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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 169 078 | -2,72 | 4 335 | -7,29 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 737 216 | -3,63 | 18 902 | -8,18 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 8 634 | -51,22 | 221 | -53,57 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 23 500 | -4,14 | 603 | -8,65 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 12 769 | -9,44 | 327 | -13,72 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 197 838 | -2,65 | 5 324 | -0,54 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 108 690 | -37,25 | 2 787 | -40,21 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14 888 | -27,43 | 382 | -30,98 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 67 958 | -9,57 | 1 742 | -13,85 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23 246 | -3,90 | 596 | -8,31 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 278 800 | -0,16 | 7 148 | -4,87 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 60 402 | -47,35 | 1 549 | -49,85 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 391 178 | -20,45 | 10 030 | -24,20 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 678 434 | -49,55 | 17 395 | -51,93 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 87 705 | -4,20 | 2 249 | -8,73 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 43 313 | -1,38 | 1 111 | -6,17 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 161 736 | -1,91 | 4 147 | -6,54 | ||||
| 2026-05-05 | 13F | 93 Financial Group, LLC | 76 175 | -0,38 | 1 953 | -5,06 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 108 | -36,09 | 3 | -50,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 79 379 | -1,52 | 2 035 | -6,18 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 19 683 | -5,12 | 505 | -9,68 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 78 688 | -1,13 | 2 018 | -5,79 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 53 631 | -4,05 | 1 375 | -8,58 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 21 293 | -0,00 | 546 | -4,89 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 41 547 | -2,15 | 1 065 | -6,74 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 7 862 | -1,19 | 202 | -6,07 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11 478 | -1,49 | 294 | -6,07 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 40 105 | -0,60 | 1 124 | 3,59 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3 117 | -3,83 | 80 | -9,20 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F | Tenret Co LLC | 177 987 | -3,97 | 4 564 | -8,50 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 57 812 | -0,43 | 1 482 | -5,12 | ||||
| 2026-01-29 | 13F | Comerica Bank | 46 715 | -1,42 | 1 257 | 0,72 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1 303 397 | -3,43 | 33 419 | -7,98 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8 800 | -27,87 | 226 | -31,40 | |||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 12 101 | -14,47 | 310 | -18,42 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 12 983 | -31,46 | 333 | -34,77 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 805 708 | -0,32 | 20 658 | -5,02 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 22 294 | -56,50 | 572 | -58,59 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 73 855 | -0,12 | 1 894 | -4,83 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 340 280 | -2,53 | 8 725 | -7,13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 291 236 | -41,93 | 7 837 | -40,67 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 13 884 | -1,65 | 356 | -6,33 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Attessa Capital LLC | 362 110 | -2,87 | 9 284 | -7,46 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2 097 595 | -1,05 | 53 782 | -5,72 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 18 504 | -0,45 | 474 | -5,20 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 150 654 | -1,00 | 3 863 | -5,67 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 12 658 | -2,57 | 325 | -7,16 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 595 053 | -7,24 | 15 257 | 89 647,06 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 85 125 | -0,53 | 2 183 | -5,21 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 12 768 | -2,59 | 327 | -7,10 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 32 014 | -1,10 | 821 | -5,86 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 94 907 | -5,98 | 2 433 | -10,42 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 30 737 | -38,34 | 788 | -41,24 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 119 574 | -40,38 | 3 066 | -43,20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6 725 389 | -4,79 | 165 020 | -13,20 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 81 260 | -5,78 | 2 084 | -10,22 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 195 003 | -6,16 | 5 000 | -10,60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 30 973 811 | -1,34 | 833 505 | 0,80 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 30 364 | -12,26 | 1 | |||||
