Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18.205 | -0,82 | 1.083 | 0,09 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 521.867 | -1,62 | 31.213 | -0,94 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.984 | -12,87 | 119 | -12,59 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57.073 | -5,10 | 3.414 | -4,45 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 553 | -6,90 | 33 | -5,71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5.450 | -2,85 | 326 | -2,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 158.618 | -13,23 | 9.487 | -12,64 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7.144 | -0,57 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 5.181 | -4,62 | 310 | -4,04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13.980 | -18,42 | 836 | -17,80 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | -4,17 | 1 | |||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36.204 | -8,40 | 2.165 | -7,75 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 898 | -99,90 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 445.741 | -19,97 | 26.660 | -19,42 | ||||
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 102.184 | -15,50 | 6.112 | -14,91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168.443 | -45,92 | 10.075 | -45,50 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26.934 | -9,09 | 1.611 | -8,47 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 86.507 | -2,05 | 5.133 | -1,97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 78.727 | -12,28 | 4.709 | -11,67 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 344.943 | -46,73 | 20.631 | -46,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 693.774 | -85,80 | 41.495 | -85,70 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 36.140 | -24,14 | 2.162 | -23,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.923 | -36,58 | 175 | -34,83 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 40.425 | -1,00 | 2.418 | -0,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9.400 | -31,39 | 562 | -30,87 | |||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6.964 | -55,99 | 412 | -56,12 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 99.631 | -8,49 | 5.959 | -7,87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 260.931 | -7,62 | 16 | -6,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 599 | -51,30 | 36 | -50,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17.174 | -9,64 | 1.027 | -9,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185.842 | -25,05 | 11 | -21,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12.001 | -5,39 | 718 | -4,78 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 21.342 | -0,17 | 1.276 | 0,55 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34.805 | -48,00 | 2.082 | -47,66 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 20.403 | -23,89 | 1.220 | -23,37 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 54.486 | -2,33 | 3.259 | -1,66 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 56.007 | -27,66 | 3.350 | -27,18 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 161.758 | -12,00 | 9.675 | -11,39 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6.272 | -2,58 | 375 | -2,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9.175 | -5,50 | 549 | -4,86 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 467.469 | -21,00 | 27.959 | -20,46 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 92.007 | -2,92 | 5.503 | -2,26 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 483.691 | -43,60 | 28.930 | -43,21 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 88.217 | -17,26 | 5.276 | -16,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10.709 | -0,06 | 641 | 0,63 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-11 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 278.623 | -8,00 | 16.664 | -7,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 294.976 | -3,91 | 18 | -5,56 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 710.087 | -7,52 | 42.470 | -6,88 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 227.976 | -4,42 | 13.635 | -3,76 | ||||
| 2025-05-15 | 13F | Texas Treasury Safekeeping Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5.333 | -13,57 | 319 | -14,52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10.192 | -4,39 | 610 | -3,79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 100.392 | -3,95 | 6.004 | -3,29 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 35.843 | -7,59 | 2.144 | -6,95 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3.361 | -62,98 | 201 | -62,71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 68.548 | -67,03 | 4.111 | -66,11 | ||||
| 2025-07-07 | 13F | Trust Co | 9.150 | -0,01 | 547 | 0,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1.017.471 | -0,01 | 60.855 | 0,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17.443 | -8,36 | 1.043 | -7,70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.425 | -48,57 | 85 | -48,17 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 8.775 | -92,84 | 526 | -92,70 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 26.667 | -26,76 | 1.595 | -26,27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9.460 | -13,61 | 566 | -13,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 741 | -14,14 | 44 | -13,73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2.400.000 | -17,24 | 143.544 | -16,67 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96.875 | -8,13 | 5.794 | -7,49 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.852 | -86,12 | 350 | -86,03 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 105.217 | -1,57 | 6.293 | -0,88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 3.546 | -21,43 | 212 | -20,90 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4.225.407 | -0,14 | 252.722 | 0,55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14.700 | -7,44 | 879 | -6,79 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 337.201 | -3,68 | 20.168 | -3,01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51.533 | -85,33 | 3 | -85,00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 19.278 | -0,41 | 1.153 | 0,35 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 345.737 | -10,13 | 20.679 | -9,35 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4.708 | -7,49 | 282 | -6,95 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 7.375 | -0,95 | 441 | -0,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 3.187.898 | -56,98 | 190.668 | -56,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.235 | -32,13 | 253 | -31,62 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 561.111 | -1,60 | 33.560 | -0,92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 39.349 | -7,22 | 2.353 | -6,59 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6.907 | -23,73 | 413 | -23,09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32.456 | -3,04 | 1.941 | -2,36 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4.128.831 | -32,34 | 246.945 | -31,87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31.687 | -5,50 | 1.895 | -4,82 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5.331 | -12,20 | 319 | -11,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.327 | -12,24 | 319 | -11,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13.336 | -6,68 | 795 | -6,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 31.692 | -0,97 | 1.895 | -0,26 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 380.159 | -16,98 | 22.737 | -16,41 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13.977 | -9,70 | 836 | -9,14 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 621.862 | -0,68 | 37.194 | 0,00 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 197.801 | -67,85 | 11.830 | -67,63 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | -70,41 | 13 | -70,45 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 95 | -9,52 | 6 | -16,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6.243 | -1,16 | 373 | -0,53 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 42.980 | -2,90 | 2.571 | -2,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.053.320 | -36,77 | 362.049 | -36,33 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 25.575 | -48,67 | 1.530 | -48,33 | ||||
