VGT / Vanguard World Fund - Vanguard Information Technology ETF – Własność instytucjonalna – Sprzedawcy

Vanguard World Fund - Vanguard Information Technology ETF
US ˙ ARCA ˙ US92204A7028

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
(%)
2026-05-04 13F Bank Hapoalim Bm 288 -31,26 0
2026-04-15 13F Adamsbrown Wealth Consultants Llc 447 -4,49 312 -11,65
2026-05-04 13F RAM Investment Partners, LLC 1 222 -14,06 853 -20,45
2026-05-01 13F Anchor Investment Management, LLC 27 754 -1,77 19 364 -9,08
2026-04-08 13F Olistico Wealth, LLC 14 749 -12,42 10 291 -18,94
2026-04-14 13F HighRoad Wealth Advisors, LLC 1 020 -0,78 712 -8,14
2026-05-15 13F Constant Guidance Financial LLC 0 -100,00 0
2026-02-02 13F Heritage Financial Services, LLC 702 -0,43 529 0,57
2026-05-07 13F Northwestern Mutual Wealth Management Co 624 524 -1,26 435 743 -8,61
2026-04-15 13F DAVENPORT & Co LLC 7 689 -4,26 5 365 -11,38
2026-05-01 13F Signature Resources Capital Management, LLC 30 -68,75 21 -72,22
2026-05-08 13F Blair William & Co/il 31 496 -5,52 21 976 -12,54
2026-05-20 13F SOA Wealth Advisors, LLC. 2 985 -3,80 2 083 -10,91
2026-04-22 13F Retirement Guys Formula Llc 2 478 -9,60 1 729 -16,27
2026-04-15 13F AlphaStar Capital Management, LLC 1 426 -0,35 995 -7,79
2026-05-15 13F Cardiff Park Advisors, Llc 2 762 -14,62 1 927 -20,96
2026-05-12 13F Daybright Advisory Services, Inc. 1 385 -8,76 966 -15,49
2026-05-14 13F Gts Securities Llc 4 121 -79,98 2 875 -81,47
2026-05-14 13F Fca Corp /tx 20 659 -0,23 14 414 -7,66
2026-05-15 13F Change Path, LLC 8 028 -12,15 5 601 -18,69
2026-05-15 13F Fiduciary Trust Co 25 936 -11,59 18 096 -18,16
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 363 -9,48 253 -16,23
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-23 13F J.w. Cole Advisors, Inc. 26 718 -0,83 18 642 6,18
2026-05-11 13F Strengthening Families & Communities, LLC 14 759 -18,45 10 297 -24,52
2026-04-28 13F Corbyn Investment Management Inc/md 321 -20,15 224 -26,40
2026-04-08 13F NorthCrest Asset Manangement, LLC 7 922 -39,83 5 646 -43,39
2026-03-12 13F Vericrest Private Wealth 0 -100,00 0
2026-05-13 13F Invictus Private Wealth, Llc 465 -1,06 324 -8,47
2026-04-07 13F Hobart Private Capital, LLC 17 403 -2,15 12 142 -9,43
2026-04-13 13F Hudson Capital Management LLC 815 -2,98 569 -10,27
2026-05-15 13F Talisman Wealth Advisors LLC 684 -6,43 478 -13,74
2026-04-14 13F Drive Wealth Management, Llc 297 -15,38 207 -21,59
2026-05-11 13F Fourth Dimension Wealth, LLC 717 -7,48 500 -14,38
2026-05-18 13F Strategic Planning, Inc. 0 -100,00 0
2026-04-22 13F tru Independence LLC 3 368 -7,98 2 350 -14,79
2026-05-15 13F Charles Schwab Investment Management Inc 3 688 -3,66 2 573 -10,81
2026-04-14 13F Joule Financial, LLC 6 768 -1,69 4 723 -9,00
2026-05-13 13F Transcend Wealth Collective, Llc 4 558 -15,80 3 180 -22,06
2026-04-15 13F Signature Estate & Investment Advisors Llc 10 650 -3,12 7 431 -10,33
2026-04-21 13F Maseco Llp 79 -57,75 55 -60,99
2026-05-27 13F Alpine Woods Capital Investors, Llc 710 -29,00 495 -34,26
2026-04-23 13F Simmons Bank 5 550 -1,96 3 872 -9,26
2026-04-24 13F Bellevue Asset Management, Llc 6 398 -1,27 4 464 -8,56
2026-05-04 13F Ktf Investments, Llc 24 189 -2,51 16 877 -9,76
2026-05-14 13F Stonebridge Capital Advisors LLC 572 -1,38 399 -8,70
2026-04-20 13F Ritholtz Wealth Management 2 303 -8,28 1 607 -15,06
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100,00 0
2026-03-12 13F Farmers National Bank 6 661 -2,22 5 021 -1,30
2026-05-15 13F IHT Wealth Management, LLC 7 522 -6,49 5 248 -13,44
2026-04-16 13F Rockland Trust Co 1 801 -0,17 1 257 -7,58
2026-01-26 13F Thomasville National Bank 5 470 -1,51 4 123 -0,55
2026-05-14 13F BTG Pactual Asset Management US LLC 8 517 -1,50 5 942 3,61
2026-05-11 13F CAPROCK Group, Inc. 6 497 -2,56 4 533 -9,81
2026-04-15 13F Cypress Wealth Services, LLC 1 511 -1,82 1 054 -9,06
2026-04-27 13F NorthLanding Financial Partners, LLC 1 341 -0,89 935 -8,24
2026-05-07 13F Lyell Wealth Management, Lp 560 -0,88 391 -8,24
2026-05-01 13F Castle Wealth Management Llc 1 893 -4,49 1 321 -11,65
2026-04-22 13F Asset Allocation Strategies LLC 0 -100,00 0
2026-05-11 13F Haverford Trust Co 13 640 -0,50 9 517 -7,90
2026-04-27 13F CWS Financial Advisors, LLC 2 928 -0,61 2 043 -7,97
2026-04-10 13F Boyer Financial Services, Inc. 289 -1,37 202 -9,05
2026-04-20 13F Fonville Wealth Management LLC 859 -28,71 599 -34,03
2026-05-15 13F MAI Capital Management 74 165 -1,35 51 747 -8,69
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-05-07 13F Agf Management Ltd 94 283 -2,58 65 783 -9,82
2026-05-15 13F Two Sigma Investments, Lp 360 -99,69 251 -99,72
2026-05-05 13F Soundwatch Capital LLC 801 -22,83 559 -28,64
2026-04-14 13F Focus Financial Network, Inc. 7 119 -9,45 4 967 -16,17
2026-05-18 13F Edgestream Partners, L.P. 303 -65,21 211 -67,84
2026-04-28 13F Winthrop Capital Management, LLC 45 973 -0,27 32 -5,88
2026-05-12 13F Tannin Capital LLC 792 -7,80 553 -14,68
2026-05-11 13F Retirement Solution Inc. 662 -0,60 462 -7,98
2026-05-12 13F Werba Rubin Papier Wealth Management 786 -25,71 549 -31,24
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 4 927 -25,14 3 -25,00
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-20 13F Chatham Capital Group, Inc. 19 102 -0,10 13 328 -7,53
2026-05-13 13F Philadelphia Trust Co 312 -0,95 0
2026-04-07 13F Bath Savings Trust Co 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 1 076 -7,48 751 -14,38
2026-04-27 13F Tsfg, Llc 3 677 -5,40 3 0,00
2026-05-15 13F Empowered Funds, LLC 1 272 -30,07 888 -35,30
2026-05-14 13F Tempo Wealth, LLC 1 269 -6,14 885 -13,15
2026-04-27 13F BIP Wealth, LLC 1 866 -88,45 1 302 -89,30
2026-02-13 13F Barclays Plc 844 -98,82 636 -98,81
2026-04-28 13F McGuire Investment Group, LLC 1 572 -25,46 1 097 -31,03
2026-05-15 13F Morgan Stanley 2 119 958 -1,45 1 479 139 -8,78
2026-04-07 13F Carolina Wealth Advisors, LLC 99 -3,88 69 -10,39
2026-05-05 13F Williams Jones Wealth Management, LLC. 10 329 -0,75 7 207 -8,13
2026-02-05 13F Integrated Investment Consultants, LLC 0 -100,00 0
2026-04-10 13F Integris Wealth Management, LLC 874 -11,18 610 -17,81
2026-05-13 13F Aviso Financial Inc. 0 -100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 144 -21,74 101 -27,54
2026-04-17 13F Krilogy Financial LLC 2 315 -11,67 1 834 -7,98
2026-01-23 13F Bowman & Co S.C. 547 -7,60 413 -6,79
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 6 507 -0,14 4 540 -7,55
2026-05-12 13F Leavell Investment Management, Inc. 14 633 -3,20 10 209 -10,41
2026-05-01 13F CMG Global Holdings, LLC 4 017 -26,66 2 803 -29,12
2026-04-24 13F Ledyard National Bank 1 546 -0,64 1 079 -8,02
2026-05-05 13F LOM Asset Management Ltd 3 405 -2,01 2 376 -9,32
2026-05-05 13F Theory Financial Llc 6 071 -15,02 4 236 -22,04
2026-01-26 13F San Luis Wealth Advisors LLC 0 -100,00 0 -100,00
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 554 -7,97 387 -13,26
2026-02-17 13F High Falls Advisors, Inc 800 -5,55 603 -4,59
2026-01-22 13F Premier Path Wealth Partners, LLC 3 262 -33,16 2 459 -32,50
2026-05-07 13F Ironwood Investment Counsel, LLC 569 -1,56 397 -8,94
