Własność instytucjonalna i funduszowa – Sprzedający
Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizujaby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 65 861 | -0,42 | 14 297 | -0,56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 22 815 | -1,53 | 4 817 | -1,95 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 007 806 | -0,98 | 212 798 | -1,41 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 114 342 | -2,46 | 24 143 | -2,88 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 22 453 | -53,01 | 4 741 | -54,70 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 37 608 | -12,40 | 8 281 | -9,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 808 494 | -12,13 | 170 713 | -12,51 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 9 431 | -2,73 | 1 991 | -3,16 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 198 903 | -0,59 | 41 998 | -1,03 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 156 003 | -3,19 | 32 940 | -3,61 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2 227 | -11,42 | 470 | -11,82 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 660 573 | -9,70 | 139 528 | -10,06 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 80 286 | -6,09 | 16 952 | -6,50 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 53 138 | -56,15 | 11 220 | -56,34 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1 465 | -2,01 | 309 | -2,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 104 257 | -8,93 | 22 014 | -9,32 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 5 320 | -0,47 | 1 123 | -0,88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 534 | -2,58 | 3 280 | -2,99 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7 007 | -4,17 | 1 480 | -4,58 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4 012 | -9,13 | 871 | -6,94 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 2 253 | -6,71 | 478 | -4,22 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 6 445 | -1,50 | 1 361 | -1,95 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 19 266 | -6,31 | 4 068 | -6,72 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 5 205 | -0,97 | 1 099 | -1,35 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29 828 | -0,41 | 6 298 | -0,83 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 997 | -16,85 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4 675 | -1,79 | 987 | -2,18 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1 159 | -38,94 | 245 | -39,30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 277 079 | -16,06 | 58 505 | -16,42 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1 912 | -9,47 | 404 | -9,84 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2 076 | -16,36 | 438 | -16,73 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 389 | -2,29 | 1 560 | -0,06 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 70 134 | -1,16 | 14 873 | 1,50 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 9 811 | -6,38 | 2 072 | -6,80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 923 | -13,33 | 195 | -13,78 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9 058 | -37,87 | 1 913 | -38,14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 26 751 | -0,22 | 5 649 | -0,65 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 4 385 | -0,27 | 926 | -0,75 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3 535 | -17,85 | 746 | -18,20 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7 066 | -11,25 | 1 492 | -11,61 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2 026 | -7,99 | 428 | -8,37 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 92 755 | -33,51 | 19 585 | -33,80 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 6 154 | -1,88 | 1 299 | -2,33 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 585 | -1,18 | 123 | -1,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Us Bancorp \de\ | 196 475 | -57,91 | 41 487 | -58,09 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1 303 | -0,15 | 275 | -0,36 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4 271 | -4,17 | 902 | -4,66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2 328 | -34,05 | 492 | -34,36 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 1 551 | -1,08 | 347 | 4,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15 354 | -3,88 | 3 242 | -4,28 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 11 691 | -2,74 | 2 469 | -3,18 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 240 | -2,18 | 473 | -2,47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14 923 957 | -2,32 | 3 151 194 | -2,75 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 24 575 | -8,27 | 5 189 | -8,66 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 3 448 | -0,12 | 728 | -0,55 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7 092 | -12,84 | 1 497 | -13,22 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1 721 079 | -18,18 | 363 406 | -18,54 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 236 | -14,80 | 50 | -15,52 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bank OZK | 1 952 | -1,31 | 412 | -1,67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 4 573 | -1,85 | 966 | -2,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255 631 | -13,19 | 53 976 | -13,57 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 10 056 | -6,52 | 2 123 | -6,93 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 79 738 | -10,85 | 16 837 | -11,24 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 715 | -9,11 | 362 | -9,50 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2 561 | -5,81 | 541 | -6,25 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 33 186 | -0,07 | 7 007 | -0,50 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5 974 | -0,98 | 1 261 | -1,41 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5 235 | -5,59 | 1 105 | -5,96 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 929 | -22,97 | 71 | -18,60 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 69 142 | -5,72 | 14 599 | -6,13 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 9 073 | -3,33 | 1 916 | -3,77 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1 494 | -0,99 | 316 | -1,56 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 6 028 | -0,12 | 1 273 | -0,55 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 385 302 | -2,00 | 81 356 | -2,42 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 57 649 | -4,46 | 12 173 | -4,88 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 170 | -22,05 | 247 | -22,33 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 93 533 | -10,55 | 19 749 | -10,94 | ||||
