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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Alliancebernstein L.p. | 385.189 | -45,02 | 31.917 | -44,93 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 139.738 | -7,14 | 11.579 | -7,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4.330 | -1,81 | 359 | -1,65 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 27.717 | -2,69 | 2.289 | -2,51 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 34.673 | -26,58 | 2.873 | -26,36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13.949 | -2,56 | 1.156 | -2,45 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 10.578 | -26,61 | 877 | -26,51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 22.672 | -31,59 | 1.879 | -31,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4.196.289 | -17,21 | 347.704 | -17,08 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4.470 | -6,68 | 370 | -6,57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31.251 | -3,23 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 10.325 | -1,93 | 856 | -1,72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 30.757.000 | -8,51 | 2.548.525 | -8,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 425.730 | -0,96 | 35.084 | -1,34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73.526 | -11,81 | 6.092 | -11,67 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 3.720 | -3,88 | 308 | -3,75 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3.977 | -18,97 | 330 | -18,97 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 15.583 | -17,34 | 1.291 | -17,19 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 261.158 | -38,01 | 21.640 | -37,91 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 362.380 | -3,82 | 30.027 | -3,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 105.645 | -3,00 | 8.754 | -2,85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 41.547 | -1,74 | 3.443 | -1,60 | ||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 82.480 | -1,95 | 6.834 | -1,80 | ||||
| 2025-08-04 | 13F | Balentine LLC | 796 | -95,08 | 66 | -95,15 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.300.963 | -52,93 | 107.798 | -52,85 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 8.335 | -18,28 | 691 | -18,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33.493 | -21,27 | 2.775 | -21,14 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 4.647 | -23,42 | 385 | -23,31 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2.926 | -84,24 | 242 | -86,40 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7.465 | -10,98 | 616 | -11,26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 142.485 | -4,67 | 12 | -8,33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 4.975 | -6,77 | 412 | -6,58 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 328.065 | -9,57 | 27.072 | -9,80 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 30.860 | -1,78 | 2.557 | -1,62 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.942 | -76,30 | 161 | -76,37 | ||||
| 2025-08-12 | 13F | Wernau Asset Management Inc. | 3.918 | -5,27 | 325 | -5,26 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 11.420 | -38,94 | 944 | -38,82 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 7.126 | -41,35 | 590 | -41,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46.476 | -68,96 | 3.848 | -68,94 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 2.500 | -75,00 | 207 | -74,97 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7.200 | -26,92 | 595 | -27,17 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 51.332 | -4,61 | 4.253 | -4,45 | ||||
| 2025-04-14 | 13F | Tilia Fiduciary Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15.294 | -3,74 | 1.267 | -3,58 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 18.694 | -0,45 | 1.549 | -0,32 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1.720 | -5,13 | 142 | -4,70 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 85.409 | -22,08 | 7.077 | -21,97 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 8.027 | -4,47 | 665 | -4,32 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 9.043 | -23,85 | 749 | -23,73 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14.565 | -6,98 | 1.207 | -6,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 69.802 | -55,29 | 5.784 | -55,22 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 28.321 | -10,21 | 2.342 | -9,68 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 29.615 | -6,73 | 2.454 | -6,59 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9.623 | -14,32 | 797 | -13,37 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 13.802 | -24,56 | 1.144 | -24,45 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | 605.726 | -2,14 | 50.190 | -1,99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237.525 | -2,06 | 19.681 | -1,91 | ||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 41.331 | -2,43 | 3.425 | -2,28 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 3.927 | -11,23 | 325 | -10,96 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 39.830 | -34,66 | 3.300 | -34,55 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 7.145 | -11,24 | 592 | -10,98 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20.121 | -8,19 | 1.667 | -8,05 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 380.516 | -66,81 | 31.530 | -66,75 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9.914 | -0,25 | 821 | -0,12 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4.150 | -17,82 | 344 | -17,75 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 5.934 | -10,82 | 492 | -10,73 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 25.292 | -39,47 | 2.096 | -39,40 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 13.217 | -1,34 | 1.093 | -1,53 | ||||
