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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 16.605 | -0,09 | 1.147 | 11,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 37.900 | -3,81 | 2.619 | 7,03 | |||
| 2025-07-30 | 13F | Wbh Advisory Inc | 469.701 | -3,21 | 32.452 | 7,69 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 81.592 | -3,65 | 5.637 | 7,21 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8.639 | -7,65 | 597 | 2,76 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 4.825 | -23,72 | 333 | -15,05 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25.821 | -0,72 | 1.784 | 10,40 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 271.724 | -48,47 | 18.773 | -42,67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92.347 | -1,20 | 6.380 | 9,92 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7.619 | -96,65 | 526 | -96,28 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4.900 | -17,44 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 25.590 | -4,59 | 1.768 | 6,13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 8.058 | -1,70 | 557 | 9,23 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6.935 | -3,96 | 479 | 6,92 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 374.926 | -10,15 | 26 | 0,00 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79.137 | -1,95 | 5.468 | 9,10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Associated Banc-corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 862 | -2,49 | 60 | 9,26 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 3.050 | -18,73 | 211 | -9,87 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 119.653 | -7,18 | 8.267 | 3,26 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 15.771 | -6,16 | 1.090 | 4,41 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 79.868 | -0,50 | 5.518 | 10,71 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255.904 | -3,90 | 17.680 | 6,92 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 13.591 | -22,94 | 954 | -12,88 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 180.202 | -45,18 | 12.450 | -39,21 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8.147 | -11,27 | 563 | -1,40 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7.028 | -3,51 | 486 | 7,30 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14.858 | -58,76 | 1.027 | -54,14 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 609.765 | -6,78 | 42.129 | 3,71 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 18.487 | -1,26 | 1.277 | 9,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126.974 | -5,16 | 8.773 | 5,52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3.001 | -8,51 | 207 | -0,96 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136.574 | -1,42 | 9.436 | 9,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.832 | -23,89 | 127 | -16,00 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 39.326 | -0,38 | 2.717 | 10,85 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21.119 | -2,10 | 1.459 | 8,96 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6.301 | -32,59 | 435 | -25,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | FineMark National Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 45.068 | -1,27 | 3.114 | 9,84 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 736.497 | -2,17 | 51 | 8,70 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2.114 | -0,33 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3.266 | -52,86 | 226 | -47,67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 16.356 | -1,39 | 1.130 | 9,82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6.986 | -11,60 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67.525 | -3,34 | 4.665 | 7,54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80.368 | -22,01 | 5.553 | -13,22 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 11.314 | -0,72 | 782 | 10,47 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60.390 | -4,88 | 4.172 | 5,83 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4.562 | -34,19 | 315 | -26,74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 26.831 | -7,50 | 1.854 | 2,89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6.650 | -1,39 | 459 | 9,81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 79.457 | -3,69 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7.565 | -83,05 | 523 | -81,16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4.214 | -41,58 | 291 | -34,90 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9.726 | -4,36 | 672 | 6,50 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.723 | -17,47 | 257 | -8,21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63.722 | -6,34 | 4.403 | 4,21 | ||||
| 2025-05-08 | 13F | Foster & Motley Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 40.179 | -3,86 | 2.776 | 6,94 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3.089 | -18,62 | 213 | -9,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10.084 | -3,50 | 697 | 7,41 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 197.740 | -9,20 | 13.662 | 1,02 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7.397 | -3,13 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39.060 | -3,60 | 2.699 | 7,23 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 3.248 | -5,66 | 224 | 5,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 547.558 | -2,77 | 38 | 8,82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3.171 | -19,29 | 219 | -10,25 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 72.515 | -8,49 | 5.010 | 1,81 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4.173 | -33,12 | 288 | -25,58 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8.333 | -14,91 | 576 | -5,43 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371.885 | -64,95 | 25.694 | -61,01 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 39.695 | -14,08 | 2.743 | -4,43 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 9.137 | -28,53 | 631 | -20,43 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4.234 | -3,07 | 292 | 7,75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22.404 | -2,40 | 1.548 | 8,56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1.146.169 | -4,21 | 79.189 | 6,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118.164 | -0,69 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 3.497 | -82,53 | 242 | -80,61 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35.436 | -8,72 | 2.448 | 13,54 | ||||
