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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 8 331 | -1,16 | 1 535 | 2,74 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 784 107 | -0,10 | 943 | -12,28 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8 670 | -5,52 | 1 598 | -1,84 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 92 529 | -0,13 | 17 | 6,25 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3 886 | -0,13 | 716 | 3,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1 800 | -45,45 | 332 | -43,42 | |||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 2 254 | -14,39 | 415 | -11,13 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 351 | -4,82 | 433 | -1,14 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 2 214 | -4,24 | 408 | -0,73 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 21 233 | -4,17 | 3 913 | -0,46 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4 226 | -1,81 | 779 | 1,97 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 22 310 | -12,16 | 4 111 | -8,73 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 793 | -10,80 | 146 | -7,01 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 4 721 | -0,36 | 870 | -0,57 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 91 186 | -1,30 | 16 804 | 2,54 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 2 915 | -0,61 | 556 | -1,07 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 | -68,18 | 1 | -66,67 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 21 615 | -2,49 | 3 983 | 1,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7 246 | -8,49 | 1 285 | -7,02 | ||||
| 2026-04-06 | 13F | CX Institutional | 24 403 | -49,02 | 4 | -50,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 28 630 | -0,06 | 5 276 | 3,82 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 19 469 | -38,23 | 3 588 | -35,83 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 15 | -25,00 | 3 | -33,33 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3 422 | -5,02 | 631 | -1,41 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 461 159 | -0,49 | 269 262 | 3,39 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3 459 | -2,12 | 637 | 1,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 752 | -2,72 | 139 | 0,73 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 3 438 | -2,91 | 634 | 0,80 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12 132 | -20,02 | 2 236 | -16,91 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3 888 | -6,63 | 716 | -2,98 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 9 128 | -0,21 | 1 682 | 3,70 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 13 039 | -16,75 | 2 403 | -13,53 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 67 563 | -96,11 | 12 451 | -95,95 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 159 | -0,62 | 29 | 3,57 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 27 880 | -9,39 | 5 138 | -5,86 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 7 224 | -0,84 | 1 331 | 3,02 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 1 442 | -1,10 | 266 | 2,71 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 13 476 | -3,56 | 2 483 | 0,20 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4 500 | -17,55 | 829 | -14,36 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8 972 | -42,00 | 1 653 | -39,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 33 372 | -19,32 | 6 150 | -16,18 | ||||
| 2026-05-14 | 13F | Bank of Marin | 2 298 | -5,78 | 423 | -2,08 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 10 874 | -51,17 | 4 008 | 1,47 | ||||
| 2026-04-23 | 13F | Simmons Bank | 11 211 | -3,61 | 2 066 | 0,15 | ||||
| 2026-05-12 | 13F | Croban | 3 361 | -3,67 | 619 | 0,16 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | St. Louis Trust Co | 5 835 | -11,43 | 1 075 | -7,96 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 629 | -44,08 | 300 | -41,86 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3 731 | -1,24 | 688 | 2,54 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 405 | -10,34 | 259 | -6,86 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 3 720 | -19,57 | 686 | -16,46 | ||||
| 2026-05-06 | 13F | Mawer Investment Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 943 | -11,28 | 358 | -7,73 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 7 694 | -4,45 | 1 418 | -0,77 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 798 | -3,54 | 884 | 0,23 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 3 440 | -9,38 | 634 | -5,94 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 1 678 | -23,34 | 309 | -20,36 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 7 859 | -0,91 | 1 448 | 2,99 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 12 675 | -22,11 | 2 336 | -19,09 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4 333 382 | -4,23 | 798 556 | -0,50 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 17 116 | -0,42 | 3 154 | 3,48 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 265 574 | -1,85 | 48 940 | 1,97 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 45 231 | -0,85 | 8 335 | 3,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 90 240 | -15,12 | 16 629 | -11,82 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 751 | -24,72 | 334 | -21,83 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 626 | -0,30 | 1 221 | 3,65 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 6 031 | -0,74 | 1 111 | 3,16 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 71 775 | -1,94 | 13 227 | 1,88 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5 966 | -2,96 | 1 099 | 0,83 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 6 623 | -36,91 | 1 221 | -34,44 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 4 688 | -8,26 | 864 | -4,75 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1 985 | -7,59 | 