SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF – Własność instytucjonalna – Sprzedawcy

SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
US ˙ ARCA ˙ US78464A5083

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
(%)
2026-05-08 13F Fortis Group Advisors, LLC 7 652 -32,59 458 -30,61
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 3 293 -0,87 186 -1,06
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 812 663 -10,18 46 -11,76
2026-04-17 13F Certified Advisory Corp 39 836 -7,20 2 254 -7,59
2026-04-17 13F BCS Wealth Management 197 332 -45,58 11 165 -45,80
2026-04-27 13F Acute Investment Advisory, Llc 4 204 -42,24 238 -42,62
2026-04-08 13F KWB Wealth 1 627 559 -7,11 92 462 -7,11
2026-04-28 13F Tempus Wealth Planning, LLC 20 870 -1,77 1 181 -2,24
2026-05-08 13F Equity Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 13 237 -20,49 749 -20,85
2026-04-27 13F Colonial River Wealth Management, LLC 6 674 -21,42 378 -21,78
2026-05-08 13F TPG Financial Advisors, LLC 377 859 -0,03 21 379 -0,43
2026-04-30 13F Colton Groome Financial Advisors, Llc 40 042 -6,15 2 266 -6,52
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 13 898 -2,33 786 -2,72
2026-04-21 13F Dougherty Wealth Advisers LLC 4 340 -5,24 246 -5,77
2026-05-13 13F Cynosure Management, Llc 246 155 -33,59 13 927 -33,86
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-05-07 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 25 321 -8,67 1 433 -9,08
2026-05-11 13F Destiny Capital Corp/CO 368 536 -0,46 20 852 -0,86
2026-05-12 13F Tiaa Trust, National Association 138 447 -96,33 7 833 -96,35
2026-05-08 13F NewSquare Capital LLC 161 386 -1,15 9 131 -1,55
2026-04-16 13F Sterling Investment Counsel, LLC 4 970 -20,06 281 -20,40
2026-04-27 13F Oarsman Capital, Inc. 7 739 -8,36 438 -8,77
2026-05-20 13F/A Arete Wealth Advisors, LLC 82 370 -38,67 4 656 66 414,29
2026-05-12 13F WCG Wealth Advisors LLC 60 280 -21,04 3 411 -21,37
2026-04-27 13F Sound Income Strategies, LLC 1 000 -49,08 57 -50,88
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 815 592 -39,72 42 688 -38,22
2026-05-11 13F Arrow Financial Corp 781 325 -0,24 44 207 -0,64
2026-05-04 13F Retirement Planning Group 320 005 -1,23 18 106 -1,64
2026-04-29 13F Cordatus Wealth Management LLC 52 139 -0,05 2 950 -0,44
2026-05-18 13F Graney & King, LLC 22 467 -0,99 1 271 -1,40
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-14 13F Twelve Points Wealth Management LLC 6 396 -0,06 362 -2,96
2026-05-01 13F Advisors Capital Management, LLC 18 364 -12,11 1 039 -12,47
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 11 470 -36,00 649 -36,35
2026-02-10 13F Continuum Advisory, LLC 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 32 000 -0,01 1 811 -0,44
2026-04-20 13F Centennial Wealth Advisory LLC 142 670 -1,98 8 072 -2,37
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 40 518 -5,95 2 292 -6,33
2026-05-12 13F M Holdings Securities, Inc. 0 -100,00 0
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 5 464 -5,32 309 -5,50
2026-01-14 13F ORG Partners LLC 8 774 -0,75 498 1,84
2026-04-29 13F KERR FINANCIAL PLANNING Corp 166 -46,28 10 -47,06
2026-05-15 13F Hunting Hill Global Capital, LLC 41 363 -66,68 2 340 -66,81
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Liberty Atlantic Advisors LLC 8 348 -10,36 472 -10,78
2026-05-04 13F Stirlingshire Investments, Inc. 4 004 -5,43 227 -5,83
2026-05-06 13F Ceera Investments, Llc 79 430 -6,95 4 494 -7,32
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 14 102 -3,42 798 -3,86
2026-05-01 13F Associated Banc-corp 0 -100,00 0
2026-05-13 13F Natixis Advisors, L.p. 24 253 -53,49 1 -50,00
2026-04-07 13F Hobart Private Capital, LLC 309 686 -7,49 17 522 -7,86
2026-05-14 13F Venture Visionary Partners LLC 5 091 -28,88 288 -29,06
2026-04-17 13F Monticello Wealth Management, Llc 141 486 -3,51 8 005 -3,90
2026-05-12 13F Rsm Us Wealth Management Llc 14 956 -0,64 843 -1,98
2026-04-13 13F Reston Wealth Management Llc 208 171 -6,15 11 778 -6,53
2026-04-28 13F Fortune 45 LLC 10 455 -21,08 592 -21,62
2026-05-13 13F American Investment Services, Inc. 58 647 -1,02 3 318 -1,43
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 6 013 -49,07 340 -49,25
2026-05-13 13F BlackRock, Inc. 69 980 -80,67 3 959 -80,75
