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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 10.520 | -68,97 | 618 | -68,93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 15.500 | -20,75 | 911 | -20,58 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9.698 | -0,65 | 570 | -0,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 330.248 | -8,06 | 19.412 | -7,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 228.362 | -15,89 | 13.423 | -15,75 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16.350 | -14,19 | 961 | -14,04 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 117.227 | -1,29 | 6.891 | -1,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19.318 | -16,99 | 1.136 | -16,85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.362 | -95,11 | 80 | -95,10 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 45.517 | -7,70 | 2.676 | -7,57 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 51.661 | -16,22 | 3.037 | -16,11 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Arcadia Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 83.357 | -0,86 | 4.900 | -0,71 | ||||
| 2025-05-07 | 13F | Inspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 51.207 | -1,41 | 3.010 | 100.200,00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 72.589 | -0,17 | 4.267 | -0,02 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 150.603 | -0,06 | 8.852 | 0,10 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6.362 | -40,64 | 374 | -40,61 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 10.558 | -3,39 | 621 | -3,28 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.036 | -0,49 | 178 | -0,56 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 19.926 | -8,51 | 1.171 | -8,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20.478.670 | -7,98 | 1.203.736 | -7,84 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7.460 | -6,66 | 437 | -6,64 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 16.001 | -8,99 | 941 | -8,91 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 9.885 | -24,66 | 578 | -24,94 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 14.464 | -12,61 | 850 | -12,46 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 45.918 | -22,92 | 2.699 | -22,80 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5.262 | -29,91 | 309 | -29,13 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 4.459 | -43,49 | 262 | -43,41 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 10.856 | -83,17 | 638 | -83,14 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 44.381 | -14,76 | 2.609 | -14,63 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 9.273 | -6,07 | 545 | -5,87 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 23.241 | -5,68 | 1.366 | -5,53 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 94.176 | -5,93 | 5.536 | -5,79 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10.866 | -0,21 | 639 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 2.618.804 | -41,72 | 153.933 | -41,63 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 34.354 | -5,94 | 2.019 | -5,79 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 17.914 | -14,70 | 1.053 | -14,61 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 15.438 | -2,69 | 907 | -2,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 375.452 | -0,27 | 22.069 | -0,12 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 7.679 | -8,84 | 451 | -8,70 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 29.129 | -7,61 | 1.712 | -7,46 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 57.358 | -18,88 | 3 | -25,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.660 | -21,36 | 273 | -21,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 664.073 | -3,07 | 39.034 | -2,92 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 22.579 | -1,45 | 1.327 | -1,26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26.386 | -16,23 | 1.551 | -16,13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826.487 | -19,20 | 48.581 | -19,08 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34.170 | -9,04 | 2.009 | -8,89 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.222 | -20,82 | 366 | -20,82 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 70.038 | -0,67 | 4.117 | -0,53 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60.904 | -4,13 | 3.580 | -4,00 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Sepio Capital, LP | 17.741 | -0,36 | 1.043 | -0,19 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Seven Mile Advisory | 29.241 | -25,18 | 1.719 | -25,08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 176.334 | -1,96 | 10.365 | -1,81 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 4.875 | -13,33 | 287 | -13,33 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 171.084 | -9,45 | 10 | -9,09 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 432 | -5,05 | 25 | -3,85 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6.570 | -0,67 | 386 | -0,52 | ||||
| 2025-08-05 | 13F | Burney Co/ | 11.781 | -51,91 | 692 | -51,84 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 10.351 | -4,39 | 608 | -4,25 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 97.342 | -5,69 | 5.722 | -5,55 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 207 | -34,29 | 12 | -33,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6.287 | -30,84 | 370 | -30,77 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 32.741 | -1,42 | 1.925 | -1,28 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 48.860 | -19,91 | 2.872 | -19,80 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.476 | -6,50 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9.992 | -90,66 | 587 | -90,65 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9.535 | -12,86 | 560 | -12,77 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 375.608 | -1,18 | 22.078 | -1,03 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95.620 | -72,58 | 6 | -75,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4.039 | -47,51 | 237 | -47,45 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.922 | -50,97 | 113 | -51,30 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 20.437 | -4,55 | 1.201 | -4,38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 304.709 | -2,60 | 17.911 | -2,46 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3.693 | -4,10 | 217 | -3,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 342.118 | -1,87 | 20 | 0,00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 220.398 | -33,56 | 12.955 | -33,46 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 3.776 | -4,53 | 222 | -4,74 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 46.388 | -9,99 | 2.713 | -9,99 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 38.602 | -0,35 | 2.269 | -0,18 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.166 | -9,96 | 771 | -10,26 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 443.934 | -1,80 | 26.094 | -1,65 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 34.912 | -2,13 | 2.052 | -1,96 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 54.856 | -0,45 | 3.224 | -0,31 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14.570 | -1,95 | 1 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 25.606 | -16,10 | 1.505 | -15,97 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 | -96,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1.053 | -47,30 | 62 | -47,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 477.030 | -39,31 | 28.040 | -39,21 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 157.964 | -0,69 | 9.285 | -0,54 | ||||
