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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 59 032 | -1,13 | 3 761 | 5,41 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 32 087 | -60,53 | 2 044 | -57,91 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 538 | -1,04 | 417 | 5,58 | ||||
| 2025-04-23 | 13F | Investment Planning Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 90 987 | -1,07 | 5 797 | -3,16 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 198 | -12,01 | 277 | -3,16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 277 | -0,52 | 1 356 | 6,11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 384 | -2,87 | 216 | 3,37 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 88 754 | -3,34 | 5 655 | 3,06 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 20 449 | -2,12 | 1 303 | 4,33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 234 | -0,09 | 588 | 6,52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 19 006 | -0,64 | 1 211 | 5,95 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 30 141 | -2,96 | 1 920 | 3,50 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 23 135 | -12,01 | 1 474 | -6,18 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 116 928 | -4,64 | 7 449 | 1,68 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 43 088 | -5,65 | 2 832 | -4,74 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 447 | -2,96 | 220 | 3,30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 625 284 | -7,32 | 39 837 | -1,18 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 683 | -28,32 | 681 | -23,60 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 56 656 | -4,34 | 3 610 | 2,01 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 6 065 | -6,81 | 386 | -0,52 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 4 488 | -10,81 | 286 | -5,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 345 | -97,38 | 1 169 | -97,21 | ||||
| 2025-06-03 | 13F | Invst, LLC | 108 185 | -59,71 | 6 464 | -63,01 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 26 031 | -41,78 | 1 658 | -37,93 | ||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 228 910 | -11,72 | 14 584 | -6,30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 20 400 | -18,40 | 1 300 | -12,99 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 91 725 | -4,85 | 5 844 | 1,44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 409 | -23,21 | 153 | -6,71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 55 980 | -0,60 | 3 566 | 5,97 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 963 890 | -1,42 | 61 409 | 5,11 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 573 738 | -0,18 | 36 553 | 6,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 906 249 | -11,50 | 57 737 | -5,64 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 101 706 | -26,78 | 6 | -25,00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 956 | -14,20 | 953 | -8,55 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 186 | -0,00 | 1 668 | 6,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 949 704 | -2,29 | 60 506 | 4,18 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 458 511 | -3,56 | 29 212 | 2,83 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 40 | -87,50 | 3 | -89,47 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 554 | -29,83 | 354 | -25,21 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 50 256 | -10,09 | 3 202 | -4,13 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 64 177 | -1,95 | 4 089 | -4,02 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 429 | -15,92 | 346 | -10,39 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 350 640 | -0,17 | 22 339 | 6,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 34 167 | -20,90 | 2 177 | -15,66 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 34 348 | -0,42 | 2 188 | 6,21 | ||||
| 2025-08-14 | 13F | Clg Llc | 56 246 | -8,82 | 3 583 | -2,77 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 39 094 | -0,37 | 2 336 | -8,54 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 9 083 | -2,07 | 579 | 4,33 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 129 368 | -1,09 | 8 242 | 5,48 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 385 | -34,72 | 1 554 | -30,39 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 104 470 | -11,05 | 6 656 | -5,16 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 133 296 | -1,02 | 8 492 | 5,54 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 76 882 | -29,84 | 4 898 | -25,19 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 373 334 | -3,63 | 151 205 | 2,76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 750 | -49,97 | 48 | -47,19 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 41 720 | -16,18 | 2 658 | -10,63 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 112 693 | -0,26 | 7 180 | 6,34 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 438 | -84,51 | 28 | -83,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 475 846 | -8,79 | 30 316 | -2,74 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 838 | -37,02 | 372 | -32,91 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24 277 | -28,00 | 1 547 | -23,24 | ||||
| 2025-07-21 | 13F | 25 Llc | 11 093 | -0,01 | 707 | 6,65 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 672 | -26,45 | 1 444 | -21,56 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13 894 | -6,74 | 885 | -0,56 | ||||