2026-05-01 13F Rossmore Private Capital 10 693 -11,58 605 -11,94
2026-04-14 13F Amicus Financial Advisors, LLC 4 701 -8,27 266 -8,93
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-27 13F New England Capital Financial Advisors LLC 202 384 -3,25 11 451 -3,64
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 9 692 -1,04 548 -1,44
2026-04-21 13F Financial Council Asset Management Inc 224 052 -0,96 12 677 -1,36
2026-02-02 13F Balentine LLC 0 -100,00 0
2026-05-04 13F Innealta Capital, Llc 44 798 -0,00 2 535 -0,43
2026-05-15 13F KM Capital Management Ltd. 12 592 -26,71 758 -22,44
2026-05-07 13F Koss-Olinger Consulting, LLC 118 132 -82,92 6 684 -82,99
2026-04-29 13F IAG Wealth Partners, LLC 101 958 -2,56 5 769 -2,96
2026-05-14 13F Fortis Advisors, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 6 740 -32,21 381 -32,45
2026-04-09 13F Lantz Financial LLC 14 008 -0,94 793 -1,37
2026-04-15 13F AlphaStar Capital Management, LLC 1 953 318 -15,79 110 519 -16,13
2026-05-15 13F Alliancebernstein L.p. 7 094 -3,31 403 -3,12
2026-05-12 13F M&t Bank Corp 161 133 -10,11 9 117 -10,48
2026-02-04 13F Legacy Financial Advisors, Inc. 0 -100,00 0
2026-04-02 13F Byrne Asset Management LLC 172 -2,82 50 -19,35
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-04-14 13F Drive Wealth Management, Llc 10 278 -7,70 582 -8,07
2026-04-27 13F Victory Financial Group, Llc 0 -100,00 0
2026-05-01 13F Hills Bank & Trust Co 248 701 -58,60 14 072 -58,77
2026-04-23 13F Fortitude Financial, LLC 5 727 -12,78 324 -13,14
2026-05-15 13F Ballast, Inc. 6 331 -2,09 358 -2,45
2026-04-23 13F SMART Wealth LLC 4 944 -29,02 280 -29,37
2026-05-11 13F Nomura Asset Management Co Ltd 97 775 -6,48 5 532 -6,85
2026-05-14 13F Betterment LLC 2 247 354 -3,59 127 -3,79
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-22 13F Goodman Advisory Group, LLC 322 865 -6,03 18 268 -6,41
2026-04-24 13F United Community Bank 128 -51,52 7 -50,00
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0
2026-04-22 13F Foundation Wealth Management, LLC\PA 42 368 -0,24 2 397 -0,62
2026-05-04 13F Wealthgarden F.s. Llc 55 484 -11,75 3 139 -14,14
2026-04-24 13F Lynx Investment Advisory 5 889 -26,42 333 -26,65
2026-05-05 13F IMC-Chicago, LLC 7 602 -28,28 430 -28,57
2026-04-08 13F Inspirion Wealth Advisors, Llc 300 108 -38,96 16 980 -39,20
2026-04-21 13F Old Second National Bank Of Aurora 7 189 -2,32 407 -2,87
2026-04-06 13F CX Institutional 307 056 -6,18 17 -5,56
2026-04-15 13F Riversedge Advisors, Llc 458 387 -1,57 25 936 -1,97
2026-04-21 13F Wallace Advisory Group, LLC 10 970 -8,99 621 -9,36
2026-05-13 13F Mariner, LLC 2 094 975 -0,65 118 533 -1,06
2026-05-21 13F Raab & Moskowitz Asset Management LLC 53 893 -0,93 3 049 -1,33
2026-05-05 13F Collaborative Wealth Managment Inc. 105 937 -44,89 5 994 -45,12
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 39 965 -0,90 2 261 -1,27
2026-04-28 13F Fortis Capital Advisors, LLC 87 591 -10,97 4 956 -11,34
2026-05-11 13F Integrity Advisory Solutions, LLC 3 997 -21,24 226 -21,53
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 7 627 -5,57 432 -5,90
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-05-06 13F Alteri Wealth LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 13 090 -20,04 741 -20,43
2026-04-22 13F Asset Allocation Strategies LLC 8 683 -90,93 491 -90,97
2026-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-05-15 13F Hancock Whitney Corp 5 195 -10,37 305 -7,60
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-13 13F Argent Trust Co 20 336 -2,87 1 151 -3,28
2026-05-14 13F Pinnacle Family Advisors, LLC 0 -100,00 0
2026-02-05 13F Atlas Private Wealth Advisors 0 -100,00 0
2026-04-28 13F Cobblestone Asset Management LLC 215 250 -11,45 12 179 -11,81
2026-02-04 13F AIFG Consultants Ltd. 14 414 -1,26 819 1,36
2026-04-10 13F Harbor Group, Inc. 485 270 -1,11 27 457 -1,51
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4 025 -1,42 228 -1,73
2026-04-17 13F Boston Private Wealth Llc 17 922 -64,53 1 014 -64,67
2026-05-07 13F Centerpoint Advisors, LLC 20 178 -0,85 1 0,00
2026-04-29 13F Advance Capital Management, Inc. 11 980 -13,43 678 -13,87
2026-05-04 13F Copia Wealth Management 53 204 -24,61 3 010 -24,92
2026-05-15 13F Cresset Asset Management, LLC 180 147 -4,09 10 193 -4,48
2026-05-07 13F Lowe Brockenbrough & Co Inc 15 628 -1,54 884 -1,89
