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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 6.701 | -0,43 | 853 | 6,09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 114.037 | -1,66 | 14.517 | 4,78 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 9.754 | -2,29 | 1.242 | 4,11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4.794 | -1,18 | 610 | 5,35 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 27.799 | -1,93 | 3.539 | 4,49 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3.187 | -4,15 | 406 | 2,02 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 77.513 | -3,35 | 9.867 | 2,99 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 65.195 | -1,10 | 7.789 | 0,06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.658 | -9,15 | 211 | -3,21 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7.698 | -1,87 | 980 | 5,72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1.763 | -31,64 | 224 | -27,27 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58.836 | -1,48 | 7.490 | 4,96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 6.279 | -50,52 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 67.254 | -1,98 | 8.561 | 4,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 92.960 | -2,94 | 11.834 | 3,42 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 133 | -37,56 | 17 | -36,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 231.410 | -3,28 | 29.459 | 3,05 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1.977 | -2,47 | 252 | 3,72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4.252 | -2,25 | 541 | 4,24 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 30.569 | -4,05 | 3.891 | 2,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8.600 | -63,09 | 1.095 | -60,69 | |||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 28.156 | -0,27 | 3.584 | 6,29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14.277 | -2,95 | 1.817 | 3,41 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 10.614 | -17,50 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26.720 | -8,91 | 3.401 | -3,05 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6.391 | -1,40 | 814 | 5,04 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1.608 | -12,42 | 205 | -6,85 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 17.321 | -49,72 | 2 | -50,00 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 4.951 | -2,75 | 630 | 4,83 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3.813 | -13,91 | 485 | -8,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3.728 | -85,18 | 475 | -84,22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 16.939 | -4,76 | 2.156 | 1,51 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2.288 | -0,17 | 291 | 6,59 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 100.023 | -0,06 | 12.733 | 6,48 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5.365 | -0,46 | 683 | 6,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10.184 | -6,26 | 1.296 | -0,15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5.723 | -2,62 | 729 | 3,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.265 | -2,46 | 1.307 | 3,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40 | -16,67 | 5 | 0,00 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 67.136 | -3,07 | 8.250 | -5,55 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3.814 | -8,47 | 485 | -2,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 3.971 | -2,24 | 510 | 4,95 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 705 | -87,59 | 84 | -87,46 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 10.113 | -12,46 | 1.287 | -6,74 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2.003 | -5,25 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 5.780 | -14,55 | 736 | -9,03 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9.548 | -9,00 | 1.215 | -3,03 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 11.190 | -4,07 | 1.405 | 0,86 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1.957 | -8,68 | 249 | -2,35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9.500 | -0,65 | 1.209 | 5,87 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7.313 | -5,43 | 931 | 0,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 0 | -100,00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 2.205 | -85,36 | 278 | -83,75 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 177 | -58,06 | 23 | -56,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1.834 | -7,56 | 234 | -1,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4.128 | -16,45 | 526 | -9,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26.354 | -2,46 | 3.355 | 3,90 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 6.008 | -54,08 | 765 | -51,12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4.628 | -41,79 | 589 | -37,93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4.219 | -13,88 | 537 | -8,21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3.555 | -15,01 | 455 | -2,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.366 | -62,42 | 301 | -59,97 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11.417 | -0,44 | 1.453 | 6,06 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 182.957 | -7,60 | 23.436 | -0,77 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1.801 | -20,45 | 229 | -15,19 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 38.212 | -19,90 | 4.864 | -14,65 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 2.945 | -30,06 | 375 | -25,65 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11.007 | -34,22 | 1.401 | -29,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 158.002 | -6,22 | 20 | 0,00 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4.777 | -7,94 | 608 | -1,78 | ||||
| 2025-04-30 | 13F | Hara Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17.836 | -1,90 | 2.271 | 4,51 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1.677 | -9,25 | 213 | -3,18 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2.616 | -6,74 | 333 | -0,60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 118 | -99,96 | 15 | -99,96 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3.482 | -4,45 | 443 | 1,84 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 252 | -14,29 | 32 | -8,57 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4.489 | -35,36 | 571 | -31,12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4.627 | -1,62 | 589 | 19,27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 30.775 | -36,53 | 3.918 | -32,38 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9.324 | -0,45 | 1.187 | 6,08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26.902 | -3,51 | 3.425 | 2,79 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 30.036 | -4,39 | 3.824 | 1,87 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 47.415 | -0,83 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Lummis Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13.727 | -6,24 | 1.747 | -0,11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.154 | -6,69 | 529 | -0,56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16.328 | -5,94 | 2.079 | 0,24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8.267 | -1,04 | 1.052 | 5,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2.680 | -10,43 | 341 | -4,48 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 6.677 | -11,52 | 850 | -5,77 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.899 | -11,39 | 242 | -5,86 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 343.860 | -1,23 | 43.773 | 5,24 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3.095 | -8,05 | 394 | -2,24 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 60.208 | -22,64 | 6.014 | -24,54 | ||||