| 2026-02-04 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 400 | -49,75 | 11 | -47,62 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 932 919 | -6,58 | 23 920 | -10,99 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 29 484 | -2,71 | 756 | -7,36 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 97 996 | -4,33 | 2 513 | -8,85 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 12 517 | -8,75 | 321 | -13,28 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 212 105 | -0,36 | 5 708 | 1,78 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 353 258 | -0,64 | 9 058 | -5,33 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 68 839 | -19,26 | 1 765 | -23,06 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2 805 728 | -0,82 | 71 939 | -5,50 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 137 921 | -54,77 | 3 536 | -56,91 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 749 | -16,75 | 45 | -21,43 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 17 231 | -31,14 | 442 | -34,47 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 13 700 | -50,53 | 351 | -52,89 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 7 584 | -4,64 | 204 | -2,39 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 156 476 | -0,13 | 4 012 | -4,84 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 160 371 | -12,55 | 4 112 | -16,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11 009 922 | -42,31 | 284 717 | -45,44 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 49 733 | -20,02 | 1 275 | -23,79 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 263 453 | -0,34 | 6 755 | -5,05 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 35 770 | -0,17 | 917 | -4,88 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 36 828 | -13,11 | 944 | -17,19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22 321 | -1,12 | 572 | -5,77 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 26 063 | -9,25 | 668 | -13,47 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1 125 | -16,67 | 29 | -22,22 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 23 875 | -92,34 | 642 | -92,18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 7 681 | -15,97 | 197 | -20,00 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 90 161 | -30,97 | 2 312 | -34,23 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 226 | -96,36 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 21 452 | -2,25 | 550 | -6,78 | ||||
| 2026-05-01 | 13F | Phocas Financial Corp. | 95 994 | -5,07 | 2 461 | -9,56 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 466 364 | -4,97 | 11 958 | -9,46 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 169 595 | -9,48 | 4 348 | -13,75 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 20 006 | -33,91 | 513 | -37,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 333 641 | -5,19 | 8 555 | -9,66 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Lathrop Investment Management Corp | 47 989 | -1,22 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 13 472 | -3,83 | 345 | -8,24 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 45 472 | -5,97 | 1 166 | -10,45 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 815 782 | -1,26 | 21 080 | -5,19 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 67 053 | -18,60 | 1 719 | -22,43 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 15 852 | -0,81 | 406 | -5,58 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 89 830 | -0,26 | 2 303 | -4,95 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 66 614 | -0,05 | 1 708 | -4,80 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 8 789 | -17,31 | 225 | -21,33 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 12 924 | -1,41 | 331 | -5,97 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 25 569 | -0,40 | 656 | -5,07 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 25 346 | -4,22 | 650 | -8,85 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 354 275 | -0,80 | 9 084 | -5,48 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 658 461 | -0,34 | 17 | -5,88 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 368 | -0,54 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 59 557 | -1,81 | 1 527 | -6,55 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 377 338 | -5,42 | 9 675 | -9,89 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 19 408 | -3,37 | 498 | -7,96 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 163 774 | -0,75 | 4 199 | -5,43 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 173 748 | -3,04 | 4 455 | -7,61 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 815 812 | -0,24 | 20 917 | -4,95 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 18 430 | -1,97 | 473 | -6,53 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 413 626 | -3,97 | 10 605 | -8,51 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 60 097 | -1,07 | 1 541 | -5,75 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 240 352 | -6,84 | 6 163 | -11,24 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 31 624 | -2,55 | 851 | -2,52 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 926 419 | -1,97 | 23 753 | -6,59 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 10 152 | -19,86 | 273 | -18,02 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 868 405 | -1,05 | 22 266 | -5,72 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 767 | -11,53 | 20 | -17,39 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 277 209 | -9,32 | 32 748 | -13,60 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 23 865 | -4,02 | 612 | -8,67 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 709 595 | -3,97 | 18 194 | -8,49 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 125 148 | -6,14 | 3 209 | -10,57 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 107 966 | -1,87 | 2 768 | -6,64 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 122 932 | -2,09 | 3 152 | -6,72 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 151 498 | -0,45 | 3 884 | -5,15 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 198 290 | -6,75 | 5 084 | -11,15 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 277 142 | -2,15 | 7 106 | -6,77 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5 669 | -0,53 | 145 | -5,23 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 19 205 | -8,02 | 492 | -12,30 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 185 807 | -3,58 | 4 764 | -8,12 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 34 619 | -11,46 | 888 | -15,68 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 124 349 | -1,07 | 3 188 | -5,74 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 22 841 | -2,97 | 586 | -7,58 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Robbins