SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF – Własność instytucjonalna – Sprzedawcy

Schwab Strategic Trust - Schwab U.S. Broad Market ETF
US ˙ ARCA ˙ US8085241029

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.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-05-13 13F Pfc Capital Group, Inc. 4 976 -6,27 0
2026-04-21 13F Maridea Wealth Management LLC 178 616 -6,54 4 483 -10,57
2026-02-02 13F Heritage Financial Services, LLC 21 228 -1,78 557 0,18
2026-05-12 13F Chapman Financial Group, Llc 151 758 -0,82 3 809 -5,08
2026-05-04 13F Retirement Planning Group 1 086 268 -8,02 27 265 -11,98
2026-05-13 13F Natixis Advisors, L.p. 85 169 -7,46 2 0,00
2026-04-21 13F Armbruster Capital Management, Inc. 17 971 -6,64 451 -10,52
2026-05-12 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2026-05-14 13F JustInvest LLC 0 -100,00 0
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-04-28 13F Libra Wealth Llc 711 919 -3,21 17 869 -7,38
2026-04-28 13F Integrated Advisors Network LLC 48 096 -13,51 1 207 -17,22
2026-05-05 13F Steel Peak Wealth Management LLC 71 391 -4,70 1 792 -8,81
2026-01-28 13F Edge Financial Advisors LLC 27 492 -0,55 721 1,55
2026-04-07 13F Signaturefd, Llc 140 025 -11,75 3 515 -15,55
2026-04-09 13F Everhart Financial Group, Inc. 421 975 -0,89 10 592 -5,16
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 847 358 -1,07 23 396 4,14
2026-05-12 13F Rsm Us Wealth Management Llc 119 573 -8,58 3 001 -13,22
2026-04-29 13F American Capital Advisory, LLC 1 428 -11,91 36 -16,67
2026-02-06 13F Empirical Asset Management, LLC 0 -100,00 0
2026-05-05 13F Tortoise Investment Management, LLC 146 331 -2,40 3 673 -6,61
2026-05-12 13F Axos Invest Inc. 69 850 -25,18 1 753 -28,39
2026-04-27 13F Pachira Investments Inc. 9 808 -0,35 246 -4,65
2026-04-17 13F Certified Advisory Corp 8 559 -18,50 215 -22,18
2026-05-14 13F Pinnacle Family Advisors, LLC 38 410 -14,94 964 -18,58
2026-04-21 13F Foster & Motley Inc 22 860 -3,97 1
2026-04-22 13F Genesee Capital Advisors, LLC 1 629 524 -0,56 40 901 -4,85
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 4 795 -30,09 120 -32,96
2026-04-17 13F BCS Wealth Management 118 319 -56,16 2 970 -58,06
2026-05-11 13F WFA of San Diego, LLC 69 642 -6,02 1 748 -10,04
2026-04-15 13F Curbstone Financial Management Corp 302 522 -0,27 7 593 -4,56
2026-05-15 13F Breakwater Investment Management 858 181 -1,59 21 540 -5,83
2026-02-12 13F CIBC Private Wealth Group, LLC 80 625 -37,68 2 115 -36,44
2026-04-07 13F Barden Capital Management, Inc. 84 982 -2,98 2 133 -7,14
2026-04-13 13F Mather Group, Llc. 94 111 -2,33 2 362 -6,53
2026-04-29 13F Clear Point Advisors Inc. 179 107 -0,10 4 496 -4,40
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 240 219 -0,19 6 030 -4,48
2026-02-05 13F Isthmus Partners, Llc 0 -100,00 0
2026-04-30 13F LRI Investments, LLC 668 -50,00 17 -54,29
2026-04-23 13F Unify Financial Advisors 195 740 -0,82 4 913 -5,08
2026-04-17 13F CENTRAL TRUST Co 3 685 -32,31 92 -35,21
2026-05-04 13F Modus Advisors, LLC 76 678 -0,78 1 925 -5,08
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Aurora Investment Managers, LLC. 0 -100,00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 142 838 -1,49 3 585 -5,73
2026-04-27 13F Koshinski Asset Management, Inc. 137 776 -0,28 3 458 -4,55
2026-05-13 13F Federation des caisses Desjardins du Quebec 31 470 -0,13 790 -4,48
2026-04-15 13F Valley National Advisers Inc 938 323 -14,86 24 -17,86
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 11 376 -0,31 286 -4,68
2026-05-05 13F Birchwood Financial Partners, Inc. 139 -87,01 3 -89,29
2026-05-19 13F Front Row Advisors LLC 16 606 -0,90 417 -5,24
2026-03-06 13F Brighton Securities Corp. 0 -100,00 0
2026-05-13 13F D L Carlson Investment Group Inc 2 591 924 -0,23 65 057 -4,53
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 10 853 -4,40 272 -8,42
2026-05-15 13F AlphaCore Capital LLC 5 353 704 -7,86 134 378 -11,83
2026-05-01 13F Advisors Capital Management, LLC 13 086 -1,02 328 -5,20
2026-05-13 13F Northern Capital Management, Inc. 29 119 -27,91 731 -31,07
2026-05-08 13F Jackson Hole Capital Partners, LLC 98 358 -1,10 2 469 -5,37
2026-04-07 13F Attessa Capital LLC 48 605 -6,57 1 220 -10,63
2026-05-14 13F Venture Visionary Partners LLC 179 491 -6,16 4 505 -10,21
2026-05-12 13F Disciplined Investments, LLC 14 334 -39,63 360 -42,28
2026-04-17 13F Bell Investment Advisors, Inc 1 727 -26,82 43 -29,51
2026-05-13 13F American Investment Services, Inc. 102 885 -10,23 2 582 -14,11
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-18 13F Edgestream Partners, L.P. 14 625 -37,39 367 -40,03
2026-05-12 13F BOK Financial Private Wealth, Inc. 93 707 -2,97 2 352 -7,15
2026-05-13 13F Sherman Porfolios, Llc 242 200 -0,84 6 079 -5,12
2026-04-29 13F Sigma Investment Counselors Inc 74 975 -46,51 1 882 -48,83
