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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 76 591 | -1,20 | 8 663 | -9,34 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 5 363 | -5,63 | 607 | -13,43 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 44 858 | -0,51 | 5 074 | -8,71 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 107 688 | -0,55 | 125 291 | -8,74 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 42 219 | -45,05 | 4 775 | -49,99 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9 592 | -35,58 | 1 085 | -40,93 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 194 676 | -2,01 | 22 020 | -10,09 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1 830 | -86,39 | 207 | -87,57 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 17 563 | -5,15 | 1 987 | -12,97 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3 565 694 | -2,72 | 403 312 | -10,74 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 42 106 | -14,69 | 4 763 | -21,72 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 1 981 | -0,90 | 224 | -8,94 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 28 485 | -1,18 | 3 222 | -9,32 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 2 126 | -3,41 | 240 | -11,44 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 331 826 | -0,93 | 37 533 | -9,09 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 15 857 | -2,14 | 1 794 | -10,22 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 3 289 | -0,72 | 372 | -8,82 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 4 878 | -1,05 | 552 | -9,23 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 308 124 | -2,74 | 34 852 | -10,75 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31 769 | -1,30 | 3 593 | -9,43 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 160 | -55,56 | 18 | -59,09 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4 634 | -3,16 | 524 | -11,04 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4 188 | -7,32 | 474 | -15,08 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1 545 | -5,39 | 175 | -13,43 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 2 380 | -22,32 | 269 | -28,65 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2 471 | -94,22 | 279 | -98,99 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43 169 | -34,02 | 4 883 | -39,46 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 156 870 | -0,49 | 17 744 | -8,69 | ||||
| 2026-04-22 | 13F | Vicus Capital | 4 861 | -18,54 | 550 | -25,31 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 9 706 | -0,02 | 1 098 | -8,28 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 28 719 | -81,50 | 3 248 | -83,02 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 9 716 | -0,59 | 1 099 | -8,80 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12 052 | -12,38 | 1 363 | -19,59 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 6 543 | -7,62 | 740 | -15,23 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7 884 | -10,18 | 947 | -12,57 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 576 341 | -38,61 | 65 190 | -43,67 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4 887 | -9,47 | 602 | -7,53 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 7 012 | -2,09 | 793 | -10,09 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 154 027 | -1,22 | 17 422 | -9,36 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 1 787 | -20,96 | 202 | -27,34 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3 162 | -13,75 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 23 503 | -3,78 | 2 658 | -11,69 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 106 404 | -0,39 | 12 035 | -8,60 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 8 113 | -7,62 | 918 | -15,25 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3 818 | -28,08 | 432 | -34,10 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 283 172 | -2,32 | 32 030 | -10,36 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 50 836 | -3,86 | 5 750 | -11,77 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 24 246 | -1,79 | 2 989 | 0,27 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3 713 | -8,05 | 420 | -15,69 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 718 | -20,06 | 194 | -26,52 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 19 040 | -1,53 | 2 154 | -9,65 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 17 172 | -7,37 | 2 117 | -5,41 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 112 722 | -0,43 | 12 750 | -8,64 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 26 666 | -13,74 | 3 016 | -20,84 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2 167 | -0,09 | 245 | -8,24 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 23 761 | -6,86 | 2 688 | -14,54 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4 191 | -2,33 | 474 | -10,23 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 6 726 | -0,62 | 761 | -8,87 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 77 078 | -0,62 | 8 718 | -8,81 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 7 197 | -10,52 | 814 | -17,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 81 105 | -0,01 | 9 174 | -8,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10 096 | -3,85 | 1 142 | -11,82 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 18 589 | -76,78 | 2 103 | -78,70 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 181 999 | -4,18 | 20 586 | -12,07 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 11 944 | -11,28 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 13 463 | -0,62 | 1 523 | -8,81 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 16 494 | -8,70 | 1 866 | -16,22 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 2 302 | -1,03 | 260 | -9,09 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 23 088 | -4,69 | 2 611 | -12,53 | ||||
| 2026-05-13 | 13F | Bank OZK | 4 268 | -0,26 | 483 | -8,54 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 35 457 | -1,79 | 4 011 | -9,87 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 33 053 | -0,70 | 3 739 | -8,87 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11 717 | -1,41 | 1 325 | -9,49 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 31 193 | -1,98 | 3 528 | -10,05 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 11 595 | -4,78 | 1 312 | -12,60 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 42 400 | -46,33 | 4 796 | -51,20 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 8 953 | -4,37 | 1 013 | -12,23 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 25 504 | -1,11 | 2 885 | -9,25 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4 700 | -4,90 | 579 | -2,85 | ||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1 900 | -5,00 | 215 | -13,01 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 3 751 | -2,14 | 424 | -10,17 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 471 760 | -0,14 | 53 361 | -8,36 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 230 137 | -1,87 | 26 031 | -9,96 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2 637 | -26,85 | 298 | -32,88 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7 212 | -4,30 | 816 | -12,18 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 34 223 | -2,57 | 3 871 | -10,60 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7 738 | -7,15 | 875 | -14,80 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 1 832 | -0,87 | 207 | -8,81 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 75 101 | -5,15 | 8 495 | -10,22 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 87 400 | -0,71 | 9 886 | -8,89 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 7 668 | -49,08 | 867 | -53,29 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 13 105 | -27,27 | 1 482 | -33,27 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 917 | -12,25 | 104 | -19,53 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 6 674 | -19,17 | 755 | -25,86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 43 401 | -1,54 | 4 909 | -9,64 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 20 229 | -8,45 | 2 288 | -15,98 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3 883 | -56,82 | 439 | -60,38 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 44 147 | -13,28 | 4 993 | -20,43 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 8 657 | -1,93 | 979 | -10,02 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1 102 | -87,94 | 125 | -88,99 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19 182 | -7,40 | 2 170 | -15,04 | ||||