Farley Llc | 503 | -86,54 | 13 | -88,00 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 13 997 | -10,16 | 359 | -14,56 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 12 369 | -16,10 | 317 | -19,95 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 15 684 | -1,00 | 402 | -5,63 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 421 757 | -2,14 | 10 814 | -6,77 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 14 359 | -6,35 | 368 | -10,68 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 33 216 | -0,89 | 852 | -5,55 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 228 529 | -47,27 | 5 859 | -49,76 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8 289 | -37,54 | 240 | -32,77 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 9 489 | -2,41 | 243 | -6,90 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 53 678 | -11,46 | 1 376 | -15,63 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 259 680 | -0,11 | 7 344 | 4,96 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 12 327 339 | -0,67 | 316 073 | -5,36 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 17 185 | -2,90 | 440 | -7,56 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 24 374 | -3,04 | 625 | -7,69 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 928 543 | -4,41 | 254 568 | -10,06 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 372 118 | -0,41 | 9 541 | -5,10 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 14 406 | -7,14 | 369 | -11,51 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 44 953 | -14,23 | 1 153 | -18,30 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14 005 999 | -0,96 | 359 114 | -5,63 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 301 153 | -8,97 | 7 722 | -13,27 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 15 193 | -0,61 | 390 | -5,35 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 48 235 | -1,57 | 1 237 | -6,22 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 29 534 | -0,64 | 757 | -5,26 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9 521 | -0,71 | 244 | -5,43 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 220 765 | -9,69 | 5 660 | -13,96 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 7 167 | -18,81 | 184 | -22,78 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 480 | -41,68 | 12 | -45,45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 39 417 | -1,71 | 1 011 | -6,39 | ||||
| 2026-01-07 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 14 401 | -9,68 | 369 | -13,99 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 46 761 | -0,06 | 1 199 | -4,85 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 404 108 | -3,92 | 10 361 | -8,46 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 191 639 | -0,25 | 5 | -20,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 60 570 | -1,59 | 1 553 | -8,11 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 153 008 | -10,46 | 3 923 | -14,68 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 55 773 | -5,31 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 15 355 | -1,71 | 394 | -6,43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 522 948 | -2,04 | 13 408 | -6,64 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 76 613 | -0,14 | 1 964 | -4,84 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 154 773 | -4,59 | 3 968 | -9,10 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 1 256 774 | -2,39 | 32 224 | -7,00 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 68 628 | -9,93 | 1 760 | -14,20 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Argent Capital Management Llc | 9 935 | -96,73 | 255 | -96,90 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 261 172 | -1,76 | 6 696 | -6,40 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11 136 | -30,32 | 286 | -33,72 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 113 715 | -32,85 | 2 916 | -36,03 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 856 721 | -24,96 | 21 966 | -28,50 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1 861 871 | -13,31 | 47 738 | -17,40 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 10 653 | -2,73 | 273 | -7,14 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 118 211 | -3,66 | 3 031 | -8,21 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 29 157 | -0,84 | 748 | -5,56 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 176 163 | -0,19 | 4 517 | -4,91 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 153 527 | -0,16 | 3 936 | -4,88 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2 176 358 | -1,62 | 55 802 | -6,27 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 832 885 | -5,56 | 21 355 | -10,01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 15 711 | -1,13 | 403 | -5,85 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 273 018 | -1,96 | 7 000 | -6,58 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 20 357 | -9,17 | 522 | -13,60 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 13 397 | -1,09 | 343 | -5,77 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 137 747 | -3,32 | 3 532 | -7,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 60 465 | -0,86 | 1 550 | -5,55 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 40 974 | -5,06 | 1 051 | -9,56 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 28 762 | -2,10 | 839 | 5,41 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8 390 | -6,96 | 215 | -11,16 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 156 669 | -3,54 | 4 017 | -8,08 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 382 254 | -27,42 | 9 801 | -30,85 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 10 878 | -6,21 | 279 | -10,90 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 5 632 258 | -8,66 | 144 411 | -12,98 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 32 790 | -3,08 | 924 | 1,43 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 