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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 311 168 | -32,15 | 39 867 | -36,52 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2 099 | -30,36 | 269 | -34,95 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 14 160 | -0,01 | 1 814 | -6,45 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 755 617 | -13,91 | 96 809 | -19,45 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 2 056 | -9,19 | 263 | -15,16 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4 220 | -0,35 | 541 | -6,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 162 277 | -13,62 | 20 791 | -19,19 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 173 669 | -1,36 | 22 250 | -7,71 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 10 608 | -6,77 | 1 359 | -12,77 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 1 176 536 | -0,23 | 150 738 | -6,66 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 283 | -7,23 | 164 | -13,23 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3 819 | -14,93 | 489 | -20,36 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33 981 | -51,85 | 4 | -55,56 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 19 190 | -15,24 | 2 459 | -20,71 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 25 472 | -16,01 | 3 263 | -21,45 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 6 008 | -46,56 | 770 | -50,03 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 96 448 | -2,97 | 12 357 | -9,22 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 2 661 | -5,34 | 341 | -11,46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 5 290 | -0,38 | 678 | -6,88 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5 852 | -0,41 | 750 | -6,84 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 4 011 | -2,57 | 1 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 69 | -94,58 | 9 | -95,03 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 606 784 | -1,85 | 75 011 | -11,40 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 870 | -1,01 | 240 | -7,36 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 724 | -4,74 | 93 | -11,54 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 258 | -14,85 | 33 | -19,51 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 015 | -1,52 | 274 | -2,50 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 658 | -0,48 | 1 237 | -6,92 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 6 987 | -67,93 | 895 | -70,00 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 4 171 | -0,50 | 534 | -6,97 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 1 436 | -57,51 | 184 | -60,39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9 917 | -6,22 | 1 271 | -12,29 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10 712 | -3,05 | 1 372 | -9,32 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1 511 | -0,59 | 194 | -7,21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 78 872 | -0,18 | 10 105 | -6,61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 123 | -0,18 | 1 041 | -6,64 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 096 | -1,09 | 653 | -7,52 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 12 335 | -16,67 | 1 580 | -22,01 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 593 | -62,67 | 472 | -64,19 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11 172 | -16,49 | 1 431 | -21,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 21 264 | -47,20 | 2 724 | -50,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 30 823 | -46,82 | 3 949 | -50,25 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 58 582 | -1,07 | 7 506 | -7,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 690 014 | -3,82 | 88 405 | -10,01 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 4 375 | -37,77 | 561 | -41,79 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 23 800 | -49,89 | 3 049 | -53,12 | |||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14 413 | -0,23 | 1 847 | -6,67 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 131 521 | -1,09 | 16 | -11,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14 772 | -41,95 | 1 893 | -45,69 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 175 231 | -3,03 | 22 451 | -9,27 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 1 808 | -28,82 | 232 | -33,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 2 557 | -26,12 | 328 | -30,87 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2 574 | -7,81 | 330 | -13,87 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 239 | -94,77 | 31 | -95,21 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2 153 | -20,14 | 276 | -25,47 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 12 241 | -1,73 | 1 568 | -8,04 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 13 399 | -0,10 | 1 717 | -6,54 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 230 | -9,80 | 29 | -14,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 582 899 | -0,09 | 202 801 | -6,53 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 33 369 | -4,10 | 4 275 | -10,28 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1 134 | -39,81 | 145 | -43,58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 139 007 | -17,24 | 17 755 | -22,97 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 6 211 | -1,27 | 796 | -7,67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7 974 | -11,21 | 1 022 | -16,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 55 | -43,30 | 7 | -46,15 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 573 | -20,49 | 330 | -25,73 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 23 026 | -3,43 | 2 950 | -9,65 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6 273 | -18,35 | 804 | -23,67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32 416 | -5,27 | 4 153 | -11,36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 8 092 | -50,00 | 1 037 | -53,25 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4 595 | -8,76 | 589 | -14,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 851 583 | -39,74 | 356 389 | -45,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98 755 | -17,65 | 12 758 | -25,01 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 299 260 | -14,57 | 38 341 | -20,07 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 434 200 | -0,96 | 311 870 | -7,33 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MidFirst Bank | 73 858 | -2,84 | 9 463 | -9,10 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 224 | -45,37 | 29 | |||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 1 812 | -4,23 | 248 | -7,81 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 4 504 | -10,42 | 577 | -16,13 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 700 | -41,67 | 90 | -45,73 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 26 885 | -2,23 | 3 445 | -8,53 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1 831 | -1,08 | 235 | -7,51 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 35 596 | -18,11 | 4 561 | -23,39 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 1 104 | -8,00 | 141 | -14,02 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1 899 | -18,92 | 243 | -24,06 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 244 939 | -26,87 | 31 382 | -31,58 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 23 359 | -63,88 | 2 993 | -66,21 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 18 838 | -61,47 | 2 414 | -63,96 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 30 582 | -0,60 | 3 918 | -7,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 2 675 | -0,26 | 343 | -6,81 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1 139 | -22,88 | 146 | -28,22 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 6 589 | -74,24 | 902 | -75,23 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 37 244 | -1,25 | 4 772 | -7,61 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10 277 | -0,50 | 1 334 | -8,94 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 17 672 | -1,42 | 2 420 | -1,39 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4 661 | -0,51 | 597 | -6,86 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 684 | -2,11 | 600 | -8,40 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 193 789 | -5,38 | 24 828 | -11,47 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 177 337 | -4,64 | 22 720 | -10,78 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 2 249 | -0,97 | 288 | -7,10 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2 026 | -56,27 | 277 | -57,97 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 4 965 | -2,34 | 636 | -8,62 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 19 735 | -12,55 | 2 528 | -18,19 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 2 217 | -0,58 | 284 | -6,89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 334 | -48,38 | 43 | -52,27 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 135 306 | -15,17 | 17 335 | -20,64 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14 427 | -49,06 | 1 849 | -52,36 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 3 159 | -2,62 | 405 | -9,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 613 | -0,33 | 79 | -7,14 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 37 298 | -19,70 | 4 779 | -24,87 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 39 932 | -1,72 | 4 995 | -10,93 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 176 108 | -5,84 | 22 563 | -11,91 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 41 422 | -0,61 | 5 307 | -7,01 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4 761 | -24,60 | 610 | -29,51 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 27 256 | -3,17 | 3 492 | -9,42 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 12 648 | -0,48 | 1 621 | -6,90 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Theory Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 2 804 | -1,75 | 359 | -7,95 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10 022 | -0,86 | 1 284 | -7,23 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 11 690 | -87,25 | 1 498 | -88,08 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 12 946 | -2,70 | 1 659 | -8,95 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 071 | -4,61 | 265 | -10,77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 171 450 | -1,49 | 150 072 | -7,86 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28 177 | -5,03 | 3 483 | -14,28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 32 098 | -16,33 | 4 112 | -21,72 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 308 | -1,79 | 296 | -8,10 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 42 618 | -17,38 | 5 460 | -22,71 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6 327 | -28,62 | 811 | -33,22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 273 302 | -0,08 | 35 015 | -6,51 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 748 | -67,84 | 96 | -70,13 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 4 300 | -36,76 | 1 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1 812 | -5,97 | 232 | -11,79 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 90 273 | -8,71 | 11 566 | -14,59 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 53 061 | -42,19 | 6 798 | 56 550,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4 214 | -6,56 | 540 | -12,64 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 8 563 | -1,63 | 1 097 | -7,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11 205 | -23,64 | 1 436 | -28,57 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 3 142 | -14,08 | 403 | -19,60 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 39 605 | -7,77 | 5 976 | 1,62 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 2 489 | -4,78 | 319 | -11,17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2 718 | -3,34 | 348 | -9,61 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 9 301 | -0,53 | 1 192 | -6,95 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 606 847 | -6,99 | 77 749 | -12,98 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 26 500 | -38,94 | 3 395 | -42,87 | |||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 875 | -2,78 | 113 | -9,60 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 14 286 | -36,14 | 1 830 | -40,25 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 11 474 | -33,62 | 1 470 | -37,90 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 12 983 | -3,56 | 1 663 | -9,77 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2 480 | -14,28 | 340 | -17,52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 14 263 | -1,47 | 1 827 | -7,82 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5 641 | -0,12 | 723 | -6,60 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 40 058 | -0,20 | 5 132 | -6,62 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2 482 | -89,44 | 318 | -90,15 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 1 534 093 | -12,12 | 196 548 | -17,78 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 14 054 | -5,60 | 1 801 | -11,68 