Institutional and Fund Ownership - Sellers
This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