| 2026-04-06 | 13F | CX Institutional | 208 906 | -33,06 | 44 | -33,33 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 550 | -5,59 | 538 | -5,94 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1 332 | -90,15 | 281 | -90,20 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 997 | -36,07 | 1 055 | -36,33 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4 772 | -52,17 | 1 008 | -52,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 43 477 | -7,63 | 9 180 | -10,93 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17 894 | -7,44 | 3 778 | -7,83 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 3 779 | -3,05 | 798 | -3,51 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 951 | -24,86 | 1 679 | -25,19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 10 063 | -4,50 | 2 125 | -4,92 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 768 | -10,06 | 2 063 | -10,46 | ||||
| 2026-05-13 | 13F | Invst, LLC | 73 869 | -19,55 | 15 597 | -19,90 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 6 622 | -1,93 | 1 398 | -2,31 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 931 | -14,98 | 196 | -15,52 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 35 716 | -1,42 | 7 541 | -1,85 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 25 705 | -5,77 | 5 428 | -8,37 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 436 | -4,80 | 92 | -5,15 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 128 382 | -0,84 | 27 764 | 1,11 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 18 353 | -5,50 | 3 875 | -5,90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 686 613 | -7,41 | 145 140 | -7,80 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 719 | -17,15 | 785 | -19,16 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4 134 | -51,56 | 873 | -51,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5 677 | -4,75 | 1 179 | -7,39 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 1 653 | -24,86 | 343 | -26,87 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1 044 | -23,80 | 221 | -24,14 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 2 717 | -1,38 | 574 | -1,88 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 11 342 | -9,55 | 2 395 | -9,97 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1 939 | -12,66 | 409 | -12,98 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 129 776 | -0,46 | 27 402 | -0,89 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23 384 | -1,55 | 4 938 | -1,99 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 9 597 | -0,27 | 2 026 | -0,69 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 53 694 | -5,03 | 11 337 | -5,45 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 456 | -0,82 | 1 152 | -1,20 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101 369 | -1,78 | 21 404 | -2,21 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 4 602 | -11,86 | 972 | -12,29 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 96 778 | -7,32 | 20 435 | -11,47 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 16 206 | -2,00 | 3 422 | -2,45 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 565 | -7,68 | 119 | -7,75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 45 100 | -22,77 | 9 523 | -23,11 | |||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 119 949 | -0,07 | 25 327 | -0,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 21 600 | -7,69 | 4 561 | -8,10 | |||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18 559 | -19,90 | 3 917 | -20,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 284 | -5,12 | 905 | -5,54 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1 240 | -11,17 | 262 | -11,82 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 520 | -2,37 | 1 799 | -2,81 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | First Merchants Corp | 86 659 | -0,17 | 18 298 | -0,60 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 053 | -38,39 | 222 | -38,67 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1 272 | -5,50 | 269 | -5,96 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 7 665 | -0,13 | 1 618 | -0,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 568 | -11,51 | 331 | -11,73 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 91 | -3,19 | 19 | 0,00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2 038 | -22,04 | 430 | -22,38 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 973 | -7,33 | 214 | -6,99 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156 320 | -30,20 | 33 007 | -30,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 7 119 | -1,03 | 1 503 | -1,44 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 8 484 | -0,43 | 1 791 | -0,89 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 37 365 | -1,88 | 7 890 | -2,30 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 186 041 | -2,07 | 39 415 | -3,34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16 177 | -35,74 | 3 416 | -34,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 288 317 | -2,28 | 61 143 | -2,27 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2 834 | -7,45 | 599 | -7,86 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3 793 | -23,99 | 801 | -24,39 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6 123 | -9,94 | 1 293 | -10,34 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 2 186 | -4,08 | 462 | -4,55 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1 308 | -10,78 | 276 | -10,97 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2 314 | -0,47 | 489 | -1,01 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 5 229 | -0,15 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 148 510 | -7,14 | 31 358 | -7,54 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1 143 | -1,80 | 241 | -2,03 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1 304 | -1,51 | 275 | -1,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4 641 | -2,54 | 980 | -2,87 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 36 200 | -0,38 | 7 644 | -0,82 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 10 965 | -3,38 | 2 315 | -3,78 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10 107 | -4,43 | 2 134 | 106 600,00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 510 593 | -2,80 | 107 812 | -3,22 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 7 388 | -5,75 | 1 560 | -6,14 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 9 199 | -1,10 | 1 942 | -1,52 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 2 781 | -28,62 | 587 | -28,93 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 19 871 | -2,13 | 4 196 | -2,56 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 317 | -2,37 | 1 123 | -2,77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341 229 | -5,44 | 72 364 | -2,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 64 177 | -0,76 | 13 551 | -1,20 | ||||