2026-04-23 13F Impact Partnership Wealth, LLC 12 127 -18,94 686 -19,20
2026-05-11 13F Investments & Financial Planning, LLC 10 217 -0,17 578 -0,52
2026-02-17 13F Claro Advisors LLC 0 -100,00 0
2026-04-13 13F Thayer Financial, L.L.C. 29 477 -0,70 1 668 -1,13
2026-05-05 13F Wagner Wealth Management, Corp 20 362 -63,70 1 152 -63,85
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-08 13F Accel Wealth Management 4 139 -8,47 234 -8,59
2026-05-13 13F Strategic Financial Concepts, LLC 10 817 -6,29 612 -6,56
2026-05-11 13F Wrapmanager Inc 110 342 -4,20 6 243 -4,59
2026-05-14 13F Trustmark National Bank Trust Department 7 535 -10,91 426 -11,25
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-05-12 13F Chicago Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 588 967 -2,26 33 324 -2,65
2026-02-13 13F Seven Mile Advisory 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Lowery Thomas, Llc 16 276 -2,03 921 -2,44
2026-04-02 13F Noble Wealth Management PBC 2 265 -2,20 128 -2,29
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 250 -45,89 14 -46,15
2026-05-11 13F Pecaut & Co. 177 439 -5,95 10 039 -6,34
2026-04-22 13F Pinnacle Bancorp, Inc. 9 429 -2,93 533 -3,27
2026-05-08 13F Blair William & Co/il 26 784 -10,00 1 515 -10,36
2026-05-13 13F Syon Capital Llc 9 246 -16,84 523 -17,12
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-15 13F Third View Private Wealth, LLC 25 129 -11,55 1 422 -11,96
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 9 534 -72,85 539 -72,98
2026-05-29 13F Mullaney, Keating & Wright, Inc. 6 956 -10,38 394 -10,68
2026-04-15 13F Braun-Bostich & Associates Inc. 116 324 -13,96 6 582 -14,31
2026-02-23 13F Forthright Family Wealth Advisory LLC 0 -100,00 0
2026-04-15 13F Buttonwood Financial Group, LLC 185 273 -2,72 10 483 -5,46
2026-04-17 13F Essex Savings Bank 5 800 -0,80 328 -1,20
2026-05-15 13F Glen Eagle Advisors, LLC 60 360 -2,83 3 415 -3,23
2026-04-14 13F Retirement Management Systems Inc. 141 132 -25,94 7 985 -26,24
2026-04-29 13F Strategic Blueprint, LLC 5 313 -32,62 301 -32,89
2026-05-13 13F Freestone Capital Holdings, LLC 52 898 -31,32 2 993 -31,61
2026-04-29 13F Cary Street Partners Financial Llc 216 757 -2,68 12 264 -3,07
2026-05-15 13F Toroso Investments, LLC 20 578 -0,37 1 164 -0,77
2026-04-24 13F Smithbridge Asset Management Inc/de 208 899 -44,53 11 819 -44,76
2026-05-15 13F Royal Bank Of Canada 4 298 247 -28,42 243 194 -28,71
2026-05-13 13F Bank Of Montreal /can/ 11 796 -44,04 667 -44,28
2026-04-20 13F Breakwater Capital Group 48 194 -2,82 2 727 -3,23
2026-04-22 13F Oak Harvest Investment Services 178 403 -5,10 10 094 -5,48
2026-05-05 13F Ackerman Capital Advisors, LLC 411 446 -1,36 23 280 -1,76
2026-04-24 13F Bayban 3 917 -12,21 222 -12,65
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 5 683 -0,68 322 -1,23
2026-05-13 13F Brinker Capital Investments, LLC 31 668 -57,48 1 792 -57,67
2026-05-14 13F Advisory Alpha, LLC 4 945 272 -12,35 279 806 -12,70
2026-05-14 13F We Are One Seven, LLC 461 884 -11,25 26 133 -11,61
2026-05-15 13F Copley Financial Group, Inc. 11 963 -0,67 677 -1,17
2026-05-15 13F JMN Financial LLC 6 565 -4,08 371 -4,38
2026-05-01 13F Leicht Financial Planning & Wealth Management, Inc. 820 882 -0,92 46 446 -1,33
2026-05-14 13F Synergy Investment Management, LLC 223 606 -2,02 12 653 -2,40
2026-05-06 13F Assetmark, Inc 303 562 -12,84 17 176 -13,20
2026-04-21 13F Family Wealth Group, LLC 6 832 -8,46 387 -8,75
2026-04-24 13F RKL Wealth Management LLC 15 118 -9,07 855 -9,43
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 0 -100,00 0
2026-04-09 13F Veracity Capital LLC 3 985 -2,50 225 -3,02
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-30 13F Accredited Investors Inc. 723 052 -1,35 40 910 -1,75
2026-04-22 13F JNBA Financial Advisors 66 106 -27,47 3 740 -27,76
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 31 387 -4,01 1 776 -4,42
2026-05-04 13F Westside Investment Management, Inc. 1 160 -19,33 66 -19,75
2026-05-14 13F Gts Securities Llc 25 859 -24,77 1 463 -25,05
2026-04-08 13F Asempa Wealth Advisors 14 039 -15,63 795 -15,87
2026-05-15 13F Advisor Group Holdings, Inc. 2 721 924 -13,08 154 011 -13,43
2026-05-08 13F Financial Strategies Group, Inc. 3 453 -1,09 204 0,50
2026-04-16 13F Triad Wealth Partners, LLC 11 691 -23,11 661 -23,41