| 2025-05-13 | 13F | Stokes Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 5.502 | -4,16 | 323 | -3,87 | ||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 82.714 | -48,51 | 4.862 | -48,44 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 63.895 | -1,19 | 3.756 | -1,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 288.779 | -57,60 | 16.974 | -57,53 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 9.045 | -98,36 | 532 | -98,36 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 50.064 | -7,57 | 3 | -33,33 | ||||
| 2025-04-10 | 13F | Garrett Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | 512.714 | -1,87 | 30.137 | -1,72 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2.986 | -7,75 | 176 | -7,41 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 201.331 | -25,14 | 11.834 | -25,03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 71.619 | -22,19 | 4.210 | -22,08 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 213.583 | -27,45 | 12.554 | -27,32 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 3.961 | -22,01 | 233 | -22,15 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 36.710 | -12,27 | 2.158 | -12,14 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33.606 | -42,07 | 1.975 | -41,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 697.962 | -9,30 | 41.026 | -9,16 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32.740 | -5,92 | 1.924 | -5,78 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 19.751 | -16,99 | 1.161 | -16,91 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 12.280 | -1,12 | 722 | -0,96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 83.293 | -10,46 | 4.896 | -10,33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 62.652 | -0,50 | 3.683 | -0,35 | ||||
| 2025-05-14 | 13F | Gitterman Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6.388 | -0,47 | 375 | -0,27 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 12.141 | -8,94 | 713 | -8,82 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 118.748 | -67,54 | 6.980 | -67,49 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 43.662 | -2,34 | 2.566 | -2,17 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 5.879 | -7,34 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8.277 | -0,31 | 485 | -0,62 | ||||
| 2025-05-14 | 13F | Global Value Investment Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 86.860 | -17,56 | 5.106 | -17,43 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.128 | -17,60 | 66 | -17,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.834 | -13,37 | 402 | -12,45 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 185.320 | -0,87 | 10.893 | -0,71 | ||||
| 2025-07-24 | 13F/A | Mraz, Amerine & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1.251.534 | -14,10 | 74 | -14,12 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 173.914 | -2,57 | 10.223 | -2,42 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4.236 | -31,90 | 249 | -32,05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 39.801 | -78,89 | 2.339 | -78,87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 361.126 | -65,42 | 21 | -65,57 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 91.603 | -15,04 | 5.384 | -14,92 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3.892 | -18,65 | 229 | -18,57 | ||||
| 2025-08-14 | 13F | Marshfield Associates | 17.638 | -34,35 | 1.037 | -34,26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 460 | -96,67 | 27 | -96,67 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 61.650 | -4,57 | 3.624 | -4,43 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 59.459 | -17,49 | 3.495 | -17,36 | ||||
| 2025-05-14 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Orcam Financial Group | 19.254 | -0,80 | 1.132 | -0,70 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 12.932 | -1,41 | 759 | -0,66 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 636.098 | -14,33 | 37.390 | -14,13 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 54.165 | -8,26 | 3.184 | -8,14 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 126.872 | -18,49 | 7.458 | -18,37 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10.846 | -0,04 | 638 | 0,16 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 100 | -80,51 | 6 | -83,33 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 5.504 | -28,09 | 324 | -28,06 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1.430 | -7,26 | 84 | -6,67 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 12.330 | -9,57 | 725 | -9,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 120.732 | -1,89 | 7.097 | -1,74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2.353 | -17,61 | 138 | -17,37 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | State Street Corp | 4.150.000 | -7,78 | 243.937 | -7,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 47.608 | -2,83 | 2.798 | -2,68 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 86.730 | -30,15 | 5.098 | -30,04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9.447 | -38,23 | 555 | -38,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 244.490 | -75,56 | 14.371 | -75,53 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 106.230 | -68,33 | 6.244 | -68,28 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.761 | -28,01 | 515 | -27,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 314.356 | -0,18 | 18.478 | -0,03 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 30.682 | -0,57 | 1.795 | -0,77 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 36.315 | -8,72 | 2.135 | -8,61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 258.971 | -2,40 | 15.222 | -2,25 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 49.145 | -0,92 | 2.889 | -0,79 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 134.187 | -2,73 | 7.888 | -2,58 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 20.219 | -13,09 | 1.188 | -12,97 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 11.919 | -1,28 | 701 | -1,13 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 8.452 | -0,47 | 497 | -0,40 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10.202 | -13,35 | 600 | -13,31 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 107.795 | -13,71 | 6.336 | -13,57 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-29 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 