| 2026-04-22 | 13F | Vicus Capital | 32 184 | -2,58 | 6 796 | -3,00 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 84 945 | -17,86 | 17 936 | -18,22 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 89 693 | -2,70 | 18 939 | -3,13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 91 290 | -0,19 | 19 276 | -0,63 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 38 460 | -0,80 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6 855 | -3,57 | 1 447 | -3,98 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 316 | -0,06 | 1 122 | -0,44 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 14 327 | -1,52 | 3 025 | -1,94 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9 965 | -20,25 | 2 104 | -20,60 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3 748 | -50,41 | 791 | -51,59 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 1 201 | -23,16 | 254 | -23,56 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1 245 | -24,59 | 263 | -25,14 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 30 920 | -1,27 | 6 529 | -1,67 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 126 708 | -5,40 | 237 831 | -5,85 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 7 884 | -3,39 | 1 665 | -3,82 | ||||
| 2026-05-08 | 13F | Bokf, Na | 93 168 | -31,33 | 19 672 | -31,63 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 46 312 | -5,44 | 9 779 | -5,85 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2 534 | -3,50 | 535 | -3,96 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2 826 | -9,91 | 597 | -10,38 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1 453 | -2,29 | 320 | -0,62 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 3 079 | -3,57 | 650 | -3,99 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 231 | -43,24 | 682 | -43,50 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 43 461 | -10,64 | 9 177 | -11,03 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13 765 | -4,12 | 2 906 | -4,53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3 222 | -1,17 | 680 | -1,59 | ||||
| 2026-04-16 | 13F | Security National Bank | 569 | -63,50 | 120 | -63,64 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 97 554 | -3,49 | 20 599 | -4,58 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4 075 | -14,16 | 860 | -14,51 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 770 | -12,89 | 374 | -13,26 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4 594 | -8,30 | 970 | -8,76 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 49 229 | -2,87 | 10 395 | -3,29 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 11 545 | -4,23 | 2 438 | -4,66 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 5 436 | -4,90 | 1 148 | -5,36 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 032 | -7,19 | 218 | -7,66 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 292 133 | -1,57 | 61 684 | -1,99 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 275 383 | -3,58 | 60 835 | 0,44 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 2 077 | -3,80 | 439 | -4,16 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 15 253 | -2,58 | 3 221 | -3,01 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 25 815 | -3,08 | 5 451 | -3,51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 155 610 | -6,03 | 32 857 | -6,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4 907 | -30,08 | 1 036 | -30,38 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2 125 | -2,43 | 449 | -2,82 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 32 291 | -3,16 | 6 818 | -3,58 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3 856 | -3,94 | 814 | -4,35 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 76 322 | -5,14 | 16 115 | -5,55 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2 649 | -17,86 | 559 | -18,16 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 1 637 | -22,78 | 346 | -23,16 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8 829 | -0,50 | 1 864 | -0,90 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 119 | -95,00 | 25 | -95,05 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 15 214 | -0,72 | 3 212 | -1,14 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 16 251 | -25,43 | 3 431 | -25,75 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3 545 | -1,45 | 748 | -1,84 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 28 099 | -2,77 | 5 933 | -3,18 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 349 230 | -8,28 | 285 | -8,68 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 3 236 | -0,37 | 683 | -0,73 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 19 242 | -1,55 | 4 063 | -3,90 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20 702 | -0,75 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 5 798 | -7,54 | 1 224 | -7,90 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 8 177 | -1,17 | 1 727 | -1,60 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 418 113 | -7,64 | 88 285 | -8,04 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 398 536 | -6,60 | 84 151 | -7,00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1 147 | -2,55 | 242 | -2,81 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 83 202 | -1,23 | 17 568 | -1,66 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 653 | -8,29 | 138 | -8,67 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 9 433 | -24,42 | 1 843 | -30,35 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2 148 592 | -15,42 | 453 675 | -15,78 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5 005 | -0,93 | 1 057 | -1,40 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 1 816 | -2,42 | 383 | -2,79 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 6 770 | -0,24 | 1 429 | -0,69 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 49 609 | -7,15 | 10 475 | -7,56 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 30 038 | -6,53 | 6 343 | -6,93 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 17 701 | -15,08 | 3 738 | -15,45 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 94 814 | -0,82 | 20 020 | -1,25 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10 490 | -8,48 | 2 215 | -8,89 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 2 003 | -0,10 | 423 | -2,99 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3 728 | -2,41 | 787 | -2,84 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 49 012 | -0,25 | 10 349 | -0,69 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 13 679 | -58,81 | 2 888 | -58,99 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 7 614 | -2,37 | 1 608 | -2,78 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 23 423 | -0,59 | 4 946 | -1,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127 933 | -9,91 | 27 013 | -10,30 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 15 570 | -2,03 | 3 288 | -2,46 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1 268 | -4,80 | 268 | -5,32 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7 930 | -0,34 | 1 675 | -0,77 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3 335 | -17,78 | 704 | -18,14 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 8 284 | -4,42 | 1 749 | -4,79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45 806 | -7,38 | 9 672 | -7,78 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 135 177 | -2,33 | 28 543 | -2,75 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 