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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35.554 | -1,27 | 1.803 | -1,26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 4.913 | -63,59 | 249 | -63,60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16.914 | -9,98 | 1 | |||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 321.100 | -3,45 | 16.283 | -3,43 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 2.186.562 | -10,74 | 110.881 | -10,72 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17.734 | -1,19 | 899 | -1,10 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 111.382 | -10,91 | 5.648 | -10,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.932 | -41,60 | 98 | -41,92 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 31.353 | -69,67 | 1.590 | -69,66 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 28.684 | -3,92 | 1.455 | -3,90 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 110.790 | -0,56 | 5.617 | -0,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.051.596 | -20,65 | 53.326 | -20,63 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1.103.609 | -2,36 | 55.964 | -2,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 261.730 | -7,31 | 13.272 | -7,29 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2.220.761 | -1,37 | 112.615 | -1,35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 22.121 | -49,06 | 1.122 | -49,07 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 4.850 | -50,26 | 246 | -50,40 | ||||
| 2025-05-01 | 13F | Prudent Man Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.353 | -1,82 | 321 | -1,53 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 | -99,67 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 81.274 | -6,65 | 4.121 | -6,64 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 23.028 | -44,84 | 1.168 | -44,56 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 88.496 | -19,29 | 4.488 | -18,85 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 211.327 | -5,39 | 10.716 | -5,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 57.409 | -2,77 | 2.911 | -2,74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 215.748 | -3,13 | 10.941 | -3,11 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 120.000 | -85,83 | 6.085 | -85,82 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 15.929 | -2,04 | 808 | -2,06 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 35.046 | -7,45 | 1.777 | -7,40 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 8.000 | -11,11 | 406 | -11,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 503.179 | -13,05 | 26 | -13,79 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 11.715 | -10,48 | 594 | -10,41 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10.544 | -0,56 | 535 | -0,56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 628 | -22,47 | 32 | -24,39 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6.427 | -65,33 | 897 | -4,58 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 8.693 | -0,78 | 441 | -0,90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.134.217 | -0,30 | 57.516 | -0,28 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 59.466 | -27,92 | 3.016 | -27,91 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 11.250 | -7,89 | 570 | -7,92 | ||||
| 2025-05-09 | 13F | Warberg Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 10.727 | -18,99 | 544 | -19,08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 10.967 | -4,66 | 556 | -4,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80.528 | -60,92 | 4.084 | -60,91 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34.461 | -2,31 | 1.748 | -2,29 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 43.879 | -11,92 | 2.225 | -11,88 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 4.795 | -6,44 | 243 | -6,18 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 9.633 | -28,44 | 488 | -28,45 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 835 | -66,53 | 42 | -66,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 770.716 | -49,71 | 39.083 | -49,70 | ||||
| 2025-04-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 15.670 | -2,47 | 795 | -2,46 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 133.778 | -5,60 | 6.784 | -5,58 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4.183 | -9,91 | 212 | -9,79 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 13.734 | -0,71 | 696 | -0,71 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 146.473 | -1,62 | 7.428 | -1,45 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 12.219 | -2,66 | 620 | -2,67 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 7.976 | -26,15 | 404 | -26,14 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio | 12.730 | -16,23 | 645 | -15,80 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8.513 | -7,16 | 432 | -7,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 112.990 | -0,25 | 5.730 | -0,23 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 70.488 | -21,49 | 3.574 | -21,47 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 26.331 | -3,89 | 1.335 | -3,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24.281 | -35,02 | 1.231 | -35,01 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 28.807 | -16,41 | 1.461 | -16,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 325.337 | -40,58 | 16.491 | -40,59 | ||||
| 2025-04-10 | 13F | Lmcg Investments, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188.668 | -4,96 | 10 | -10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 168.396 | -8,26 | 8.539 | -8,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.802 | -0,61 | 751 | -0,66 | ||||
| 2025-04-23 | 13F | Goldstein Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5.265 | -35,49 | 267 | -35,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 234.646 | -7,78 | 11.899 | -7,77 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 149 | -21,16 | 8 | -22,22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 27.004 | -2,28 | 1.369 | -2,21 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11.774 | -18,63 | 597 | -18,55 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.468 | -8,87 | 277 | -8,88 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 107.668 | -46,59 | 5.458 | -46,32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 5.733 | -66,40 | 0 | |||||
| 2025-05-05 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 561.281 | -16,16 | 28.463 | -16,15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.971 | -8,22 | 354 | -8,31 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 98.888 | -39,69 | 5.015 | -39,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.081.085 | -17,27 | 105.533 | -17,25 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 50.343 | -38,02 | 2.553 | -38,01 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5.727 | -6,91 | 290 | -6,75 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6.893 | -16,37 | 350 | -16,31 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 14.059 | -10,92 | 1 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 4.694 | -26,02 | 238 | -25,62 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 75.554 | -8,59 | 3.831 | -8,55 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 19.652 | -0,55 | 997 | -0,50 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 45.986 | -41,65 | 2.332 | -41,65 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9.925 | -11,57 | 503 | -11,60 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 160.000 | -77,97 | 8.114 | -77,96 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6.017 | -18,50 | 304 | -18,28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.881 | -97,97 | 400 | -97,97 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5.079 | -84,96 | 258 | -84,99 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1.525 | -73,60 | 77 | -73,63 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 7.393 | -2,63 | 375 | -2,60 | ||||
