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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 821 | -3,29 | 256 | -1,92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88 362 | -25,45 | 8 031 | -24,41 | ||||
| 2025-08-08 | 13F | Creative Planning | 80 102 | -33,43 | 7 281 | -32,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 110 | -65,62 | 10 | -67,86 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 26 205 | -0,22 | 2 382 | 1,15 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 8 893 | -39,19 | 808 | -38,32 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 720 | -1,32 | 611 | 0,00 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 423 608 | -10,19 | 38 502 | -8,93 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 136 | -5,62 | 649 | -4,28 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 87 366 | -14,71 | 7 941 | -13,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 141 009 | -18,54 | 104 | -17,60 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 29 193 | -0,21 | 2 653 | 1,18 | ||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 973 | -1,07 | 906 | 0,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59 898 | -24,43 | 5 444 | -23,38 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 639 | -10,93 | 785 | -9,67 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 101 470 | -1,47 | 9 223 | -0,10 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-15 | 13F | Trust Co Of Oklahoma | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 36 363 | -6,01 | 3 305 | -4,70 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7 128 | -3,39 | 648 | -2,12 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 429 | -3,05 | 4 583 | -1,69 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 26 963 | -1,54 | 2 451 | -0,16 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 40 988 | -3,46 | 3 725 | -2,10 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 447 | -31,41 | 677 | -27,23 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 78 824 | -13,69 | 7 164 | -12,48 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19 759 | -29,18 | 1 796 | -28,20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53 457 | -97,61 | 4 859 | -97,57 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 29 286 | -0,68 | 2 662 | 0,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 931 | -0,26 | 452 | 1,81 | ||||
| 2025-05-02 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23 304 | -0,49 | 2 118 | 0,91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92 476 | -17,91 | 8 405 | -16,77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 14 571 | -4,59 | 1 344 | 0,98 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 44 080 | -11,35 | 4 006 | -10,12 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 120 | -32,47 | 286 | -28,93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 700 | -6,33 | 340 | -3,95 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 246 380 | -2,17 | 113 337 | -0,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 7 298 | -1,80 | 663 | -0,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 100 339 | -0,57 | 9 120 | 0,82 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29 512 | -0,17 | 2 682 | 1,21 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 882 | -0,69 | 262 | 0,38 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8 143 | -20,84 | 740 | -19,74 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 290 | -1,23 | 844 | 0,12 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 39 980 | -32,60 | 3 634 | -30,26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 45 303 | -14,09 | 4 118 | -12,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 91 492 | -12,44 | 8 316 | -11,22 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 42 697 | -8,11 | 3 881 | -6,84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 612 | -4,69 | 419 | -3,23 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6 231 | -19,91 | 566 | -18,79 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 29 495 | -0,18 | 2 681 | 1,21 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 270 | -4,68 | 570 | -3,40 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 914 | -23,06 | 83 | -21,70 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5 468 | -1,92 | 497 | -0,60 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 831 | -79,82 | 76 | -79,67 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13 852 | -9,01 | 1 259 | -7,70 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19 750 | -36,78 | 1 795 | -35,89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11 739 | -4,50 | 1 067 | -3,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 431 | -10,94 | 4 947 | -7,98 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 554 | -11,64 | 414 | -10,61 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38 498 | -11,80 | 3 499 | -10,58 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 158 | -2,12 | 378 | -0,79 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55 912 | -25,65 | 5 082 | -24,63 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27 925 | -4,05 | 2 538 | -2,68 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37 174 | -2,29 | 3 379 | -0,94 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 7 531 | -3,83 | 684 | -2,43 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 20 859 | -5,56 | 1 896 | -4,24 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 111 891 | -2,55 | 10 170 | -1,20 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4 539 | -0,39 | 413 | 0,98 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 15 838 | -67,17 | 5 400 | 30,31 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 803 | -9,84 | 255 | -8,63 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9 275 | -14,04 | 843 | -12,82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 18 783 | -0,80 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 58 431 | -0,98 | 5 | -99,91 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 19 894 | -0,93 | 1 808 | 2,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 141 165 | -3,94 | 103 720 | -2,61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 724 | -3,10 | 338 | -1,74 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 115 584 | -1,51 | 10 505 | -0,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 195 210 | -5,11 | 108 633 | -3,78 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 141 | -29,15 | 13 | -29,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 961 | -4,98 | 724 | -3,73 