6 851 | -10,97 | 1 447 | -11,34 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 44 811 | -3,13 | 9 304 | -5,15 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 22 235 | -9,56 | 4 695 | -9,96 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 7 676 | -8,97 | 1 621 | -9,40 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10 096 | -0,88 | 2 148 | -2,54 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9 805 | -19,85 | 2 070 | -20,20 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 31 813 | -4,52 | 6 717 | -4,94 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2 711 | -7,32 | 572 | -7,74 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2 508 | -4,49 | 552 | -4,17 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2 346 | -0,55 | 495 | -1,00 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 130 | -7,14 | 27 | -6,90 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 24 899 | -0,18 | 5 257 | -0,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35 833 | -39,06 | 7 566 | -39,32 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 48 283 | -0,69 | 10 195 | -1,13 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1 472 | -16,55 | 311 | -17,11 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 385 | -2,53 | 81 | -2,41 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 2 219 | -4,11 | 469 | -4,49 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 158 047 | -10,78 | 33 425 | -11,02 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 155 810 | -15,56 | 32 899 | -15,93 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8 246 | -77,44 | 1 740 | -77,56 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1 308 | -0,30 | 276 | -0,72 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 8 856 | -4,99 | 1 873 | -5,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 620 965 | -12,17 | 342 267 | -12,55 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 51 514 | -0,15 | 10 877 | -0,58 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 33 450 | -8,68 | 7 063 | -9,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6 213 297 | -0,81 | 1 311 937 | -1,24 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 967 | -25,67 | 191 | -19,49 | ||||
| 2026-04-23 | 13F | American National Bank | 254 | -30,22 | 54 | -31,17 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 70 489 | -3,45 | 14 884 | -3,87 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7 041 | -6,38 | 1 487 | -6,83 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1 964 | -9,99 | 415 | -10,39 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 338 | -34,75 | 71 | -34,86 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 17 325 | -4,19 | 3 658 | -4,59 | ||||
| 2026-05-15 | 13F | Family Management Corp | 616 | -10,07 | 130 | -10,34 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 118 | -6,35 | 25 | -7,69 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23 930 | -32,25 | 5 053 | -32,55 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7 518 | -56,85 | 1 587 | -57,04 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 21 157 | -0,93 | 4 467 | -1,35 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 1 672 | -2,62 | 353 | -3,02 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1 735 | -0,97 | 366 | -1,35 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 1 393 | -23,80 | 312 | -12,61 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 205 | -0,49 | 43 | 0,00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 071 | -2,22 | 437 | -2,67 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 5 026 | -5,63 | 1 061 | -6,02 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 41 765 | -1,04 | 8 857 | 1,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 275 581 | -5,04 | 58 189 | -5,45 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 4 405 | -0,43 | 930 | -0,85 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 227 910 | -1,51 | 48 123 | -1,93 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 883 | -12,49 | 186 | -12,68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9 209 | -2,95 | 1 944 | -3,38 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 12 560 | -0,70 | 2 652 | -1,12 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 103 218 | -0,13 | 22 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 5 212 | -0,08 | 1 101 | -0,54 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1 357 | -5,17 | 287 | -5,61 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 275 | -0,74 | 1 536 | -1,16 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5 656 | -30,62 | 1 194 | -30,90 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8 124 | -0,83 | 1 715 | -1,27 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5 298 | -5,02 | 1 119 | -5,41 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 11 138 | -6,11 | 2 352 | -6,52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1 610 | -11,25 | 340 | -11,72 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 78 118 | -1,67 | 16 495 | -2,10 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 24 624 | -3,38 | 5 199 | -3,79 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 15 861 | -8,34 | 3 349 | -11,07 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8 768 | -10,98 | 1 851 | -11,35 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 302 973 | -8,48 | 63 973 | -8,88 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9 297 | -2,62 | 1 966 | -2,87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2 153 | -10,22 | 455 | -10,63 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9 139 | -3,39 | 1 930 | -3,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 902 104 | -6,56 | 190 479 | -6,97 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7 719 | -7,49 | 1 630 | -7,91 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 279 | -0,36 | 59 | -1,69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 101 291 | -30,83 | 21 388 | -31,13 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 23 511 | -1,95 | 4 965 | -2,38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 13 782 | -1,92 | 2 910 | -2,38 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 41 978 | -5,25 | 8 864 | -5,66 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 149 | -6,12 | 1 298 | -6,55 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 19 280 | -4,38 | 4 071 | -4,82 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 12 | -94,00 | 3 | -95,24 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 117 | -25,48 | 25 | -25,00 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1 313 | -3,81 | 277 | -4,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 660 | -8,77 | 984 | -9,14 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 14 559 | -0,75 | 3 074 | -1,16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 710 | -8,26 | 361 | -8,61 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5 662 | -6,54 | 1 196 | -6,93 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 66 079 | -5,90 | 13 953 | -6,31 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 199 311 | -10,87 | 464 | -11,28 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 6 459 | -27,60 | 1 364 | -27,92 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 4 789 | -17,23 | 1 011 | -17,60 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 154 | -43,59 | 33 | -43,86 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11 526 | -36,60 | 2 210 | -42,68 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34 708 | -15,98 | 7 667 | -12,49 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 53 000 | -37,98 | 11 191 | -38,26 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 23 740 | -1,31 | 5 013 | -1,74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5 368 | -0,07 | 1 133 | -0,53 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2 145 | -68,48 | 453 | -68,68 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17 182 077 | -8,35 | 3 567 515 | -10,27 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 34 515 | -13,25 | 7 288 | -13,63 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 999 | -5,93 | 422 | -6,22 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 16 525 | -1,36 | 3 489 | -1,77 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 532 | -2,47 | 535 | -2,91 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 996 | -9,95 | 210 | -10,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 20 873 | -12,12 | 4 427 | -9,77 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 112 059 | -26,52 | 23 661 | -11,11 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2 000 | -49,37 | 422 | -49,58 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 1 709 | -12,76 | 361 | -13,25 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 130 581 | -2,15 | 27 572 | -2,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 20 883 | -4,22 | 4 409 | -4,65 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1 395 | -11,93 | 295 | -12,24 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1 895 | -7,70 | 400 | -8,05 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19 585 | -11,92 | 4 135 | -12,30 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 733 | -0,95 | 155 | -1,28 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 99 492 | -8,76 | 21 008 | -13,25 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 258 | -3,25 | 1 532 | -3,65 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 193 455 | -4,40 | 40 848 | -4,82 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3 720 | -3,65 | 785 | -0,38 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8 233 | -5,44 | 1 738 | -5,85 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 295 130 | -3,37 | 695 767 | -3,79 | ||||
| 2026-02-26 | 13F/A | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5 186 | -4,69 | 1 095 | -5,12 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 13 968 | -1,31 | 2 949 | -1,73 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 35 081 | -0,26 | 7 440 | -0,25 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3 080 | -0,74 | 650 | -1,22 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 72 579 | -3,42 | 15 325 | -3,84 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 121 242 | -21,58 | 25 600 | -21,93 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 69 367 | -0,97 | 14 647 | -1,40 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 1 642 | -1,74 | 347 | -2,26 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 130 | -45,15 | 28 | -46,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 285 | -12,92 | 482 | -13,31 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 367 | -72,61 | 1 344 | -72,74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 121 373 | -2,73 | 25 628 | -3,15 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 12 346 | -0,48 | 2 607 | -0,91 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 1 172 | -10,40 | 247 | -10,83 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 5 176 | -11,52 | 1 093 | -11,94 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 6 200 | -73,84 | 1 309 | -73,96 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 17 545 | -6,25 | 3 711 | -6,50 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 131 716 | -14,80 | 18 798 | -20,63 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 1 820 | -1,62 | 384 | -2,04 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1 318 | -11,60 | 278 | -12,03 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 50 741 | -7,06 | 10 714 | -7,47 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 41 042 | -2,44 | 8 666 | -2,87 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 593 920 | -11,72 | 547 706 | -12,10 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 16 258 | -0,28 | 3 433 | -0,72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 271 013 | -3,09 | 479 524 | -3,51 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 7 023 | -9,72 | 1 483 | -10,13 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 6 980 | -4,61 | 1 474 | -5,03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 20 288 | -2,85 | 4 284 | -3,27 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2 015 | -6,93 | 425 | -7,41 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4 569 | -8,62 | 965 | -9,06 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 13 810 | -17,46 | 2 916 | -17,84 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2 844 | -1,08 | 601 | 1,18 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3 101 | -69,44 | 655 | -69,61 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 82 186 | -8,43 | 17 354 | -8,82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10 505 241 | -4,61 | 2 218 182 | -5,03 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 5 990 | -2,47 | 1 265 | -2,92 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 6 451 | -2,46 | 1 362 | -2,85 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11 397 | -0,58 | 2 406 | -1,03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4 089 | -1,42 | 863 | -1,82 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6 140 | -1,84 | 1 297 | -2,26 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 810 | -3,21 | 382 | -3,54 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 15 835 | -5,66 | 3 344 | -6,07 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1 777 | -34,69 | 375 | -35,01 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 74 881 | -2,24 | 15 811 | -2,66 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 94 899 | -6,93 | 20 038 | -7,33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8 279 | -2,31 | 1 748 | -2,73 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3 273 | -8,06 | 691 | -8,36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 700 | -5,79 | 148 | -6,37 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2 225 | -21,93 | 470 | -22,35 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 384 | -0,26 | 81 | 0,00 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 75 688 | -9,03 | 15 982 | -9,43 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 171 699 | -0,39 | 36 254 | -0,82 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 18 | -5,26 | 4 | -25,00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1 286 | -3,60 | 272 | -3,90 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 79 335 | -0,41 | 16 752 | -0,84 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28 264 | -4,16 | 5 968 | -4,56 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28 494 | -18,68 | 5 916 | -20,38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 19 852 | -15,53 | 4 192 | -15,91 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 21 213 | -6,00 | 4 479 | -6,39 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1 004 | -3,37 | 212 | -4,09 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 16 591 | -0,50 | 3 503 | -0,93 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 2 635 | -1,57 | 556 | -1,94 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11 880 | -1,17 | 2 509 | -1,61 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 5 689 | -5,81 | 1 201 | -6,17 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 3 312 | -17,86 | 699 | -18,25 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 4 527 | -5,25 | 956 | -5,73 | ||||
| 2026-05-11 | 13F | Boston Partners | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 96 875 | -1,07 | 20 455 | -3,84 | ||||
| 2026-04-30 | 13F | Conning Inc. | 5 390 | -13,44 | 1 138 | -13,79 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 1 013 | -5,42 | 214 | -6,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 370 | -54,05 | 500 | -54,25 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 105 494 | -0,85 | 22 275 | -1,29 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 165 861 | -19,10 | 35 022 | -19,45 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 62 807 | -0,83 | 13 262 | -1,27 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6 307 | -9,86 | 1 332 | -10,25 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10 300 | -0,95 | 2 175 | -1,41 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 23 916 | -6,96 | 5 050 | -7,37 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5 413 | -5,83 | 1 143 | -6,23 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16 129 | -26,49 | 3 406 | -26,81 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16 533 | -4,90 | 3 491 | -5,29 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 15 183 | -0,60 | 3 206 | -1,05 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 238 627 | -0,63 | 50 386 | -1,06 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4 777 | -48,97 | 1 009 | -49,22 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3 552 | -9,06 | 750 | -9,42 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 14 835 | -17,73 | 3 132 | -18,10 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 4 854 | -80,34 | 1 025 | -80,45 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 187 653 | -8,46 | 39 623 | -8,86 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 9 468 | -0,39 | 1 999 | -0,79 | ||||
| 2026-05-14 | 13F | Betterment LLC | 357 479 | -3,31 | 75 | -3,85 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 113 434 | -0,40 | 23 952 | -0,83 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43 974 | -0,30 | 9 285 | -0,73 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 10 051 | -1,13 | 2 122 | -1,53 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 119 082 | -7,61 | 25 063 | -8,31 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 24 196 | -1,48 | 5 131 | -3,61 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11 086 | -6,19 | 2 341 | -6,62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 657 | -96,52 | 139 | -96,55 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200 | -6,54 | 42 | -6,67 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4 070 | -1,93 | 859 | -2,39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 12 437 | -2,14 | 2 626 | -2,56 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 17 923 | -0,24 | 3 784 | -0,68 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 5 740 | -9,39 | 1 212 | -9,75 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7 620 | -5,91 | 1 609 | -6,35 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | -33,28 | 84 | -33,33 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 413 | -0,45 | 510 | -0,97 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 58 | -93,76 | 12 | -93,72 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 25 136 | -5,23 | 5 307 | -5,64 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1 283 | -1,31 | 279 | -1,06 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1 407 | -12,66 | 297 | -12,90 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 34 465 | -3,25 | 7 277 | -3,67 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 27 846 | -3,25 | 5 880 | -3,67 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 90 141 | -5,53 | 19 033 | -5,94 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12 743 | -4,64 | 2 691 | -5,05 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 526 | -11,62 | 533 | -12,05 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 20 740 | -24,73 | 4 379 | -25,06 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2 934 | -20,57 | 620 | -20,95 | ||||
| 2026-05-15 | 13F | Fmr Llc | 818 444 | -0,20 | 172 815 | -0,63 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 13 548 | -3,24 | 2 861 | -3,67 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 28 545 | -1,77 | 6 027 | -2,19 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1 080 | -6,74 | 228 | -6,94 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8 610 | -2,45 | 1 818 | -2,83 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 155 | -4,55 | 244 | -5,08 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 139 963 | -2,31 | 29 553 | -2,73 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 105 481 | -1,39 | 22 272 | -1,82 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 037 | -47,71 | 219 | -48,10 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5 649 | -10,83 | 1 193 | -11,24 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 109 | -71,16 | 23 | -71,25 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 133 708 | -6,98 | 28 232 | -7,38 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 53 757 | -2,28 | 11 351 | -2,70 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2 362 | -0,46 | 499 | -0,99 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 6 142 | -1,88 | 1 297 | -2,34 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 27 063 | -0,17 | 5 714 | -0,61 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 88 440 | -1,06 | 18 674 | -1,49 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 