| 2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 35.352 | -3,22 | 2.443 | 7,67 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 37.562 | -9,70 | 2.595 | 0,46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.551 | -62,11 | 245 | -57,83 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 220.811 | -17,78 | 15.256 | -8,53 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 47 | -76,14 | 3 | -75,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14.159 | -2,12 | 978 | 8,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | -92,04 | 42 | -91,14 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3.841 | -59,74 | 265 | -55,24 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 190.921 | -14,63 | 13.191 | -5,02 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 79.771 | -2,65 | 5.511 | 8,31 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 437.738 | -4,19 | 30.243 | 6,59 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 675.414 | -0,72 | 46.664 | 10,45 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12.442 | -13,81 | 860 | -4,13 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6.458 | -0,12 | 446 | 11,22 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6.212 | -0,91 | 426 | 9,51 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6.525 | -5,42 | 451 | 5,14 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 55.288 | -3,88 | 3.820 | 6,94 | ||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 805.929 | -30,44 | 55.682 | -22,61 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45.793 | -1,10 | 3.164 | 10,02 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 613.670 | -0,64 | 42.398 | 10,55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.503.064 | -10,68 | 103.847 | -0,62 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1.922.926 | -1,97 | 132.855 | 9,07 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 37.146 | -0,76 | 2.566 | 10,41 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -21,15 | 3 | -33,33 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564.240 | -2,46 | 38.983 | 8,52 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 42.138 | -53,39 | 2.911 | -48,14 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27.223 | -1,06 | 1.881 | 10,07 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 19.641 | -2,91 | 1.357 | 7,96 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 32.179 | -4,49 | 2.223 | 6,26 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 4.372 | -5,04 | 302 | 5,96 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127.603 | -9,61 | 8.816 | 0,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 15.470 | -21,63 | 1.069 | -12,82 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1.198.578 | -6,74 | 83 | 3,80 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8.061 | -20,50 | 557 | -11,61 | ||||
| 2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171.970 | -11,45 | 10.982 | -7,18 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4.498 | -17,90 | 311 | -8,82 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 11.589 | -3,02 | 801 | 7,82 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 26.836 | -4,04 | 1.854 | 6,80 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 31.031 | -5,30 | 2.144 | 5,36 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 118.347 | -25,43 | 7.349 | -21,42 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 39.576 | -0,09 | 2.734 | 11,18 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11.366 | -0,11 | 785 | 11,19 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30.294 | -0,85 | 2.093 | 10,33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.774 | -1,66 | 0 | |||||
| 2025-04-11 | 13F | Piscataqua Savings Bank | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 11.354 | -0,42 | 784 | 10,73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4.729 | -2,07 | 327 | 9,03 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 15.744 | -1,64 | 1.088 | 9,36 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 35.256 | -5,68 | 2.436 | 4,91 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6.244 | -8,93 | 431 | 1,41 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3.518 | -0,14 | 243 | 11,47 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 69.416 | -18,26 | 4.796 | -9,07 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4.599 | -74,20 | 318 | -71,36 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 21.073 | -2,77 | 1.456 | 8,18 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8.255 | -1,57 | 570 | 9,62 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 935.647 | -1,08 | 64.644 | 10,05 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 4.113 | -5,12 | 284 | 5,58 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 62.806 | -2,60 | 4.339 | 8,37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3.054 | -8,12 | 211 | 1,94 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8.557 | -42,45 | 591 | -35,97 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 4.102 | -8,11 | 283 | 2,17 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15.511 | -27,62 | 1.072 | -19,53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 249.893 | -0,79 | 17.265 | 115.000,00 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3.757 | -97,08 | 260 | -88,15 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 46.044 | -28,74 | 3.181 | -20,71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 78.887 | -10,18 | 5.450 | -0,07 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 458 | -34,48 | 32 | -27,91 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 41.175 | -85,20 | 2.845 | -83,54 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17.572 | -11,35 | 1.219 | -0,89 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 44.796 | -0,52 | 3.095 | 10,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 332.566 | -87,13 | 22.977 | -85,69 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 31.205 | -3,20 | 2.156 | 7,70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24.538 | -35,60 | 1.695 | -28,36 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 59.616 | -0,32 | 4.119 | 10,88 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15.736 | -14,91 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3.247 | -58,17 | 224 | -53,53 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 165.410 | -98,82 | 11.428 | -98,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 19.689 | -22,80 | 1.360 | -14,09 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29.835 | -6,39 | 2.061 | 4,14 | ||||
| 2025-04-10 | 13F | Salvus Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491.534 | -6,93 | 33.960 | 3,55 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32.026 | -87,32 | 2.213 | -85,90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 27.156 | -10,98 | 1.818 | -2,83 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83.200 | -18,73 | 5.748 | -9,58 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5.583 | -7,54 | 386 | 2,94 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 122.356 | -5,85 | 8.454 | 4,75 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 221.101 | -1,41 | 15.276 | 9,69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 43.120 | -0,44 | 2.979 | 10,78 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41.125 | -50,43 | 2.920 | -44,96 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9.928 | -0,51 | 617 | 4,76 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14.835 | -8,50 | 1.025 | 1,79 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3.144 | -38,38 | 217 | -31,33 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5.376 | -17,76 | 371 | -8,40 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 135.255 | -0,89 | 9.345 | 10,27 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 27.929 | -1,05 | 1.930 | 10,35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.221 | -3,76 | 361 | 7,14 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 14.669 | -2,00 | 1.013 | 9,04 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 33.384 | -89,33 | 2.307 | -88,13 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 | -99,73 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3.892 | -17,03 | 269 | -7,90 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14.885 | -42,37 | 1.028 | -35,87 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 12.301 | -12,15 | 850 | -2,30 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286.051 | -0,10 | 19.763 | 11,15 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40.613 | -1,87 | 2.806 | 8,97 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 728.335 | -0,16 | 50.321 | 11,08 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 374.210 | -0,93 | 25.854 | 10,22 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 527.241 | -12,36 | 36.427 | -2,49 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19.579 | -23,20 | 1 | 0,00 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 142.393 | -0,06 | 8.843 | 5,32 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | -82,73 | 7 | -81,08 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671.100 | -4,74 | 42.856 | -0,14 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3.923 | -4,60 | 244 | -2,80 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67.546 | -5,75 | 4.667 | 4,85 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 280.781 | -4,10 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 30.438 | -5,30 | 2.103 | 5,36 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 171.012 | -2,06 | 11.737 | 12,97 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 51.855 | -0,26 | 3.583 | 10,97 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47.374 | -1,97 | 3.273 | 9,06 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6.086 | -35,34 | 420 | -28,08 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 7.235 | -5,24 | 500 | 5,27 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9.114 | -45,68 | 630 | -39,58 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 7.221 | -21,26 | 499 | -12,48 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2.915 | -22,43 | 201 | -13,73 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9.414 | -33,71 | 650 | -26,22 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 3.552 | -2,84 | 245 | 7,93 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 3.972 | -23,25 | 274 | -14,64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 46.556 | -0,75 | 3.217 | 10,44 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4.443 | -7,82 | 307 | 2,34 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 594.712 | -2,20 | 36.932 | 3,06 | ||||