366 | -3,95 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 882 986 | -10,96 | 162 697 | -7,52 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 3 158 | -2,62 | 582 | 1,04 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 9 869 | -4,08 | 1 819 | -0,33 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 27 654 | -2,15 | 5 096 | 1,68 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3 149 | -51,70 | 580 | -49,83 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7 719 | -7,76 | 1 422 | -4,18 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5 318 | -17,74 | 965 | -16,38 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1 683 | -47,08 | 310 | -44,94 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 13 924 | -5,29 | 2 566 | -1,61 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1 391 | -33,64 | 256 | -31,00 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 29 233 | -2,21 | 5 387 | 1,60 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 217 452 | -2,87 | 40 153 | 1,12 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 3 746 | -3,23 | 690 | 0,58 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 193 | -6,76 | 36 | -2,78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 145 868 | -2,45 | 26 881 | 1,35 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4 150 | -18,71 | 765 | -15,58 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 1 441 | -11,05 | 266 | -7,67 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1 242 | -0,24 | 229 | 3,64 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 2 881 | -8,60 | 531 | -5,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 11 310 | -9,83 | 2 084 | -6,29 | ||||
| 2026-01-22 | 13F | Vicus Capital | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 265 | -1,48 | 417 | 2,46 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6 922 | -2,82 | 1 276 | 0,95 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2 641 | -2,22 | 487 | 1,46 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 10 170 | -1,12 | 1 874 | 2,74 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 231 852 | -3,35 | 42 726 | 0,42 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 2 396 | -2,24 | 441 | 1,61 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 23 002 | -6,62 | 4 239 | -2,98 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 10 625 | -0,05 | 1 928 | 2,28 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 11 985 | -3,81 | 2 209 | -0,09 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 923 | -7,88 | 170 | -3,95 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 5 233 | -5,92 | 1 004 | -2,52 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 399 175 | -22,35 | 73 560 | -19,32 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6 914 | -4,92 | 1 274 | -1,16 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 2 094 | -11,72 | 386 | -8,33 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 27 220 | -2,04 | 5 016 | 1,79 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 1 524 | -0,97 | 281 | 2,94 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 13 999 | -1,03 | 2 580 | 2,83 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 33 199 | -0,19 | 6 118 | 3,70 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 6 179 | -43,21 | 1 139 | -41,01 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 22 793 | -4,44 | 4 200 | -0,71 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 12 415 | -8,71 | 2 288 | -5,18 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 145 954 | -0,08 | 26 896 | 3,81 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 667 | -12,92 | 124 | -10,87 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 3 259 | -2,83 | 601 | 1,01 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 53 136 | -4,82 | 9 792 | -1,11 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 5 770 | -0,93 | 1 063 | 2,90 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4 547 | -5,72 | 838 | -2,11 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 56 | -90,49 | 10 | -91,18 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 77 201 | -7,00 | 14 227 | -3,38 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6 308 | -3,90 | 1 162 | -0,17 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2 664 | -15,80 | 491 | -12,66 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 29 665 | -1,03 | 5 467 | 2,82 | ||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3 265 | -15,26 | 602 | -12,01 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3 977 | -4,86 | 733 | -1,21 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 5 945 | -0,78 | 1 096 | 3,11 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 25 127 | -7,47 | 4 630 | -3,86 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 17 157 | -1,52 | 3 162 | 2,30 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 153 074 | -2,98 | 28 208 | 0,80 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 59 092 | -0,29 | 10 889 | 3,60 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 535 | -0,20 | 651 | 3,66 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1 107 | -14,91 | 204 | -11,74 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 412 | -2,47 | 444 | 1,37 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4 279 | -8,57 | 789 | -5,06 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 5 473 | -2,04 | 1 009 | 1,72 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 428 227 | -3,58 | 75 955 | 98 541,56 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 44 030 | -2,20 | 8 114 | 1,60 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 31 959 | -9,43 | 5 889 | -5,90 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1 962 | -2,24 | 362 | 1,69 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 8 251 | -0,13 | 1 520 | 3,75 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 4 412 | -2,32 | 813 | 1,50 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 17 067 | -2,31 | 3 245 | 4,74 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2 113 | -7,85 | 389 | -4,19 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 82 924 | -2,55 | 15 | 0,00 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 43 076 | -7,71 | 7 938 | -4,12 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 1 352 | -3,08 | 249 | 0,81 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 5 431 | -0,71 | 1 001 | 3,09 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 101 702 | -0,49 | 18 742 | 3,39 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1 855 | -9,95 | 342 | -6,58 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 91 | -9,00 | 17 | -5,88 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 323 | -25,17 | 256 | -21,71 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3 907 | -5,15 | 720 | -1,51 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 9 041 | -0,86 | 1 666 | 3,03 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2 722 | -0,33 | 502 | 3,51 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1 604 | -13,30 | 296 | -10,06 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 79 793 | -2,97 | 14 704 | 0,81 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1 472 | -2,45 | 271 | 1,50 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lpwm Llc | 24 434 | -2,13 | 4 503 | 1,67 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2 217 | -11,92 | 408 | -8,52 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 452 | -1,43 | 268 | 2,30 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 57 318 | -5,77 | 10 563 | -2,09 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 3 741 881 | -4,66 | 690 | -1,01 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 1 551 | -13,98 | 286 | -10,66 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 105 265 | -0,69 | 19 398 | 3,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 703 111 | -0,70 | 129 571 | 3,17 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 209 | -8,52 | 591 | -4,98 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 597 | -6,13 | 110 | -1,79 | ||||
| 2026-05-08 | 13F | Bokf, Na | 71 433 | -2,15 | 13 164 | 1,66 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 5 697 | -7,92 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 170 | -3,70 | 216 | 0,00 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 31 455 | -1,10 | 5 797 | 2,75 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2 771 | -4,32 | 511 | -0,58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15 876 | -6,68 | 2 926 | -3,05 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 16 298 | -5,24 | 3 003 | -1,54 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 1 239 | -8,09 | 228 | -4,60 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10 161 | -11,74 | 1 873 | -8,28 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11 514 | -9,06 | 2 122 | -5,52 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 037 | -7,41 | 188 | -6,00 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3 977 | -0,18 | 733 | 3,68 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 791 | -1,50 | 883 | 2,32 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | American Money Management, LLC | 3 010 | -1,02 | 555 | 2,78 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 1 655 | -9,61 | 305 | -6,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 290 | -21,83 | 54 | -18,46 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 2 876 | -4,86 | 530 | -1,31 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 5 417 | -2,27 | 998 | 1,53 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 34 786 | -1,28 | 6 410 | 2,56 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2 830 | -50,00 | 522 | -48,06 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 876 | -2,04 | 346 | 1,77 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 15 483 | -3,74 | 2 853 | 0,04 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3 457 | -0,03 | 637 | 3,92 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3 556 | -0,78 | 645 | 1,57 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 13 883 | -7,07 | 2 558 | -3,44 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1 357 | -18,89 | 257 | -16,34 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2 052 | -30,89 | 378 | -28,14 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1 378 | -18,02 | 254 | -15,10 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 8 087 | -7,97 | 1 490 | -4,36 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1 471 | -0,34 | 271 | 3,83 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 52 399 | -1,71 | 9 656 | 2,12 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1 611 | -0,56 | 314 | 4,33 | ||||
| 2026-05-04 | 13F | King Wealth | 29 809 | -1,91 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 672 | -24,15 | 124 | -21,66 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 8 756 | -4,25 | 1 613 | -0,55 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 218 | -99,44 | 40 | 5,26 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 23 837 | -0,13 | 4 393 | 3,76 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 4 267 | -13,24 | 786 | -9,86 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 5 721 | -23,21 | 1 054 | -20,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 357 | -2,93 | 2 830 | 0,86 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 8 502 | -75,31 | 1 567 | -74,36 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 3 715 | -1,43 | 685 | 2,40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 38 542 | -75,44 | 7 102 | -74,49 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 23 669 | -0,63 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 603 456 | -2,87 | 111 159 | 0,85 