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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Spinnaker Trust | 29 975 | -50,47 | 2 251 | -49,43 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 11 138 | -9,90 | 836 | -8,03 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 6 185 | -3,06 | 902 | -1,42 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 63 156 | -1,28 | 4 743 | 0,81 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 17 376 | -88,19 | 1 305 | -87,95 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8 511 | -3,38 | 639 | -1,24 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | NCP Inc. | 1 300 | -83,41 | 98 | -83,16 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 11 271 | -1,11 | 846 | 0,95 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3 921 637 | -1,45 | 288 475 | 1,58 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 27 737 | -0,17 | 2 040 | 2,93 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 413 033 | -2,84 | 31 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 14 735 | -2,73 | 1 107 | -0,72 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 896 343 | -7,81 | 74 | 4,23 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 224 | -13,85 | 17 | -15,79 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 196 053 | -0,48 | 14 724 | 1,60 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 835 | -50,00 | 67 | -47,20 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 15 061 | -0,42 | 1 131 | 1,71 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 11 719 | -0,86 | 862 | 2,25 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 14 143 | -0,12 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 8 198 | -8,47 | 616 | -6,53 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 46 745 | -2,22 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 20 822 | -9,56 | 1 564 | -7,68 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 4 735 | -1,09 | 356 | 0,85 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1 022 660 | -0,32 | 76 802 | 1,77 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 3 437 | -88,87 | 258 | -88,64 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 143 078 | -3,63 | 10 745 | -1,61 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 31 118 | -8,43 | 2 337 | -6,52 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 25 040 | -5,68 | 1 880 | -3,69 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 427 083 | -6,51 | 32 074 | -4,56 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 14 464 | -1,70 | 1 086 | 0,37 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 25 974 | -1,12 | 1 951 | 0,93 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 3 093 | -7,26 | 232 | -5,31 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 862 | -11,59 | 140 | -9,74 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 31 454 | -3,28 | 2 362 | -1,25 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 430 756 | -0,93 | 32 350 | 1,15 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 44 249 | -1,61 | 3 323 | 0,45 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7 748 | -3,23 | 582 | -1,36 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 332 | -94,13 | 25 | -94,23 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6 705 | -10,18 | 493 | -7,33 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1 841 563 | -0,77 | 138 301 | 1,31 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 101 664 | -81,42 | 7 635 | -81,03 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 67 118 | -7,01 | 5 041 | -5,07 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 251 081 | -7,24 | 18 856 | -2,73 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 2 725 | -6,68 | 205 | -4,67 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 5 007 | -31,18 | 376 | -29,72 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 6 276 | -9,76 | 471 | -7,83 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 881 720 | -9,50 | 66 217 | -7,60 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6 654 | -7,90 | 500 | -6,03 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6 246 | -0,86 | 469 | 1,30 | ||||
| 2026-04-24 | 13F | United Community Bank | 371 | -27,68 | 28 | -27,03 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 12 649 | -0,64 | 950 | 1,39 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 36 882 | -3,18 | 2 770 | -1,18 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14 728 | -2,39 | 1 106 | -0,27 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 7 175 | -0,13 | 539 | 1,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 542 494 | -1,58 | 41 | 0,00 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 64 992 | -5,06 | 4 881 | -3,08 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 141 823 | -7,94 | 10 651 | -6,02 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3 085 | -3,86 | 232 | -2,12 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Granby Capital Management, LLC | 390 000 | -4,41 | 29 289 | -2,41 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 4 679 | -17,23 | 351 | -15,42 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 127 128 | -3,78 | 9 547 | -1,76 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 2 183 | -49,98 | 328 | 1,87 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3 120 | -7,00 | 234 | -4,88 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 63 562 | -15,15 | 4 774 | -13,38 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 10 811 | -28,83 | 812 | -27,39 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 161 483 | -1,24 | 12 127 | 0,83 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 348 047 | -18,07 | 26 138 | -16,34 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 49 514 | -11,11 | 3 718 | -9,25 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 2 970 | -0,34 | 223 | 1,83 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1 639 | -14,77 | 123 | -12,77 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 19 196 | -24,93 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 3 824 | -2,00 | 287 | 0,00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 13 286 | -8,02 | 998 | -6,12 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 2 692 | -89,24 | 202 | -89,02 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 57 933 | -3,37 | 4 351 | -1,36 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 3 637 | -4,01 | 273 | -1,80 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 7 581 | -7,05 | 569 | -5,01 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 42 565 | -3,89 | 3 197 | -1,87 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 483 | -42,43 | 36 | -40,98 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 22 282 | -2,31 | 1 673 | -0,24 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 6 191 | -57,26 | 465 | -56,43 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 693 556 | -3,05 | 52 086 | -1,02 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 21 387 | -0,16 | 1 606 | 1,97 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 724 403 | -1,21 | 54 403 | 0,86 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 47 456 | -10,61 | 3 564 | -8,76 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 745 670 | -1,54 | 56 738 | 1,85 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 13 607 | -15,40 | 1 022 | -13,69 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 12 721 | -14,70 | 955 | -12,94 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 22 035 | -29,36 | 1 655 | -27,90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 65 461 | -3,11 | 4 916 | -1,07 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 31 518 | -0,48 | 2 367 | 1,59 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 14 953 | -0,85 | 1 123 | 1,17 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3 006 | -1,15 | 243 | 3,86 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 764 | -19,82 | 132 | -18,01 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 197 018 | -20,43 | 14 796 | -18,76 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4 976 | -1,05 | 374 | 1,08 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 7 797 | -0,65 | 586 | 1,39 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1 226 | -23,76 | 92 | -22,03 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 32 557 | -0,02 | 2 445 | 2,05 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 8 928 | -4,40 | 740 | 7,73 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2 972 | -30,54 | 223 | -28,98 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 4 392 | -0,16 | 357 | 5,33 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 441 125 | -0,97 | 33 128 | 1,10 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21 169 | -0,93 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 18 981 | -4,89 | 1 425 | 142 400,00 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 195 581 | -3,10 | 14 255 | -4,38 | ||||
| 2026-02-13 | 13F | Barclays Plc | 935 | -91,60 | 69 | -91,44 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 643 775 | -0,55 | 51 830 | 2,96 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 4 180 | -19,15 | 314 | -17,63 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 20 173 | -0,09 | 1 515 | 1,95 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 243 932 | -18,10 | 18 319 | -16,39 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 49 433 | -4,06 | 3 712 | -2,06 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 14 335 | -5,19 | 1 077 | -3,24 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 43 110 | -17,82 | 3 238 | -16,10 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 40 004 | -13,04 | 3 004 | -11,23 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 395 432 | -0,23 | 29 697 | 1,86 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 99 157 | -0,37 | 7 447 | 1,72 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 30 365 | -0,65 | 2 280 | 1,42 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 2 743 | -3,31 | 206 | -1,44 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 9 456 | -16,23 | 710 | -14,46 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 6 763 | -1,41 | 508 | 0,60 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 91 494 | -6,27 | 6 962 | -3,05 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 28 714 | -0,35 | 2 156 | 1,75 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sentry LLC | 7 654 | -29,59 | 575 | -28,16 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 24 757 | -0,06 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 44 746 | -0,89 | 3 360 | 1,20 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 363 150 | -0,92 | 27 273 | 1,16 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 3 683 | -88,94 | 277 | -88,73 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 26 717 | -7,77 | 2 006 | -5,82 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 71 423 | -3,67 | 5 364 | -1,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 941 | -13,62 | 148 | -14,53 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 97 606 | -0,83 | 7 330 | 1,24 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 224 406 | -6,26 | 16 853 | -4,30 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 9 130 | -0,56 | 686 | 1,48 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 22 055 | -3,17 | 1 656 | -1,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 54 201 | -1,32 | 4 071 | 0,74 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 20 444 | -2,49 | 1 535 | -0,45 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 19 478 | -2,87 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 640 486 | -0,47 | 48 100 | 1,61 | ||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 18 962 | -1,30 | 1 424 | 0,78 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 7 778 | -15,29 | 584 | -13,48 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 10 335 | -17,88 | 776 | -16,11 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 101 740 | -1,05 | 7 641 | 1,02 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 257 145 | -19,70 | 19 | -17,39 | ||||