| 2025-04-01 | 13F | First Financial Bank - Trust Division | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 19.923 | -5,03 | 1.651 | -4,90 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3.940 | -1,52 | 326 | -1,51 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3.211 | -1,23 | 266 | -0,75 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3.988 | -1,19 | 330 | -0,90 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 8.432 | -3,62 | 699 | -3,46 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 13.157 | -4,08 | 1.090 | -3,80 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 9.552 | -5,50 | 792 | -5,38 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 263.045 | -48,15 | 21.797 | -48,07 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41.795 | -33,38 | 3 | -40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11.606.993 | -2,83 | 961.755 | -2,68 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8.477 | -1,10 | 702 | -0,99 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 72.592 | -3,29 | 6.015 | -3,16 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2.531 | -94,99 | 210 | -95,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84.097 | -6,84 | 6.968 | -6,70 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6.223 | -1,97 | 515 | -1,15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5.816 | -2,48 | 482 | -2,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.818.324 | -0,54 | 564.966 | -0,39 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 19.792 | -8,49 | 1.636 | -8,86 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 99.913 | -0,28 | 8.279 | -0,13 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 7.771 | -91,81 | 644 | -91,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28.321 | -5,49 | 2.337 | -5,69 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.472 | -14,35 | 204 | -14,71 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 66.959 | -1,37 | 5.548 | -1,21 | ||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 335.435 | -0,58 | 27.794 | -0,43 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 15.220 | -3,29 | 1.261 | -3,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.238.658 | -5,11 | 102.635 | -4,96 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 15.953 | -4,98 | 1.322 | -4,83 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 101.471 | -1,49 | 8.408 | -1,34 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 53.699 | -0,05 | 4.449 | 0,11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 23.670 | -3,30 | 1.961 | -3,11 | ||||
| 2025-03-26 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 69.261 | -3,75 | 5.699 | -2,40 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8.105 | -0,30 | 672 | -0,15 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 14.016 | -14,34 | 1.161 | -14,19 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 52.450 | -7,05 | 4.328 | -7,26 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 11.613 | -0,53 | 1 | |||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59.263 | -18,85 | 4.911 | -18,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3.200 | -11,11 | 265 | -10,77 | |||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8.235 | -34,33 | 682 | -34,23 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4.537 | -44,23 | 376 | -44,28 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5.853 | -0,48 | 485 | -0,21 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 28.702 | -1,40 | 2.378 | -1,25 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2.452 | -14,95 | 203 | -14,71 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4.831 | -47,27 | 399 | -47,15 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3.893 | -1,39 | 323 | -1,23 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 420.530 | -1,38 | 34.845 | -1,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 148.379 | -2,25 | 12 | 0,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5.432 | -3,82 | 450 | -3,64 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 878.644 | -21,55 | 72.804 | -21,43 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 33.944 | -1,46 | 2.813 | -1,30 | ||||
| 2025-08-07 | 13F | Navellier & Associates Inc | 69.130 | -14,88 | 5.728 | -14,52 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9.250 | -13,97 | 766 | -13,84 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 9.387 | -5,92 | 778 | -5,82 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6.588 | -32,58 | 543 | -32,80 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2.663 | -13,76 | 221 | -13,73 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 22.844 | -15,67 | 1.893 | -15,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 71.639 | -1,53 | 5.936 | -1,36 | ||||
| 2025-08-08 | 13F | Creative Planning | 165.855 | -4,58 | 13.743 | -4,44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7.180 | -14,22 | 595 | -14,16 | ||||
| 2025-04-23 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Busey Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 499.965 | -5,79 | 41.427 | -5,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4.094 | -20,72 | 339 | -20,61 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3.238 | -24,73 | 268 | -24,51 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 36.772 | -5,79 | 3.047 | -5,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13.443 | -37,40 | 1.114 | -37,33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13.492 | -1,19 | 1.118 | -1,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 7.980 | -87,00 | 661 | -86,98 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5.954 | -3,06 | 493 | -2,95 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 64 | -9,86 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 843 | -8,86 | 70 | -8,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1.826 | -6,50 | 151 | -6,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6.675 | -34,15 | 553 | -34,01 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 93.023 | -18,80 | 7.691 | -18,47 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 413 | -10,22 | 34 | -10,53 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75.168 | -15,72 | 6.228 | -15,59 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 9.802 | -12,86 | 812 | -12,69 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 48.085 | -1,13 | 3.984 | -0,97 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 82.341 | -25,69 | 6.823 | -25,56 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 59.610 | -1,29 | 4.912 | -1,68 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 637.040 | -3,39 | 52.785 | -3,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15.302 | -14,94 | 1.268 | -14,85 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5.929 | -1,92 | 491 | -1,80 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 50.276 | -5,63 | 4.142 | -5,86 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 20.058 | -4,39 | 1.662 | -4,21 | ||||