2026-05-06 13F Palladiem, Llc 70 801 -8,41 4 118 -6,86
2026-01-20 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 16 765 -0,81 949 -1,25
2026-04-14 13F Prospera Financial Services Inc 60 950 -0,27 3 449 -0,69
2026-05-12 13F One Capital Management, LLC 40 416 -4,61 2 287 -4,99
2026-02-06 13F GPS Wealth Strategies Group, LLC 4 315 -96,40 245 -96,31
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 39 501 -0,10 2 235 -0,53
2026-05-07 13F Principle Wealth Partners Llc 4 434 -6,16 251 -6,72
2026-04-15 13F Motive Wealth Advisors 73 955 -45,70 4 184 -45,92
2026-05-04 13F Sigma Planning Corp 20 599 -1,69 1 166 -2,10
2026-05-13 13F Lido Advisors, LLC 152 832 -43,84 8 647 -43,02
2026-04-08 13F Sharkey, Howes & Javer 118 768 -2,79 6 720 -3,20
2026-04-20 13F Tranquility Partners, LLC 5 362 -1,07 303 -1,30
2026-02-17 13F SageView Advisory Group, LLC 13 954 -0,58 793 2,06
2026-04-28 13F WJ Wealth Management, LLC 16 930 -4,68 958 -5,15
2026-05-14 13F EP Wealth Advisors, Inc. 53 976 -30,71 3 054 -31,01
2026-04-20 13F Fiduciary Alliance LLC 3 649 -9,90 213 -7,39
2026-05-12 13F Invesco Ltd. 25 177 -6,57 1 425 -6,93
2026-04-08 13F Emergent Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 841 900 -1,21 47 634 -1,61
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-05 13F Cherry Tree Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Clarus Wealth Advisors 83 881 -2,80 4 763 -4,91
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-04 13F Oasis Advisors, LLC 0 -100,00 0
2026-04-23 13F Daviman Financial, LLC 7 753 -15,24 439 -15,61
2026-05-11 13F TAGStone Capital, Inc. 111 178 -0,64 6 290 -1,04
2026-04-30 13F Yukon Wealth Management, Inc. 49 579 -2,19 2 805 -6,50
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 59 441 -4,73 3 377 -2,20
2026-05-11 13F Stonebrook Private Inc. 414 969 -3,01 23 479 -3,41
2026-04-28 13F Atticus Wealth Management, Llc 258 012 -5,09 14 598 -5,47
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-14 13F Juncture Wealth Strategies, Llc 130 783 -8,84 7 400 -9,21
2026-05-13 13F Hirtle Callaghan & Co LLC 13 286 -0,05 752 -0,53
2026-02-11 13F Deutsche Bank Ag\ 0 -100,00 0 -100,00
2026-05-15 13F Morgan Stanley 9 374 470 -52,53 530 408 -52,72
2026-05-01 13F Abound Financial, Llc 401 624 -8,01 22 724 -8,38
2026-05-13 13F McMill Wealth Management 0 -100,00 0
2026-05-28 13F Cozad Asset Management Inc 107 931 -1,47 6 107 -1,88
2026-04-28 13F O'Domhnaill Enterprises, Inc. 0 -100,00 0
2026-05-01 13F Johnson Investment Counsel Inc 15 734 -7,57 890 -7,96
2026-04-08 13F Miracle Mile Advisors, LLC 7 713 -29,99 436 -30,24
2026-05-13 13F Peck Wealth Management, LLC 18 450 -5,14 1 044 -5,53
2026-05-13 13F SRS Capital Advisors, Inc. 7 992 -4,82 452 -5,24
2026-04-23 13F Emerald Advisors, LLC 3 553 -1,91 201 -1,95
2026-01-20 13F American National Bank 0 -100,00 0 -100,00
2026-05-28 13F Lavelle Capital Lp 0 -100,00 0 -100,00
2026-01-23 13F Invera Wealth Advisors, LLC 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 162 516 -81,00 9 195 -81,08
2026-04-20 13F Sowell Financial Services LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 329 480 -1,26 18 642 -1,66
2026-05-12 13F Jane Street Group, Llc 26 347 -2,40 1 491 -2,80
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc Call 4 000 -50,62 226 -50,87
2026-04-17 13F CENTRAL TRUST Co 203 -61,48 11 -62,07
2026-04-22 13F Onyx Bridge Wealth Group LLC 34 334 -6,05 1 943 -6,45
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 7 235 309 -5,62 409 374 -6,00
2026-02-14 13F Howe & Rusling Inc 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 24 -99,99 1 -99,99
2026-05-05 13F UBS Group AG 6 155 621 -5,22 348 285 -5,60
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 10 761 -19,74 609 -20,11
2026-05-04 13F HBW Advisory Services LLC 11 617 -0,17 657 -0,61
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2 819 788 -39,19 159 938 -40,46
2026-05-15 13F Vance Wealth, Inc. 48 499 -1,31 2 744 -1,68
2026-04-22 13F SFG Wealth Management, LLC. 5 435 -4,88 308 -5,25
2026-04-29 13F Richmond Investment Services, LLC 11 842 -4,90 670 -5,23
2026-05-08 13F Buck Wealth Strategies, LLC 0 -100,00 0
2026-04-15 13F Diligent Investors, LLC 219 388 -1,66 12 413 -2,07
2026-04-24 13F Secured Retirement Advisors, Llc 45 999 -4,81 2 603 -5,21
