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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 48 868 | -5,57 | 3 846 | -5,09 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 251 | -63,18 | 177 | -62,97 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23 818 | -5,28 | 1 874 | -4,78 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3 651 | -0,54 | 287 | 0,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38 310 | -1,65 | 3 015 | -1,15 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 994 | -0,71 | 472 | 0,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 703 | -7,51 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 7 907 | -1,92 | 622 | -1,43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 582 | -9,36 | 597 | -8,87 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 875 | -3,08 | 384 | -2,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 212 784 | -9,91 | 16 746 | -9,42 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 42 054 | -13,10 | 3 310 | -12,65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6 175 | -2,06 | 486 | -1,62 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 11 175 | -1,09 | 879 | -0,57 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 17 156 | -1,82 | 1 350 | -1,24 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29 406 | -16,81 | 2 314 | -16,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 204 | -10,09 | 960 | -9,60 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7 185 | -1,45 | 565 | -0,88 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3 767 | -67,68 | 296 | -67,54 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 523 | -29,59 | 356 | -29,28 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 97 842 | -9,27 | 7 700 | -8,78 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 6 723 | -54,20 | 527 | -53,97 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 773 | -0,18 | 218 | 0,46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122 642 | -43,59 | 9 652 | -43,29 | ||||
| 2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 543 | -17,38 | 1 932 | -16,95 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 005 787 | -4,36 | 79 | -3,66 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22 505 | -6,91 | 1 771 | -6,40 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 550 215 | -0,02 | 1 302 502 | 0,52 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6 107 | -7,99 | 481 | -7,51 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | United Services Automobile Association | 16 661 | -95,28 | 1 311 | -95,26 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 27 834 | -6,96 | 2 191 | -6,45 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 785 | -52,45 | 455 | -52,21 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 144 286 | -0,08 | 11 355 | 0,46 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 351 | -25,48 | 28 | -25,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80 142 | -5,15 | 6 307 | -4,63 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 4 371 | -1,66 | 344 | -0,86 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175 698 | -5,52 | 13 827 | -5,01 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 7 596 | -7,98 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | -78,69 | 2 | -77,78 | ||||
| 2025-08-05 | 13F | Burney Co/ | 9 255 | -42,27 | 728 | -41,99 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29 493 | -33,89 | 2 312 | -33,82 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 60 042 | -0,12 | 4 725 | 0,43 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34 478 | -2,10 | 2 713 | -1,56 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158 099 | -1,49 | 12 442 | -0,96 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 867 | -5,61 | 462 | -5,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 369 | -18,95 | 108 | -18,94 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 060 | -32,18 | 83 | -31,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 098 | -18,91 | 1 109 | -18,34 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77 305 | -5,77 | 6 084 | -5,28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 188 180 | -12,80 | 14 810 | -12,33 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 35 322 | -0,98 | 2 780 | -0,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 625 | -66,23 | 285 | -66,07 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 892 | -0,77 | 1 015 | -0,29 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9 119 | -1,77 | 718 | -1,24 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 31 659 | -6,45 | 2 492 | -5,96 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206 203 | -12,64 | 16 228 | -12,17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3 457 109 | -1,90 | 272 074 | -1,37 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707 235 | -15,08 | 55 659 | -14,63 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 529 737 | -3,27 | 42 | -2,38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 501 | -28,33 | 1 299 | -27,97 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | -93,18 | 643 | 0,63 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18 920 | -0,30 | 1 489 | 0,27 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 4 500 | -1,10 | 354 | -0,56 | ||||
| 2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 242 492 | -1,16 | 19 084 | -0,63 | ||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 4 232 | -4,73 | 333 | -4,03 | ||||
