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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38 296 | -2,31 | 3 467 | -1,17 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3 089 | -4,87 | 280 | -3,79 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 48 089 | -7,65 | 4 353 | -6,55 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 2 137 042 | -5,37 | 193 466 | -4,23 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2 319 | -3,54 | 210 | -2,79 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 15 675 | -2,11 | 1 419 | -0,91 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 7 000 | -22,22 | 634 | -21,37 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 18 983 | -2,04 | 1 719 | -0,87 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pembroke Management, LTD | 53 462 | -1,85 | 4 840 | -0,68 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 12 890 | -1,89 | 1 167 | -0,77 | ||||
| 2026-05-04 | 13F | Abc Arbitrage Sa | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 853 952 | -0,36 | 77 308 | 0,83 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 15 726 | -15,03 | 1 424 | -14,02 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 34 191 | -1,28 | 3 095 | -0,10 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 25 819 | -2,68 | 2 337 | -1,52 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 245 596 | -2,19 | 22 234 | -1,02 | ||||
| 2026-05-13 | 13F | Inlet Private Wealth, LLC | 5 684 | -2,57 | 515 | -1,34 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 87 493 | -5,37 | 7 921 | -4,24 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 740 675 | -0,33 | 67 050 | 0,86 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 20 704 | -14,88 | 1 874 | -13,88 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 17 327 | -5,38 | 1 569 | -4,27 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 16 065 | -6,27 | 1 454 | -5,15 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1 000 681 | -0,81 | 90 591 | 0,09 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 47 022 | -3,42 | 4 257 | -2,27 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6 543 | -5,71 | 592 | -4,52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 131 630 | -16,30 | 11 916 | -15,30 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 273 806 | -1,60 | 24 788 | -0,43 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 3 939 | -97,93 | 357 | -97,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 43 700 | -22,38 | 3 956 | -21,45 | |||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 106 088 | -19,07 | 9 604 | -18,10 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 449 577 | -3,05 | 40 700 | -1,89 | ||||
| 2026-01-12 | 13F | Kopp Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 3 180 | -5,16 | 288 | -4,01 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 5 620 | -21,67 | 509 | -20,75 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 9 234 | -3,36 | 836 | -2,22 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6 765 | -1,36 | 612 | -0,16 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 12 279 | -3,60 | 1 112 | -2,46 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 296 | -41,50 | 27 | -42,22 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 6 219 | -5,08 | 563 | -3,92 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 15 253 | -10,73 | 1 381 | -9,69 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 174 201 | -0,06 | 16 624 | 2,76 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6 074 | -14,32 | 550 | -13,41 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 5 676 | -3,11 | 514 | -2,10 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 39 466 | -5,60 | 3 573 | -4,47 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5 018 186 | -4,36 | 454 296 | -3,22 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 12 231 | -2,14 | 1 107 | -0,90 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 25 571 | -7,55 | 2 315 | -6,47 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 8 210 | -21,43 | 743 | -20,45 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 4 020 374 | -2,13 | 363 964 | -0,96 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1 661 066 | -2,16 | 150 376 | -0,99 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 22 638 | -89,77 | 2 049 | -89,65 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 29 742 | -0,50 | 2 693 | 0,67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 31 470 | -7,50 | 2 849 | -6,41 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 12 262 | -1,94 | 1 110 | -0,72 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 133 991 | -5,64 | 12 130 | -4,51 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2 864 | -6,34 | 259 | -6,16 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 513 | -52,15 | 46 | -51,58 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 117 764 | -1,67 | 10 661 | -0,49 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 14 786 | -9,44 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 4 100 | -1,51 | 371 | -0,27 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 10 852 | -0,15 | 982 | 1,03 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 3 974 | -0,50 | 360 | 0,56 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 20 100 | -2,86 | 1 820 | -1,73 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 45 603 | -0,63 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 124 498 | -0,28 | 11 277 | 0,97 | ||||
| 2026-05-11 | 13F | Kaleidoscope Capital Lp | 35 671 | -6,85 | 3 229 | -5,72 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 38 980 | -0,07 | 3 529 | 1,12 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 649 | -18,60 | 692 | -17,62 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 8 452 | -11,53 | 765 | -10,42 | ||||
| 2026-04-22 | 13F | Motco | 7 256 | -23,01 | 657 | -22,18 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 259 260 | -3,66 | 23 471 | -2,51 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 948 853 | -3,61 | 85 900 | -2,45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 20 | -99,40 | 2 | -99,54 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 128 356 | -15,92 | 12 | -15,38 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 258 449 | -1,25 | 23 397 | -0,07 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 67 412 | -7,00 | 6 103 | -5,89 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 423 426 | -20,83 | 38 333 | -19,88 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 29 006 | -3,21 | 2 595 | -0,84 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 4 115 | -4,72 | 373 | -3,63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 22 519 | -0,07 | 2 039 | 1,14 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 4 116 | -1,70 | 373 | -0,53 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 3 649 583 | -1,51 | 326 492 | 0,91 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 29 068 | -4,54 | 2 632 | -3,41 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 24 570 | -8,73 | 2 224 | -7,64 | ||||
| 2026-04-06 | 13F | CX Institutional | 985 753 | -3,60 | 89 | -2,20 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 10 598 | -18,24 | 959 | -17,26 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 116 587 | -1,49 | 10 555 | -0,32 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 533 940 | -3,05 | 48 338 | -1,89 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 93 611 | -18,81 | 8 475 | -17,84 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 39 690 | -0,81 | 3 593 | 0,39 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 65 289 | -5,99 | 5 911 | -4,86 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3 729 | -0,03 | 338 | 1,20 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 4 876 | -0,73 | 441 | 0,46 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 46 890 | -1,06 | 4 245 | 0,12 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 14 330 | -4,44 | 1 297 | -3,28 | ||||