| 2026-05-07 | 13F | Swan Global Investments, LLC | 4 144 | -6,48 | 311 | -4,31 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 21 885 | -23,44 | 1 644 | -21,84 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 6 516 | -4,20 | 489 | -2,20 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 2 930 | -12,93 | 220 | -10,93 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 92 086 | -2,87 | 6 916 | -0,85 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 11 996 | -0,46 | 901 | 1,58 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 9 915 | -19,40 | 745 | -17,79 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 139 109 | -1,60 | 10 447 | 0,46 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5 052 | -0,47 | 379 | -1,82 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 19 745 | -2,51 | 1 483 | -0,47 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 4 440 | -9,76 | 333 | -7,76 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Myecfo, Llc | 32 495 | -1,04 | 2 440 | 1,04 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 28 508 | -10,15 | 2 141 | -8,31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 97 224 | -2,48 | 7 302 | -0,44 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 19 997 | -5,52 | 1 522 | -2,25 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 27 188 | -0,45 | 2 042 | 1,64 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 500 | -37,50 | 38 | -36,21 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 5 351 291 | -0,62 | 401 882 | 1,46 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 9 621 | -0,54 | 723 | 1,55 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 32 412 | -0,97 | 2 434 | 1,12 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 474 940 | -7,46 | 35 668 | -5,52 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 9 082 | -0,13 | 682 | 2,10 | ||||
| 2026-05-15 | 13F | Select Equity Group, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 194 556 | -4,30 | 14 611 | -7,54 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 9 189 | -0,51 | 690 | 1,62 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4 804 | -4,15 | 361 | -2,17 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 14 669 | -0,95 | 1 102 | 1,10 | ||||
| 2026-05-12 | 13F | ESG Planning | 94 267 | -0,01 | 7 079 | 2,08 | ||||
| 2026-05-15 | 13F | Harding Loevner Lp | 1 399 374 | -27,07 | 105 095 | -25,54 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6 069 | -6,15 | 456 | -4,21 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2 106 | -5,14 | 171 | -1,72 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 14 006 | -0,36 | 1 052 | 1,74 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 15 927 | -4,70 | 1 209 | -2,89 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 52 248 | -1,29 | 3 924 | 0,77 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 4 466 | -0,58 | 335 | 1,52 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 644 313 | -0,72 | 48 388 | 1,36 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 15 553 | -4,52 | 1 168 | -2,50 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 42 713 | -6,83 | 3 208 | -4,89 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 54 939 | -2,36 | 4 126 | -0,34 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7 757 | -3,70 | 583 | -1,69 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 610 | -80,47 | 121 | -80,20 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 73 036 | -3,94 | 5 485 | -1,93 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 6 907 | -9,14 | 519 | -7,33 | ||||
| 2026-05-08 | 13F | Bokf, Na | 7 380 | -31,16 | 554 | -29,70 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 4 846 | -1,64 | 364 | 0,28 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6 071 | -4,68 | 447 | -1,76 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 6 200 | -6,19 | 466 | -4,32 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 15 883 | -5,09 | 1 193 | -3,09 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 4 955 | -65,13 | 372 | 37 100,00 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 25 499 | -0,08 | 1 915 | 1,97 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 12 964 | -21,88 | 974 | -20,25 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 7 220 | -1,62 | 542 | 0,56 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 158 323 | -1,43 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 24 577 | -0,04 | 1 846 | 2,05 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 10 997 | -0,45 | 826 | 1,60 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 35 104 | -2,15 | 2 636 | -0,08 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 66 097 | -0,42 | 4 964 | 1,66 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 8 352 | -9,72 | 627 | -7,79 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3 592 | -91,46 | 270 | -91,31 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Swp Financial Llc | 36 686 | -4,96 | 2 755 | -2,96 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 45 372 | -13,27 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 97 926 | -8,01 | 7 354 | -6,08 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 