| 2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 7 573 | -5,11 | 596 | -4,65 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 677 | -9,03 | 289 | -8,54 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 948 | -78,48 | 233 | -78,26 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52 523 | -4,31 | 4 134 | -3,79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34 091 | -7,73 | 2 683 | -6,62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31 746 | -7,01 | 2 498 | -6,51 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 320 | -11,93 | 340 | -11,49 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 532 898 | -0,98 | 199 339 | -0,45 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 14 943 | -0,28 | 1 176 | 0,17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 42 869 | -33,55 | 3 374 | -33,19 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 56 053 | -4,76 | 4 411 | -4,25 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332 107 | -1,57 | 26 137 | -1,05 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7 125 | -1,74 | 561 | -1,23 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80 895 | -18,63 | 6 366 | -18,20 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5 055 | -0,51 | 398 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92 494 | -5,90 | 7 | 0,00 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 60 670 | -7,54 | 4 775 | -7,05 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5 645 | -11,16 | 442 | -11,27 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115 506 | -4,08 | 9 | 0,00 | ||||
| 2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169 721 | -1,62 | 13 357 | -1,10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 564 | -2,17 | 202 | -1,95 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 165 | -20,04 | 92 | -20,18 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88 805 | -56,06 | 6 989 | -55,83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29 991 | -5,11 | 2 360 | -4,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 754 404 | -0,72 | 59 372 | -0,19 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 29 150 | -0,73 | 2 294 | -0,17 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157 322 | -1,11 | 12 381 | -0,57 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 311 017 | -6,82 | 339 277 | -6,32 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47 384 | -11,71 | 3 729 | -11,24 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3 980 | -0,05 | 313 | 0,64 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 274 | -10,02 | 415 | -9,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113 649 | -18,28 | 8 943 | -17,85 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68 179 | -3,23 | 5 366 | -2,70 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15 690 | -14,55 | 1 235 | -14,13 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Cumberland Partners Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 604 | -11,38 | 126 | -10,64 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17 965 | -4,11 | 1 408 | -4,02 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6 071 | -37,20 | 478 | -36,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | -96,90 | 11 | -96,95 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6 912 | -0,13 | 544 | 0,37 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 921 | -1,09 | 387 | -0,51 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22 193 | -0,78 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51 419 | -7,71 | 4 047 | -7,22 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10 282 | -6,65 | 809 | -6,15 | ||||
| 2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19 948 | -2,00 | 1 568 | -1,57 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 489 | -25,30 | 589 | -24,87 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12 474 | -7,42 | 982 | -6,93 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19 872 | -5,10 | 1 564 | -4,64 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 6 065 | -4,56 | 477 | -4,02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 183 185 | -1,10 | 14 417 | -0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 371 | -1,67 | 501 | -1,18 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 711 | -13,55 | 213 | -13,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19 229 | -0,31 | 1 513 | 0,27 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3 457 109 | -1,90 | 272 074 | -1,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33 887 | -11,10 | 2 667 | -10,66 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26 137 | -4,37 | 2 057 | -3,88 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 116 905 | -9,51 | 9 200 | -9,03 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116 296 | -1,44 | 10 181 | 10,22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103 739 | -0,75 | 8 164 | -0,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 378 | -46,88 | 1 127 | -46,81 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 3 432 | -13,88 | 270 | -13,18 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 112 274 | -1,23 | 8 836 | -0,71 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 37 830 | -20,47 | 3 | -33,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435 969 | -3,77 | 34 311 | -3,26 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 798 | -0,10 | 456 | 0,44 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 12 487 | -7,48 | 983 | -7,01 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 565 | -3,43 | 515 | -3,20 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 5 886 | -16,24 | 463 | -15,82 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6 861 | -4,55 | 540 | -4,09 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 34 649 | -0,25 | 2 727 | 0,26 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6 055 | -4,86 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 88 147 | -15,92 | 6 937 | -15,46 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 9 825 | -5,37 | 759 | -6,65 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 44 750 | -9,53 | 3 522 | -9,04 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4 023 | -2,43 | 317 | -1,86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 67 573 | -2,38 | 5 318 | -1,85 