2026-04-28 13F Berger Financial Group, Inc 12 900 -0,39 324 -4,72
2026-04-22 13F Wernau Asset Management Inc. 19 554 -22,77 491 -26,20
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-04-24 13F Heritage Oak Wealth Advisors Llc 19 431 -3,42 488 -7,59
2026-04-21 13F Compass Advisory Group LLC 557 051 -71,15 13 982 -72,39
2026-04-28 13F Winthrop Capital Management, LLC 14 944 -0,38 0
2026-04-21 13F Patton Albertson Miller Group, Llc 26 065 -1,73 654 -5,90
2026-04-30 13F Opus Capital Group, LLC 164 514 -0,16 4 0,00
2026-04-10 13F/A WLTH Capital Management, LLC 41 751 -0,63 1 048 -5,33
2026-04-16 13F Roble, Belko & Company, Inc 668 407 -9,29 17 -15,79
2026-05-11 13F Savvy Advisors, Inc. 222 657 -2,09 5 589 -6,30
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-13 13F Cypress Point Wealth Management, LLC 132 205 -3,90 3 318 -8,04
2026-05-07 13F Richard Young Associates, Ltd. 8 770 -17,73 220 -21,15
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-09 13F Secure Asset Management, LLC 8 645 -7,00 217 -11,11
2026-04-14 13F Joule Financial, LLC 177 609 -26,39 4 458 -29,58
2026-05-14 13F Captrust Financial Advisors 4 047 483 -4,47 101 592 -8,59
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2 320 383 -16,41 56 761 -23,42
2026-05-01 13F Silver Oak Advisory Group, Inc. 150 176 -1,87 4 -25,00
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 164 981 -15,40 4 141 -19,04
2026-04-16 13F Smith, Salley & Associates 42 928 -2,37 1 077 -6,59
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 544 064 -2,98 14 -7,14
2026-05-15 13F Intelligence Driven Advisers, LLC 563 390 -39,10 14 141 -41,73
2026-04-09 13F VERITY Wealth Advisors 10 620 -81,07 267 -81,92
2026-04-14 13F Papp L Roy & Associates 138 988 -2,37 3 489 -6,59
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-01 13F Pittenger & Anderson Inc 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 98 340 -3,75 2 468 -7,91
2026-05-13 13F Geometric Wealth Advisors 89 306 -1,18 2 242 -5,44
2026-04-21 13F Old Second National Bank Of Aurora 7 849 -4,86 197 -8,80
2026-04-27 13F Moneywise, Inc. 0 -100,00 0
2026-04-30 13F Indivisible Partners 92 333 -1,53 2 318 -5,77
2026-04-28 13F Brighton Jones Llc 0 -100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 1 195 358 -5,67 29 155 -12,29
2026-04-08 13F RVW Wealth, LLC 106 830 -21,37 2 681 -24,75
2026-04-13 13F Fiduciary Financial Group, Llc 0 -100,00 0
2026-05-04 13F Souders Financial Advisors 79 638 -12,14 1 999 -15,94
2026-04-17 13F Worth Asset Management, LLC 12 239 -0,14 307 -4,36
2026-04-23 13F Alley Investment Management Company, LLC 9 566 -3,72 240 -7,69
2026-04-22 13F Avalon Advisory Group 155 123 -1,70 3 894 -5,94
2026-05-14 13F Spreng Capital Management, Inc. 134 476 -3,74 3 375 -7,89
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-13 13F Kovitz Investment Group Partners, LLC 67 263 -1,17 1 688 -5,43
2026-04-22 13F Mason & Associates, LLC 97 029 -0,00 2 435 -4,32
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-10 13F RTD Financial Advisors, Inc. 118 898 -0,68 2 984 -4,97
2026-05-12 13F Orcam Financial Group 311 043 -4,73 7 807 -8,83
2026-02-10 13F Archvest Wealth Advisors, Inc. 0 -100,00 0
2026-04-22 13F Wetzel Investment Advisors, Inc. 0 -100,00 0
2026-04-27 13F Oarsman Capital, Inc. 43 780 -3,91 1 099 -8,12
2026-04-14 13F Amicus Financial Advisors, LLC 173 548 -1,06 4 356 -5,30
2026-04-08 13F Exchange Bank 76 500 -0,78 1 920 -5,04
2026-04-28 13F Clay Northam Wealth Management, LLC 21 521 -5,07 540 -9,09
2026-05-13 13F Cetera Investment Advisers 365 023 -52,50 9 162 -54,54
2026-05-01 13F Luminvest Wealth Management LLC 74 021 -0,55 1 858 -4,87
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 26 972 -15,36 677 -19,04
2026-05-15 13F Quadcap Wealth Management, LLC 9 703 -0,39 244 -4,71
2026-04-29 13F Penobscot Investment Management Company, Inc. 46 720 -0,43 1 173 -4,72
2026-05-12 13F Cornerstone Capital, Inc. 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 23 798 -17,74 597 -21,24
2026-05-11 13F Blue Bell Private Wealth Management, Llc 597 421 -1,26 14 995 -5,51
2026-04-09 13F Thrive Wealth Management, LLC 131 906 -7,93 3 311 -11,92
2026-05-14 13F Rockefeller Capital Management L.P. 343 298 -2,49 8 617 -6,69
2026-04-13 13F LexAurum Advisors, LLC 62 541 -5,72 1 570 -7,98
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 324 037 -0,71 8 133 -4,99
2026-05-01 13F Citizens Financial Group Inc/ri 9 253 -4,41 232 -8,30
2026-05-07 13F Lowe Brockenbrough & Co Inc 123 751 -10,05 3 106 -13,91
2026-05-14 13F Coastal Bridge Advisors, LLC 734 966 -0,75 18 448 -5,03
2026-04-17 13F Boston Private Wealth Llc 42 278 -15,05 1 061 -18,70
2026-05-15 13F Brown Advisory Inc 2 711 077 -0,58 68 048 -4,86
2026-05-08 13F Roundview Capital LLC 1 681 293 -0,61 42 200 -4,89
2026-04-10 13F BostonPremier Wealth LLC 12 286 -1,75 308 -5,81