| 2025-04-08 | 13F | HFG Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3 470 | -36,85 | 221 | -32,62 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 147 | -11,45 | 9 | -18,18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668 910 | -2,31 | 43 | 5,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 675 | -68,62 | 43 | -66,41 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 801 | -3,78 | 178 | 2,89 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 24 547 | -66,17 | 1 564 | -63,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 135 842 | -10,01 | 8 655 | -4,05 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 180 522 | -6,44 | 11 501 | -0,23 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 23 688 | -7,01 | 1 509 | -0,85 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 108 064 | -3,69 | 6 885 | 2,68 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15 971 | -3,11 | 1 018 | 3,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 795 | -12,61 | 369 | -6,82 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 425 | -15,84 | 27 | -10,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 230 280 | -0,39 | 14 671 | 6,21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48 948 | -15,95 | 3 118 | -10,41 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 383 457 | -4,82 | 24 430 | 1,49 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 221 | -50,51 | 396 | -47,27 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 61 640 | -2,46 | 3 927 | 4,03 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 7 954 | -50,00 | 507 | -46,74 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 31 550 | -1,07 | 2 010 | 5,51 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 502 | -31,67 | 351 | -27,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 143 | -1,51 | 328 | 4,81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55 314 | -52,74 | 3 524 | -49,61 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 5 312 | -9,32 | 344 | -2,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 547 045 | -3,27 | 34 852 | 3,14 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 148 370 | -13,17 | 9 453 | -7,42 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 800 | -26,82 | 370 | -21,99 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 121 398 | -2,05 | 7 734 | 4,44 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16 350 | -29,28 | 1 042 | -24,62 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 26 198 | -3,52 | 1 669 | 2,90 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 288 869 | -0,20 | 18 883 | 24,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 552 | -28,10 | 630 | -34,03 | ||||
| 2025-04-28 | 13F | BetterWealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44 956 | -3,31 | 2 864 | 3,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 116 | -30,33 | 836 | -25,71 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 22 794 | -3,41 | 1 452 | 2,98 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 75 196 | -0,97 | 4 791 | 5,60 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 9 510 | -3,01 | 606 | 3,42 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 19 273 | -78,56 | 1 | -80,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 849 400 | -1,57 | 500 085 | 4,95 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 212 084 | -8,92 | 13 512 | -2,88 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 25 149 | -13,17 | 1 602 | -7,40 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 196 149 | -0,03 | 12 497 | 6,59 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 17 572 | -3,14 | 1 131 | 4,43 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 31 666 | -0,86 | 2 017 | 5,71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 822 | -1,35 | 2 792 | 5,32 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3 524 | -2,81 | 211 | -10,64 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 125 375 | -2,37 | 8 | -99,91 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 170 011 | -7,18 | 10 831 | -1,03 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 720 | -29,97 | 110 | -25,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 97 017 | -4,65 | 6 181 | 1,66 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 48 574 | -0,26 | 3 095 | 6,36 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 733 | -4,05 | 493 | 2,29 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 23 047 | -44,73 | 1 | -50,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 12 601 | -0,47 | 803 | 6,08 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12 521 | -38,08 | 798 | -36,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 867 | -39,77 | 2 | -66,67 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 41 072 | -7,06 | 2 454 | -14,64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 128 | -94,15 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 12 304 | -8,87 | 784 | -2,85 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 211 | -7,39 | 332 | -1,49 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 783 227 | -0,83 | 49 895 | 5,73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168 937 | -1,95 | 10 763 | 8,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 28 449 | -11,07 | 1 700 | -18,36 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27 720 | -23,30 | 1 766 | -18,20 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 37 635 | -5,52 | 2 398 | 0,71 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 143 403 | -2,94 | 9 | 12,50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 343 428 | -6,76 | 21 881 | -0,60 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 222 039 | -0,92 | 14 146 | 5,65 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4 984 | -2,75 | 318 | 3,59 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 116 597 | -0,44 | 7 428 | 6,16 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 42 167 | -0,09 | 2 519 | -8,27 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 175 273 | -13,43 | 11 167 | -7,70 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 282 | -5,20 | 209 | 1,46 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 235 285 | -1,22 | 14 990 | 5,33 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 56 473 | -1,41 | 3 598 | 5,11 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 15 701 | -4,84 | 1 000 | 1,52 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 11 012 | -12,50 | 702 | -6,66 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 19 106 | -1,45 | 1 217 | 5,09 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 825 960 | -0,43 | 371 172 | 6,17 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 743 | -35,34 | 1 003 | -31,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 643 | -25,38 | 423 | -20,34 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 451 597 | -1,55 | 28 771 | 4,98 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 60 830 | -1,49 | 3 875 | 5,04 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 427 955 | -17,05 | 27 265 | -11,55 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 324 881 | -9,93 | 20 698 | -3,96 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 