VFH / Vanguard World Fund - Vanguard Financials ETF – Własność instytucjonalna – Sprzedawcy

Vanguard World Fund - Vanguard Financials ETF
US ˙ ARCA ˙ US92204A4058

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
(%)
2026-05-04 13F Cfo Capital Management Llc 2 060 -31,45 249 -38,15
2026-04-23 13F West Bancorporation Inc 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 1 205 -6,81 146 -15,70
2026-05-04 13F N.E.W. Advisory Services LLC 4 759 -5,35 575 -14,46
2026-05-15 13F Perennial Investment Advisors, LLC 0 -100,00 0
2026-05-08 13F/A Beacon Capital Management, Inc. 554 302 -30,06 66 965 -36,71
2026-05-15 13F Wealth Architects, LLC 0 -100,00 0
2026-04-22 13F Bluesphere Advisors, LLC 2 923 -1,02 353 -10,41
2026-02-13 13F Neuberger Berman Group LLC 0 -100,00 0
2026-05-07 13F Greykasell Wealth Strategies, Inc. 125 -29,78 15 -34,78
2026-05-12 13F Moneta Group Investment Advisors Llc 17 971 -2,78 2 171 -12,00
2026-05-15 13F Susquehanna International Group, Llp Call 36 500 -14,92 4 410 -23,00
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 0 -100,00 0
2026-04-24 13F Fulton Bank, N.a. 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 462 752 -1,50 55 905 -10,86
2026-05-13 13F Elm Partners Management LLC 23 474 -37,87 2 776 -44,97
2026-01-08 13F Sound View Wealth Advisors Group, LLC 0 -100,00 0
2026-02-04 13F Invst, LLC 0 -100,00 0
2026-05-12 13F Kovack Advisors, Inc. 6 146 -8,61 743 -17,28
2026-04-16 13F Stephen J. Garry & Associates, Llc 2 225 -2,41 269 -11,84
2026-04-29 13F Odyssey Capital Advisors, Inc. 8 910 -15,03 1 076 -23,09
2026-05-04 13F Avantax Planning Partners, Inc. 6 152 -1,66 743 -11,02
2026-05-05 13F Capital Investment Advisory Services, LLC 250 -2,72 30 -11,76
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0 -100,00
2026-05-12 13F Strategic Wealth Partners, Ltd. 726 -79,19 88 -81,29
2026-04-30 13F Cedar Mountain Advisors, LLC 145 240 -0,54 17 546 -9,99
2026-04-15 13F DAVENPORT & Co LLC 5 719 -8,77 691 -17,46
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9 073 -3,52 1 096 -12,67
2026-05-07 13F Northwestern Mutual Wealth Management Co 287 995 -21,85 34 793 -29,27
2026-04-17 13F James J. Burns & Company, LLC 2 320 -16,12 280 -24,12
2026-05-08 13F Pnc Financial Services Group, Inc. 202 755 -2,93 24 495 -12,15
2026-05-15 13F Peapack Gladstone Financial Corp 5 618 -24,64 1
2026-04-24 13F Medallion Wealth Advisors, LLC 2 006 -2,86 242 -12,00
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 9 037 -1,61 1 092 -11,01
2026-05-06 13F LPL Financial LLC 918 506 -7,36 110 965 -16,16
2026-05-05 13F Bank of New York Mellon Corp 6 119 -54,41 739 -58,74
2026-05-13 13F Brinker Capital Investments, LLC 4 005 -70,90 484 -73,71
2026-04-21 13F PDS Planning, Inc 2 456 -0,93 297 -10,30
2026-04-17 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-04-23 13F Capital Management Corp /va 2 012 -9,98 243 -18,46
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 1 712 -12,83 229 -11,28
2026-05-15 13F Change Path, LLC 1 810 -81,84 219 -83,61
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 1 828 -0,65 221 -10,20
2026-05-04 13F Envestnet Asset Management Inc 450 804 -19,98 54 462 -27,59
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 54 064 -52,20 4 887 -68,65
2026-05-15 13F Excelsior Advisor Network LLC 3 691 -2,64 446 -12,06
2026-04-23 13F Cornerstone Wealth Management, LLC 17 469 -0,36 2 110 -9,83
2026-05-08 13F Horizon Family Wealth, Inc. 20 026 -0,24 2 419 -9,71
2026-05-15 13F IHT Wealth Management, LLC 24 595 -3,45 2 971 -12,41
