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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18 205 | -0,82 | 1 083 | 0,09 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 521 867 | -1,62 | 31 213 | -0,94 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 984 | -12,87 | 119 | -12,59 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57 073 | -5,10 | 3 414 | -4,45 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 553 | -6,90 | 33 | -5,71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 450 | -2,85 | 326 | -2,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 158 618 | -13,23 | 9 487 | -12,64 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 7 144 | -0,57 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 5 181 | -4,62 | 310 | -4,04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 980 | -18,42 | 836 | -17,80 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | -4,17 | 1 | |||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 204 | -8,40 | 2 165 | -7,75 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 898 | -99,90 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 445 741 | -19,97 | 26 660 | -19,42 | ||||
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 102 184 | -15,50 | 6 112 | -14,91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168 443 | -45,92 | 10 075 | -45,50 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26 934 | -9,09 | 1 611 | -8,47 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 86 507 | -2,05 | 5 133 | -1,97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 78 727 | -12,28 | 4 709 | -11,67 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 344 943 | -46,73 | 20 631 | -46,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 693 774 | -85,80 | 41 495 | -85,70 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 36 140 | -24,14 | 2 162 | -23,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 923 | -36,58 | 175 | -34,83 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 40 425 | -1,00 | 2 418 | -0,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9 400 | -31,39 | 562 | -30,87 | |||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6 964 | -55,99 | 412 | -56,12 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 99 631 | -8,49 | 5 959 | -7,87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 260 931 | -7,62 | 16 | -6,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 599 | -51,30 | 36 | -50,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 174 | -9,64 | 1 027 | -9,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185 842 | -25,05 | 11 | -21,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 001 | -5,39 | 718 | -4,78 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 21 342 | -0,17 | 1 276 | 0,55 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34 805 | -48,00 | 2 082 | -47,66 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 20 403 | -23,89 | 1 220 | -23,37 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 54 486 | -2,33 | 3 259 | -1,66 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 56 007 | -27,66 | 3 350 | -27,18 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 161 758 | -12,00 | 9 675 | -11,39 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6 272 | -2,58 | 375 | -2,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 175 | -5,50 | 549 | -4,86 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 467 469 | -21,00 | 27 959 | -20,46 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 92 007 | -2,92 | 5 503 | -2,26 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 483 691 | -43,60 | 28 930 | -43,21 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 88 217 | -17,26 | 5 276 | -16,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 709 | -0,06 | 641 | 0,63 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-11 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 278 623 | -8,00 | 16 664 | -7,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 294 976 | -3,91 | 18 | -5,56 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 710 087 | -7,52 | 42 470 | -6,88 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 227 976 | -4,42 | 13 635 | -3,76 | ||||
| 2025-05-15 | 13F | Texas Treasury Safekeeping Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 333 | -13,57 | 319 | -14,52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10 192 | -4,39 | 610 | -3,79 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 100 392 | -3,95 | 6 004 | -3,29 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 35 843 | -7,59 | 2 144 | -6,95 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 361 | -62,98 | 201 | -62,71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 68 548 | -67,03 | 4 111 | -66,11 | ||||
| 2025-07-07 | 13F | Trust Co | 9 150 | -0,01 | 547 | 0,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 017 471 | -0,01 | 60 855 | 0,67 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 443 | -8,36 | 1 043 | -7,70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 425 | -48,57 | 85 | -48,17 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 8 775 | -92,84 | 526 | -92,70 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 26 667 | -26,76 | 1 595 | -26,27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 460 | -13,61 | 566 | -13,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 741 | -14,14 | 44 | -13,73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2 400 000 | -17,24 | 143 544 | -16,67 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96 875 | -8,13 | 5 794 | -7,49 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 852 | -86,12 | 350 | -86,03 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 105 217 | -1,57 | 6 293 | -0,88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 3 546 | -21,43 | 212 | -20,90 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 225 407 | -0,14 | 252 722 | 0,55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 700 | -7,44 | 879 | -6,79 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 337 201 | -3,68 | 20 168 | -3,01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51 533 | -85,33 | 3 | -85,00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 19 278 | -0,41 | 1 153 | 0,35 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 345 737 | -10,13 | 20 679 | -9,35 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4 708 | -7,49 | 282 | -6,95 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 7 375 | -0,95 | 441 | -0,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 3 187 898 | -56,98 | 190 668 | -56,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 235 | -32,13 | 253 | -31,62 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 561 111 | -1,60 | 33 560 | -0,92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 39 349 | -7,22 | 2 353 | -6,59 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6 907 | -23,73 | 413 | -23,09 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 456 | -3,04 | 1 941 | -2,36 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 128 831 | -32,34 | 246 945 | -31,87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 687 | -5,50 | 1 895 | -4,82 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 331 | -12,20 | 319 | -11,67 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 327 | -12,24 | 319 | -11,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 336 | -6,68 | 795 | -6,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 31 692 | -0,97 | 1 895 | -0,26 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 380 159 | -16,98 | 22 737 | -16,41 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13 977 | -9,70 | 836 | -9,14 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 621 862 | -0,68 | 37 194 | 0,00 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 197 801 | -67,85 | 11 830 | -67,63 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | -70,41 | 13 | -70,45 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 95 | -9,52 | 6 | -16,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 243 | -1,16 | 373 | -0,53 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 42 980 | -2,90 | 2 571 | -2,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 053 320 | -36,77 | 362 049 | -36,33 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 25 575 | -48,67 | 1 530 | -48,33 | ||||
