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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 2,139,222 | -2.27 | 102,319 | -1.80 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 39,456 | -39.76 | 1,887 | -39.46 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,275 | -58.52 | 204 | -58.37 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6,519 | -6.87 | 312 | -6.61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,828 | -37.88 | 470 | -37.58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 14,635 | -42.73 | 700 | -42.52 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 5,275 | -0.08 | 252 | 0.40 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,039 | -44.91 | 50 | -44.94 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,475 | -39.10 | 71 | -39.13 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12,605 | -0.21 | 603 | 0.17 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 535 | -6.30 | 26 | -7.41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28,302 | -40.62 | 1,354 | -40.34 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,480 | -23.32 | 693 | -22.94 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 32,797 | -17.09 | 1,569 | -16.68 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 72 | -40.98 | 3 | -40.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 13,812 | -3.59 | 661 | -3.08 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 60,881 | -1.01 | 3 | 0.00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 9,281 | -7.42 | 444 | -7.13 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 25,000 | -5.66 | 1,196 | -5.23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21,801 | -70.31 | 1,043 | -70.18 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 45,725 | -22.60 | 2,187 | -22.23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17,599 | -19.72 | 842 | -19.37 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 10,379 | -10.05 | 496 | -9.65 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 49,766 | -3.29 | 2,380 | -2.82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 262 | -29.57 | 13 | -29.41 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65,237 | -10.60 | 3,120 | -10.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,550 | -5.45 | 122 | -5.47 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 85,061 | -8.88 | 4,068 | -8.44 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 14,932 | -9.67 | 717 | -7.84 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 15,271 | -14.79 | 730 | -14.42 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 133,444 | -5.01 | 6,383 | -4.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 218,792 | -2.37 | 10,465 | -1.12 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,055 | -8.75 | 98 | -8.41 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5,014,167 | -1.26 | 239,828 | -0.78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 80,731 | -1.08 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 126,658 | -1.08 | 6,058 | -0.61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103,461 | -1.74 | 4,925 | -1.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,386 | -6.23 | 2,506 | -5.79 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 18,373 | -25.64 | 879 | -25.34 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,552 | -0.68 | 218 | -0.46 | ||||
| 2025-04-25 | 13F | Ironwood Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 9,839 | -47.47 | 471 | -47.25 | ||||
| 2025-04-28 | 13F | MBM Wealth Consultants, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,823 | -53.89 | 87 | -53.72 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 660,310 | -0.28 | 31,583 | 0.21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,344,941 | -0.90 | 877,439 | -0.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 199,393 | -10.07 | 9,537 | -9.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9,788 | -0.87 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 2,916 | -0.58 | 139 | 0.72 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,092 | -17.06 | 435 | -16.70 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 461,941 | -21.97 | 22,095 | -21.59 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 9,718 | -17.96 | 465 | -17.58 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 5,593 | -37.09 | 266 | -36.82 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8,439 | -0.72 | 404 | -0.25 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 21,431 | -3.85 | 1,025 | -3.39 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 163 | -6.32 | 8 | -12.50 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 48,573 | -4.30 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,106 | -33.15 | 483 | -32.73 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 265,878 | -7.90 | 12,717 | -7.45 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 8,689 | -49.03 | 416 | -48.83 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4,971 | -19.04 | 238 | -18.84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 10,505 | -23.03 | 502 | -22.65 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 271,404 | -6.38 | 12,981 | -5.93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6,923 | -65.34 | 331 | -65.16 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84,338 | -4.98 | 4,034 | -4.52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 145,709 | -4.76 | 6,969 | -4.31 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 54,516 | -3.99 | 2,608 | -3.52 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 33,168 | -0.72 | 1,586 | -0.25 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 69,891 | -32.15 | 3 | -25.00 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8,923 | -22.92 | 427 | -22.69 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 12,528 | -5.27 | 599 | -4.77 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 47,083 | -1.67 | 2,252 | -1.23 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,906,463 | -5.49 | 234,676 | -5.04 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,519 | -0.38 | 264 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 255,690 | -21.50 | 12,230 | -21.12 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 46,926 | -5.54 | 2,244 | -5.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 449,123 | -14.52 | 21,482 | -14.11 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 19,029 | -8.10 | 910 | -7.61 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 351,901 | -30.01 | 17 | -30.43 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33,002 | -0.53 | 1,578 | -0.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 50,758 | -1.57 | 2,428 | -1.10 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 27,260 | -41.84 | 1,304 | -41.62 | ||||