2026-04-08 13F Towerpoint Wealth, LLC 21 287 -0,47 1 204 -0,91
2026-04-22 13F Vicus Capital 711 625 -2,73 40 264 -3,13
2026-05-05 13F Atria Investments Llc 48 141 -3,71 2 724 -4,12
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-11 13F Potentia Wealth 325 936 -28,39 18 441 -28,68
2026-06-01 13F Foguth Wealth Management, LLC. 327 815 -14,03 20 013 -7,85
2026-04-08 13F Sharper & Granite LLC 5 649 -4,64 320 -5,06
2026-05-12 13F WealthTrak Capital Management LLC 53 795 -23,20 3 044 -23,52
2026-04-13 13F IFP Advisors, Inc 33 497 -24,13 1 895 -24,44
2026-05-15 13F Clark Capital Management Group, Inc. 10 567 -94,23 598 -94,26
2026-05-06 13F Brio Consultants, LLC 8 848 -2,94 531 2,51
2026-04-17 13F Visionary Horizons, LLC 388 813 -12,04 21 999 -12,39
2026-04-24 13F Goldstone Financial Group, LLC 132 057 -35,75 7 472 -36,02
2026-02-03 13F Vectors Research Management, LLC 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 15 410 -4,93 872 -5,33
2026-05-12 13F Dogwood Wealth Management LLC 1 291 -30,89 73 -31,13
2026-04-22 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-05-05 13F Investment Partners, Ltd. 0 -100,00 0
2026-05-04 13F Global View Capital Management LLC 4 718 -8,78 267 -9,22
2026-04-15 13F DecisionMap Wealth Management, LLC 84 380 -0,27 4 774 -0,67
2026-04-21 13F Diesslin Group, Inc. 0 -100,00 0
2026-05-13 13F Alesco Advisors Llc 377 563 -5,06 21 362 -5,44
2026-04-28 13F Fundamentun, Llc 42 060 -2,14 2 380 -2,54
2026-05-07 13F Bucket List Wealth Management, LLC 163 571 -53,47 9 255 -53,66
2026-04-15 13F Horizon Financial Services, Llc 319 526 -9,58 18 079 -9,95
2026-05-11 13F Ellevest, Inc. 22 767 -1,58 1 288 -1,98
2026-04-23 13F Summit Investment Advisory Services, LLC 32 535 -0,93 1 841 -1,34
2026-04-28 13F Compton Financial Group, LLC 1 086 214 -24,29 61 458 -24,60
2026-05-08 13F Horizon Family Wealth, Inc. 92 773 -3,08 5 249 -3,48
2026-04-23 13F Oppenheimer & Co Inc 0 -100,00 0
2026-04-15 13F Eaton Financial Holdings Company, LLC 0 -100,00 0
2026-05-07 13F Grandview Asset Management LLC 6 182 -11,95 350 -12,31
2026-05-14 13F Lbmc Investment Advisors, Llc 13 050 -4,09 738 -4,40
2026-05-15 13F United Capital Financial Advisers, Llc 82 374 -4,61 4 661 -5,01
2026-04-27 13F Fulton Breakefield Broenniman Llc 0 -100,00 0
2026-04-15 13F Snider Financial Group 7 853 -94,14 444 -94,17
2026-04-17 13F Total Clarity Wealth Management, Inc. 45 692 -3,15 2 585 -3,54
2026-04-30 13F Sequoia Financial Advisors, LLC 39 670 -5,08 2 245 -5,48
2026-05-15 13F GWM Advisors LLC 118 261 -79,15 22 947 -28,77
2026-05-11 13F Mountain Capital Investment Advisors, Inc 4 499 -0,33 265 1,15
2026-04-30 13F Graetz Wealth LLC 3 535 -11,49 200 -11,50
2026-04-29 13F Burney Co/ 41 340 -31,44 2 339 -31,71
2026-05-08 13F Align Financial, LLC 661 -98,24 37 0,00
2026-02-13 13F/A Texas Permanent School Fund 0 -100,00 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 117 318 -17,39 6 638 -17,73
2026-05-12 13F Insigneo Advisory Services, Llc 4 337 -20,35 245 -20,71
2026-05-14 13F Bare Financial Services, Inc 1 830 -8,50 104 -8,85
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-05-08 13F McAdam, LLC 312 288 -4,13 17 669 -4,52
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 26 018 -23,46 1 472 -23,77
2026-05-07 13F Advisor OS, LLC 68 725 -18,51 3 889 -18,85
2026-05-07 13F Scarborough Advisors, LLC 460 215 -29,25 26 039 -29,54
2026-04-24 13F Greystone Financial Group, LLC 0 -100,00 0
2026-05-04 13F Greenspring Advisors, LLC 14 988 -0,43 848 -0,82
2026-05-06 13F American Financial & Tax Strategies Inc 138 682 -0,56 7 847 -0,96
2026-05-15 13F Qube Research & Technologies Ltd 59 610 -47,64 3 373 -47,86
2026-05-15 13F Ameriprise Financial Inc 7 303 187 -12,03 414 325 -12,16
2026-05-04 13F Headland Capital, LLC 16 135 -0,16 913 -0,65
2026-04-09 13F Freestate Advisors LLC 335 122 -1,87 18 961 -2,26
2026-04-27 13F 4wealth Advisors, Inc. 12 290 -1,32 684 -3,39
2026-05-08 13F Wilkerson Advisory Group LLC 0 -100,00 0
2026-05-01 13F Keener Financial Planning LLC 59 918 -0,15 3 0,00
2026-05-08 13F Schrum Private Wealth Management LLC 20 490 -0,88 1 159 -1,28
2026-04-10 13F Windsor Capital Management, LLC 334 493 -2,59 18 926 -2,99
2026-05-08 13F SHP Wealth Management 7 949 -20,34 450 -20,67