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 27 418 | -7,33 | 2 158 | -6,83 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 44 996 | -4,16 | 3 541 | -3,65 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71 550 | -0,82 | 5 631 | -0,30 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19 486 | -3,44 | 1 534 | -2,91 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24 929 | -17,07 | 1 962 | -16,66 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 11 634 | -1,71 | 916 | -1,19 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17 468 | -5,73 | 1 375 | -5,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37 581 | -3,34 | 2 958 | -2,83 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6 719 | -2,81 | 529 | -2,40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3 277 | -2,79 | 258 | -2,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 871 | -1,22 | 383 | -0,78 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81 574 | -24,83 | 6 420 | -24,44 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 14 190 | -20,95 | 1 117 | -20,57 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 67 918 | -13,06 | 5 345 | 88 983,33 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6 723 | -51,34 | 1 | -100,00 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 3 408 | -96,20 | 268 | -96,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34 049 | -33,63 | 3 | -33,33 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10 363 | -7,46 | 816 | -6,96 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54 425 | -0,53 | 4 273 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 241 | -14,18 | 98 | -14,16 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25 029 | -25,48 | 1 970 | -25,10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 109 650 | -35,01 | 8 629 | -34,66 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 53 | -74,40 | 4 | -75,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135 376 | -0,88 | 10 654 | -0,35 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 15 586 | -13,11 | 1 227 | -12,68 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34 905 | -89,24 | 2 747 | -89,18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | -24,00 | 12 | -26,67 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142 659 | -3,54 | 11 227 | -3,01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 399 764 | -2,13 | 31 461 | -1,60 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13 740 | -25,57 | 1 075 | -25,61 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51 009 | -0,34 | 4 014 | 0,20 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 819 | -8,90 | 379 | -8,45 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 801 | -1,77 | 2 424 | -1,22 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15 900 | -9,62 | 1 251 | -9,15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 393 | -37,52 | 31 | -38,78 | ||||
| 2025-08-14 | 13F | Man Group plc | 139 943 | -11,78 | 11 014 | -11,31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 194 290 | -1,20 | 15 291 | -0,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28 568 | -7,29 | 2 248 | -6,80 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 79 224 | -0,02 | 6 235 | 0,50 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 19 127 | -8,34 | 1 505 | -7,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 658 | -40,68 | 209 | -40,29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 622 | -60,51 | 442 | -60,32 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 44 914 | -0,11 | 3 535 | 0,43 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 196 | -31,15 | 252 | -30,85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36 239 | -8,37 | 2 852 | -7,82 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 7 105 | -2,03 | 559 | -1,41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25 299 | -21,05 | 1 991 | -20,61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 30 032 | -0,26 | 2 365 | 0,34 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 508 | -96,26 | 40 | -96,33 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 048 | -0,49 | 240 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 6 488 | -2,52 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 24 216 | -19,17 | 1 906 | -18,76 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 4 157 | -37,07 | 327 | -36,75 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 104 212 | -1,81 | 8 201 | -1,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 744 272 | -2,48 | 58 574 | -1,96 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 101 998 | -1,32 | 8 027 | -0,78 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 52 225 | -4,39 | 4 110 | -3,86 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 621 727 | -4,53 | 126 819 | -4,33 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2 609 | -20,94 | 205 | -20,54 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | -13,99 | 45 | -13,46 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4 653 | -13,91 | 366 | -13,48 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 738 | -3,78 | 58 | -3,33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 28 167 | -4,23 | 2 212 | -3,79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23 643 | -20,31 | 1 861 | -19,90 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 073 | -0,90 | 399 | 1,01 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27 647 | -31,53 | 2 161 | -31,62 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5 310 | -17,80 | 418 | -17,43 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28 648 | -5,25 | 2 255 | -4,73 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 31 083 | -0,48 | 2 446 | 0,08 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 599 | -19,28 | 755 | -18,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 153 425 | -2,38 | 12 075 | -1,85 | ||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67 132 | -6,98 | 5 283 | -5,25 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 54 085 | -0,01 | 4 256 | 0,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 262 | -49,18 | 2 224 | -48,91 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174 076 | -1,57 | 13 700 | -1,04 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 18 117 | -1,31 | 1 426 | -0,77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242 904 | -0,66 | 19 117 | -0,13 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95 383 | -2,23 | 7 507 | -1,70 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 8 416 | -23,84 | 662 | -23,47 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 837 | -26,08 | 223 | -25,75 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 24 413 | -8,73 | 1 911 | -8,13 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 22 663 | -10,32 | 1 784 | -9,86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35 118 | -1,73 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33 234 | -5,32 | 2 616 | -4,81 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 8 000 | -0,25 | 630 | 0,32 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7 082 | -0,01 | 554 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 606 | -8,65 | 677 | -8,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95 757 | -0,67 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 3 001 | -2,79 | 236 | -2,07 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 247 | -8,41 | 334 | -7,73 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10 929 | -7,45 | 860 | -6,93 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9 402 | -4,57 | 740 | -4,15 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 245 438 | -0,22 | 19 316 | 0,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 828 | -7,00 | 301 | -6,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78 605 | -6,72 | 6 186 | -6,22 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 11 568 | -4,30 | 910 | -3,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 605 | -87,17 | 2 173 | -87,10 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 12 748 | -31,81 | 1 003 | -31,44 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 33 997 | -25,85 | 3 | -33,33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 062 | -60,43 | 241 | -60,33 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35 772 | -6,38 | 2 818 | -4,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7 577 | -0,08 | 596 | 0,51 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 10 655 | -1,62 | 839 | -1,06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 5 446 | -3,73 | 429 | -3,17 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53 283 | -2,29 | 4 193 | -1,76 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 45 492 | -4,95 | 3 580 | -4,43 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 41 381 | -6,38 | 3 253 | -5,96 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9 220 | -0,91 | 726 | -0,41 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17 113 | -3,05 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35 093 | -6,95 | 2 762 | -6,47 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 20 467 | -4,03 | 1 611 | -3,54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 021 291 | -1,50 | 159 076 | -0,97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 135 563 | -4,68 | 10 669 | -4,17 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 391 744 | -0,07 | 30 830 | 0,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 915 109 | -6,00 | 386 819 | -5,49 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 2 966 | -5,42 | 233 | -4,90 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6 287 | -2,03 | 495 | -1,59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31 101 | -1,65 | 2 448 | -1,13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 519 | -33,67 | 277 | -33,49 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 18 230 | -29,07 | 1 435 | -28,73 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4 169 | -3,34 | 328 | -2,67 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12 458 | -2,51 | 980 | -0,71 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8 799 | -0,19 | 692 | 0,29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 58 842 | -73,97 | 5 | -76,47 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137 092 | -8,20 | 10 789 | -7,70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 575 639 | -6,72 | 45 303 | -6,22 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 51 475 | -8,65 | 4 051 | -8,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 547 | -0,56 | 279 | 0,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73 888 | -70,35 | 5 815 | -70,19 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3 133 | -0,67 | 245 | -0,41 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 102 903 | -3,99 | 8 099 | -3,48 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192 693 | -26,35 | 15 165 | -25,96 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 5 911 | -95,74 | 465 | -95,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 58 031 | -9,48 | 4 567 | -8,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 540 412 | -2,84 | 43 | -2,33 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 706 900 | -44,95 | 55 633 | -44,65 | ||||
