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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 129.043 | -33,82 | 5.664 | -33,74 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 164.783 | -0,76 | 7.232 | -0,65 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 140 | -61,96 | 6 | -62,50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 52.829 | -21,10 | 2.319 | -21,02 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 23.792 | -21,22 | 1.044 | -21,09 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8.701 | -1,27 | 382 | -1,30 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14.923 | -0,07 | 655 | 0,00 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46.375 | -10,23 | 2.030 | -10,38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 20.053 | -16,23 | 880 | -16,11 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 4.952 | -30,41 | 217 | -30,23 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 163.316 | -8,43 | 7.168 | -8,34 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 707.406 | -2,74 | 31.048 | -2,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57.135 | -23,51 | 2.508 | -23,43 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 34.500 | -67,14 | 1.514 | -67,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 61.209 | -35,27 | 2.683 | -33,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.175.359 | -15,35 | 51.588 | -15,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7.666 | -8,57 | 0 | |||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 26.813 | -15,58 | 1.177 | -13,78 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 30.855 | -32,31 | 1.354 | -32,23 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73.957 | -7,32 | 3.246 | -7,23 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 5.980 | -43,04 | 262 | -43,04 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 43.048 | -7,90 | 1.889 | -6,53 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6.284 | -0,54 | 276 | -0,36 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2.103 | -21,32 | 92 | -21,37 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24.311 | -5,14 | 1.067 | -4,99 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10.707 | -4,86 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 32.226 | -1,76 | 1.414 | -1,67 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 64.039 | -6,00 | 2.811 | -5,89 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 307.040 | -15,43 | 13.476 | -15,34 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 14.889 | -52,48 | 653 | -52,44 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 22.632 | -24,77 | 993 | -24,66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27.149 | -6,74 | 1.192 | -6,66 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12.067 | -9,22 | 530 | -9,11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 116.056 | -52,02 | 5.094 | -51,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 34.236 | -5,48 | 1.503 | -5,36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 45.700 | -30,40 | 2.006 | -30,33 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 35.326 | -0,11 | 1.550 | 0,00 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 204.174 | -30,98 | 9 | -33,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6.303 | -1,22 | 277 | -1,08 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 13.611 | -6,36 | 597 | -6,28 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5.654 | -39,74 | 248 | -39,66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77.864 | -7,87 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 33.010 | -72,50 | 1.449 | -72,48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 285 | -0,70 | 13 | 0,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53.910 | -71,91 | 2.366 | -71,77 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 24.822 | -3,80 | 1.089 | -3,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14.114 | -79,09 | 619 | -79,07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25.559 | -2,72 | 1.122 | -2,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 539.574 | -18,70 | 23.682 | -18,61 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 17.957 | -2,44 | 788 | -2,23 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 23 | -90,91 | 1 | -90,91 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97.205 | -5,68 | 4.266 | -5,56 | ||||
| 2025-08-11 | 13F | Eq Llc | 20.790 | -4,10 | 912 | -4,00 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26.403 | -0,28 | 1.159 | -0,17 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 46.263 | -3,87 | 2.030 | -3,75 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8.271 | -9,79 | 363 | -9,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20.963 | -84,43 | 920 | -84,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 899 | -95,12 | 39 | -95,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.049 | -3,91 | 266 | -2,57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.195 | -70,73 | 272 | -70,77 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 12.856 | -2,90 | 564 | -2,76 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6.364 | -9,87 | 279 | -9,71 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 52.553 | -87,42 | 2.307 | -87,41 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 950 | -94,12 | 42 | -94,21 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7.815 | -0,22 | 343 | 0,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 65.309 | -7,42 | 2.866 | -7,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 76.685 | -3,66 | 3.366 | -3,55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56.906 | -24,39 | 2.498 | -24,31 | ||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 90.823 | -2,70 | 3.986 | -2,59 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17.170 | -3,05 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 860.155 | -8,46 | 38 | -9,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.410.307 | -12,81 | 281.348 | -12,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 132.171 | -4,45 | 6 | -16,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 479.228 | -30,92 | 21.033 | -30,84 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 195.132 | -6,88 | 8.565 | -5,61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 127 | -68,49 | 6 | -70,59 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 136.837 | -1,88 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 42.846 | -7,22 | 1.881 | -7,11 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47.611 | -18,82 | 2.090 | -18,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 51.751 | -3,85 | 2.271 | -3,73 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 77.827 | -67,06 | 3.416 | -67,03 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 209.809 | -2,95 | 9.209 | -2,84 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.503 | -61,37 | 285 | -61,33 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20.201 | -14,86 | 887 | -14,81 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 13.812 | -15,21 | 606 | -15,13 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 43.916 | -3,12 | 1.927 | -3,02 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 58.055 | -0,93 | 2.548 | -0,82 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 5.490 | -29,73 | 241 | -29,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219.408 | -5,46 | 9.630 | -5,36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 471.877 | -3,90 | 20.711 | -3,79 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.939 | -6,73 | 612 | -6,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28.379 | -97,25 | 1 | -97,78 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 9.547 | -14,06 | 419 | -13,96 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.788 | -64,97 | 386 | -64,29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 125.025 | -7,59 | 5.487 | -7,49 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Laraway Financial Inc | 20.739 | -2,64 | 910 | -2,47 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 82.195 | -11,08 | 3.608 | -10,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.133 | -51,31 | 50 | -51,96 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.811 | -11,32 | 123 | -10,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 26.327 | -69,65 | 1.155 | -69,63 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 58.531 | -4,17 | 2.569 | -3,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5.219.670 | -17,32 | 229.091 | -17,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 19.290 | -51,80 | 847 | -51,77 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4.836 | -9,37 | 212 | -9,01 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6.029 | -3,54 | 265 | -3,65 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36.560 | -23,38 | 1.605 | -23,29 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 77.179 | -4,87 | 3.387 | -2,84 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62.129 | -16,67 | 2.727 | -16,59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 824.333 | -13,52 | 36 | -12,20 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7.256 | -0,63 | 318 | -0,62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 297.891 | -49,13 | 13.074 | -49,07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14.029 | -43,79 | 617 | -43,69 | ||||
| 2025-05-01 | 13F | Rik Saylor Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36.050 | -9,37 | 1.582 | -9,24 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 126.401 | -72,02 | 5.548 | -71,99 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 37.391 | -1,41 | 1.641 | -1,26 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9.219 | -23,33 | 405 | -23,34 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 37.897 | -2,83 | 1.663 | -2,69 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 54.336 | -1,44 | 2.356 | -1,42 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3.796 | -96,90 | 167 | -96,91 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 630 | -38,66 | 28 | -38,64 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 17.146 | -66,58 | 753 | -66,55 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9.461 | -85,82 | 415 | -85,81 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4.874 | -98,55 | 214 | -98,55 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 102.169 | -16,98 | 4.484 | -16,89 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 80.306 | -2,18 | 3.525 | -2,08 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18.444 | -6,19 | 809 | -6,04 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 4.938 | -0,56 | 217 | -0,46 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 120.142 | -62,54 | 5.250 | -62,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 50.228 | -17,87 | 2.205 | -17,79 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 6.041 | -12,35 | 265 | -12,25 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 102.625 | -1,28 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Tranquilli Financial Advisor LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7.784 | -5,73 | 342 | -5,54 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 42.512 | -1,46 | 1.866 | -1,37 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 44.001 | -0,94 | 1.931 | -0,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 729.977 | -18,12 | 32.039 | -18,03 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 115.462 | -10,25 | 5.068 | -10,16 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 12.647 | -9,55 | 555 | -9,31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7.177 | -12,34 | 315 | -12,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17.423 | -87,14 | 765 | -87,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43.257 | -59,67 | 1.899 | -59,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 61.514 | -18,69 | 2.700 | -18,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 298.695 | -17,97 | 13.110 | -17,88 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20.568 | -24,21 | 902 | -24,14 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 33.485 | -6,40 | 1.470 | -6,31 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11.898 | -15,97 | 522 | -15,81 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 13.582 | -1,68 | 596 | -1,49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29.051 | -41,54 | 1.275 | -41,46 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 37.564 | -0,85 | 1.649 | -0,72 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 75.656 | -20,91 | 3.321 | -20,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8.488.028 | -9,13 | 372.540 | -9,03 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 56.448 | -4,81 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 351.178 | -30,57 | 15.413 | -30,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 24.048 | -37,19 | 1.055 | -37,13 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 841.875 | -0,17 | 36.950 | -0,06 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30.021 | -4,23 | 1.318 | -4,15 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 15.693 | -23,76 | 689 | -23,73 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46.894 | -81,98 | 2.058 | -81,96 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54.442 | -11,06 | 2.389 | -10,96 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 846.764 | -75,08 | 37.164 | -75,05 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127.081 | -24,29 | 5.564 | -23,09 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 252 | -16,56 | 11 | -15,38 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 8.517 | -11,89 | 374 | -11,82 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 215.435 | -4,88 | 9.455 | -4,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116.494 | -4,31 | 5.113 | -4,22 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15.897 | -2,64 | 698 | -2,52 | ||||
| 2025-07-18 | 13F | Vicus Capital | 11.343 | -70,63 | 498 | -70,63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15.969 | -3,05 | 701 | -2,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.723.404 | -17,14 | 119.530 | -17,04 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 16.603 | -92,84 | 729 | -92,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 536.175 | -8,57 | 23.533 | -8,47 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 37.393 | -12,82 | 1.641 | -12,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 252.649 | -9,62 | 11.089 | -9,52 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 9.004 | -18,08 | 395 | -17,88 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 119.006 | -6,89 | 5.223 | -6,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 738.055 | -21,99 | 32.393 | -21,90 |