2026-05-01 13F Patten & Patten Inc/tn 10 305 -5,07 259 -9,15
2026-04-20 13F Ronald Blue Trust, Inc. 22 489 -0,71 564 -5,05
2026-04-20 13F Fonville Wealth Management LLC 54 920 -1,51 1 378 -5,75
2026-04-28 13F Planning Center, Inc. 10 431 -12,23 262 -16,08
2026-05-15 13F Rehmann Capital Advisory Group 29 926 -1,80 751 -6,01
2026-05-07 13F Crewe Advisors LLC 29 033 -3,12 729 -7,38
2026-05-01 13F Emerald Investment Partners, Llc 9 339 -2,39 234 -6,40
2026-04-16 13F Financial Designs Corp 112 423 -4,00 2 822 -8,14
2026-04-07 13F Legacy Private Trust Co. 1 282 088 -3,79 32 180 -7,93
2026-04-15 13F Cypress Wealth Services, LLC 10 094 -7,72 253 -11,54
2026-04-22 13F Traphagen Investment Advisors Llc 85 557 -0,46 2 147 -4,75
2026-04-24 13F KC Investment Advisors, LLC 12 232 -5,30 307 -9,17
2026-04-08 13F Lakeridge Wealth Management LLC 18 061 -3,09 453 -7,17
2026-05-15 13F Tradition Wealth Management, LLC 777 734 -2,54 19 521 -6,73
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0 -100,00
2026-05-19 13F McIlrath & Eck, LLC 4 230 -5,62 106 -9,40
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Essex LLC 94 306 -0,20 2 367 -4,48
2026-05-11 13F Atlas Capital Advisors Llc 145 818 -0,35 3 660 -4,64
2026-05-08 13F Steward Partners Investment Advisory, Llc 62 979 -7,11 1 581 -11,14
2026-02-18 13F Vident Advisory, LLC 0 -100,00 0 -100,00
2026-05-08 13F Summit Asset Management, LLC 23 964 -5,06 601 -9,21
2026-05-02 13F Burton Enright Welch 35 136 -1,19 882 -5,47
2026-04-28 13F Opes Wealth Management LLC 539 117 -2,96 13 532 -7,14
2026-04-23 13F waypoint wealth counsel 66 985 -35,16 1 681 -37,95
2026-05-15 13F Larson Financial Group LLC 56 582 -2,40 1 420 -6,58
2026-04-01 13F Beacon Wealthcare LLC 434 927 -2,86 10 917 -7,05
2026-05-15 13F Bank Of America Corp /de/ 3 194 228 -0,57 80 175 -4,85
2026-04-29 13F Staley Capital Advisers Inc 54 723 -16,30 1 374 -19,89
2026-05-06 13F Bartlett & Co. Wealth Management Llc 725 195 -0,23 20 102 5,44
2026-04-08 13F Seed Wealth Management, Inc. 192 268 -3,55 4 826 -7,71
2026-05-07 13F Capital Performance Advisors Llp 61 451 -8,60 1 542 -12,54
2026-05-15 13F Change Path, LLC 14 330 -1,98 360 -6,27
2026-04-24 13F UMA Financial Services, Inc. 17 818 -1,57 447 -5,70
2026-04-14 13F BSW Wealth Partners 63 496 -0,15 1 594 -4,50
2026-05-06 13F Advisortrust Partners, Llc 27 797 -3,89 698 -8,05
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 302 141 -39,37 7 584 -41,99
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-07 13F TrustWell Financial Advisors, LLC 20 054 -10,72 503 -14,60
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 37 510 -1,43 941 -7,84
2026-02-11 13F Babb Wealth Advisors LLC 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 109 319 -5,01 2 744 -9,11
2026-04-28 13F Golden State Wealth Management, LLC 6 -99,74 0 -100,00
2026-04-24 13F Smithbridge Asset Management Inc/de 21 127 -51,47 530 -53,55
2026-04-16 13F Capital Advisors, Ltd. LLC 40 541 -3,24 1 0,00
2026-04-09 13F Victrix Investment Advisors 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 4 695 -2,98 118 -7,14
2026-04-24 13F Patten Group, Inc. 10 346 -0,30 260 -4,78
2026-05-05 13F West Paces Advisors Inc. 98 628 -18,67 2 476 -22,17
2026-04-30 13F Accredited Investors Inc. 4 607 337 -2,38 115 644 -6,58
2026-05-14 13F Vivaldi Capital Management, LLC 228 098 -0,78 5 725 -5,04
2026-04-13 13F Bnc Wealth Management, Llc 29 423 -2,84 739 -7,05
2026-04-28 13F Appleton Partners Inc/ma 15 655 -2,42 0
2026-05-07 13F Grandfield & Dodd, Llc 11 764 -1,79 295 -6,05
2026-04-23 13F Equita Financial Network, Inc. 288 872 -1,62 7 251 -5,86
2026-05-11 13F Great Valley Advisor Group, Inc. 394 974 -1,41 9 914 -5,66
2026-04-20 13F CWA Asset Management Group, LLC 0 -100,00 0
2026-05-14 13F C M Bidwell & Associates Ltd 126 874 -0,42 3 185 -4,70
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 715 693 -3,56 43 -6,52
2026-05-05 13F Almanack Investment Partners, LLC. 11 911 -6,57 299 -10,78
2026-05-05 13F Members Advisory Group LLC 1 583 312 -0,86 39 741 -5,13
2026-04-16 13F BridgePort Financial Solutions, LLC 9 304 -0,61 234 -4,90
2026-04-29 13F Cary Street Partners Financial Llc 16 556 -62,77 416 -64,41
2026-05-01 13F Signature Resources Capital Management, LLC 57 176 -0,17 1 435 -4,46
2026-04-13 13F Successful Portfolios LLC 208 779 -6,32 5 220 -12,56
2026-04-24 13F RKL Wealth Management LLC 62 923 -4,45 1 579 -8,57
2026-04-07 13F Farther Finance Advisors, LLC 415 718 -37,27 10 518 -39,50
2026-05-14 13F We Are One Seven, LLC 64 223 -1,70 1 612 -5,90
2026-05-12 13F CIBC Bancorp USA Inc. 138 452 -19,14 3 511 -20,24
2026-04-20 13F Triangle Securities Wealth Management 120 443 -0,11 3 023 -4,40
2026-05-01 13F Diversify Advisory Services, LLC 8 732 -46,99 240 -45,68
2026-05-14 13F Empower Advisory Group, LLC 450 978 -23,50 11 320 -26,79
2026-05-14 13F EP Wealth Advisors, Inc. 149 600 -0,52 3 755 -4,82