| 2026-04-24 | 13F | Balentine LLC | 2 154 493 | -2,23 | 195 046 | -1,06 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3 731 | -36,07 | 338 | -35,44 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 188 | -7,16 | 289 | -6,19 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 285 970 | -1,03 | 25 889 | 0,15 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 224 205 | -1,58 | 110 827 | -0,41 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 227 931 | -1,49 | 20 391 | 0,94 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 965 630 | -48,50 | 87 418 | -47,89 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 5 395 | -16,49 | 488 | -15,42 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 40 997 | -6,81 | 3 711 | -5,69 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 395 336 | -2,10 | 35 790 | -0,93 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 2 612 | -18,48 | 236 | -17,48 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 5 626 | -56,81 | 509 | -56,31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 22 353 | -0,37 | 2 024 | 0,80 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 101 151 | -1,01 | 9 157 | 0,19 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 37 248 | -0,10 | 3 372 | 1,11 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 145 431 | -2,00 | 13 166 | -0,83 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 31 301 | -8,98 | 2 834 | -7,90 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2 398 | -10,19 | 217 | -8,82 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 338 979 | -1,73 | 30 688 | -4,68 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 139 207 | -3,61 | 12 602 | -2,45 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 20 258 | -3,85 | 1 834 | -2,71 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 6 077 | -32,46 | 550 | -31,59 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 7 053 | -3,44 | 631 | -1,10 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 257 | -4,84 | 115 | -2,56 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 66 135 | -2,05 | 5 916 | 0,36 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 711 044 | -3,55 | 64 371 | -2,40 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 7 403 | -6,81 | 670 | -5,63 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 5 109 | -48,67 | 463 | -48,09 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 2 252 | -33,39 | 204 | -32,78 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 89 744 | -0,86 | 8 125 | 0,33 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 23 998 | -0,13 | 2 173 | 1,07 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 131 508 | -1,67 | 11 905 | -0,49 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-15 | 13F | Select Equity Group, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9 992 | -7,58 | 905 | -6,51 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 7 821 | -1,18 | 708 | 0,14 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 62 980 | -44,59 | 5 702 | -43,92 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 14 186 | -0,13 | 1 377 | 4,80 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 84 081 | -1,38 | 7 612 | -0,21 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1 620 720 | -5,28 | 90 797 | -8,48 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 577 | -37,62 | 233 | -36,86 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 14 990 | -1,64 | 1 357 | -0,44 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7 415 | -22,42 | 671 | -21,52 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 5 198 | -2,51 | 471 | -7,11 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 601 | -7,68 | 54 | -6,90 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3 280 | -42,01 | 293 | -40,57 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49 721 | -7,68 | 4 501 | -6,58 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2 236 | -5,81 | 202 | -4,72 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 1 677 | -31,75 | 152 | -31,05 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22 988 | -23,70 | 2 081 | -22,78 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1 944 | -0,21 | 176 | 0,57 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 515 | -2,79 | 318 | -1,55 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 32 858 | -0,19 | 2 975 | 0,98 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 150 015 | -1,44 | 13 581 | -0,26 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 14 581 | -17,34 | 1 320 | -16,35 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 950 | -13,64 | 86 | -12,24 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 22 502 | -1,56 | 2 037 | -0,39 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9 543 | -0,37 | 864 | 0,82 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 10 933 | -0,83 | 990 | 0,30 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 560 000 | -21,68 | 50 697 | -20,74 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 168 468 | -2,43 | 15 252 | -1,27 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 79 407 | -5,08 | 7 189 | -3,94 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 546 166 | -0,21 | 49 444 | 0,99 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 67 898 | -3,23 | 6 147 | -2,09 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 12 027 | -5,54 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 187 765 | -1,97 | 16 998 | -0,80 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 926 698 | -0,74 | 83 894 | 0,45 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 5 818 | -55,50 | 527 | 52 500,00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 8 266 | -7,81 | 748 | -6,73 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 147 820 | -20,09 | 13 382 | -19,13 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 5 664 | -31,59 | 513 | -30,81 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 92 305 | -3,23 | 8 356 | -2,07 | ||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 3 868 | -86,68 | 350 | -86,52 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 8 461 | -0,39 | 766 | 0,79 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 4 418 | -13,25 | 400 | -12,31 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 35 400 | -7,21 | 3 205 | -6,10 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2 853 | -4,49 | 258 | -3,37 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 13 829 | -30,08 | 1 252 | -29,32 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 69 552 | -0,33 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 2 709 | -0,59 | 245 | 0,82 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9 885 | -4,18 | 895 | -3,04 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4 443 | -19,10 | 402 | -18,13 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 4 834 | -1,27 | 438 | 0,00 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 14 380 | -3,34 | 1 302 | -2,18 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 8 639 | -4,85 | 782 | -3,69 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5 726 | -50,00 | 518 | -50,57 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 41 832 | -39,45 | 3 787 | -38,72 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 29 245 | -9,19 | 2 647 | 132 200,00 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 7 226 | -85,94 | 654 | -85,78 | ||||
