | 4.214 | -24,62 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 100.042 | -1,17 | 7.953 | -0,48 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 949.420 | -0,70 | 76 | 0,00 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23.753 | -6,72 | 1.888 | -6,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5.052 | -14,94 | 0 | |||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 3.850 | -45,00 | 0 | |||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3.244 | -64,27 | 258 | -64,11 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5.520 | -2,30 | 439 | -1,79 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 79.784 | -0,95 | 6.343 | -0,25 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 29.862 | -44,98 | 2.374 | -44,58 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 395.784 | -0,88 | 31.465 | -0,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35.955 | -13,74 | 2.858 | -12,89 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 112.143 | -2,11 | 8.869 | -1,85 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.814 | -6,43 | 303 | -5,61 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3.882 | -0,87 | 309 | -0,32 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3.563 | -18,37 | 283 | -17,73 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 19.219 | -49,32 | 1.528 | -48,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.536.059 | -2,94 | 122.117 | -2,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 244.249 | -5,07 | 19.418 | -4,40 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 38.862 | -34,94 | 3.090 | -34,47 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 12.320 | -0,12 | 979 | 0,62 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5.737 | -38,83 | 456 | -38,38 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2.883 | -0,65 | 229 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8.709 | -19,38 | 692 | -17,81 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 410.405 | -35,72 | 32.627 | -35,26 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25.840 | -28,21 | 2.054 | -27,70 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 2.920 | -11,70 | 232 | -11,11 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 42.898 | -24,57 | 3.410 | -24,04 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7.575 | -11,56 | 600 | -10,86 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 400 | -12,09 | 32 | -11,43 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 3.634 | -12,09 | 289 | -11,66 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1.442 | -3,48 | 115 | -2,56 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3.827 | -10,37 | 304 | -9,79 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 38.961 | -0,23 | 3.097 | 0,49 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 151.370 | -22,58 | 12.034 | -22,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 21.234 | -5,42 | 1.688 | -4,74 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 9.712 | -10,40 | 772 | -9,71 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 24.800 | -23,22 | 1.972 | -22,68 | ||||
| 2025-08-01 | 13F | Motco | 1.516 | -4,05 | 120 | -3,23 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3.492 | -0,80 | 278 | 0,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 10.665 | -11,74 | 848 | -11,12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 126.614 | -18,62 | 10.066 | -18,05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71.821 | -6,61 | 5.710 | -5,95 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1.800.000 | -451,22 | -1.134 | -102,94 | |||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 2.806 | -0,04 | 223 | 0,90 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 93 | -3,12 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 18.761 | -0,93 | 1.492 | -0,20 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5.170 | -1,62 | 411 | -0,72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 125.307 | -20,22 | 10 | -25,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8.500 | -96,03 | 676 | -96,01 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 3.840 | -9,46 | 0 | |||||
| 2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 115.341 | -1,68 | 9.170 | -0,98 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 387.411 | -2,53 | 30.799 | -1,84 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 13.858 | -57,93 | 1.102 | -55,82 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 3.894 | -70,60 | 310 | -70,43 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32.494 | -1,34 | 2.583 | -0,65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4.853 | -2,41 | 386 | -1,79 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 8.175 | -0,87 | 650 | -0,15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.271.405 | -2,46 | 419.077 | -1,77 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30.199 | -1,81 | 2.397 | -1,28 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 453.740 | -1,54 | 36.072 | -0,84 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 1 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 17.983 | -10,59 | 1.430 | -9,96 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 30.523 | -10,23 | 2.427 | -9,61 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.526 | -6,38 | 121 | -5,47 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12.676.393 | -39,26 | 1.007.773 | -38,83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 83.944 | -15,26 | 6.674 | -14,66 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 13.972 | -1,33 | 1.111 | -0,63 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 27.887 | -2,64 | 2.217 | -1,90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 145.886 | -0,66 | 11.598 | 0,03 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 41.703 | -12,33 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4.339 | -17,63 | 345 | -17,11 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 340.810 | -0,49 | 27.094 | 0,21 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 458 | -0,43 | 36 | 0,00 |