59 807 | -2,76 | 1 533 | -7,37 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 64 562 | -1,75 | 1 655 | -6,39 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1 884 | -49,11 | 48 | -51,52 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 16 274 | -2,16 | 417 | -6,71 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 26 180 | -1,20 | 671 | -5,89 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 15 999 | -8,45 | 410 | -12,77 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10 013 | -8,26 | 257 | |||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 808 391 | -0,29 | 20 727 | -5,00 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 66 019 | -3,53 | 1 693 | -8,09 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 10 706 | -84,53 | 275 | -85,28 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 7 748 | -39,68 | 199 | -42,61 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 8 901 | -4,49 | 228 | -8,80 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 142 047 | -8,77 | 3 642 | -13,06 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 111 785 | -0,30 | 2 866 | -5,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 033 | -42,21 | 52 | -44,68 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 388 600 | -1,86 | 9 964 | -6,49 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 145 173 | -0,12 | 3 722 | -4,83 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 28 133 | -30,43 | 721 | -33,73 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 247 689 | -0,16 | 6 834 | 1,35 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 69 008 | -0,81 | 1 769 | -5,50 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 36 527 | -7,04 | 937 | -11,45 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 196 855 | -5,44 | 5 047 | -9,91 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 519 178 | -3,67 | 13 312 | -8,22 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 83 323 | -4,07 | 2 136 | -8,60 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2 426 254 | -1,89 | 62 209 | -6,52 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1 931 755 | -2,71 | 49 530 | -7,30 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3 117 | -94,87 | 80 | -95,17 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 688 | -16,71 | 18 | -22,73 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 44 948 | -31,24 | 1 152 | -34,47 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1 124 711 | -1,82 | 28 838 | -6,45 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 13 216 | -4,77 | 339 | -9,38 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 105 304 | -1,60 | 2 834 | 0,53 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 123 729 | -2,45 | 3 172 | -7,06 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 69 438 | -4,54 | 1 869 | -2,45 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 150 844 | -0,37 | 3 868 | -5,08 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 9 318 | -2,84 | 239 | -7,75 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 95 828 | -18,24 | 2 457 | -22,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 90 718 | -2,49 | 2 326 | -7,07 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 15 526 | -0,20 | 398 | -4,78 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 446 063 | -2,79 | 11 437 | -7,38 | ||||
| 2026-04-21 | 13F | Creekside Partners | 167 965 | -1,41 | 4 307 | -6,06 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 93 587 | -2,83 | 2 400 | -7,41 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 831 190 | -0,80 | 21 312 | -5,48 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 21 839 | -3,81 | 622 | 1,97 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 19 724 | -2,49 | 506 | -7,17 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 773 | -3,25 | 20 | -9,52 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 73 574 | -0,28 | 1 886 | -4,99 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13 938 | -3,81 | 357 | -8,23 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 9 581 | -22,01 | 246 | -25,76 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 54 981 | -1,02 | 1 410 | -5,69 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 4 424 | -3,55 | 119 | -0,83 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 89 434 | -4,70 | 2 393 | -5,23 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 10 053 | -2,17 | 299 | 7,94 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Adams Wealth Management | 2 108 404 | -0,32 | 54 059 | -5,03 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1 343 042 | -8,81 | 34 436 | -13,11 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 3 306 092 | -3,34 | 84 768 | -7,90 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 135 154 | -57,10 | 3 465 | -59,12 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 99 791 | -22,91 | 2 559 | -26,56 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 10 706 | -23,06 | 275 | -26,74 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 5 294 584 | -0,12 | 135 753 | -4,84 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 200 703 | -8,14 | 5 146 | -12,47 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 66 560 | -72,45 | 1 707 | -73,76 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 95 539 | -0,01 | 2 450 | -4,75 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 131 523 | -2,18 | 3 372 | -6,80 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10 435 | -12,46 | 268 | -16,56 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 6 944 | -0,20 | 178 | -4,81 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3 184 837 | -0,99 | 81 659 | -5,66 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 43 469 | -92,04 | 1 115 | -92,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 97 305 | -46,50 | 2 495 | -49,04 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 153 810 | -5,83 | 3 944 | -10,28 