| 2026-05-15 | 13F | Passaic Partners LLC | 2 036 600 | -9,72 | 184 373 | -8,64 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 7 003 | -41,20 | 634 | -40,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 634 319 | -9,76 | 58 298 | -7,29 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 85 352 | -8,68 | 6 682 | -20,08 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 6 484 | -3,24 | 630 | 1,62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 34 293 | -0,35 | 3 105 | 0,84 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 161 | -68,62 | 15 | -68,89 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 7 449 | -5,23 | 674 | -4,13 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 41 009 | -4,19 | 3 713 | -3,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 5 881 | -1,08 | 532 | 0,19 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 215 431 | -0,57 | 19 503 | 0,62 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11 090 | -12,88 | 1 004 | -11,86 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 2 412 970 | -8,33 | 218 446 | -7,23 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 26 725 | -4,25 | 2 419 | -3,08 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 155 098 | -10,22 | 14 041 | -9,14 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 28 826 | -1,74 | 2 610 | -0,57 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 4 228 | -5,01 | 383 | -4,02 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 67 002 | -7,99 | 6 532 | 0,26 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 17 661 | -2,80 | 1 685 | -0,65 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 35 601 | -13,93 | 3 223 | -12,92 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 768 | -30,22 | 251 | -29,38 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 138 | -59,17 | 12 | -60,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 490 822 | -1,52 | 44 434 | -0,34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 107 958 | -0,34 | 9 773 | 0,86 | ||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 165 197 | -0,32 | 14 955 | 0,87 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1 498 | -1,19 | 136 | 0,00 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 377 | -1,85 | 577 | -0,69 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 463 454 | -0,98 | 41 956 | 0,21 | ||||
| 2026-04-13 | 13F | Arwa Llc | 15 163 | -1,44 | 1 443 | 4,80 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4 801 | -4,31 | 435 | -3,12 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9 033 | -4,53 | 818 | -3,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8 996 | -88,21 | 814 | -88,08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cowa, Llc | 31 714 | -24,91 | 2 871 | -24,01 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 431 | -7,42 | 401 | -6,31 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 713 | -8,47 | 65 | -7,25 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2 247 | -49,83 | 203 | -49,25 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 19 541 | -0,34 | 1 769 | 0,86 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8 788 | -0,37 | 786 | 2,08 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 10 058 | -3,85 | 911 | -2,67 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3 303 | -1,49 | 299 | 0,00 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3 178 400 | -9,60 | 284 340 | 92 821,24 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 675 | -5,60 | 333 | -4,60 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 32 351 | -0,87 | 2 929 | -4,56 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15 524 | -9,22 | 1 405 | -8,11 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5 758 | -7,72 | 521 | -6,63 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 167 931 | -41,44 | 15 203 | -40,74 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 4 294 | -8,70 | 389 | -7,62 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 5 223 | -14,08 | 473 | -13,08 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3 223 | -23,77 | 292 | -23,02 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 3 088 039 | -0,31 | 279 560 | 0,88 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 1 232 051 | -15,97 | 111 180 | -15,09 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 7 510 | -1,31 | 680 | -0,15 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 163 | -24,72 | 105 | -23,91 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 3 866 | -0,18 | 373 | 4,20 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9 206 | -0,84 | 833 | 0,36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 55 837 | -11,83 | 5 055 | -10,79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 3 032 | -2,79 | 274 | -1,79 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 424 843 | -2,10 | 38 461 | -4,19 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 14 217 | -2,54 | 1 287 | -1,30 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 69 155 | -10,35 | 6 261 | -9,28 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 20 207 | -5,42 | 1 808 | -3,11 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 150 731 | -0,06 | 13 646 | 1,13 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 84 919 | -4,20 | 8 | 0,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 4 772 | -29,49 | 432 | -28,60 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 10 212 | -86,19 | 925 | -86,03 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 5 297 | -8,85 | 480 | -7,71 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 46 626 | -10,02 | 4 227 | -8,74 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 50 114 | -0,05 | 4 537 | 1,14 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 088 243 | -2,51 | 98 519 | -1,34 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 3 366 | -89,67 | 301 | -89,41 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 376 669 | -41,80 | 34 100 | -41,11 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4 998 | -13,39 | 459 | -11,05 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 9 422 | -6,16 | 853 | 1,79 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 25 483 | -9,27 | 2 307 | -8,20 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 19 960 | -2,92 | 1 807 | -1,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 541 491 | -7,87 | 49 021 | -6,77 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7 180 | -11,87 | 650 | -10,71 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 415 923 | -8,85 | 37 653 | -7,76 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3 207 | -1,54 | 290 | -0,34 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 5 246 | -11,28 | 475 | -13,35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2 883 498 | -67,62 | 261 043 | -67,23 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 112 590 | -0,34 | 10 072 | 2,12 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 31 693 | -8,64 | 2 869 | -7,54 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 5 778 | -6,41 | 523 | -5,25 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 556 362 | -3,67 | 50 367 | -2,52 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 71 189 | -1,19 | 6 369 | 1,24 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 1 337 502 | -4,43 | 121 084 | -3,28 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 162 376 | -3,18 | 14 700 | -2,02 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 116 191 | -2,30 | 10 519 | -1,14 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15 064 | -15,89 | 1 364 | -14,92 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 31 532 | -17,19 | 2 855 | -16,21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 154 | -2,20 | 105 | -0,95 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 8 848 | -2,43 | 801 | -1,23 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 17 535 | -0,48 | 1 587 | 0,70 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 170 734 | -2,28 | 15 457 | -1,11 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 11 840 | -0,50 | 1 072 | 0,66 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 96 237 | -2,57 | 8 712 | -1,40 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 64 | -24,71 | 6 | -28,57 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 18 222 | -1,34 | 1 650 | -0,18 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 19 588 | -17,12 | 1 773 | -16,13 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 16 036 | -3,37 | 1 452 | -2,22 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 66 484 | -0,61 | 6 019 | 0,58 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 130 642 | -1,68 | 11 827 | -0,50 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 13 494 | -10,16 | 1 222 | -9,08 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 15 591 | -4,23 | 1 411 | -3,09 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2 411 | -97,72 | 218 | -97,70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 382 253 | -9,58 | 34 605 | -8,49 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 407 939 | -17,79 | 36 937 | -16,80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 669 791 | -0,33 | 60 636 | 0,86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3 152 | -10,05 | 285 | -8,95 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 1 029 785 | -4,10 | 93 226 | -2,96 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100,00 | 0 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 11 373 | -5,25 | 1 030 | -4,10 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5 035 | -2,97 | 456 | -1,94 | ||||