| 2025-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 25.457 | -22,09 | 1.766 | -9,94 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 37.823 | -3,85 | 2.628 | 7,62 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 425.514 | -2,73 | 29.399 | 8,22 | ||||
| 2025-08-14 | 13F | Aperture Investors, LLC | 339.093 | -8,64 | 23.428 | 1,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13.216 | -28,19 | 911 | -20,87 | ||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 62.437 | -3,81 | 4.314 | 7,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 233.288 | -1,17 | 16.118 | 9,95 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Columbia Asset Management | 27.692 | -3,45 | 1.913 | 7,41 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6.981 | -18,17 | 482 | -8,88 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 307.923 | -7,68 | 21.274 | 2,71 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 30.399 | -0,36 | 2.100 | 10,88 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2.964 | -73,46 | 205 | -70,56 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 30.575 | -0,45 | 2.112 | 10,75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.076 | -39,04 | 420 | -32,20 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 5.686 | -0,05 | 393 | 11,05 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 491 | -86,92 | 30 | -86,43 | ||||
| 2025-08-07 | 13F | Axiom International Investors Llc /de | 23.800 | -25,62 | 1.644 | -17,26 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1.076.225 | -1,27 | 74.668 | 12,26 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 827.388 | -24,59 | 57.164 | -16,11 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 594.068 | -3,85 | 41.044 | 6,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10.891 | -4,52 | 752 | 6,21 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 241.641 | -2,11 | 16.695 | 8,91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 40.652 | -0,43 | 2.809 | 10,77 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 812.868 | -5,35 | 56.161 | 5,30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17.017 | -8,76 | 1.176 | 1,47 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3.778 | -3,72 | 261 | 7,41 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12.617 | -8,02 | 872 | 2,35 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 23.068 | -12,01 | 1.594 | -2,15 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 902 | -6,04 | 56 | -6,78 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.761 | -47,62 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15.654 | -0,41 | 1.082 | 10,76 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7.802 | -15,50 | 539 | -5,93 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 40.000 | -68,00 | 2.764 | -64,40 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1.147 | -30,32 | 79 | -22,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4.698 | -1,14 | 325 | 9,83 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6.618 | -3,49 | 457 | 7,53 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4.493 | -48,30 | 310 | -42,49 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 10.266 | -1,34 | 709 | 9,75 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6.983 | -90,00 | 482 | -88,89 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84.886 | -0,28 | 5.865 | 10,93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9.900 | -7,88 | 684 | 2,40 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6.030 | -28,06 | 417 | -20,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 504 | -6,49 | 35 | 3,03 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 44.294 | -1,03 | 3.060 | 10,11 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8.114 | -2,45 | 561 | 8,53 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4.567 | -7,06 | 324 | 3,18 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9.122 | -92,43 | 630 | -91,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 9.138 | -0,01 | 631 | 11,29 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7.696 | -6,66 | 532 | 3,71 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 37.771 | -2,25 | 2.610 | 8,75 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 75.208 | -0,10 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414.805 | -9,03 | 28.659 | 1,21 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 96 | -96,08 | 7 | -96,05 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1.291.995 | -0,74 | 89.264 | 10,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.781 | -4,97 | 1.302 | 4,41 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18.893 | -33,66 | 1.305 | -26,19 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4.117 | -1,70 | 284 | 9,23 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17.097 | -4,62 | 1.181 | 6,11 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 19.915 | -0,38 | 1.376 | 10,80 | ||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 114.273 | -0,47 | 7.895 | 10,67 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44.847 | -14,11 | 3.098 | -4,44 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16.825 | -12,26 | 1.162 | -2,35 | ||||