15 534 | -0,29 | 1 167 | 1,83 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 7 105 | -0,98 | 534 | 1,14 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 16 909 | -6,48 | 1 270 | -4,59 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 110 427 | -19,04 | 8 293 | -17,34 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 152 013 | -83,36 | 11 416 | -74,62 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 24 511 | -1,62 | 1 841 | 0,44 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 5 054 | -9,39 | 380 | -7,56 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 121 | -4,96 | 234 | -2,90 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 4 187 | -50,00 | 314 | -48,94 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 20 432 | -1,91 | 1 534 | 0,13 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 1 478 | -4,40 | 111 | -2,65 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3 386 | -8,68 | 257 | -9,51 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 62 172 | -12,48 | 4 669 | -10,64 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11 048 | -0,45 | 830 | 1,59 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 735 263 | -1,53 | 55 218 | 0,53 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 9 037 | -2,72 | 679 | -0,73 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 495 | -21,18 | 37 | -19,57 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 41 853 | -0,26 | 3 143 | 1,85 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 3 190 | -9,58 | 260 | 0,39 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 949 678 | -1,09 | 71 321 | 0,98 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13 002 | -2,49 | 976 | -0,41 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 066 | -21,56 | 831 | -19,86 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 15 113 | -4,05 | 1 135 | -3,57 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 23 643 | -1,63 | 1 776 | 0,40 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2 131 346 | -0,45 | 160 059 | 1,63 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 28 567 | -0,69 | 2 145 | 1,42 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4 787 | -2,03 | 360 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 194 479 | -1,94 | 14 605 | 0,11 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 13 945 | -0,07 | 1 047 | 2,05 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 369 852 | -2,28 | 27 776 | -0,23 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4 019 221 | -0,48 | 302 | 1,35 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 72 152 | -10,98 | 5 307 | -8,25 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Sepio Capital, LP | 23 045 | -11,03 | 1 731 | -9,19 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9 012 | -23,52 | 677 | -21,94 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 99 230 | -14,50 | 7 452 | -12,70 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 24 079 | -0,41 | 2 004 | 6,60 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 14 949 | -2,29 | 1 123 | -5,63 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 8 055 | -39,57 | 605 | -38,37 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 24 696 | -7,97 | 1 855 | -6,03 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 119 446 | -1,99 | 9 750 | 8,76 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 11 610 | -0,03 | 872 | 1,99 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 12 073 | -1,28 | 907 | 0,78 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 82 258 | -1,77 | 6 178 | 0,29 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5 190 | -1,67 | 390 | 0,26 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 119 269 | -2,95 | 8 957 | -0,91 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 84 996 | -2,51 | 6 383 | -0,47 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 17 396 | -23,59 | 1 306 | -21,98 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 106 | -21,48 | 8 | -22,22 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 70 956 | -13,96 | 5 329 | -12,17 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 19 985 | -0,22 | 1 501 | 1,83 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 15 282 | -4,68 | 1 148 | -2,71 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 723 486 | -17,84 | 54 334 | -16,12 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 67 749 | -0,45 | 5 088 | 1,64 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 4 831 | -0,12 | 363 | 1,97 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 22 752 | -2,52 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 461 115 | -1,23 | 34 630 | 0,83 | ||||
| 2026-04-06 | 13F | CX Institutional | 3 534 | -11,87 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 540 192 | -0,09 | 40 568 | 2,00 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 14 821 | -18,05 | 1 113 | -16,32 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 516 | -0,79 | 189 | 1,08 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 392 275 | -1,09 | 29 460 | 0,98 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 3 010 | -2,68 | 226 | -0,44 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 114 712 | -1,26 | 8 615 | 0,82 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 19 474 | -9,42 | 1 462 | -7,53 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 19 812 | -8,33 | 1 488 | -6,42 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 5 425 | -23,32 | 407 | -21,73 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2 716 | -1,31 | 204 | 0,50 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 7 548 | -7,18 | 567 | -5,35 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 639 169 | -10,92 | 48 002 | -9,05 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 