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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Navigoe, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.115.238 | -2,87 | 156.603 | -2,15 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 46.851 | -0,13 | 2.355 | 0,64 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 68.760 | -11,21 | 3.457 | -10,56 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140.069 | -7,25 | 7.041 | -6,56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1.722 | -12,54 | 87 | -12,24 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23.276 | -5,39 | 1.170 | -4,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.372 | -39,69 | 320 | -39,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4.471 | -10,78 | 225 | -10,40 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10.124 | -20,44 | 509 | -19,87 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Architects, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.235 | -1,20 | 62 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 118.095 | -8,16 | 6 | -16,67 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 160.646 | -0,14 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 98.277 | -4,26 | 4.940 | -3,55 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.345 | -7,37 | 68 | -4,29 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5.119 | -2,29 | 257 | -1,53 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 5.088 | -8,14 | 256 | -7,61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18.787 | -6,16 | 944 | -5,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13.776 | -21,83 | 1 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | -47,64 | 5 | -44,44 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 62 | -4,62 | 3 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 38.359 | -3,87 | 1.928 | -3,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11.703 | -1,82 | 588 | -1,01 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 184.918 | -0,48 | 9.296 | 0,26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 22.999 | -0,19 | 1.156 | 0,61 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 50.836 | -3,61 | 2.556 | -2,89 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 309.311 | -1,62 | 15.549 | -0,89 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 56.981 | -0,29 | 2.864 | 0,46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 101.983 | -2,74 | 5.127 | -2,03 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 27.976 | -0,33 | 1.406 | 0,43 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 5.453 | -16,00 | 274 | -15,17 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13.228 | -4,65 | 665 | -4,05 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20.598 | -49,25 | 1.026 | -49,18 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 45.679 | -2,52 | 2.294 | 0,13 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | ETF Store, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 17.008 | -1,39 | 855 | -0,58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 251 | -83,33 | 13 | -84,00 | ||||
| 2025-04-09 | 13F | McLean Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 211.583 | -0,28 | 10.636 | 0,46 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1.223.566 | -31,14 | 61.509 | -30,69 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 7.456 | -75,78 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 8.231 | -1,79 | 414 | -1,20 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5.714 | -2,41 | 286 | -2,40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13.577 | -16,83 | 683 | -16,22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 39.145 | -10,65 | 1.968 | -10,02 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 49.913 | -1,59 | 2.509 | -0,83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 48.949 | -30,20 | 2.461 | -29,69 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 8.536 | -14,03 | 429 | -13,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 180.619 | -11,64 | 9.080 | -10,89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51.478 | -24,19 | 2.587 | -24,00 | ||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 501.973 | -11,12 | 25.234 | -10,46 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11.411 | -70,88 | 574 | -70,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 131.311 | -46,50 | 6.601 | -46,10 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6.189 | -42,07 | 311 | -41,65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 104.154 | -20,45 | 5.236 | -19,87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20.490 | -2,47 | 1.021 | -2,58 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 22.631 | -1,64 | 1.138 | -0,96 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 28.738 | -2,56 | 1.445 | -1,84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 14.596 | -92,88 | 1 | -100,00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 383.581 | -0,33 | 19.283 | 0,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.914 | -10,13 | 247 | -9,19 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 20.535 | -7,37 | 1.032 | -6,69 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18.330 | -8,06 | 921 | -7,34 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2.333 | -4,66 | 117 | -4,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20.781 | -28,98 | 1.045 | -28,49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 84.618 | -2,86 | 4.254 | -2,14 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 18.405 | -1,74 | 925 | -0,96 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.205.264 | -3,09 | 60.589 | -2,37 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-16 | 13F | Five Oceans Advisors | 6.560 | -3,12 | 330 | -2,37 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189.305 | -39,72 | 9.516 | -39,28 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 42.137 | -8,97 | 2.118 | -8,27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13.442 | -0,39 | 676 | 0,30 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 95.897 | -49,46 | 4.821 | -49,09 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 15.825 | -50,64 | 796 | -50,28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42.277 | -17,08 | 2.125 | -16,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9.037 | -23,17 | 454 | -22,53 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16.163 | -19,05 | 812 | -18,47 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11.310 | -71,51 | 569 | -71,31 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 21.569 | -11,65 | 1.084 | -11,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4.004 | -1,72 | 201 | -0,99 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16.065 | -73,05 | 808 | -72,86 | ||||
| 2025-07-10 | 13F | Security National Bank | 86 | -8,51 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 98 | -1,01 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56.177 | -0,56 | 2.824 | 0,18 | ||||