2026-05-13 13F Avestar Capital, LLC 873 -6,13 610 -13,12
2026-05-15 13F Two Sigma Securities, Llc 1 623 -33,04 1 132 -38,04
2026-04-21 13F Fingerlakes Wealth Management, Inc. 6 914 -3,88 4 824 -11,01
2026-04-09 13F Goelzer Investment Management, Inc. 1 564 -0,26 1 091 -7,62
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-14 13F Providence Capital Advisors, LLC 0 -100,00 0
2026-04-10 13F McCollum Christoferson Group LLC 809 -29,16 564 -34,42
2026-05-12 13F Charter Research & Investment Group, Inc. 950 -8,21 663 -15,13
2026-02-12 13F Commonwealth Equity Services, Llc 208 513 -2,55 157 173 98 750,31
2026-04-14 13F LifeGoal Wealth Advisors 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 1 128 -15,76 797 -21,01
2026-05-01 13F Consilio Wealth Advisors, Llc 304 -3,49 212 -10,55
2026-04-07 13F Myecfo, Llc 938 -2,60 654 -9,79
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 305 172 -9,41 213 -16,21
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-01-09 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-06 13F Berkeley Capital Partners, LLC 2 416 -1,59 1 686 -8,92
2026-05-01 13F Capital Squared Financial LLC 1 695 -9,26 1 182 -15,99
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 0 -100,00 0
2026-04-23 13F Woodward Diversified Capital, Llc 755 -67,44 608 -65,22
2026-04-10 13F Quaker Wealth Management, LLC 14 009 -1,64 9 774 -8,95
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 13 830 -1,25 9 649 -8,59
2026-04-23 13F Balanced Wealth Group Llc 505 -5,78 352 -12,66
2026-05-15 13F Strive Financial Group ,LLC 122 -3,17 85 -9,57
2026-02-17 13F Shelton Capital Management 0 -100,00 0 -100,00
2026-04-07 13F Ethos Capital Management, Inc. 1 784 -22,30 1 245 -28,09
2026-04-29 13F/A Salem Investment Counselors Inc 1 357 -1,45 947 -8,78
2026-05-06 13F Modera Wealth Management, LLC 8 170 -14,17 5 700 -20,56
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 436 -2,24 304 -9,52
2026-05-14 13F JustInvest LLC 823 -24,50 574 -30,09
2026-04-20 13F Triangle Securities Wealth Management 19 879 -1,55 13 870 -8,87
2026-05-07 13F Resolute Advisors LLC 2 222 -50,53 1 550 -54,21
2026-05-14 13F Us Bancorp \de\ 17 640 -3,39 12 308 -10,58
2026-05-08 13F SHP Wealth Management 602 -25,40 421 -31,03
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-05 13F Journey Advisory Group, LLC 1 569 -3,03 1 095 -10,25
2026-05-07 13F Rothschild Investment Llc 1 462 -15,83 1 020 -22,08
2026-05-04 13F Gleason Group, Inc. 24 -57,14 17 -61,90
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Pathstone Holdings, LLC 36 069 -0,94 25 166 -8,31
2026-05-02 13F Burton Enright Welch 331 -8,82 231 -15,75
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 174 429 -1,41 121 703 -8,74
2026-04-22 13F J. L. Bainbridge & Co., Inc. 839 -2,56 585 -9,86
2026-04-17 13F/A Founders Financial Securities Llc 695 -24,70 514 -26,04
2026-05-01 13F Evolution Advisers, Inc. 0 -100,00 0
2026-01-13 13F Trinity Financial Advisors LLC 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 1 582 -10,52 1 104 -17,19
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0 -100,00
2026-04-24 13F Kropog Financial Group, LLC 1 485 -3,82 1 036 -10,92
2026-05-07 13F MONECO Advisors, LLC 635 -24,31 443 -29,91
2026-04-15 13F Hartford Financial Management Inc. 22 254 -1,10 15 527 -8,45
2026-04-14 13F M. Kraus & Co 3 125 -8,33 276 -41,11
2026-05-14 13F Passive Capital Management, LLC. 1 280 -0,08 893 -7,46
2026-05-15 13F Kinloch Capital, LLC 0 -100,00 0
2026-04-07 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-04-07 13F Howard Financial Services, Ltd. 430 -8,32 300 -15,01
2026-04-15 13F Aventus Investment Advisors, Inc. 1 905 -0,10 1 329 -7,52
2026-04-15 13F Founders Grove Wealth Partners, Llc 25 552 -1,86 17 828 -9,16
2026-05-04 13F Cfo Capital Management Llc 4 646 -4,54 3 107 -15,34
2026-02-12 13F FineMark National Bank & Trust 2 449 -0,16 1 846 0,82
2026-04-13 13F Plan Group Financial, LLC 459 -52,73 320 -56,22
2026-05-07 13F Dakota Wealth Management 6 028 -12,27 4 206 -18,79
2026-05-22 13F Independent Wealth Advisors LLC 423 -3,86 295 -10,88
2026-04-23 13F Emerald Advisors, LLC 454 -0,22 317 -7,31
2026-05-08 13F Valeo Financial Advisors, LLC 4 692 -1,05 3 273 -8,42
2026-04-21 13F Grimes & Company, Inc. 1 852 -54,00 1 292 -57,42
2026-05-15 13F Kcm Investment Advisors Llc 76 389 -6,73 53 298 -13,67
2026-05-06 13F Kesler, Norman & Wride, LLC 10 758 -0,54 7 506 -7,92
2026-05-11 13F Stonebrook Private Inc. 438 -7,01 306 -14,08
2026-04-17 13F Nautilus Advisors LLC 0 -100,00 0
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-04-21 13F Christine Messmer Pc 1 951 -1,06 1 361 -8,41
2026-05-13 13F/A MWA Asset Management 464 -6,45 324 -13,64
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 1 322 -0,45 922 -7,89
2026-05-04 13F Schnieders Capital Management, Llc. 6 553 -3,11 4 572 -10,32
2026-04-21 13F Maridea Wealth Management LLC 335 -4,83 234 -12,08
2026-04-17 13F Mainstream Capital Management LLC 2 016 -0,59 1 407 -7,98
2026-05-14 13F Evergreen Capital Management Llc 21 285 -4,58 14 851 -11,68
2026-04-13 13F Bouchey Financial Group Ltd 13 428 -11,80 9 939 -13,39
2026-05-29 13F Asset Dedication, LLC 356 -36,20 248 -40,95
2026-04-28 13F Stratos Wealth Partners, LTD. 33 332 -2,12 23 256 -9,40
2026-04-08 13F Quantum Financial Advisors, LLC 463 -83,12 323 -84,37
2026-05-07 13F Wulff, Hansen & Co. 0 -100,00 0
2026-04-30 13F Private Trust Co Na 950 -1,25 663 -8,55
2026-05-12 13F Cascade Financial Partners, LLC 363 -14,99 253 -21,18
2026-05-14 13F Safeguard Investment Advisory Group, LLC 785 -13,36 547 -19,79
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 130 -5,11 91 -12,62
2026-05-06 13F Sun Group Wealth Partners 6 457 -6,04 4 505 -13,01
2026-05-11 13F Strategic Wealth Designers 362 -6,94 253 -13,99
2026-04-17 13F James J. Burns & Company, LLC 0 -100,00 0
2026-05-06 13F PeakShares LLC 7 222 -3,71 5 039 -10,88
2026-05-11 13F First National Bank Of Omaha 0 -100,00 0
2026-05-12 13F Warwick Investment Management, Inc. 1 957 -0,56 1 365 -7,96
2026-04-21 13F Falcon Wealth Planning 2 047 -2,85 1 429 -10,08
2026-05-08 13F Fire Capital Management LLC 0 -100,00 0
2026-04-20 13F Trust Co Of Oklahoma 60 663 -0,93 42 326 -8,30
2026-05-05 13F Crestwood Advisors Group LLC 3 627 -6,95 2 530 -13,89
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 110 -21,43 77 -27,62
2026-04-08 13F Sapient Capital Llc 617 -15,48 430 -22,52
2026-04-09 13F Dorato Capital Management 941 -4,76 695 -6,84
2026-04-20 13F Leeward Financial Partners, LLC 21 175 -9,60 14 774 -16,32
2026-05-04 13F Archer Investment Corp 664 -2,92 463 -10,10
2026-04-21 13F Altus Wealth Management, LLC 1 393 -7,01 972 -13,99
2026-05-20 13F SHUTTLEWORTH & Co 0 -100,00 0
2026-04-29 13F Odyssey Capital Advisors, Inc. 5 178 -7,85 3 613 -14,71
2026-04-23 13F SJS Investment Consulting Inc. 656 -2,96 458 -10,22
2026-04-22 13F apricus wealth, LLC 673 -3,86 470 -11,01
2026-05-05 13F Cullen/frost Bankers, Inc. 249 -5,68 174 -13,07
2026-04-13 13F Farrell Financial LLC 586 -0,68 409 -8,11