2026-04-20 13F Darrow Company, Inc. 7 841 -13,77 436 -15,50
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 100 189 -5,86 5 669 -6,24
2026-05-04 13F Retirement Income Solutions, Inc 42 034 -1,78 2 378 -2,18
2026-04-20 13F Apella Capital, LLC 32 547 -6,23 1 926 -2,33
2026-04-30 13F Verdence Capital Advisors LLC 19 081 -23,75 1 080 -24,07
2026-04-20 13F Parkway Wealth Management Group, LLC 149 444 -13,13 8 692 -11,07
2026-05-14 13F Financial Engines Advisors L.L.C. 81 414 415 -0,48 4 606 428 -0,89
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 6 226 -25,37 352 -28,89
2026-01-16 13F Tower Wealth Partners, Inc. 0 -100,00 0 -100,00
2026-04-16 13F Brookstone Capital Management 279 843 -3,01 15 834 -3,40
2026-05-05 13F PFG Advisors 29 685 -18,34 1 680 -18,69
2026-05-14 13F Regal Investment Advisors LLC 9 231 -2,06 522 -2,43
2026-05-19 13F Mascagni Wealth Management, Inc. 5 811 -2,87 329 -3,24
2026-05-07 13F Virtue Capital Management, LLC 6 273 -44,37 349 -70,99
2026-05-06 13F Sentinus, LLC 10 138 -32,77 574 -33,06
2026-05-13 13F Kraematon Investment Advisors, Inc 8 509 -0,21 481 -0,62
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Cowa, Llc 3 900 -50,63 221 -50,89
2026-04-29 13F Sanchez Wealth Management Group 13 586 -4,08 769 -4,48
2026-04-28 13F Robertson Stephens Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 8 576 -18,28 485 -18,62
2026-05-08 13F Truepoint, Inc. 6 940 -4,53 393 -4,85
2026-05-13 13F Keystone Financial Group 53 868 -1,09 3 048 -1,49
2026-05-13 13F Calton & Associates, Inc. 18 418 -19,75 1 042 -20,03
2026-05-14 13F Wealth Alliance 4 506 -5,67 255 -6,27
2026-04-30 13F Donaldson Capital Management, Llc 4 132 -1,10 234 -1,69
2026-05-11 13F Howard Wealth Management, Llc 18 479 -13,47 1 046 -13,85
2026-04-24 13F Keybank National Association/oh 4 386 -20,04 248 -20,26
2026-04-27 13F Exencial Wealth Advisors, Llc 12 237 -0,03 692 -0,43
2026-05-01 13F Seaside Wealth Management, Inc. 35 687 -1,95 2 019 -2,32
2026-05-14 13F Gladstone Institutional Advisory LLC 677 459 -2,43 38 331 -2,82
2026-05-13 13F Principal Securities, Inc. 6 033 -64,15 341 -64,33
2026-05-04 13F Nwam Llc 3 562 -4,73 202 -6,51
2026-05-05 13F Bank of New York Mellon Corp 96 511 -12,01 5 461 -12,37
2026-05-11 13F Sargent Investment Group, LLC 254 932 -3,37 14 424 -3,76
2026-04-27 13F Koshinski Asset Management, Inc. 95 016 -3,36 5 376 -3,76
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 117 067 -0,24 6 624 -0,65
2026-04-24 13F Flagship Private Wealth, LLC 26 581 -0,29 1 504 -0,73
2026-05-01 13F Wealthspire Advisors, LLC 28 593 -34,61 1 618 -34,90
2026-04-20 13F Aegis Wealth Management, Inc. 4 379 -60,50 248 -60,73
2026-04-24 13F Private Advisor Group, LLC 2 764 634 -2,37 156 423 -2,77
2026-05-05 13F Regions Financial Corp 18 128 -2,35 1 026 -2,75
2026-05-15 13F Advisory Services Network, LLC 74 713 -0,48 4 227 -0,87
2026-05-11 13F Empirical Asset Management, LLC 7 227 -42,77 409 -43,10
2026-05-14 13F Modern Wealth Management, LLC 439 225 -3,08 24 882 -3,35
2026-05-15 13F Cape Investment Advisory, Inc. 5 674 -15,70 321 -15,97
2026-04-09 13F FCG Investment Co 40 091 -7,01 2 268 -4,91
2026-05-14 13F Northern Trust Corp 572 501 -0,05 32 392 -0,45
2026-04-30 13F Simplicity Wealth,LLC 47 564 -16,47 2 691 -16,79
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 84 462 -5,68 4 779 -6,07
2026-05-08 13F Idaho Trust Bank 29 346 -22,21 1 660 -22,54
2026-04-07 13F Cooper Financial Group 84 048 -2,70 4 755 -3,10
2026-05-15 13F Inspire Advisors, LLC 84 774 -7,95 4 796 -8,33
2026-04-28 13F Quent Capital, LLC 151 195 -2,43 8 555 -2,82
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 200 514 -23,44 11 345 -23,74
2026-05-05 13F Lane Brothers & Co Inc 5 034 -1,76 285 -2,41
2026-04-23 13F Accurate Wealth Management, LLC 5 770 -2,68 335 -2,91
2026-05-04 13F Lifeworks Advisors, LLC 30 458 -3,66 1 723 -4,06
2026-05-13 13F Measured Wealth Private Client Group, LLC 414 214 -3,45 23 436 -3,84
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 639 789 -0,97 36 199 -1,37
2026-01-08 13F Financial Management Network Inc 0 -100,00 0
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-02-13 13F Nicolet Advisory Services, Llc 1 208 677 -61,86 70 309 -60,20
2026-04-16 13F Cambridge Advisors Inc. 4 770 -3,54 270 -3,93