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 28 600 | -0,18 | 733 | -4,93 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 238 323 | -31,60 | 6 111 | -34,83 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 660 | -7,82 | 17 | -15,79 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 43 951 | -0,26 | 1 127 | -4,98 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 12 481 | -76,58 | 320 | -77,67 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 24 367 | -6,92 | 625 | -11,36 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 43 056 | -0,30 | 1 104 | -5,08 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 501 436 | -2,37 | 38 497 | -6,98 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 18 571 | -0,01 | 476 | -4,61 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 224 944 | -2,84 | 5 768 | -7,43 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 27 977 | -23,93 | 717 | -27,50 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 35 577 | -0,04 | 912 | -4,70 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 194 382 | -14,52 | 4 984 | -18,57 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1 735 166 | -0,56 | 44 490 | -5,26 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8 215 | -55,53 | 211 | -57,75 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 60 727 | -0,49 | 1 557 | -5,18 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 1 327 249 | -2,07 | 34 031 | -6,69 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 11 021 | -2,42 | 283 | -6,93 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 861 938 | -2,21 | 47 759 | -6,79 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 38 933 | -57,36 | 970 | -60,50 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 93 740 | -2,89 | 2 403 | -7,47 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 14 570 | -3,45 | 368 | -9,36 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 9 179 | -2,47 | 235 | -7,11 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 201 785 | -1,41 | 5 378 | -3,66 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 9 780 | -19,66 | 251 | -23,55 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 250 522 | -4,42 | 6 423 | -8,93 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 691 254 | -5,49 | 17 686 | -10,15 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 179 447 | -1,67 | 4 601 | -6,29 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Envision Financial LLC | 481 592 | -1,19 | 12 348 | -5,85 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4 368 968 | -1,51 | 112 020 | -6,15 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 9 459 | -1,05 | 243 | -5,84 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 44 825 | -63,04 | 1 149 | -64,79 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 1 909 | -17,93 | 49 | -22,58 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 1 008 736 | -1,01 | 25 864 | -5,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 188 916 | -3,93 | 4 844 | -8,47 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 17 625 | -0,39 | 452 | -5,25 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 44 477 | -2,11 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 726 629 | -15,75 | 44 271 | -19,72 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 221 265 | -6,40 | 5 673 | -10,82 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 79 770 | -5,76 | 2 045 | -10,19 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 3 521 321 | -25,82 | 90 287 | -29,32 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 445 910 | -2,45 | 11 433 | -7,05 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 342 298 | -3,42 | 8 777 | -7,98 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 120 346 | -4,67 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5 192 173 | -0,19 | 133 127 | -4,90 | ||||
| 2026-05-04 | 13F | Nwam Llc | 18 815 | -1,21 | 482 | -7,31 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 30 575 | -8,31 | 784 | -12,71 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 778 858 | -0,17 | 19 970 | -4,89 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 787 533 | -1,20 | 20 192 | -5,86 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 3 312 | -1,60 | 85 | -6,67 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 35 476 | -0,08 | 910 | -4,82 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 7 931 | -2,36 | 203 | -6,88 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 43 919 | -3,15 | 1 126 | -7,70 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40 994 | -44,39 | 1 051 | -47,00 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 54 663 | -1,23 | 1 402 | -7,40 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 428 054 | -1,97 | 10 975 | -6,15 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 40 788 | -0,29 | 1 046 | -5,00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 63 252 | -4,43 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11 371 | -5,99 | 292 | -10,46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 658 631 | -7,86 | 16 887 | -12,21 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 561 495 | -7,05 | 14 397 | -11,44 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 43 332 | -2,03 | 1 166 | 0,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7 538 416 | -2,06 | 193 285 | -6,68 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 327 257 | -0,18 | 8 391 | -4,90 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 23 789 | -5,07 | 610 | -9,64 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 14 892 | -9,15 | 382 | -13,61 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 28 551 | -5,75 | 732 | -10,18 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1 413 731 | -0,45 | 36 248 | -5,15 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 149 708 | -60,47 | 3 839 | -62,34 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 10 431 | -8,29 | 267 | -12,75 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 128 823 | -26,98 | 3 303 | -30,42 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 158 784 | -30,48 | 4 273 | -28,99 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 57 009 | -1,29 | 1 462 | -5,98 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1 103 450 | -0,48 | 28 292 | -5,17 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 13 931 | -0,29 | 357 | -4,80 | ||||