| 2025-07-29 | 13F | Schubert & Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 59 915 | -1,61 | 4 715 | -1,07 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37 138 | -0,91 | 2 910 | -0,58 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3 528 | -73,10 | 278 | -72,66 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 255 871 | -68,53 | 177 537 | -68,28 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 467 | -2,91 | 352 | -2,50 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 13 960 | -9,20 | 1 099 | -8,73 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47 106 | -0,47 | 3 707 | 0,08 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 76 274 | -3,11 | 6 003 | -2,60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | -82,79 | 2 | -88,89 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 723 | -12,01 | 529 | -11,71 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 50 585 | -3,34 | 3 981 | -2,81 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9 780 | -0,51 | 770 | 0,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113 109 | -1,30 | 8 902 | -0,77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 10 158 | -29,25 | 799 | -28,85 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 9 241 | -1,22 | 727 | -0,68 | ||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 42 166 | -13,50 | 3 318 | -13,05 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9 963 | -7,42 | 784 | -6,89 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74 530 | -4,76 | 5 840 | -4,45 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31 852 | -3,42 | 2 507 | -2,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68 790 | -3,47 | 5 414 | -2,96 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 4 967 | -96,91 | 13 218 | 4,90 | ||||
| 2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 528 | -97,92 | 435 | -97,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30 685 | -1,23 | 2 415 | -0,70 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 14 754 | -1,67 | 1 161 | -1,11 | ||||
| 2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15 800 | -3,07 | 1 243 | -2,51 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241 199 | -1,34 | 18 982 | -0,81 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 107 027 | -2,06 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 700 | -0,58 | 685 | -0,15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 5 648 | -33,53 | 443 | -33,03 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 384 604 | -2,85 | 30 268 | -2,32 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 18 824 | -19,79 | 1 481 | -19,38 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24 867 | -10,21 | 1 957 | -9,73 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13 538 | -3,44 | 1 065 | -2,92 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19 988 | -12,49 | 1 573 | -11,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 792 001 | -0,68 | 62 330 | -0,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4 366 | -47,75 | 344 | -47,55 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9 116 | -4,55 | 717 | -4,02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2 694 | -48,26 | 212 | -47,91 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 37 359 | -0,47 | 2 940 | 0,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528 638 | -0,52 | 41 361 | -0,57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 39 498 | -14,71 | 3 108 | -14,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 609 | -2,94 | 756 | -2,33 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 73 690 | -4,16 | 5 799 | -3,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 54 424 | -10,27 | 4 283 | -9,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 402 | -0,74 | 583 | -0,17 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67 518 | -1,53 | 5 314 | -1,01 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 638 | -89,87 | 208 | -89,84 | ||||
| 2025-08-12 | 13F | Ames National Corp | 137 754 | -4,69 | 10 841 | -4,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 956 | -12,48 | 863 | -12,03 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | -4,44 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 639 | -38,90 | 1 073 | -38,58 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | -16,67 | 16 | -16,67 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76 011 | -2,04 | 5 982 | -1,50 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 361 | -0,93 | 894 | -0,33 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 144 316 | -2,05 | 11 358 | -1,53 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 53 837 | -7,28 | 4 237 | -6,80 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 40 634 | -3,08 | 3 198 | -2,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84 177 | -4,33 | 6 625 | -3,82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 295 | -84,82 | 574 | -84,74 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 488 355 | -5,71 | 38 434 | -5,21 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 255 | -63,83 | 335 | -63,70 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 710 | -6,30 | 131 | -5,76 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | -22,05 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 4 232 | -3,60 | 333 | -2,92 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 100 790 | -1,71 | 7 932 | -1,17 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 612 | -9,32 | 914 | -8,88 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 221 547 | -0,18 | 17 436 | 0,36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 764 | -54,82 | 139 | -54,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 132 | -75,38 | 1 663 | -75,24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 50 939 | -3,29 | 4 009 | -2,79 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | -14,29 | 7 | -14,29 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | -58,33 | 1 | -100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13 723 | -3,00 | 1 080 | -2,44 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 75 314 | -1,79 | 5 927 | -1,27 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 91 252 | -55,53 | 7 181 | -55,29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20 457 | -6,97 | 1 608 | -6,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301 024 | -62,02 | 23 652 | -61,88 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 309 | -1,82 | 497 | -1,39 | ||||