2026-05-15 13F Fiduciary Trust Co 370 187 -1,45 9 292 -5,69
2026-04-17 13F Great Waters Wealth Management 95 262 -0,47 2 391 -4,74
2026-04-22 13F Motco 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 12 335 -26,52 310 -29,77
2026-05-14 13F Ieq Capital, Llc 142 910 -27,46 3 587 -30,58
2026-02-03 13F McCarthy Asset Management, Inc. 44 647 -49,16 1 171 -48,12
2026-05-06 13F IMA Wealth, Inc. 853 890 -2,16 21 433 -6,37
2026-04-29 13F Alliance Wealth Management Group 404 680 -0,91 10 157 -5,18
2026-04-06 13F Rosenberg Matthew Hamilton 145 657 -6,28 3 656 -10,33
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 9 942 -0,09 250 -4,60
2026-05-14 13F Keebeck Wealth Management, LLC 46 980 -6,00 1 179 -10,00
2026-04-09 13F Goelzer Investment Management, Inc. 20 658 -4,83 519 -8,96
2026-05-07 13F Continuum Wealth Advisors, Llc 33 157 -0,38 832 -4,59
2026-05-15 13F Tudor Investment Corp Et Al 178 494 -7,32 4 480 -11,30
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 67 120 -6,02 1 761 -4,14
2026-04-15 13F Motive Wealth Advisors 474 496 -0,24 11 910 -4,54
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 2 531 564 -5,11 63 542 -9,20
2026-05-13 13F Parkside Financial Bank & Trust 17 528 -0,57 440 -4,98
2026-05-28 13F Cozad Asset Management Inc 179 109 -0,07 4 496 -4,38
2026-05-06 13F ProVise Management Group, LLC 239 383 -3,50 6 009 -7,65
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-13 13F Adviser Investments LLC 104 195 -0,55 2 615 -4,84
2026-04-22 13F Evensky & Katz LLC 8 165 499 -1,39 205 -5,99
2026-04-20 13F Foster Victor Wealth Advisors, LLC 30 465 -1,55 817 -1,21
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-02-09 13F V. M. Manning & Co., Inc. 14 361 -0,40 377 4,74
2026-04-16 13F Asset Advisors Investment Management, LLC 2 762 273 -1,67 69 333 -5,91
2026-05-04 13F Oasis Advisors, LLC 0 -100,00 0
2026-05-14 13F Apriem Advisors 404 757 -0,08 10 159 -4,39
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 110 549 -4,65 2 775 -8,75
2026-05-04 13F Glassman Wealth Services 5 579 -37,38 140 -39,91
2026-04-23 13F Forum Financial Management, LP 30 502 -9,13 766 -13,07
2026-05-14 13F Rockbridge Investment Management, LCC 343 642 -0,92 8 625 -5,19
2026-04-20 13F White Pine Investment CO 8 131 -1,09 0
2026-05-07 13F REDW Wealth LLC 61 041 -0,20 1 532 -4,49
2026-05-14 13F Broadleaf Partners, LLC 19 968 -17,41 501 -20,98
2026-04-28 13F CAP Partners, LLC 37 257 -0,06 935 -4,30
2026-05-12 13F Avant Capital LLC 187 051 -1,32 4 695 -5,59
2026-05-15 13F Summit Financial, LLC 297 019 -17,57 7 455 -21,12
2026-05-05 13F Midwestern Financial, LLC /IA 180 295 -3,06 4 525 -7,24
2026-04-14 13F Juncture Wealth Strategies, Llc 1 266 881 -0,52 31 799 -4,81
2026-04-13 13F Perennial Advisors, LLC 26 981 -0,09 677 -4,38
2026-04-24 13F APCM Wealth Management for Individuals 13 434 -1,78 337 -5,87
2026-04-29 13F CVA Family Office, LLC 298 432 -0,73 7 491 -5,01
2026-04-30 13F Acorn Wealth Advisors, LLC 50 089 -1,81 1 257 -6,05
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-27 13F Iron Financial, LLC 23 441 -0,42 588 -4,70
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-13 13F Franklin Resources Inc 34 948 -3,11 877 -7,29
2026-04-13 13F 5T Wealth, LLC 12 152 -2,46 305 -6,44
2026-04-14 13F Wealthcare Advisory Partners LLC 189 097 -1,61 4 746 -5,85
2026-05-06 13F Main Street Group, LTD 57 384 -14,19 1 440 -17,90
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-05-01 13F Summit Financial Strategies, Inc. 2 672 115 -16,05 67 070 -19,67
2026-05-12 13F Summit Trail Advisors, Llc 452 615 -19,37 11 361 -22,84
2026-05-08 13F Russell Investments Group, Ltd. 9 445 -31,56 237 -34,35
2026-05-14 13F Betterment LLC 15 717 854 -2,71 395 -6,86
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Prestige Wealth Management Group LLC 88 047 -7,49 2 210 -11,50
2026-05-08 13F Resources Investment Advisors, LLC. 755 449 -43,30 18 962 -45,74
2026-05-04 13F Mml Investors Services, Llc 47 569 -32,79 1 194 -35,72
2026-04-06 13F CX Institutional 83 701 -34,68 2 -33,33
2026-04-17 13F Gibson Capital, LLC 16 074 -5,56 403 -9,64
2026-04-15 13F marrick wealth, LLC 0 -100,00 0
2026-04-23 13F Intrua Financial, LLC 125 345 -0,16 3 146 -4,43
2026-05-11 13F Chilton Capital Management Llc 34 988 -13,64 878 -17,33
2026-04-08 13F Spinnaker Investment Group, LLC 485 549 -9,00 12 187 -12,92
2026-05-04 13F Fagan Associates, Inc. 269 924 -24,30 6 775 -27,56
2026-04-27 13F Level Wealth Management LLC 12 945 -1,97 325 -6,36
2026-05-13 13F Elm Partners Management LLC 103 002 -3,58 2 512 -10,35
2026-04-13 13F Bouchey Financial Group Ltd 2 451 793 -3,96 64 360 -3,89
2026-04-08 13F Beacon Financial Strategies CORP 0 -100,00 0
2026-04-30 13F Millstone Evans Group, LLC 989 -24,21 25 -29,41
2026-01-26 13F Courage Miller Partners, LLC 0 -100,00 0