2026-04-15 13F Curran Financial Partners, LLC 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 0 -100,00 0
2026-05-01 13F Rakuten Securities, Inc. 25 -50,00 3 -50,00
2026-04-14 13F Nova Wealth Management, Inc. 9 486 -13,68 1 146 -21,83
2026-04-23 13F J.w. Cole Advisors, Inc. 13 524 -6,82 1 634 -11,68
2026-05-15 13F RMB Capital Management, LLC 1 832 -18,51 221 -26,33
2026-05-15 13F Ascent Group, LLC 7 377 -1,17 891 -10,54
2026-05-13 13F Invictus Private Wealth, Llc 5 627 -1,52 680 -10,89
2026-04-23 13F Woodward Diversified Capital, Llc 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 13 783 -37,26 1 672 -44,43
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-16 13F Terra Nova Asset Management LLC 16 118 -2,04 1 947 -11,34
2026-05-13 13F Mariner, LLC 141 654 -18,91 17 113 -26,61
2026-05-13 13F Principal Securities, Inc. 2 381 -0,29 288 -9,75
2026-04-29 13F Axxcess Wealth Management, Llc 3 577 -32,20 432 -38,64
2026-05-11 13F Bailard, Inc. 9 219 -2,04 1 114 -11,39
2026-01-22 13F NRI Wealth Management LC 0 -100,00 0 -100,00
2026-04-22 13F tru Independence LLC 3 670 -0,41 443 -9,78
2026-04-27 13F Wbh Advisory Inc 100 902 -7,56 12 193 -16,33
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-04-08 13F Evanson Asset Management, LLC 13 270 -3,75 1 603 -12,88
2026-02-17 13F Valley Financial Group, Inc. 0 -100,00 0
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 686 -48,46 83 -53,67
2026-04-23 13F Harbour Investment Management Llc 12 488 -9,85 1 509 -18,44
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 84 626 -1,73 10 -9,09
2026-05-11 13F Optimist Retirement Group LLC 0 -100,00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 731 -19,76 88 -27,27
2026-05-12 13F Liberty Wealth Management Llc 5 247 -5,63 633 -14,82
2026-05-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-05-15 13F Clark Capital Management Group, Inc. 3 425 -0,03 414 -9,63
2026-05-15 13F Fwl Investment Management, Llc 365 -32,90 44 -38,89
2026-05-04 13F Retirement Planning Group 6 816 -18,09 823 -25,86
2026-04-20 13F Focused Wealth Management, Inc 4 122 -23,35 498 -30,68
2026-04-22 13F Ifrah Financial Services, Inc. 3 492 -22,71 422 -30,18
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 4 700 -2,71 568 -11,96
2026-05-15 13F Point72 Asset Management, L.P. Call 0 -100,00 0 -100,00
2026-04-29 13F Waters Parkerson & Co., Llc 3 350 -10,67 405 -19,20
2026-05-13 13F Federation des caisses Desjardins du Quebec 28 265 -47,86 3 414 -52,81
2026-05-14 13F Gamco Investors, Inc. Et Al 50 549 -2,02 6 107 -11,33
2026-05-04 13F Checchi Capital Advisers, LLC 5 503 -6,46 665 -15,41
2026-04-17 13F Vermillion Wealth Management, Inc. 1 439 -7,16 174 -16,02
2026-05-11 13F Daymark Wealth Partners, Llc 3 415 -18,85 413 -26,56
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 1 690 -20,36 204 -27,92
2026-04-28 13F Whittier Trust Co 633 -53,80 77 -59,04
2026-05-06 13F Alteri Wealth LLC 1 906 -10,81 230 -19,30
2026-04-23 13F Simmons Bank 3 727 -9,47 450 -18,03
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 5 212 -4,31 630 -13,48
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-05-15 13F Estate Counselors, LLC 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 11 200 -16,25 1 353 -24,20
2026-05-05 13F Atria Investments Llc 15 010 -39,04 1 813 -44,83
2026-05-13 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-04-16 13F MontVue Capital Management, Inc. 18 625 -0,12 2 250 -9,60
2026-05-15 13F Mercer Global Advisors Inc /adv 150 228 -3,64 18 149 -12,80
2026-04-29 13F Frank, Rimerman Advisors LLC 47 426 -3,56 5 730 -12,72