| 2025-04-04 | 13F | Agate Pass Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,678 | -21.68 | 367 | -21.24 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,474 | -1.56 | 262 | -1.14 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30,118 | -12.35 | 1,441 | -11.93 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 60,310 | -12.94 | 2,885 | -12.53 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 46,495 | -3.63 | 2,224 | -3.18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,912 | -0.07 | 859 | 1.42 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 19,457 | -2.71 | 931 | -2.21 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30,261 | -1.51 | 1,447 | -1.03 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 33,969 | -3.23 | 1,625 | -2.75 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,344 | -12.58 | 160 | -12.64 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 11,713 | -1.98 | 560 | -1.41 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2,064,442 | -15.09 | 98,742 | -14.68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 123,204 | -14.07 | 5,893 | -13.66 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1,418,462 | -0.06 | 67,845 | 0.42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 8,136 | -7.64 | 389 | -7.16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,800 | -6.48 | 325 | -6.07 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 19,183 | -0.29 | 919 | 1.32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22,684 | -49.88 | 1 | -50.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 47,596 | -1.99 | 2,277 | -1.51 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 15,317 | -24.31 | 733 | -23.99 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 81,131 | -38.85 | 4 | -50.00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 417 | -17.59 | 20 | -20.83 | ||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 45,273 | -4.34 | 2,165 | -3.86 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 15,001 | -20.19 | 717 | -19.80 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,948 | -2.10 | 571 | -1.55 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 9,622 | -0.72 | 460 | -0.22 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 180,585 | -24.26 | 8,637 | -23.89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 648,463 | -8.93 | 31 | -6.06 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,297 | -24.92 | 588 | -24.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 70,835 | -2.79 | 3,388 | -2.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,261 | -14.05 | 156 | -13.89 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1,094 | -98.18 | 52 | -98.18 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 4,352 | -0.23 | 208 | 0.00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 7,956 | -16.37 | 381 | -15.93 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 145 | -99.57 | 7 | -99.63 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 14,851 | -5.28 | 710 | -4.83 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9,070 | -9.81 | 434 | -9.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 33 | -54.79 | 2 | -66.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 213,848 | -0.48 | 10,228 | 0.00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14,664 | -2.29 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 290,555 | -32.50 | 13,897 | -32.17 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18,990 | -11.78 | 908 | -11.33 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 14,676 | -13.40 | 702 | -13.03 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,124 | -18.55 | 245 | -16.95 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 14,757 | -30.71 | 706 | -30.40 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 14,465 | -13.78 | 692 | -13.41 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,855 | -2.78 | 519 | 3,360.00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 134,159 | -17.50 | 6,417 | -17.11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,429 | -12.14 | 494 | -12.41 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 62,737 | -10.70 | 3,001 | -10.26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,192,051 | -10.94 | 104,846 | -10.51 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 120,925 | -5.26 | 5,779 | -3.75 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 45,810 | -3.56 | 2,191 | -3.10 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 31,551 | -7.82 | 1,513 | -7.18 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 9,953 | -92.79 | 476 | -92.75 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 16,982 | -27.51 | 812 | -27.17 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1,491 | -2.36 | 71 | -1.39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 52,820 | -7.75 | 2,526 | -7.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96,099 | -7.12 | 4,596 | -6.66 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | -92.86 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 95 | -34.48 | 5 | -33.33 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,175 | -22.92 | 534 | -22.27 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 63,789 | -11.33 | 3,051 | -10.89 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,646 | -85.51 | 509 | -85.44 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 27,080 | -17.65 | 1,295 | -17.25 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RW Investment Management LLC | 69,215 | -7.12 | 3,311 | -6.68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 121,136 | -0.43 | 5,794 | 0.03 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25,644 | -14.13 | 1,227 | -13.72 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 54,806 | -6.16 | 2,621 | -5.69 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18,018 | -0.07 | 862 | 0.35 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 111,106 | -4.53 | 5,314 | -4.06 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9,785 | -0.16 | 468 | 0.21 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7,095 | -18.50 | 339 | -18.12 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 5,625 | -34.78 | 269 | -34.39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,421 | -58.06 | 1,216 | -57.89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 47,200 | -34.08 | 2,258 | -33.77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 253,667 | -27.83 | 12,133 | -27.48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 12,553 | -14.16 | 1 | |||||
| 2025-08-14 | 13F | Clifford Group, LLC | 42,759 | -7.22 | 2,045 | -6.75 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Jentner Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 10,384 | -26.22 | 497 | -25.86 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 18,386 | -1.55 | 879 | -1.01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20,923 | -5.26 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 118,525 | -5.80 | 5,669 | -5.33 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17,730 | -30.73 | 848 | -30.38 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 7,742 | -15.78 | 370 | -15.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,019,321 | -4.24 | 192,244 | -3.78 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39,299 | -5.06 | 1,880 | -4.62 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 30,744 | -27.19 | 1,470 | -26.83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 249,058 | -48.02 | 11,900 | -47.82 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 14,939 | -0.53 | 715 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9,927 | -4.98 | 475 | -4.63 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 40,080 | -7.48 | 1,917 | -7.03 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 16,087 | -6.89 | 769 | -6.45 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 245,526 | -1.22 | 11,744 | -0.74 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 45,451 | -41.13 | 2,174 | -40.85 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 912 | -16.33 | 43 | -15.69 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,730 | -21.20 | 513 | -20.83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29,929 | -2.51 | 1,431 | -2.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 29,807 | -7.96 | 1,426 | -7.53 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 95,706 | -6.02 | 4,578 | -5.57 |