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 39 375 | -1,71 | 7 256 | 2,13 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 404 | -1,16 | 627 | 2,79 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 530 | -4,73 | 282 | -1,06 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 11 812 | -1,46 | 2 177 | 2,35 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 68 123 | -6,16 | 13 116 | 1,86 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4 655 | -40,99 | 858 | -38,74 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 045 401 | -2,46 | 561 207 | 1,35 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 124 837 | -4,92 | 23 005 | -1,22 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 100 | -9,91 | 18 | -5,26 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 57 606 | -4,77 | 11 126 | -3,76 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1 127 | -1,05 | 208 | 2,48 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 47 041 | -1,22 | 8 669 | 2,63 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4 215 | -0,94 | 777 | 2,92 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 25 410 | -7,93 | 4 682 | -4,37 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arwa Llc | 8 294 | -1,60 | 1 577 | 5,48 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 816 | -0,18 | 519 | 3,80 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 22 199 | -3,02 | 4 091 | 0,76 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 1 423 | -4,50 | 262 | -0,76 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8 865 | -0,23 | 1 634 | 3,68 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 24 899 | -3,59 | 4 588 | 0,17 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2 957 | -1,70 | 545 | 2,06 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7 189 | -2,77 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 854 | -4,93 | 2 553 | -1,20 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 122 | -0,81 | 22 | 4,76 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 159 | -0,55 | 398 | 3,12 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528 225 | -2,33 | 97 323 | 1,47 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 1 626 | -6,28 | 300 | -2,61 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 31 128 | -9,93 | 5 736 | -6,41 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3 484 | -44,03 | 642 | -41,85 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 10 091 | -6,57 | 1 860 | -2,92 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 17 147 | -15,87 | 3 160 | -12,61 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9 508 | -7,06 | 1 752 | -3,42 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 162 | -9,08 | 399 | -5,91 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 17 665 | -2,25 | 3 255 | 1,56 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 1 404 | -6,90 | 259 | -3,37 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 3 671 | -20,00 | 676 | -16,85 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 277 | -27,11 | 51 | -23,88 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 433 705 | -0,15 | 79 923 | 3,74 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 445 | -3,86 | 266 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4 518 | -2,29 | 833 | 1,46 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 879 | -25,57 | 162 | -21,84 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 3 460 | -13,07 | 638 | -9,65 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 8 313 | -31,94 | 1 547 | -30,64 | ||||
| 2026-04-15 | 13F | City Holding Co | 5 856 | -3,24 | 1 079 | 0,56 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 40 976 | -1,28 | 7 551 | 2,57 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 171 | -14,76 | 400 | -11,31 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 897 | -6,00 | 350 | -2,24 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 148 588 | -39,38 | 27 523 | -38,49 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 2 295 | -72,79 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 20 721 | -2,54 | 3 819 | 1,25 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 16 200 | -0,43 | 2 985 | 3,47 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 3 411 | -2,07 | 629 | 1,78 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 1 229 | -0,08 | 226 | 3,67 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 22 825 | -1,18 | 4 206 | 2,69 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 9 877 | -94,30 | 1 752 | -94,22 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 8 035 | -23,94 | 1 481 | -20,98 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1 450 | -15,06 | 267 | -11,59 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 2 751 | -4,88 | 507 | -1,17 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 3 377 | -13,03 | 622 | -9,59 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 3 477 | -81,89 | 641 | -81,20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 677 184 | -0,73 | 119 485 | 0,34 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 158 512 | -3,81 | 29 211 | -0,06 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 31 025 | -15,81 | 5 717 | -12,53 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 1 453 | -2,68 | 268 | 1,14 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 97 297 | -50,58 | 18 761 | -46,28 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 17 837 | -3,75 | 3 287 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 16 027 | -3,52 | 2 953 | 0,24 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 23 637 | -0,77 | 4 362 | 3,27 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 2 944 | -0,41 | 542 | 3,44 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11 389 | -5,30 | 2 099 | -1,64 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4 178 | -1,60 | 770 | 2,12 