| 2026-05-13 | 13F | Invst, LLC | 123 530 | -1,48 | 13 972 | -9,59 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 79 375 | -1,38 | 8 978 | -9,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 965 703 | -3,59 | 222 442 | -11,52 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4 172 | -16,09 | 472 | -23,04 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 314 676 | -0,97 | 37 490 | -4,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10 260 | -3,59 | 1 161 | -13,17 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 10 336 | -0,05 | 1 169 | -8,24 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 5 662 | -1,74 | 640 | -9,86 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 9 321 | -7,79 | 1 054 | -15,34 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 13 789 | -0,36 | 1 560 | -8,56 | ||||
| 2026-04-29 | 13F | Renasant Bank | 13 302 | -36,95 | 1 505 | -42,15 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 214 | -17,05 | 24 | -22,58 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 2 908 | -43,63 | 329 | -48,35 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 3 003 | -1,22 | 340 | -9,36 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 7 846 | -13,17 | 887 | -20,31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 227 585 | -1,17 | 25 742 | -9,30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 58 348 | -0,76 | 6 600 | -8,94 | ||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5 085 | -0,33 | 575 | -8,44 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 17 565 | -5,93 | 1 987 | -13,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 4 999 | -2,23 | 565 | -10,32 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 19 006 | -0,78 | 2 150 | -8,98 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 3 224 | -0,77 | 365 | -9,00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 15 995 | -4,81 | 1 972 | -2,81 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2 995 | -89,52 | 339 | -90,41 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 52 098 | -2,19 | 5 893 | -10,25 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1 955 | -3,55 | 221 | -11,24 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 36 406 | -1,18 | 4 118 | -9,34 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 3 008 | -4,17 | 340 | -11,92 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5 166 | -2,21 | 584 | -10,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 353 931 | -8,12 | 40 033 | -15,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 100 400 | -0,79 | 11 356 | -8,96 | |||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 6 890 | -8,55 | 779 | -16,06 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 17 200 | -80,80 | 1 945 | -82,39 | |||
| 2026-05-12 | 13F | Clark Wealth Partners | 6 183 | -2,40 | 699 | -10,38 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 25 239 | -0,01 | 2 855 | -8,26 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 2 649 | -54,30 | 300 | -58,12 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2 552 | -0,16 | 315 | 1,95 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 18 245 | -0,35 | 2 064 | -8,55 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 255 627 | -2,17 | 28 914 | -10,22 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 123 717 | -2,56 | 13 994 | -10,59 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 1 677 | -11,55 | 190 | -18,88 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4 517 | -16,58 | 511 | -23,54 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 113 394 | -8,50 | 12 826 | -16,04 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 566 951 | -0,60 | 64 128 | -8,78 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17 714 | -75,27 | 2 004 | -77,31 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 329 626 | -1,60 | 37 284 | -9,70 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 598 490 | -2,31 | 68 623 | -9,47 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25 277 | -15,70 | 2 859 | -22,65 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 3 243 | -0,86 | 367 | -9,18 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 9 291 | -0,27 | 1 051 | -8,54 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16 227 | -2,53 | 1 835 | -10,58 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 11 765 | -0,76 | 1 331 | -8,97 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 16 917 | -0,35 | 1 914 | -8,56 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 115 290 | -0,09 | 13 040 | -8,31 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 31 636 | -1,97 | 3 578 | -10,03 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6 018 | -1,47 | 681 | -9,57 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 9 588 | -9,10 | 1 084 | -16,62 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 2 850 | -5,00 | 322 | -12,74 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2 703 | -1,39 | 306 | -9,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15 688 | -3,52 | 2 | -50,00 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 67 254 | -6,17 | 7 607 | -13,89 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 28 034 | -7,66 | 3 171 | -15,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 30 213 | -7,06 | 3 417 | -14,70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32 903 | -3,75 | 3 722 | -11,68 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28 825 | -1,17 | 3 260 | -9,32 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 153 137 | -0,24 | 17 321 | -8,45 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 85 326 | -1,37 | 9 651 | -9,52 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 50 761 | -3,62 | 5 742 | 95 583,33 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3 642 | -1,09 | 412 | -9,27 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3 927 | -3,23 | 444 | -11,20 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 9 212 | -9,88 | 1 042 | -17,30 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | MWA Asset Management | 4 290 | -2,81 | 485 | -10,85 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 4 209 | -0,47 | 476 | -8,64 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17 554 | -30,74 | 1 986 | -36,44 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 3 118 | -11,95 | 353 | -19,27 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 11 847 | -0,85 | 1 340 | -8,97 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 896 757 | -5,88 | 110 534 | -3,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 275 902 | -0,01 | 31 207 | -8,24 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 24 823 | -11,08 | 2 807 | 93 433,33 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 221 923 | -11,71 | 25 102 | -18,98 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 265 827 | -2,66 | 30 068 | -10,67 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 73 070 | -61,52 | 8 265 | -64,69 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 4 325 | -16,39 | 489 | -23,23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 26 776 | -23,44 | 3 029 | -29,74 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 328 | -7,87 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 111 071 | -0,84 | 13 | -7,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 203 024 | -58,38 | 22 964 | -61,81 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 24 145 | -74,12 | 2 731 | -76,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10 819 | -7,09 | 1 224 | -14,77 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 90 387 | -1,14 | 10 224 | -9,28 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4 463 | -2,49 | 505 | -10,64 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 33 068 | -2,71 | 3 740 | -10,72 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10 499 | -50,38 | 1 188 | -54,92 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 29 113 | -0,04 | 3 293 | -8,25 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2 024 | -27,89 | 229 | -33,91 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4 983 | -23,20 | 564 | -29,54 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 30 549 | -6,64 | 3 455 | -14,33 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1 496 | -11,90 | 169 | -19,14 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 167 625 | -2,84 | 21 510 | 1,15 | ||||
