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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 32 | -94,50 | 2 | -97,06 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 205 558 | -1,93 | 12 033 | -2,24 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 12 435 | -4,65 | 728 | -4,97 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 457 874 | -43,08 | 26 804 | -43,27 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 601 990 | -3,22 | 35 241 | -3,53 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 16 681 | -13,48 | 976 | -13,78 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1 165 925 | -12,25 | 68 195 | -12,61 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 48 234 | -0,54 | 2 824 | -0,88 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3 457 | -42,78 | 202 | -42,94 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4 636 | -8,63 | 271 | -9,06 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 7 375 | -57,25 | 432 | -57,45 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 27 135 | -17,37 | 1 588 | -17,63 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 13 761 | -0,03 | 806 | -0,37 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 74 747 | -19,72 | 4 376 | -19,99 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 7 360 | -21,02 | 431 | -21,39 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 18 692 | -16,16 | 1 094 | -16,42 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 11 658 | -0,38 | 682 | -0,73 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 56 335 | -4,89 | 3 296 | -5,13 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 72 747 | -16,71 | 4 257 | -16,92 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 97 | -49,74 | 6 | -54,55 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 12 687 | -6,46 | 740 | -7,04 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 113 115 | -64,09 | 6 622 | -64,21 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10 626 | -17,20 | 622 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 84 219 | -6,72 | 4 930 | -7,02 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 707 | -0,61 | 510 | -0,97 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 6 680 | -7,81 | 391 | -8,00 | ||||
| 2026-02-13 | 13F | Brooklands Fund Management Ltd | Call | 0 | -100,00 | 0 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 440 484 | -1,55 | 25 786 | -1,87 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 10 378 | -22,04 | 608 | -22,28 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 144 | -5,88 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 572 906 | -34,22 | 33 538 | -34,43 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 3 590 | -77,86 | 210 | -77,94 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 41 364 | -28,92 | 2 421 | 19,09 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 9 975 | -0,49 | 584 | -0,85 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 9 224 | -3,40 | 540 | -3,75 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 21 632 | -4,23 | 1 266 | -4,52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 979 118 | -18,54 | 57 318 | -18,80 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 350 | -50,00 | 20 | -51,22 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 103 119 | -14,02 | 6 037 | -14,30 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 13 696 | -46,51 | 802 | -46,71 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Tuttle Tactical Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 40 791 | -4,93 | 2 388 | -5,24 | ||||
| 2026-04-21 | 13F | Maseco Llp | 444 321 | -8,84 | 26 013 | -9,14 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 36 285 | -25,29 | 2 124 | -25,53 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 13 473 | -4,49 | 789 | -4,83 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 5 805 | -15,26 | 340 | -15,67 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 4 674 | -14,68 | 273 | -14,95 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 830 | -5,13 | 107 | -5,31 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 98 748 | -10,30 | 5 781 | -10,60 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 162 448 | -4,80 | 9 510 | -5,11 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 42 844 | -2,54 | 2 508 | -2,83 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 11 | -63,33 | 1 | -100,00 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 41 615 | -6,69 | 2 436 | -7,16 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 42 124 | -3,09 | 2 466 | -3,41 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 10 079 | -9,01 | 590 | -9,23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bell Bank | 13 253 | -55,73 | 776 | -55,92 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 192 770 | -6,82 | 186 981 | -7,09 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14 385 | -4,29 | 842 | -4,54 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 8 141 | -64,22 | 477 | -64,37 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 211 245 | -77,15 | 12 366 | -77,23 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 89 436 | -64,61 | 5 236 | -64,73 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 15 536 | -3,27 | 909 | -3,61 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 10 355 | -14,24 | 606 | -14,53 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 26 120 | -5,36 | 1 529 | -5,62 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 12 996 | -6,20 | 761 | -6,52 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 65 766 | -1,42 | 3 850 | -1,74 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 230 | -60,68 | 13 | -61,76 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 78 797 | -4,60 | 4 613 | -4,91 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Orcam Financial Group | 11 880 | -12,45 | 695 | -12,69 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 19 859 | -4,09 | 1 163 | -4,44 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 14 892 | -0,49 | 872 | -0,80 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 597 540 | -31,17 | 34 980 | -31,39 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3 504 | -8,06 | 205 | -8,07 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5 604 | -6,00 | 328 | -6,29 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 26 690 | -12,59 | 1 561 | -13,04 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16 863 | -29,03 | 987 | -29,25 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 22 421 | -2,31 | 1 313 | -2,60 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 139 992 | -4,36 | 8 195 | -4,66 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 91 209 | -44,24 | 5 339 | -44,42 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 218 292 | -12,97 | 12 738 | -13,52 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 77 137 | -7,21 | 4 516 | -7,52 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 10 685 | -25,46 | 626 | -25,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5 434 | -98,67 | 318 | -98,67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 6 018 | -5,32 | 352 | -5,63 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 40 096 | -0,79 | 2 347 | -1,10 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10 507 | -0,06 | 615 | -0,32 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 20 231 | -1,25 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 49 394 | -9,49 | 2 892 | -9,80 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2 264 | -2,20 | 133 | -2,22 | ||||