2026-04-09 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2026-04-29 13F Financial Life Advisors 885 -0,78 617 -8,18
2026-04-22 13F Apollon Financial, LLC 5 092 -67,76 3 553 -70,16
2026-04-28 13F Golden State Wealth Management, LLC 50 -73,82 35 -75,52
2026-04-30 13F Simplicity Wealth,LLC 1 314 -33,37 917 -38,36
2026-04-21 13F Morton Capital Management LLC/CA 373 -5,09 260 -12,16
2026-04-14 13F Cathy Pareto & Associates, Inc 6 202 -1,38 4 326 -8,75
2026-05-14 13F Proficio Capital Partners LLC 5 961 -24,27 4 159 -29,90
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 61 356 -26,68 38 080 -40,75
2026-04-15 13F Redhawk Wealth Advisors, Inc. 1 502 -4,57 1 048 -11,72
2026-01-29 13F Vanguard Group Inc 6 179 -2,18 4 658 -1,25
2026-05-13 13F Jaffetilchin Investment Partners, LLC 582 -1,36 406 -8,56
2026-05-08 13F Birchcreek Wealth Management, LLC 3 255 -1,66 2 271 -8,98
2026-05-11 13F Ellevest, Inc. 851 -17,94 594 -24,07
2026-04-29 13F Rockwood Wealth Management, LLC 2 328 -25,84 1 625 -31,36
2026-04-08 13F McNaughton Wealth Management, LLC 2 259 -4,60 1 576 -11,66
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 8 806 -11,25 6 144 -17,84
2026-04-13 13F Arwa Llc 2 041 -13,33 1 510 -14,88
2026-05-07 13F Tidemark, LLC 1 222 -4,31 853 -11,43
2026-05-11 13F Bailard, Inc. 113 467 -0,37 79 169 -7,78
2026-05-13 13F Alesco Advisors Llc 0 -100,00 0
2026-05-14 13F Karpus Management, Inc. 20 880 -16,40 14 568 -22,62
2026-05-15 13F Destination Wealth Management 658 -30,81 459 -35,89
2026-05-01 13F Miller Financial Services LLC 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 453 -1,09 342 -0,29
2026-04-20 13F Oak Family Advisors, Llc 0 -100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 68 -8,11 48 -14,55
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-15 13F Alliancebernstein L.p. 733 -43,83 553 -43,85
2026-04-16 13F MontVue Capital Management, Inc. 6 160 -0,13 4 298 -7,57
2026-05-11 13F Fountainhead AM, LLC 218 -98,99 152 -89,44
2026-04-23 13F Harbor Investment Advisory, Llc 429 -67,84 299 -70,25
2026-05-13 13F Green Harvest Asset Management LLC 823 347 -1,36 574 466 -8,69
2026-04-15 13F Brady Martz Wealth Solutions, LLC 583 -19,36 407 -25,37
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 4 876 -7,67 3 402 -14,52
2026-05-15 13F Lazard Asset Management Llc 3 363 -5,69 2 346 -12,72
2026-04-21 13F Systelligence, LLC 2 709 -5,21 1 890 -12,26
2026-04-20 13F Focused Wealth Management, Inc 14 973 -0,85 10 447 -8,22
2026-04-10 13F Perfromance Wealth Partners, LLC 1 255 -0,95 876 -8,38
2026-04-27 13F Sound Income Strategies, LLC 539 -6,42 381 -13,04
2026-05-12 13F Advyzon Investment Management, LLC 1 074 -42,01 750 -46,35
2026-04-13 13F Lee Financial Co 0 -100,00 0
2026-05-07 13F Cutler Investment Counsel Llc 1 410 -0,35 984 -7,79
2026-05-01 13F Cdkv Holdings Llc 2 698 -0,41 1 882 -7,79
2026-05-06 13F Tyche Wealth Partners LLC 0 -100,00 0
2026-01-22 13F DDD Partners, LLC 0 -100,00 0 -100,00
2026-04-07 13F CoreCap Advisors, LLC 19 195 -0,85 13 392 -8,23
2026-04-15 13F Exchange Traded Concepts, Llc 4 564 -53,59 3 184 -57,04
2026-05-12 13F Aspiriant, Llc 12 854 -3,27 8 969 -10,47
2026-05-15 13F Equitable Holdings, Inc. 212 727 -29,77 274 864 20,38
2026-02-11 13F Argonautica Private Wealth Management, Inc 0 -100,00 0
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 4 105 -4,11 2 864 -9,46
2026-04-24 13F Flagship Private Wealth, LLC 10 867 -4,73 7 582 -11,82
2026-04-28 13F SBI Securities Co., Ltd. 47 927 -0,86 33 440 -8,24
2026-04-30 13F Independence Bank of Kentucky 291 -7,91 203 -14,71
2026-05-04 13F Citizens National Bank Trust Department 2 683 -5,29 1 872 -12,37
2026-05-07 13F Scarborough Advisors, LLC 43 -40,28 30 -44,44
2026-05-12 13F Baker Avenue Asset Management, LP 2 488 -19,09 1 736 -25,12
2026-05-14 13F Raymond James Financial Inc Put 0 -100,00 0 -100,00
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-11 13F National Wealth Management Group, LLC 4 141 -0,43 2 890 -7,85
2026-05-08 13F Peachtree Investment Partners, LLC 2 538 -6,62 1 771 -13,53
2026-04-29 13F Live Oak Investment Partners 0 -100,00 0
2026-05-05 13F Donalies Financial Planning, LLC 1 066 -4,14 744 -11,11
2026-04-21 13F Trilogy Capital Inc. 4 919 -11,94 3 432 -18,50
2026-04-16 13F Global Wealth Management, LLC 3 688 -7,41 2 573 -14,29
2026-04-27 13F Cresta Advisors, Ltd. 354 -15,11 247 -21,41
2026-04-29 13F Cary Street Partners Financial Llc 2 337 -50,58 1 631 -54,28
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 7 542 -19,53 5 262 -25,51
2026-05-15 13F State Street Corp 1 180 -9,16 823 -15,93
2026-04-30 13F Griffin Asset Management, Inc. 4 109 -10,48 2 867 -17,17
2026-05-11 13F Grantvest Financial Group LLC 660 -4,49 461 -11,54
2026-04-24 13F Able Wealth Management LLC 0 -100,00 0
2026-04-28 13F Busey Wealth Management 6 277 -0,21 4 380 -7,64
2026-05-15 13F Briggs Wealth Management, Inc 464 -24,92 324 -30,69
2026-04-17 13F Outlook Wealth Advisors, LLC 1 126 -48,01 786 -51,90
2026-05-11 13F Fairway Financial, LLC 8 618 -1,83 6 013 -9,13
2026-05-06 13F Sentinus, LLC 8 154 -0,98 5 689 -8,36
2026-04-21 13F Moseley Investment Management Inc 2 445 -6,64 1 706 -13,58
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1 986 -24,54 1 386 -30,19
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 533 -28,46 372 -33,87
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-17 13F Essex Savings Bank 526 -8,68 367 -15,67
2026-05-01 13F Blume Capital Management, Inc. 23 -48,89 16 -51,52
2026-04-22 13F JNBA Financial Advisors 4 597 -0,30 3 208 -7,71
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 453 -2,58 316 -9,71
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-05-05 13F Woodmont Investment Counsel Llc 1 198 -1,40 836 -8,74
2026-05-01 13F American Trust 2 406 -22,44 1 678 -28,23
2026-05-07 13F Taiyo Life Insurance Co 169 000 -20,28 118 -26,42
2026-05-15 13F Hancock Whitney Corp 11 034 -1,93 7 699 -9,22
2026-05-15 13F Turim 21 Investimentos Ltda. 0 -100,00 0
2026-04-30 13F Financial Freedom, LLC 14 866 -0,15 10 372 -7,57
2026-05-06 13F Private Wealth Asset Management, LLC 250 -6,37 174 -13,43
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1 545 -10,23 1 078 -16,89
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-30 13F First Horizon Corp 4 763 -0,29 3 323 -7,69
2026-05-15 13F Magnolia Capital Advisors Llc 642 -18,84 448 -25,00
2026-05-12 13F Rathbone Brothers plc 4 168 -19,01 2 908 -25,01
2026-04-24 13F MOR Wealth Management, LLC 1 567 -1,26 1 093 -8,61
2026-05-05 13F Advantage Trust Co 10 169 -6,15 7 095 -13,13
2026-05-06 13F Hershey Financial Advisers, LLC 1 575 -36,44 1 099 -41,19
2026-05-08 13F Steward Partners Investment Advisory, Llc 54 392 -2,86 37 951 -10,08
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-12 13F Ruggiero Investments, Inc. 442 -3,70 308 -10,72
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 377 -0,79 0
2026-05-15 13F Advisory Resource Group 1 001 -8,83 698 -15,60
2026-04-28 13F Mokosak Advisory Group, LLC 41 215 -3,47 28 816 -10,59
2026-04-30 13F BRYN MAWR TRUST Co 16 905 -1,45 11 795 -8,78