| 2025-08-08 | 13F | King Wealth | 18.981 | -3,55 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 151.800 | -1,39 | 12.551 | -1,15 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 22.913 | -19,63 | 1.899 | -19,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7.604 | -28,79 | 630 | -28,65 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6.165 | -5,23 | 511 | -5,20 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2.929 | -1,88 | 243 | -1,63 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 16.689 | -57,82 | 1.383 | -57,78 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 169.652 | -1,80 | 14.057 | -1,64 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 212 | -44,65 | 18 | -45,16 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 25.826 | -1,70 | 2.140 | -1,56 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5.364 | -77,81 | 444 | -77,79 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 69.667 | -27,91 | 5.773 | -27,80 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 6.807 | -3,45 | 564 | -3,26 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17.621 | -39,22 | 1.460 | -39,12 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3.775 | -30,48 | 313 | -30,51 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2.880 | -27,64 | 239 | -27,66 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 67.992 | -12,11 | 5.611 | -12,34 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 3.138 | -0,85 | 260 | -0,38 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 97.731 | -2,95 | 8.098 | -2,80 | ||||
| 2025-05-14 | 13F | Natixis | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.584 | -3,90 | 214 | -3,60 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 36.729 | -4,07 | 3.043 | -3,92 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 74.065 | -2,73 | 6.137 | -2,57 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 114.965 | -74,67 | 9.526 | -74,63 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49.465 | -7,57 | 4.099 | -7,43 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 736 | -9,25 | 61 | -10,45 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5.718 | -9,78 | 474 | -9,73 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Sunbeam Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16.259 | -3,39 | 1.347 | -3,23 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 265.769 | -5,06 | 22.022 | -4,91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 217.315 | -3,11 | 18.007 | -2,95 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 20.923 | -0,74 | 1.734 | 0,29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 6.626 | -5,29 | 549 | -5,02 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14.874 | -12,11 | 1.232 | -12,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4.629 | -7,48 | 384 | -7,26 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 56.449 | -0,84 | 4.677 | -0,68 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 10.681 | -9,54 | 881 | -9,84 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | United Community Bank | 4.345 | -4,61 | 360 | -4,26 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 9.612 | -13,72 | 796 | -13,57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5.025.224 | -0,98 | 416.390 | -0,82 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 74.732 | -5,16 | 6.192 | -5,02 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 3.367.000 | -6,44 | 278.990 | -6,29 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 17 | -34,62 | 1 | -50,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24.281 | -4,68 | 2.012 | -4,56 | ||||
| 2025-08-08 | 13F | Renasant Bank | 6.128 | -11,18 | 508 | -11,05 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 7.908 | -87,11 | 657 | -86,99 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 58.442 | -25,66 | 4.843 | -25,54 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 5.256 | -9,29 | 436 | -9,19 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 3.692 | -8,20 | 306 | -8,13 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 18.885 | -0,09 | 1.565 | 0,06 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30.748 | -19,47 | 2.548 | -19,35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 155.565 | -3,20 | 12.890 | -3,05 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 9.125 | -2,98 | 756 | -2,83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2.823 | -47,57 | 234 | -47,64 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 75.560 | -0,13 | 6.261 | 0,02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58.015 | -9,32 | 4.807 | -9,18 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 18.734 | -3,26 | 1.552 | -3,12 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 56.853 | -31,35 | 4.711 | -31,25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 90.806 | -0,47 | 7.524 | 0,00 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 22.074 | -14,30 | 1.829 | -14,13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 354.712 | -0,91 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 318.215 | -13,40 | 26.367 | -13,26 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 33.796 | -3,68 | 2.800 | -3,51 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 98.348 | -14,74 | 8.149 | -14,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 104.050 | -1,76 | 8.622 | -1,61 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 125.974 | -1,55 | 10.438 | -1,40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29.391 | -2,40 | 2.435 | -2,25 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1.730 | -66,60 | 143 | -66,59 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5.140 | -2,96 | 426 | -2,97 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8.605 | -57,47 | 713 | -57,41 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3.097 | -42,01 | 255 | -42,18 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8.861 | -22,61 | 734 | -22,49 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 14.300 | -89,11 | 1 | -90,00 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 11.231 | -2,64 | 931 | -2,52 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 25.526 | -0,18 | 2.115 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 116.347 | -19,56 | 9.640 | -19,44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2.411 | -97,17 | 200 | -97,17 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | -100,00 | 0 | |||||