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 570 | -3,92 | 143 | -2,74 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 567 | -3,47 | 506 | -2,13 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 161 679 | -2,94 | 14 813 | -0,80 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 353 | -3,53 | 214 | -2,29 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 39 725 | -3,98 | 3 611 | -2,64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 118 349 | -14,84 | 10 757 | -13,65 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 11 239 | -0,07 | 1 022 | 1,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 40 386 | -6,28 | 3 671 | -4,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 166 979 | -16,93 | 22 125 | -4,78 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 040 | -7,78 | 458 | -6,34 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 28 993 | -27,64 | 2 635 | -26,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 683 | -10,38 | 1 335 | -9,13 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 615 | -6,81 | 965 | -5,58 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 438 | -6,29 | 403 | -4,95 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 36 211 | -5,90 | 3 291 | -4,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 674 700 | -4,44 | 61 324 | -3,11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 52 386 | -24,87 | 4 761 | -23,82 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 72 951 | -1,43 | 6 631 | -0,05 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 19 517 | -1,30 | 1 774 | 0,06 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4 024 | -31,69 | 366 | -30,87 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 29 033 | -47,80 | 2 639 | -47,08 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 3 028 | -3,26 | 275 | -1,79 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 136 | -5,20 | 285 | -3,72 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5 109 | -4,93 | 464 | -3,53 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 15 227 | -6,74 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 21 397 | -1,19 | 1 945 | 0,15 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 11 175 | -0,07 | 1 016 | 1,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 51 338 | -43,09 | 4 666 | -42,30 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 853 | -20,54 | 350 | -19,35 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 200 | -20,45 | 654 | -19,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28 159 | -30,44 | 2 559 | -29,47 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 005 | -0,83 | 273 | 0,74 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 927 | -3,97 | 1 538 | -2,60 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 2 214 | -30,57 | 201 | -29,47 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 68 972 | -3,19 | 6 269 | -1,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 006 | -22,24 | 728 | -21,15 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138 455 | -16,83 | 12 584 | -15,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102 652 | -4,30 | 9 330 | -2,97 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 7 663 | -19,59 | 696 | -18,50 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 278 | -63,69 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17 181 | -0,46 | 1 562 | 0,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 000 721 | -5,10 | 91 | -4,26 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 170 | -58,94 | 15 | -59,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 038 421 | -5,71 | 457 942 | -4,40 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 368 038 | -1,96 | 33 451 | -0,59 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 67 | -61,27 | 6 | -60,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 084 278 | -5,11 | 280 330 | -3,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 587 586 | -2,57 | 53 406 | -1,21 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 036 | -17,86 | 1 730 | -16,71 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 16 634 | -9,57 | 1 512 | -8,31 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 918 | -23,43 | 1 083 | -22,37 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 17 432 | -53,22 | 1 584 | -52,57 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 246 | -16,61 | 22 | -15,38 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81 259 | -3,03 | 7 386 | -1,68 | ||||
| 2025-08-11 | 13F | Pollock Investment Advisors, LLC | 388 844 | -25,57 | 35 342 | -24,54 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 499 | -1,23 | 231 | 7,48 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 643 | -0,10 | 1 149 | 1,32 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 82 640 | -5,35 | 7 511 | -4,03 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1 088 | -2,07 | 0 | |||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 16 924 | -6,27 | 1 538 | -4,94 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 18 290 | -30,22 | 1 662 | -29,25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 25 500 | -10,31 | 2 318 | -9,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 462 525 | -0,30 | 132 929 | 1,09 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 114 088 | -3,15 | 10 370 | -1,80 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 009 | -5,42 | 455 | -4,01 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 741 | -25,86 | 2 885 | -24,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 520 | -46,43 | 229 | -45,61 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 24 292 | -0,47 | 2 208 | 0,91 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 20 318 | -6,06 | 1 847 | -4,75 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3 658 | -0,41 | 328 | 1,55 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 59 679 | -1,19 | 5 424 | 0,18 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 411 | -9,80 | 401 | -8,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 758 | -46,05 | 2 705 | -45,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 108 634 | -40,11 | 9 886 | -39,21 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5 421 | -77,14 | 493 | -76,85 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 59 378 | -7,20 | 5 397 | -5,91 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 294 790 | -0,33 | 26 793 | 1,06 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 357 | -32,00 | 214 | -30,97 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 734 | -24,51 | 