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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 183 508 | -31,90 | 17 492 | -19,23 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 660 | -2,30 | 1 111 | 15,85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 13 177 | -0,12 | 1 059 | -8,63 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 246 579 | -2,07 | 23 504 | 16,15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 17 019 | -21,56 | 1 622 | -6,94 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 316 | -7,32 | 411 | 9,89 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 43 510 | -5,86 | 4 147 | 11,66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 17 854 | -1,63 | 1 702 | 16,67 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 829 241 | -71,86 | 79 043 | -66,62 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 8 067 | -16,75 | 648 | 2,86 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8 079 | -7,99 | 770 | 9,22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20 959 | -4,84 | 1 998 | 12,82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 440 | -2,40 | 233 | 16,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 938 767 | -12,52 | 89 484 | 3,75 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142 226 | -35,54 | 13 557 | -23,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 41 262 | -4,39 | 3 933 | 13,38 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 68 610 | -26,09 | 6 540 | -12,35 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 366 773 | -8,81 | 416 238 | 11,99 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 336 | -25,35 | 890 | -11,54 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10 977 | -13,09 | 1 046 | 3,05 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 107 506 | -30,66 | 10 247 | -17,76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47 289 | -54,86 | 4 508 | -46,47 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 68 | -65,66 | 6 | -60,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 117 370 | -77,87 | 11 | -76,09 | ||||
| 2025-05-09 | 13F | MWA Asset Management | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 39 373 | -19,34 | 3 801 | -3,14 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 25 894 | -8,14 | 2 468 | 8,96 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 881 | -17,37 | 1 037 | -1,98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 4 920 | -2,42 | 469 | 15,56 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 68 913 | -1,44 | 6 569 | 16,89 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 946 | -1,06 | 567 | 17,18 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 972 | -11,04 | 951 | 5,56 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 43 832 | -0,49 | 4 178 | 18,02 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 5 354 | -8,95 | 510 | 8,05 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 269 | -58,49 | 26 | -51,92 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 20 398 | -9,38 | 1 944 | 7,46 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 119 634 | -2,92 | 11 404 | 15,14 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 5 979 | -46,91 | 570 | -37,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110 780 | -6,84 | 10 560 | 10,48 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 55 569 | -4,37 | 5 297 | 13,40 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 31 692 | -3,34 | 3 021 | 14,61 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 671 263 | -34,63 | 63 985 | -22,47 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 234 498 | -3,29 | 22 352 | 14,70 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 2 633 | -0,83 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 294 338 | -10,28 | 28 056 | 6,41 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 471 | -3,91 | 807 | 13,98 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 115 694 | -5,10 | 11 028 | 12,54 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 116 693 | -11,72 | 11 123 | -4,26 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 22 408 | -3,81 | 2 137 | 14,04 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 37 594 | -57,45 | 3 583 | -49,54 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 17 708 | -0,38 | 1 713 | 15,74 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14 685 | -1,68 | 1 400 | 16,58 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2 920 | -13,38 | 278 | 2,96 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19 380 | -4,35 | 1 847 | 13,45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 130 922 | -5,69 | 12 479 | 11,86 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 5 082 | -6,49 | 484 | 11,01 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6 003 | -10,01 | 572 | 6,72 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5 705 | -80,33 | 544 | -76,67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32 813 | -20,27 | 3 128 | -5,44 | ||||
| 2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 73 943 | -0,67 | 7 048 | 17,80 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 112 762 | -2,69 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 59 581 | -0,73 | 5 679 | 17,75 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 6 293 | -0,30 | 600 | 18,15 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 38 | -89,08 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 5 600 | -76,57 | 534 | -72,24 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 031 905 | -0,88 | 98 361 | 17,56 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 32 820 | -0,47 | 3 128 | 18,04 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 973 | -16,34 | 93 | -1,08 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 434 380 | -5,32 | 41 405 | 12,29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 358 726 | -40,02 | 34 194 | -28,86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 162 | -14,24 | 969 | 1,68 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 118 | -3,12 | 488 | 14,86 | ||||