| 2026-05-13 | 13F | West Chester Capital Advisors, Inc | 99 678 | -7,73 | 5 835 | -8,02 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hara Capital LLC | 87 527 | -17,08 | 5 124 | -17,36 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 46 843 | -1,64 | 2 751 | -1,82 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 44 797 | -14,24 | 2 617 | -14,70 | ||||
| 2026-05-01 | 13F | American Trust | 14 537 | -15,29 | 851 | -15,59 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 22 496 | -0,80 | 1 317 | -1,13 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 7 965 601 | -5,46 | 466 306 | -5,76 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 59 507 | -2,15 | 3 484 | -2,46 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 895 | -10,23 | 52 | -10,34 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3 841 | -4,93 | 225 | -5,49 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 17 863 | -6,19 | 1 046 | -6,53 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 11 578 | -21,94 | 678 | -22,27 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Laraway Financial Inc | 4 911 | -3,89 | 287 | -4,33 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 368 562 | -3,25 | 21 576 | -3,56 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 572 787 | -9,95 | 33 531 | -10,32 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 50 856 | -1,61 | 2 976 | -1,98 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 83 234 | -25,59 | 4 873 | -25,83 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3 868 | -1,60 | 226 | -1,74 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 161 889 | -15,30 | 9 477 | -15,58 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 145 | -76,80 | 8 | -77,78 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | American Assets Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 260 898 | -6,48 | 73 813 | -6,78 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 15 526 | -12,29 | 908 | -12,61 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 8 354 | -17,99 | 489 | -18,23 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 35 516 | -0,54 | 2 079 | -0,86 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 371 676 | -4,48 | 21 758 | -4,80 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 11 435 | -19,89 | 669 | -20,17 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 24 959 | -16,57 | 1 467 | -16,46 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 256 473 | -3,41 | 14 963 | -4,13 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16 735 | -28,76 | 980 | -29,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 808 | -84,90 | 106 | -85,06 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8 898 | -95,69 | 521 | -95,72 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 9 574 | -0,72 | 560 | -1,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 297 345 | -0,53 | 17 463 | -0,73 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 12 765 | -0,55 | 747 | -0,80 | ||||
| 2025-12-29 | 13F | Narus Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 842 394 | -6,95 | 49 314 | -7,26 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 96 572 | -0,96 | 5 634 | -1,61 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 216 871 | -6,49 | 71 238 | -6,79 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14 330 | -5,18 | 839 | -5,52 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 19 241 | -4,66 | 1 126 | -4,98 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5 208 | -7,13 | 305 | -7,60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 591 | -9,55 | 93 | -9,71 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 96 221 | -26,02 | 5 633 | -26,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 4 689 | -25,97 | 274 | -26,34 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 18 853 | -2,08 | 1 104 | -2,39 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Verum Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5 520 | -3,17 | 323 | -3,29 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 279 | -13,62 | 16 | -11,11 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 40 601 | -1,33 | 2 377 | -1,66 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 11 059 | -12,60 | 647 | -12,92 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 73 415 | -19,65 | 4 298 | -19,92 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 24 940 | -9,11 | 1 460 | -9,44 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 56 416 | -12,32 | 3 303 | -12,60 | ||||
| 2026-05-14 | 13F | Prudential Plc | 230 250 | -15,48 | 13 479 | -15,76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 125 276 | -3,07 | 7 334 | -3,39 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11 952 | -3,03 | 700 | -3,32 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 37 415 | -11,49 | 2 190 | -11,76 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 8 256 | -19,10 | 483 | -19,37 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 29 218 | -4,31 | 1 710 | -4,63 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 9 083 | -20,99 | 532 | -21,33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Thomas Story & Son Llc | 58 802 | -14,85 | 3 442 | -15,12 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6 236 | -34,17 | 365 | -34,35 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 27 980 | -22,71 | 1 638 | -23,00 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 096 947 | -2,57 | 64 215 | -2,89 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 413 | -45,25 | 434 | -45,53 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7 377 | -13,14 | 433 | -13,23 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 310 421 | -9,11 | 18 110 | -9,71 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 5 509 | -28,65 | 322 | -28,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 46 960 | -8,80 | 2 749 | -9,06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 22 556 | -0,65 | 1 320 | -0,98 | ||||