| 2026-05-01 | 13F | United Bank | 45 186 | -5,08 | 5 111 | -12,90 | ||||
| 2026-05-08 | 13F | Bokf, Na | 303 712 | -21,64 | 34 353 | -28,09 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 7 324 | -5,98 | 828 | -13,75 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5 846 | -1,43 | 661 | -9,58 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7 119 | -8,11 | 805 | -15,62 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 8 461 | -0,19 | 957 | -8,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6 887 | -12,25 | 779 | -19,54 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 81 811 | -6,81 | 9 254 | -12,69 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 1 944 | -9,71 | 220 | -17,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 410 209 | -2,34 | 46 399 | -11,03 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 35 788 | -1,01 | 4 048 | -9,16 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 6 690 | -8,23 | 757 | -15,81 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 24 588 | -22,44 | 3 | -33,33 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28 210 | -11,75 | 3 191 | -19,04 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7 622 | -6,95 | 862 | -14,57 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2 404 | -4,79 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 21 159 | -24,74 | 2 393 | -30,94 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 11 537 | -0,40 | 1 305 | -8,62 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 120 172 | -1,95 | 13 593 | -10,02 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595 640 | -3,09 | 67 373 | -11,07 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 67 756 | -2,97 | 7 664 | -10,97 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 567 | -45,28 | 279 | -51,73 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 963 042 | -0,64 | 108 930 | -8,83 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5 140 | -0,50 | 581 | -8,65 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 22 337 | -3,93 | 2 526 | -11,83 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9 934 | -4,26 | 1 124 | -12,13 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4 448 | -7,93 | 548 | -6,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1 860 | -4,52 | 210 | -12,86 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 9 354 | -4,65 | 1 058 | -12,49 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30 918 | -0,90 | 3 497 | -9,05 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 10 486 | -5,99 | 1 186 | -13,68 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 157 | -90,53 | 18 | -91,67 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 2 161 | -7,69 | 244 | -15,28 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 19 217 | -0,66 | 2 174 | -8,85 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 88 922 | -10,58 | 10 058 | -17,95 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7 697 | -22,35 | 871 | -28,75 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 5 680 | -10,10 | 642 | -17,48 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10 401 | -36,36 | 1 176 | -41,61 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7 564 | -16,12 | 856 | -23,04 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3 851 | -9,41 | 436 | -16,83 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5 417 | -36,29 | 613 | -41,55 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 18 701 | -4,35 | 2 115 | -12,20 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 4 613 | -0,24 | 522 | -8,44 | ||||
| 2026-05-01 | 13F | American Trust | 19 079 | -9,60 | 2 158 | -17,07 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 256 | -93,80 | 29 | -94,49 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 32 254 | -0,87 | 3 648 | -9,03 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 2 028 | -95,52 | 250 | -95,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 394 | -23,56 | 271 | -30,05 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9 551 | -23,12 | 1 080 | -29,46 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7 759 | -11,61 | 878 | -18,95 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 4 338 | -0,18 | 491 | -8,41 | ||||
| 2026-05-11 | 13F | United Bank | 76 206 | -35,10 | 8 620 | -40,45 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3 540 | -1,80 | 400 | -9,91 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6 422 | -10,98 | 726 | -18,34 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4 414 | -35,93 | 499 | -41,22 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37 826 | -0,42 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18 893 | -3,29 | 2 137 | -11,25 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 13 903 | -12,38 | 1 573 | -19,59 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3 552 | -14,74 | 402 | -21,83 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 29 984 | -1,22 | 3 392 | -9,36 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 845 298 | -6,09 | 95 612 | -13,83 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 116 736 | -2,55 | 13 | -7,14 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8 555 | -3,91 | 968 | -11,85 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 34 145 | -34,26 | 3 759 | -41,28 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3 653 783 | -1,21 | 413 279 | -9,35 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11 274 | -0,06 | 1 275 | -8,27 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 236 643 | -5,71 | 252 987 | -13,47 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 179 696 | -13,27 | 20 325 | -20,42 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 55 941 | -24,82 | 6 327 | -31,51 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 27 184 | -3,78 | 3 075 | -11,72 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 20 610 | -29,17 | 2 331 | -35,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 516 567 | -1,29 | 58 429 | -9,42 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2 576 | -3,74 | 295 | -10,33 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7 152 | -0,10 | 809 | -8,39 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3 478 | -49,90 | 393 | -54,04 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6 410 | -1,10 | 790 | 1,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 20 113 | -1,83 | 2 275 | -9,94 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 22 494 | -0,60 | 2 544 | -8,78 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 53 025 | -54,58 | 5 998 | -58,33 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 97 159 | -6,42 | 10 990 | -14,13 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 