237.388 | -0,20 | 13.954 | -0,05 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 84.201 | -4,36 | 4.942 | -4,37 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3.748 | -68,97 | 220 | -68,93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 125.747 | -8,13 | 7.391 | -7,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 419.170 | -0,85 | 24.639 | -0,70 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 301.650 | -8,20 | 17.731 | -8,06 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 45.816 | -4,26 | 2.693 | -4,10 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 119.632 | -26,88 | 7.032 | -26,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 21.218 | -18,97 | 1.247 | -18,82 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 242.378 | -64,28 | 14.247 | -64,23 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8.039 | -28,59 | 473 | -28,48 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 4.983 | -0,18 | 293 | 0,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 157.913 | -12,68 | 9.282 | -12,54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.904.542 | -6,27 | 111.949 | -6,13 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 15.393 | -3,58 | 905 | -3,42 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 4.049 | -3,04 | 238 | -3,27 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9.951 | -5,82 | 585 | -5,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 638.534 | -36,68 | 37.518 | -36,61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 314.278 | -68,58 | 18.473 | -68,53 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 7.300.821 | -3,12 | 429.142 | -2,97 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 45.034 | -4,93 | 2.647 | -4,78 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 740.377 | -1,08 | 43.519 | -0,92 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 23.501 | -1,75 | 1.381 | -1,57 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 4.601 | -21,71 | 270 | -21,51 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 22.149 | -20,50 | 1.302 | -20,43 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 675.278 | -13,43 | 39.693 | -13,29 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 33.146 | -13,18 | 2.635 | 17,63 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 84.454 | -0,84 | 4.963 | -0,68 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 230.818 | -3,20 | 13.567 | -3,05 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4.173 | -52,88 | 245 | -52,79 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 26.711 | -39,48 | 1.570 | -39,38 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 17.846 | -0,39 | 1.049 | -0,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 159.492 | -16,81 | 9.375 | -16,68 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 245.464 | -3,39 | 14.428 | -3,25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9.407 | -5,68 | 1 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 108.920 | -40,28 | 6.402 | -40,19 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 900 | -4,86 | 53 | -5,45 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 14.364 | -49,55 | 844 | -49,49 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 123.018 | -3,51 | 7.231 | -3,37 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2.315 | -3,50 | 136 | -2,86 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9.432 | -15,90 | 554 | -15,81 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 59 | -55,30 | 3 | -57,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 508.478 | -9,01 | 29.721 | -9,38 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 14.726 | -39,53 | 866 | -39,47 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 17.481 | -21,47 | 1.028 | -21,36 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 37.109 | -14,76 | 2.181 | -14,60 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 33.187 | -3,49 | 1.948 | -2,65 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4.929 | -14,41 | 290 | -14,24 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3.604 | -6,75 | 0 | |||||
| 2025-04-30 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7.588 | -86,08 | 446 | -86,05 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7.216 | -10,00 | 424 | -9,98 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 16.397 | -10,35 | 964 | -10,25 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 33.132 | -34,30 | 1.948 | -34,20 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.902.706 | -7,00 | 111.841 | -6,86 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.116.900 | -35,61 | 65.651 | -35,52 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 15.643 | -9,69 | 920 | -9,55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 69.997 | -10,25 | 4.114 | -10,12 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 995 | -46,22 | 58 | -46,30 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 27.130 | -14,19 | 1.595 | -14,07 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 113.552 | -7,36 | 6.675 | -7,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.951 | -86,46 | 232 | -86,45 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 76.983 | -10,36 | 4.525 | -10,22 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9.197 | -58,73 | 541 | -58,72 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 73.119 | -4,70 | 4.298 | -4,57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 348.060 | -2,51 | 20.459 | -1,18 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 | -99,92 | 3 | -99,93 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 78.941 | -20,43 | 4.633 | -19,72 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 50.413 | -3,89 | 2.963 | -3,74 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 22.922 | -11,12 | 1.345 | -10,33 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | -93,33 | 0 | |||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3.556 | -6,37 | 209 | -5,86 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.038.812 | -12,99 | 119.840 | -12,85 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5.436 | -2,30 | 320 | -2,15 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7.358 | -4,23 | 433 | -4,00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21.063 | -44,82 | 1.238 | -44,73 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4.543 | -8,63 | 267 | -8,25 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1.330 | -4,39 | 78 | 20,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 44.893 | -6,18 | 2.639 | -6,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10.899 | -32,82 | 641 | -32,77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10.090 | -24,22 | 593 | -24,07 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 37.476 | -14,85 | 2.203 | -14,72 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 33.196 | -14,30 | 1.951 | -14,17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34.186 | -48,49 | 2.009 | -48,57 