| 2025-07-29 | NP | TSPX - Twin Oak Active Opportunities ETF | 767.359 | -61,81 | 38.882 | -61,82 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 7.797 | -13,28 | 395 | -13,19 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 99.297 | -16,51 | 5.035 | -16,49 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.299 | -38,77 | 624 | -38,80 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Archetype Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 7.344 | -12,00 | 372 | -12,06 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 47.717 | -1,38 | 2.420 | -1,39 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 39.783 | -14,72 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6.482 | -28,30 | 329 | -28,38 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 | -99,96 | 0 | -100,00 | ||||
| 2025-04-22 | 13F | Cornerstone Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16.013 | -1,27 | 812 | -1,22 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 21.284 | -37,73 | 1.079 | -37,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | -81,82 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.517 | -5,22 | 280 | -5,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 743.773 | -34,26 | 37.717 | -34,25 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 13.972 | -3,19 | 1 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 194.939 | -8,75 | 9.885 | -8,73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31.764 | -2,64 | 1.611 | -2,66 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3.961 | -8,44 | 201 | -8,68 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4.976 | -2,39 | 252 | -2,33 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7.631 | -5,24 | 387 | -4,93 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 29.026 | -2,23 | 1.472 | -2,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 457.674 | -4,67 | 23.209 | -4,65 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 183.769 | -15,50 | 9.319 | -15,49 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 14.992 | -14,45 | 760 | -14,41 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 137.094 | -0,30 | 6.952 | -0,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.323 | -69,64 | 67 | -69,55 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 17.179 | -26,98 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 14.476 | -2,04 | 734 | -2,00 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 184.542 | -16,03 | 9.358 | -16,01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 253.569 | -1,47 | 12.859 | -1,45 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 66.501 | -74,57 | 3.372 | -74,57 | ||||
| 2025-04-22 | 13F | Evanson Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Blankinship & Foster, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7.348 | -15,00 | 373 | -15,07 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 37.521 | -4,70 | 1.903 | -4,71 | ||||
| 2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Allie Family Office LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 177 | -33,46 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 50.772 | -6,39 | 2.575 | -6,37 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 11.400 | -77,82 | 578 | -77,81 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 21.350 | -8,47 | 1.083 | -8,46 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 2.489 | -47,82 | 126 | -47,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 94.309 | -45,65 | 4.782 | -45,64 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4.565 | -22,05 | 231 | -21,96 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 10.570 | -82,18 | 536 | -82,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.644.271 | -11,43 | 133.615 | -11,73 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 81.918 | -35,52 | 4.154 | -35,50 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 20.297 | -22,70 | 1.029 | -22,69 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 2.951 | -45,18 | 150 | -45,22 | ||||
| 2025-04-17 | 13F | Optas, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46.612 | -4,29 | 2.364 | -4,29 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 13.596 | -3,20 | 689 | -3,23 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 46.513 | -22,69 | 2.359 | -22,69 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 7.692 | -11,63 | 390 | -11,56 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 227.048 | -29,15 | 11.514 | -29,14 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10.243 | -52,62 | 519 | -52,65 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 9.596 | -19,51 | 487 | -19,54 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14.073 | -59,00 | 712 | 71.000,00 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 5.665 | -16,38 | 287 | -16,33 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 12.624 | -0,16 | 640 | -0,16 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 15.513 | -19,44 | 787 | -19,36 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12.499 | -42,24 | 634 | -42,30 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 98.888 | -26,29 | 5.015 | -25,98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.222 | -4,23 | 62 | -4,69 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5.038 | -79,52 | 255 | -79,53 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.623 | -36,09 | 184 | -36,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5.569 | -12,97 | 282 | -12,69 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 53.203 | -34,53 | 2.698 | -34,52 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 11.220 | -66,12 | 569 | -66,17 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 4.556 | -75,18 | 231 | -75,16 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 133.739 | -32,49 | 6.782 | -32,49 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7.405 | -7,25 | 376 | -7,18 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 246.515 | -0,35 | 12.501 | -0,33 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 11.868 | -11,14 | 602 | -11,09 | ||||
| 2025-08-14 | 13F | Family Management Corp | 83.753 | -26,88 | 4.247 | -26,86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14.204 | -11,11 | 720 | -11,11 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 17.521 | -22,03 | 888 | -22,04 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6.740 | -0,19 | 342 | -0,29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 32.794 | -1,95 | 1.663 | -1,95 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 119.699 | -8,85 | 6.070 | -8,83 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 114.317 | -11,76 | 5.797 | -11,74 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 32.379 | -6,32 | 1.642 | -6,34 | ||||
| 2025-04-17 | 13F | Western Pacific Wealth Management, LP | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 9.995 | -14,84 | 507 | -14,96 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 122.394 | -5,61 | 6.195 | -5,46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 48.187 | -5,82 | 2.444 | -5,49 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 114.636 | -12,43 | 5.813 | -12,40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 8.129 | -13,75 | 412 | -13,63 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 86.076 | -1,86 | 4.365 | -1,84 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100,00 | 0 |