| 2026-04-14 | 13F | Flower City Capital | 125 913 | -0,73 | 3 228 | -5,42 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 89 940 | -8,43 | 2 306 | -12,72 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 36 689 | -25,69 | 941 | -29,22 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 16 410 | -15,56 | 421 | -19,54 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 75 063 | -5,83 | 1 925 | -10,30 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 255 571 | -3,84 | 6 553 | -8,39 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1 043 918 | -26,31 | 26 766 | -29,79 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 9 590 | -3,03 | 246 | -7,89 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 347 632 | -18,47 | 8 913 | -22,31 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 86 630 | -5,48 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 216 516 | -0,31 | 5 551 | -5,01 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 3 785 | -10,77 | 97 | -14,91 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 43 152 | -3,27 | 1 106 | -7,83 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 274 068 | -0,30 | 7 027 | -5,00 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 27 900 | -2,08 | 715 | -6,66 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 403 164 | -5,35 | 10 337 | -9,82 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 662 085 | -1,28 | 16 976 | -5,94 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 118 679 | -40,94 | 3 043 | -48,87 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 120 342 | -9,01 | 3 086 | -13,32 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 236 815 | -0,18 | 6 072 | -4,90 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 467 675 | -0,16 | 11 991 | -4,87 | ||||
| 2026-05-01 | 13F | American Trust | 20 194 | -23,16 | 518 | -26,87 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 225 731 | -3,06 | 5 788 | -7,63 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 344 613 | -2,98 | 8 836 | -7,56 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 78 268 | -0,25 | 2 007 | -4,97 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 20 836 | -8,07 | 534 | -12,32 | ||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 15 415 | -11,76 | 395 | -15,96 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1 262 181 | -11,63 | 32 362 | -15,80 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 20 585 | -0,48 | 554 | 1,65 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 511 149 | -17,31 | 13 106 | -21,21 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1 446 603 | -3,33 | 37 091 | -7,89 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 4 885 976 | -21,40 | 125 276 | -25,11 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 54 642 | -0,14 | 1 401 | -4,82 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 12 030 | -5,99 | 308 | -10,47 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 004 368 | -13,78 | 77 030 | -17,85 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 912 | -9,32 | 2 562 | -13,63 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 23 761 | -58,14 | 609 | -60,12 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 61 746 | -0,01 | 1 583 | -4,70 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 10 516 | -84,76 | 270 | -85,51 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 23 132 | -6,34 | 593 | -10,69 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 850 727 | -6,99 | 21 813 | -11,38 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 17 051 | -7,21 | 437 | -11,54 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 123 908 | -45,49 | 3 177 | -48,05 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 99 954 | -48,31 | 2 563 | -45,88 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 660 502 | -11,94 | 18 466 | -7,64 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 557 | -4,05 | 66 | -8,45 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4 829 | -25,07 | 124 | -28,90 | ||||
| 2026-04-16 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | SWS Partners | 278 445 | -7,05 | 7 139 | -11,44 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 100 569 | -1,49 | 2 579 | -6,15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 28 794 | -27,12 | 738 | -30,57 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25 562 | -1,46 | 705 | 1,00 | ||||
| 2026-04-14 | 13F | Lawood & Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 53 156 | -0,85 | 1 363 | -5,55 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 34 290 | -29,16 | 879 | -32,49 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 7 457 977 | -1,77 | 191 223 | -6,41 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 17 296 | -1,04 | 443 | -5,74 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 15 801 | -1,14 | 405 | -5,81 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 150 735 | -2,40 | 3 865 | -7,00 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 418 104 | -1,37 | 11 444 | -1,73 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 335 208 | -5,34 | 8 595 | -9,81 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 163 514 | -3,50 | 4 193 | -8,05 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Rhl Group, Llc | 157 | -99,78 | 4 | -99,79 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 440 537 | -1,12 | 11 295 | -5,78 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1 222 961 | -3,84 | 33 974 | -0,73 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 59 