| 2025-05-20 | 13F | Aspen Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 23 754 | -2,11 | 2 264 | 16,10 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 100 324 | -50,26 | 9 566 | -38,32 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 847 823 | -3,55 | 80 815 | 14,39 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 7 667 | -96,03 | 629 | -96,40 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 129 102 | -47,19 | 12 306 | -37,36 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 406 | -0,25 | 39 | 18,75 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 717 | -4,38 | 423 | 12,20 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 98 020 | -2,31 | 9 343 | 15,86 | ||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 444 532 | -14,36 | 233 013 | 1,57 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 371 449 | -0,09 | 35 406 | 18,50 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 017 | -79,24 | 96 | -76,01 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 119 500 | -35,41 | 11 391 | -23,39 | |||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 103 271 | -18,07 | 9 844 | -2,83 | ||||
| 2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 693 | -5,87 | 257 | 11,79 | ||||
| 2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 55 291 | -28,96 | 5 270 | -15,75 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 48 284 | -1,87 | 4 555 | 14,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 52 479 | -6,35 | 5 002 | 11,08 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 7 769 | -49,92 | 741 | -40,61 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 18 853 | -0,30 | 1 834 | 20,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 320 284 | -0,88 | 30 747 | 20,82 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 802 | -13,01 | 648 | 3,18 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8 963 | -35,89 | 861 | -23,33 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 10 | -82,14 | 1 | -100,00 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 37 | -96,45 | 0 | |||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5 720 | -1,29 | 545 | 17,20 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 265 168 | -4,48 | 25 276 | 13,29 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 234 862 | -9,02 | 22 435 | 8,13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 383 | -43,03 | 2 515 | -32,44 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14 850 | -16,45 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3 935 | -25,96 | 375 | -12,18 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 1 472 114 | -0,02 | 140 322 | 18,58 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 820 | -19,51 | 459 | -4,57 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-12 | 13F | FreeGulliver LLC | 12 442 | -15,86 | 1 186 | -0,25 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 99 284 | -0,25 | 9 464 | 18,30 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 8 967 | -0,53 | 855 | 17,96 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 33 042 | -4,76 | 3 150 | 12,95 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 010 | -40,30 | 4 004 | -29,20 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42 600 | -42,51 | 4 061 | -31,82 | |||
| 2025-04-25 | NP | VCULX - Growth Fund | 48 000 | -71,93 | 4 204 | -71,86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 10 319 | -1,04 | 984 | 17,30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 19 148 | -14,25 | 1 825 | 1,73 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3 146 | -6,79 | 300 | 10,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 662 524 | -12,37 | 158 | 3,95 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 773 | -21,06 | 264 | -6,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 169 600 | -45,94 | 16 166 | -35,88 | |||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 042 | -30,96 | 290 | -18,08 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 3 151 | -0,13 | 300 | 18,58 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8 229 | -0,34 | 784 | 18,25 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 93 034 | -13,88 | 8 868 | 2,14 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 48 969 | -5,92 | 4 668 | 11,57 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 5 637 | -1,64 | 537 | 16,74 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2 583 | -34,61 | 246 | -22,40 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12 225 | -16,45 | 1 165 | -0,85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 116 354 | -15,70 | 11 091 | 0,29 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 167 790 | -6,74 | 15 994 | 10,60 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 152 547 | -3,03 | 12 260 | -2,58 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 190 798 | -3,28 | 18 187 | 14,71 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 16 837 | -1,53 | 1 605 | 16,74 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 218 219 | -3,67 | 20 801 | 14,24 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 985 | -16,78 | 1 524 | -1,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 352 760 | -9,59 | 510 225 | 7,22 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 117 | -33,82 | 202 | -21,79 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 38 759 | -3,37 | 3 695 | 14,61 | ||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 661 | -69,82 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 16 528 | -46,95 | 1 575 | -42,48 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14 180 | -0,01 | 1 352 | 18,61 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 136 | -52,94 | 13 | -47,83 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 29 810 | -65,09 | 2 842 | -58,60 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 16 311 | -10,22 | 1 555 | 6,44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 319 | -18,80 | 698 | 19,97 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 147 760 | -68,46 | 14 084 | -62,59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 611 | -50,71 | 534 | -38,81 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 653 788 | -7,39 | 157 639 | 9,84 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 4 290 | -6,09 | 409 | 11,17 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 726 | -15,91 | 355 | -0,28 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 073 | -1,13 | 1 055 | 17,22 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 370 | -2,58 | 607 | 15,62 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 74 994 | -1,93 | 7 148 | 16,32 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 230 | -92,38 | 22 | -91,32 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 028 | -1,28 | 1 814 | 17,04 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 655 | -11,25 | 444 | 5,23 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 124 068 | -8,48 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 81 406 | -2,66 | 7 760 | 15,44 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 005 | -9,31 | 1 049 | 7,59 | ||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -10 | -1 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 16 621 | -12,96 | 1 584 | 3,26 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 3 424 | -16,67 | 326 | -1,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57 003 | -38,74 | 5 434 | -27,35 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 32 829 | -4,12 | 2 692 | -12,86 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 9 250 | -0,12 | 882 | 17,94 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 35 497 | -5,33 | 3 384 | 12,28 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 8 425 | -39,17 | 803 | -27,85 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2 998 | -4,46 | 286 | 13,10 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 562 712 | -5,22 | 54 060 | 13,29 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 129 319 | -19,04 | 12 327 | -3,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29 019 | -10,60 | 2 766 | 6,06 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16 796 | -2,31 | 1 634 | 14,52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 221 | -6,50 | 307 | 11,23 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9 607 | -5,76 | 916 | 11,72 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 395 169 | -2,88 | 37 668 | 15,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 627 | -0,61 | 727 | 18,02 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 91 980 | -0,27 | 8 768 | 18,28 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 8 900 | -8,77 | 848 | 8,16 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 274 452 | -0,91 | 26 161 | 17,52 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 886 | -0,92 | 370 | 17,46 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 43 383 | -1,69 | 4 135 | 16,61 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 137 | -60,86 | 13 | -53,57 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27 428 | -0,55 | 2 614 | 17,96 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 700 | -26,78 | 67 | -13,16 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 389 343 | -2,51 | 37 112 | 15,62 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18 492 | -6,64 | 1 763 | 10,75 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 91 | -13,33 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 33 333 | -1,42 | 3 177 | 16,93 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 152 191 | -1,16 | 14 507 | 17,22 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 38 | -36,67 | 3 | -40,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68 158 | -5,48 | 6 497 | 12,10 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 127 | -78,14 | 12 | -73,91 | ||||
| 2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 56 074 | -3,08 | 5 345 | 14,95 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 8 289 | -15,32 | 790 | 0,51 | ||||
| 2025-05-07 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 660 474 | -7,49 | 63 | 8,77 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 99 664 | -12,49 | 9 500 | 3,79 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 821 | -5,64 | 460 | 11,95 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 107 889 | -9,93 | 10 284 | 6,81 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 5 365 | -0,06 | 511 | 18,56 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 575 | -4,45 | 436 | 13,54 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7 969 | -1,43 | 760 | 16,95 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 5 880 | -81,45 | 560 | -78,01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 136 732 | -1,24 | 13 033 | 17,14 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 7 331 | -51,59 | 699 | 69 700,00 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 385 186 | -3,70 | 36 716 | 14,22 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 474 | -3,90 | 808 | 13,98 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 8 365 | -5,48 | 797 | 12,10 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | 17 Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4 740 | -3,40 | 452 | 14,47 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 437 | -0,23 | 328 | 18,48 | ||||
| 2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 678 | -0,63 | 732 | 17,71 | ||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 51 942 | -2,30 | 4 951 | 15,89 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12 335 | -6,68 | 1 176 | 10,64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 75 804 | -13,00 | 7 226 | 3,17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3 883 | -6,34 | 370 | 11,11 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 7 346 | -9,53 | 700 | 7,36 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 374 688 | -48,19 | 35 715 | -38,56 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 628 | -7,17 | 1 013 | 10,11 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 128 986 | -3,43 | 12 295 | 14,53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100,00 | 0 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 74 399 | -1,19 | 7 092 | 14,85 | ||||