19 365 | -3,45 | 1 454 | -1,42 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 3 896 | -3,49 | 293 | -1,35 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 93 753 | -5,38 | 7 041 | -3,40 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 18 859 | -4,77 | 1 416 | -2,75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 5 903 | -41,15 | 443 | -39,89 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 261 536 | -0,15 | 19 641 | 1,94 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 41 164 | -6,75 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Bernzott Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 292 105 | -1,87 | 22 229 | 1,52 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 46 179 | -2,54 | 3 468 | -0,49 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 365 300 | -29,44 | 27 609 | -29,61 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 13 080 | -2,93 | 982 | -0,91 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 25 607 | -0,20 | 1 923 | 1,91 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 556 531 | -1,31 | 41 795 | 0,76 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 100 181 | -0,23 | 7 524 | 1,85 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 8 076 | -1,10 | 607 | 1,00 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 11 280 | -2,41 | 847 | -0,35 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 6 813 | -10,39 | 512 | -8,59 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 159 816 | -3,85 | 12 002 | -1,84 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 7 149 | -12,57 | 537 | -10,82 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 31 545 | -1,99 | 2 369 | 0,08 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 8 293 | -0,19 | 623 | 1,80 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 27 644 | -1,99 | 2 076 | 0,10 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 17 884 | -3,61 | 1 343 | -1,54 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 8 460 | -5,58 | 635 | -3,64 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 41 786 | -0,63 | 3 138 | 1,45 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 20 696 | -4,67 | 1 722 | 3,55 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 57 018 | -2,40 | 4 282 | -0,35 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 7 772 | -46,48 | 436 | -46,50 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 332 975 | -0,02 | 25 006 | 2,07 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 6 965 | -5,02 | 523 | -2,97 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 457 | -0,44 | 34 | 3,03 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 284 316 | -2,06 | 22 | 0,00 | ||||
| 2026-05-08 | 13F | Nia Impact Advisors, Llc | 7 212 | -4,20 | 542 | -2,17 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 137 339 | -0,10 | 10 314 | 1,99 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Truepoint, Inc. | 32 578 | -0,42 | 2 447 | 1,66 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 22 976 | -16,79 | 1 725 | -15,07 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 48 703 | -3,06 | 3 658 | -1,03 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 296 830 | -2,84 | 21 835 | 0,14 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 609 926 | -11,68 | 45 805 | -9,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17 931 | -4,20 | 1 345 | -2,25 | ||||
| 2026-05-12 | 13F | Thornburg Investment Management Inc | 3 594 | -84,61 | 270 | -84,34 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 2 905 | -35,49 | 218 | -34,14 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 23 492 | -14,71 | 1 764 | 493,94 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 333 706 | -3,27 | 25 | 0,00 | ||||
| 2026-01-29 | 13F | Focused Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Greenleaf Trust | 56 085 | -4,86 | 4 212 | -2,88 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 63 036 | -4,14 | 4 734 | -2,13 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 31 433 | -0,86 | 2 361 | 1,20 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 14 804 | -2,47 | 1 112 | -0,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 35 093 | -4,10 | 2 635 | -2,08 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2 925 | -23,65 | 220 | -22,06 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 19 071 | -1,22 | 1 432 | 0,85 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 721 960 | -1,04 | 54 219 | 1,03 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 34 014 | -5,43 | 2 589 | -2,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 179 196 | -10,60 | 13 458 | -8,73 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 18 700 | -5,47 | 1 404 | -3,51 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 25 467 | -15,40 | 1 913 | -13,64 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 142 576 | -78,10 | 10 707 | -77,65 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 29 901 | -0,48 | 2 246 | 1,58 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5 828 | -3,41 | 474 | 3,50 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 11 433 | -0,87 | 859 | 1,18 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 722 611 | -2,75 | 54 268 | -0,71 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 515 | -7,84 | 865 | -5,98 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 43 402 | -0,87 | 3 259 | 1,21 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32 015 | -0,31 | 2 404 | 1,78 | ||||
| 2026-05-13 | 13F | Capital International Investors | 13 159 | -65,70 | 958 | -66,23 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 145 | -43,14 | 11 | -44,44 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7 691 | -6,78 | 578 | -4,79 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | -89,01 | 8 | -89,39 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3 056 | -26,41 | 230 | -24,92 | ||||