2026-04-15 13F Adamsbrown Wealth Consultants Llc 14 689 -2,51 369 -6,84
2026-05-14 13F Rialto Wealth Management, LLC 120 480 -0,22 3 024 -4,52
2026-05-08 13F Quantify Chaos Advisors, Llc 40 168 -5,13 1 008 -9,19
2026-04-10 13F Naviter Wealth, LLC 18 090 -16,62 454 -20,21
2026-05-06 13F Morling Financial Advisors, LLC 55 361 -2,69 1 390 -6,90
2026-05-13 13F NewEdge Wealth, LLC 84 469 -22,68 2 120 -26,00
2026-04-23 13F Accurate Wealth Management, LLC 16 225 -4,51 426 -6,59
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 132 596 -14,41 3 328 -18,09
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-28 13F W.H. Cornerstone Investments Inc. 48 348 -21,56 1 214 -24,94
2026-04-28 13F Whittier Trust Co Of Nevada Inc 11 038 -3,49 281 -8,20
2026-05-11 13F Wbi Investments, Inc. 174 471 -8,36 4 379 -12,30
2026-04-17 13F Novare Capital Management Llc 90 582 -31,34 2 274 -34,31
2026-04-02 13F Fulcrum Equity Management 27 885 -33,65 700 -36,57
2026-04-20 13F Longview Financial Advisors LLC 0 -100,00 0
2026-04-01 13F Burkett Financial Services, Llc 40 451 -8,80 1 015 -12,73
2026-04-27 13F FF Advisors,LLC 37 597 -7,29 1 029 -3,20
2026-05-07 13F Dakota Wealth Management 150 638 -0,24 3 781 -4,52
2026-04-23 13F Ewa, Llc 24 139 -16,66 606 -20,29
2026-05-06 13F Simon Quick Advisors, Llc 8 979 -4,22 225 -8,16
2026-01-12 13F Richard P Slaughter Associates Inc 0 -100,00 0
2026-04-14 13F Jeppson Wealth Management, Llc 17 352 -2,04 436 -6,25
2026-05-05 13F Leo Wealth, LLC 178 226 -0,43 4 473 -4,73
2026-05-14 13F Neuberger Berman Group LLC 15 813 -1,43 397 -5,71
2026-05-06 13F Aviance Capital Partners, LLC 16 563 -12,66 416 -16,50
2026-05-15 13F Beacon Pointe Advisors, LLC 951 961 -5,06 23 894 -9,14
2026-04-23 13F Ellenbecker Investment Group 0 -100,00 0
2026-05-12 13F Liberty Wealth Management Llc 9 967 -37,78 250 -40,48
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 58 228 -12,37 1 462 -16,13
2026-04-14 13F Patriot Investment Management Inc. 1 022 101 -3,30 25 655 -7,47
2026-04-17 13F AdvisorNet Financial, Inc 31 824 -0,34 799 -4,66
2026-05-13 13F Quantum Capital Management, LLC / NJ 7 417 -8,31 186 -12,26
2026-02-13 13F B&D White Capital Company, LLC 0 -100,00 0
2026-04-07 13F Twele Capital Management, Inc. 27 829 -0,41 699 -4,64
2026-05-06 13F GatePass Capital, LLC 29 090 -9,37 730 -13,20
2026-04-15 13F DecisionMap Wealth Management, LLC 34 414 -1,20 864 -5,48
2026-05-15 13F Blueprint Investment Partners LLC 184 252 -8,68 4 625 -12,62
2026-04-08 13F Birchbrook, Inc. 871 -37,79 22 -41,67
2026-05-18 13F Chesapeake Wealth Management 191 976 -1,14 4 819 -5,40
2026-06-03 13F/A Wealthquest Corp 10 171 -10,47 255 -14,14
2026-05-18 13F Wilson & Boucher Capital Management, LLC 260 175 -0,43 6 530 -4,73
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-04-17 13F James J. Burns & Company, LLC 709 503 -1,20 17 809 -5,45
2026-05-05 13F Ashford Advisors, LLC 529 754 -8,24 14 050 -7,22
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 802 522 -2,94 20 151 -7,08
2026-04-22 13F Princeton Global Asset Management LLC 6 264 -8,73 157 -12,78
2026-05-13 13F Green Harvest Asset Management LLC 9 480 -15,43 238 -19,39
2026-05-11 13F Evermay Wealth Management Llc 38 893 -0,30 976 -4,59
2026-05-12 13F Ballast Advisors Llc 0 -100,00 0
2026-04-14 13F Cathy Pareto & Associates, Inc 109 528 -1,18 2 749 -5,44
2026-04-15 13F Financial Management Professionals, Inc. 85 074 -1,17 2 135 -5,41
2026-05-11 13F Cornerstone Planning, LLC 47 712 -2,60 1 198 -6,78
2026-05-05 13F PFG Advisors 131 861 -2,73 3 310 -6,92
2026-04-08 13F Selby Wealth Management, LLC 125 363 -1,96 3 147 -6,20
2026-05-05 13F SOUTH STATE Corp 23 521 -9,24 590 -13,11
2026-05-12 13F Independent Advisor Alliance 100 725 -47,09 2 528 -49,37
2026-05-05 13F Milestone Investment Advisors LLC 533 182 -1,53 13 383 -5,77
2026-05-12 13F Americana Partners, LLC 0 -100,00 0
2026-04-15 13F Eaton Financial Holdings Company, LLC 35 440 -1,16 890 -5,43
2026-04-23 13F Manchester Financial Inc 3 426 829 -0,16 86 013 -4,46
2026-02-10 13F Peak Retirement Planning, Inc. 0 -100,00 0
2026-05-06 13F Great Lakes Retirement, Inc. 911 755 -0,15 22 885 -4,45
2026-05-12 13F Warwick Investment Management, Inc. 0 -100,00 0
2026-05-06 13F Sentinus, LLC 698 473 -10,19 17 532 -14,06
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 12 796 -11,92 321 -15,75
2026-04-20 13F Pegasus Asset Management, Inc. 1 160 640 -0,55 29 132 -4,84
2026-05-14 13F Raymond James Financial Inc 1 103 831 -13,35 27 706 -17,08
2026-04-30 13F Warm Springs Advisors Inc. 0 -100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 16 831 -0,36 470 3,75
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 67 823 -2,03 1 702 -6,23
2026-05-08 13F SYM FINANCIAL Corp 1 192 008 -0,02 29 919 -4,33
2026-05-07 13F Planning Alternatives Ltd /adv 157 971 -0,72 3 965 -4,98
