Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.152 | -20,03 | 244 | -15,03 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Spider Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 61.130 | -23,01 | 6.920 | -18,28 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1.210.442 | -7,03 | 137 | -1,45 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7.633 | -16,22 | 864 | -11,02 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6.088 | -20,55 | 709 | -10,93 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 7.357 | -35,08 | 833 | -31,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 111.881 | -3,20 | 12.666 | 2,76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 13.253 | -2,23 | 1.500 | 3,81 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 35.924 | -20,90 | 4.067 | -16,04 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 3.095 | -39,50 | 359 | -34,13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2.829 | -3,15 | 320 | 2,89 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 710 | -32,12 | 80 | -27,93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.250 | -18,78 | 142 | -14,02 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 24.067 | -12,93 | 2.725 | -7,60 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 9.733 | -35,17 | 1.038 | -34,51 | ||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 67.429 | -91,21 | 7.634 | -90,67 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 81.877 | -0,48 | 9.269 | 5,65 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15.274 | -0,42 | 1.729 | 5,75 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 262.426 | -14,74 | 29.709 | -9,49 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 3.994 | -3,15 | 452 | 2,96 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 22.413 | -25,92 | 2.539 | -30,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 118.120 | -0,64 | 13.372 | 5,47 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.543.388 | -1,77 | 174.727 | 4,27 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4.323 | -0,80 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1.933 | -18,30 | 219 | -13,49 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4.710 | -18,34 | 533 | -13,33 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 18.060 | -3,91 | 2.045 | 2,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4.917 | -3,32 | 579 | 8,24 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3.460 | -1,14 | 392 | 4,83 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2.321 | -20,08 | 263 | -15,21 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3.669 | -24,88 | 415 | -20,19 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9.854 | -3,44 | 1.116 | 2,48 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 4.812 | -20,03 | 545 | -15,13 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 8.294 | -9,40 | 939 | -3,89 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15.404 | -0,28 | 1.744 | 5,83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4.775 | -56,82 | 541 | -53,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 37.673 | -24,10 | 4.265 | -19,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.706 | -3,57 | 533 | 3,30 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2.600 | -1,52 | 294 | 4,27 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9.244 | -1,99 | 1.046 | 4,08 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 8.136 | -0,95 | 921 | 5,14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 142 | -2,07 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59.887 | -0,77 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33.450 | -48,25 | 3.787 | -45,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17.179 | -42,15 | 1.945 | -38,60 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8.352 | -13,48 | 946 | -8,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.595 | -15,37 | 1.086 | -10,17 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6.013 | -14,16 | 681 | -8,97 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 186 | -29,01 | 21 | -22,22 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6.179 | -9,15 | 700 | -3,59 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 269.991 | -5,51 | 28.886 | -9,06 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15.042 | -6,15 | 1.604 | -5,20 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 119.100 | -3,92 | 13.483 | 1,99 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 40.505 | -16,34 | 4.586 | -10,33 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4.684 | -2,68 | 530 | 3,31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 167 | -13,92 | 19 | -10,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2.282 | -22,22 | 230 | -14,18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6.277 | -41,03 | 711 | -37,44 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 450.119 | -19,01 | 50.958 | -14,03 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 16.240 | -41,06 | 2 | -50,00 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7.758 | -3,75 | 827 | -2,82 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5.436 | -7,27 | 615 | -1,60 | ||||
| 2025-07-29 | NP | FMUEX - Free Market U.S. Equity Fund Institutional Class | 2.601.261 | -15,21 | 278.309 | -18,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 391.393 | -18,78 | 44.310 | -13,78 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 110.089 | -0,05 | 12.463 | 6,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 177.455 | -3,83 | 20 | 5,26 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13.582 | -8,95 | 1.538 | -3,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 128 | -51,15 | 15 | -48,15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13.589 | -0,32 | 1.538 | 5,85 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.108 | -2,66 | 352 | 3,24 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Christopher J. Hasenberg, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Matson Money. Inc. | 2.601.261 | -3,14 | 294.489 | 2,81 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 561 | -0,71 | 64 | 5,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 372.549 | -32,23 | 42.176 | -28,07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 17.499 | -1,13 | 1.981 | 4,98 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 6.305 | -7,75 | 714 | -2,06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2.180 | -23,64 | 0 | |||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 25.811 | -0,68 | 2.922 | 5,45 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2.715 | -16,46 | 307 | -11,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11.616 | -3,32 | 1.315 | 2,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.214 | -2,01 | 1.270 | 4,02 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3.063 | -0,68 | 347 | 5,49 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45.820 | -0,99 | 5.187 | 5,11 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 1.445 | -6,41 | 164 | -0,61 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7.166 | -1,25 | 811 | 4,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.397.313 | -5,84 | 158.190 | -0,05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 32 | -74,19 | 0 | |||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 28.917 | -19,36 | 3.274 | -14,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 396 | -88,71 | 45 | -88,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2.497 | -65,11 | 0 | |||||