354 513 | -1,89 | 40 099 | -9,97 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 325 789 | -6,90 | 36 850 | -14,57 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 30 445 | -2,75 | 3 444 | -10,76 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2 374 | -9,39 | 268 | -16,77 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1 414 | -10,96 | 160 | -18,46 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 4 350 | -1,47 | 492 | -10,38 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 422 113 | -2,90 | 47 745 | -10,89 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 16 162 | -0,74 | 1 828 | -8,87 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 5 924 | -0,17 | 670 | -8,34 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6 653 | -4,36 | 753 | -12,25 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 18 612 | -2,88 | 2 105 | -10,88 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 7 192 | -13,58 | 813 | -20,68 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 27 829 | -1,44 | 3 148 | -9,57 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 12 827 | -1,82 | 1 451 | -9,94 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 104 975 | -6,12 | 11 412 | -17,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 55 806 | -0,93 | 6 312 | -9,09 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1 742 | -22,54 | 197 | -28,88 | ||||
| 2026-05-07 | 13F | First National Trust Co | 10 257 | -2,03 | 1 160 | -10,08 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 9 813 | -1,66 | 1 130 | -8,21 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2 086 | -96,41 | 236 | -96,72 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 76 | -15,56 | 9 | -27,27 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 176 208 | -8,52 | 19 931 | -16,05 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 143 743 | -2,26 | 16 259 | -10,31 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 67 590 | -8,70 | 7 645 | -16,22 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 9 734 | -0,92 | 1 101 | -9,01 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 8 123 | -1,68 | 919 | -9,82 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10 355 | -9,46 | 1 171 | -15,14 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 59 574 | -64,65 | 6 738 | -67,56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 80 275 | -0,25 | 9 080 | -8,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 332 587 | -13,96 | 38 118 | -19,99 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 3 335 976 | -8,48 | 377 332 | -16,02 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1 937 | -4,72 | 219 | -12,40 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 890 879 | -10,65 | 440 097 | -18,01 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32 845 | -0,34 | 3 764 | -7,34 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2 366 | -1,05 | 268 | -9,18 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2 950 | -1,63 | 334 | -9,76 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 499 | -8,57 | 396 | -16,14 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 11 067 | -3,50 | 1 252 | -11,46 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 26 061 | -2,07 | 2 948 | -10,15 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8 914 | -14,21 | 1 008 | -21,25 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 36 890 | -10,65 | 4 173 | -18,02 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 14 574 | -16,68 | 1 648 | -23,56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6 121 | -4,42 | 692 | -12,29 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 3 323 | -68,09 | 376 | -70,77 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 29 041 | -94,46 | 3 285 | -94,92 | ||||
| 2026-05-15 | 13F | Family Management Corp | 4 750 | -6,02 | 537 | -13,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 232 | -0,40 | 252 | -8,70 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 283 277 | -10,58 | 32 041 | -17,94 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 41 437 | -5,50 | 4 687 | -13,29 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 6 754 | -3,24 | 764 | -11,28 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 623 | -1,83 | 297 | -10,03 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2 177 | -26,03 | 246 | -32,04 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 135 861 | -13,03 | 15 367 | -20,19 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5 087 | -1,83 | 575 | -9,87 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11 971 | -0,47 | 1 354 | -8,64 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 27 196 | -23,11 | 3 076 | -29,43 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 526 | -21,94 | 399 | -28,42 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 14 706 | -7,58 | 1 663 | -15,20 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 10 802 | -0,39 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 5 812 | -36,22 | 657 | -41,50 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 178 395 | -1,06 | 21 989 | 1,02 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 128 326 | -0,28 | 14 515 | -8,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 653 492 | -2,56 | 187 026 | -10,59 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 2 798 | -5,60 | 317 | -13,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 220 703 | -0,43 | 24 964 | -8,63 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 239 | -98,64 | 27 | -98,75 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 20 234 | -8,30 | 2 289 | -15,85 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2 694 953 | -0,38 | 304 826 | -8,59 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 8 810 | -2,81 | 997 | -10,83 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 24 597 | -0,17 | 2 782 | -8,40 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 28 678 | -1,20 | 3 244 | -9,34 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 200 | -4,69 | 136 | -12,90 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 4 610 | -1,03 | 522 | -9,23 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 16 389 | -0,50 | 1 854 | -8,72 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 5 527 | -78,74 | 625 | -80,49 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 90 740 | -17,33 | 10 264 | -24,08 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21 071 | -12,42 | 2 414 | -18,58 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 137 939 | -1,73 | 15 602 | -9,82 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4 977 | -0,50 | 563 | -8,77 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 31 988 | -0,17 | 3 618 | -8,38 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 978 | -4,51 | 450 | -12,48 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17 062 | -27,91 | 1 929 | -33,85 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 50 567 | -1,88 | 5 720 | -9,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 432 346 | -0,38 | 48 903 | -8,58 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 6 111 | -0,07 | 803 | 6,64 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2 352 | -3,45 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 294 047 | -3,67 | 33 260 | -11,60 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1 369 | -13,57 | 169 | -12,04 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 805 | -82,08 | 91 | -83,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 988 | -93,58 | 451 | -94,11 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3 373 | -0,88 | 381 | -9,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22 146 | -1,56 | 2 505 | -9,67 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2 341 | -9,26 | 265 | -16,98 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 5 878 | -11,89 | 665 | -19,22 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 