| 2026-04-24 | 13F | Shah Capital Management | 342 990 | -3,70 | 20 079 | -4,02 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 95 644 | -27,31 | 5 599 | -27,55 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 18 750 | -8,54 | 1 098 | -8,81 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 33 349 | -7,19 | 1 952 | -7,49 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 217 502 | -6,35 | 12 733 | -6,66 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6 428 | -3,48 | 376 | -3,84 | ||||
| 2026-01-29 | 13F | Washington Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 16 006 | -4,21 | 936 | -4,69 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 432 542 | -53,18 | 25 321 | -53,33 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 39 954 | -2,94 | 2 339 | -3,27 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5 671 | -2,59 | 332 | -2,93 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 5 832 672 | -27,80 | 341 445 | -28,04 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 27 537 | -8,38 | 1 612 | -8,62 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 16 502 | -7,40 | 966 | -7,65 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 32 061 | -3,38 | 1 877 | -3,70 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 21 400 | -54,08 | 1 253 | -54,24 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 4 192 | -37,84 | 245 | -38,13 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 12 490 | -36,66 | 731 | -36,87 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 145 860 | -53,60 | 8 539 | -53,75 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5 482 | -94,26 | 321 | -94,30 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5 240 | -50,45 | 307 | -50,72 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7 973 | -14,43 | 467 | -14,81 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 18 116 | -3,49 | 1 061 | -3,81 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 62 400 | -11,40 | 3 653 | -11,70 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 25 500 | -13,56 | 1 493 | -13,86 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 248 | -47,23 | 15 | -48,15 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 8 | -99,21 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 41 252 | -0,83 | 2 415 | -1,19 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 528 506 | -4,37 | 30 939 | -4,68 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 48 450 | -87,76 | 2 836 | -87,80 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 5 614 | -0,05 | 329 | -0,30 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 246 187 | -45,95 | 14 375 | -46,31 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2026-04-30 | 13F | ACR Alpine Capital Research, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 5 467 | -19,48 | 320 | -19,60 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 166 037 | -2,76 | 9 720 | -3,08 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 55 097 | -24,61 | 3 225 | -24,86 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 19 145 | -87,02 | 1 121 | -87,07 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 5 029 | -16,39 | 294 | -16,71 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 7 989 | -80,66 | 468 | -80,75 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4 503 | -52,57 | 263 | -52,96 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Davis R M Inc | 20 059 | -5,00 | 1 174 | -5,32 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 18 457 | -0,66 | 1 080 | -1,01 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 8 082 | -8,49 | 475 | -8,67 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Embree Financial Group | 13 401 | -27,29 | 785 | -27,54 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 759 | -68,53 | 103 | -68,90 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 4 500 | -90,45 | 263 | -90,50 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 12 275 | -15,46 | 715 | -16,28 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 31 786 | -1,17 | 1 861 | -1,48 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 40 288 | -1,59 | 2 358 | -1,95 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 5 076 | -73,14 | 297 | -73,24 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18 363 | -0,95 | 1 075 | -1,29 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 20 769 | -9,52 | 1 216 | -9,87 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 218 787 | -47,32 | 12 808 | -47,50 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 11 404 | -13,87 | 668 | -14,16 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 143 | -48,56 | 8 | -50,00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 194 125 | -5,72 | 11 403 | -5,72 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 677 | -58,31 | 332 | -58,45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14 631 | -26,90 | 859 | -26,89 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 12 055 | -25,26 | 706 | -25,55 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 35 499 | -1,98 | 2 078 | -2,30 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 644 | -82,71 | 213 | -82,79 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 717 884 | -1,87 | 42 025 | -2,18 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 132 917 | -3,36 | 8 | -12,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 128 309 | -4,20 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 107 331 | -0,13 | 6 283 | -0,44 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 9 050 | -4,11 | 530 | -4,51 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 201 | -88,09 | 12 | -88,89 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4 603 | -0,04 | 270 | -0,37 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 4 488 | -0,91 | 263 | -1,13 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85 420 | -9,74 | 5 000 | -10,02 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6 058 | -20,39 | 355 | -20,63 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 142 453 | -30,15 | 240 | -98,00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 3 418 | -61,30 | 200 | -61,39 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 18 859 | -10,60 | 1 104 | -10,82 | ||||