| 2025-08-12 | 13F | Ames National Corp | 86.650 | -6,53 | 4.356 | -5,84 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 24.226 | -3,22 | 1.218 | -2,56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 85.938 | -12,41 | 4.320 | -11,75 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 42.697 | -7,41 | 2.146 | -6,74 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 61.925 | -8,71 | 3.113 | -8,04 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 16.298 | -10,70 | 819 | -10,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.296 | -9,53 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 47.977 | -3,99 | 2.412 | -3,29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 13.516 | -29,19 | 679 | -28,68 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 24.738 | -9,08 | 1.244 | -8,40 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 4.827 | -53,21 | 243 | -52,92 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4.355 | -14,24 | 219 | -13,83 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6.310 | -2,86 | 317 | -2,16 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 95.426 | -5,50 | 4.797 | -4,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40.958 | -11,21 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 46.671 | -4,01 | 2.346 | -3,30 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.083 | -72,57 | 406 | -72,38 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 953 | -8,45 | 48 | -7,84 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 10.325 | -1,16 | 519 | -0,38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3.038 | -7,43 | 0 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 41.556 | -0,97 | 2.089 | -0,24 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 78.820 | -3,28 | 3.926 | -3,44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.055.700 | -40,00 | 53.070 | -39,56 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15.589 | -8,22 | 784 | -7,56 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 30.119 | -10,79 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 22.377 | -5,86 | 1.125 | -5,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 7.176 | -4,85 | 361 | -4,26 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54.038 | -2,64 | 2.716 | -1,91 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 965 | -10,73 | 49 | -9,43 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 37.425 | -1,12 | 1.881 | -0,37 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 443 | -86,63 | 22 | -86,67 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 52.971 | -3,11 | 2.663 | -2,42 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 114.441 | -4,84 | 5.753 | -4,15 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 76.553 | -7,43 | 3.848 | -6,74 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 3.313 | -21,57 | 167 | -18,63 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 635.198 | -1,93 | 31.931 | -1,20 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 317.140 | -0,02 | 15.943 | 0,72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29.236 | -0,35 | 1.470 | 0,34 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 109.699 | -43,57 | 5.515 | -43,15 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 236.184 | -2,71 | 11.873 | -2,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 175.662 | -5,61 | 9 | -11,11 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 53.324 | -3,25 | 2.681 | -2,55 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 49.956 | -0,01 | 2.511 | 0,72 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 259.940 | -0,85 | 13.067 | -0,11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 15.710 | -3,68 | 790 | -2,95 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4.626 | -55,12 | 233 | -54,86 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8.494 | -84,47 | 427 | -84,31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 55.243 | -1,02 | 2.777 | -0,29 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12.666 | -21,32 | 637 | -20,80 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 31.641 | -4,08 | 1.591 | -3,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 741 | -64,88 | 37 | -64,76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14.294 | -27,87 | 719 | -27,33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 57.910 | -0,99 | 2.911 | -0,24 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 413 | -98,48 | 21 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 51.415 | -4,93 | 2.585 | -1,52 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 131.945 | -0,11 | 6.633 | 0,62 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 131.888 | -1,61 | 6.630 | -0,88 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 22.340 | -3,62 | 1.123 | -2,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9.990 | -15,11 | 502 | -14,48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15.883 | -43,10 | 798 | -42,67 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 120.237 | -0,13 | 6.044 | 0,62 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 49.731 | -18,58 | 2.500 | -17,95 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 182.092 | -1,12 | 9.154 | -0,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5.054 | -27,49 | 254 | -27,30 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 41 | -31,67 | 2 | 0,00 | ||||
| 2025-04-14 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 7.405 | -0,92 | 372 | 0,00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 131.982 | -48,44 | 6.635 | -48,07 | ||||
| 2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 83.827 | -7,60 | 4.214 | -6,92 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 69.930 | -5,97 | 3.515 | -5,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13.084 | -80,73 | 658 | -80,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4.146 | -0,79 | 208 | 0,00 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 26.367 | -2,26 | 1.325 | -1,56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 682 | -4,48 | 34 | -2,86 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.306 | -56,57 | 66 | -56,67 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 58.479 | -35,17 | 2.940 | -34,70 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 16.356 | -10,72 | 822 | -10,07 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4.162 | -11,31 | 209 | -10,68 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 44.296 | -0,95 | 2.227 | -0,22 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 38.254 | -5,52 | 1.923 | -0,77 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20.227 | -8,17 | 1.017 | -7,55 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 93.644 | -5,84 | 4.707 | -5,14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 30.216 | -0,14 | 1.519 | 0,60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 78.646 | -22,22 | 3.954 | -21,65 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 690.314 | -1,22 | 34.591 | -1,06 | ||||
| 2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4.508 | -12,16 | 227 | -8,87 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 90.751 | -0,56 | 4.562 | -0,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11.362 | -1,74 | 571 | -0,87 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4.441 | -8,83 | 223 | -8,23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 97.684 | -0,38 | 4.911 | 0,35 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 190.116 | -8,14 | 9.557 | 95.470,00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 54.147 | -16,37 | 2.722 | -15,76 | ||||