158 | -23,41 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 6 830 | -1,27 | 621 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6 693 | -43,93 | 611 | -42,94 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 190 | -0,20 | 2 199 | 1,20 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 18 057 | -0,09 | 1 641 | 1,30 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 9 227 | -24,24 | 839 | -23,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 438 | -11,12 | 403 | -9,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 193 231 | -20,59 | 17 563 | -19,48 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 798 | -15,84 | 345 | -14,60 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 19 594 | -3,48 | 1 781 | -2,14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21 472 | -0,84 | 1 952 | 0,57 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20 011 | -6,25 | 1 819 | -4,97 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 527 | -11,19 | 2 684 | -8,08 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 782 | -25,40 | 344 | -24,45 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46 810 | -0,22 | 4 255 | 1,17 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 275 | -74,93 | 25 | -75,51 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 068 | -5,37 | 1 370 | -4,06 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55 156 | -2,12 | 5 013 | -0,75 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 377 | -10,77 | 216 | -9,62 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 797 | -0,29 | 527 | 0,96 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 540 | -0,20 | 594 | 1,19 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 120 | -0,27 | 102 | 1,00 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 13 064 | -14,62 | 1 187 | -13,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 771 221 | -4,58 | 70 096 | -3,25 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 19 954 | -0,01 | 1 814 | 1,40 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 23 372 | -1,64 | 2 124 | -0,28 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 58 687 | -3,25 | 5 334 | -1,89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16 220 | -5,38 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109 837 | -6,27 | 9 983 | -4,96 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 194 | -14,30 | 381 | -13,01 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 941 | -8,31 | 2 540 | -7,03 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 12 287 | -6,63 | 1 129 | -4,24 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 270 726 | -28,43 | 24 606 | -27,43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 54 892 | -0,46 | 5 065 | 2,45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31 709 | -11,37 | 3 | -33,33 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 47 664 | -2,65 | 4 332 | -1,28 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 13 044 | -6,10 | 1 186 | -4,82 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 50 298 | -16,95 | 4 572 | -15,79 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 919 | -64,65 | 1 | -100,00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 87 489 | -1,32 | 7 952 | 0,05 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 635 | -12,95 | 1 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31 151 | -6,40 | 2 831 | -5,10 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 43 608 | -2,97 | 3 964 | -1,61 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 3 249 | -0,31 | 295 | 1,03 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 510 | -80,74 | 23 | -90,09 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21 918 | -0,68 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 14 649 | -0,56 | 1 331 | 0,83 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 408 | -7,80 | 401 | -6,54 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 430 | -99,64 | 221 | -99,92 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 252 | -13,48 | 114 | -12,40 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9 794 | -46,63 | 885 | -45,13 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 100 509 | -2,09 | 9 135 | -0,73 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11 216 | -76,65 | 1 019 | -76,33 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 264 | -4,23 | 1 296 | -2,92 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 331 | -0,99 | 3 938 | 0,38 | ||||
| 2025-04-11 | 13F | Intellectus Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 243 | -50,23 | 3 749 | -49,54 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 28 974 | -31,07 | 2 633 | -28,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 587 | -42,62 | 962 | -41,84 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 25 903 | -1,49 | 2 354 | -0,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 051 | -1,25 | 459 | 0,22 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56 973 | -0,81 | 5 178 | 0,58 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 3 104 | -46,03 | 282 | -45,24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 837 | -50,14 | 258 | -49,61 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 40 939 | -0,98 | 3 721 | 0,38 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 160 932 | -6,26 | 14 627 | -4,95 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 4 062 | -12,87 | 369 | -11,51 | ||||
| 2025-04-09 | 13F | Schwab Charitable Fund | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 18 907 | -5,75 | 1 731 | -0,35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 24 932 | -5,14 | 2 266 | -3,78 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 34 005 | -4,42 | 3 091 | -3,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25 200 | -1,25 | 2 290 | 0,13 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 8 467 | -0,54 | 770 | 0,79 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 45 009 | -6,41 | 4 091 | -5,13 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 4 301 | -23,06 | 394 | -13,60 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2 730 | -33,50 | 248 | -32,43 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 259 743 | -0,14 | 23 608 | 1,25 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 366 | -75,52 | 123 | -75,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 393 478 | -14,47 | 36 | -14,63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 119 784 | -2,48 | 10 887 | -1,12 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4 342 | -0,09 | 395 | 1,29 |