7 890 | -0,54 | 1 666 | -1,01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 155 844 | -4,66 | 32 906 | -5,07 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 103 851 | -0,68 | 21 928 | -1,11 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 283 312 | -0,82 | 59 821 | -1,25 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 16 655 | -11,24 | 3 517 | -11,64 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 38 795 | -36,77 | 8 192 | -37,05 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 5 246 | -4,17 | 1 108 | -4,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 559 319 | -5,23 | 118 100 | -5,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3 126 | -16,17 | 660 | -16,46 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2 128 | -32,51 | 449 | -32,78 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 57 163 | -9,33 | 12 070 | -9,72 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1 623 | -1,64 | 343 | -2,01 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 42 252 | -11,86 | 8 922 | -12,25 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72 597 | -3,32 | 15 329 | -3,74 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 995 | -20,27 | 210 | -20,45 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 93 773 | -1,95 | 19 800 | -2,38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27 729 455 | -2,34 | 5 855 075 | -2,76 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 14 166 | -0,15 | 2 991 | -2,51 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 187 139 | -1,61 | 39 514 | -2,04 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Marex Group plc | 1 155 | -25,63 | 244 | -26,14 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 112 | -35,63 | 24 | -36,11 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 208 | -50,84 | 2 | -66,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 722 | -10,27 | 364 | -10,59 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 1 101 | -75,50 | 232 | -75,83 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 23 166 | -0,95 | 4 892 | -1,39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7 010 | -4,44 | 1 482 | -4,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 755 | -0,83 | 2 060 | -1,29 | ||||
| 2026-05-12 | 13F | Birnam Oak Advisors, LP | 5 000 | -50,00 | 1 056 | -50,24 | ||||
| 2026-05-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 47 410 | -1,77 | 10 | 0,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 12 158 | -24,78 | 3 | -33,33 | ||||
| 2026-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 786 105 | -4,04 | 165 986 | -4,46 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 5 970 | -5,54 | 1 261 | -5,97 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 13 638 | -1,66 | 2 880 | -2,11 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 965 589 | -2,46 | 203 884 | -2,88 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 2 578 | -5,91 | 544 | -6,37 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 150 230 | -1,11 | 31 721 | -1,54 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 177 216 | -10,96 | 37 419 | -11,35 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 1 293 | -1,45 | 273 | -1,80 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 12 836 | -1,41 | 2 710 | -1,85 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 6 331 | -3,18 | 1 337 | -3,61 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 13 624 | -9,72 | 2 877 | -10,12 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 2 352 | -9,15 | 497 | -9,65 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 138 943 | -21,41 | 29 338 | -21,75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 17 494 | -2,51 | 3 694 | -2,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 200 292 | -4,28 | 42 292 | -4,70 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 150 908 | -0,96 | 31 864 | -1,38 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 706 | -14,23 | 360 | -15,29 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 657 | -12,78 | 772 | -13,16 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 8 508 | -0,48 | 1 796 | -0,88 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 135 868 | -17,92 | 28 638 | -18,39 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 6 788 | -0,69 | 1 433 | -1,10 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8 939 | -19,28 | 1 887 | -19,63 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1 995 | -2,44 | 421 | -2,77 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 96 818 | -0,21 | 20 443 | -0,65 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5 316 | -15,63 | 1 123 | -16,02 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 226 | -12,24 | 259 | -12,84 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8 757 | -7,08 | 1 849 | -7,46 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 6 157 | -0,16 | 1 381 | 5,59 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2 025 | -32,86 | 428 | -33,18 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 4 268 | -0,54 | 901 | -0,88 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 465 | -11,27 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 572 662 | -3,28 | 120 918 | -3,70 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 19 402 | -13,59 | 4 325 | -9,18 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 6 850 | -9,03 | 1 453 | -9,02 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 622 | -1,47 | 1 192 | 1,19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 566 919 | -0,48 | 542 005 | 99 168,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2 676 | -6,76 | 565 | -7,07 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11 601 | -19,00 | 2 450 | -19,36 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3 877 | -15,90 | 819 | -16,27 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 309 598 | -4,47 | 65 372 | -4,88 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 830 | -2,35 | 175 | -2,78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7 761 | -5,65 | 1 639 | -6,08 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19 035 | -0,31 | 4 019 | -0,74 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 1 080 | -10,60 | 228 | -10,94 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 9 930 | -0,45 | 2 097 | -0,90 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2 503 | -5,65 | 529 | -6,05 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 32 462 | -5,67 | 6 854 | -6,07 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 4 804 | -0,29 | 1 014 | -0,69 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4 997 | -0,44 | 1 055 | -0,85 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 25 701 | -13,14 | 5 | -16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 14 519 | -7,34 | 3 066 | -7,74 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 1 663 | -51,77 | 351 | -51,98 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2 