| 2026-05-04 | 13F | Nwam Llc | 90 260 | -0,21 | 6 779 | -0,28 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 7 746 | -4,84 | 582 | -2,84 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 54 858 | -0,96 | 4 120 | 1,10 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 396 434 | -1,27 | 29 772 | 0,79 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 17 554 | -27,98 | 1 318 | -26,49 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 20 839 | -2,72 | 1 565 | -0,63 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4 024 | -3,29 | 318 | 3,92 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 21 895 | -37,88 | 1 644 | -36,57 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 10 731 | -10,30 | 806 | -8,42 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 729 000 | -1,06 | 54 748 | 1,01 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 4 872 | -10,26 | 366 | -8,52 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 36 634 | -2,44 | 2 751 | -0,40 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 59 721 | -1,88 | 4 485 | 0,18 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Clarendon Private LLC | 9 394 | -13,92 | 706 | -12,09 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 7 539 | -0,44 | 566 | 1,62 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 13 669 | -2,84 | 1 027 | -1,25 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 6 893 | -0,86 | 518 | 1,17 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6 659 | -7,48 | 500 | -5,48 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 211 226 | -4,08 | 15 863 | -2,07 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 207 374 | -0,69 | 15 574 | 103 720,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 144 924 | -1,68 | 11 011 | -1,40 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 70 700 | -0,89 | 5 201 | 2,14 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 35 970 | -0,22 | 2 701 | 1,89 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 3 213 | -52,59 | 241 | -51,61 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 79 799 | -0,35 | 5 993 | 1,73 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 3 889 | -1,12 | 292 | 1,04 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 21 753 | -3,69 | 1 634 | -1,69 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | New Perspectives, Inc | 16 140 | -3,58 | 1 212 | -1,54 | ||||
| 2026-04-21 | 13F | Washington Growth Strategies Llc | 50 329 | -15,30 | 3 780 | -13,52 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 488 175 | -0,01 | 37 | 2,86 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 6 624 | -3,50 | 497 | -1,39 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 195 603 | -1,20 | 14 690 | 0,87 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7 674 | -8,64 | 576 | -6,65 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 13 151 | -5,29 | 988 | -3,33 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1 264 718 | -0,32 | 94 980 | 1,77 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 190 265 | -1,48 | 14 289 | 0,58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Newton One Investments LLC | 330 131 | -9,96 | 24 793 | -8,07 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3 451 | -61,09 | 259 | -60,28 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 159 024 | -31,10 | 12 100 | -29,81 | ||||
| 2026-02-03 | 13F | Navellier & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 100 567 | -0,68 | 7 553 | 1,40 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 210 246 | -13,49 | 15 789 | -11,68 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 8 678 | -6,55 | 652 | -4,69 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 23 318 | -15,40 | 1 751 | -13,62 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 5 152 | -22,01 | 387 | -20,41 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 192 979 | -0,03 | 14 493 | 2,06 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 89 822 | -1,76 | 6 746 | 0,30 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 20 439 | -4,08 | 1 535 | -2,11 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 652 492 | -0,79 | 274 303 | 1,29 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 3 307 | -5,70 | 248 | -3,50 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7 992 | -7,99 | 600 | -8,26 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12 807 | -59,86 | 962 | -59,04 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 350 933 | -2,86 | 26 355 | -0,82 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 44 022 | -3,86 | 3 306 | -1,84 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 47 597 | -7,86 | 3 575 | -5,92 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | SWAN Capital LLC | 1 312 | -74,83 | 99 | -74,41 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 8 098 | -0,16 | 608 | 2,01 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 63 691 | -12,63 | 4 783 | -10,80 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 26 774 | -1,29 | 2 011 | 0,75 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 31 342 | -2,47 | 2 354 | -0,42 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 155 390 | -8,56 | 12 537 | 0,29 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 178 938 | -1,30 | 13 438 | 0,76 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 70 891 | -5,52 | 5 324 | -3,55 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 275 154 | -1,34 | 20 651 | 0,66 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 22 343 | -20,70 | 1 678 | -19,06 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 13 972 | -1,93 | 1 049 | 0,10 