Participation institutionnelle et des fonds - Vendeurs
Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32 232 | -8,49 | 2 436 | 9,83 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 9 600 | -3,52 | 726 | 15,81 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 790 | -92,84 | 513 | -91,42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 7 222 | -1,51 | 546 | 18,22 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 20 425 | -6,93 | 1 544 | 11,65 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 381 955 | -2,98 | 28 868 | 16,39 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 54 411 | -5,70 | 4 112 | 13,12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 447 | -9,32 | 2 528 | 8,78 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6 580 | -38,10 | 497 | -25,71 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 12 | -98,26 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 032 | -11,19 | 456 | 6,56 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 24 082 | -2,82 | 1 796 | 15,05 | ||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 6 695 | -2,83 | 422 | 3,19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 376 | -2,48 | 1 087 | 16,15 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44 174 | -21,29 | 3 339 | -6,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38 466 | -1,04 | 2 908 | 18,75 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Corbyn Investment Management Inc/md | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 81 330 | -15,98 | 6 146 | 0,79 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 71 167 | -7,85 | 5 379 | 10,54 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 31 853 | -0,73 | 2 407 | 19,10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4 384 | -6,84 | 331 | 11,82 | ||||
| 2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 633 | -2,12 | 5 107 | 11,70 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7 900 | -38,76 | 597 | -26,48 | |||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 804 | -48,69 | 61 | -38,78 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14 088 | -11,75 | 1 065 | 5,87 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 7 021 | -1,40 | 531 | 18,30 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 9 523 | -7,18 | 720 | 11,30 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 6 155 | -0,44 | 465 | 19,54 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 48 900 | -62,27 | 3 696 | -54,74 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 604 | -13,53 | 121 | 4,31 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3 342 | -8,49 | 253 | 9,57 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 36 186 | -50,03 | 2 735 | -40,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 940 | -18,46 | 525 | -2,24 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 773 101 | -23,20 | 58 431 | -7,87 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1 745 | -31,84 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 86 109 | -4,40 | 6 508 | 14,70 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 916 | -0,71 | 598 | 19,12 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 166 436 | -0,97 | 12 579 | 18,80 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 31 354 | -0,19 | 2 370 | 19,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 219 714 | -13,92 | 16 606 | 3,26 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 11 571 | -0,14 | 875 | 19,89 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 6 731 | -59,83 | 501 | -51,41 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 98 743 | -14,06 | 7 463 | 3,09 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12 631 | -5,25 | 796 | -5,92 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 093 | -0,27 | 2 123 | 19,67 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23 447 | -0,60 | 1 772 | 19,25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 87 678 | -21,72 | 6 627 | -6,09 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 45 634 | -9,44 | 3 465 | 9,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 114 | -94,96 | 9 | 60,00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 202 681 | -3,14 | 15 319 | 16,20 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 6 810 | -1,96 | 515 | 17,62 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 25 888 | -13,36 | 1 957 | 3,93 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 863 | -8,33 | 1 048 | 9,98 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 296 | -65,04 | 98 | -53,59 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 165 | -3,57 | 693 | 15,72 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 296 | -0,15 | 245 | 9,38 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 23 805 | -2,42 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 151 109 | -6,84 | 11 421 | 11,75 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 36 726 | -1,67 | 2 776 | 17,98 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 49 982 | -24,50 | 3 778 | -9,42 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 184 | -14,45 | 89 | 2,30 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 344 | -1,19 | 4 107 | 18,56 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 44 815 | -10,90 | 3 277 | 3,41 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 23 596 | -4,40 | 1 783 | 14,74 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8 043 | -2,64 | 507 | -3,44 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 600 | -37,59 | 272 | -23,81 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 7 407 | -3,89 | 551 | 13,40 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 78 894 | -9,13 | 5 963 | 9,01 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 6 835 | -2,58 | 517 | 16,74 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 56 596 | -6,87 | 4 278 | 11,73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 513 | -13,05 | 39 | 2,70 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 400 | -70,08 | 862 | -64,12 | |||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 5 665 | -93,23 | 428 | -91,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35 528 | -0,51 | 2 685 | 19,39 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 16 425 | -0,65 | 1 241 | 19,21 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 228 300 | -2,71 | 17 255 | 16,71 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 671 | -7,27 | 126 | 11,50 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 6 455 | -9,33 | 488 | 8,71 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 939 | -1,73 | 751 | 17,90 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14 432 | -3,97 | 1 091 | 15,22 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 345 | -12,66 | 26 | 8,33 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 11 312 | -85,96 | 1 | -100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 63 677 | -3,43 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 075 | -0,61 | 2 651 | 19,21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 79 390 | -4,72 | 6 000 | 14,31 