| 2026-05-14 | 13F | Main Management LLC | 174 188 | -13,73 | 16 | -16,67 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 522 492 | -10,42 | 47 301 | -9,35 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 10 822 | -2,98 | 980 | -1,81 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 366 168 | -1,25 | 33 149 | -0,07 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 187 242 | -0,06 | 16 951 | 1,14 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2 886 | -96,91 | 261 | -96,88 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2 300 | -6,20 | 208 | -5,02 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 195 | -31,10 | 18 | -32,00 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 17 510 | -3,99 | 1 584 | -2,94 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 82 751 | -0,44 | 7 987 | -1,32 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 2 228 | -12,04 | 202 | -11,06 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 93 090 | -2,72 | 8 427 | -1,57 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 146 | -7,09 | 285 | -3,73 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Inkwell Capital Llc | 24 811 | -0,40 | 2 246 | 0,81 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 17 722 | -0,49 | 1 604 | 0,69 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 2 558 | -1,16 | 232 | 0,00 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 250 | -1,19 | 23 | 0,00 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 2 248 | -35,12 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Sepio Capital, LP | 15 092 | -8,68 | 1 366 | -7,58 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4 179 | -1,44 | 378 | -0,26 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1 912 | -14,60 | 173 | -13,93 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 2 564 | -97,78 | 232 | -97,76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 600 | -8,17 | 1 684 | -7,12 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 16 020 | -45,12 | 1 559 | -36,04 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 48 007 | -3,27 | 4 346 | -2,10 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 131 837 | -0,43 | 11 935 | 0,76 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9 034 | -60,85 | 818 | -60,42 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2 273 | -28,86 | 206 | -28,07 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 331 441 | -16,90 | 30 005 | -15,91 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 27 714 | -16,58 | 2 509 | -15,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 30 388 | -18,95 | 2 751 | -17,98 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 931 | -30,16 | 84 | -29,41 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 20 865 | -0,75 | 1 889 | 0,43 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 3 700 | -35,47 | 335 | -34,77 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 48 349 | -3,48 | 4 377 | -2,32 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 6 950 | -23,37 | 629 | -23,20 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 15 492 | -0,79 | 1 402 | 0,43 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 59 041 | -1,16 | 5 345 | 0,02 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 6 491 | -4,98 | 588 | -3,93 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 122 429 | -22,52 | 11 084 | -21,59 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 8 591 | -5,81 | 778 | -4,66 | ||||
| 2026-04-23 | 13F | American National Bank | 2 876 | -0,79 | 260 | 0,39 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 61 553 | -39,09 | 5 572 | -38,36 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 10 307 | -6,94 | 933 | -5,76 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 30 545 | -0,07 | 2 765 | 1,13 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 2 900 | -0,48 | 262 | 0,77 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 16 285 | -0,61 | 1 474 | 0,61 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 229 453 | -37,75 | 20 774 | -37,00 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 4 242 | -19,77 | 384 | -18,64 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 1 484 614 | -2,44 | 134 402 | -1,27 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 73 018 | -8,31 | 6 610 | -7,22 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 6 112 | -1,21 | 553 | 0,00 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 11 053 | -0,44 | 1 001 | 0,70 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4 025 | -9,12 | 0 | |||||
| 2026-05-07 | 13F | Conquis Financial Llc | 492 | -13,07 | 46 | -8,00 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 10 111 | -19,57 | 915 | -18,59 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 359 593 | -4,17 | 32 554 | -3,02 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 55 734 | -0,57 | 5 046 | 0,62 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 1 539 531 | -53,03 | 139 374 | -52,47 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 19 174 | -0,36 | 1 791 | 4,01 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 952 567 | -9,36 | 86 236 | -8,27 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 5 427 | -1,20 | 491 | 0,00 | ||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 12 461 | -25,13 | 1 128 | -24,19 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 32 967 | -0,31 | 2 985 | 0,88 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 62 490 | -2,58 | 5 657 | -1,41 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 12 151 | -1,81 | 1 157 | 2,39 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 15 120 | -37,57 | 1 369 | -36,84 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 43 863 | -18,03 | 3 971 | -17,07 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 595 160 | -0,42 | 53 880 | 0,77 | ||||
| 2026-05-04 | 13F | First National Bank of Hutchinson | 3 274 | -55,44 | 296 | -54,95 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 2 309 | -3,31 | 209 | -1,88 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 7 208 | -23,45 | 653 | -22,57 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 828 | -5,18 | 347 | -4,16 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 57 022 | -0,87 | 5 162 | 0,33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 736 098 | -22,52 | 66 639 | 79 230,95 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 88 199 | -0,30 | 8 | 0,00 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 111 | -4,61 | 191 | -3,54 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 66 085 | -7,12 | 6 306 | -0,91 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 17 831 | -0,45 | 1 614 | 0,75 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 403 818 | -2,57 | 36 558 | -1,41 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 3 073 | -6,14 | 278 | -4,79 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 89 240 | -9,93 | 7 983 | -7,71 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1 726 878 | -4,13 | 156 334 | -2,98 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 2 821 | -74,17 | 255 | -73,90 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 220 205 | -15,12 | 19 935 | -14,11 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11 405 | -1,47 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 65 267 | -0,65 | 5 909 | 0,53 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 165 682 | -0,73 | 14 999 | 0,46 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 7 842 | -0,43 | 710 | 0,71 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 5 764 | -10,64 | 522 | -9,55 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 29 085 | -0,31 | 2 633 | 0,88 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 138 881 | -2,13 | 12 573 | -0,97 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 5 764 | -2,06 | 522 | -0,95 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 13 217 | -1,98 | 1 196 | -0,83 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2 750 | -0,76 | 249 | 0,40 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 93 515 | -1,89 | 8 | 0,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 132 871 | -1,39 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 27 919 | -5,27 | 2 528 | -4,14 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 28 145 | -14,97 | 2 548 | -13,98 | ||||