2026-05-15 13F Snowwater Investment Partners, Llc 3 384 -2,03 2 361 -9,30
2026-04-07 13F Bulwark Capital Corp 7 298 -3,08 5 092 -10,29
2026-01-14 13F Clarius Group, LLC 1 775 -42,11 1 338 -41,59
2026-05-12 13F Ausdal Financial Partners, Inc. 9 579 -13,02 6 683 -19,48
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-02-03 13F Alpha Cubed Investments, LLC 1 301 -2,91 981 -1,90
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1 969 -1,75 1 484 -0,87
2026-05-18 13F Claris Financial LLC 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa Put 0 -100,00 0 -100,00
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-13 13F Syon Capital Llc 9 003 -1,92 6 282 -9,22
2026-04-07 13F Calder Financial LLC 1 033 -14,06 730 -19,54
2026-05-12 13F Acorn Creek Capital Llc 6 927 -2,56 4 833 -9,80
2026-04-30 13F Sequoia Financial Advisors, LLC 10 977 -3,75 7 659 -10,90
2026-05-07 13F Koss-Olinger Consulting, LLC 367 -63,81 256 -66,49
2026-05-15 13F AlphaCore Capital LLC 27 067 -19,47 18 885 -25,45
2026-05-15 13F Rehmann Capital Advisory Group 6 306 -0,13 4 401 -7,54
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-16 13F Security National Bank 554 -10,65 387 -17,34
2026-05-14 13F Coastal Bridge Advisors, LLC 1 482 -1,33 1 034 -8,66
2026-04-21 13F Cambient Family Office, Llc 0 -100,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 6 401 -0,37 4 466 -7,77
2026-04-08 13F RDA Financial Network 578 -0,86 403 -8,20
2026-04-09 13F Kwmg, Llc 23 218 -0,62 16 199 -8,01
2026-04-27 13F ATLas Financial Planning LLC 472 -31,69 329 -36,73
2026-04-29 13F Capital Planning LLC 15 749 -4,94 10 989 -12,27
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-05-15 13F First Manhattan Co 704 -6,01 491 -12,94
2026-02-03 13F Oak Family Advisors, Llc Put 0 -100,00 0 -100,00
2026-04-15 13F Elevatus Welath Management 2 192 -4,70 1 529 -11,77
2026-04-20 13F Brandywine Oak Private Wealth Llc 26 408 -0,58 18 424 -7,97
2026-04-20 13F Courier Capital Llc 531 -6,02 370 -12,94
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0 -100,00
2026-05-12 13F M&t Bank Corp 131 819 -5,37 91 973 -12,41
2026-04-14 13F Bayshore Capital Advisors, LLC 2 794 -5,54 1 949 -12,56
2026-05-15 13F Laird Norton Trust Company, Llc 956 -53,64 667 -57,08
2026-05-13 13F Buckingham Strategic Partners 6 364 -2,71 4 440 -9,94
2026-05-15 13F Fairview Capital Investment Management, Llc 1 452 -1,02 1 013 -8,33
2026-05-15 13F Tudor Investment Corp Et Al 2 706 -55,15 1 888 -58,08
2026-05-15 13F Asset Management Group, Inc. 6 542 -1,34 4 564 -8,68
2026-04-20 13F Skyline Advisors, Inc. 432 -10,74 302 -17,53
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 3 577 -0,72 2 496 -8,10
2026-05-01 13F Midwest Trust Co 2 791 -8,85 1 947 -15,64
2026-04-20 13F Kfg Wealth Management, Llc 1 492 -0,33 1 041 -7,71
2026-04-21 13F HF Advisory Group, LLC 2 903 -6,08 2 025 -13,05
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-12 13F Culbertson A N & Co Inc 11 065 -1,42 7 720 -8,75
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1 969 -17,79 1 374 -23,93
2026-02-13 13F Tableaux Llc 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 127 756 -14,72 89 138 -21,06
2026-04-27 13F Truist Financial Corp 175 592 -3,25 122 514 -10,45
2026-02-09 13F Jefferies Financial Group Inc. 0 -100,00 0 -100,00
2026-05-05 13F Putnam Fl Investment Management Co 9 847 -7,23 6 870 -14,12
2026-04-15 13F Perkins Coie Trust Co 0 -100,00 0
2026-05-04 13F John A. Wolfe & Associates, Inc. 4 493 -1,96 3 135 -9,24
2026-04-22 13F Samalin Investment Counsel, LLC 0 -100,00 0
2026-05-12 13F First American Trust, Fsb 1 475 -5,99 1 029 -12,94
2026-04-15 13F RCW Management, LLC 9 112 -0,31 6 358 -7,72
2026-02-13 13F Plum Street Advisors, LLC 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 3 841 -5,37 2 680 -12,42
2026-05-12 13F Jane Street Group, Llc Call 111 300 -17,13 77 656 -23,29
2026-05-12 13F Jane Street Group, Llc Put 43 300 -49,00 30 211 -52,79
2026-04-13 13F Hm Payson & Co 313 -18,91 218 -24,83
2026-05-08 13F Aviso Wealth Management 1 753 -0,57 1 223 -7,98
2026-04-28 13F Westfuller Advisors, LLC 360 -1,10 251 -8,39
2026-04-17 13F Ignite Planners, LLC 7 088 -1,42 4 945 -8,04
2026-04-23 13F Bigelow Investment Advisors, LLC 580 -18,88 405 -24,91
2026-05-12 13F Mengis Capital Management, Inc. 883 -3,81 616 -10,85
2026-04-27 13F FSM Wealth Advisors, LLC 1 333 -5,26 930 -12,26
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 3 452 -17,99 2 413 -24,10
2026-04-29 13F Warner Group LLC 453 -7,93 316 -14,59
2026-05-14 13F Mill Creek Capital Advisors, LLC 1 368 -33,40 954 -38,33
2026-04-27 13F TCI Wealth Advisors, Inc. 728 -2,02 508 -9,30
2026-04-16 13F McClarren Financial Advisors, Inc. 1 574 -75,66 1 098 6,71
2026-05-15 13F Strategies Wealth Advisors, LLC 1 503 -8,02 1 048 -14,94
2026-04-08 13F Eclectic Associates Inc /adv 916 -1,08 639 -8,32
2026-05-06 13F Centennial Bank/AR/ 0 -100,00 0
2026-05-11 13F Godfrey Financial Associates, Inc. 120 -14,29 84 -20,00
2026-05-11 13F Ciovacco Capital Management LLC 5 706 -0,85 3 982 -8,23
2026-05-14 13F Traynor Capital Management, Inc. 2 906 -10,97 1 943 -21,02
2026-04-28 13F Family CFO Inc 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 376 -11,74 262 -18,38
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0 -100,00
2026-04-07 13F Signaturefd, Llc 1 932 -11,90 1 348 -18,51
2026-05-15 13F Brown Advisory Inc 116 061 -0,81 80 978 -8,18
2026-05-15 13F New England Asset Management Inc 0 -100,00 0
2026-04-08 13F Oliver Luxxe Assets LLC 395 -95,21 276 -95,57
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 2 980 -46,98 2 079 -50,93
2026-05-04 13F Gratus Wealth Advisors, LLC 34 480 -7,60 24 057 -14,47
2026-05-14 13F StoneX Group Inc. 4 881 -3,75 3 405 -10,91
2026-05-14 13F Hilltop Holdings Inc. 7 382 -14,36 5 150 -20,74
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100,00 0
2026-04-08 13F Sharper & Granite LLC 5 861 -0,36 4 089 -7,76
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 135 792 -3,49 94 745 -10,67
2026-05-11 13F Peak Retirement Planning, Inc. 1 168 -4,89 815 -12,00
2026-04-21 13F October Effect Ltd 1 023 -2,39 714 -9,63
2026-05-08 13F Stonebridge Financial Planning Group, LLC 3 738 -7,36 2 608 -14,27
2026-05-08 13F HORAN Wealth, LLC 317 -7,31 221 -14,01
2026-05-29 13F Ipsen Advisor Group LLC 453 -0,88 316 -8,14
2026-04-24 13F Stegent Equity Advisors, Inc. 514 -52,10 359 -55,69
2026-05-14 13F Bank Of Hawaii 0 -100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 731 -1,08 510 -8,44
2026-05-12 13F Circle Wealth Management, LLC 43 069 -0,25 30 050 -7,67
2026-05-13 13F Scotia Capital Inc. 26 860 -11,32 18 741 -17,91
2026-04-27 13F HB Wealth Management, LLC 29 116 -0,56 20 315 -7,95
2026-05-12 13F Axos Invest Inc. 342 -27,08 239 -32,58
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-04-08 13F Wealth Advisors Northwest LLC 768 -0,13 536 -7,60
2026-05-14 13F Baird Financial Group, Inc. 41 645 -4,39 29 057 -11,50
2026-04-29 13F Signet Private Wealth LLC 0 -100,00 0
2026-05-05 13F Portfolio Strategies, Inc. 38 984 -2,04 27 200 -9,28