199 | -5,18 | 1 518 | -9,70 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 10 885 | -5,39 | 279 | -9,71 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 917 699 | -4,21 | 23 530 | -8,73 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 22 820 | -23,30 | 585 | -26,87 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 38 714 | -0,10 | 993 | -4,80 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 257 991 | -4,52 | 6 615 | -9,04 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 78 534 | -1,03 | 2 014 | -5,71 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 152 179 | -13,22 | 3 902 | -15,54 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 11 407 | -1,80 | 292 | -6,41 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 150 791 | -4,52 | 3 866 | -9,01 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 34 596 | -9,72 | 887 | -13,97 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 85 273 | -6,71 | 2 295 | -4,69 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CacheTech Inc. | 2 256 916 | -1,87 | 57 867 | -6,50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 289 648 | -2,52 | 7 427 | -7,12 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 35 655 | -7,75 | 914 | -12,12 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 613 359 | -4,55 | 15 727 | -9,05 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 502 045 | -1,85 | 12 872 | -6,48 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 052 984 | -6,86 | 26 999 | -11,26 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 8 159 | -6,85 | 209 | -11,06 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 16 871 | -3,19 | 433 | -7,69 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 251 099 | -0,14 | 6 438 | -4,85 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 111 911 | -1,90 | 2 869 | -6,52 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 12 394 | -14,77 | 318 | -18,93 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 1 458 | -0,48 | 37 | -5,13 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 149 392 | -1,06 | 3 830 | -5,53 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 58 354 | -0,53 | 1 496 | -5,20 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1 005 | -95,89 | 26 | 4,17 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 17 615 | -0,87 | 452 | -5,65 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1 078 998 | -0,15 | 27 665 | -4,86 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 556 304 | -28,67 | 14 264 | -32,04 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 885 800 | -2,02 | 22 712 | -6,65 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 113 379 | -1,54 | 2 907 | -6,17 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 30 655 | -1,79 | 786 | -6,44 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 369 994 | -8,05 | 9 | -10,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 223 921 | -0,04 | 31 381 | -4,76 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 179 336 | -0,64 | 4 598 | -5,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 157 329 | -2,08 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 097 360 | -6,51 | 53 776 | -10,92 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 76 644 | -1,02 | 1 965 | -5,66 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 594 346 | -1,98 | 15 239 | -6,60 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 504 421 | -1,54 | 12 933 | -6,19 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 19 175 | -29,97 | 492 | -33,29 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 526 606 | -3,68 | 13 502 | -8,22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 168 529 | -0,29 | 4 321 | -4,99 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 199 959 | -10,86 | 5 127 | -15,08 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 57 838 | -26,66 | 1 483 | -30,16 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 141 707 | -6,59 | 3 633 | -11,00 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 9 719 | -4,67 | 249 | -9,12 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 26 842 | -2,96 | 688 | -7,53 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 145 061 220 | -27,86 | 3 719 346 | -31,27 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 12 031 | -0,60 | 308 | -5,23 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 64 991 | -1,78 | 1 666 | -6,40 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 18 493 | -57,01 | 474 | -59,35 | ||||
| 2026-05-12 | 13F | Creative Planning | 82 270 037 | -1,84 | 2 109 404 | -6,47 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 85 300 | -77,90 | 2 187 | -78,94 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 8 389 | -56,51 | 215 | -58,65 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 84 342 | -2,55 | 2 163 | -7,17 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 12 945 | -6,74 | 332 | -11,26 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 411 225 | -65,34 | 10 544 | -66,98 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 88 611 | -1,15 | 2 272 | -5,85 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 2 176 358 | -1,62 | 55 802 | -6,27 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 29 135 | -0,68 | 747 | -5,32 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11 093 | -66,95 | 284 | -68,55 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 103 728 | -2,04 | 2 660 | -6,67 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 184 945 | -5,02 | 5 363 | 12,69 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 219 367 | -1,00 | 6 | 0,00 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 27 094 | -31,52 | 695 | -34,77 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 160 379 | -5,45 | 4 112 | -9,90 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 36 304 | -3,10 | 931 | -7,74 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 24 387 | -2,72 | 625 | -7,27 