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 67 334 | -0,16 | 5 113 | 25,88 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 93 825 | -0,84 | 7 091 | 18,96 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35 191 | -0,11 | 3 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 71 669 | -26,80 | 5 417 | -12,19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 55 623 | -0,55 | 4 204 | 19,30 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 755 | -3,09 | 586 | 16,27 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 10 162 | -0,27 | 768 | 19,81 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 154 302 | -2,50 | 11 662 | 16,97 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 27 380 | -0,15 | 2 069 | 19,80 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 7 216 | -85,24 | 545 | -82,30 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27 435 | -4,23 | 2 075 | 14,97 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3 306 | -9,57 | 250 | 8,26 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 1 600 | -57,89 | 121 | -49,79 | |||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 193 700 | -21,96 | 14 640 | -6,38 | |||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 143 405 | -0,83 | 10 839 | 18,97 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109 012 | -6,09 | 8 239 | 12,68 | ||||
| 2025-04-17 | 13F | Kercheville Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 66 656 | -9,38 | 5 038 | 8,72 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 4 680 | -26,07 | 354 | -11,31 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5 560 | -5,92 | 420 | 12,90 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 37 042 | -6,86 | 2 800 | 11,74 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 43 135 | -1,85 | 3 260 | 17,77 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 9 349 | -1,47 | 707 | 18,26 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 183 | -35,46 | 688 | -23,64 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 880 | -1,41 | 369 | 18,33 | ||||
| 2025-05-15 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 7 256 | -12,54 | 1 | |||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 652 | -54,72 | 49 | -45,56 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 3 185 | -5,04 | 241 | 13,74 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 033 | -5,09 | 154 | 14,18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 58 994 | -0,34 | 4 459 | 19,55 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 136 686 | -4,18 | 10 331 | 14,96 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 69 | -11,54 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 95 933 | -16,04 | 7 251 | 0,72 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 8 672 | -3,93 | 655 | 15,32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 29 821 | -4,90 | 2 254 | 14,08 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 21 732 | -1,20 | 1 643 | 18,56 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 850 | -36,79 | 203 | -28,87 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 46 839 | -1,62 | 3 400 | 16,48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 894 | -78,86 | 219 | -74,88 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 512 | -13,98 | 492 | 3,36 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 502 | -98,91 | 38 | -98,73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 25 864 | -0,35 | 1 955 | 19,51 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 44 216 | -38,83 | 3 345 | -26,57 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 28 980 | -1,11 | 2 190 | 18,63 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 105 094 | -8,79 | 7 943 | 9,42 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 16 206 | -1,36 | 1 225 | 18,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 17 826 | -20,83 | 1 347 | -5,01 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9 163 | -6,05 | 693 | 12,70 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 20 209 | -9,30 | 1 527 | 8,84 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 27 094 | -0,58 | 2 048 | 19,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 926 | -15,10 | 1 582 | 1,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7 264 | -96,60 | 549 | -95,92 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 985 | -34,75 | 301 | -21,61 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6 323 | -0,58 | 478 | 19,25 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 173 | -68,19 | 315 | -61,86 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 46 772 | -7,20 | 3 535 | 10,57 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 57 912 | -4,93 | 4 377 | 14,05 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 19 366 | -0,96 | 1 464 | 18,85 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 28 674 | -1,99 | 2 167 | 17,58 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 13 894 | -3,35 | 1 050 | 16,02 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 8 972 | -5,28 | 678 | 13,76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 078 | -0,76 | 157 | 19,85 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 14 871 | -28,11 | 1 124 | -13,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 651 | -12,51 | 1 410 | 4,91 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 870 | -74,46 | 519 | -69,36 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 140 | -56,25 | 11 | -50,00 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 21 479 | -21,90 | 1 353 | -22,42 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 968 | -0,68 | 678 | 18,36 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 32 146 | -0,38 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2 994 | -7,71 | 226 | 10,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 147 361 | -6,53 | 11 189 | 12,66 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 9 504 | -77,23 | 718 | -72,70 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 183 | -92,92 | 14 | -91,98 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 32 292 | -4,87 | 2 441 | 14,13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 439 | -74,76 | 33 | -70,64 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15 232 | -3,25 | 1 151 | 16,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 69 807 | -1,16 | 5 276 | 18,59 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 3 278 | -13,21 | 248 | 4,22 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 492 | -5,57 | 37 | 8,82 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 772 | -6,73 | 210 | 11,76 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 37 000 | -11,06 | 2 796 | 6,72 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3 448 | -22,46 | 261 | -7,14 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 880 | -3,06 | 218 | 16,04 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 54 335 | -5,80 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 49 215 | -29,54 | 3 720 | -15,48 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 423 | -63,59 | 259 | -56,42 |