46 485 | -0,02 | 5 258 | -8,27 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 862 | -0,87 | 2 020 | -9,01 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 118 008 | -7,37 | 13 348 | -15,00 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64 836 | -5,49 | 7 787 | -7,98 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 15 521 | -0,28 | 1 756 | -8,50 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3 572 | -79,83 | 404 | -81,49 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 52 649 | -2,69 | 5 955 | -11,86 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 49 504 | -0,75 | 5 599 | -8,91 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 24 728 | -0,26 | 2 797 | -8,48 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 4 700 | -5,05 | 532 | -12,95 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 20 676 | -2,44 | 2 338 | -10,49 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 40 454 780 | -0,63 | 4 397 839 | -12,36 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6 066 | -49,02 | 686 | -53,21 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 335 | -13,66 | 38 | -21,28 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 64 | -8,57 | 7 | -12,50 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 4 659 | -7,91 | 527 | -15,57 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 364 | -4,32 | 381 | -12,24 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 1 970 | -1,35 | 223 | -9,76 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 59 697 | -10,59 | 6 752 | -17,96 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 61 341 | -7,19 | 6 938 | -14,83 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5 493 | -9,30 | 621 | -16,76 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2 380 | -0,92 | 269 | -9,12 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 60 442 | -1,30 | 6 837 | -9,43 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Financially Speaking Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 17 077 | -76,92 | 1 932 | -78,83 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 8 185 | -2,96 | 926 | -10,97 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 16 412 | -2,41 | 1 856 | -10,42 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 3 528 | -11,98 | 399 | -19,23 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 7 589 | -2,29 | 858 | -10,34 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 28 559 | -0,77 | 3 230 | -8,94 | ||||
| 2026-04-24 | 13F | Bayban | 2 206 | -3,58 | 250 | -11,70 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 6 412 | -7,77 | 1 | |||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 707 760 | -3,88 | 80 055 | -11,80 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 15 464 | -0,95 | 1 749 | -9,10 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 41 622 | -1,13 | 4 708 | -9,29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 6 088 | -0,39 | 689 | -9,47 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 16 633 | -1,96 | 1 881 | -10,04 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 23 194 | -1,43 | 2 859 | 0,63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10 620 | -0,89 | 1 201 | 120 000,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3 216 | -4,06 | 364 | -12,11 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4 588 | -4,22 | 519 | -12,20 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 233 437 | -9,25 | 26 404 | -16,72 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 13 880 | -21,08 | 1 570 | -28,49 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 503 | -2,99 | 509 | -11,01 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 145 183 | -2,72 | 16 422 | -10,73 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 27 087 | -3,26 | 3 104 | -10,06 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 2 067 | -14,30 | 234 | -21,55 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6 696 | -1,38 | 757 | -9,45 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 26 964 | -0,03 | 3 324 | 2,09 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 7 377 | -8,10 | 834 | -15,67 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 23 901 | -8,34 | 3 | -33,33 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 2 600 | -90,85 | 294 | -91,60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5 390 020 | -0,74 | 609 665 | -8,92 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15 506 | -1,90 | 1 754 | -10,01 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 614 290 | -0,84 | 69 482 | -9,00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 39 811 | -1,04 | 4 503 | -9,18 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 13 744 | -0,56 | 1 555 | -8,75 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 31 400 | -25,10 | 3 552 | -31,28 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 658 | -0,41 | 414 | -8,63 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 16 787 | -5,48 | 1 899 | -13,29 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 4 637 | -50,16 | 1 052 | -8,20 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 48 972 | -0,86 | 5 539 | -9,02 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 27 608 | -0,06 | 3 123 | -8,31 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 7 143 | -1,34 | 891 | 0,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 29 843 | -4,86 | 3 376 | -12,70 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9 576 | -3,25 | 1 083 | -11,23 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20 286 | -5,44 | 2 336 | -12,55 | ||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 53 700 | -0,15 | 6 074 | -8,36 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 38 973 | -1,92 | 4 408 | -9,99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 225 227 | -1,76 | 25 475 | -9,85 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 78 441 | -1,56 | 8 872 | -9,67 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 32 534 | -1,62 | 4 010 | 0,45 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3 793 | -6,99 | 429 | -14,74 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 4 638 | -0,51 | 525 | -8,71 | ||||
| 2026-04-07 | 13F | Eastern Bank | 28 438 | -18,80 | 3 217 | -25,49 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 39 275 | -34,27 | 4 442 | -39,68 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2 435 | -31,10 | 275 | -36,78 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14 405 | -0,99 | 1 629 | -9,15 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 68 643 | -51,69 | 7 764 | -55,67 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 12 258 | -2,56 | 1 387 | -10,58 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1 258 | -41,30 | 142 | -46,21 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 34 750 | -1,55 | 3 931 | -9,66 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4 227 | -48,54 | 478 | -52,77 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 11 971 | -50,27 | 1 373 | -53,74 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Charter Trust Co | 4 316 | -17,63 | 488 | -24,34 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 33 442 | -1,64 | 3 783 | -9,74 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 117 222 | -6,21 | 14 449 | -6,21 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 33 964 | -9,54 | 3 842 | -16,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12 903 | -1,22 | 1 459 | -9,38 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 29 511 | -0,75 | 3 338 | -8,92 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 33 607 | -0,20 | 3 801 | -8,41 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 255 | -10,53 | 29 | -20,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 6 206 | -8,21 | 702 | -15,73 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 11 391 | -8,26 | 1 288 | -15,82 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 23 641 | -2,96 | 2 674 | -10,93 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 112 723 | -20,42 | 12 750 | -26,97 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 7 124 | -9,49 | 806 | -17,01 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1 840 | -9,80 | 208 | -17,13 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 113 101 | -1,40 | 12 793 | -9,52 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 16 531 | -0,04 | 1 870 | -8,29 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4 800 | -1,30 | 543 | -9,52 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 88 666 | -0,32 | 10 029 | -8,54 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 10 170 | -0,48 | 1 150 | -8,66 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 17 913 | -0,14 | 2 026 | -8,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 158 675 | -6,54 | 17 948 | -14,24 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 372 247 | -0,45 | 42 105 | -8,65 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45 591 | -2,45 | 4 956 | -14,58 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 57 190 | -5,70 | 6 469 | -13,47 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 26 438 | -8,43 | 2 990 | -15,96 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3 124 | -2,89 | 353 | -10,86 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 135 | -10,00 | 15 | -16,67 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 3 426 | -3,98 | 388 | -11,85 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 692 | -30,17 | 5 734 | -35,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 55 738 | -3,20 | 6 305 | -11,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 32 524 | -4,32 | 3 679 | -12,20 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1 114 | -33,05 | 126 | -38,54 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Berkeley, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 70 185 | -5,08 | 7 630 | -16,28 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 57 040 | -7,25 | 6 452 | -14,89 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 16 390 | -0,07 | 1 854 | -8,31 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 501 583 | -3,26 | 56 734 | -11,23 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 48 590 | -5,75 | 5 496 | -13,52 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 59 991 | -48,82 | 6 786 | -53,04 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6 476 | -0,66 | 732 | -8,84 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81 311 | -22,72 | 10 434 | -19,55 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 5 675 | -82,45 | 642 | -83,92 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 9 256 | -10,14 | 1 047 | -17,57 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 14 494 | -7,37 | 1 639 | -14,99 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8 578 646 | -1,26 | 970 331 | -9,39 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 146 091 | -1,60 | 16 524 | -11,03 | ||||
| 2026-04-30 | 13F | Conning Inc. | 61 779 | -22,87 | 6 988 | -29,23 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 11 534 | -0,11 | 1 305 | -8,36 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 4 565 | -5,55 | 516 | -13,28 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3 927 | -55,86 | 444 | -59,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 343 155 | -26,73 | 38 814 | -32,77 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 66 443 | -1,51 | 7 515 | -9,61 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 265 668 | -5,29 | 30 050 | -13,09 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 212 300 | -0,18 | 24 013 | -8,40 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18 422 | -5,37 | 2 084 | -13,17 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 2 435 | -47,35 | 275 | -51,75 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 29 691 | -1,46 | 3 358 | -9,56 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 13 750 | -7,09 | 1 555 | -14,75 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15 450 | -5,98 | 1 748 | -13,73 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30 324 | -9,75 | 3 430 | -17,19 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 3 043 | -8,21 | 344 | -15,69 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 52 198 | -4,29 | 5 904 | -12,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 257 450 | -51,51 | 29 120 | -55,50 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 9 314 | -0,31 | 1 053 | -8,51 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 936 | -1,16 | 106 | -9,48 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 14 615 | -36,59 | 1 653 | -41,80 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 27 960 | -4,84 | 3 163 | -12,68 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9 099 | -74,67 | 1 029 | -76,76 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 91 318 | -2,59 | 10 329 | -10,61 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 51 825 | -1,37 | 5 862 | -9,50 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 21 823 | -3,39 | 2 468 | -11,35 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 567 | -1,56 | 64 | -9,86 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 2 342 | -28,51 | 265 | -34,49 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 87 577 | -0,78 | 9 906 | -8,95 | ||||
| 2026-04-15 | 13F | City Holding Co | 7 415 | -5,70 | 839 | -13,52 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 5 146 | -94,52 | 582 | -94,97 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 53 321 | -7,47 | 6 031 | -15,08 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 36 994 | -35,46 | 4 806 | -32,84 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4 136 | -4,70 | 468 | -12,55 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 66 513 | -0,58 | 7 523 | -8,76 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 12 369 | -4,99 | 1 399 | -12,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72 481 | -1,99 | 8 198 | -10,06 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 4 872 | -3,94 | 551 | -11,84 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 201 | -2,16 | 1 154 | -10,27 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 38 615 | -49,82 | 4 368 | -53,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 350 382 | -15,99 | 39 632 | -22,90 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8 919 | -4,69 | 1 009 | -12,58 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13 751 | -4,12 | 1 555 | -12,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25 594 | -0,99 | 2 895 | -9,17 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 186 | -88,48 | 23 | -88,66 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1 856 | -19,51 | 231 | -18,95 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 22 440 | -3,03 | 3 047 | 8,59 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32 393 | -2,58 | 3 664 | -10,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14 654 | -0,95 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2 558 | -18,92 | 289 | -25,52 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7 986 | -9,53 | 903 | -17,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 745 | -0,47 | 310 | -8,55 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 86 772 | -11,07 | 9 815 | -18,39 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 207 466 | -4,10 | 23 466 | -12,00 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 11 903 | -24,80 | 1 346 | -30,97 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 33 549 | -8,37 | 3 795 | -15,91 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 5 092 | -20,00 | 576 | -26,66 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19 670 | -0,15 | 2 225 | -8,40 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 