649 | -2,00 | 559 | -2,44 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97 730 | -10,86 | 20 636 | -11,25 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 371 946 | -2,90 | 78 537 | -3,32 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 51 | -89,55 | 11 | -90,00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 3 875 | -3,00 | 818 | -3,42 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4 354 | -17,44 | 978 | -10,68 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 33 323 | -1,61 | 7 036 | -2,03 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 19 252 | -11,86 | 4 238 | -10,31 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 11 917 | -0,11 | 2 516 | -0,55 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 18 295 | -2,60 | 3 863 | -3,04 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 1 450 | -15,45 | 306 | -15,70 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 3 290 | -23,26 | 695 | -23,65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 5 442 | -15,97 | 1 149 | -16,31 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 80 372 | -10,40 | 16 971 | -10,79 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 2 901 | -76,48 | 613 | -76,60 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 20 865 | -2,94 | 4 406 | -3,36 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 957 | -10,64 | 202 | -11,01 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 754 | -25,61 | 370 | -26,00 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 7 361 | -1,39 | 1 554 | -1,83 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 7 030 | -0,62 | 1 484 | -1,07 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1 361 | -0,87 | 287 | -1,37 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 31 659 | -0,66 | 6 714 | 2,01 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 3 825 | -7,83 | 811 | -5,37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10 359 | -4,34 | 2 188 | -4,75 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 29 307 | -3,76 | 6 188 | -4,17 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1 184 | -11,90 | 250 | -12,28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 138 151 | -3,41 | 240 321 | -3,83 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1 553 | -9,18 | 328 | -9,39 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 725 | -9,60 | 153 | -10,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 130 | -39,18 | 239 | -39,59 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 568 | -0,85 | 542 | -1,28 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 17 853 | -3,01 | 3 770 | -3,43 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 3 043 | -14,33 | 643 | -14,74 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 135 184 | -5,02 | 28 544 | -5,43 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 22 858 | -0,45 | 4 826 | -0,88 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 11 368 | -0,32 | 2 400 | -0,74 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2 829 | -0,32 | 597 | -0,67 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 53 278 | -1,71 | 11 250 | -2,14 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4 177 | -0,52 | 909 | -0,44 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 15 973 | -10,55 | 3 373 | -10,94 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 26 244 | -7,58 | 5 541 | -7,97 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 11 624 | -90,85 | 2 454 | -90,89 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 6 836 | -0,73 | 1 443 | -1,16 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 12 125 | -20,95 | 2 560 | -21,28 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 15 816 | -5,77 | 3 340 | -8,37 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 8 187 | -0,10 | 1 729 | -0,52 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 559 | -22,75 | 329 | -22,95 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 9 715 | -1,36 | 2 051 | -1,77 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 43 751 | -9,21 | 9 238 | -9,59 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 21 516 | -0,29 | 4 543 | -0,72 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 21 587 | -2,48 | 4 558 | -2,90 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 96 014 | -0,78 | 20 273 | -1,21 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 31 081 | -1,25 | 6 563 | -1,68 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 16 037 | -32,31 | 3 386 | -32,60 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 61 561 | -0,14 | 13 011 | -0,57 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 9 403 | -0,97 | 1 985 | -1,39 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 29 096 | -10,37 | 6 144 | -10,76 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3 531 | -6,54 | 746 | -6,99 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 26 887 | -8,79 | 5 677 | -9,18 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Helium Advisors LLC | 3 404 | -2,18 | 719 | -2,58 | ||||
| 2026-05-06 | 13F | Anb Bank | 1 029 | -9,18 | 217 | -9,58 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3 247 | -54,57 | 686 | -54,79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 18 744 | -38,18 | 3 958 | -38,46 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 149 006 | -9,86 | 31 463 | -10,25 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 009 200 | -2,29 | 638 025 | -2,34 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7 875 | -1,19 | 1 670 | 1,52 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 3 448 | -0,92 | 728 | -1,36 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3 744 | -3,88 | 790 | -4,24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 23 034 | -48,34 | 5 150 | -47,27 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Camden National Bank | 3 467 | -2,78 | 732 | -3,17 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 2 467 | -23,67 | 521 | -22,04 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 1 223 | -2,00 | 258 | -2,27 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 97 684 | -6,42 | 20 626 | -6,83 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 14 249 | -72,60 | 3 009 | -72,73 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 298 049 | -3,54 | 62 933 | -3,96 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 495 | -41,28 | 105 | -41,57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 6 667 | -7,08 | 1 408 | -7,50 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 11 604 | -0,51 | 2 450 | -0,93 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 620 | -7,74 | 131 | -5,07 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 1 435 | -1,37 | 303 | -1,62 | ||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 550 | -99,53 | 116 | 0,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 59 317 | -1,62 | 12 525 | -2,05 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 |