| 2025-03-10 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4.219 | -0,80 | 350 | -0,57 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 101.522 | -0,08 | 8.412 | 0,08 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 15.852 | -12,51 | 1.313 | -11,58 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 517.731 | -0,08 | 42.899 | 0,07 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 25.863 | -2,35 | 2.143 | -2,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 115.710 | -3,00 | 9.588 | -2,85 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 16.122 | -4,65 | 1.336 | -4,51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 897.233 | -2,34 | 74.345 | -2,18 | ||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 53.337 | -48,39 | 4.420 | -48,31 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 41.624 | -6,66 | 3.449 | -6,53 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4.982 | -30,48 | 413 | -30,41 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | BIP Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Innova Wealth Partners | 242.591 | -36,28 | 20.101 | -36,18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9.968 | -95,81 | 826 | -95,81 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 58.002 | -1,00 | 4.806 | -0,85 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4.175 | -6,79 | 345 | -6,78 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 556 | -59,00 | 46 | -58,93 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 25.615 | -2,46 | 2.122 | -2,30 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 25.000 | -15,50 | 2.072 | -15,37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 615 | -89,63 | 51 | -90,97 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 32.232 | -4,93 | 2.671 | -4,78 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 16.101 | -15,28 | 1.334 | -15,14 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 297.026 | -3,15 | 24.612 | -3,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 20.586 | -11,64 | 1.706 | -11,52 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 68.658 | -4,39 | 5.689 | -4,26 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8.686 | -33,11 | 720 | -33,05 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 5.543 | -2,89 | 459 | -2,75 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 12.678 | -3,08 | 1.050 | -2,96 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 4.218 | -2,83 | 350 | -2,79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 86.266 | -20,58 | 7.148 | -20,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.548.657 | -2,94 | 294.042 | -2,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 19.176 | -18,17 | 1.588 | -18,07 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 8.566 | -8,32 | 710 | -8,04 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15.524 | -3,49 | 1.281 | -3,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 74.342 | -60,50 | 6.160 | -60,44 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 2.677 | -14,23 | 222 | -13,95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 24.316 | -1,61 | 2.015 | -1,47 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 27.993 | -14,91 | 2.319 | -14,77 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 11.772 | -13,03 | 975 | -12,87 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 62.031 | -1,09 | 5.136 | -0,93 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 262.896 | -22,66 | 21.784 | -22,54 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 6.647 | -2,69 | 551 | -2,65 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 544 | -46,61 | 45 | -47,62 | ||||
| 2025-09-02 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 82.516 | -7,64 | 6.837 | -7,48 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 34.735 | -1,23 | 2.863 | -1,58 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 4.627 | -0,73 | 383 | -0,52 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7.520 | -32,71 | 623 | -32,58 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 106.747 | -8,49 | 8.845 | -8,34 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 5.265 | -99,40 | 436 | -99,40 | ||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8.120 | -2,43 | 673 | -2,33 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 9.452 | -7,45 | 783 | -7,23 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7.275 | -5,57 | 603 | -5,49 | ||||
| 2025-05-13 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37.156 | -1,29 | 3.079 | -1,16 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.101 | -20,08 | 257 | -20,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 4.102 | -2,38 | 340 | -2,31 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 2.907 | -69,58 | 241 | -69,27 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 22.284 | -65,49 | 1.846 | -65,44 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 4.180 | -2,29 | 346 | -1,98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 237.042 | -0,60 | 19.641 | -0,45 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 148.298 | -71,24 | 12.288 | -71,19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 71.951 | -3,07 | 5.962 | -2,92 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9.779 | -10,04 | 810 | -9,90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 7.416 | -10,90 | 615 | -10,76 | ||||
| 2025-04-25 | 13F | Family Capital Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 7.431 | -6,10 | 616 | -5,96 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 6.025 | -11,07 | 499 | -10,89 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 27.221 | -92,13 | 2.256 | -92,12 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 350.347 | -2,43 | 29.030 | -2,28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7.027 | -19,45 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 67.203 | -18,07 | 5.568 | -17,94 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 283.230 | -1,62 | 23.468 | -1,47 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 22.117 | -1,94 | 1.833 | -1,77 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 64.239 | -68,98 | 5.323 | -68,94 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 8.992 | -16,56 | 745 | -16,39 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4.530 | -45,29 | 375 | -45,26 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 936 | -8,95 | 78 | -9,41 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 55.595 | -3,11 | 4.607 | -2,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 289.749 | -40,65 | 24.008 | -40,56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 64.013 | -35,80 | 5.304 | -35,67 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2.635 | -81,94 | 218 | -81,94 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40.503 | -4,91 | 3.356 | -4,74 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 3.888 | -25,65 | 322 | -25,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181.391 | -31,16 | 15.030 | -31,05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 30.179 | -47,88 | 2.501 | -47,81 | ||||