2026-04-24 13F Zwj Investment Counsel Inc 103 638 -5,41 2 601 -9,47
2026-04-03 13F Investors Research Corp 4 693 -9,63 118 -13,97
2026-04-24 13F Root Financial Partners, LLC 24 183 -0,92 607 -5,31
2026-04-16 13F Everstar Asset Management, LLC 58 964 -2,57 1 480 -6,81
2026-05-01 13F Wealthspire Advisors, LLC 480 277 -4,05 12 055 -8,19
2026-05-06 13F Vista Capital Partners, Inc. 799 554 -0,68 20 069 -4,95
2026-05-08 13F Truepoint, Inc. 1 097 551 -1,71 27 549 -5,95
2026-04-21 13F Financial Consulate, Inc 106 928 -3,43 2 684 -7,61
2026-05-15 13F Aqr Capital Management Llc 1 074 823 -4,99 26 978 -9,08
2026-05-11 13F MainStreet Investment Advisors LLC 35 500 -2,00 891 -6,21
2026-04-15 13F Redhawk Wealth Advisors, Inc. 69 952 -1,48 1 756 -5,75
2026-05-04 13F NBZ Investment Advisors LLC 305 630 -2,21 7 671 -6,42
2026-05-06 13F LPL Financial LLC Put 11 700 -22,00 294 -25,45
2026-04-10 13F High Probability Advisors, LLC 36 623 -4,82 919 -8,92
2026-04-20 13F Dock Street Asset Management Inc 12 053 -17,18 303 -20,73
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-05-06 13F Assetmark, Inc 791 488 -2,72 19 866 -6,92
2026-04-30 13F Sequoia Financial Advisors, LLC 439 073 -6,41 11 021 -10,44
2026-04-13 13F Massmutual Trust Co Fsb/adv 35 500 -2,00 891 -6,21
2026-04-07 13F Alpha Omega Wealth Management LLC 182 953 -4,41 4 592 -8,53
2026-05-11 13F Madden Advisory Services, Inc. 602 540 -13,50 15 124 -17,23
2026-02-17 13F Tolleson Wealth Management, Inc. 67 978 -0,96 1 783 1,08
2026-04-08 13F Evanson Asset Management, LLC 38 954 -3,29 978 -7,48
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Fiduciary Group LLC 68 702 -2,67 1 724 -6,86
2026-04-28 13F Altfest L J & Co Inc 210 351 -5,93 5 280 -9,99
2026-04-07 13F Boltwood Capital Management 102 795 -0,49 2 580 -4,76
2026-04-30 13F Granite Investment Partners, LLC 181 793 -1,62 4 563 -5,86
2026-04-13 13F Sjbenen Advisory, Llc 76 428 -27,31 1 918 -30,43
2026-04-16 13F Scott & Selber, Inc. 27 072 -1,37 680 -5,56
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-21 13F Strategic Equity Management 0 -100,00 0
2026-05-08 13F Indie Asset Partners, LLC 35 218 -7,08 884 -11,17
2026-04-24 13F Clarity Wealth Advisors, LLC 18 556 -4,56 466 -8,64
2026-04-09 13F Noble Family Wealth, LLC 99 349 -1,76 2 494 -6,00
2026-04-13 13F Mitchell Sinkler & Starr/pa 323 503 -1,25 8 120 -5,51
2026-05-15 13F Destination Wealth Management 326 964 -18,72 8 207 -22,23
2026-05-07 13F True North Advisors, LLC 504 798 -15,21 12 670 -18,86
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100,00 0
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 238 661 -1,06 5 990 -5,33
2026-04-23 13F Embree Financial Group 299 117 -2,43 7 508 -6,64
2026-05-08 13F Blair William & Co/il 200 538 -2,42 5 033 -6,62
2026-04-29 13F Integrity Investment Advisors, LLC 0 -100,00 0
2026-02-12 13F Marex Group plc 0 -100,00 0
2026-04-16 13F Cambridge Advisors Inc. 135 029 -0,93 3 389 -5,18
2026-04-16 13F Global Wealth Management, LLC 817 754 -6,93 20 526 -10,94
2026-04-30 13F Costello Asset Management, INC 30 457 -0,26 764 -4,50
2026-05-14 13F Baird Financial Group, Inc. 83 157 -0,55 2 087 -4,83
2026-04-13 13F Highland Capital Management, Llc 158 011 -3,62 3 966 -7,77
2026-04-22 13F My Personal CFO, LLC 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 88 060 -0,35 2 210 -4,62
2026-05-05 13F Wealthfront Advisers Llc 52 556 138 -1,88 1 319 159 -6,11
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 55 366 -0,55 1 390 -4,86
2026-05-15 13F Ameriprise Financial Inc 570 329 -0,07 14 298 -4,46
2026-04-24 13F Keybank National Association/oh 82 841 -9,95 2 079 -13,81
2026-05-05 13F Cherry Tree Wealth Management, LLC 114 088 -2,22 2 864 -6,44
2026-05-14 13F Strategic Advisors LLC 1 108 104 -0,27 27 813 -4,57
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0 -100,00
2026-05-08 13F McAdam, LLC 25 944 -1,58 651 -5,79
2026-04-27 13F Prasad Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Ambassador Advisors, LLC 21 795 -1,68 547 -5,85
2026-05-12 13F Belvedere Trading LLC 0 -100,00 0
2026-04-08 13F West Financial Advisors, LLC 16 681 -3,62 419 -7,73
2026-04-08 13F Cambridge Financial Group, LLC 174 184 -8,49 4 372 -5,61
2026-05-14 13F Northern Trust Corp 365 380 -11,82 9 171 -15,61
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 9 852 -47,40 280 -43,18
2026-04-16 13F Whitener Capital Management, Inc. 179 198 -7,27 4 498 -11,27
2026-01-20 13F Maryland Capital Advisors Inc. 1 130 -2,67 30 0,00
2026-04-15 13F Verum Partners LLC 16 255 -4,62 408 -8,72
2026-04-27 13F Lodestar Private Asset Management Llc 578 083 -4,04 14 510 -8,18
2026-05-08 13F Guardian Wealth Management, Inc. 44 173 -20,35 1 109 -23,80
2026-05-01 13F Van Cleef Asset Management,Inc 79 668 -6,04 2 000 -10,12
2026-01-27 13F Werba Rubin Papier Wealth Management 0 -100,00 0
2026-05-07 13F Fedenia Advisers LLC 12 768 -0,02 320 -4,19