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8 278 | -24,17 | 1 061 | -29,10 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 66 500 | -3,16 | 8 520 | -9,40 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 26 601 | -78,95 | 3 408 | -80,31 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2 013 | -5,93 | 258 | -12,29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 523 361 | -4,82 | 67 066 | -10,95 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 156 876 | -93,38 | 20 099 | -93,81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 1 822 | -18,66 | 233 | -23,86 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 14 414 | -17,09 | 1 847 | -22,44 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 49 344 | -2,96 | 6 322 | -9,21 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 43 513 | -0,50 | 5 575 | -6,91 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1 600 | -8,57 | 205 | -14,64 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 3 601 | -1,77 | 461 | -8,17 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 11 639 | -1,21 | 1 491 | -7,56 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 3 500 | -38,08 | 448 | -42,04 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2 795 | -4,57 | 358 | -10,72 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 26 223 | -0,13 | 3 360 | -6,56 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 40 | -42,86 | 5 | -44,44 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 27 019 | -0,85 | 3 462 | -7,24 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 13 320 | -5,58 | 1 857 | -5,88 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 14 094 | -4,29 | 1 806 | -10,47 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 502 | -96,26 | 64 | -96,56 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12 025 | -2,27 | 1 541 | -8,55 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3 114 | -2,32 | 399 | -8,72 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2 580 | -2,71 | 331 | -9,09 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 4 008 | -9,07 | 514 | -14,93 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44 241 | -2,89 | 5 668 | -9,14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 330 | -2,35 | 427 | -8,58 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2 755 | -8,17 | 353 | -14,15 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 2 590 | -0,96 | 332 | -7,54 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 20 936 | -2,12 | 2 682 | -8,43 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7 486 | -2,97 | 959 | -9,19 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 451 | -53,46 | 58 | -56,82 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2 980 | -31,99 | 382 | -36,50 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 80 800 | -9,96 | 10 352 | -15,76 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 683 | -50,00 | 216 | -54,93 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 2 547 | -14,44 | 326 | -19,90 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3 030 | -15,67 | 388 | -21,14 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 78 796 | -1,82 | 10 095 | -8,14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 7 892 | -4,36 | 1 011 | -10,53 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 6 016 | -17,29 | 771 | -22,69 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7 816 | -6,95 | 1 001 | -12,96 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 5 241 | -12,03 | 672 | -17,67 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 3 694 | -3,48 | 473 | -9,73 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2 352 | -10,54 | 301 | -16,39 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1 982 | -3,18 | 254 | -9,64 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2 376 | -20,85 | 304 | -26,03 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 9 392 | -34,55 | 478 | -66,00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 37 237 | -10,89 | 4 771 | -16,64 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 6 273 | -2,20 | 804 | -8,54 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 7 740 | -4,37 | 992 | -10,56 | ||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Anb Bank | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 14 596 | -64,80 | 1 870 | -67,07 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3 246 | -35,18 | 416 | -39,42 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 18 310 | -7,76 | 2 346 | -13,72 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 9 468 | -0,62 | 1 213 | -6,98 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3 382 | -8,59 | 433 | -14,43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 2 966 | -1,63 | 380 | -7,77 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 479 | -23,85 | 61 | -29,07 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 101 651 | -29,19 | 13 024 | -33,76 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17 901 | -58,91 | 2 293 | -61,56 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5 033 | -0,98 | 645 | -7,47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5 305 | -11,23 | 680 | -16,99 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 44 531 | -1,53 | 5 705 | -7,86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 241 | -21,40 | 1 056 | -26,48 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2 350 | -9,44 | 301 | -15,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 637 930 | -7,92 | 81 732 | -13,85 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6 949 | -1,25 | 890 | -7,58 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 89 844 | -0,81 | 11 511 | -7,21 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 22 090 | -30,69 | 2 845 | -35,44 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 287 | -14,58 | 37 | -21,74 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 57 762 | -16,12 | 7 400 | -21,53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6 460 | -90,03 | 828 | -90,68 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 14 221 | -2,68 | 1 947 | -6,39 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 8 299 | -54,60 | 1 063 | -57,53 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 51 091 | -2,47 | 6 546 | -8,76 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 700 | -1,96 | 90 | -8,25 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 22 958 | -80,25 | 2 941 | -81,35 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 135 083 | -1,88 | 17 307 | -8,21 