| 2025-04-30 | 13F | Optimum Investment Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96.500 | -28,31 | 4.851 | -27,72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10.258 | -85,58 | 514 | -85,58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7.204 | -11,07 | 362 | -10,40 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 359.042 | -9,02 | 18.049 | -8,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 70 | -15,66 | 4 | -25,00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7.095 | -6,37 | 357 | -5,82 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7.563 | -8,45 | 380 | -7,77 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 34.555 | -55,92 | 2 | -66,67 | ||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 22.710 | -6,03 | 1.142 | -5,31 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81.211 | -9,03 | 4.082 | -8,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16.983 | -51,83 | 854 | -51,17 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 851.922 | -1,07 | 42.826 | -0,34 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5.652 | -4,22 | 284 | -3,40 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 333.252 | -1,51 | 16.753 | -0,78 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10.260 | -13,09 | 516 | -12,56 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 63.527 | -3,53 | 3.194 | -2,83 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.259 | -10,46 | 63 | -10,00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 154.058 | -11,94 | 7.744 | -11,28 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 21.492 | -2,80 | 1.080 | -2,09 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27.788 | -1,15 | 1.397 | -0,43 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 14.915 | -3,62 | 750 | -2,98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 67.709 | -63,25 | 3.404 | -62,98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18.581 | -35,75 | 934 | -35,27 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 626.240 | -3,22 | 31.481 | -1,33 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 15.000 | -11,76 | 754 | -11,08 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 40.206 | -9,33 | 2.021 | -7,80 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 52.543 | -3,33 | 2.619 | -3,47 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 11.684 | -15,06 | 587 | -14,43 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4.987 | -0,16 | 248 | 0,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4.518 | -13,23 | 227 | -12,36 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13.078 | -1,38 | 657 | -0,61 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 354.172 | -4,26 | 17.804 | -3,55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 225.052 | -4,64 | 11.313 | -3,93 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 113.016 | -3,28 | 6 | 0,00 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.353.323 | -2,29 | 269.112 | -1,56 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 15 | -98,33 | 1 | -100,00 | ||||
| 2025-04-11 | 13F | Radnor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 9.651 | -5,33 | 485 | -4,34 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1.345 | -6,40 | 67 | -2,90 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4.075 | -34,81 | 205 | -34,41 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1.733.107 | -14,01 | 87 | -13,00 | ||||
| 2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9.686 | -0,67 | 487 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 59.269 | -6,22 | 2.979 | -5,52 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 44.448 | -1,30 | 2.234 | -0,58 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17.930 | -10,08 | 901 | -9,45 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 331.306 | -11,69 | 17 | -11,11 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4.215 | -29,18 | 212 | -28,96 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 8.700.592 | -0,15 | 437.379 | 0,59 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11.972 | -21,38 | 602 | -20,82 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 11.157 | -3,44 | 561 | -2,78 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 495.257 | -0,46 | 24.897 | 0,28 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 122.968 | -2,60 | 6.182 | -1,89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9.216 | -1,58 | 463 | -0,86 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 12.240 | -11,42 | 615 | -9,04 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5.623 | -0,07 | 283 | 0,71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8.790 | -1,35 | 442 | -0,68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33.465 | -7,78 | 1.682 | -7,07 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5.590 | -83,89 | 281 | -83,77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22.564 | -3,65 | 1.129 | -3,67 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2.912 | -1,09 | 146 | 0,00 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 4.653 | -0,41 | 234 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 322.786 | -5,05 | 16.227 | -4,34 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 19.813 | -5,67 | 996 | -5,06 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 766.010 | -20,75 | 38.507 | -20,16 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 289 | -59,47 | 15 | -60,00 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 117 | -55,34 | 6 | -61,54 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6.446 | -0,98 | 324 | 0,00 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 182.988 | -0,17 | 9.199 | 0,57 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 310.288 | -1,80 | 15.598 | -1,07 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 106.868 | -4,25 | 5.372 | -3,54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.708 | -11,17 | 287 | -10,62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 439.854 | -6,34 | 21.931 | -6,13 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 103.839 | -0,84 | 5.220 | -0,11 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6.253 | -24,53 | 314 | -23,97 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 65.079 | -0,58 | 3.272 | 0,15 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 61.959 | -3,66 | 3.092 | -3,44 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 49.031 | -0,65 | 2.453 | -0,37 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 49.550 | -9,89 | 2.491 | -9,22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.638 | -0,24 | 82 | 1,23 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 19.626 | -4,28 | 987 | -3,62 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | -71,43 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 535 | -8,39 | 27 | -10,34 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 435 | -9,19 | 22 | -8,70 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6.604 | -3,45 | 332 | -2,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20.665 | -1,13 | 1.039 | -0,48 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 122.691 | -53,95 | 6.168 | -53,61 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 339.441 | -1,25 | 17.064 | -0,52 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 11.434 | -4,33 | 575 | -3,69 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35.430 | -2,91 | 1.781 | -2,14 |