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 281 | -89,47 | 17 | -89,74 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 14.551 | -26,19 | 855 | -26,10 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 342.814 | -1,09 | 20.151 | -0,94 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 185.835 | -14,12 | 10.890 | -14,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69.656 | -86,61 | 4.094 | -86,59 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 14.326 | -42,33 | 845 | -42,07 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 172.814 | -5,50 | 10.115 | -5,79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9.990 | -17,03 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17.741 | -5,15 | 1.043 | -5,01 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10.641 | -18,11 | 625 | -17,44 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 20.667 | -13,85 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29.716 | -68,71 | 1.740 | -68,78 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 57.716 | -3,83 | 3.393 | -3,69 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9.377 | -19,69 | 551 | -19,56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 5.125 | -26,76 | 301 | -26,59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22.481 | -2,85 | 1.316 | -3,09 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 817 | -12,99 | 48 | -12,96 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31.081 | -6,80 | 1.827 | -6,69 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 65.137 | -7,32 | 4 | -25,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.944 | -29,99 | 585 | -29,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 14.821 | -80,89 | 871 | -80,87 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3.993 | -38,38 | 235 | -38,42 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 70.805 | -1,82 | 4.162 | -1,68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 126.846 | -0,95 | 7.456 | -0,80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.352.002 | -41,73 | 1.490.191 | -41,64 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 710.783 | -3,42 | 41.780 | -3,28 | ||||
| 2025-04-16 | 13F | HMV Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 12.288 | -1,17 | 722 | -0,96 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 7.015 | -0,57 | 412 | -0,48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1.232.859 | -3,36 | 72.468 | -3,14 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 54.246 | -7,42 | 3.189 | -7,27 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42.718 | -5,51 | 2.511 | -5,39 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 127.642 | -3,11 | 7.503 | -2,96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4.531 | -24,82 | 266 | -24,65 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 25.884 | -4,20 | 1.521 | -4,04 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26.568 | -8,21 | 1.562 | -8,07 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6.246 | -43,45 | 367 | -43,36 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5.884 | -13,88 | 346 | -13,75 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 22.259 | -1,56 | 1.308 | -1,43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15.847 | -34,11 | 932 | -33,97 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 23.377 | -3,20 | 1.374 | -3,03 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2.043.482 | -0,11 | 120 | 0,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2.750.000 | -11,29 | 161.645 | -11,15 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3.442 | -11,36 | 202 | -11,01 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11.030 | -2,55 | 648 | -2,41 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Allianz Se | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 5.284 | -8,52 | 310 | -8,01 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 78.121 | -8,36 | 4.592 | -8,75 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 663.193 | -2,53 | 38.982 | -2,38 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 23.213 | -6,67 | 1.362 | -5,87 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3.162.507 | -2,41 | 185.892 | -2,26 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 95.144 | -3,92 | 5.593 | -3,79 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 28.025 | -0,36 | 1.647 | -0,18 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 31.384 | -0,14 | 1.845 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 390 | -5,80 | 23 | -8,33 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3.470 | -7,81 | 204 | -7,27 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 519.889 | -7,86 | 31 | -9,09 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 139.929 | -10,21 | 8.225 | -10,07 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13.849 | -13,59 | 1 | |||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 88.728 | -3,48 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 19.812 | -29,97 | 1.165 | -29,88 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 3.984 | -16,20 | 234 | -16,13 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 18.866 | -50,89 | 1.109 | -50,84 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4.282.925 | -1,55 | 251.750 | -1,40 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11.825 | -38,93 | 693 | -39,00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3.572 | -18,86 | 210 | -18,99 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 7.519 | -0,13 | 442 | 0,00 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 3.410 | -47,13 | 200 | -46,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 316.189 | -1,50 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2.321.017 | -2,06 | 136.429 | -1,91 | ||||
| 2025-08-01 | 13F | Motco | 169 | -79,26 | 10 | -80,85 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 6.551 | -16,06 | 385 | -15,94 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1.208 | -17,49 | 71 | -16,47 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 10.928 | -0,05 | 642 | 0,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658.087 | -4,08 | 38.682 | -3,93 | ||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 29.686 | -9,48 | 1.745 | -9,36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 8.459 | -0,01 | 497 | 0,20 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 592 | -21,90 | 35 | -22,73 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 19.747 | -29,45 | 1.161 | -29,35 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-04-16 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 14.525 | -22,71 | 854 | -22,60 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 20.202 | -13,31 | 1.187 | -13,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 136.063 | -9,28 | 7.998 | -9,14 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 149.153 | -1,81 | 8.767 | -1,66 | ||||
| 2025-08-12 | 13F | Prudential Plc | 281.964 | -14,78 | 16.574 | -14,66 |