| 2025-08-08 | 13F | Creative Planning | 77.418 | -1,85 | 9.855 | 4,58 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.075 | -58,98 | 0 | |||||
| 2025-08-08 | 13F | Allianz Se | 46 | -99,98 | 6 | -99,98 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4.739 | -17,34 | 603 | -11,84 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 725 | -49,34 | 92 | -45,88 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -98,33 | 0 | -100,00 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 676 | -3,01 | 81 | -2,44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28.724 | -35,46 | 3.657 | -31,24 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3.870 | -72,28 | 493 | -70,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 463.318 | -10,29 | 58.980 | -4,41 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2.707 | -0,11 | 345 | 6,50 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13.617 | -0,42 | 1.733 | 6,12 | ||||
| 2025-08-12 | 13F | Barings Llc | 88.974 | -49,89 | 11.326 | -46,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723.843 | -30,30 | 92.145 | -25,73 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 48 | -11,11 | 6 | 0,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.992 | -96,07 | 381 | -96,05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36.456 | -6,92 | 4.641 | -0,83 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2.593 | -4,53 | 330 | 1,85 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18.008 | -84,90 | 2.293 | -84,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13.347 | -1,13 | 1.700 | 5,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 85.867 | -11,68 | 10.931 | -5,90 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | -61,29 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 7.286 | -26,68 | 928 | -21,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4.515 | -2,78 | 575 | 3,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.428 | -30,31 | 182 | -25,82 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 4.250 | -4,49 | 541 | 1,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7.490 | -5,67 | 953 | 0,53 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 50.314 | -32,95 | 6.405 | -28,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 790 | -3,66 | 94 | -2,08 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3.707 | -19,29 | 472 | -14,05 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1.706 | -7,38 | 217 | -1,36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 50.980 | -68,71 | 6.490 | -66,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 149.141 | -1,98 | 18.986 | 4,45 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1.683 | -9,90 | 214 | -4,04 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1.829 | -35,37 | 233 | -31,36 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2.841 | -5,90 | 362 | 0,28 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1.903 | -28,13 | 242 | -23,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3.900 | -50,00 | 496 | -46,72 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46.059 | -20,02 | 5.863 | -14,78 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 5.595 | -1,13 | 712 | 5,33 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 21.171 | -2,85 | 2.743 | 5,38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3.826 | -3,51 | 487 | 2,96 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 470 | -12,96 | 60 | -7,81 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4.823 | -3,44 | 614 | 3,02 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 260 | -59,12 | 0 | |||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 142 | -43,43 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 40.493 | -0,91 | 5.155 | 5,57 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7.586 | -8,47 | 966 | -2,53 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.565 | -4,89 | 327 | 1,24 | ||||
| 2025-05-15 | 13F | Wilson & Boucher Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 3.000 | -53,42 | 382 | -50,46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 32.340 | -2,80 | 4.117 | 3,57 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 607 | -51,13 | 77 | -47,97 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5.180 | -0,94 | 659 | 5,61 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 9.995 | -0,02 | 1.272 | 6,53 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.258 | -4,56 | 1.305 | 1,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70.760 | -24,96 | 9.050 | -19,66 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 19.425 | -18,36 | 2.387 | -20,47 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11.257 | -0,33 | 1.433 | 6,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 22.322 | -0,42 | 2.842 | 6,09 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13.759 | -12,68 | 1.751 | -5,86 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9.943 | -6,13 | 1.266 | 0,00 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343.414 | -26,71 | 43.717 | -21,91 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 69.966 | -0,79 | 8.359 | 0,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.468 | -37,37 | 187 | -33,57 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.357 | -20,56 | 809 | -15,38 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6.101 | -3,69 | 777 | 2,65 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 70.163 | -1,48 | 8.382 | -0,31 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 31.208 | -5,60 | 3.973 | 0,58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3.128 | -17,53 | 398 | -12,14 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 14.462 | -1,95 | 1.841 | 4,48 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 818.817 | -5,17 | 104.249 | 1,03 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102.976 | -28,85 | 13.109 | -24,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4.771 | -23,38 | 607 | -18,30 