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 14 783 | -1,28 | 1 110 | 0,82 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 3 866 | -0,36 | 290 | 1,75 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 98 431 | -29,69 | 7 392 | -28,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 24 973 | -99,45 | 1 875 | -99,43 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 201 616 | -2,55 | 15 141 | -0,51 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 4 621 | -1,68 | 347 | -6,72 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2 966 | -40,27 | 223 | -39,18 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 5 249 | -10,52 | 394 | -8,58 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Mondrian Investment Partners LTD | 1 588 | -57,29 | 119 | -56,41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 801 535 | -12,50 | 60 195 | -10,67 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 36 221 | -2,93 | 2 720 | -0,87 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 3 527 | -10,23 | 265 | -8,65 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 596 151 | -7,05 | 44 771 | -5,11 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 74 757 | -1,82 | 5 614 | 0,23 | ||||
| 2026-02-12 | 13F | Barometer Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Topor & Co. Korea | 146 777 | -7,14 | 11 023 | -5,20 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 340 379 | -18,27 | 25 562 | -16,56 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 9 696 | -3,34 | 728 | -2,54 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2 066 356 | -8,55 | 155 183 | -6,63 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 20 620 | -0,85 | 1 549 | 1,24 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 567 158 | -3,68 | 110 029 | -7,03 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 266 878 | -1,51 | 21 139 | 2,70 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 909 | -0,52 | 0 | |||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Copeland Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 103 907 | -18,73 | 7 803 | -17,02 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 8 078 | -4,56 | 607 | -2,57 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Aries Wealth Management | 19 547 | -0,32 | 1 468 | 1,73 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6 973 | -14,14 | 524 | -12,40 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 129 012 | -0,59 | 9 689 | 1,49 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 1 525 762 | -8,65 | 114 585 | -6,74 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 4 159 | -3,88 | 312 | -2,20 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9 410 | -7,40 | 707 | -5,49 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 65 953 | -0,06 | 4 953 | 2,04 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 37 241 | -60,15 | 2 797 | -59,32 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 3 315 704 | -2,11 | 249 009 | -0,06 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 154 388 | -0,20 | 11 595 | 1,89 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 24 865 | -0,56 | 1 867 | 1,52 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8 925 | -4,27 | 670 | -2,19 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 77 206 | -0,71 | 5 798 | 1,38 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 47 771 | -1,35 | 3 588 | 0,70 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 29 606 | -5,81 | 2 223 | -3,85 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2 901 | -7,64 | 218 | -6,06 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 47 561 | -7,30 | 3 572 | -5,38 | ||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 492 300 | -3,51 | 36 972 | -1,49 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 42 199 | -13,68 | 3 169 | -11,87 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 3 105 | -98,64 | 233 | 2,19 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 186 | -45,14 | 232 | -45,90 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 4 018 | -17,90 | 302 | -16,39 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 23 896 | -5,49 | 1 795 | -3,50 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 10 711 | -1,53 | 804 | 0,50 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 11 021 | -10,84 | 828 | -9,02 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 10 140 | -1,95 | 761 | 0,13 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15 022 | -0,66 | 1 128 | 1,44 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 10 432 | -7,76 | 783 | -5,78 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 11 953 | -0,01 | 898 | 2,05 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 11 556 | -24,19 | 850 | -21,80 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34 680 | -25,27 | 2 604 | -23,70 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | One Capital Management, LLC | 133 088 | -1,59 | 9 995 | 0,46 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 791 802 | -5,34 | 59 464 | -3,35 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 214 457 | -2,79 | 16 106 | -0,76 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 7 405 | -0,11 | 556 | 2,02 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 4 008 | -1,33 | 301 | 1,01 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 22 474 | -2,52 | 1 688 | -0,47 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 93 360 | -13,04 | 7 011 | -11,22 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 77 479 | -71,96 | 5 819 | -71,38 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 3 223 | -1,01 | 242 | 1,26 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2 762 | -88,52 | 207 | -88,30 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 0 | -100,00 | 0 |