7 982 | -2,03 | 903 | -10,16 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 6 766 | -53,42 | 765 | -57,26 | ||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 38 500 | -4,96 | 4 355 | -13,53 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 98 028 | -1,00 | 11 088 | -9,15 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 81 397 | -0,46 | 9 207 | -8,66 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 502 832 | -20,21 | 56 875 | -26,78 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 104 126 | -0,59 | 11 778 | -9,16 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3 287 | -0,75 | 372 | -9,07 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 12 626 | -1,24 | 1 428 | -9,33 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 40 270 | -71,64 | 4 555 | -74,17 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 71 882 | -10,98 | 8 131 | -18,31 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 15 593 | -15,70 | 1 764 | -21,36 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 6 175 | -0,71 | 698 | -8,88 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 593 468 | -0,84 | 67 127 | -9,00 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3 762 | -5,29 | 426 | -13,09 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 11 693 | -4,98 | 1 323 | -12,80 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2 105 | -3,66 | 238 | -11,52 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2 319 | -41,65 | 262 | -46,42 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 147 235 | -10,57 | 16 654 | -17,93 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 31 532 | -68,17 | 2 663 | -78,20 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 15 572 | -44,65 | 1 761 | -49,21 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 385 | -53,89 | 44 | -57,84 | ||||
| 2026-05-13 | 13F | Barr E S & Co | 2 620 | -6,03 | 296 | -13,70 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 25 288 | -5,06 | 2 860 | -12,88 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 225 632 | -18,24 | 25 521 | -24,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 239 108 | -1,41 | 27 046 | -9,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 166 649 | -6,73 | 18 850 | -14,42 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 2 169 | -0,69 | 245 | -8,92 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 18 549 | -0,54 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 636 384 | -3,13 | 71 981 | -11,10 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 12 833 | -54,20 | 1 452 | -57,98 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 1 805 | -0,06 | 204 | -8,11 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bedminster, LLC | 5 757 | -25,58 | 651 | -31,69 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 31 546 | -0,02 | 3 568 | -9,12 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 5 025 | -0,20 | 568 | -8,39 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 49 984 | -0,26 | 5 654 | -8,47 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 4 043 | -3,58 | 457 | -11,43 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14 322 | -54,46 | 2 | -66,67 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 47 143 | -4,45 | 5 332 | -12,95 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35 738 | -53,63 | 4 | -55,56 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 67 388 | -0,68 | 7 622 | -8,85 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 23 913 | -10,19 | 2 705 | -17,59 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 20 500 | -3,21 | 2 319 | -11,19 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 37 556 | -12,62 | 4 216 | -20,41 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 3 914 423 | -3,36 | 442 760 | -11,32 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 27 908 | -1,73 | 3 157 | -9,83 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1 888 | -1,72 | 214 | -9,75 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 76 938 | -13,38 | 8 702 | -20,52 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 271 722 | -0,66 | 30 734 | -8,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 388 544 | -5,92 | 43 948 | -13,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1 214 | -23,16 | 137 | -29,38 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 7 819 | -70,43 | 884 | -72,87 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 38 201 | -1,21 | 4 321 | -9,36 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 3 309 | -1,69 | 374 | -9,66 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 40 790 | -2,83 | 4 614 | -10,84 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -99,98 | 2 | -99,99 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5 984 | -4,77 | 677 | -12,66 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 14 085 | -0,01 | 1 593 | -8,24 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 9 390 | -0,63 | 1 062 | -8,76 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 27 280 | -3,01 | 3 086 | -11,02 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 48 316 | -1,17 | 5 465 | -9,33 | ||||
| 2026-05-14 | 13F | Prudential Plc | 5 600 | -68,18 | 633 | -70,82 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 3 739 | -3,46 | 423 | -11,53 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 6 127 | -1,62 | 693 | -9,65 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4 530 | -9,62 | 547 | -12,50 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 17 343 | -1,47 | 1 962 | -9,59 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 8 692 | -23,20 | 1 072 | -23,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 145 | -3,90 | 243 | -12,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 5 072 | -8,89 | 689 | 0,29 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 612 | -5,90 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 12 361 | -1,14 | 1 398 | -9,28 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6 371 | -2,60 | 721 | -10,67 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7 633 | -13,25 | 941 | -11,49 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 168 957 | -1,54 | 19 111 | -9,65 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 6 654 | -4,74 | 753 | -12,66 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 3 330 | -1,45 | 377 | -9,62 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6 362 | -3,52 | 720 | -11,45 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12 130 | -15,66 | 1 372 | -22,57 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6 785 | -3,94 | 767 | -11,84 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 25 530 | -0,39 | 2 888 | -8,61 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 485 | -40,49 | 55 | -46,00 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 83 950 | -65,22 | 10 348 | -64,49 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4 426 | -1,78 | 501 | -9,91 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21 352 | -0,33 | 2 415 | -8,52 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 17 632 | -0,06 | 1 994 | -8,28 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 279 672 | -6,63 | 31 634 | -14,32 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 7 798 | -5,24 | 882 | -13,02 | ||||