2026-05-14 13F Jacobi Capital Management LLC 5 502 -0,92 3 839 -8,27
2026-04-08 13F Sax Wealth Advisors, Llc 1 828 -1,93 1 378 -1,92
2026-04-27 13F Tennessee Valley Asset Management Partners 0 -100,00 0
2026-05-06 13F Ascent Wealth Partners, LLC 2 229 -0,49 1 555 -7,88
2026-05-05 13F Capital Investment Advisory Services, LLC 1 257 -2,41 877 -9,69
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 362 -44,56 252 -48,78
2026-05-15 13F Manufacturers Life Insurance Company, The 16 065 -54,11 11 209 -57,53
2026-05-12 13F IFG Advisory, LLC 218 -98,62 152 -98,73
2026-05-15 13F Peapack Gladstone Financial Corp 73 957 -0,72 52 -8,93
2026-04-20 13F TFB Advisors LLC 570 -8,95 398 -15,71
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 298 284 -3,94 208 119 -11,08
2026-05-15 13F Tower Research Capital LLC (TRC) 5 028 -53,50 3 508 -56,96
2026-05-15 13F Ascent Group, LLC 4 505 -2,30 3 143 -9,55
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-04-08 13F Gilman Hill Asset Management, LLC 1 000 -5,84 698 -12,87
2026-04-29 13F Sigma Investment Counselors Inc 1 297 -25,37 905 -30,92
2026-05-04 13F Sigma Planning Corp 11 188 -1,12 7 806 -6,11
2026-02-02 13F Advisors Preferred, LLC 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 12 074 -1,24 9 102 -0,30
2026-04-28 13F Ntv Asset Management Llc 376 -28,52 262 -33,84
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-24 13F Squire Investment Management Company, LLC 961 -0,52 670 -7,84
2026-05-01 13F Associated Banc-corp 6 076 -0,93 4 239 -8,29
2026-04-15 13F Valley National Advisers Inc 9 122 -1,47 6 0,00
2026-04-28 13F Nvest Financial, LLC 636 -0,16 444 -7,71
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Quantbot Technologies LP 0 -100,00 0
2026-05-14 13F Betterment LLC 3 322 -16,89 2 -33,33
2026-04-23 13F Northstar Asset Management Llc 109 159 -0,67 76 162 -8,06
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 544 -6,04 379 -13,07
2026-04-21 13F Asset Planning Services Inc /la/ /adv 775 -4,32 1
2026-05-15 13F RMB Capital Management, LLC 23 155 -0,03 16 156 -7,47
2026-05-21 13F Verus Capital Partners, Llc 1 118 -16,32 780 -22,54
2026-04-27 13F Wbh Advisory Inc 80 807 -8,52 57 102 -14,24
2026-05-06 13F Hallmark Capital Management Inc 1 611 -10,75 1 124 -17,43
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 167 353 -2,44 117 -10,08
2026-04-15 13F Curran Financial Partners, LLC 1 083 -95,28 756 -95,63
2026-05-12 13F Tiaa Trust, National Association 50 -99,89 35 -99,90
2026-05-05 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2 747 -57,59 1 917 -60,75
2026-05-15 13F Osbon Capital Management Llc 17 538 -2,91 12 237 -10,13
2026-04-29 13F Axxcess Wealth Management, Llc 19 189 -4,20 13 388 -11,33
2026-04-30 13F Petix & Botte Co 302 -49,50 422 -6,43
2026-05-14 13F Zacks Investment Management 1 487 -1,72 1 038 -8,96
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 514 -0,39 358 -7,73
2026-04-13 13F LexAurum Advisors, LLC 803 -4,18 560 -10,40
2026-05-15 13F Keating Financial Advisory Services, Inc. 156 -1,89 109 -9,24
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-27 13F Victory Financial Group, Llc 0 -100,00 0
2026-01-26 13F Liberty Capital Management, Inc. 600 -19,46 452 -18,71
2026-05-14 13F SWAN Capital LLC 14 724 -11,37 10 273 -17,96
2026-04-22 13F Rolek Wealth Management LLC 2 704 -2,28 1 886 -9,54
2026-05-01 13F Bensler, LLC 1 545 -2,09 1 078 -9,42
2026-02-09 13F Kestra Investment Management, LLC 0 -100,00 0
2026-04-16 13F Smith, Salley & Associates 6 305 -0,93 4 399 -8,30
2026-05-04 13F Checchi Capital Advisers, LLC 3 884 -1,40 2 710 -8,76
2026-05-15 13F Parallax Volatility Advisers, L.P. 0 -100,00 0
2026-06-04 13F Fischer Investment Strategies, Llc 804 -27,76 561 -33,05
2026-04-17 13F Webster Bank, N. A. 389 -3,71 271 -10,86
2026-05-11 13F Fortis Capital Management LLC 422 -7,25 295 -14,29
2026-05-15 13F Citadel Advisors Llc 1 109 -98,64 774 -98,74
2026-04-22 13F Spire Wealth Management 74 776 -10,75 52 173 -17,39
2026-05-15 13F Ameriflex Group, Inc. 694 -1,00 484 -8,52
2026-05-14 13F Bank of Marin 738 -14,58 515 -21,04
2026-04-13 13F Kmg Fiduciary Partners, Llc 1 090 -1,00 761 -8,32
2026-05-15 13F Ameriprise Financial Inc 659 037 -3,94 460 154 -11,05
2026-04-22 13F Quintet Private Bank (Europe) S.A. 1 000 -50,00 698 -53,75
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2026-04-20 13F Hoxton Planning & Management, LLC 1 113 -22,28 777 -28,08
2026-04-29 13F ArborFi Advisors, LLC 0 -100,00 0
2026-05-15 13F National Philanthropic Trust 2 604 -2,47 1 817 -9,74
2026-05-08 13F Jackson Hole Capital Partners, LLC 280 -6,67 195 -13,72
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-07 13F First Financial Corp /in/ 20 097 -2,50 14 022 -9,75
2026-05-06 13F FSA Advisors, Inc. 306 -96,02 214 -19,62
2026-05-06 13F Wall Street Financial Group, Inc. 16 432 -11,17 11 465 -17,84
2026-04-22 13F M3 Advisory Group, LLC 289 -0,69 202 -8,22
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-04-28 13F Bravias Capital Group, LLC 11 230 -19,69 7 835 -25,66
2026-04-08 13F Capital Advisors Wealth Management, LLC 30 531 -19,23 21 302 -25,24
2026-04-13 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-15 13F Bamco Inc /ny/ 0 -100,00 0
2026-05-18 13F Alexander Labrunerie & Co., Inc. 17 000 -8,12 11 861 -14,95
2026-04-29 13F Strategic Blueprint, LLC 8 377 -1,02 5 845 -8,37
2026-04-20 13F Fiduciary Alliance LLC 3 733 -2,20 2 927 1,74
2026-02-13 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-04-09 13F Park Place Capital Corp 219 -2,23 153 -9,52
2026-05-14 13F Venture Visionary Partners LLC 2 403 -7,51 1 677 -14,35
2026-04-27 13F Marotta Asset Management 40 863 -2,51 28 876 -8,61
2026-05-14 13F White Lighthouse Investment Management Inc. 32 386 -0,91 22 597 -8,28
2026-05-21 13F Raab & Moskowitz Asset Management LLC 9 135 -3,34 6 373 -10,53
2026-05-12 13F Community Bank, N.A. 2 540 -5,05 1 772 -12,10
2026-05-11 13F Cadinha & Co Llc 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 27 040 -2,13 18 867 -9,41
2026-05-13 13F/A Quadrant Capital Group Llc 8 345 -0,08 5 823 -7,51
2026-05-05 13F Luts & Greenleigh Group, Inc 1 114 -1,42 777 -8,70
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 3 256 -0,85 2 272 -8,24
2026-05-01 13F Welch & Forbes Llc 670 -3,60 467 -10,71
2026-05-08 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-04-23 13F BXM Wealth LLC 0 -100,00 0
2026-05-06 13F North Star Asset Management Inc 1 120 -78,95 781 -80,52
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2026-05-15 13F Cerity Partners LLC 249 812 -0,84 174 301 -8,21
2026-04-16 13F Sweeney & Michel, Llc 696 -15,23 528 -14,01
2026-05-05 13F D.a. Davidson & Co. 15 052 -2,15 10 503 -9,43
2026-05-11 13F Empirical Asset Management, LLC 948 -96,16 662 -25,56
2026-05-15 13F Silvercrest Asset Management Group Llc 829 -25,25 578 -30,78
2026-05-06 13F Fidelis Capital Partners, LLC 858 -2,50 599 -9,80
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-04-13 13F Shira Ridge Wealth Management 5 086 -0,51 3 549 -7,92
2026-04-20 13F Davis Investment Partners, LLC 6 956 -0,91 4 853 -8,55