| 2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 136.845 | -0,18 | 11.339 | -0,04 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21.442 | -5,38 | 1.777 | -5,23 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23.757 | -2,35 | 1.969 | -2,19 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15.715 | -14,69 | 1.302 | -14,51 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9.939 | -7,67 | 824 | -7,53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 160.427 | -2,23 | 13.293 | -2,08 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 16.080 | -3,64 | 1.332 | -3,48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59.060 | -18,92 | 4.894 | -18,73 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 43.050 | -0,03 | 3.567 | 0,14 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4.788 | -20,23 | 397 | -20,16 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3.506 | -29,77 | 291 | -29,78 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 55.714 | -4,43 | 4.616 | -4,27 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 118.194 | -9,13 | 9.794 | -8,93 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 11.250 | -0,32 | 932 | -0,11 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 165.772 | -0,05 | 13.736 | 0,10 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 26.051 | -6,25 | 2.159 | -6,09 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 75.884 | -7,25 | 6.288 | -7,11 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 156.803 | -27,70 | 12.993 | -27,59 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4.546 | -31,93 | 377 | -31,88 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 7.274 | -20,37 | 603 | -20,26 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 19.070 | -3,99 | 1.580 | -3,83 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 177.732 | -1,03 | 14.727 | -0,88 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 39.324 | -4,09 | 3.258 | -3,95 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 75.343 | -1,91 | 6.233 | -1,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 23.366 | -5,67 | 1.924 | -6,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 52.123 | -0,09 | 4.319 | 0,16 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 4.147 | -2,01 | 344 | -2,00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-23 | 13F | Navis Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9.439 | -26,30 | 782 | -26,25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 38.396 | -79,63 | 3.182 | -79,60 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94.498 | -17,70 | 7.830 | -17,56 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2.742 | -3,14 | 227 | -2,99 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3.038 | -7,01 | 252 | -7,04 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.444 | -3,18 | 1.114 | -3,05 | ||||
| 2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 18.305 | -12,54 | 1.517 | -12,42 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3.147 | -18,28 | 261 | -18,24 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 34.174 | -6,32 | 3 | -33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 541.300 | -13,50 | 44.852 | -13,36 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7.268 | -3,63 | 602 | -3,37 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2.936 | -40,87 | 243 | -40,73 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4.038 | -4,38 | 335 | -4,30 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 28.685 | -5,68 | 2.377 | -5,56 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7.775 | -54,81 | 644 | -54,74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5.878 | -75,04 | 485 | -75,10 | ||||
| 2025-07-31 | 13F | City State Bank | 86 | -18,87 | 7 | -12,50 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12.042 | -27,98 | 998 | -27,91 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3.820 | -3,41 | 317 | -3,36 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 15.589 | -4,10 | 1.292 | -3,94 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 45 | -50,55 | 4 | -57,14 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 70.627 | -4,97 | 5.852 | -4,81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-07 | 13F | Private Advisory Group LLC | 23.306 | -53,71 | 1.931 | -53,64 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 40.323 | -44,97 | 3.341 | -44,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13.980 | -36,45 | 1.158 | -36,34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 30.475 | -0,03 | 2.525 | 0,16 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7.708 | -5,03 | 639 | -4,92 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 7 | -41,67 | 1 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 274 | -78,53 | 23 | -79,05 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1.065 | -24,95 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 395 | -3,19 | 33 | -3,03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3.556 | -9,63 | 295 | -9,54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 25.409 | -19,66 | 2.105 | -19,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 231.066 | -0,72 | 19.146 | -0,57 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3.859 | -32,26 | 320 | -32,27 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 438 | -74,80 | 36 | -74,83 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4.401 | -2,24 | 365 | -2,15 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 370.346 | -2,71 | 30.687 | -2,56 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 19.645 | -14,01 | 1.627 | -13,88 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 56.198 | -48,42 | 4.657 | -48,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.920.793 | -4,37 | 904.897 | -4,22 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 118.723 | -11,42 | 9.837 | -11,27 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2.618 | -18,52 | 217 | -18,49 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 495.769 | -6,88 | 41.079 | -6,74 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 7.467 | -4,36 | 619 | -4,19 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 374 | -14,81 | 31 | -16,67 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 34.161 | -0,60 | 2.831 | -0,46 