Proprietà istituzionale e dei fondi - Venditori
Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Citizens & Northern Corp | 161.211 | -0,43 | 5.778 | 8,16 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1.283.341 | -1,91 | 45.995 | 6,56 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7.143 | -6,35 | 256 | 2,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 301.919 | -0,66 | 11.180 | 11,51 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 49.839 | -4,07 | 1.786 | 4,20 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9.490 | -1,67 | 340 | 6,92 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 315.289 | -2,71 | 11.300 | 5,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 150.282 | -3,83 | 5.386 | 4,50 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1.860.710 | -2,26 | 66.688 | 1,27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.946.463 | -1,75 | 141.441 | 6,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 53.267 | -19,59 | 1.902 | -12,48 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 83.354 | -22,10 | 2.987 | -15,38 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 67.138 | -1,87 | 2.215 | -6,42 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5.357.309 | -3,78 | 192.006 | 4,54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 15.115 | -2,97 | 542 | 5,46 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7.310 | -0,05 | 262 | 8,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 125.976 | -0,97 | 4.670 | 14,38 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3.156.100 | -5,00 | 113.115 | 3,21 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 184.367 | -0,06 | 6.608 | 8,58 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 246.866 | -0,43 | 8.848 | 8,18 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1.160.868 | -2,84 | 41.606 | 5,56 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 899.236 | -6,20 | 32.228 | 1,90 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 13.783 | -4,10 | 494 | 4,01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4.796.300 | -7,82 | 171.900 | 0,14 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 408.444 | -6,19 | 14.639 | 1,91 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 8.043 | -11,06 | 288 | -3,36 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 16.135 | -0,18 | 578 | 8,44 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 60.331 | -16,95 | 2.162 | -9,77 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 532.678 | -15,14 | 19.091 | -7,81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 202.064 | -0,36 | 7.452 | 13,60 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 401.502 | -50,15 | 14.390 | -45,85 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 642.464 | -6,59 | 24 | 4,55 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30.034 | -13,57 | 1.076 | -6,11 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2.104 | -3,57 | 75 | 5,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 319.580 | -0,16 | 11.847 | 18,92 | ||||
| 2025-05-12 | 13F | Lathrop Investment Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20.935 | -62,21 | 750 | -58,95 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 26.090 | -21,63 | 935 | -14,85 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 119.877 | -0,17 | 4.296 | 8,46 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 111.409 | -3,27 | 4.016 | 13,83 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.094.600 | -3,06 | 146.750 | 5,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.676.775 | -2,86 | 60.096 | 5,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7.129 | -2,70 | 256 | 5,37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46.082 | -1,74 | 1.652 | 6,72 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 18.923 | -1,14 | 678 | 7,45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 453.591 | -1,98 | 16.257 | 6,49 | ||||
| 2025-04-08 | 13F | Fifth Third Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 147.436 | -0,26 | 5.284 | 8,37 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 761.910 | -1,04 | 27.307 | 7,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 438.070 | -12,21 | 15.700 | -4,63 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 134.341 | -7,65 | 4.815 | 0,33 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2.702.281 | -1,68 | 96.850 | 6,82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120.303 | -2,17 | 4.312 | 6,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 809.620 | -0,16 | 29.017 | 8,47 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 112.877 | -22,32 | 4.046 | -15,61 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 110.165 | -6,50 | 3.634 | -10,82 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21.075 | -0,93 | 755 | 7,70 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 96.713 | -2,63 | 3.466 | 5,80 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 1.241.932 | -0,08 | 44.511 | 8,55 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1.623.446 | -2,81 | 53.557 | -7,31 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 209.011 | -5,39 | 7.491 | 2,77 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1.155.766 | -0,79 | 41.423 | 7,78 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 9.941 | -1,87 | 356 | 6,59 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 10.010 | -11,78 | 359 | -4,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314.456 | -0,17 | 11.270 | 8,46 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5.591 | -58,66 | 200 | -55,16 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2.397.655 | -0,52 | 85.932 | 8,08 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 1.671.031 | -17,66 | 59.890 | -10,55 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 2.445.554 | -3,69 | 87.649 | 4,66 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 59.296 | -7,25 | 2.157 | -1,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 100.804 | -0,84 | 3.613 | 7,72 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-06-27 | 13F/A | Goldman Sachs Group Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 180.037 | -20,29 | 6.453 | -17,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8.735.571 | -9,53 | 313 | -1,57 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2.003.861 | -2,62 | 71.818 | 5,79 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 133.473 | -0,63 | 4.784 | 7,94 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9.410 | -23,79 | 337 | -17,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 111.159 | -6,21 | 3.984 | 1,89 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 133.852 | -40,35 | 4.797 | -35,19 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 92.192 | -4,71 | 3.304 | 3,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.523.004 | -2,43 | 126.264 | 6,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 59.446 | -8,14 | 2.131 | -0,19 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15.687 | -11,15 | 562 | -7,87 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 74.766 | -8,11 | 2.680 | -0,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 792.365 | -4,87 | 28.398 | 3,35 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 6.691.927 | -9,35 | 220.767 | -13,54 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 392.507 | -6,19 | 14.067 | 1,92 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11.102 | -0,84 | 398 | 7,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12.649 | -45,95 | 453 | -41,32 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 308.301 | -58,60 | 11.050 | -55,09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1.499.282 | -0,20 | 51.860 | -0,20 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3.156.100 | -5,00 | 113.115 | 3,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1.099.492 | -12,10 | 39.406 | -4,51 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 126.041 | -0,26 | 4.517 | 8,37 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 719.629 | -0,84 | 25.792 | 7,72 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7.794 | -8,19 | 279 | -0,36 | ||||
| 2025-05-14 | 13F | Torno Capital, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 133.227 | -18,77 | 4.775 | -11,76 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15.389 | -6,87 | 552 | 1,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 923.376 | -0,06 | 34.146 | 12,67 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47.864 | -0,90 | 1.715 | 7,66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 521.949 | -1,89 | 18.707 | 6,59 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76.847 | -33,54 | 2.754 | -27,79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12.590 | -0,35 | 451 | 8,41 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 92.836 | -0,70 | 3.327 | 7,88 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 19.902 | -2,24 | 713 | 6,26 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 8.543 | -96,42 | 238 | 126,67 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 8.569 | -28,41 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 418.748 | -5,62 | 15 | 7,14 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 266.269 | -1,21 | 9.543 | 7,33 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 483.878 | -4,64 | 17.342 | 3,60 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 364.936 | -35,89 | 13.078 | -30,32 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.355.240 | -23,87 | 84.412 | -17,29 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 827.618 | -1,50 | 29.662 | 7,01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5.074.660 | -0,97 | 181.876 | 7,58 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 206.134 | -1,31 | 7.388 | 7,21 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 36.091 | -2,76 | 1.294 | 5,64 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 81.092 | -1,76 | 2.906 | 6,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.695.991 | -0,76 | 60.784 | 7,81 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 117.734 | -17,01 | 4.220 | -9,85 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 752.894 | -2,80 | 26.984 | 5,60 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 38.716 | -20,48 | 1.388 | -13,64 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 21.142 | -0,02 | 758 | 8,61 | ||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29.075 | -0,76 | 1.042 | 7,87 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 1.568.588 | -1,60 | 56.218 | 6,90 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12.532 | -33,72 | 449 | -27,93 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 504.616 | -4,57 | 18.085 | 3,67 | ||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 348.025 | -10,13 | 12.473 | -2,36 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21.614 | -27,76 | 775 | -21,58 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 549.710 | -3,45 | 19.702 | 4,89 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 2.496.805 | -0,73 | 89.486 | 7,85 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4.813.209 | -8,71 | 172.505 | -0,82 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 9.090 | -2,47 | 326 | 5,86 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 32.288 | -0,11 | 1.157 | 8,54 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 3.587.028 | -1,79 | 128.559 | 6,69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 45.335 | -4,97 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 50.831 | -0,42 | 1.822 | 8,14 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 67.209 | -0,91 | 2.409 | 7,64 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 9.849 | -6,68 | 353 | 1,15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4.672.759 | -16,74 | 167.472 | -9,55 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 99.799 | -0,59 | 3.292 | -5,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6.252 | -9,04 | 224 | -5,49 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 974.085 | -0,25 | 34.911 | 8,37 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 398.834 | -11,66 | 14.869 | 1,80 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9.784 | -46,32 | 351 | -41,76 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 363.539 | -3,00 | 13.029 | 5,39 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 36.521 | -2,01 | 1.309 | 6,43 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 30.825 | -0,16 | 1.105 | 8,45 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10.065 | -83,49 | 361 | -82,09 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 1.238.291 | -2,30 | 40.851 | -6,82 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 16.249 | -9,52 | 582 | -1,69 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 23.871 | -10,94 | 856 | -3,28 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17.519 | -10,50 | 628 | -2,79 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 123.228 | -0,90 | 4.416 | 7,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15.411 | -49,70 | 552 | -45,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 16.464 | -0,08 | 590 | 8,66 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1.074.687 | -2,08 | 38.517 | 9,84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 675 | -79,22 | 24 | -77,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 56.542 | -6,29 | 2.036 | 2,31 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 87.039 | -5,37 | 3.119 | 2,80 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 660.441 | -2,68 | 23.670 | 5,73 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 98.311 | -0,87 | 3.523 | 7,70 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 222.040 | -1,53 | 7.958 | 6,98 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 248.724 | -0,43 | 8.205 | -5,03 | ||||