| 2025-04-29 | 13F | Whelan Financial | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 96.355 | -0,14 | 5.764 | 0,58 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41.023 | -0,33 | 2.454 | 0,37 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 72.197 | -40,64 | 4 | -42,86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 481 | -1,23 | 28 | -3,57 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 130.082 | -19,38 | 7.697 | -19,25 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 640.090 | -2,53 | 38.284 | -1,85 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 17.319 | -39,55 | 1.036 | -39,15 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4.773 | -1,77 | 285 | -1,04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 45.151 | -3,84 | 2.700 | -3,19 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | -92,51 | 3 | -94,87 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 11.720 | -18,37 | 701 | -17,84 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1.935 | -1,98 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19.111.064 | -20,14 | 1.143.033 | -19,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37.457 | -3,97 | 2.240 | -3,28 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9.553 | -11,33 | 571 | -10,64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 20.149 | -11,00 | 1.205 | -10,34 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 23.437 | -0,25 | 1.402 | 0,43 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5.263 | -0,66 | 315 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 293.123 | -39,71 | 17.532 | -39,30 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9.975 | -19,26 | 597 | -18,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12.131 | -1,24 | 726 | -0,55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8.411 | -20,45 | 503 | -19,90 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5.921 | -0,20 | 354 | 0,57 | ||||
| 2025-08-14 | 13F | State Street Corp | 4.450.000 | -19,09 | 266.154 | -18,53 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 40.559 | -0,73 | 2.426 | -0,08 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 526 | -74,66 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.079.310 | -11,31 | 64.554 | -10,70 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14.405 | -19,63 | 862 | -19,08 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 178.616 | -23,85 | 10.712 | -21,71 | ||||
| 2025-08-14 | 13F | Wit, Llc | 82.534 | -4,90 | 4.936 | -4,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 7.935 | -9,24 | 475 | -8,67 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 471.782 | -15,23 | 28.217 | -14,64 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 71.990 | -3,47 | 4.306 | -3,73 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 82.591 | -9,86 | 4.940 | -9,24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4.021 | -0,49 | 240 | 0,00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 10.849 | -62,13 | 647 | -61,92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18.331 | -6,88 | 1.096 | -6,24 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3.528 | -22,26 | 211 | -21,93 | ||||
| 2025-07-17 | 13F | SWS Partners | 14.775 | -9,52 | 884 | -6,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16.078 | -5,20 | 962 | -4,57 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 249.576 | -7,59 | 14.927 | -6,95 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 51.834 | -7,87 | 3.100 | -7,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13.690 | -0,03 | 819 | 0,62 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 99.967 | -4,65 | 5.979 | -3,98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 76.614 | -0,58 | 4.551 | -0,59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14.696 | -6,95 | 879 | -6,40 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 261.544 | -28,47 | 16 | -28,57 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 1.015.724 | -6,40 | 60.334 | -4,14 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 26.335 | -1,85 | 1.575 | -1,13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 456.605 | -11,46 | 27.310 | -10,85 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 1.000.773 | -2,49 | 59.856 | -1,82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 32.473 | -1,23 | 1.942 | -0,51 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 100.856 | -2,30 | 6.048 | 0,45 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 92.256 | -3,32 | 5.518 | -2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 29.513 | -6,88 | 1.765 | -6,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22.359 | -6,68 | 1.337 | -6,04 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 45.223 | -20,54 | 2.696 | -20,85 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 330.589 | -13,05 | 19.773 | -12,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 181.947 | -11,99 | 10.882 | -11,38 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 47.496 | -2,79 | 2.841 | -2,14 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.283 | -1,56 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7.025 | -0,99 | 420 | -0,24 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44.986 | -7,37 | 2.691 | -6,73 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12.748 | -35,14 | 762 | -34,70 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 996 | -88,76 | 59 | -88,76 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 591 | -16,99 | 35 | -14,63 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.970.457 | -2,06 | 117.853 | -1,38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45.750 | -20,79 | 2.736 | -20,23 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 244.122 | -0,48 | 14.601 | 0,20 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 7.446 | -2,37 | 445 | -1,77 | ||||
| 2025-04-11 | 13F | LifeGuide Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46.995 | -0,43 | 2.811 | 0,25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 123.797 | -7,05 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 285.416 | -14,52 | 17.071 | -13,83 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285.002 | -2,74 | 17.046 | -2,07 | ||||