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5 772 532 | -3,92 | 739 577 | -10,10 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3 561 | -0,75 | 456 | -7,13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 080 | -3,42 | 395 | -9,40 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 98 | -30,99 | 13 | -36,84 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 177 481 | -7,66 | 22 739 | -13,61 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 2 393 | -0,08 | 307 | -6,42 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 10 403 | -2,21 | 1 333 | -8,52 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2 055 | -30,57 | 263 | -35,06 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 42 392 | -8,48 | 5 431 | -14,38 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2 958 | -7,99 | 379 | -13,86 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2 468 | -4,19 | 316 | -10,23 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 2 332 | -2,75 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 403 230 | -0,01 | 51 662 | -6,45 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 32 901 | -1,20 | 4 215 | -7,57 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 26 254 | -0,07 | 3 595 | -3,90 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 6 848 | -1,34 | 877 | -7,68 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5 280 | -0,96 | 676 | -7,40 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 20 738 | -6,27 | 2 657 | -12,31 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Quarry LP | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 647 589 | -12,41 | 211 089 | -18,05 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 17 004 | -0,06 | 2 179 | -6,48 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 5 962 | -0,52 | 764 | -6,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 55 450 | -4,43 | 7 104 | -10,59 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73 153 | -6,91 | 9 | -10,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12 386 | -3,87 | 1 587 | -10,09 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 9 232 | -1,35 | 1 183 | -5,06 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4 007 | -5,72 | 513 | -11,86 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 3 794 | -6,69 | 486 | -12,59 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1 617 898 | -2,56 | 207 285 | -8,84 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 22 435 | -15,15 | 2 874 | -20,61 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 15 942 | -4,02 | 2 043 | -10,20 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 45 558 | -0,76 | 5 837 | -7,16 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 4 438 | -1,42 | 569 | -7,79 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 2 575 | -20,28 | 330 | -25,57 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 2 245 | -7,95 | 288 | -13,81 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 9 297 | -19,38 | 1 191 | -24,57 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9 772 | -0,07 | 1 252 | -6,50 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2 813 | -9,78 | 360 | -15,49 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 584 | -66,92 | 203 | -69,16 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Legal & General Group Plc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 6 048 | -0,20 | 775 | -6,63 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 734 | -59,01 | 478 | -61,67 | ||||
| 2026-01-26 | 13F | First Bancorp, Inc /ME/ | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1 492 | -3,37 | 204 | -6,85 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 6 631 | -7,72 | 850 | -13,72 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 29 214 | -22,51 | 3 743 | -27,51 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 5 379 | -0,28 | 689 | -6,64 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15 225 | -0,36 | 1 951 | -6,79 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 364 | -5,21 | 47 | -11,54 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 12 900 | -8,97 | 1 653 | -14,85 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12 297 | -1,60 | 1 575 | -7,95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2 136 | -72,49 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2 908 | -3,23 | 373 | -9,49 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 15 724 | -0,63 | 2 015 | -7,02 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 14 790 | -41,05 | 1 895 | -44,86 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 13 519 | -2,40 | 1 732 | -8,65 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 21 | -79,81 | 3 | -85,71 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 37 513 | -7,87 | 4 806 | -13,81 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 51 | -10,53 | 7 | -14,29 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 3 584 | -0,80 | 459 | -7,09 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 21 454 | -0,33 | 2 749 | -6,75 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 83 921 | -4,26 | 10 752 | -10,42 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 326 | -9,10 | 555 | -14,90 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 850 | -4,17 | 109 | -10,74 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 38 | -53,66 | 5 | -63,64 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 2 055 | -6,80 | 263 | -12,62 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 101 302 | -4,79 | 12 979 | -10,93 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 1 619 | -0,43 | 207 | -6,76 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9 755 | -45,13 | 1 250 | -48,69 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 305 | -78,23 | 39 | -79,58 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 32 076 | -0,03 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 93 634 | -0,58 | 12 057 | -6,86 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 135 595 | -3,09 | 657 972 | -9,33 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 46 275 | -87,82 | 5 929 | -88,61 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 2 600 | -51,23 | 333 | -54,38 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 2 229 | -96,13 | 289 | -96,34 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 346 | -53,62 | 44 | -56,86 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 209 725 | -9,07 | 26 870 | -14,93 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 4 264 | -0,68 | 546 | -6,98 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1 