2026-05-20 13F SOA Wealth Advisors, LLC. 149 401 -4,94 8 453 -5,32
2026-04-08 13F Partnership Wealth Management, LLC 55 554 -61,40 3 143 -61,56
2026-05-04 13F Brookwood Investment Group LLC 4 161 -24,30 235 -24,68
2026-04-08 13F Sax Wealth Advisors, Llc 8 891 -0,15 505 0,00
2026-05-14 13F Wrenne Financial Planning LLC 42 304 -0,58 2 394 -0,99
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 19 420 -1,54 1 099 -1,96
2026-05-04 13F N.E.W. Advisory Services LLC 988 476 -35,10 55 928 -35,36
2026-02-13 13F Innovative Wealth Building LLC 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 66 632 -21,04 3 770 -21,34
2026-05-05 13F Sanctuary Advisors, LLC 319 639 -3,21 18 085 -3,60
2026-04-20 13F Provenance Wealth Advisors, LLC 427 309 -0,75 24 177 -1,15
2026-04-09 13F McNamara Financial Services, Inc. 567 807 -0,16 32 127 -0,56
2026-05-11 13F Blue Bell Private Wealth Management, Llc 7 114 -11,72 402 -12,04
2026-05-12 13F Ruggiero Investments, Inc. 6 469 -10,99 366 -11,17
2026-04-16 13F Annex Advisory Services, LLC 5 348 -0,69 303 -0,98
2026-05-06 13F Topel & Distasi Wealth Management, LLC 54 436 -23,63 3 080 -23,96
2026-04-27 13F Denver Wealth Management, Inc. 138 838 -4,56 7 855 -4,95
2026-04-10 13F Perigon Wealth Management, LLC 54 311 -11,89 3 073 -12,25
2026-05-11 13F Vantagepoint Investment Advisers Llc 4 327 273 -3,05 244 837 -3,44
2026-05-13 13F Townsquare Capital Llc 24 936 -34,00 1 411 -34,30
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 88 170 -81,12 4 989 -81,20
2026-05-01 13F Emerald Investment Partners, Llc 27 152 -2,20 1 536 -2,60
2026-05-12 13F Providence Financial Advisors, LLC 0 -100,00 0
2026-04-28 13F PUREfi Wealth, LLC 6 584 -9,70 373 -10,14
2026-04-28 13F DGS Capital Management, LLC 9 612 -2,83 544 -3,21
2026-04-27 13F PAX Financial Group, LLC 70 669 -53,41 3 998 -53,60
2026-04-22 13F Wilkins Miller Wealth Management, LLC 3 631 -1,06 205 -1,44
2026-01-27 13F Meritage Portfolio Management 213 397 -1,78 12 123 0,86
2026-02-11 13F Real Talk Capital, LLC 0 -100,00 0
2026-02-03 13F Manning & Napier Advisors Llc 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 2 964 -0,87 168 -1,18
2026-05-04 13F Rodgers & Associates, LTD 498 945 -0,25 28 230 -0,65
2026-04-16 13F Intergy Private Wealth, LLC 99 264 -9,88 5 616 -10,24
2026-05-14 13F Us Bancorp \de\ 56 010 -11,44 3 169 -11,80
2026-04-27 13F Albion Financial Group /ut 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 199 379 -4,77 11 281 -5,15
2026-02-09 13F Thrive Capital Management, LLC 0 -100,00 0
2026-04-13 13F Chris Bulman Inc 4 620 -10,47 261 -10,92
2026-04-23 13F OakTrust Wealth Advisors, LLC 8 200 -12,24 464 -12,45
2026-04-20 13F SILVER OAK SECURITIES, Inc 88 910 -2,99 5 031 -4,04
2026-04-20 13F Ritholtz Wealth Management 40 981 -3,48 2 319 -3,90
2026-04-17 13F Michael S. Ryan, Inc. 462 531 -0,10 26 170 -0,51
2026-05-11 13F Collier Financial 303 077 -1,21 17 148 -1,61
2026-05-14 13F Redwood Financial Network Corp 27 842 -2,81 1 575 -3,20
2026-04-21 13F AA Financial Advisors, LLC 108 663 -12,93 6 148 -13,27
2026-05-07 13F Wells Financial Advisors INC 19 525 -32,80 1 105 -33,09
2026-05-05 13F Putnam Fl Investment Management Co 1 101 717 -1,61 62 335 -2,01
2026-04-28 13F Wealth Management Resources, Inc. 28 763 -0,25 1 627 -0,67
2026-04-24 13F Medallion Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-05-14 13F Klingman & Associates, LLC 1 173 507 -1,81 66 397 -2,21
2026-05-01 13F Coordinated Financial Services, Inc. 14 815 -2,44 838 -2,78
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 7 019 -8,13 397 -8,53
2026-05-11 13F White Pine Capital Llc 22 677 -4,24 1 283 -4,61
2026-05-07 13F Crewe Advisors LLC 739 -42,08 42 -43,06
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-11 13F POM Investment Strategies, LLC 6 856 -96,71 388 -96,73
2026-05-13 13F Callan Family Office, LLC 23 628 -11,99 1 337 -12,39
2026-05-15 13F Asset Management Group, Inc. 92 328 -2,52 5 224 -2,92
2026-05-05 13F Signet Financial Management, Llc 508 306 -0,48 28 760 -0,89
2026-04-23 13F Laurel Wealth Planning LLC 131 355 -19,56 7 432 -19,88
2026-05-11 13F Tranquilli Financial Advisor LLC 51 562 -10,00 2 917 -10,36
2026-04-24 13F Canton Hathaway, LLC 0 -100,00 0
2026-01-12 13F Heritage Family Offices, LLP 0 -100,00 0 -100,00