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 364 892 | -12,61 | 9 356 | -16,73 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 269 483 | -10,41 | 6 910 | -14,64 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 30 043 | -1,55 | 770 | -6,21 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8 900 665 | -11,05 | 228 213 | -15,24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 28 496 | -24,26 | 731 | -27,87 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 472 233 | -18,49 | 12 691 | -18,60 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 195 687 | -81,27 | 5 017 | -82,16 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 17 818 | -1,23 | 457 | -5,98 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 156 391 | -4,32 | 4 010 | -8,84 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2 367 | -98,80 | 69 | -98,80 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 31 769 | -0,47 | 815 | -5,13 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 9 274 544 | -2,30 | 237 799 | -6,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16 478 | -79,02 | 422 | -80,03 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 241 326 | -1,78 | 6 188 | -6,41 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 730 585 | -10,19 | 18 732 | -14,43 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 1 452 739 | -0,25 | 37 | -5,13 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 248 991 | -0,15 | 6 384 | -4,86 | ||||
| 2026-05-11 | 13F | Sherwood Financial Partners, LLC | 1 372 684 | -2,25 | 35 196 | -6,87 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Lesa Sroufe & Co | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | RHS Financial, LLC | 64 282 | -22,58 | 1 648 | -26,23 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 11 594 | -21,60 | 297 | -25,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 514 975 | -14,33 | 40 768 | 88 523,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 19 397 | -6,86 | 497 | -11,25 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 292 876 | -0,22 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 84 152 | -9,13 | 2 158 | -13,44 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 57 177 | -9,63 | 1 539 | 10,17 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 59 929 | -0,58 | 1 537 | -6,40 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 18 290 | -10,44 | 469 | -14,75 | ||||
| 2026-03-17 | 13F | U S Wealth Group, Llc. | 221 950 | -1,90 | 5 973 | 0,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 62 244 | -5,88 | 1 596 | -10,34 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 33 807 | -12,53 | 867 | -16,73 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 11 586 | -16,14 | 297 | -19,95 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 134 137 | -0,98 | 3 439 | -5,68 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 87 304 | -3,90 | 2 238 | -8,43 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 67 695 | -4,74 | 1 736 | -9,26 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 167 463 | -5,27 | 4 294 | -9,75 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 1 426 767 | -6,06 | 36 582 | -10,49 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 7 924 | -21,13 | 203 | -24,81 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 132 717 | -0,51 | 3 403 | -5,21 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 213 765 | -0,74 | 5 481 | -5,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 20 900 | -26,15 | 536 | -29,70 | |||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 2 564 300 | -3,51 | 65 749 | -8,06 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 125 275 | -45,70 | 28 852 | -48,26 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 27 686 | -47,60 | 710 | -50,11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 36 210 | -6,38 | 928 | -10,77 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1 646 543 | -2,89 | 42 217 | -7,47 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 176 916 | -8,01 | 4 536 | -12,35 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 285 839 | -6,20 | 7 329 | -10,63 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1 257 287 | -3,86 | 33 834 | -1,78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 395 392 | -11,41 | 674 | -94,40 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 137 000 | -0,16 | 3 513 | -4,88 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 792 079 | -2,00 | 20 309 | -6,63 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 777 851 | -2,72 | 19 944 | -7,31 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 23 108 501 | -3,05 | 592 502 | -7,63 | ||||
| 2026-05-08 | 13F | Leisure Capital Management | 578 955 | -9,64 | 14 844 | -13,91 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1 406 337 | -3,84 | 37 845 | -3,84 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 111 354 | -3,04 | 2 855 | -7,61 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 8 333 483 | -1,33 | 213 671 | -5,99 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 74 992 | -0,20 | 1 923 | -4,95 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 108 999 | -3,03 | 2 795 | -7,61 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 11 102 | -6,23 | 285 | -10,69 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 12 655 | -1,46 | 324 | -6,09 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 128 096 | -4,43 | 3 284 | -8,93 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 97 767 | -0,73 | 2 507 | -5,65 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 685 095 | -8,87 | 17 566 | -13,17 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 20 320 | -35,46 | 521 | -38,49 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 142 872 | -1,30 | 3 663 | -5,96 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 4 160 348 | -1,30 | 106 671 | -5,95 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 237 826 | -0,38 | 6 098 | -5,09 |