614 | -19,74 | 207 | -25,09 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 7 189 | -2,73 | 921 | -8,99 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 7 040 | -0,09 | 902 | -6,54 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 259 | -62,08 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 33 469 | -2,12 | 4 288 | -8,42 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 4 722 | -12,46 | 605 | -18,16 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 8 330 | -0,73 | 1 067 | -7,14 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 32 838 | -8,82 | 4 207 | -14,70 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 16 014 | -1,08 | 2 052 | -7,45 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1 907 | -36,58 | 244 | -40,63 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 1 908 | -95,99 | 244 | -96,25 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4 192 | -0,07 | 559 | -2,61 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6 810 | -1,26 | 873 | -7,63 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 272 | -14,73 | 35 | -22,22 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 30 999 | -5,54 | 3 972 | -11,62 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 253 663 | -3,78 | 32 502 | -9,98 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 8 184 | -38,51 | 1 049 | -42,48 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 10 245 | -2,11 | 1 313 | -8,44 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 111 789 | -2,27 | 14 322 | -8,57 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 7 160 | -18,91 | 917 | -24,15 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12 454 | -4,87 | 1 596 | -10,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10 700 | -47,55 | 1 371 | -50,95 | |||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 193 236 | -5,41 | 24 758 | -12,65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15 100 | -47,93 | 1 935 | -51,30 | |||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Capital Square, LLC | 5 512 | -32,67 | 750 | -33,10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 26 390 | -60,17 | 3 381 | -62,74 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4 957 | -63,02 | 635 | -65,62 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1 018 | -81,36 | 130 | -82,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 200 417 | -2,00 | 25 677 | -8,31 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3 922 | -3,87 | 502 | -10,04 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 10 293 | -2,42 | 1 319 | -8,73 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 11 005 | -34,80 | 1 410 | -39,03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5 179 | -0,75 | 664 | -7,14 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 22 216 | -0,13 | 2 846 | -6,57 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6 423 | -1,85 | 823 | -8,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 300 238 | -3,85 | 314 995 | 92 545,29 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2 392 | -15,09 | 306 | -20,52 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16 447 | -29,63 | 2 107 | -34,16 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 57 606 | -1,14 | 7 381 | -7,51 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 2 050 | -99,27 | 263 | -6,43 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 15 966 | -0,31 | 2 046 | -6,75 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 76 | -74,50 | 10 | -77,50 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 104 619 | -3,47 | 14 271 | -3,83 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 5 024 | -1,30 | 644 | -7,61 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 138 416 | -2,25 | 17 734 | -8,55 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 6 012 | -0,63 | 770 | -7,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 632 091 | -1,83 | 80 984 | -11,68 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 529 | -5,20 | 68 | -11,84 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1 392 | -8,60 | 178 | -14,42 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 1 563 | -18,30 | 200 | -23,37 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 28 553 | -1,81 | 3 658 | -8,14 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 2 383 | -2,30 | 305 | -8,41 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 3 300 | -14,06 | 423 | -19,62 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 21 143 | -1,12 | 2 709 | -7,51 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 123 871 | -7,36 | 15 870 | -13,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 602 259 | -6,53 | 332 761 | -12,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 23 882 | -5,63 | 3 060 | -11,72 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 273 878 | -11,53 | 163 209 | -17,23 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2 472 | -5,68 | 317 | -11,73 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 7 416 | -0,07 | 950 | -6,50 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 12 234 | -0,75 | 1 567 | -7,17 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 8 779 | -56,87 | 1 125 | -59,67 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 43 092 | -0,34 | 5 521 | -6,77 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2 961 | -18,07 | 379 | -23,28 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6 161 | -0,24 | 789 | -6,63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 18 848 | -42,30 | 2 415 | -46,03 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2 007 | -0,74 | 257 | -6,88 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 13 015 | -2,87 | 1 667 | -9,11 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 98 811 | -6,05 | 12 660 | -12,10 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 2 809 | -64,43 | 360 | -66,79 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 4 488 | -2,60 | 575 | -8,87 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 3 848 | -10,01 | 493 | -15,73 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 135 | -41,05 | 17 | -45,16 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 9 618 | -30,09 | 1 232 | -34,57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 7 257 | -1,77 | 930 | -8,11 | ||||
| 2026-05-04 | 13F | Nwam Llc | 16 540 | -0,04 | 2 119 | -7,10 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2 614 | -62,90 | 335 | -65,35 | ||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 2 476 | -97,58 | 317 | -97,74 |