2026-04-28 13F Stratos Wealth Partners, LTD. 25 655 -4,71 644 -8,92
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 8 304 -57,32 208 -59,22
2026-04-21 13F WT Wealth Management 1 173 635 -1,65 29 458 -5,88
2026-04-09 13F Aletheian Wealth Advisors LLC 25 109 -2,91 630 -5,12
2026-05-05 13F IMC-Chicago, LLC Put 28 200 -23,99 821 -32,15
2026-04-20 13F Fiduciary Alliance LLC 15 790 -14,35 426 -11,80
2026-04-17 13F Weaver Capital Management LLC 88 190 -0,09 2 214 -4,41
2026-01-27 13F Meritage Portfolio Management 60 315 -2,91 1 582 -0,94
2026-04-21 13F New Perspectives, Inc 12 689 -3,06 318 -7,29
2026-05-04 13F Milestones Private Investment Advisors LLC 37 466 -75,70 940 -76,76
2026-04-20 13F Consilium Wealth Advisory, LLC 32 405 -5,99 813 -10,07
2026-04-23 13F Ironwood Wealth Management, LLC. 101 737 -2,11 2 554 -6,35
2026-05-15 13F Capstone Financial Advisors, Inc. 22 871 -1,68 574 -5,90
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 6 595 221 -1,40 165 540 -5,64
2026-02-11 13F Group One Trading, L.p. Put 5 100 -22,73 166 -20,95
2026-04-29 13F United Asset Strategies, Inc. 16 737 -0,13 420 -4,33
2026-04-10 13F Wealth Group Ltd 105 459 -5,04 2 647 -9,10
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-05-11 13F Biltmore Family Office, LLC 7 505 -0,21 188 -4,57
2026-05-14 13F Mission Creek Capital Partners, Inc. 32 780 -1,17 823 -5,52
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-01 13F AF Advisors, Inc. 20 749 -22,97 521 -26,35
2026-04-16 13F Annex Advisory Services, LLC 22 780 -2,28 572 -6,55
2026-05-12 13F Strategic Wealth Partners, Ltd. 18 564 -1,29 466 -5,68
2026-04-17 13F Phil A. Younker & Associates, Ltd. 1 060 992 -6,80 26 631 -10,82
2026-04-07 13F Carolina Wealth Advisors, LLC 6 797 -54,73 171 -56,74
2026-05-01 13F Sachetta, LLC 122 074 -0,07 3 064 -4,37
2026-02-06 13F Global Retirement Partners, LLC 133 214 -7,64 3 494 -5,77
2026-05-08 13F Firestone Capital Management 236 804 -0,72 5 944 -5,00
2026-02-18 13F Financial Advisory Service, Inc. 109 644 -11,79 2 876 -10,02
2026-04-22 13F Gemmer Asset Management LLC 1 118 297 -0,56 28 069 -4,84
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 218 927 -2,04 5 495 -6,26
2026-04-15 13F Ami Investment Management Inc 85 987 -1,48 2 158 -5,72
2026-05-08 13F Align Financial, LLC 14 030 -96,19 352 -4,09
2026-04-09 13F Tompkins Financial Corp 45 532 -0,42 1 143 -4,75
2026-04-17 13F Murphy & Mullick Capital Management Corp 15 908 -3,69 399 -7,85
2026-04-15 13F Apex Wealth Management, LLC 26 552 -19,43 666 -24,40
2026-05-11 13F Blueprint Financial Advisors LLC 157 286 -14,97 3 948 -18,64
2026-05-15 13F Magnolia Capital Advisors Llc 0 -100,00 0
2026-05-05 13F Noesis Capital Mangement Corp 11 055 -3,31 277 -7,36
2026-04-16 13F Aurora Private Wealth, Inc. 10 846 -21,51 0
2026-05-08 13F Glenview Trust Co 8 235 -22,11 207 -25,63
2026-04-14 13F SNS Financial Group, LLC 1 804 465 -0,14 45 292 -4,44
2026-05-01 13F R. W. Roge & Company, Inc. 25 969 -6,93 1
2026-04-22 13F Muirfield Wealth Advisors Llc 28 940 -2,45 726 -6,68
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 286 681 -2,60 7 196 -6,80
2026-02-06 13F Redmont Wealth Advisors Llc 19 -5,00 0
2026-04-30 13F Kestra Advisory Services, LLC 355 039 -13,17 8 911 -16,91
2026-04-22 13F Wilkins Miller Wealth Management, LLC 104 394 -9,94 2 620 -13,82
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-05-13 13F Fsb Premier Wealth Management, Inc. 0 -100,00 0
2026-04-21 13F Pacific Park Financial, Inc. 155 835 -10,04 3 911 -13,91
2026-04-13 13F Arcadia Investment Advisors Llc 236 587 -6,12 5 938 -10,15
2026-05-15 13F Asset Management Group, Inc. 91 489 -3,90 2 296 -8,05
2026-05-13 13F J Hagan Capital, Inc. 13 687 -31,23 344 -34,29
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-04-21 13F Econ Financial Services Corp 0 -100,00 0
2026-05-14 13F Main Management LLC 9 660 -7,89 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 907 -9,84 23 -15,38
2026-02-13 13F 17 Capital Partners, Llc 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 179 621 -3,69 4 508 -7,85
2026-04-30 13F Socha Financial Group, LLC 760 520 -4,88 19 089 -8,98
2026-05-15 13F Reliant Wealth Planning 24 003 -11,72 602 -15,57
2026-05-04 13F Geneos Wealth Management Inc. 32 553 -4,52 817 -8,61
2026-05-12 13F Creative Planning 3 197 065 -16,04 80 246 -19,65
2026-04-07 13F Abacus Planning Group, Inc. 63 216 -25,89 1 587 -29,10
2026-05-06 13F VSM Wealth Advisory, LLC 446 978 -0,81 11 219 -5,08
2026-04-23 13F RIA Advisory Group LLC 19 799 -0,20 497 -4,62
2026-04-28 13F Farnam Financial LLC 187 528 -2,24 4 707 -6,46
2026-05-15 13F Qube Research & Technologies Ltd 7 924 -70,56 199 -71,95
2026-05-12 13F Vista Private Wealth Partners. LLC 23 325 -20,99 663 -5,83
2026-04-20 13F SILVER OAK SECURITIES, Inc 69 915 -7,67 1 755 -12,39