| 2025-05-12 | 13F | Truepoint, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 329.939 | -3,20 | 11.825 | 5,17 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9.810 | -7,97 | 352 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.400.504 | -12,59 | 121.874 | -5,04 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1.214.514 | -6,53 | 43.528 | 1,54 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Black Point Wealth Management | 8.044 | -74,19 | 288 | -71,96 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 47.312 | -8,39 | 1.696 | -0,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.513.314 | -0,97 | 164.826 | 9,63 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 36.213 | -0,00 | 1.298 | 8,63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 957.555 | -7,98 | 34.319 | -0,03 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 4.942.183 | -0,46 | 179.154 | 16,93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 301.461 | -14,53 | 10.804 | -7,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 485.254 | -0,79 | 17.392 | 7,78 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 108.121 | -32,74 | 3.875 | -26,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2.212 | -32,40 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 22.555 | -17,75 | 826 | -8,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 140.863 | -3,03 | 5.049 | 5,34 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 258.305 | -1,89 | 9.258 | 6,59 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4.582.188 | -0,22 | 164.226 | 8,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15.559.478 | -4,97 | 557.652 | 3,24 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 14.082 | -0,22 | 505 | 8,39 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2.125.865 | -1,89 | 76.191 | 6,58 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 39.423 | -0,95 | 1.413 | 7,54 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 52.158 | -21,21 | 1.869 | -14,38 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7.936 | -24,30 | 284 | -17,68 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.920.574 | -4,00 | 68.833 | 4,29 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26.094 | -3,77 | 973 | 10,83 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 1.768.165 | -1,56 | 63.371 | 6,95 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 106.346 | -1,81 | 3.811 | 6,66 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 1.507.338 | -0,23 | 54.023 | 8,39 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 141.388 | -0,90 | 5.067 | 7,67 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 57.835 | -15,75 | 2.073 | -8,48 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 703.176 | -23,05 | 25.202 | -16,41 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 389.126 | -1,65 | 13.946 | 6,84 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110.885 | -0,16 | 3.974 | 8,49 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 140.144 | -4,04 | 5.023 | 4,23 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 84.303 | -6,48 | 3.021 | 1,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2.486.567 | -2,95 | 89.118 | 5,44 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18.048 | -8,75 | 647 | -5,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.389.280 | -10,43 | 49.792 | -2,69 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 2.211.526 | -5,83 | 79.261 | 2,31 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5.848 | -62,56 | 210 | -59,42 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16.674 | -22,78 | 598 | -16,15 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 129.865 | -2,00 | 4.654 | 6,47 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 8.924.449 | -3,19 | 319.852 | 5,17 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 67.702 | -60,31 | 2.426 | -56,89 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 7.661 | -5,30 | 275 | 3,01 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25.811 | -30,08 | 925 | -23,99 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 13.777 | -31,68 | 494 | -25,86 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 21.862 | -25,07 | 784 | -18,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4.250.015 | -0,06 | 152.321 | 8,58 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 843.018 | -1,54 | 30.214 | 6,97 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 8.319 | -10,64 | 298 | -2,93 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 28.438 | -4,82 | 1.019 | 3,45 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 16.123 | -16,11 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.135 | -13,42 | 41 | -6,98 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 60.470 | -5,13 | 2.167 | 3,09 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 17.909 | -15,67 | 642 | -8,43 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 82.896 | -0,36 | 2.971 | 8,24 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 496.230 | -7,60 | 17.785 | 0,38 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 160.265 | -0,04 | 5.744 | 8,58 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 50.706 | -17,18 | 1.817 | -10,00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 11.725 | -1,30 | 420 | 7,42 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 49.437 | -4,90 | 1.772 | 3,33 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 467.831 | -7,73 | 17.441 | -4,34 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2.558.691 | -5,83 | 91.703 | 2,31 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5.811 | -11,43 | 208 | -3,70 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 573.587 | -0,99 | 20.557 | 7,56 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 152.934 | -0,04 | 5.481 | 8,60 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 73.686 | -4,05 | 2.641 | 4,22 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 34.729 | -0,01 | 1.245 | 8,65 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 42.116 | -81,60 | 1.509 | -80,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 89.042 | -0,40 | 3.191 | 8,21 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 76.475 | -3,25 | 2.741 | 5,10 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 204.135 | -1,28 | 7.316 | 7,26 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 591.946 | -7,17 | 21.215 | 0,85 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 133.617 | -5,62 | 4.789 | 2,53 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 17.909 | -3,18 | 642 | 5,08 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 14.214 | -2,32 | 509 | 6,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.057 | -48,30 | 181 | -45,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1.124.306 | -0,12 | 40.295 | 8,52 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 299.996 | -3,30 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146.950 | -37,44 | 5.267 | -32,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 845.551 | -0,66 | 30.305 | 7,92 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 222.104 | -15,71 | 7.960 | -8,42 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 106.522 | -11,89 | 3.818 | -4,29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1.848.757 | -10,24 | 66.259 | -2,48 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 181.175 | -3,31 | 6.493 | 5,05 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 81.394 | -0,70 | 2.917 | 7,88 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3.013.823 | -1,02 | 108.015 | 7,53 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 11.399 | -4,11 | 409 | 4,08 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11.193 | -14,78 | 401 | -7,39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Atwater Malick LLC | 72.714 | -3,48 | 2.606 | 4,87 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 1.370.394 | -2,55 | 49.115 | 5,87 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 159.757 | -2,39 | 5.726 | 6,04 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 363.536 | -0,23 | 13.029 | 8,39 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 4.043.598 | -0,82 | 144.923 | 7,75 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 2.645.303 | -5,16 | 94.808 | 3,03 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 9.292 | -2,11 | 333 | 6,39 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 307.505 | -6,60 | 11.021 | 1,46 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 84.490 | -3,50 | 3.028 | 4,85 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6.394.643 | -5,19 | 229.184 | 3,00 | ||||
| 2025-08-08 | 13F | Renasant Bank | 27.916 | -2,50 | 1.001 | 5,93 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7.383.914 | -4,04 | 264.639 | 4,25 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 15.077 | -17,79 | 540 | -10,15 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 27.866 | -8,92 | 999 | -1,09 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 47.312 | -8,39 | 1.696 | -0,47 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 281.270 | -82,98 | 10.081 | -81,52 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 1.385.700 | -5,01 | 49.663 | 3,19 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 54.729 | -1,61 | 1.961 | 6,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 579.774 | -3,76 | 21 | 5,26 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 317 | -82,54 | 11 | -81,36 | ||||
| 2025-04-23 | 13F | KG&L Capital Management,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 3.156.100 | -5,00 | 113.115 | 3,21 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 356.198 | -4,44 | 13.172 | 12,44 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 946.921 | -0,04 | 33.938 | 8,59 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20.667 | -1,23 | 741 | 7,25 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.299.720 | -11,54 | 46.582 | -3,90 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 1.176.085 | -4,15 | 42.151 | 4,12 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 37.807 | -1,58 | 1.355 | 6,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1.580.725 | -1,20 | 56.653 | 7,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 238.788 | -1,39 | 8.558 | 7,14 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 970.048 | -6,96 | 34.767 | 1,08 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 789.234 | -76,34 | 27.031 | -76,83 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 848.007 | -5,36 | 30.399 | 2,72 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 700.142 | -0,32 | 25.093 | 8,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60.758 | -7,28 | 2.178 | 0,74 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 18.203 | -3,54 | 652 | 4,82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 11.725 | -1,68 | 420 | 6,87 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 24.193 | -10,39 | 867 | -2,58 | ||||
| 2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 328.093 | -9,40 | 11.759 | -1,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 52.762 | -0,01 | 1.891 | 8,68 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 13.378 | -68,74 | 480 | -66,05 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 182.799 | -0,39 | 6.552 | 8,23 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 59.249 | -0,63 | 2.124 | 7,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 353.940 | -37,20 | 12.685 | -31,78 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 439.082 | -13,07 | 16 | -6,25 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 381.627 | -64,77 | 13.983 | -59,65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 562.836 | -1,96 | 20.285 | 7,10 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 35.127 | -18,67 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 159.276 | -1,24 | 5.708 | 7,29 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 23.908 | -0,14 | 857 | 8,49 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 678.767 | -34,13 | 24.327 | -28,44 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 2.045.117 | -3,15 | 73.297 | 5,22 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 277.841 | -1,12 | 9.958 | 2,45 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7.865.701 | -5,45 | 281.907 | 2,72 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 292.421 | -0,65 | 10.480 | 7,93 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13.956 | -67,72 | 500 | -64,94 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 9.099 | -0,28 | 326 | 8,31 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 13.004 | -5,65 | 466 | 2,64 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 9.660 | -46,16 | 346 | -41,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 725.156 | -1,31 | 25.990 | 7,22 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.319 | -0,97 | 477 | 7,67 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 156.912 | -2,36 | 5.624 | 6,07 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7.927 | -7,36 | 284 | 0,71 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 23.685 | -7,62 | 849 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.264.760 | -18,08 | 116.684 | -11,25 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5.692 | -39,60 | 204 | -34,19 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 13.599 | -12,80 | 487 | -5,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 22.035 | -1,88 | 790 | 6,62 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 38.158 | -44,34 | 1.368 | -39,54 |
