Institusjonelle- og Fondseierskap - Selgere
Denne siden viser institusjoner, fond og større aksjonærer som har redusert sine beholdninger eller stengt sine posisjoner i løpet av den siste rapporteringsperioden. Røde rader indikerer lukkede posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-08 | 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 |