2026-04-14 13F Nbc Securities, Inc. 22 263 -0,99 559 -5,26
2026-04-27 13F PFG Investments, LLC 15 006 -0,28 377 -4,57
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-01 13F Towercrest Capital Management 404 680 -0,91 10 157 -5,18
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Goepper Burkhardt LLC 1 138 014 -1,01 28 564 -5,27
2026-05-12 13F Cahill Financial Advisors Inc 27 260 -18,92 684 -22,36
2026-04-10 13F YHB Investment Advisors, Inc. 105 412 -0,11 2 646 -4,41
2026-05-13 13F Somerset Group LLC 14 032 -8,82 385 -6,11
2026-04-22 13F Aegis Wealth Management LLC 34 357 -1,00 862 -5,27
2026-05-12 13F Disciplined Investors, L.L.C. 333 058 -0,48 8 360 -4,76
2026-05-08 13F Prime Capital Investment Advisors, LLC 394 390 -2,90 9 899 -7,08
2026-05-15 13F/A Independent Financial Group, Llc 14 080 -3,10 353 -7,35
2026-04-21 13F Long Island Wealth Management, Inc. 130 116 -23,64 3 266 -26,94
2026-05-07 13F Northwestern Mutual Wealth Management Co 492 278 -2,43 12 356 -6,63
2026-05-08 13F Gen-Wealth Partners Inc 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 182 454 -0,61 4 580 -4,90
2026-05-06 13F Quadrant Private Wealth Management, LLC 10 354 -0,27 260 -4,78
2026-05-14 13F RMG Wealth Management LLC 50 005 -10,64 1 424 -4,30
2026-04-20 13F Skyline Advisors, Inc. 112 886 -2,78 2 833 -6,96
2026-04-13 13F BKA Wealth Consulting, Inc. 10 179 -8,77 256 -12,67
2026-05-11 13F Catalyst Financial Partners Llc 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 171 600 -40,83 4 307 -43,37
2026-05-01 13F Mission Hills Financial Advisory, LLC 0 -100,00 0
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 614 671 -0,07 15 428 -4,38
2026-05-14 13F Fft Wealth Management Llc 373 629 -0,00 9 378 -4,31
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 45 999 -2,87 1 155 -7,09
2026-04-14 13F Baldwin Brothers Inc/ma 10 750 -0,01 270 -4,27
2026-05-04 13F Avantax Planning Partners, Inc. 51 316 -4,15 1 288 -8,26
2026-04-29 13F Rocky Mountain Advisers, Llc 394 977 -0,13 9 914 -4,44
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-20 13F Segment Wealth Management, LLC 97 666 -1,15 2 451 -5,40
2026-05-14 13F Van Hulzen Asset Management, LLC 15 132 -8,41 380 -12,47
2026-04-27 13F TCI Wealth Advisors, Inc. 0 -100,00 0
2026-04-28 13F RHS Financial, LLC 270 757 -7,11 6 796 -11,11
2026-04-29 13F Strid Group, LLC 8 648 946 -0,78 217 089 -5,05
2026-04-15 13F Elser Financial Planning, Inc 104 795 -0,52 2 631 -4,81
2026-04-09 13F Firethorn Wealth Partners, Llc 52 546 -0,29 1 319 -4,63
2026-04-27 13F S.A. Mason LLC 66 845 -0,42 1 678 -4,72
2026-05-15 13F/A EverSource Wealth Advisors, LLC 45 398 -5,02 1 139 -9,10
2026-05-07 13F Nyl Investors Llc 191 050 -4,27 4 795 -8,39
2026-04-08 13F Archer Investment Management, LLC 121 697 -10,78 3 055 -14,62
2026-05-12 13F Mengis Capital Management, Inc. 41 354 -2,21 1 038 -6,49
2026-05-11 13F Bailard, Inc. 56 274 -4,31 1 412 -8,43
2026-02-09 13F Integrity Alliance, Llc. 0 -100,00 0
2026-05-15 13F Barnes Wealth Management Group, Inc 15 822 -0,03 397 -4,34
2026-04-16 13F Freedom Financial Partners LLC 53 140 -2,81 1 334 -7,04
2026-05-12 13F Waterloo Capital, L.P. 35 765 -6,58 898 -10,66
2026-05-13 13F Brinker Capital Investments, LLC 86 460 -46,64 2 170 -48,94
2026-05-15 13F TCG Advisory Services, LLC 59 609 -4,67 1 496 -8,78
2026-02-17 13F Custos Family Office, LLC 22 503 -0,12 590 1,90
2026-04-13 13F Garrett Investment Advisors LLC 65 359 -2,73 1 641 -6,92
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 80 042 -4,79 2 009 -8,89
2026-05-15 13F GWM Advisors LLC 380 770 -22,56 2 627 -79,63
2026-04-13 13F Compass Ion Advisors, LLC 188 401 -0,66 4 729 -4,95
2026-04-21 13F Wolfstich Capital, LLC 0 -100,00 0
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 217 479 -34,25 5 704 -32,93
2026-04-23 13F Bigelow Investment Advisors, LLC 73 080 -15,46 1 834 -19,10
2026-05-26 13F Ruggaard & Associates LLC 9 887 -3,65 248 -7,81
2026-04-15 13F Hengehold Capital Management Llc 7 722 465 -0,05 193 834 -4,36
2026-05-01 13F Midwest Trust Co 11 888 -7,07 298 -11,04
2026-04-09 13F Pinkerton Retirement Specialists, LLC 277 069 -7,84 7 268 -7,84
2026-05-15 13F Plan A Wealth LLC 0 -100,00 0
2026-04-13 13F Newman Dignan & Sheerar, Inc. 69 974 -0,14 1 756 -4,41
2026-04-28 13F Howe & Rusling Inc 84 967 -3,66 2 133 -7,83
2026-04-20 13F Jfs Wealth Advisors, Llc 298 692 -0,19 7 497 -4,48
2026-05-11 13F Berkshire Asset Management Llc/pa 198 650 -0,46 4 986 -4,74
2026-05-13 13F 49 Wealth Management, Llc 9 672 -7,47 243 -11,68
2026-04-15 13F RCW Management, LLC 283 362 -0,42 7 112 -4,70
2026-04-09 13F CRA Financial Services, LLC 154 250 -5,59 3 872 -9,66
2026-05-04 13F Sterling Group Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 1 351 921 -12,55 33 933 -16,32
2026-04-06 13F IFS Advisors, LLC 0 -100,00 0
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