| 2026-02-13 | 13F | Carter Financial Group, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 8 145 | -0,86 | 737 | 0,27 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 54 | -96,89 | 5 | -97,35 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 29 518 | -3,69 | 2 672 | -2,52 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sensible Money, LLC | 5 545 | -2,53 | 502 | -1,18 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 6 649 | -18,41 | 602 | -17,56 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1 446 | -8,94 | 131 | -8,45 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 4 288 | -14,14 | 388 | -13,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1 973 972 | -21,67 | 180 034 | -21,98 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 31 437 | -1,18 | 2 846 | 0,00 | ||||
| 2026-04-24 | 13F | Cornerstone Partners Capital Management, Llc | 21 964 | -13,93 | 1 988 | -12,88 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 125 739 | -0,07 | 11 383 | 1,13 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 266 | -7,32 | 24 | -4,00 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 12 042 | -5,75 | 1 090 | -4,64 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 14 371 | -4,21 | 1 301 | -3,06 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 52 161 | -0,41 | 4 722 | 0,79 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Swmg, Llc | 101 308 | -6,97 | 9 171 | -11,96 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 41 600 | -0,61 | 3 766 | 0,59 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 68 767 | -0,21 | 6 225 | 0,99 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2 219 | -3,65 | 201 | -2,91 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 26 787 | -0,45 | 2 396 | -0,46 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 6 256 | -3,04 | 566 | -1,91 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 910 | -7,99 | 626 | -6,86 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 2 859 | -8,77 | 259 | -7,86 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 16 682 | -11,82 | 1 510 | -10,76 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 119 175 | -0,75 | 10 789 | 0,43 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 584 673 | -0,21 | 52 930 | 0,95 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 114 493 | -0,12 | 10 365 | 1,08 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 3 956 | -1,69 | 358 | -3,24 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 54 279 | -2,66 | 4 914 | -1,50 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 37 715 | -0,26 | 3 414 | 0,95 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 113 250 | -3,82 | 10 252 | -2,67 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3 976 | -94,62 | 360 | 15,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 637 728 | -8,42 | 57 734 | -7,32 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 42 265 | -0,51 | 3 826 | 0,68 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 209 111 | -4,91 | 18 931 | -2,28 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 5 596 | -5,85 | 507 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 64 633 | -22,94 | 5 851 | -22,01 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 9 505 | -3,60 | 860 | -2,49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 22 297 | -0,46 | 2 019 | 0,75 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 336 463 | -6,15 | 30 | -6,25 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 780 448 | -2,50 | 71 | -1,41 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 20 621 | -5,97 | 1 867 | -4,84 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 197 051 | -0,32 | 17 839 | 0,87 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 261 887 | -1,61 | 20 235 | 0,86 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 249 208 | -1,07 | 22 561 | 0,11 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 3 942 | -20,23 | 357 | -19,46 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 3 951 | -3,92 | 382 | -4,50 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 231 432 | -1,60 | 20 952 | -0,42 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1 333 556 | -30,81 | 120 732 | -29,29 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 115 797 | -2,62 | 10 483 | -1,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 699 | -8,53 | 335 | -7,48 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 29 880 | -0,16 | 2 828 | 5,64 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 104 924 | -45,98 | 19 296 | 11,06 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 15 201 | -14,49 | 1 376 | -13,46 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 25 897 | -0,46 | 2 344 | 0,73 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 27 | -32,50 | 2 | -33,33 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 345 144 | -9,39 | 31 246 | -8,31 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 200 468 | -17,74 | 18 148 | -16,76 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 17 177 | -0,16 | 1 555 | 1,04 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 46 866 | -0,93 | 4 243 | 0,26 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 508 385 | -4,79 | 46 024 | -3,65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 203 094 934 | -10,83 | 18 386 184 | -9,76 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4 134 | -3,34 | 374 | -2,09 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 7 128 | -6,81 | 645 | -5,70 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5 378 | -1,48 | 487 | -0,41 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 174 227 | -5,96 | 15 773 | -4,83 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 74 845 | -12,52 | 6 776 | -11,47 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 4 232 459 | -5,11 | 383 165 | -3,98 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 3 443 | -4,36 | 312 | -3,42 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 19 671 | -0,46 | 1 887 | 6,73 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 58 988 | -0,14 | 5 340 | 1,06 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 3 014 | -0,10 | 273 | 1,12 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 3 425 | -0,03 | 310 | 1,31 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 2 322 | -6,45 | 210 | -5,41 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 15 879 | -2,04 | 1 438 | -0,90 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 49 315 | -18,27 | 4 465 | -17,30 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 18 374 | -6,80 | 1 663 | -5,67 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 258 139 | -2,03 | 23 369 | -0,86 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 406 336 | -10,26 | 36 786 | -9,18 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 14 308 | -0,04 | 1 295 | 1,17 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 477 | -76,08 | 43 | -75,84 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 132 074 | -44,92 | 12 | -47,62 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 36 522 | -0,94 | 3 306 | 26,96 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 21 496 | -7,10 | 1 946 | -5,99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 63 548 | -6,49 | 6 167 | -5,14 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 18 293 | -4,68 | 1 656 | -3,50 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11 430 | -15,88 | 1 035 | -14,90 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 4 390 | -94,77 | 410 | -94,75 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 8 689 | -1,33 | 787 | -0,13 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 119 | -47,58 | 11 | -50,00 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 4 083 | -64,54 | 370 | -64,17 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 3 116 | -0,95 | 282 | 0,36 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 26 691 | -3,64 | 2 416 | -2,46 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2 393 | -1,20 | 217 | 0,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 173 956 | -2,51 | 15 748 | -1,35 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 28 322 | -20,14 | 2 564 | -19,17 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6 031 | -89,47 | 546 | -89,36 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28 628 | -19,68 | 2 592 | -18,73 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 9 944 | -0,83 | 900 | 0,33 | ||||
| 2026-05-07 | 13F | Swan Global Investments, LLC | 2 693 | -5,84 | 244 | -4,71 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 102 602 | -0,28 | 9 289 | 0,91 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 148 264 | -1,27 | 13 422 | -0,09 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 204 067 | -2,00 | 18 474 | -0,83 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 63 416 | -16,07 | 5 741 | -15,06 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 61 942 | -20,90 | 5 432 | -22,47 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 10 308 | -55,63 | 955 | -53,37 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 20 002 | -0,05 | 1 811 | 1,12 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4 214 | -12,34 | 381 | -11,19 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 27 778 | -6,87 | 2 515 | -5,77 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 151 038 | -0,58 | 13 673 | 0,61 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 19 696 | -2,02 | 1 783 | -0,83 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Glassman Wealth Services | 8 398 | -4,58 | 760 | -3,43 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 14 574 | -5,79 | 1 566 | 13,16 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 27 408 | -0,13 | 2 481 | 1,06 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 118 788 | -43,70 | 10 754 | -43,03 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 6 521 | -0,81 | 590 | -3,12 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 172 281 | -2,57 | 15 597 | -1,40 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 1 544 708 | -96,69 | 139 842 | -96,66 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 119 858 | -4,59 | 10 851 | -3,45 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 101 553 | -15,39 | 9 194 | -14,38 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 363 471 | -26,07 | 32 905 | -25,19 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 15 271 | -1,52 | 1 382 | -0,36 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 5 433 | -5,56 | 492 | -4,47 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2 904 | -23,54 | 263 | -22,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12 993 | -7,77 | 1 176 | -6,67 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 22 524 | -17,65 | 2 039 | -16,64 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 32 120 | -54,40 | 2 908 | -53,86 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18 169 | -0,12 | 1 645 | 1,04 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 47 750 | -6,81 | 4 323 | -5,69 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1 190 974 | -5,54 | 107 819 | -4,41 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 2 810 | -45,79 | 254 | -45,14 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 319 962 | -3,89 | 28 966 | -2,74 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 11 498 | -4,05 | 1 041 | -2,89 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 31 211 | -1,37 | 2 826 | -0,18 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 7 518 | -18,53 | 681 | -17,58 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 291 913 | -13,97 | 26 427 | -12,94 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 3 735 | -34,13 | 358 | -31,61 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 13 630 | -0,40 | 1 234 | 0,74 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 86 780 | -0,11 | 7 856 | 1,09 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9 262 506 | -3,60 | 839 | -2,44 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 19 398 | -15,14 | 1 756 | -14,09 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 42 102 | -3,07 | 3 811 | -1,90 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 2 852 637 | -27,92 | 258 250 | -27,06 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 155 530 | -1,85 | 14 080 | -0,67 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 2 473 | -9,45 | 224 | -8,61 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 527 727 | -7,76 | 47 775 | -6,65 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 3 580 | -4,20 | 324 | -2,99 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 11 851 | -7,52 | 1 073 | -6,46 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 112 241 | -0,57 | 10 625 | -2,99 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 14 610 | -0,07 | 1 323 | 1,15 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 2 607 149 | -0,25 | 236 025 | 0,94 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 7 832 | -0,82 | 709 | 0,42 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 288 | -93,57 | 26 | -93,50 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2 809 | -55,69 | 254 | -55,20 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 123 205 | -43,56 | 11 154 | -42,89 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 9 031 | -14,04 | 818 | -12,99 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 5 407 | -2,82 | 489 | -1,61 | ||||
| 2026-04-20 | 13F | Emprise Bank | 2 215 | -6,26 | 201 | -5,21 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 13 668 | -0,78 | 1 237 | 0,41 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 5 264 | -1,50 | 477 | -0,42 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2 181 407 | -14,28 | 197 483 | -13,25 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 10 898 | -3,44 | 987 | -2,28 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 61 957 | -2,19 | 5 609 | -1,02 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 23 632 | -2,76 | 2 139 | -1,61 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 702 396 | -2,93 | 63 588 | -1,77 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 38 833 | -3,21 | 3 516 | -2,06 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 114 080 | -0,30 | 10 328 | 0,90 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 1 555 | -6,83 | 141 | -6,04 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 7 079 | -1,15 | 641 | 0,00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 37 132 | -4,57 | 3 362 | -3,45 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 416 | -48,39 | 38 | -48,61 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 19 578 | -4,20 | 1 772 | -3,06 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 247 324 | -5,66 | 22 390 | -4,53 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 18 327 | -0,08 | 1 659 | 1,16 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3 951 | -1,52 | 358 | -0,28 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 15 635 | -5,16 | 1 399 | -2,85 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 68 321 | -3,95 | 6 185 | -2,80 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 1 847 267 | -11,82 | 167 233 | -10,76 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 483 128 | -2,02 | 43 738 | -0,85 