| 2025-05-15 | 13F | Dai-ichi Life Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 11.536 | -2,33 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 172.918 | -2,71 | 10.342 | -2,04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 167 | -62,30 | 10 | -65,38 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 9 | -93,18 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5.514 | -44,95 | 330 | -44,61 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7.105 | -49,04 | 425 | -48,79 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 88.054 | -3,96 | 5.267 | -3,29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 640.114 | -2,98 | 38.285 | -2,31 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 56.067 | -3,47 | 3.353 | -2,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117.906 | -6,44 | 7.052 | -5,80 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 128.892 | -3,51 | 7.709 | -2,84 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 330.589 | -13,05 | 19.721 | -12,53 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 20.822 | -1,30 | 1.245 | -0,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.407 | -2,97 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20.215 | -5,17 | 1.209 | -4,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210.420 | -11,25 | 12.467 | -11,47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 162.107 | -0,09 | 9.696 | 0,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 68.121 | -4,39 | 4.074 | -3,73 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 45.195 | -22,52 | 2.685 | -20,66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 35.382 | -0,56 | 2.116 | 0,14 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 108.884 | -0,37 | 6.512 | 0,32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44.670 | -57,00 | 2.652 | -57,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 65.832 | -82,97 | 3.937 | -82,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 611 | -46,02 | 37 | -46,27 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4.933 | -34,41 | 295 | -33,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 77.446 | -2,79 | 4.632 | -2,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13.543 | -11,23 | 810 | -10,71 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 589.975 | -5,15 | 35.286 | -4,49 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 104 | -96,82 | 6 | -96,91 | ||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5.669 | -9,63 | 339 | -8,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.710 | -8,28 | 760 | -7,65 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 6.237 | -0,45 | 371 | -0,27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 912 | -9,25 | 54 | -6,90 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 77.506 | -24,71 | 4.618 | -24,50 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 10.666 | -6,04 | 638 | -5,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30.939 | -31,47 | 1.850 | -31,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 3.670 | -7,09 | 219 | -6,41 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 5.742 | -39,94 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.633.894 | -2,08 | 97.723 | -1,41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 202.994 | -25,39 | 12.141 | -24,87 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 122.064 | -24,21 | 7.301 | -23,70 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 32.503 | -7,37 | 1.944 | -6,72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 69.676 | -1,58 | 4.167 | 2,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 81.169 | -86,02 | 4.855 | -85,92 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 374.141 | -5,50 | 22.377 | -4,84 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 47.985 | -8,96 | 2.870 | -8,34 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5.290 | -66,67 | 315 | -66,60 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 3.371 | -31,79 | 202 | -31,40 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class | 207.852 | -15,32 | 12.432 | -14,74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 2.050.000 | -21,15 | 122.610 | -20,61 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1.238 | -74,09 | 74 | -73,85 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 12.692 | -6,28 | 759 | -5,60 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 66.128 | -27,28 | 3.955 | -26,77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.015 | -76,17 | 61 | -76,19 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 552.994 | -3,19 | 33.075 | -2,52 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 11.504 | -9,07 | 688 | -8,39 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 31.126 | -12,66 | 1.862 | -12,05 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 4.258 | -10,45 | 255 | -9,93 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 224 | -12,50 | 13 | -13,33 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51.800 | -45,24 | 3.098 | -44,86 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 62.778 | -1,40 | 3.755 | -0,71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 69.920 | -1,37 | 4.182 | -0,69 | ||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101.189 | -70,01 | 6.052 | -69,80 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4.028 | -15,45 | 241 | -14,89 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 73.738 | -19,93 | 4 | -20,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 77.291 | -40,93 | 4.623 | -40,52 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 740.542 | -3,34 | 44 | -2,22 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6.924 | -90,93 | 414 | -90,87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.798 | -50,31 | 526 | -49,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74.285.932 | -4,10 | 4.443.042 | -3,43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8.728 | -65,92 | 522 | -65,68 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 14.103 | -7,62 | 844 | -6,95 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10.545.183 | -1,68 | 630.707 | -1,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 37.585 | -8,74 | 2.248 | -8,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 543.032 | -1,66 | 32.479 | -0,98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1.334.517 | -28,23 | 79.817 | -27,73 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 54.004 | -19,66 | 3.209 | -19,61 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 66.227 | -2,08 | 3.961 | -1,39 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13.135 | -36,57 | 786 | -36,13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.161 | -9,01 | 425 | -9,21 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.676 | -0,02 | 818 | 0,62 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 708 | -4,58 | 42 | -4,55 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 524.459 | -1,63 | 31.368 | -0,96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 568.242 | -0,53 | 33.987 | 0,16 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2.883.952 | -13,11 | 172.489 | -12,51 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 62.119 | -26,62 | 3.715 | -26,11 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 155.123 | -0,98 | 9.278 | -0,30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 75.809 | -4,56 | 4.534 | -3,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37.834 | -1,81 | 2.263 | -1,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.350 | -18,97 | 81 | -18,37 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12.758 | -32,48 | 763 | -32,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 142.458 | -2,25 | 8.520 | -1,57 |