| 2025-04-29 | 13F | Whelan Financial | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 96 355 | -0,14 | 5 764 | 0,58 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41 023 | -0,33 | 2 454 | 0,37 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 72 197 | -40,64 | 4 | -42,86 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 481 | -1,23 | 28 | -3,57 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 130 082 | -19,38 | 7 697 | -19,25 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 640 090 | -2,53 | 38 284 | -1,85 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 17 319 | -39,55 | 1 036 | -39,15 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 773 | -1,77 | 285 | -1,04 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 45 151 | -3,84 | 2 700 | -3,19 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 50 | -92,51 | 3 | -94,87 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 11 720 | -18,37 | 701 | -17,84 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 935 | -1,98 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19 111 064 | -20,14 | 1 143 033 | -19,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 457 | -3,97 | 2 240 | -3,28 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 553 | -11,33 | 571 | -10,64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 20 149 | -11,00 | 1 205 | -10,34 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 23 437 | -0,25 | 1 402 | 0,43 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5 263 | -0,66 | 315 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 293 123 | -39,71 | 17 532 | -39,30 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 975 | -19,26 | 597 | -18,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 131 | -1,24 | 726 | -0,55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 8 411 | -20,45 | 503 | -19,90 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 921 | -0,20 | 354 | 0,57 | ||||
| 2025-08-14 | 13F | State Street Corp | 4 450 000 | -19,09 | 266 154 | -18,53 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 40 559 | -0,73 | 2 426 | -0,08 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 526 | -74,66 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 079 310 | -11,31 | 64 554 | -10,70 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 405 | -19,63 | 862 | -19,08 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 178 616 | -23,85 | 10 712 | -21,71 | ||||
| 2025-08-14 | 13F | Wit, Llc | 82 534 | -4,90 | 4 936 | -4,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 7 935 | -9,24 | 475 | -8,67 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 471 782 | -15,23 | 28 217 | -14,64 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 71 990 | -3,47 | 4 306 | -3,73 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 82 591 | -9,86 | 4 940 | -9,24 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 021 | -0,49 | 240 | 0,00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 10 849 | -62,13 | 647 | -61,92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18 331 | -6,88 | 1 096 | -6,24 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 528 | -22,26 | 211 | -21,93 | ||||
| 2025-07-17 | 13F | SWS Partners | 14 775 | -9,52 | 884 | -6,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 078 | -5,20 | 962 | -4,57 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 249 576 | -7,59 | 14 927 | -6,95 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 51 834 | -7,87 | 3 100 | -7,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 690 | -0,03 | 819 | 0,62 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 99 967 | -4,65 | 5 979 | -3,98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 76 614 | -0,58 | 4 551 | -0,59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 696 | -6,95 | 879 | -6,40 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 261 544 | -28,47 | 16 | -28,57 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 1 015 724 | -6,40 | 60 334 | -4,14 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 26 335 | -1,85 | 1 575 | -1,13 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 456 605 | -11,46 | 27 310 | -10,85 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 1 000 773 | -2,49 | 59 856 | -1,82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 32 473 | -1,23 | 1 942 | -0,51 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 100 856 | -2,30 | 6 048 | 0,45 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 92 256 | -3,32 | 5 518 | -2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 29 513 | -6,88 | 1 765 | -6,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 359 | -6,68 | 1 337 | -6,04 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 45 223 | -20,54 | 2 696 | -20,85 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 330 589 | -13,05 | 19 773 | -12,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 181 947 | -11,99 | 10 882 | -11,38 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 47 496 | -2,79 | 2 841 | -2,14 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 283 | -1,56 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 025 | -0,99 | 420 | -0,24 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 44 986 | -7,37 | 2 691 | -6,73 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 748 | -35,14 | 762 | -34,70 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 996 | -88,76 | 59 | -88,76 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 591 | -16,99 | 35 | -14,63 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 970 457 | -2,06 | 117 853 | -1,38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 750 | -20,79 | 2 736 | -20,23 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 244 122 | -0,48 | 14 601 | 0,20 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 7 446 | -2,37 | 445 | -1,77 | ||||
| 2025-04-11 | 13F | LifeGuide Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 995 | -0,43 | 2 811 | 0,25 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 123 797 | -7,05 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 285 416 | -14,52 | 17 071 | -13,83 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285 002 | -2,74 | 17 046 | -2,07 | ||||