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3.175 | -3,76 | 379 | -2,57 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18.071 | -5,76 | 2.300 | 0,44 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 16.183 | -0,42 | 2.060 | 6,13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.446 | -0,28 | 184 | 6,36 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8.225 | -3,60 | 1 | 0,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52.862 | -20,87 | 6.315 | -19,93 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39.765 | -0,13 | 5.062 | 6,43 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10.807 | -6,21 | 1.376 | -0,07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2.609 | -8,04 | 328 | -3,25 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 2.823 | -3,22 | 359 | 3,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4.605 | -4,60 | 586 | 1,74 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 16.414 | -1,19 | 2 | 100,00 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 137.191 | -0,55 | 17.464 | 5,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.803.271 | -5,42 | 229.556 | 0,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.832 | -20,74 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3.402.528 | -6,15 | 433.142 | 0,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 15.018 | -12,77 | 1.912 | -7,05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15.236 | -17,38 | 1.940 | -11,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.108 | -7,42 | 268 | 0,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 36.351 | -2,15 | 4.627 | 4,26 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 307.655 | -13,07 | 39.164 | -7,37 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 5.713 | -3,98 | 727 | 2,39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 598 | -93,61 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 285 | -37,77 | 34 | -38,89 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 12.901 | -0,96 | 1.656 | 6,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37.377 | -65,37 | 4.758 | -62,66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 537.866 | -0,23 | 68.470 | 6,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9.378 | -47,30 | 1.194 | -43,86 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 29.929 | -0,54 | 3.810 | 5,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.595 | -15,68 | 840 | -10,17 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1.644 | -17,22 | 209 | -11,81 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 32.997 | -0,30 | 4.201 | 6,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.000.198 | -3,46 | 127.325 | 2,87 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3.798 | -0,45 | 483 | 6,15 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 12.268 | -0,94 | 1.562 | 5,54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114.044 | -14,82 | 14.518 | -9,24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 215.975 | -0,56 | 27.513 | 6,03 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 2.093 | -2,38 | 266 | 3,91 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2.855 | -92,49 | 363 | -92,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7.775 | -5,51 | 990 | 0,71 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4.561 | -3,63 | 581 | 2,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45.779 | -0,77 | 5.828 | 5,73 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 18.053 | -2,88 | 2.298 | 3,51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 954 | -22,00 | 121 | -17,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22.910.811 | -0,36 | 2.916.546 | 6,17 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.709 | -13,01 | 727 | -7,40 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 4.869 | -0,51 | 620 | 5,99 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 104.677 | -0,34 | 13.325 | 6,20 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9.216 | -3,66 | 1.173 | 2,71 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23.512 | -0,76 | 2.993 | 5,76 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91.447 | -9,33 | 12 | -8,33 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 18.221 | -6,59 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 587 | -5,02 | 75 | 1,37 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2.706 | -3,01 | 344 | 4,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12.038 | -3,53 | 1.532 | 2,82 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1.240 | -56,18 | 158 | -53,55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 290 | -16,43 | 37 | -12,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 468.455 | -1,00 | 59.635 | 5,49 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22.062 | -1,48 | 2.809 | 4,97 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 23.324 | -0,74 | 2.964 | 2,17 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16.386 | -11,99 | 2.086 | -6,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 13.685 | -0,01 | 1.742 | 6,54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2.701 | -0,52 | 344 | 5,86 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6.305 | -1,67 | 803 | 4,70 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3.293 | -28,32 | 419 | -22,69 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9.520 | -57,22 | 1.212 | -54,44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 980 | -2,00 | 125 | 4,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4.431 | -0,54 | 564 | 6,21 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5.524 | -8,59 | 660 | -7,57 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5.437 | -16,97 | 692 | -11,51 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3.357 | -1,06 | 427 | 5,43 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 34.700 | -0,19 | 4.417 | 6,36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5.720 | -6,49 | 728 | -0,27 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 58.659 | -0,77 | 7.008 | 0,40 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2.000 | -84,73 | 255 | -83,77 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2.329 | -21,26 | 297 | -16,15 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2.171 | -9,77 | 276 | -3,83 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4.017 | -6,93 | 511 | -0,78 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 52.373 | -2,57 | 6.667 | 3,82 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 133.988 | -1,01 | 17.057 | 5,48 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2.952 | -1,67 | 376 | 4,75 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3.684 | -29,40 | 469 | -24,88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.723 | -19,67 | 219 | -14,45 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 57.714 | -15,79 | 7.347 | -10,26 |