| 2025-04-08 | 13F | Verde Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83 612 | -8,03 | 6 580 | -7,53 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 83 853 | -66,78 | 6 599 | -66,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 6 365 | -2,33 | 501 | -1,96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 187 | -6,54 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 651 | -0,75 | 208 | -0,96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50 992 | -3,21 | 4 013 | -2,69 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 903 | -7,34 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6 147 | -1,76 | 484 | -1,23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8 378 | -2,50 | 659 | -1,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | -14,97 | 49 | -14,29 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7 124 | -0,04 | 561 | 0,54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6 679 | -7,04 | 526 | -6,58 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 40 745 | -5,85 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3 386 | -43,64 | 267 | -43,40 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 232 | -17,73 | 18 | -18,18 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 289 516 | -2,26 | 101 | -1,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12 135 | -0,82 | 955 | -0,21 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 661 | -10,73 | 209 | -10,30 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 645 | -42,50 | 208 | -42,22 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 090 | -18,06 | 243 | -17,63 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 390 | -67,31 | 31 | -67,74 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 16 907 | -0,82 | 1 331 | -0,30 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 550 | -32,06 | 279 | -30,77 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4 136 | -31,32 | 325 | -31,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6 959 | -6,70 | 548 | -6,17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19 678 | -8,38 | 1 549 | -7,91 | ||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 725 | -33,69 | 765 | -33,30 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 877 | -51,78 | 305 | -51,51 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 17 906 | -9,07 | 1 409 | -8,57 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 560 | -10,55 | 201 | -10,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340 102 | -5,80 | 26 766 | -5,30 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 48 781 | -0,39 | 3 839 | 0,16 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 757 | -12,03 | 216 | -11,16 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 2 831 | -5,19 | 223 | -4,72 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 3 757 | -23,12 | 294 | -23,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 382 030 | -3,11 | 30 066 | -2,59 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48 511 | -2,22 | 3 818 | -1,70 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 43 498 | -0,93 | 3 423 | -0,38 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 119 | -15,11 | 1 032 | -14,64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 153 712 | -15,13 | 12 097 | -14,67 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 16 647 | -0,19 | 1 303 | 1,16 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 63 773 | -9,76 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 669 | -86,25 | 210 | -86,18 | ||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 9 | -85,00 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25 027 | -1,79 | 1 970 | -1,25 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 034 | -0,98 | 317 | -0,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 559 | -88,32 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 13 164 | -8,30 | 1 036 | -7,75 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 39 405 | -6,00 | 3 101 | -5,49 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6 660 | -1,04 | 524 | -0,38 | ||||
| 2025-08-07 | 13F | Delta Financial Advisors Llc | 4 647 | -4,28 | 366 | -3,95 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20 690 | -6,68 | 1 628 | -6,17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 898 | -3,98 | 228 | -3,39 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 093 | -13,10 | 401 | -12,66 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45 260 | -77,47 | 3 566 | -76,84 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | -94,72 | 12 | -95,05 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 21 264 | -10,80 | 1 673 | -10,34 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 190 176 | -12,55 | 14 967 | -12,08 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 198 | -22,51 | 94 | -22,31 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8 033 | -2,51 | 632 | -2,02 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 461 | -66,67 | 428 | -66,61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 310 | -1,63 | 260 | -1,14 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27 455 | -8,59 | 2 161 | -8,12 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282 082 | -3,03 | 22 200 | -2,51 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58 247 | -1,34 | 4 584 | -0,80 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 395 | -13,64 | 346 | -13,32 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17 139 | -0,40 | 1 349 | 0,15 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 29 264 | -25,60 | 2 303 | -25,18 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145 790 | -0,93 | 11 474 | -0,40 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42 015 | -1,48 | 3 307 | -0,96 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 8 874 | -13,92 | 698 | -13,51 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 