| 2026-01-12 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 11 419 | -2,11 | 668 | -2,48 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 287 915 | -2,45 | 16 855 | -2,77 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 94 900 | -2,57 | 5 555 | -2,88 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5 313 | -4,92 | 311 | -5,18 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 48 187 | -4,18 | 2 821 | -4,50 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 759 | -95,24 | 103 | -95,30 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27 451 | -9,96 | 1 607 | -10,22 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 2 283 713 | -18,05 | 133 689 | -18,32 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 18 443 | -6,76 | 1 080 | -7,06 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 5 993 | -84,49 | 351 | -84,57 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 5 883 | -18,86 | 344 | -19,06 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6 048 | -21,41 | 354 | -21,51 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 500 440 | -0,88 | 29 296 | -1,20 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 23 949 | -34,20 | 1 402 | -34,44 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 63 025 | -30,30 | 3 690 | -30,53 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1 229 | -50,92 | 72 | -51,70 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 741 | -64,88 | 44 | -65,04 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 59 538 | -82,75 | 3 485 | -82,80 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 30 530 | -2,04 | 1 787 | -2,35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8 727 | -2,85 | 511 | -3,23 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 68 425 | -0,30 | 3 990 | -1,02 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | GenTrust, LLC | 8 294 | -5,49 | 486 | -5,83 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6 372 | -29,76 | 373 | -30,21 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 66 562 | -24,23 | 3 897 | -24,48 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8 698 | -6,32 | 509 | -6,61 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 25 536 | -11,15 | 1 495 | -11,44 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 6 811 | -36,97 | 399 | -37,22 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 117 107 | -0,22 | 6 855 | -0,55 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 541 | -18,28 | 32 | -18,42 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 501 063 | -0,80 | 29 332 | -1,12 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 421 278 | -1,84 | 24 662 | -2,16 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 1 238 | -1,51 | 72 | -1,37 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 46 573 | -11,74 | 2 726 | -12,01 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 64 663 | -0,67 | 3 785 | -0,99 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 91 246 | -7,72 | 5 342 | -8,02 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 990 | -11,32 | 117 | -11,45 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7 689 | -32,51 | 450 | -32,74 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 115 763 | -0,18 | 6 777 | -0,50 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 7 810 | -19,82 | 457 | -20,10 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 56 281 | -14,53 | 3 295 | -14,82 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1 565 | -98,30 | 92 | 0,00 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 298 503 | -0,90 | 17 474 | -1,22 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 4 604 | -0,75 | 270 | -1,10 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1 365 541 | -2,46 | 79 939 | -2,78 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 526 441 | -2,57 | 30 818 | -2,89 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 267 022 | -41,39 | 15 631 | -41,58 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 63 706 | -1,94 | 3 729 | -2,25 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9 016 | -61,32 | 528 | -61,48 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 13 370 | -34,04 | 782 | -34,29 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 902 776 | -0,41 | 111 390 | -0,73 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 9 336 | -0,35 | 1 | |||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 130 033 | -45,64 | 7 612 | -45,81 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 10 598 | -4,96 | 620 | -5,20 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 42 598 | -0,24 | 2 494 | -0,56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F/A | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 231 | -89,12 | 0 | |||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 304 | -12,39 | 18 | -15,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 1 363 191 | -7,27 | 79 801 | -7,57 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 7 178 | -1,40 | 420 | -1,64 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 120 694 | -27,97 | 7 065 | -28,20 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 13 971 | -18,04 | 818 | -18,38 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 18 655 | -16,59 | 1 092 | -16,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 067 888 | -3,68 | 62 514 | -3,99 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 80 906 | -0,77 | 4 736 | -1,09 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 162 215 | -36,22 | 126 576 | -36,42 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 329 736 | -19,63 | 19 303 | -19,89 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 12 194 | -4,18 | 714 | -4,55 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3 606 | -37,91 | 211 | -38,12 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 15 388 | -0,88 | 901 | -1,21 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 15 937 | -20,11 | 933 | -20,41 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 117 | -24,98 | 65 | -25,29 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 73 895 | -64,74 | 4 326 | -64,86 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 475 011 | -2,70 | 27 807 | -3,01 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 732 | -70,71 | 43 | -71,23 | ||||
| 2026-04-20 | 13F | Barton Investment Management | 25 934 | -2,46 | 1 518 | -2,75 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1 168 | -9,95 | 68 | -10,53 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 279 | -50,27 | 16 | -51,52 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 92 770 | -1,64 | 5 431 | -1,97 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Sun Life Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 359 691 | -4,75 | 21 056 | -5,06 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7 046 | -34,25 | 412 | -34,50 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 72 070 | -0,94 | 4 219 | -1,26 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 69 167 | -3,44 | 4 049 | -3,76 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 4 136 | -84,95 | 242 | -85,00 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 181 415 | -1,37 | 10 620 | -1,68 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6 956 | -15,33 | 407 | -15,56 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 557 | -1,11 | 267 | -1,48 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 54 950 | -6,07 | 3 211 | -6,63 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 588 276 | -65,69 | 34 438 | -65,80 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 |