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100,00 0
2026-04-20 13F Global Financial Private Client, LLC 53 338 -0,70 3 018 -1,11
2026-05-13 13F Kovitz Investment Group Partners, LLC 7 002 -56,27 396 -56,44
2026-05-15 13F/A Arrowroot Family Office, LLC 4 529 -5,35 256 -5,54
2026-05-22 13F WNY Asset Management, LLC 6 370 -8,15 360 -6,01
2026-05-15 13F Larson Financial Group LLC 201 872 -6,80 11 422 -7,18
2026-02-13 13F Ambassador Advisors, LLC 0 -100,00 0
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-10 13F YHB Investment Advisors, Inc. 9 784 -0,72 554 -1,07
2026-04-20 13F Jfs Wealth Advisors, Llc 5 094 -3,32 288 -3,68
2026-02-06 13F Evoke Wealth, Llc 0 -100,00 0
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 4 729 -10,28 268 -10,70
2026-05-08 13F Curtis Wealth Management Llc 89 897 -11,06 5 086 -13,47
2026-04-22 13F Matauro, Llc 22 255 -1,26 1 259 -1,64
2026-04-27 13F BIP Wealth, LLC 431 762 -11,34 24 429 -11,70
2026-05-01 13F Thrivent Financial For Lutherans 669 773 -2,74 38 -5,13
2026-05-01 13F Concord Wealth Partners 3 548 -1,80 201 -2,44
2026-05-12 13F Ameritas Advisory Services, LLC 52 219 -18,11 2 955 -18,44
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-05-07 13F First National Trust Co 1 904 362 -3,24 107 749 -3,63
2026-04-21 13F Wedbush Securities Inc 10 641 -5,88 1
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 40 070 -1,33 2 267 -1,73
2026-04-15 13F Fifth Third Securities, Inc. 537 822 -3,55 30 430 -3,94
2026-05-14 13F Redwood Investment Management, Llc 25 827 -5,09 1 0,00
2026-05-07 13F Integrated Capital Management, Inc. 16 207 -2,26 917 -2,55
2026-05-18 13F IFS Group,LLC 3 976 -19,07 225 -17,65
2026-02-12 13F Hm Payson & Co 0 -100,00 0
2026-04-23 13F Macco Financial Group, Inc. 0 -100,00 0
2026-04-14 13F Plancorp, LLC 0 -100,00 0
2026-05-08 13F Aviso Wealth Management 7 056 -12,30 399 -12,69
2026-04-27 13F FF Advisors,LLC 41 074 -0,24 2 430 3,89
2026-04-09 13F Firethorn Wealth Partners, Llc 4 481 -11,06 254 -11,54
2026-04-21 13F HF Advisory Group, LLC 10 646 -11,96 602 -12,24
2026-05-05 13F Cullen/frost Bankers, Inc. 13 413 -46,10 759 -46,36
2026-05-13 13F Garden State Investment Advisory Services LLC 5 046 -1,94 286 -2,40
2026-05-04 13F 1st Source Bank 45 624 -3,65 2 581 -4,02
2026-05-15 13F Walsh & Associates, LLC 183 563 -0,22 10 386 -0,61
2026-04-10 13F Pure Financial Advisors, Inc. 330 069 -2,10 18 675 -2,49
2026-05-13 13F Federation des caisses Desjardins du Quebec 2 707 -5,81 153 -6,13
2026-05-14 13F Twin Focus Capital Partners, Llc 29 982 -5,25 1 696 -5,62
2026-04-20 13F Independent Wealth Network Inc. 90 734 -40,32 5 134 -40,56
2026-04-13 13F Garrett Investment Advisors LLC 879 172 -0,60 49 744 -1,00
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-15 13F Barnes Wealth Management Group, Inc 13 393 -11,84 758 -12,18
2026-05-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 87 591 -10,97 4 956 -11,34
2026-05-15 13F Equitable Holdings, Inc. 4 898 740 -5,16 278 297 -5,16
2026-02-02 13F Williams Financial, LLC 0 -100,00 0
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-05-14 13F Pacific Financial Group Inc 91 509 -6,35 5 178 -6,74
2026-05-15 13F Ancora Advisors, LLC 2 961 -1,14 168 -1,76
2026-05-15 13F/A Independent Financial Group, Llc 157 612 -3,42 8 918 -3,81
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-13 13F Prudential Financial Inc 525 791 -15,96 29 749 -16,87
2026-05-07 13F Tidemark, LLC 5 661 -3,94 320 -4,19
2026-04-02 13F Somerset Trust Co 7 210 -3,21 408 -3,78
2026-04-29 13F Weitzel Financial Services, Inc. 33 481 -0,48 1 900 -0,89
2026-02-10 13F Rockline Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Sterling Group Wealth Management, LLC 97 422 -2,57 5 512 -2,96
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-04-29 13F Red Crane Wealth Management, Llc 127 793 -0,74 7 231 -1,13
2026-05-11 13F Integrity Alliance, Llc. 70 900 -3,86 4 012 -4,25
2026-05-12 13F Waterloo Capital, L.P. 83 313 -0,17 4 714 -0,57
2026-01-21 13F Paladin Advisory Group, LLC 0 -100,00 0
2026-04-29 13F Tilson Financial Group, Inc. 7 984 -1,61 452 -2,17
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-01 13F Midwest Trust Co 9 553 -0,06 541 -0,55
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
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