3 930 | -6,47 | 309 | -5,79 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 863 | -10,62 | 698 | -10,18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 120 337 | -8,27 | 9 470 | -7,78 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 99 731 | -2,62 | 7 849 | -2,10 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 12 205 | -7,36 | 961 | -6,89 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 260 | -74,59 | 1 044 | -74,44 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 367 979 | -0,25 | 28 960 | 0,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 468 753 | -11,27 | 587 791 | -10,79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 58 010 | -0,25 | 4 565 | 0,29 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116 781 | -49,80 | 9 | -50,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 205 | -0,10 | 331 | 0,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 117 | -0,33 | 639 | 0,16 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 36 445 | -4,86 | 2 868 | -4,34 | ||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 3 187 | -12,68 | 249 | -12,63 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 196 590 | -44,54 | 15 472 | -44,24 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5 128 | -38,58 | 404 | -38,28 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 392 617 | -10,68 | 345 699 | -10,20 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 38 685 | -1,94 | 3 045 | -1,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 222 508 | -0,77 | 17 511 | -0,24 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 33 186 | -0,15 | 2 612 | 0,38 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 993 | -2,92 | 393 | -2,49 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 017 | -30,86 | 80 | -30,43 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 799 | -4,38 | 692 | -3,89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 476 | -8,72 | 274 | -7,14 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 418 | -2,37 | 269 | -1,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 513 072 | -7,01 | 40 379 | -6,52 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 138 941 | -59,61 | 10 935 | -59,39 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2 952 | -10,60 | 232 | -10,08 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49 903 | -0,41 | 3 927 | 0,13 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 008 | -20,51 | 315 | -20,05 | ||||
| 2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59 893 | -32,40 | 4 714 | -32,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 53 416 | -41,83 | 4 204 | -40,76 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45 404 | -1,12 | 3 573 | -0,58 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3 472 | -6,74 | 271 | -6,87 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6 605 | -25,18 | 520 | -24,89 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 29 671 | -3,34 | 2 335 | -2,79 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 529 | -0,99 | 514 | -0,58 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 259 | -19,76 | 99 | -18,85 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7 652 | -11,52 | 603 | -10,28 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134 952 | -2,44 | 10 621 | -1,92 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 314 | -2,16 | 182 | -1,62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 9 241 | -5,50 | 727 | -4,97 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31 693 | -4,24 | 2 494 | -3,71 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 4 110 | -1,30 | 323 | -0,62 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 114 540 | -1,06 | 9 014 | -0,52 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 34 907 | -10,53 | 3 | -33,33 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 158 059 | -1,52 | 12 439 | -0,99 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24 873 | -12,06 | 1 958 | -11,61 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 019 | -19,38 | 0 | |||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 4 298 | -4,21 | 338 | -3,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 88 103 | -21,28 | 6 934 | -20,86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 984 | -0,68 | 25 498 | -0,14 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 54 127 | -3,16 | 4 260 | -2,65 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 24 821 | -0,05 | 1 953 | 0,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24 592 | -3,42 | 1 935 | -2,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 313 056 | -3,07 | 103 | -2,83 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75 414 | -18,96 | 5 935 | -18,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53 156 | -1,65 | 4 183 | -1,11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 984 | -41,44 | 628 | -41,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 33 096 | -4,09 | 2 605 | -3,59 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15 687 | -3,93 | 1 228 | -2,70 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 8 423 | -16,40 | 663 | -15,99 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111 159 | -65,29 | 8 710 | -64,29 | ||||
| 2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 545 | -0,12 | 1 774 | 0,40 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 29 436 | -63,31 | 2 317 | -63,12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 106 004 | -34,88 | 8 343 | -34,53 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21 515 | -1,99 | 1 687 | -1,86 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221 196 | -0,81 | 17 408 | -0,27 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 877 | -44,56 | 226 | -44,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 981 | -8,80 | 471 | -8,38 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 872 | -1,84 | 934 | -1,27 |