2026-05-15 13F Ameriprise Financial Inc 931 719 -2,57 112 925 -11,54
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-04-15 13F Exchange Traded Concepts, Llc 23 092 -50,76 2 790 -55,45
2026-05-19 13F McIlrath & Eck, LLC 0 -100,00 0
2026-02-11 13F Shared Vision Wealth Group LLC 0 -100,00 0
2026-04-24 13F KC Investment Advisors, LLC 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 2 789 -3,16 0
2026-01-12 13F Perkins Coie Trust Co 0 -100,00 0
2026-05-07 13F Agf Management Ltd 4 735 -0,11 572 -9,49
2026-04-07 13F First Financial Corp /in/ 27 832 -4,47 3 362 -13,53
2026-05-15 13F Cladis Investment Advisory, LLC 11 755 -0,84 1 420 -10,24
2026-05-08 13F Mystic Asset Management, Inc. 4 583 -5,35 554 -14,40
2026-05-15 13F Quantitative Investment Management, LLC 0 -100,00 0
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-12 13F Tme Financial, Inc. 0 -100,00 0
2026-05-15 13F MAI Capital Management 31 246 -3,02 3 775 -12,23
2026-04-23 13F Harbor Investment Advisory, Llc 682 -4,62 82 -13,68
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 24 866 -10,47 3 004 -18,96
2026-05-18 13F Hamilton Wealth, LLC 3 706 -95,18 448 -95,65
2026-04-08 13F BOS Asset Management, LLC 1 936 -2,07 234 -11,41
2026-05-05 13F Black Diamond Financial, LLC 8 996 -1,68 1 087 -11,06
2026-04-20 13F Hoxton Planning & Management, LLC 1 782 -19,95 215 -27,61
2026-04-27 13F PFG Investments, LLC 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 65 095 -1,06 7 864 -10,45
2026-04-22 13F Clear Creek Financial Management, LLC 17 617 -55,33 2 128 -59,57
2026-04-29 13F Live Oak Investment Partners 12 294 -5,12 1 485 -14,11
2026-05-15 13F Advisory Services Network, LLC 18 509 -27,99 2 236 -34,83
2026-04-28 13F Winthrop Capital Management, LLC 103 156 -1,23 12 -7,69
2026-05-14 13F Financial Engines Advisors L.L.C. 8 370 -10,52 1 011 -18,99
2026-05-14 13F EP Wealth Advisors, Inc. 6 630 -13,84 801 -22,10
2026-05-08 13F Peachtree Investment Partners, LLC 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 92 079 -27,02 11 -31,25
2026-04-21 13F Wedbush Securities Inc 2 380 -7,54 0
2026-04-27 13F Pensionmark Financial Group, Llc 12 524 -39,24 1 513 -45,04
2026-05-12 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 6 577 -1,50 878 0,11
2026-05-12 13F Tannin Capital LLC 2 837 -12,90 343 -21,20
2026-05-14 13F Spreng Capital Management, Inc. 2 728 -24,47 330 -31,74
2026-05-15 13F MidFirst Bank 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 2 622 -0,76 317 -10,23
2026-05-13 13F AE Wealth Management LLC 4 706 -90,46 569 -91,38
2026-05-04 13F Procyon Private Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F Venture Visionary Partners LLC 3 844 -2,56 464 -15,94
2026-05-21 13F Raab & Moskowitz Asset Management LLC 16 467 -1,46 1 989 -10,81
2026-05-13 13F Calton & Associates, Inc. 88 050 -0,26 10 637 -9,73
2026-05-14 13F CIBC World Markets Inc. 4 986 -0,80 602 -10,15
2026-05-05 13F Collaborative Wealth Managment Inc. 2 658 -0,82 321 -10,08
2026-05-12 13F Community Bank, N.A. 7 150 -0,69 864 -10,20
2026-04-10 13F Octavia Wealth Advisors, LLC 2 925 -10,14 353 -18,66
2026-04-28 13F Stratos Wealth Advisors, LLC 9 886 -2,19 1 194 -11,49
2026-04-23 13F Glass Jacobson Investment Advisors llc 55 -59,26 7 -64,71
2026-04-16 13F Annex Advisory Services, LLC 51 646 -2,03 6 239 -11,33
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 1 967 -15,36 238 -23,55
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 5 103 -24,75 617 -31,93
2026-05-15 13F Bragg Financial Advisors, Inc 3 726 -1,06 450 -10,36
2026-05-08 13F SYM FINANCIAL Corp 0 -100,00 0