| 2025-05-19 | 13F | Alpha DNA Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 648 806 | -13,99 | 61 844 | 2,01 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 150 | -18,01 | 586 | -2,66 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 10 670 | -0,71 | 1 017 | 17,84 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 095 856 | -17,59 | 295 097 | -2,27 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 272 594 | -18,93 | 25 984 | -3,85 | ||||
| 2025-05-15 | 13F | Urban Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 43 875 | -0,50 | 4 182 | 18,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 35 631 | -3,44 | 3 396 | 14,54 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 414 | -4,85 | 1 469 | 12,91 | ||||
| 2025-05-02 | 13F | Stack Financial Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Somerset Trust Co | 5 778 | -10,20 | 551 | 6,38 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | Put | 0 | -100,00 | 0 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 208 623 | -25,49 | 19 891 | -11,61 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7 533 | -1,99 | 718 | 16,37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 139 | -95,23 | 5 557 | -95,64 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4 398 | -16,45 | 419 | -0,95 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 4 058 | -83,97 | 387 | -81,02 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16 551 | -30,03 | 1 578 | -17,04 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 21 764 | -1,28 | 1 749 | -9,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 474 848 | -26,32 | 45 262 | -13,64 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 24 830 | -10,39 | 2 367 | 6,24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 23 783 | -26,05 | 2 267 | -12,31 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 11 388 | -18,79 | 1 085 | -3,73 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 146 038 | -12,98 | 13 920 | 3,20 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 29 687 | -0,07 | 2 386 | -8,66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 104 580 | -70,93 | 9 969 | -65,52 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11 728 | -4,78 | 1 118 | 12,94 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Gratus Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 856 | -22,21 | 2 274 | -7,75 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 169 | -2,97 | 3 734 | 15,07 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 177 961 | -8,76 | 17 419 | 14,07 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19 237 014 | -2,33 | 1 833 672 | 15,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40 630 | -4,91 | 3 873 | 12,75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 311 | -3,71 | 4 891 | 4,40 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 928 | -3,52 | 756 | 14,39 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 40 468 | -2,52 | 3 859 | 15,64 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 8 933 | -3,02 | 851 | 15,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 127 | -27,84 | 12 | -14,29 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 12 275 | -4,09 | 1 170 | 13,81 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 3 732 | -5,81 | 356 | 11,64 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4 561 | -4,22 | 435 | 13,61 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 11 347 | -2,87 | 1 082 | 15,25 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 351 671 | -2,22 | 33 521 | 15,97 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 1 195 346 | -0,53 | 113 940 | 17,98 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 100 | -92,64 | 9 | -93,22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 304 | -76,95 | 410 | -72,67 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 100 136 | -0,93 | 9 545 | 17,49 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 151 004 | -0,16 | 14 394 | 18,41 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 102 336 | -0,07 | 9 755 | 18,52 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 7 138 | -7,56 | 680 | 9,68 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 28 483 | -8,29 | 2 715 | 8,73 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 28 460 | -0,73 | 2 713 | 17,71 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 29 031 | -20,13 | 2 767 | -5,27 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 951 | -0,03 | 1 806 | 18,58 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 9 054 | -25,22 | 728 | -31,67 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 70 304 | -7,19 | 6 701 | 10,09 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 157 522 | -3,41 | 15 015 | 14,56 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 11 467 | -69,82 | 1 093 | -64,20 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 934 | -2,51 | 89 | 17,11 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10 166 | -22,77 | 969 | -8,33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2 188 | -61,29 | 209 | -54,19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 228 | -90,03 | 712 | -87,78 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 345 589 | -6,45 | 32 942 | 10,95 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 4 030 | -21,06 | 384 | -6,34 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 581 488 | -10,19 | 141 844 | -8,04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 70 089 | -3,21 | 5 633 | -11,50 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 29 142 | -46,20 | 2 778 | -36,20 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 17 714 | -44,76 | 1 689 | -34,50 | ||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 273 205 | -1,11 | 26 042 | 17,29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 485 371 | -0,41 | 46 266 | 18,11 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 3 507 | -84,82 | 334 | -82,00 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61 457 | -10,01 | 5 858 | 6,74 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2 836 | -38,12 | 270 | -26,43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 103 542 | -3,61 | 88 692 | -11,86 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15 558 | -14,60 | 1 483 | 1,23 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 463 | -22,69 | 235 | -8,59 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 36 812 | -3,59 | 3 509 | 14,34 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 10 529 | -0,14 | 1 004 | 18,42 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 167 565 | -26,49 | 15 972 | -12,82 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 197 | -1,33 | 305 | 16,92 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5 976 | -0,33 | 570 | 18,30 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 203 249 | -26,61 | 19 374 | -12,96 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 226 129 | -31,60 | 21 555 | -19,46 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 918 | -11,82 | 87 | -4,40 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245 689 | -12,94 | 19 687 | -4,63 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 3 775 | -0,50 | 360 | 18,09 | ||||