82 582 | -6,40 | 5 325 | 8,39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34 548 | -1,99 | 2 201 | 4,51 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 10 516 | -1,25 | 670 | 5,19 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 372 | -12,16 | 725 | -6,34 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 42 456 | -1,45 | 2 705 | 5,05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 53 434 | -9,47 | 3 404 | -3,46 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10 134 | -10,61 | 646 | -4,73 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6 343 | -14,96 | 404 | -7,97 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 16 128 | -0,70 | 1 028 | 5,88 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 952 | -43,56 | 698 | -39,86 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 57 728 | -0,85 | 3 678 | 5,72 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 16 734 | -1,82 | 1 066 | 4,72 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4 078 | -88,63 | 260 | -87,91 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 341 545 | -27,57 | 22 098 | -23,03 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 35 747 | -0,61 | 2 277 | 5,96 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 502 | -46,09 | 414 | -42,50 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 35 728 | -0,36 | 2 276 | 6,26 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 106 501 | -13,20 | 6 785 | -7,45 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 171 913 | -5,12 | 10 953 | 1,16 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 47 770 | -1,41 | 3 043 | 5,11 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 38 904 | -0,93 | 2 479 | 5,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 100 982 | -11,20 | 6 434 | -5,31 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 34 227 | -2,18 | 2 181 | 4,31 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 146 038 | -0,51 | 9 304 | 6,09 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 110 610 | -3,16 | 7 047 | 3,25 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 305 521 | -3,85 | 19 465 | 2,52 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 803 | -22,38 | 433 | -17,21 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 65 239 | -20,99 | 4 156 | -15,75 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 377 509 | -9,31 | 24 051 | -3,30 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47 883 | -3,44 | 3 051 | 2,97 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 246 718 | -0,75 | 15 718 | 5,83 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4 952 | -12,99 | 315 | -7,35 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 911 621 | -1,76 | 58 079 | 4,75 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 64 000 | -55,20 | 4 077 | -52,24 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 66 001 | -1,79 | 4 205 | 4,71 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 34 323 | -2,30 | 2 187 | 4,14 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 670 | -10,02 | 552 | -4,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 133 117 | -0,74 | 8 481 | 5,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 016 654 | -0,62 | 64 771 | 5,97 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 35 557 | -3,49 | 2 265 | 2,91 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 119 582 | -3,32 | 7 619 | 3,09 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 034 | -33,83 | 130 | -29,51 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 366 196 | -2,42 | 87 040 | 4,05 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 8 290 | -1,75 | 547 | 9,64 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 134 494 | -7,98 | 8 569 | -1,88 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 761 | -48,22 | 314 | -38,99 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 316 046 | -2,87 | 83 845 | 3,57 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 53 150 | -6,55 | 3 386 | -0,35 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 838 | -40,96 | 308 | -37,01 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3 792 | -60,93 | 242 | -58,38 | ||||
| 2025-05-01 | 13F | Isthmus Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5 015 | -22,01 | 320 | -16,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 416 | -50,39 | 90 | -47,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 143 984 | -19,99 | 9 173 | -14,69 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 24 155 | -1,24 | 1 539 | 5,27 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 508 | -8,38 | 415 | -2,36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 15 725 | -1,69 | 1 002 | 4,82 | ||||
| 2025-05-01 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 43 076 | -11,56 | 2 744 | -5,70 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 3 599 | -48,96 | 229 | -45,61 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4 197 | -0,36 | 267 | 18,67 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 4 259 | -0,65 | 271 | 5,86 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 51 373 | -5,02 | 3 273 | 1,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 72 820 | -0,26 | 4 639 | 6,35 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 4 561 | -61,64 | 291 | -59,15 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14 435 | -19,22 | 920 | -13,87 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 713 | -10,18 | 555 | -4,15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 580 | -19,06 | 419 | -13,61 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 945 | -17,57 | 251 | -11,93 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 30 958 | -3,39 | 2 092 | 8,51 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 28 169 | -3,31 | 1 795 | 3,10 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 118 727 | -2,14 | 7 564 | 4,36 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 388 887 | -2,74 | 24 776 | 3,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 585 | -6,40 | 37 | 0,00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 75 308 | -1,56 | 4 798 | 4,97 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44 057 | -3,34 | 2 807 | 3,05 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 44 635 | -8,43 | 2 844 | -2,37 |