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 11.738 | -2,27 | 973 | -2,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13.584 | -40,87 | 1.126 | -40,32 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 9.124 | -14,59 | 756 | -14,38 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 862 | -43,51 | 71 | -43,65 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5.518 | -29,52 | 457 | -29,37 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | MTC Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 9.453 | -2,07 | 783 | -1,88 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 126.067 | -1,19 | 10.446 | -1,03 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 5.683 | -7,16 | 471 | -7,11 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 21.010 | -51,53 | 1.737 | -51,59 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 213.753 | -15,45 | 21.249 | -14,29 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 89.911 | -4,78 | 7.450 | -4,62 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 42.845 | -1,03 | 3.545 | -0,11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 52.424 | -1,23 | 4.344 | -1,09 | ||||
| 2025-05-08 | 13F | First National Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 252.036 | -10,41 | 21 | -13,04 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 14.565 | -0,03 | 1.207 | 0,08 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 15.914 | -0,22 | 1.319 | -0,08 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 2.796 | -62,11 | 232 | -62,13 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 25.950 | -7,20 | 2.150 | -7,05 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 29.719 | -7,55 | 2.463 | -7,09 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 28.737 | -2,58 | 2.381 | -2,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.663.580 | -12,15 | 220.704 | -12,01 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4.298 | -6,69 | 356 | -6,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 898 | -5,07 | 74 | -5,13 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 104.613 | -69,99 | 8.668 | -69,95 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146.286 | -3,42 | 12.121 | -3,26 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 40.113 | -10,82 | 3.324 | -10,70 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11.881 | -18,47 | 984 | -18,34 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12.612 | -36,11 | 1.045 | -35,25 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 4.829 | -3,90 | 400 | -3,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 20.851 | -25,74 | 1.728 | -25,62 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 5.691 | -1,33 | 472 | -1,26 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 16.578 | -0,08 | 1.374 | 0,07 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 38.650 | -0,87 | 3.203 | -0,71 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 35.198 | -4,74 | 2.917 | -4,58 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 3.637 | -4,59 | 301 | -4,44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7.470 | -54,64 | 619 | -54,22 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6.927 | -0,97 | 574 | -0,87 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6.175 | -6,25 | 512 | -6,07 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 3.278 | -6,26 | 272 | -6,23 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10.588 | -0,14 | 877 | 0,00 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 7.953 | -34,67 | 659 | -34,66 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.517 | -26,45 | 209 | -26,50 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 332 | -65,56 | 27 | -65,82 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28.929 | -2,43 | 2.397 | -2,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 72.874 | -3,80 | 6 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 25.254 | -5,49 | 2.093 | -5,34 | ||||
| 2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 2.276 | -93,37 | 2.707 | -4,72 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21.642 | -0,20 | 1.793 | -0,06 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 17.727 | -2,48 | 1.469 | -2,33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7.708 | -23,91 | 639 | -23,87 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 136.865 | -0,51 | 11.341 | -0,35 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5.517 | -1,08 | 457 | -0,87 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 54.821 | -6,89 | 4.539 | -6,74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13.303 | -5,60 | 1.102 | -5,41 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 179.830 | -13,29 | 15 | -17,65 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 468 | -98,50 | 39 | -98,51 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 22.599 | -6,37 | 1.873 | -6,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7.029 | -27,69 | 581 | -27,86 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 36.704 | -5,77 | 3.041 | -5,62 | ||||
| 2025-04-23 | 13F | Shaker Investments Llc/oh | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2.775 | -66,96 | 230 | -67,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 29.593 | -4,33 | 2.452 | -4,18 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 16.227 | -9,34 | 1.345 | -9,19 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 13.685 | -7,40 | 1.132 | -6,52 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 59.910 | -0,52 | 4.964 | -0,36 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4.629 | -97,00 | 384 | -97,00 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 3.377 | -4,50 | 280 | -4,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 62 | -7,46 | 5 | 0,00 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 736.571 | -39,93 | 61.032 | -39,84 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 4.206 | -12,03 | 349 | -11,90 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1.622 | -0,37 | 134 | 0,00 | ||||
| 2025-05-05 | 13F | Miller Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 3.618 | -1,39 | 300 | -1,32 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 43.930 | -4,06 | 3.640 | -3,91 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 51.809 | -2,69 | 4.290 | -3,62 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 5.829 | -0,41 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 108.575 | -2,77 | 8.997 | -2,62 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 664.211 | -2,55 | 55 | -1,79 |