| 2025-07-16 | 13F | Flower City Capital | 8.894 | -0,06 | 614 | 11,23 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72.550 | -4,61 | 5.012 | 6,12 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 7.902 | -0,95 | 546 | 10,10 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 108.794 | -2,46 | 7.517 | 8,52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.186 | -6,90 | 289 | 3,58 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 33.462 | -1,85 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5.110 | -1,77 | 353 | 9,29 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 139.108 | -1,15 | 9.611 | 9,98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.369.256 | -3,97 | 94.602 | 6,84 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15.430 | -1,21 | 1.066 | 10,01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14.769 | -0,53 | 1.020 | 10,75 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 74.768 | -1,04 | 5.166 | 10,10 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 162.947 | -2,13 | 11.258 | 8,89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 1.252.430 | -5,92 | 86.530 | 4,67 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 83.289 | -1,18 | 5.754 | 9,94 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 7.658 | -0,13 | 529 | 11,13 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 7.291 | -4,53 | 504 | 6,12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13.680 | -26,24 | 945 | -17,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95.093 | -1,79 | 6.570 | 9,25 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5.549 | -1,12 | 383 | 10,06 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 23.428 | -4,60 | 1.619 | 6,17 | ||||
| 2025-07-31 | 13F | United Community Bank | 5.948 | -1,98 | 411 | 9,04 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Optas, LLC | 126.694 | -50,00 | 8.753 | -44,37 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.863 | -35,49 | 129 | -28,49 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 107.136 | -1,12 | 7.402 | 10,02 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 164.721 | -5,62 | 11.381 | 5,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716.214 | -0,72 | 49.483 | 10,46 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 38.625 | -2,47 | 2.669 | 8,50 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3.397 | -35,01 | 235 | -27,78 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8.249 | -4,10 | 570 | 6,55 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 115.062 | -56,06 | 7.950 | -51,11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63.888 | -11,83 | 4.414 | -2,17 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13.978 | -11,06 | 966 | -1,03 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 25.150 | -9,04 | 1.738 | 1,16 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5.734 | -1,90 | 391 | 14,66 | ||||
| 2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28.145 | -32,02 | 1.945 | -24,35 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 98.730 | -3,07 | 6.821 | 7,84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13.442 | -0,33 | 929 | 10,87 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7.446 | -3,81 | 514 | 7,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12.554.381 | -0,62 | 867.382 | 10,57 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | -15,50 | 38 | -5,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5.102 | -81,47 | 352 | -79,40 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 400 | -87,58 | 28 | -86,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | -71,19 | 1 | -66,67 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3.888 | -16,30 | 269 | -6,94 | ||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 640.489 | -5,38 | 44.251 | 5,27 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 619 | -23,30 | 43 | -16,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41.624 | -1,01 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | -26,34 | 24 | -20,69 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184.268 | -28,46 | 12.731 | -20,40 | ||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 8.209 | -4,32 | 567 | 6,58 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29.674 | -0,87 | 2.050 | 10,33 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7.659 | -16,43 | 529 | -7,03 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7.997 | -5,20 | 553 | 5,54 | ||||
| 2025-08-13 | 13F | Capital World Investors | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4.570 | -1,78 | 316 | 9,38 | ||||
| 2025-04-30 | 13F | Rock Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35.756 | -43,85 | 2.470 | -37,53 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Avalon Advisory Group | 34.614 | -0,07 | 2.391 | 11,16 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4.417 | -9,26 | 305 | 0,99 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 31.951 | -0,33 | 2.207 | 10,90 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Capital International Investors | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172.901 | -50,92 | 11.972 | -45,28 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 1.463.993 | -0,16 | 101.147 | 11,08 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 18.371 | -15,26 | 1.269 | -5,72 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 34.979 | -0,45 | 2.417 | 10,77 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16.631.183 | -30,40 | 1.149.048 | -22,56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3.285 | -6,62 | 227 | 3,67 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 67.513 | -61,55 | 4.664 | -57,22 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8.934 | -32,10 | 617 | -24,48 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 7.056 | -2,35 | 487 | 8,71 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 583 | -91,19 | 40 | -90,27 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 438.873 | -24,36 | 30.322 | -15,85 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4.943 | -0,12 | 342 | 11,07 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12.097 | -1,38 | 836 | 9,72 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 13.223 | -43,06 | 914 | -36,69 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 11.084 | -21,77 | 766 | -13,07 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2.897 | -74,08 | 200 | -71,18 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 19.539 | -6,21 | 1.350 | 4,33 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10.756 | -0,39 | 743 | 10,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32.276 | -1,35 | 2.230 | 9,75 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 185.958 | -33,68 | 13 | -29,41 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69.961 | -5,77 | 4.834 | 4,84 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 93.305 | -4,49 | 6.446 | 6,26 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 32.360 | -0,57 | 2.236 | 10,59 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5.690 | -11,26 | 393 | -1,26 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 43.438 | -50,98 | 3.001 | -45,46 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12.242 | -2,86 | 846 | 8,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71.200 | -29,15 | 4.919 | -21,18 | |||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 37.649 | -7,83 | 2.601 | 2,56 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 353.448 | -0,92 | 24.411 | 10,23 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 272.089 | -2,46 | 18.799 | 8,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.596.824 | -4,12 | 110.349 | 6,70 | ||||
| 2025-07-16 | 13F | Novem Group | 19.501 | -3,37 | 1.347 | 7,50 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 615.000 | -15,83 | 42.490 | -6,36 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 7.343 | -2,50 | 507 | 8,57 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15.518 | -1,26 | 1.072 | 9,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 72.413 | -1,04 | 5.003 | 10,10 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12.448 | -0,38 | 860 | 10,82 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 456.554 | -0,98 | 31.543 | 10,17 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 4.245 | -8,61 | 293 | 1,74 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3.493 | -1,41 | 241 | 9,55 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 36.674 | -2,10 | 2.534 | 8,90 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12.621 | -14,88 | 872 | -5,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 73.843 | -5,57 | 5.102 | 5,05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 465.038 | -8,78 | 32.129 | 1,48 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 552.247 | -2,03 | 38.155 | 9,00 | ||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.603 | -29,37 | 249 | -20,51 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52.467 | -1,19 | 3.625 | 9,92 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5.492 | -9,25 | 379 | 1,07 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 44.202 | -1,47 | 3.054 | 9,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.409.537 | -0,22 | 443 | 11,06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 57.158 | -2,17 | 3.949 | 8,85 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4.551 | -0,20 | 314 | 10,95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1.710.919 | -4,82 | 118.207 | 5,90 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 54.831 | -4,01 | 3.788 | 6,79 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11.014 | -6,10 | 761 | 4,40 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6.425 | -1,15 | 444 | 9,93 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65.878 | -2,26 | 4.552 | 14,58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 747.101 | -0,50 | 51.617 | 10,70 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2.238 | -72,82 | 155 | -69,86 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29.660 | -4,71 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 103 | -89,30 | 7 | -88,14 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6.609 | -74,98 | 457 | -72,20 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25.454 | -7,01 | 1.759 | 3,47 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 82.260 | -6,55 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 401.071 | -0,44 | 27.710 | 10,77 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5.955 | -2,46 | 411 | 8,44 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14.715 | -0,15 | 1.017 | 11,04 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5.525 | -1,43 | 343 | 3,94 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18.061 | -57,14 | 1.248 | -52,33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 3.052 | -17,60 | 211 | -8,70 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63.670 | -3,66 | 4.399 | 7,16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8.847 | -91,12 | 611 | -90,12 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 13.241 | -2,93 | 1 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.127 | -4,36 | 285 | 6,74 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 41.318 | -0,59 | 2.855 | 10,58 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | -42,34 | 52 | -36,25 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1.931 | -13,56 | 133 | -3,62 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 25.183 | -0,91 | 1.740 | 10,20 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3.165 | -17,88 | 219 | -8,79 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12.901 | -0,08 | 892 | 18,17 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11.496 | -1,34 | 794 | 9,82 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 |