| 2025-05-15 | 13F | Dai-ichi Life Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 11 536 | -2,33 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 172 918 | -2,71 | 10 342 | -2,04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 167 | -62,30 | 10 | -65,38 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 9 | -93,18 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 514 | -44,95 | 330 | -44,61 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7 105 | -49,04 | 425 | -48,79 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 88 054 | -3,96 | 5 267 | -3,29 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 640 114 | -2,98 | 38 285 | -2,31 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 56 067 | -3,47 | 3 353 | -2,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 906 | -6,44 | 7 052 | -5,80 | ||||
| 2025-07-23 | 13F | Axos Invest Inc. | 128 892 | -3,51 | 7 709 | -2,84 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 330 589 | -13,05 | 19 721 | -12,53 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 20 822 | -1,30 | 1 245 | -0,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 407 | -2,97 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 215 | -5,17 | 1 209 | -4,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210 420 | -11,25 | 12 467 | -11,47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 162 107 | -0,09 | 9 696 | 0,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 68 121 | -4,39 | 4 074 | -3,73 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 45 195 | -22,52 | 2 685 | -20,66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 35 382 | -0,56 | 2 116 | 0,14 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 108 884 | -0,37 | 6 512 | 0,32 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44 670 | -57,00 | 2 652 | -57,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 65 832 | -82,97 | 3 937 | -82,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 611 | -46,02 | 37 | -46,27 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 933 | -34,41 | 295 | -33,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 77 446 | -2,79 | 4 632 | -2,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 543 | -11,23 | 810 | -10,71 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 589 975 | -5,15 | 35 286 | -4,49 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 104 | -96,82 | 6 | -96,91 | ||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 669 | -9,63 | 339 | -8,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 710 | -8,28 | 760 | -7,65 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 6 237 | -0,45 | 371 | -0,27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 912 | -9,25 | 54 | -6,90 | ||||
| 2025-04-24 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 77 506 | -24,71 | 4 618 | -24,50 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 10 666 | -6,04 | 638 | -5,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30 939 | -31,47 | 1 850 | -31,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 670 | -7,09 | 219 | -6,41 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 5 742 | -39,94 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 633 894 | -2,08 | 97 723 | -1,41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 202 994 | -25,39 | 12 141 | -24,87 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 122 064 | -24,21 | 7 301 | -23,70 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 32 503 | -7,37 | 1 944 | -6,72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 69 676 | -1,58 | 4 167 | 2,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 81 169 | -86,02 | 4 855 | -85,92 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 374 141 | -5,50 | 22 377 | -4,84 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 47 985 | -8,96 | 2 870 | -8,34 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 290 | -66,67 | 315 | -66,60 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 3 371 | -31,79 | 202 | -31,40 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class | 207 852 | -15,32 | 12 432 | -14,74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 2 050 000 | -21,15 | 122 610 | -20,61 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 238 | -74,09 | 74 | -73,85 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 12 692 | -6,28 | 759 | -5,60 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 66 128 | -27,28 | 3 955 | -26,77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 015 | -76,17 | 61 | -76,19 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 552 994 | -3,19 | 33 075 | -2,52 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 11 504 | -9,07 | 688 | -8,39 | ||||
| 2025-07-15 | 13F | LeConte Wealth Management, LLC | 31 126 | -12,66 | 1 862 | -12,05 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 4 258 | -10,45 | 255 | -9,93 | ||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 224 | -12,50 | 13 | -13,33 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 800 | -45,24 | 3 098 | -44,86 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 62 778 | -1,40 | 3 755 | -0,71 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 69 920 | -1,37 | 4 182 | -0,69 | ||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101 189 | -70,01 | 6 052 | -69,80 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 028 | -15,45 | 241 | -14,89 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 73 738 | -19,93 | 4 | -20,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 77 291 | -40,93 | 4 623 | -40,52 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 740 542 | -3,34 | 44 | -2,22 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 924 | -90,93 | 414 | -90,87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 798 | -50,31 | 526 | -49,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74 285 932 | -4,10 | 4 443 042 | -3,43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 728 | -65,92 | 522 | -65,68 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 14 103 | -7,62 | 844 | -6,95 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10 545 183 | -1,68 | 630 707 | -1,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 37 585 | -8,74 | 2 248 | -8,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 543 032 | -1,66 | 32 479 | -0,98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 334 517 | -28,23 | 79 817 | -27,73 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 54 004 | -19,66 | 3 209 | -19,61 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 66 227 | -2,08 | 3 961 | -1,39 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13 135 | -36,57 | 786 | -36,13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 161 | -9,01 | 425 | -9,21 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 676 | -0,02 | 818 | 0,62 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 708 | -4,58 | 42 | -4,55 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 524 459 | -1,63 | 31 368 | -0,96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 568 242 | -0,53 | 33 987 | 0,16 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2 883 952 | -13,11 | 172 489 | -12,51 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 62 119 | -26,62 | 3 715 | -26,11 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 155 123 | -0,98 | 9 278 | -0,30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 75 809 | -4,56 | 4 534 | -3,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37 834 | -1,81 | 2 263 | -1,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 350 | -18,97 | 81 | -18,37 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 758 | -32,48 | 763 | -32,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 142 458 | -2,25 | 8 520 | -1,57 |