| 2026-04-29 | 13F | Burney Co/ | 2 714 | -39,23 | 307 | -44,18 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 49 | -86,00 | 6 | -16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 48 017 | -4,06 | 5 431 | -11,96 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 2 342 | -52,73 | 265 | -56,72 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 90 641 | -74,13 | 10 252 | -76,26 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6 714 | -75,07 | 800 | -75,88 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5 610 | -2,01 | 635 | -10,07 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 296 | -2,96 | 260 | -11,00 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4 810 | -7,50 | 544 | -15,00 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2 886 | -25,96 | 326 | -32,08 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 25 906 | -6,51 | 2 930 | -14,20 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 184 580 | -1,22 | 22 751 | 0,86 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 743 | -2,37 | 84 | -9,68 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 261 997 | -1,50 | 29 635 | -9,61 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 16 890 | -1,37 | 1 910 | -9,48 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 26 557 | -54,47 | 3 004 | -58,22 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12 082 | -7,68 | 1 658 | 11,05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13 246 | -13,93 | 1 710 | -10,05 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 3 627 | -2,53 | 410 | -10,48 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 17 969 | -17,03 | 2 033 | -23,87 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2 323 | -25,64 | 263 | -31,95 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 6 269 | -74,34 | 709 | -76,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 8 574 | -45,14 | 970 | -49,69 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 41 085 | -3,70 | 4 647 | -11,62 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 2 149 | -2,01 | 243 | -10,00 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3 509 | -2,45 | 397 | -10,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3 800 | -86,90 | 430 | -88,00 | |||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 11 292 | -0,23 | 1 277 | -8,46 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 44 478 | -0,67 | 5 482 | 1,42 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 28 400 | -24,87 | 3 212 | -31,06 | |||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 117 897 | -0,78 | 13 335 | -8,95 | ||||
| 2026-04-23 | 13F | Simmons Bank | 12 956 | -2,20 | 1 465 | -10,23 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 40 276 | -9,14 | 5 | -20,00 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2 177 | -32,18 | 246 | -37,72 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 11 576 | -34,69 | 1 309 | -40,09 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7 929 | -2,90 | 897 | -10,93 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 92 901 | -2,50 | 10 508 | -10,52 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 11 261 | -1,49 | 1 297 | -9,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2 082 | -6,89 | 235 | -14,55 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 42 868 | -16,22 | 4 849 | -23,13 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 5 872 | -1,36 | 664 | -9,41 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2 960 | -6,36 | 335 | -14,14 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 20 142 | -0,60 | 2 278 | -8,77 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 44 172 | -1,83 | 4 996 | -9,90 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15 685 | -0,73 | 1 774 | -8,89 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 4 816 | -1,85 | 545 | -9,93 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 104 606 | -2,33 | 11 833 | -10,37 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3 232 | -0,31 | 366 | -8,52 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50 586 | -3,75 | 5 722 | -11,69 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | ARS Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 46 354 | -3,70 | 5 243 | -11,63 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 288 548 | -6,89 | 32 638 | -14,56 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 774 | -7,64 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10 774 | -12,41 | 1 367 | -9,89 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2 360 | -5,18 | 267 | -13,07 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 187 266 | -0,44 | 21 188 | -8,64 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 85 215 | -2,37 | 9 639 | -10,41 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 1 800 | -35,71 | 204 | -41,16 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 196 133 | -1,76 | 22 185 | -9,85 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 21 020 | -14,47 | 2 378 | -21,53 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19 029 | -4,92 | 2 152 | -12,73 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 47 411 | -1,80 | 5 363 | -9,90 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 592 856 | -27,36 | 67 947 | -32,46 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 13 822 | -0,23 | 1 563 | -8,44 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 22 097 | -2,75 | 2 499 | -10,75 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 60 851 | -2,78 | 6 883 | -10,79 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2 709 | -8,23 | 306 | -15,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | -96,62 | 2 | -97,37 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 9 255 | -1,43 | 1 047 | -9,59 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4 838 | -2,97 | 547 | -10,91 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 13 906 | -0,40 | 1 573 | -8,60 | ||||
| 2026-05-06 | 13F | Anb Bank | 2 088 | -3,20 | 236 | -10,94 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 4 200 | -4,55 | 475 | -12,36 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 15 632 | -5,39 | 1 768 | -13,16 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 39 887 | -80,39 | 4 512 | -82,01 | ||||
| 2026-05-15 | 13F | FIL Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4 005 | -13,41 | 453 | -20,53 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 217 868 | -6,01 | 24 643 | -13,75 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 23 202 | -2,72 | 2 860 | -0,69 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 8 364 | -18,81 | 1 009 | -21,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 6 697 | -0,48 | 757 | -8,69 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 79 408 | -0,70 | 8 982 | -8,88 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 8 351 | -1,87 | 945 | -9,92 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 2 328 | -5,63 | 263 | -13,49 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 90 806 | -11,82 | 10 271 | -19,08 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 4 129 | -1,03 | 467 | -9,34 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 1 779 | -31,05 | 201 | -36,79 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 010 148 | -5,83 | 906 027 | -13,59 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 266 271 | -8,61 | 30 118 | -16,14 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 39 253 | -62,57 | 4 440 | -65,66 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 75 875 | -31,77 | 8 582 | -37,39 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4 820 | -1,23 | 546 | -9,32 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 7 063 | -2,53 | 799 | -10,64 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 8 990 | -12,33 | 1 017 | -19,56 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 226 391 | -4,75 | 25 607 | -12,59 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 5 857 | -25,63 | 662 | -31,75 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 2 263 | -3,62 | 256 | -11,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23 807 | -6,93 | 2 693 | -14,62 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 3 237 | -99,19 | 366 | -8,04 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17 823 | -4,05 | 2 016 | -11,97 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2 796 | -1,93 | 316 | -9,97 | ||||
| 2026-05-06 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 10 865 | -93,19 | 1 229 | -93,75 |