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 347 | -14,26 | 122 | -13,57 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8 017 | -16,30 | 726 | -15,30 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 23 | -32,35 | 2 | -33,33 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 3 356 | -4,58 | 304 | -3,50 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 44 507 | -17,93 | 4 029 | -16,94 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 4 833 | -10,42 | 438 | -9,34 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 61 649 | -12,99 | 5 581 | -11,94 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 85 950 | -1,67 | 7 781 | -0,50 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 113 | -99,91 | 10 | -99,92 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 12 561 | -0,70 | 1 137 | 0,53 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 51 195 | -7,16 | 4 635 | -6,06 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 5 734 | -1,07 | 519 | 0,19 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 23 112 | -1,07 | 2 124 | 1,63 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 486 786 | -0,46 | 44 069 | 0,73 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 90 | -40,00 | 8 | -38,46 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 32 282 | -0,78 | 2 922 | 0,41 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 165 030 | -25,74 | 14 940 | -24,85 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 18 816 | -5,67 | 1 703 | -4,54 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 33 525 | -12,80 | 3 035 | -11,78 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 40 367 | -1,35 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 5 876 | -2,39 | 532 | |||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 12 525 | -3,61 | 1 134 | -2,50 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 26 665 | -7,32 | 2 414 | -6,22 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 509 667 | -3,17 | 46 140 | -2,01 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 207 489 | -73,32 | 18 784 | -3,07 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 13 016 | -4,85 | 1 178 | -3,68 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 3 124 | -6,30 | 283 | -5,37 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3 492 404 | -22,57 | 320 987 | -21,23 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1 136 123 | -4,73 | 102 853 | -3,59 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 376 212 | -3,55 | 34 058 | -2,40 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 72 934 | -16,07 | 6 603 | -15,08 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 317 799 | -28,77 | 28 770 | -27,92 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 005 | -17,95 | 1 | |||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 333 882 | -14,93 | 30 226 | -13,91 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 4 680 | -3,53 | 424 | -2,31 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 6 996 | -41,26 | 633 | -40,56 | ||||
| 2026-05-15 | 13F | Chan Zuckerberg Initiative, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 70 855 | -1,23 | 6 414 | -0,05 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 168 | -88,60 | 15 | -88,55 | ||||
| 2026-05-01 | 13F | Avion Wealth | 74 897 | -6,63 | 7 | -14,29 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 7 048 | -24,59 | 638 | -23,68 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 282 384 | -2,11 | 25 564 | -0,94 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 50 783 | -1,90 | 4 597 | -0,71 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 13 853 | -1,99 | 1 254 | -0,79 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 3 590 | -30,26 | 325 | -29,35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3 927 | -66,09 | 355 | -65,87 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 731 705 | -8,12 | 66 241 | -7,02 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2 295 | -7,72 | 208 | -6,76 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 379 195 | -1,63 | 34 329 | -0,46 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 123 184 | -0,22 | 11 742 | 6,32 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 13 842 | -29,08 | 1 253 | -28,24 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 101 688 | -6,52 | 9 206 | -5,41 | ||||
| 2026-05-15 | 13F | RPTC Inc. | 311 497 | -1,60 | 28 200 | -0,43 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 111 972 | -0,42 | 10 137 | 0,77 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 10 971 | -1,94 | 993 | -0,70 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 838 033 | -2,16 | 75 | 0,00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 32 213 | -14,32 | 2 916 | -13,29 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 6 139 | -0,15 | 556 | 0,91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1 603 | -13,54 | 145 | -12,12 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 594 | -26,67 | 778 | -27,22 | ||||
| 2026-05-01 | 13F | SoundView Advisors Inc. | 62 582 | -2,33 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 222 | -48,13 | 20 | -47,37 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 292 154 | -2,20 | 26 449 | -1,03 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 273 506 | -12,46 | 24 761 | -11,41 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 3 246 | -1,67 | 294 | -0,68 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 66 534 | -0,77 | 6 023 | 0,42 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 5 085 | -4,31 | 460 | -3,16 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 10 543 | -8,80 | 954 | -7,74 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 3 229 | -58,49 | 292 | -57,99 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 184 609 | -1,15 | 16 713 | 0,03 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 4 150 | -0,50 | 376 | 0,54 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 29 015 | -3,45 | 2 627 | -2,31 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 37 127 | -0,65 | 3 361 | 0,54 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 6 510 | -28,03 | 589 | -27,19 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 342 689 | -0,70 | 31 024 | 0,49 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 228 306 | -27,66 | 20 669 | -26,79 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 13 195 103 | -3,61 | 1 194 553 | -2,45 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 333 156 | -7,65 | 30 161 | -6,54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 23 829 | -3,62 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 109 325 | -0,47 | 9 897 | 0,72 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 6 237 | -0,75 | 565 | 0,36 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 31 694 | -2,49 | 2 869 | -1,31 | ||||
| 2026-05-14 | 13F | Prudential Plc | 24 600 | -33,15 | 2 227 | -32,35 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 22 185 | -5,03 | 2 008 | -3,88 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 13 523 | -0,34 | 1 193 | -10,57 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 47 399 | -66,13 | 4 291 | -65,73 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 9 861 | -4,50 | 893 | -3,36 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 4 882 | -0,61 | 442 | 0,46 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 116 277 | -2,34 | 10 527 | -1,17 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 18 976 | -15,22 | 1 718 | -14,24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 4 878 | -19,52 | 442 | -18,63 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 6 372 | -2,64 | 577 | -1,54 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 141 189 | -38,84 | 12 782 | -38,11 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 61 631 | -8,67 | 5 579 | -7,57 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1 627 | -4,41 | 147 | -3,29 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 922 | -30,26 | 83 | -29,66 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 35 181 | -44,20 | 3 | -40,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 26 095 | -28,65 | 2 362 | -27,79 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 72 186 | -4,57 | 6 535 | -3,43 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 27 056 | -4,70 | 2 449 | -3,54 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 11 749 | -2,61 | 1 064 | -1,48 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 71 695 | -0,37 | 6 491 | -4,66 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 20 168 | -6,75 | 1 826 | -5,64 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 9 698 | -0,24 | 878 | 0,92 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 4 593 | -18,04 | 416 | -17,17 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 5 609 | -1,11 | 508 | 0,00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8 715 | -0,15 | 789 | 1,03 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4 646 | -12,12 | 421 | -11,21 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 238 | -14,39 | 22 | -12,50 | ||||