| 2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 271 232 | -6,00 | 26 | 8,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41 005 | -33,95 | 3 909 | -21,67 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 20 582 | -93,91 | 1 962 | -92,79 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 16 496 | -1,20 | 1 572 | 17,23 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 338 467 | -10,55 | 32 263 | 6,09 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 6 277 | -0,48 | 598 | 18,18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 938 | -32,01 | 280 | -19,31 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3 537 | -28,96 | 337 | -22,88 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 17 904 | -1,50 | 1 707 | 16,85 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 53 913 | -14,93 | 5 139 | 0,90 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2 864 | -13,29 | 273 | 2,64 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63 937 | -2,59 | 6 094 | 15,55 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 71 551 | -1,60 | 7 052 | 18,94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 24 413 | -17,64 | 2 327 | -2,31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 69 483 | -0,87 | 6 623 | 17,58 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 139 964 | -2,32 | 108 661 | 15,85 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 392 599 | -2,54 | 37 423 | 15,59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37 495 | -2,28 | 3 574 | 15,93 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 210 279 | -3,74 | 20 820 | 18,59 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 178 622 | -4,33 | 17 026 | 13,47 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 264 362 | -15,58 | 25 199 | 0,12 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55 712 | -12,81 | 5 311 | 3,41 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 275 | -19,77 | 2 600 | -4,87 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 219 123 | -0,25 | 20 887 | 18,31 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4 835 | -1,57 | 461 | 17,01 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 26 159 | -2,40 | 2 565 | 11,28 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16 972 | -5,56 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 075 | -84,38 | 198 | -81,54 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 36 446 | -37,13 | 3 474 | -25,42 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 9 975 | -26,96 | 951 | -13,40 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 102 713 | -5,14 | 9 791 | 12,50 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2 627 | -0,76 | 250 | 17,92 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 252 | -14,29 | 20 | -20,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 757 | -4,75 | 16 086 | 12,96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 9 900 | -84,06 | 944 | -81,10 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 23 611 | -0,89 | 2 251 | 17,55 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 59 340 | -30,33 | 5 656 | -17,37 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 165 223 | -15,79 | 15 749 | -0,12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 26 677 | -8,17 | 2 543 | 8,91 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 200 | -44,74 | 398 | -34,54 | |||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 331 | -0,08 | 127 | 17,76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 592 524 | -28,93 | 56 | -16,42 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2 300 | -11,54 | 218 | 4,81 | |||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 592 176 | -3,21 | 437 726 | 14,80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 000 | -9,84 | 967 | -1,43 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 227 380 | -67,40 | 21 674 | -64,65 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 16 194 | -0,03 | 1 544 | 18,60 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66 394 | -1,74 | 6 329 | 16,54 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 3 047 | -0,59 | 290 | 17,89 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 222 618 | -0,98 | 21 220 | 17,43 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 125 | -31,69 | 12 | -21,43 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 95 571 | -11,88 | 9 110 | 4,50 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Nbw Capital Llc | 5 507 | -21,27 | 525 | -6,76 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 236 796 | -0,71 | 22 571 | 17,76 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 77 223 | -7,87 | 7 361 | 9,26 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 159 160 | -0,61 | 15 290 | 18,81 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 6 525 | -21,89 | 622 | -7,45 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 9 724 | -13,62 | 927 | 2,43 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88 631 | -2,61 | 8 448 | 15,50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 740 | -1,73 | 7 219 | 16,55 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9 045 | -6,25 | 862 | 11,23 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 831 | -36,81 | 81 | -22,86 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12 037 | -4,54 | 1 147 | 13,23 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13 714 | -4,25 | 1 307 | 13,55 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7 033 | -18,05 | 670 | -2,76 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3 794 | -33,66 | 362 | -28,09 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 245 462 | -0,09 | 23 397 | 18,50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 946 | -1,77 | 281 | 16,18 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4 501 | -4,23 | 429 | 13,79 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7 348 | -3,90 | 700 | 14,01 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6 626 | -0,87 | 632 | 17,50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 29 000 | -0,56 | 2 764 | 17,97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 785 | -38,10 | 266 | -26,59 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 4 170 | -5,72 | 326 | -8,17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 46 | -60,68 | 4 | -55,56 | ||||
| 2025-04-23 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 061 | -24,79 | 303 | -7,65 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 93 718 | -1,35 | 8 933 | 17,00 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 29 673 | -0,85 | 2 828 | 17,59 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 354 | -32,97 | 270 | -32,75 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 19 683 | -13,53 | 1 876 | 2,57 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 60 065 | -26,12 | 5 725 | -12,38 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 24 434 | -3,33 | 2 329 | 14,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18 046 | -15,80 | 1 720 | -12,87 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15 187 | -0,63 | 1 448 | 17,83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285 224 | -93,22 | 27 188 | -91,96 | ||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 233 236 | -26,88 | 22 232 | -13,28 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 874 | -26,02 | 941 | -12,22 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1 195 346 | -0,53 | 113 940 | 17,98 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 53 278 | -0,10 | 5 106 | 25,27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 73 873 | -6,01 | 7 042 | 11,46 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 269 637 | -1,89 | 25 702 | 16,36 | ||||
| 2025-05-13 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 7 580 | -9,00 | 723 | 7,92 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 403 403 | -0,95 | 38 452 | 17,48 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 132 770 | -54,96 | 12 656 | -46,59 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 12 460 | -6,60 | 1 188 | 10,73 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 12 279 | -38,16 | 1 170 | -26,65 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3 230 323 | -9,04 | 289 728 | -6,86 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 16 748 | -35,51 | 1 596 | -23,53 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 77 944 | -2,22 | 7 430 | 15,97 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 678 | -1,47 | 253 | 14,55 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2 637 | -13,60 | 251 | 2,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 151 | -6,89 | 300 | 10,70 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 30 480 | -3,23 | 3 032 | 30,65 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 26 132 | -27,78 | 2 491 | -14,37 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27 955 | -0,90 | 2 665 | 17,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 917 088 | -6,56 | 182 737 | 10,83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 67 871 | -26,06 | 6 | -14,29 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 54 670 | -7,53 | 5 211 | 9,68 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 66 948 | -7,92 | 6 546 | 13,08 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 70 315 | -3,21 | 6 702 | 14,80 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 6 838 | -31,39 | 675 | -15,86 | ||||
| 2025-05-13 | 13F | Azimuth Capital Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25 580 | -80,37 | 2 438 | -78,71 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 9 815 | -55,37 | 936 | -47,09 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 890 | -4,98 | 371 | 12,46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 1 654 000 | -26,87 | 157 659 | -13,27 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 828 628 | -0,55 | 78 985 | 17,94 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 21 399 | -22,98 | 2 040 | -8,65 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 117 292 | -1,35 | 11 180 | 17,01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 234 575 | -12,09 | 22 360 | 4,27 | ||||
| 2025-04-22 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 24 347 | -19,75 | 2 321 | -4,84 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2 337 | -82,81 | 223 | -79,67 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3 760 | -94,24 | 358 | -93,18 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 144 380 | -0,83 | 13 762 | 17,61 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 75 517 | -3,50 | 7 198 | 14,45 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18 815 | -0,90 | 1 793 | 17,57 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 44 532 | -0,02 | 4 245 | 18,58 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9 506 | -4,52 | 906 | 13,25 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 12 523 | -6,89 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 951 | -0,57 | 663 | 18,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 24 196 | -14,58 | 2 306 | 1,32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 70 551 | -4,28 | 6 725 | 13,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Call | 4 500 | -30,77 | 429 | -18,01 | |||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 446 | -1,09 | 231 | 15,00 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 53 429 | -7,35 | 5 093 | 9,88 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 |