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-28 13F Cordoba Advisory Partners LLC 0 -100,00 0
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-13 13F Family Office Research LLC 1 696 -5,46 1 184 -13,59
2026-05-08 13F Moors & Cabot, Inc. 1 713 -0,17 1 195 -7,66
2026-05-28 13F Cozad Asset Management Inc 5 035 -0,12 3 513 -7,53
2026-02-06 13F New Millennium Group LLC 479 -2,44 361 -1,64
2026-04-20 13F First Bancorp, Inc /ME/ 6 298 -13,70 4 394 -20,12
2026-04-22 13F Onyx Bridge Wealth Group LLC 906 -18,16 632 -24,22
2026-04-28 13F Kingswood Wealth Advisors, Llc 7 655 -46,75 5 341 -50,72
2026-05-13 13F PKS Advisory Services, LLC 991 -0,80 692 -8,23
2026-05-14 13F Blueshift Asset Management, LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 5 629 -1,00 4 -25,00
2026-05-15 13F Mission Wealth Management, Lp 5 761 -16,22 4 020 -22,46
2026-04-09 13F Curated Wealth Partners LLC 4 284 -0,21 2 989 -7,60
2026-04-22 13F Coastal Investment Advisors, Inc. 6 530 -20,19 4 556 -26,14
2026-05-05 13F Coquina Private Wealth LLC 899 -6,35 627 -13,28
2026-04-28 13F Appleton Partners Inc/ma 1 460 -2,34 1 0,00
2026-05-07 13F Avidian Wealth Solutions, LLC 6 310 -2,28 4 403 -9,55
2026-04-15 13F Oak Asset Management, LLC 0 -100,00 0
2026-04-24 13F RKL Wealth Management LLC 0 -100,00 0
2026-05-15 13F Squarepoint Ops LLC 5 524 -64,23 3 854 -66,89
2026-02-06 13F GPS Wealth Strategies Group, LLC 2 353 -95,22 1 774 -95,18
2026-04-30 13F KLCM Advisors, Inc. 0 -100,00 0
2026-05-05 13F Regions Financial Corp 2 512 -10,32 1 753 -17,01
2026-05-15 13F Weaver Consulting Group 352 -1,68 246 -9,26
2026-05-01 13F MOKAN Wealth Management Inc. 910 -95,09 635 -95,45
2026-04-27 13F Wealthstar Advisors, Llc 0 -100,00 0
2026-04-15 13F Independence Financial Advisors, LLC 0 -100,00 0
2026-04-09 13F Planned Solutions, Inc. 347 -1,98 242 -9,40
2026-04-08 13F WealthCare Investment Partners, LLC 1 816 -8,00 1 301 -12,87
2026-05-04 13F Objective Capital Management, LLC 0 -100,00 0
2026-04-16 13F Quotient Wealth Partners, LLC 409 -7,88 285 -14,67
2026-04-08 13F Parisi Gray Wealth Management 547 -3,70 381 -10,98
2026-05-13 13F Parker Investment Management, LLC 5 254 -1,96 3 666 -9,23
2026-04-08 13F Stonebridge Financial Group, LLC 471 -31,04 329 -36,19
2026-04-03 13F Coastline Trust Co 154 -26,32 107 -31,85
2026-04-20 13F Foster Victor Wealth Advisors, LLC 379 -3,81 292 -2,35
2026-01-29 13F Resonant Capital Advisors, LLC 0 -100,00 0
2026-04-21 13F RCS Financial Planning, LLC 0 -100,00 0
2026-04-21 13F Unique Wealth, Llc 2 668 -2,91 1 862 -10,14
2026-04-21 13F Tritonpoint Wealth, Llc 3 052 -0,13 2 130 -7,56
2026-06-01 13F Flagship Wealth Advisors, Llc 1 000 -54,79 663 -60,23
2026-05-13 13F LM Advisors LLC 1 489 -24,84 2 0,00
2026-05-12 13F Channel Wealth Llc 0 -100,00 0
2026-01-20 13F Whalen Wealth Management Inc. 0 -100,00 0
2026-05-07 13F Hopwood Financial Services, Inc. 4 220 -2,97 2 944 -10,19
2026-05-13 13F Freestone Capital Holdings, LLC 7 201 -1,38 5 024 -8,70
2026-04-16 13F IVC Wealth Advisors LLC 941 -0,42 657 -7,87
2026-04-28 13F Integrated Advisors Network LLC 397 -5,02 277 -12,10
2026-04-20 13F McMahon Financial Advisors, LLC 1 287 -2,65 898 -9,94
2026-05-15 13F Mercer Global Advisors Inc /adv 167 682 -32,82 116 995 -37,82
2026-05-08 13F Evolution Wealth Advisors, LLC 6 408 -2,42 4 471 -9,68
2026-04-28 13F Atticus Wealth Management, Llc 3 063 -1,57 2 137 -8,87
2026-05-04 13F New Wave Wealth Advisors Llc 0 -100,00 0
2026-05-14 13F Vivaldi Capital Management, LLC 1 337 -34,75 933 -39,64
2026-05-06 13F Clifford Swan Investment Counsel Llc 3 321 -0,21 2 317 -7,62
2026-05-12 13F Curio Wealth, Llc 52 -51,40 36 -55,56
2026-05-12 13F Reyes Financial Architecture, Inc. 0 -100,00 0
2026-05-19 13F/A Eley Financial Management, Inc 7 461 -3,34 5 206 -10,54
2026-05-11 13F Beacon Capital Management, LLC 21 117 -13,60 14 734 -20,03
2026-05-11 13F Oxford Wealth Group, LLC 0 -100,00 0
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4 381 -8,40 3 056 -15,23
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2 739 -1,15 1 911 -8,52
2026-04-17 13F Baker Ellis Asset Management LLC 32 173 -3,74 22 448 -10,90
2026-05-14 13F Nicolet Bankshares Inc 1 455 -21,31 1 019 -26,85
2026-04-27 13F JM2 Capital Inc. 6 672 -0,18 4 655 -7,60
2026-05-15 13F London & Capital Asset Management Ltd 0 -100,00 0
2026-05-14 13F Keebeck Wealth Management, LLC 36 809 -5,41 25 683 -12,44
2026-05-08 13F Bokf, Na 16 215 -1,09 11 314 -8,45
2026-05-14 13F Advisory Alpha, LLC 1 873 -5,26 1 308 -12,33
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 11 872 -5,84 8 283 -12,84
2026-04-24 13F Heritage Investors Management Corp 658 -23,84 0
2026-04-28 13F MBL Wealth, LLC 3 214 -0,50 2 242 -7,89
2026-04-17 13F Swp Financial Llc 375 -5,54 262 -12,71
2026-05-11 13F Atlas Capital Advisors Llc 13 313 -8,54 9 289 -15,35
2026-05-13 13F Cetera Investment Advisers 335 560 -0,25 234 127 -7,67
2026-05-11 13F CLARET ASSET MANAGEMENT Corp 1 088 -0,55 1
2026-04-20 13F Emprise Bank 0 -100,00 0
2026-04-20 13F First PREMIER Bank 16 627 -1,52 12 -8,33
2026-05-06 13F ProVise Management Group, LLC 475 -0,84 331 -8,31
2026-04-24 13F Charter Oak Capital Management, LLC 1 090 -21,41 761 -27,27
2026-05-11 13F Manchester Capital Management LLC 8 462 -0,11 5 904 -7,53
2026-04-24 13F Essex Financial Services, Inc. 4 712 -3,40 3 288 -10,58
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 431 -12,22 301 -18,70
2026-04-17 13F Certified Advisory Corp 18 120 -0,45 12 643 -7,86
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-08 13F Towerpoint Wealth, LLC 1 860 -14,91 1 298 -21,30
2026-05-05 13F Advisory Advocates, LLC 2 061 -0,87 1 438 -8,23
2026-05-15 13F Qube Research & Technologies Ltd 690 -53,50 481 -56,98
2026-02-12 13F Gallagher Capital Advisors, LLC 0 -100,00 0 -100,00
2026-05-13 13F Brinker Capital Investments, LLC 1 672 -67,03 1 167 -69,50
2026-05-04 13F Westside Investment Management, Inc. 711 -2,74 498 -9,62
2026-04-20 13F Eagle Strategies LLC 1 176 -0,17 821 -7,55
2026-04-17 13F BCS Wealth Management 527 -50,00 367 -53,78
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-04-27 13F Level Wealth Management LLC 1 569 -11,16 1 095 -17,74
2026-04-27 13F Colonial River Wealth Management, LLC 503 -6,85 351 -14,00
2026-05-12 13F Sivia Capital Partners, LLC 0 -100,00 0
2026-04-20 13F GSB Wealth Management, LLC 488 -4,31 340 -11,46
2026-04-30 13F Colton Groome Financial Advisors, Llc 417 -27,73 291 -33,18
2026-05-06 13F Avalon Trust Co 145 -7,05 101 -13,68
2026-04-21 13F Sims Investment Management, Llc 700 -0,85 488 -8,27
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-22 13F Bay Capital Advisors, LLC 663 -7,92 463 -14,76
2026-04-16 13F Telos Capital Management, Inc. 1 859 -7,14 1 297 -14,05
2026-05-07 13F Symphony Financial Services, Inc. 4 179 -2,95 2 916 -10,17
2026-04-06 13F Highline Wealth Partners Llc 5 562 -2,27 3 881 -9,54
2026-05-12 13F Strategy Asset Managers Llc 445 -3,68 311 -10,92
2026-04-20 13F Penobscot Wealth Management 15 028 -8,18 10 485 -15,01
2026-05-08 13F/A Beacon Capital Management, Inc. 100 828 -30,82 70 350 -35,96