| 2025-03-25 | 13F | Life Line Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 101 | -26,81 | 11 | -21,43 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25.019 | -1,80 | 2.832 | 4,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 453.600 | -0,92 | 51.352 | 5,17 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 10.197 | -49,23 | 1.154 | -46,13 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 32.128 | -37,02 | 3.637 | -33,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.318 | -12,63 | 1.055 | -7,30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4.354 | -0,93 | 493 | 5,13 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 5.398 | -59,09 | 611 | -56,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.544 | -9,12 | 175 | -3,87 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7.381 | -6,15 | 836 | -0,36 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16.494 | -4,37 | 1.867 | 1,52 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 3.426 | -23,56 | 388 | -19,04 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10.048 | -9,17 | 1.138 | -3,56 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 24.389 | -22,59 | 2.761 | -17,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.196 | -17,44 | 362 | -12,38 | ||||
| 2025-05-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 20.000 | -72,20 | 2.264 | -70,49 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 69.402 | -8,31 | 7.857 | -2,66 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3.129 | -13,78 | 354 | -8,53 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 2.145 | -0,60 | 243 | 5,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4.620 | -16,47 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 12.649 | -7,48 | 1.432 | -1,85 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2.827 | -0,81 | 320 | 5,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48.313 | -16,03 | 5.470 | -10,86 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4.300 | -0,92 | 487 | 5,19 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16.884 | -5,14 | 1.911 | 0,68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14.659 | -2,55 | 1.660 | 3,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 32.514 | -0,20 | 3.681 | 5,93 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.090 | -12,23 | 576 | -6,80 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 488 | -8,96 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9.419 | -1,58 | 1.066 | 4,51 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 712 | -10,78 | 81 | -5,88 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12.490 | -3,02 | 1.414 | 2,91 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 44.553 | -0,55 | 5.044 | 5,57 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.592 | -32,09 | 859 | -27,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 571.846 | -1,92 | 64.739 | 4,11 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12.530 | -2,64 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 643 | -32,88 | 73 | -29,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16.766 | -1,53 | 1.898 | 4,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.647 | -3,15 | 300 | 3,82 | ||||
| 2025-05-14 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7.430 | -6,07 | 841 | -0,24 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10.162 | -5,72 | 1.150 | 0,09 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1.944 | -18,97 | 220 | -13,73 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 257.223 | -78,85 | 29.120 | -77,55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service | 164.287 | -2,02 | 18.599 | 4,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23.798 | -1,84 | 2.756 | 6,58 | ||||
| 2025-08-13 | 13F | Natixis | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 29.672 | -6,35 | 3.359 | -0,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54.813 | -26,81 | 6.205 | -22,31 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 22.194 | -2,25 | 2.513 | 3,76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 6.002 | -0,45 | 680 | 5,60 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 23.750 | -14,28 | 2.689 | -9,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 231.988 | -13,56 | 26.263 | -8,25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 11.913 | -7,81 | 1.349 | -2,18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.180 | -1,28 | 1.061 | 12,39 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1.494 | -2,29 | 169 | 3,68 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 11.757 | -13,98 | 1.331 | -8,65 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 97.003 | -0,20 | 10.982 | 5,93 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15.658 | -3,45 | 1.773 | 2,49 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 6.896 | -18,83 | 781 | -13,91 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 15.253 | -63,86 | 2 | -75,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4.696 | -4,73 | 532 | 1,14 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 392.213 | -4,47 | 44.402 | 1,41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5.131 | -13,89 | 581 | -8,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.271 | -9,41 | 1.389 | -3,81 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 19.326 | -29,25 | 2.188 | -24,92 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3.825 | -0,03 | 433 | 6,39 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10.204 | -32,99 | 1.155 | -28,88 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 553 | -36,94 | 63 | -33,33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 446 | -6,50 | 50 | 0,00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 30.294 | -6,24 | 3.430 | -0,46 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 69.905 | -64,21 | 7.914 | -62,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.751.866 | -4,45 | 198.329 | 1,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44.714 | -17,52 | 5.062 | -12,44 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2.516 | -0,32 | 285 | 5,58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15.353 | -27,26 | 1.738 | -22,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.223 | -4,61 | 818 | 1,24 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 3.399 | -5,45 | 385 | 0,26 | ||||
| 2025-04-28 | 13F | Capital Investment Counsel, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.114 | -9,51 | 1.145 | -3,94 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 1.828 | -17,92 | 207 | -13,08 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 47.935 | -31,71 | 5.427 | -27,51 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4.117 | -22,03 | 466 | -17,23 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6.064 | -12,89 | 686 | -7,55 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 193.299 | -0,33 | 22 | 5,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service | 298.236 | -2,61 | 33.763 | 3,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.406.621 | -3,33 | 159.244 | 2,61 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 7.112 | -58,37 | 805 | -55,82 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 |