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 3 706 | -0,32 | 683 | 3,49 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2 466 | -3,41 | 454 | 0,44 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2 824 | -1,40 | 520 | 2,56 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 8 969 | -0,33 | 1 653 | 3,51 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 32 478 | -9,00 | 6 | -16,67 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3 118 | -66,77 | 575 | -65,50 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 44 441 | -0,36 | 8 190 | 3,53 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 937 | -1,36 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 7 478 | -12,46 | 1 378 | -9,11 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 569 | -34,97 | 105 | -32,90 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 18 533 | -64,24 | 3 415 | -62,85 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3 937 | -22,45 | 725 | -17,80 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2 660 | -0,19 | 490 | 3,81 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3 574 | -11,16 | 659 | -7,71 | ||||
| 2026-02-13 | 13F | Foresight Global Investors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 529 934 | -2,31 | 97 656 | 1,49 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1 213 | -0,82 | 224 | 3,24 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 1 542 | -32,72 | 284 | -30,05 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 44 150 | -6,25 | 8 136 | -2,61 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 12 167 | -10,45 | 2 242 | -6,93 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 11 181 | -19,01 | 2 061 | -15,85 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3 414 | -3,34 | 629 | 0,48 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 5 133 | -1,72 | 946 | 2,05 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 8 518 | -10,85 | 1 511 | -9,47 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 30 384 | -1,70 | 5 599 | 2,13 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9 667 | -59,53 | 1 781 | -57,97 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 23 | -77,00 | 4 | -76,47 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4 436 | -5,56 | 817 | -1,92 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 171 147 | -1,11 | 31 539 | 2,74 | ||||
| 2026-05-04 | 13F | Nwam Llc | 8 296 | -0,71 | 1 529 | -0,26 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 7 445 | -19,58 | 1 372 | -16,50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8 169 | -19,49 | 1 505 | -16,34 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2 461 | -39,41 | 454 | -37,08 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 24 295 | -18,04 | 4 477 | -14,84 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5 594 | -11,47 | 992 | 8,30 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 154 707 | -10,79 | 29 | -6,67 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 2 664 | -0,67 | 491 | 3,37 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 139 | -62,84 | 210 | -61,51 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 2 913 | -7,02 | 537 | -3,42 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1 368 | -2,36 | 252 | 1,61 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 21 | -25,00 | 4 | -25,00 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 612 122 | -1,80 | 112 802 | 2,03 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 1 448 | -3,34 | 267 | 0,38 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 23 490 | -0,76 | 4 329 | 3,10 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1 475 | -4,41 | 272 | -0,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 720 227 | -8,93 | 132 723 | -5,38 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3 345 | -0,36 | 616 | 3,53 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 31 057 | -2,63 | 5 723 | 1,17 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 943 | -0,81 | 542 | 3,04 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2 491 | -65,83 | 459 | -64,58 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 31 279 | -0,48 | 5 764 | 3,41 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 63 487 | -0,58 | 11 699 | 3,29 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4 024 | -29,58 | 741 | -26,85 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1 189 | -70,60 | 219 | -69,46 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 3 618 | -3,85 | 667 | -0,15 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 979 | -1,11 | 180 | 2,86 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 20 400 | -0,16 | 3 759 | 3,73 | ||||
| 2026-05-01 | 13F | Avion Wealth | 157 831 | -3,09 | 29 | 3,57 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3 088 | -0,16 | 569 | 3,83 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 53 227 | -2,05 | 9 809 | 1,76 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 9 785 | -0,92 | 1 803 | 2,97 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 820 | -11,73 | 151 | -7,93 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 374 368 | -1,43 | 68 988 | 2,41 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 533 | -0,93 | 651 | 3,01 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3 024 | -25,92 | 557 | -23,07 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 77 301 | -19,39 | 14 245 | -16,25 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 189 | -76,49 | 220 | -75,80 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 25 525 | -8,21 | 4 704 | -4,64 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 2 413 | -32,75 | 445 | -30,19 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1 730 | -2,48 | 319 | 1,27 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 326 802 | -0,70 | 60 227 | 3,17 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 15 702 | -0,05 | 2 894 | 3,84 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 154 378 | -13,10 | 28 449 | -9,71 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 3 646 | -26,70 | 672 | -23,92 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 16 770 | -1,34 | 3 088 | 2,35 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 5 469 | -2,34 | 1 008 | 1,41 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 577 | -0,82 | 280 | 0,36 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 798 | -24,26 | 884 | -21,28 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 46 740 | -3,40 | 8 613 | 0,37 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 46 412 | -0,55 | 8 553 | 3,32 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 46 | -95,81 | 8 | -95,88 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 21 194 | -45,22 | 3 906 | -43,09 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 31 | -86,58 | 6 | -87,50 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 740 | -18,50 | 136 | -15,53 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2 167 | -2,69 | 399 | 1,27 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 7 706 | -9,27 | 1 469 | -2,52 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3 349 | -4,94 | 617 | -1,12 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 739 | -0,67 | 136 | 3,82 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 10 027 | -0,01 | 1 848 | 3,88 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 37 961 | -2,79 | 6 996 | 1,00 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 4 523 | -3,27 | 834 | 0,48 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 61 279 | -3,04 | 11 293 | 0,74 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 3 025 | -2,55 | 557 | 1,27 | ||||
| 2026-03-30 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2 164 | -1,14 | 399 | 1,02 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 341 901 | -11,55 | 63 006 | -8,10 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 702 | -4,93 | 498 | -1,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 7 800 | -37,10 | 1 437 | -34,65 | |||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 241 730 | -0,33 | 44 546 | 3,56 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Directional Asset Management | 3 416 | -20,06 | 630 | -16,91 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 38 071 | -0,06 | 7 016 | 3,82 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 418 | -0,27 | 1 316 | 1,31 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 129 119 | -1,45 | 23 794 | 2,39 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 11 880 | -4,02 | 2 189 | -0,27 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 734 | -7,21 | 135 | -3,57 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1 185 | -1,66 | 218 | 2,35 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 1 425 | -25,97 | 263 | -23,17 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 29 454 | -22,41 | 5 428 | -19,39 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 1 377 | -24,38 | 254 | -21,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 688 107 | -0,60 | 495 364 | 3,27 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 4 636 | -7,08 | 854 | -3,39 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 95 781 | -0,53 | 17 650 | 3,35 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 26 051 | -12,97 | 4 801 | -9,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 421 695 | -5,00 | 446 269 | -1,30 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1 973 | -3,43 | 364 | 0,28 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 23 440 | -0,23 | 4 320 | 3,65 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1 168 | -3,55 | 215 | 0,47 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4 898 | -2,43 | 903 | 1,35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 484 | -34,94 | 460 | -32,40 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 15 037 | -2,04 | 2 771 | 1,80 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 29 431 | -71,02 | 5 424 | -69,89 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 1 879 | -5,67 | 346 | -1,98 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 166 | -7,32 | 399 | -3,62 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 7 195 | -5,68 | 1 326 | -2,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 1 | -50,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1 205 | -0,41 | 222 | 3,74 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1 429 | -0,76 | 259 | 1,57 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 3 658 | -0,73 | 674 | 3,22 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10 640 | -12,85 | 1 961 | -9,47 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7 221 | -0,06 | 1 281 | 1,51 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sierra Capital LLC | 2 162 | -0,51 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 5 476 | -3,68 | 1 009 | 0,10 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 19 918 | -0,10 | 3 670 | 3,79 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 38 826 | -15,28 | 7 155 | -11,98 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 2 245 | -6,46 | 414 | -2,82 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 15 558 | -3,28 | 2 867 | 0,49 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 1 375 | -5,76 | 253 | -1,94 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 1 387 | -5,58 | 256 | -1,92 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 696 | -16,32 | 681 | -13,03 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 68 357 | -0,88 | 12 597 | 2,98 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16 783 | -4,26 | 3 182 | 0,76 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 58 960 | -0,92 | 10 865 | 2,94 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 79 198 | -0,31 | 14 595 | 3,57 |