| 2026-04-23 | 13F | Simmons Bank | 9 127 | -18,30 | 826 | -17,32 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 113 195 | -1,90 | 10 248 | -0,74 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 36 697 | -0,67 | 3 322 | 0,54 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 70 | -62,57 | 6 | -62,50 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 27 608 | -11,11 | 2 500 | -10,04 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 36 998 | -1,46 | 3 349 | 2,17 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 222 771 | -0,71 | 20 167 | 0,47 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 113 280 | -22,78 | 10 255 | -21,85 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 22 114 | -0,23 | 2 002 | 0,96 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2 527 | -10,20 | 229 | -9,16 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 9 392 | -0,33 | 850 | 0,95 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 226 103 | -2,48 | 20 469 | -1,31 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 3 080 | -3,36 | 279 | -2,46 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 2 476 353 | -10,76 | 224 184 | -9,70 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 51 941 | -6,26 | 4 702 | -5,13 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 3 445 | -28,79 | 312 | -28,01 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 308 185 | -6,20 | 118 430 | -5,08 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 596 057 | -10,93 | 53 961 | -9,86 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 230 | -47,13 | 21 | -47,37 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 104 499 | -11,05 | 9 460 | -9,99 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 25 022 | -0,34 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4 294 | -2,34 | 389 | -1,27 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 13 383 | -12,95 | 1 212 | -11,93 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 69 590 | -4,40 | 6 300 | -3,26 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 103 738 | -30,72 | 9 391 | -29,89 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 69 429 | -2,16 | 6 285 | -0,99 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 4 375 | -0,09 | 396 | 1,28 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 14 948 | -0,18 | 1 353 | 1,05 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 312 | -4,29 | 28 | -3,45 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 13 829 | -9,06 | 1 252 | -8,01 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8 419 | -3,49 | 762 | -2,31 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6 939 | -3,57 | 669 | -4,43 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 005 | -44,32 | 91 | -44,10 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 385 291 | -10,68 | 35 412 | -8,24 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 4 548 | -7,95 | 412 | -7,01 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 8 390 | -4,90 | 760 | -8,22 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 9 291 | -24,81 | 841 | -23,89 | ||||
| 2026-05-27 | 13F | Wilshire Associates Inc | 41 854 | -10,69 | 3 789 | -9,61 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 3 097 | -11,84 | 280 | -10,83 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 30 566 | -3,53 | 2 767 | -2,36 | ||||
| 2026-02-17 | 13F | SummitTX Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 511 | -31,72 | 137 | -30,96 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 52 380 | -7,03 | 4 742 | -5,93 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 108 405 | -6,59 | 9 963 | -4,04 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 3 065 | -1,70 | 277 | -0,36 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 153 578 | -1,95 | 13 903 | -0,78 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 2 583 | -45,97 | 234 | -45,43 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2 231 | -0,80 | 202 | 0,50 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 23 952 | -5,43 | 2 168 | -4,28 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 118 985 | -0,06 | 10 772 | 1,14 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 10 923 | -1,35 | 989 | -0,20 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 35 387 | -7,08 | 3 204 | -5,99 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 351 699 | -6,22 | 31 839 | -5,10 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2 310 | -6,33 | 209 | -5,00 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 28 573 | -0,93 | 2 587 | 0,23 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 53 045 | -0,84 | 4 802 | 0,36 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 52 783 | -18,39 | 4 796 | -17,13 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 7 531 | -24,00 | 682 | -23,14 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 355 041 | -1,61 | 122 664 | -0,44 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 126 253 | -3,75 | 11 430 | -2,60 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 44 329 | -7,40 | 4 013 | -6,28 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 7 463 | -3,54 | 676 | -2,46 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 13 803 | -1,12 | 1 316 | 2,26 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 788 483 | -2,73 | 71 381 | -1,57 | ||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 78 778 | -1,19 | 7 132 | -0,01 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 2 866 | -98,88 | 259 | 1,17 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 41 748 | -20,94 | 3 779 | -19,99 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 16 001 | -7,69 | 1 449 | -6,58 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 60 903 | -1,36 | 5 514 | -0,18 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 7 198 | -36,14 | 652 | -35,42 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 55 442 | -7,16 | 5 028 | -5,90 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Davis R M Inc | 12 065 | -2,51 | 1 092 | -1,36 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 13 465 | -3,89 | 1 219 | -2,79 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 15 093 | -2,69 | 1 366 | -1,51 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 78 998 | -2,34 | 7 152 | -1,17 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 310 709 | -2,72 | 28 128 | -1,56 | ||||
| 2026-05-04 | 13F | Camden National Bank | 3 122 | -6,53 | 283 | -5,37 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 13 986 | -12,69 | 1 266 | -11,65 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 52 566 | -9,82 | 4 759 | -8,75 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16 135 | -10,40 | 1 461 | -9,32 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 8 731 | -8,08 | 790 | -6,95 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 30 494 | -3,16 | 2 761 | -2,02 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3 942 | -13,10 | 357 | -12,10 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 4 013 | -11,55 | 363 | -10,37 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 6 559 | -1,00 | 594 | 0,17 |
