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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 58 446 | -13,54 | 4 444 | -4,55 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 707 | -44,86 | 814 | -39,12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 22 648 | -51,16 | 2 | -66,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 4 533 | -3,06 | 345 | 6,83 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 074 | -69,11 | 82 | -66,11 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 11 836 | -1,54 | 900 | 8,70 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 20 286 | -0,76 | 1 543 | 9,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6 927 | -2,24 | 527 | 15,35 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 6 085 | -30,66 | 463 | -23,51 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38 298 | -10,38 | 2 912 | -1,05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 278 | -10,75 | 2 835 | -1,49 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 149 | -1,32 | 11 | 10,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 723 | -50,00 | 55 | -45,45 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4 051 | -4,50 | 308 | 5,48 | ||||
| 2025-04-29 | 13F | Centennial Bank/AR/ | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 64 501 | -0,86 | 4 905 | 9,42 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 13 884 | -2,12 | 1 056 | 7,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 534 | -5,39 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 40 340 | -1,32 | 3 067 | 8,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Wynn Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 154 091 | -24,45 | 11 717 | -18,81 | ||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 192 453 | -0,25 | 14 634 | 10,11 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 68 286 | -13,40 | 5 192 | -4,42 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 2 641 | -2,44 | 201 | 7,53 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 403 344 | -0,74 | 30 670 | 9,56 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 104 357 | -1,22 | 7 935 | 9,03 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 5 427 | -4,71 | 413 | 5,10 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 856 | -9,04 | 293 | 0,34 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 4 162 | -3,19 | 316 | 6,76 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28 606 | -4,75 | 2 152 | 4,47 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 66 892 | -1,66 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 723 850 | -10,40 | 55 042 | -0,51 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18 138 | -8,64 | 1 379 | 0,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 021 | -1,05 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 430 | -1,15 | 33 | 10,34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 622 | -17,53 | 1 843 | -10,41 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 739 882 | -1,44 | 56 261 | 8,78 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 259 | -40,67 | 324 | -34,62 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 19 622 | -4,15 | 1 492 | 5,82 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 25 668 | -17,76 | 1 952 | -9,26 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 200 | -62,05 | 15 | -58,33 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116 913 | -4,97 | 8 054 | 1,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 536 | -39,09 | 41 | -33,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 414 | -17,92 | 336 | -9,46 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 17 238 | -9,18 | 1 311 | 0,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 172 375 | -2,89 | 13 107 | 7,19 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 7 229 | -1,97 | 550 | 8,28 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 78 288 | -0,14 | 5 953 | 10,22 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 90 320 | -4,09 | 6 868 | 5,86 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 43 | -91,21 | 3 | -90,91 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 710 612 | -11,66 | 54 035 | -2,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 4 738 | -13,56 | 360 | -4,51 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 194 289 | -19,61 | 14 774 | -11,27 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 962 | -23,27 | 149 | -15,34 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 220 047 | -3,15 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55 180 | -54,30 | 4 196 | -49,56 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 234 146 | -4,89 | 17 804 | 4,98 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 649 | -46,55 | 201 | -41,06 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 20 255 | -37,55 | 1 540 | -31,07 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 313 439 | -8,52 | 99 874 | 0,98 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 97 283 | -1,56 | 7 | 16,67 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 708 | -1,98 | 239 | -8,08 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9 632 | -0,84 | 732 | 9,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64 776 | -19,69 | 4 926 | -11,36 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 61 543 | -4,11 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3 253 | -2,98 | 247 | 7,39 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 154 156 | -3,72 | 87 762 | 6,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 270 | -46,65 | 325 | -39,33 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 347 211 | -0,57 | 26 402 | 9,75 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 12 399 | -1,13 | 943 | 9,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 81 397 | -7,26 | 6 189 | 2,37 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 79 928 | -8,45 | 6 078 | 1,05 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 63 731 | -0,87 | 5 189 | 17,19 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Armbruster Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18 766 | -17,02 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 179 | -91,66 | 318 | -90,81 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 044 | -8,91 | 1 752 | 0,57 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 419 721 | -1,53 | 107 956 | 8,69 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 165 433 | -6,08 | 12 579 | 3,67 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 215 309 | -26,21 | 16 372 | -18,56 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 7 866 | -0,53 | 598 | 9,32 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 12 230 | -53,46 | 930 | -48,67 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 3 835 | -9,38 | 292 | 0,00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 16 796 | -38,35 | 1 277 | -31,93 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 35 711 | -4,74 | 2 715 | 5,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 086 440 | -42,17 | 159 | -36,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 651 | -21,82 | 278 | -13,71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 16 490 | -1,29 | 1 254 | 8,96 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 7 371 | -11,58 | 560 | -2,44 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3 150 680 | -0,81 | 239 578 | 9,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8 546 | -4,23 | 1 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 12 412 | -0,25 | 944 | 10,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 006 | -0,27 | 2 130 | 10,08 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 64 | -4,48 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 483 | -13,85 | 265 | -5,04 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 26 865 | -3,30 | 2 043 | 6,74 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 26 005 | -13,57 | 1 977 | -4,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 473 436 | -10,53 | 36 000 | -1,25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 4 302 | -0,39 | 327 | 10,10 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 74 904 | -0,33 | 5 696 | 10,01 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 142 | -3,64 | 467 | 6,38 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 29 732 | -7,83 | 2 261 | 1,71 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 172 261 | -2,14 | 13 099 | 8,02 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 207 | -1,87 | 396 | 8,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 95 259 | -2,11 | 7 243 | 8,06 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 778 922 | -65,73 | 59 229 | -62,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 430 | -12,42 | 33 | -3,03 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 83 698 | -7,97 | 6 364 | 1,58 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44 | -30,16 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4 070 | -0,02 | 310 | 10,36 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 11 231 | -14,53 | 852 | -5,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37 372 | -0,13 | 2 842 | 10,20 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 102 959 | -0,18 | 7 829 | 10,19 | ||||
| 2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 33 675 | -22,40 | 2 561 | -14,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55 192 | -0,19 | 4 197 | 10,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 040 | -81,68 | 79 | -79,80 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16 487 | -22,41 | 1 254 | -14,35 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 46 819 | -16,99 | 3 560 | -8,37 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215 655 | -7,64 | 16 398 | 1,95 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3 576 | -0,22 | 272 | 10,16 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 250 920 | -83,85 | 19 080 | -82,18 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12 207 | -7,92 | 930 | 1,86 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 575 800 | -15,20 | 43 784 | -6,40 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 516 493 | -3,31 | 115 314 | 6,72 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 11 170 | -2,48 | 849 | 7,60 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6 450 | -19,88 | 490 | -11,71 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9 350 | -1,19 | 711 | 9,06 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 396 512 | -1,39 | 106 191 | 8,84 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 249 816 | -0,58 | 18 996 | 9,75 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 20 357 | -8,20 | 1 548 | 1,31 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 25 204 | -0,59 | 1 786 | 3,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3 193 | -0,81 | 243 | 9,50 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 117 174 | -1,51 | 8 910 | 8,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 195 | -32,67 | 243 | -25,77 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 438 386 | -36,55 | 33 335 | -25,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 168 469 | -6,01 | 12 844 | 4,03 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 85 745 | -36,62 | 6 520 | -30,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 296 | -0,06 | 479 | 10,14 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 460 093 | -5,77 | 34 985 | 4,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32 205 | -8,70 | 2 449 | 0,74 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 15 264 | -2,38 | 1 161 | 7,71 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 531 | -47,85 | 116 | -38,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 593 378 | -3,52 | 121 160 | 6,49 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 4 239 | -3,04 | 322 | 6,98 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 125 983 | -4,47 | 9 580 | 5,45 | ||||
| 2025-08-12 | 13F | Main Management ETF Advisors, LLC | 696 600 | -0,58 | 53 | 8,33 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 628 400 | -7,45 | 45 006 | -1,56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 112 | -30,91 | 237 | -23,87 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 50 801 | -1,87 | 3 863 | 8,30 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 147 | -1,71 | 87 | 8,75 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6 002 | -12,21 | 456 | -2,98 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 620 | -18,96 | 275 | -10,42 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 182 727 | -4,84 | 13 895 | 5,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 36 574 | -8,40 | 2 781 | 1,13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 347 | -34,77 | 26 | -27,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 555 511 | -17,05 | 42 | -8,70 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 39 712 | -1,10 | 3 020 | 9,15 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 313 439 | -8,14 | 98 797 | 0,41 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 625 493 | -26,01 | 47 562 | -18,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 436 | -17,52 | 109 | -8,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 196 326 | -9,00 | 90 969 | 0,44 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 15 458 | -19,38 | 1 175 | -10,98 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 198 466 | -21,07 | 15 091 | -12,87 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 55 806 | -1,50 | 3 997 | 4,77 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 16 543 | -1,14 | 1 258 | 9,11 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 097 | -26,94 | 388 | -19,37 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 298 | -9,84 | 251 | -0,79 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 329 | -24,16 | 557 | -16,37 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31 160 | -0,02 | 2 369 | 10,34 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 702 | -6,29 | 890 | 3,37 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 25 567 | -8,42 | 1 944 | 1,09 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5 660 | -13,56 | 430 | -4,66 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100,00 | 0 |