2026-04-20 13F Breakwater Capital Group 2 700 -0,22 326 -9,70
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 15 882 -2,08 2 -50,00
2026-05-13 13F BlackRock, Inc. 16 214 -3,20 1 959 -12,43
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 17 -99,06 2 -99,17
2026-05-05 13F Fisher Asset Management, LLC 2 034 -19,19 246 -27,08
2026-04-30 13F Financial Freedom, LLC 40 151 -17,59 4 851 -25,42
2026-02-17 13F Glenmede Trust Co Na 10 562 -18,64 1 410 -9,10
2026-05-14 13F Tempo Wealth, LLC 0 -100,00 0
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-05-14 13F Tripletail Wealth Management, LLC 268 -27,17 33 -34,69
2026-02-05 13F Pinnacle Associates Ltd 0 -100,00 0
2026-04-30 13F First Horizon Corp 230 -17,86 28 -27,03
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-05-07 13F Capital Performance Advisors Llp 20 696 -0,99 2 500 -10,39
2026-04-17 13F Krilogy Financial LLC 13 442 -6,96 1 718 -9,25
2026-04-09 13F Praetorian Wealth Management, Inc. 21 904 -2,23 2 750 -8,06
2026-05-14 13F Captrust Financial Advisors 93 490 -27,97 11 294 -34,81
2026-02-06 13F New Millennium Group LLC 49 -7,55 7 0,00
2026-05-14 13F Rockefeller Capital Management L.P. 245 185 -1,39 29 621 -10,76
2026-05-12 13F Ausdal Financial Partners, Inc. 3 914 -0,74 473 -10,27
2026-05-13 13F Natixis Advisors, L.p. 41 246 -7,57 5 -20,00
2026-05-05 13F Theory Financial Llc 47 928 -66,58 5 790 -69,18
2026-05-15 13F National Bank Of Canada /fi/ 2 752 -67,43 332 -70,54
2026-05-08 13F Steward Partners Investment Advisory, Llc 14 227 -0,96 1 719 -10,38
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 2 393 -14,51 289 -22,52
2026-05-06 13F Hershey Financial Advisers, LLC 8 514 -36,67 1 029 -42,70
2026-05-05 13F SOUTH STATE Corp 307 -76,24 37 -78,49
2026-01-22 13F Premier Path Wealth Partners, LLC 6 343 -0,69 847 0,95
2026-04-30 13F BRYN MAWR TRUST Co 388 -1,52 47 -11,54
2026-05-04 13F Nwam Llc 0 -100,00 0
2026-04-23 13F Blackston Financial Advisory Group, LLC 5 709 -1,70 690 -11,10
2026-05-11 13F Salomon & Ludwin, LLC 3 924 -1,26 476 -12,50
2026-05-08 13F Private Advisory Group LLC 2 046 -1,87 247 -11,15
2026-04-28 13F Belpointe Asset Management LLC 4 393 -30,28 531 -36,98
2026-05-14 13F Tudor Financial Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 148 753 -9,41 19 857 94 452,38
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-02-09 13F Summit Asset Management, LLC 0 -100,00 0
2026-05-05 13F Covestor Ltd 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 2 342 -10,68 283 -19,14
2026-04-20 13F Global Financial Private Client, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 10 486 -0,12 1 267 -10,34
2026-04-07 13F Calder Financial LLC 4 378 -3,74 529 -12,85
2026-05-13 13F Wealth Management Associates, Inc. 9 736 -0,46 1 176 -9,89
2026-05-15 13F Cavalier Investments, LLC 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 37 935 -7,36 4 583 -16,17
2026-05-13 13F/A Jpmorgan Chase & Co 439 490 -7,23 51 965 -17,83
2026-05-14 13F O'ROURKE & COMPANY, Inc 21 436 -2,95 2 590 -12,18
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1 698 -42,40 207 -48,89
2026-05-07 13F Florida Financial Advisors, Llc 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 212 119 -1,47 25 643 -10,83
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-13 13F Bouchey Financial Group Ltd 2 144 -21,21 270 -25,90
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-11 13F Empirical Asset Management, LLC 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 110 931 -1,77 13 402 -11,10
2026-05-01 13F Avion Wealth 16 981 -0,63 2 0,00
2026-04-27 13F Proathlete Wealth Management Llc 8 -96,52 1 -100,00