2026-05-12 13F Resolute Capital, Llc 441 -0,68 308 -8,08
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-16 13F Trinity Legacy Partners, LLC 8 469 -0,85 6 522 1,29
2026-04-24 13F Zwj Investment Counsel Inc 304 -1,94 212 -9,01
2026-05-13 13F 49 Wealth Management, Llc 318 -11,42 222 -18,15
2026-04-16 13F Davis Capital Management 284 -1,05 198 -8,33
2026-04-24 13F My Purposeful Wealth Corp. 823 -8,56 574 -15,49
2026-04-30 13F Verdence Capital Advisors LLC 973 -2,11 679 -9,35
2026-05-06 13F Tandem Wealth Advisors LLC 9 316 -29,31 6 500 -24,10
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 303 -1,94 211 -9,05
2026-05-08 13F Prime Capital Investment Advisors, LLC 8 689 -5,45 6 062 -12,49
2026-05-05 13F Sanctuary Advisors, LLC 90 524 -0,77 63 160 -8,15
2026-05-15 13F Harbour Investments, Inc. 43 372 -33,56 30 262 -38,50
2026-05-19 13F Paragon Private Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 252 400 -29,91 176 105 -35,12
2026-05-06 13F LPL Financial LLC 1 252 584 -3,79 873 953 -10,94
2026-05-15 13F Susquehanna International Group, Llp Put 150 300 -32,27 104 867 -37,30
2026-04-23 13F Cornerstone Wealth Management, LLC 2 484 -10,87 1 733 -17,48
2026-04-28 13F Altfest L J & Co Inc 0 -100,00 0
2026-02-12 13F Howland Capital Management Llc 0 -100,00 0
2026-04-15 13F Parsons Capital Management Inc/ri 1 316 -3,87 918 -10,96
2026-05-01 13F Sachetta, LLC 0 -100,00 0
2026-05-13 13F Douglass Winthrop Advisors, LLC 3 070 -3,91 2 142 -11,05
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 492 -1,01 343 -8,29
2026-04-13 13F Lake Street Financial Llc 1 125 -7,25 785 -14,11
2026-04-20 13F Fairvoy Private Wealth, LLC 836 -14,78 583 -21,11
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100,00 0 -100,00
2026-04-24 13F American Institute for Advanced Investment Management, LLP 2 197 -1,35 1 533 -8,70
2026-05-19 13F McIlrath & Eck, LLC 49 -5,77 34 -12,82
2026-04-16 13F Sheets Smith Wealth Management 566 -2,58 395 -9,84
2026-04-21 13F Old National Bancorp /in/ 5 768 -4,50 4 024 -11,60
2026-05-13 13F Quantum Capital Management, LLC / NJ 0 -100,00 0
2026-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2026-05-07 13F Midland Wealth Advisors Llc 293 -31,54 204 -36,65
2026-05-11 13F Optimist Retirement Group LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 4 271 -9,19 2 980 -15,94
2026-04-30 13F Mmbg Investment Advisors Co. 7 250 -0,96 5 058 -8,32
2026-04-13 13F Enclave Advisors LLC 36 510 -3,32 25 474 -10,51
2026-05-15 13F TRUE Private Wealth Advisors 17 390 -10,75 12 134 -17,39
2026-05-13 13F Archetype Wealth Partners 1 251 -22,83 1 -100,00
2026-05-11 13F Camden Capital, LLC 5 646 -5,41 3 939 -12,47
2026-05-08 13F Schrum Private Wealth Management LLC 2 889 -2,13 2 016 -9,44
2026-05-15 13F/A Spears Abacus Advisors LLC 3 337 -6,45 2 328 -13,43
2026-04-28 13F Whittier Trust Co 3 188 -13,53 2 283 -19,19
2026-04-29 13F Sunrise Financial Services, LLC 1 686 -9,35 1 176 -16,12
2026-05-14 13F Kane Investment Management, Inc. 957 -4,49 643 -14,83
2026-05-13 13F Federation des caisses Desjardins du Quebec 6 582 -42,00 4 592 -46,32
2026-04-21 13F Signature Wealth Management Partners, LLC 557 -9,72 389 -16,56
2026-05-13 13F Davis R M Inc 3 082 -0,74 2 150 -8,12
2026-05-12 13F Belvedere Trading LLC Put 1 400 -6,67 977 -13,63
2026-05-12 13F Garrison Point Advisors, Llc 1 677 -0,30 1 170 -7,66
2026-05-06 13F Greenwood Gearhart Inc 10 447 -45,01 7 289 -49,10
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 992 -68,12 675 -71,45
2026-05-14 13F Cambria Investment Management, L.P. 1 192 -6,14 832 -13,17
2026-04-24 13F FRG Family Wealth Advisors LLC 5 834 -11,61 4 070 -18,17
2026-05-13 13F Kraematon Investment Advisors, Inc 1 053 -1,77 735 -9,05
2026-04-16 13F Capital Investment Advisors, LLC 2 578 -5,98 1 798 -12,97
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-04-14 13F Regent Peak Wealth Advisors LLC 2 322 -0,98 1 620 -8,32
2026-05-06 13F WealthTrust Asset Management, LLC 0 -100,00 0
2026-05-12 13F Insigneo Advisory Services, Llc 4 912 -3,00 3 427 -10,22
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 720 -5,88 502 -12,85
2026-05-05 13F Bluedoor Private Wealth, Llc 1 799 -4,61 1 255 -11,68
2026-01-20 13F Maryland Capital Advisors Inc. 179 -21,15 135 -20,71
2026-05-07 13F Sagespring Wealth Partners, Llc 2 936 -13,34 2 049 -19,78
2026-04-07 13F Cooper Financial Group 445 -5,92 311 -12,92
2026-04-28 13F Robertson Stephens Wealth Management, LLC 34 059 -0,79 23 764 -8,17
2026-05-15 13F Inspire Advisors, LLC 1 416 -31,23 988 -36,36
2026-04-23 13F Caliber Wealth Management, LLC / KS 735 -1,61 513 -9,06
2026-04-13 13F Mather Group, Llc. 7 005 -2,59 4 887 -9,83
2026-05-15 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 6 183 -22,98 4 -33,33
2026-04-08 13F Castle Rock Wealth Management, LLC 366 -4,19 261 -6,47
2026-05-07 13F Hollencrest Capital Management 58 735 -0,07 40 980 -7,50
2026-05-05 13F Fisher Asset Management, LLC 64 796 -1,37 45 210 -8,70
2026-01-07 13F Aquire Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Madden Advisory Services, Inc. 21 282 -1,77 14 849 -9,08
2026-05-01 13F/A Lodestone Wealth Management LLC 163 -17,68 113 -23,65
2026-05-08 13F Indie Asset Partners, LLC 0 -100,00 0
2026-05-08 13F SYM FINANCIAL Corp 1 437 -4,83 1 003 -11,95
2026-05-01 13F DMKC Advisory Services, LLC 484 -18,66 338 -24,78
2026-04-21 13F Encompass Wealth Advisors, Llc 354 -39,18 247 -43,84
2026-05-13 13F Ridge Creek Global, Inc 8 946 -1,81 6 242 -9,12
2026-05-11 13F Evermay Wealth Management Llc 95 -5,00 66 -12,00
2026-02-13 13F Quartz Partners, LLC 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 13 609 -36,43 9 495 -40,59
2026-02-10 13F Transatlantique Private Wealth Llc 11 430 -5,83 8 616 -4,92
2026-05-11 13F Castlekeep Investment Advisors Llc 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 20 241 -5,02 14 122 -12,08
2026-05-05 13F Holistic Financial Partners 834 -6,29 582 -13,28
2026-05-12 13F Thoroughbred Financial Services, Llc 1 128 -0,18 1
2026-05-15 13F Round Rock Advisors, LLC 2 439 -8,75 1 702 -15,54
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 375 -2,60 0
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 817 -73,09 570 -75,36
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-28 13F PUREfi Wealth, LLC 621 -0,80 434 -8,26
2026-04-29 13F W Advisors, Llc 3 453 -1,88 2 409 -9,16
2026-05-08 13F Addison Advisors LLC 44 -39,73 31 -45,45
2026-05-11 13F Trillium Asset Management, Llc 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 726 799 -2,69 507 103 -9,93
2026-05-11 13F Vantagepoint Investment Advisers Llc 471 293 -14,86 328 831 -21,19
2026-05-05 13F Leo Wealth, LLC 1 296 -2,04 904 -9,33
2026-05-04 13F WJ Financial Advisors LLC 2 348 -0,38 1 638 -7,83
2026-05-11 13F Guardian Capital, LLC 2 963 -21,74 2 067 -27,55
2026-05-13 13F First Citizens Bank & Trust Co 0 -100,00 0
2026-05-20 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-05-06 13F Sound View Wealth Advisors Group, LLC 25 111 -1,28 17 520 -8,62
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 17 372 -1,46 12 121 -8,79