2026-04-20 13F Dagco, Inc. 4 682 -10,31 566 -18,82
2026-05-15 13F Larson Financial Group LLC 713 -2,19 86 -11,34
2026-05-18 13F Centaurus Financial, Inc. 9 310 -29,38 1 0,00
2026-05-15 13F AlphaCore Capital LLC 49 322 -27,18 5 959 -34,10
2026-05-04 13F Brookwood Investment Group LLC 2 101 -39,15 254 -45,00
2026-05-14 13F Us Bancorp \de\ 6 607 -20,76 798 -28,30
2026-05-14 13F Redwood Financial Network Corp 1 905 -38,75 230 -44,58
2026-05-14 13F Endeavor Private Wealth, Inc. 1 840 -1,34 222 -10,48
2026-04-27 13F Wealthstar Advisors, Llc 5 106 -4,26 617 -13,36
2026-05-12 13F Vickerman Investment Advisors, Inc. 4 264 -13,53 515 -21,73
2026-02-17 13F Main Street Financial Solutions, LLC 2 417 -0,82 323 0,94
2026-05-12 13F Channel Wealth Llc 0 -100,00 0
2026-05-13 13F DRW Securities, LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 42 864 -26,20 5 178 -33,21
2026-04-27 13F Tanglewood Legacy Advisors, LLC 1 058 -27,43 128 -34,54
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-05-13 13F Parkside Financial Bank & Trust 35 -97,45 4 -97,81
2026-05-06 13F Dunhill Financial, LLC 672 -1,03 81 -10,00
2026-04-15 13F Fifth Third Securities, Inc. 18 654 -1,53 2 254 -10,88
2026-05-12 13F Atlantic Union Bankshares Corp 760 -3,80 92 -13,33
2026-05-07 13F Hopwood Financial Services, Inc. 9 402 -0,94 1 136 -10,35
2026-04-16 13F Capital Investment Advisors, LLC 3 591 -0,42 434 -9,98
2026-02-13 13F McAdam, LLC 0 -100,00 0
2026-04-20 13F Courier Capital Llc 2 076 -12,63 251 -21,14
2026-04-21 13F Long Island Wealth Management, Inc. 4 674 -9,33 565 -18,02
2026-05-14 13F Regal Investment Advisors LLC 1 672 -14,17 202 -22,31
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 10 810 -2,50 1 306 -11,76
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-22 13F Paul Damon & Associates, Inc. 4 050 -7,47 489 -16,27
2026-04-23 13F Mayflower Financial Advisors, LLC 1 859 -23,21 225 -30,65
2026-05-12 13F M&t Bank Corp 243 080 -10,25 29 366 -18,77
2026-05-13 13F Transcend Wealth Collective, Llc 15 390 -10,22 1 859 -18,75
2026-05-08 13F Matisse Capital 5 611 -3,44 678 -12,65
2026-05-06 13F Berkeley Capital Partners, LLC 6 800 -1,36 822 -10,76
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-15 13F Vista Investment Management 3 242 -0,92 392 -10,32
2026-05-11 13F Richmond Brothers, Inc. 51 132 -1,45 6 177 -10,81
2026-05-14 13F Dorsey & Whitney Trust CO LLC 5 300 -19,70 640 -27,36
2026-04-21 13F Grimes & Company, Inc. 0 -100,00 0
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 285 -81,80 34 -83,73
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-04-08 13F Olistico Wealth, LLC 39 -55,68 5 -63,64
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 7 676 -3,15 927 -11,46
2026-05-15 13F London & Capital Asset Management Ltd 2 550 -31,53 308 -38,03
2026-05-05 13F Gentry Private Wealth, Llc 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 14 478 -0,92 1 749 -10,31
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 3 541 -0,20 428 -9,73
2026-05-15 13F Advisor Group Holdings, Inc. 256 745 -20,71 31 033 -28,26
2026-05-11 13F Atlas Capital Advisors Llc 60 063 -6,65 7 256 -15,52
2026-05-11 13F Capital Square, LLC 2 859 -2,66 362 -7,65
2026-05-11 13F Tranquilli Financial Advisor LLC 8 730 -68,09 1 055 -71,13
2026-05-15 13F CI Private Wealth, LLC 207 300 -0,66 24 254 -12,93
2026-01-06 13F Doliver Advisors, Lp 0 -100,00 0
2026-04-22 13F RBA Wealth Management, LLC 12 334 -1,13 1 490 -10,51
2026-05-07 13F Dakota Wealth Management 2 668 -0,37 322 -9,80
2026-05-13 13F SRS Capital Advisors, Inc. 1 392 -11,62 168 -20,00
2026-04-20 13F Kennicott Capital Management Llc 6 150 -60,75 743 -64,51
2026-04-27 13F JM2 Capital Inc. 14 570 -0,17 1 760 -9,65
2026-05-08 13F Bokf, Na 25 547 -0,54 3 086 -9,98
2026-04-27 13F Truist Financial Corp 87 810 -10,38 10 608 -18,89
2026-02-12 13F FineMark National Bank & Trust 2 464 -5,74 329 -4,37
2026-04-24 13F National Asset Management, Inc. 2 956 -15,54 350 -25,27
2026-05-15 13F Fmr Llc 964 644 -0,41 116 539 -9,87
2026-05-12 13F Tocqueville Asset Management L.p. 9 410 -4,27 1 137 -13,41
2026-05-04 13F Mml Investors Services, Llc 166 330 -1,27 20 094 -10,65
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 19 736 -8,98 2 384 -17,62
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F North Forty Two & Co. 32 707 -0,27 3 951 -9,75
2026-05-13 13F Cetera Investment Advisers 417 604 -7,08 50 451 -15,91
2026-02-02 13F Advanced Asset Management Advisors Inc 0 -100,00 0
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-12 13F Thoroughbred Financial Services, Llc 1 930 -3,84 0
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 2 934 -8,68 355 -17,29
2026-04-29 13F Richmond Investment Services, LLC 0 -100,00 0
2026-05-12 13F Crusonia Wealth Advisors LLC 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-28 13F Howe & Rusling Inc 49 -50,00 6 -61,54
2026-04-20 13F First PREMIER Bank 6 229 -4,83 1
2026-05-12 13F Fairfield, Bush & Co. 2 635 -5,39 318 -14,29
2026-05-04 13F Calamos Wealth Management LLC 0 -100,00 0
2026-04-23 13F Bigelow Investment Advisors, LLC 13 209 -13,05 1 596 -21,31
2026-05-12 13F Tiff Advisory Services Inc 0 -100,00 0
2026-05-12 13F M&t Bank Corp Call 0 -100,00 0 -100,00
2026-04-24 13F Essex Financial Services, Inc. 17 350 -2,46 2 096 -11,71
2026-05-07 13F Z3 Capital Partners, LLC 2 948 -14,70 356 -22,78
2026-05-13 13F Private Wealth Advisors, LLC 11 448 -4,25 1 383 -13,35
2026-04-06 13F CX Institutional 1 316 -92,74 0 -100,00
2026-04-17 13F Novare Capital Management Llc 20 947 -3,31 2 531 -12,49
2026-04-22 13F Apollon Wealth Management, LLC 3 283 -15,93 397 -23,99
2026-05-06 13F Bartlett & Co. Wealth Management Llc 42 292 -1,30 5 361 -6,28
2026-04-15 13F Retireful, LLC 0 -100,00 0
2026-01-15 13F Polianta Ltd 0 -100,00 0
2026-04-23 13F Marmo Financial Group, LLC 102 669 -0,12 12 404 -9,61
2026-05-15 13F Qube Research & Technologies Ltd 4 225 -65,60 510 -68,88
2026-05-14 13F Aspen Grove Capital, LLC 8 343 -43,57 1 008 -48,96
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 4 296 -0,90 519 -10,21
2026-04-30 13F Independence Bank of Kentucky 1 150 -4,17 139 -13,75
2026-05-15 13F Brown Advisory Inc 5 825 -15,56 704 -23,59
2026-05-12 13F Argentarii, LLC 31 819 -11,71 3 844 -20,08
2026-04-27 13F Mosley Wealth Management 3 522 -16,12 462 -15,54
2026-05-12 13F Ameritas Advisory Services, LLC 132 878 -24,19 16 053 -31,39
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-04-20 13F Fiduciary Alliance LLC 2 755 -23,68 353 -26,82
2026-04-16 13F Brookstone Capital Management 6 360 -2,78 768 -12,03
2026-05-08 13F Align Financial, LLC 458 -99,25 55 -9,84
2026-05-14 13F Novak & Powell Financial Services, Inc. 13 950 -2,64 1 685 -11,87
2026-05-15 13F Kcm Investment Advisors Llc 193 484 -4,74 23 375 -13,79
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 3 104 -35,09 375 -41,38
2026-04-27 13F Allied Investment Advisors, LLC 1 863 -47,99 225 -52,93
2026-05-11 13F Beacon Capital Management, LLC 3 838 -6,62 464 -15,51
2026-05-08 13F Stonebridge Financial Planning Group, LLC 7 942 -1,12 960 -10,54
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