2026-04-17 13F High Net Worth Advisory Group LLC 5 670 -3,75 3 956 -10,90
2026-04-14 13F Nova Wealth Management, Inc. 1 405 -0,78 980 -8,15
2026-05-13 13F GW&K Investment Management, LLC 0 -100,00 0
2026-04-27 13F Soltis Investment Advisors LLC 3 233 -42,53 2 256 -46,82
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 515 -2,46 359 -9,57
2026-04-22 13F Advocate Investing Services LLC 1 914 -0,52 1 335 -7,93
2026-04-28 13F Belpointe Asset Management LLC 9 109 -16,42 6 357 -22,62
2026-05-06 13F Diversified Portfolios, Inc. 547 -52,60 382 -56,16
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 432 -3,79 301 -10,95
2026-04-21 13F Pinnacle Associates Ltd 56 565 -1,13 39 467 -8,48
2026-05-12 13F Rsm Us Wealth Management Llc 10 446 -3,27 7 288 -11,32
2026-04-13 13F Creative Financial Designs Inc /adv 11 520 -5,09 8 038 -12,14
2026-05-15 13F Teucrium Investment Advisors, LLC 0 -100,00 0
2026-05-14 13F Evoke Wealth, Llc 4 547 -0,07 3 173 -7,49
2026-04-15 13F Zullo Investment Group, Inc. 2 382 -3,48 1 662 -10,70
2026-04-21 13F Pacific Park Financial, Inc. 329 -4,08 230 -11,24
2026-05-15 13F FIL Ltd 35 544 -29,29 24 800 -34,54
2026-04-28 13F Whittier Trust Co Of Nevada Inc 507 -48,99 363 -52,30
2026-05-07 13F Florida Financial Advisors, Llc 0 -100,00 0
2026-01-08 13F Legacy Private Trust Co. 0 -100,00 0
2026-04-20 13F New Hampshire Trust 0 -100,00 0
2026-05-07 13F Madison Asset Management, LLC 49 886 -14,17 34 807 -20,55
2026-05-15 13F X-Square Capital, LLC 345 -4,70 0
2026-04-24 13F Peoples Bank /oh 922 -5,82 643 -12,75
2026-04-15 13F Seacrest Wealth Management, Llc 8 418 -2,93 5 874 -11,59
2026-04-21 13F Welch Group, LLC 922 -19,48 643 -25,49
2026-05-06 13F Meridian Wealth Management, LLC 3 105 -0,83 2 166 -8,22
2026-05-13 13F Argent Trust Co 1 152 -1,03 804 -8,44
2026-04-24 13F Financial Plan, Inc. 528 -23,59 368 -29,23
2026-04-13 13F Massmutual Trust Co Fsb/adv 47 309 -0,11 33 008 -7,54
2026-05-14 13F Redwood Financial Network Corp 1 094 -47,02 763 -50,96
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 61 848 -2,44 43 152 -9,70
2026-05-13 13F Hudock, Inc. 963 -0,82 672 -8,07
2026-04-21 13F Kane Co Wealth Management, Inc. 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 212 -5,36 148 -12,50
2026-05-11 13F Biltmore Family Office, LLC 1 202 -8,03 839 -14,84
2026-05-04 13F Geneos Wealth Management Inc. 1 156 -14,56 807 -20,98
2026-05-13 13F Edmond De Rothschild Holding S.a. 70 -48,91 49 -53,40
2026-05-01 13F Citizens Financial Group Inc/ri 4 175 -3,02 2 913 -10,23
2026-05-05 13F Sherry Group, Inc. 1 527 -0,97 1 065 -9,21
2026-05-08 13F Align Financial, LLC 292 -99,87 204 -7,73
2026-05-14 13F Arcadia Wealth Management, Inc. 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-04 13F MEMBERS Trust Co 0 -100,00 0
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-05-11 13F Allianz Asset Management GmbH 3 300 -84,40 2 302 -85,56
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 452 -0,88 315 -8,16
2026-04-27 13F Albion Financial Group /ut 1 229 -0,81 857 -8,15
2026-04-16 13F Ttp Investments, Inc. 0 -100,00 0
2026-04-20 13F Segment Wealth Management, LLC 1 064 -25,02 742 -30,59
2026-04-28 13F BLB&B Advisors, LLC 4 289 -1,36 2 993 -8,70
2026-05-11 13F Becker Capital Management Inc 1 097 -0,63 765 -8,05
2026-04-28 13F GM Advisory Group, Inc. 322 -0,62 225 -8,20
2026-05-08 13F Glenview Trust Co 524 -0,95 366 -8,29
2026-05-11 13F Richmond Brothers, Inc. 9 030 -2,14 6 299 -9,43
2026-04-22 13F Lam Group, Inc. 4 983 -0,50 3 477 -7,92
2026-05-14 13F Battery Global Advisors, LLC 371 -93,93 259 -77,89
2026-05-14 13F Rubicon Advisors, GP 439 -4,15 306 -11,30
2026-04-22 13F RBA Wealth Management, LLC 5 272 -0,21 3 679 -7,63
2026-05-14 13F Redwood Investment Management, Llc 1 697 -0,06 1 0,00
2026-01-07 13F Significant Wealth Partners LLC 0 -100,00 0 -100,00
2026-05-04 13F Wsfs Capital Management, Llc 2 742 -11,03 1 913 -17,65
2026-04-09 13F CRA Financial Services, LLC 2 738 -2,11 1 910 -9,39
2026-05-15 13F Advisor Group Holdings, Inc. 262 382 -2,72 183 240 -9,96
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 2 060 -84,11 1 377 -85,91
2026-04-21 13F E&G Advisors, LP 12 445 -0,67 8 683 -8,06
2026-05-08 13F Payne Capital Management, LLC 638 -24,68 445 -30,25
2026-04-08 13F Miracle Mile Advisors, LLC 4 144 -3,34 2 891 -10,52
2026-05-05 13F Rollins Financial Advisors, LLC 579 -3,98 404 -11,23
2026-05-14 13F Dorsey & Whitney Trust CO LLC 20 253 -2,88 14 131 -10,10
2026-05-04 13F Mml Investors Services, Llc 80 400 -7,71 56 096 -14,58
2026-04-27 13F Lesa Sroufe & Co 542 -2,69 0
2026-05-12 13F PCM Encore, LLC 534 -1,66 373 -9,05
2026-05-13 13F NFP Retirement, Inc. 8 178 -2,53 5 706 -9,77
2026-02-12 13F Barometer Capital Management Inc. 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-04-13 13F Gateway Investment Advisers Llc 407 -62,69 284 -65,57
2026-05-11 13F Tranquilli Financial Advisor LLC 1 671 -68,23 1 166 -70,61
2026-05-15 13F Wealth Architects, LLC 377 -1,31 263 -8,68
2026-05-11 13F Wells Fargo & Company/mn 1 533 396 -0,66 1 069 881 -8,05
2026-01-29 13F Comerica Bank 70 417 -2,81 53 078 -1,88
2026-05-14 13F Herold Advisors, Inc. 485 -0,61 339 -8,15
2026-05-14 13F Regal Investment Advisors LLC 2 064 -2,82 1 440 -10,06
2026-05-07 13F New Insight Wealth Advisors 15 300 -0,05 10 675 -7,47
2026-05-13 13F Private Wealth Advisors, LLC 2 059 -1,95 1 437 -9,29
2026-05-12 13F Benjamin Edwards Inc 3 325 -31,00 2 321 -36,12
2026-04-24 13F Saxony Capital Management, LLC 608 -15,32 424 -21,63
2026-04-27 13F Td Private Client Wealth Llc 13 535 -0,07 9 444 -7,50
2026-05-04 13F Moment Partners, LLC 1 691 -13,59 1 180 -20,07
2026-05-14 13F Sand Hill Global Advisors, LLC 469 -4,48 327 -11,62
2026-05-12 13F Strategic Wealth Partners, Ltd. 134 -8,84 94 -15,45
2026-05-15 13F CI Private Wealth, LLC 114 250 -2,24 76 901 -12,71
2026-04-09 13F Tilia Fiduciary Partners, Inc. 485 -11,01 338 -17,56
2026-05-13 13F Monograph Wealth Advisors, Llc 857 -4,35 598 -11,56
2026-04-14 13F Plancorp, LLC 2 092 -0,33 1 555 -1,71
2026-04-10 13F Field & Main Bank 0 -100,00 0
2026-05-15 13F St. Nicholas Private Asset Management, Inc 4 806 -0,08 3 353 -7,50
2026-05-07 13F University Of Texas/texas Am Investment Managment Co 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-06 13F Barings Llc 29 983 -21,55 20 920 -27,38
2026-04-14 13F Patriot Investment Management Inc. 5 878 -1,21 4 101 -8,56
2026-04-08 13F Wealthspan Partners, Llc 412 -19,06 287 -25,07
2026-05-12 13F Ameritas Advisory Services, LLC 30 523 -19,85 21 296 -25,81
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 652 -46,43 455 -50,38
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 1 454 -2,55 1 014 -9,79
2026-05-13 13F Garden State Investment Advisory Services LLC 474 -55,95 332 -59,19
2026-04-24 13F Keybank National Association/oh 4 928 -46,55 3 438 -50,53
2026-04-16 13F Brookstone Capital Management 14 440 -17,95 10 075 -24,04
2026-04-16 13F Phillips Financial Management, Llc 36 -45,45 25 -50,00
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista