Własność instytucjonalna i funduszowa – Sprzedający
Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizujaby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Ai Financial Services Llc | 42 094 | -8,11 | 2 275 | -7,60 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 8 919 | -0,72 | 482 | 0,00 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6 604 | -0,11 | 357 | 0,28 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 36 136 | -7,58 | 1 953 | -7,04 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 6 241 | -1,81 | 337 | -1,17 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 33 967 | -2,21 | 1 836 | -1,71 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 601 | -20,29 | 32 | -20,00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 52 764 | -0,08 | 2 852 | 0,46 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 60 355 | -1,45 | 3 262 | -0,91 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 5 462 | -41,57 | 295 | -41,24 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 205 744 | -3,70 | 11 | 0,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 751 034 | -3,75 | 40 376 | -4,50 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 123 785 | -0,85 | 6 691 | -0,31 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 37 936 | -7,81 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 15 800 | -48,44 | 854 | -48,15 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 81 000 | -0,89 | 4 378 | -0,34 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 31 162 | -14,34 | 1 684 | -13,86 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 104 345 | -6,63 | 5 640 | -6,13 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 38 475 | -3,75 | 2 080 | -3,26 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 9 624 | -0,06 | 520 | 0,58 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 24 575 | -2,83 | 1 296 | -4,71 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 494 699 | -7,42 | 26 738 | -6,92 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 49 376 | -13,90 | 2 669 | -13,46 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 305 366 | -14,67 | 16 505 | -14,21 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 6 083 | -0,51 | 327 | -1,21 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 8 691 | -6,12 | 470 | -5,63 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 102 023 | -1,54 | 5 514 | -1,01 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 4 585 | -1,04 | 262 | 5,22 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 31 005 | -14,32 | 1 676 | -13,88 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 226 058 | -31,06 | 12 218 | -30,69 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 7 737 | -29,19 | 418 | -28,79 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 18 494 | -0,62 | 1 000 | -0,10 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 11 883 | -89,15 | 642 | -89,10 | ||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 1 401 133 | -2,69 | 75 731 | -2,17 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 612 414 | -19,99 | 33 101 | -19,75 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 16 299 | -4,83 | 881 | -4,35 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 7 287 | -36,10 | 394 | -35,89 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 61 549 | -7,80 | 3 327 | -7,30 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 64 066 | -0,58 | 3 463 | -0,06 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 240 248 | -4,85 | 12 916 | -5,59 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 247 580 | -0,98 | 13 382 | -0,45 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 8 600 | -38,69 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 241 190 | -3,60 | 13 036 | -3,08 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 117 114 | -35,83 | 6 329 | 70 211,11 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 37 998 | -0,07 | 2 054 | 0,44 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 492 893 | -19,19 | 26 641 | -18,75 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 32 062 | -2,59 | 1 733 | -2,09 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 319 374 | -37,08 | 17 262 | -36,74 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 114 586 | -0,61 | 6 | 0,00 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8 418 | -0,34 | 455 | 0,22 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 90 680 | -0,08 | 4 901 | 0,47 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 10 748 | -5,40 | 581 | -4,92 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 539 | -52,43 | 29 | -51,67 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 84 936 | -1,37 | 4 591 | -0,84 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 8 469 | -4,46 | 458 | -3,99 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 20 348 | -82,44 | 1 100 | -82,36 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 145 846 | -0,95 | 7 883 | -0,42 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 4 472 | -11,38 | 242 | -11,07 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 92 840 | -5,80 | 5 018 | -5,29 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 11 035 | -0,90 | 1 | |||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 42 386 | -0,71 | 2 291 | -0,17 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Call | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 2 133 041 | -3,12 | 115 291 | -2,60 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 9 515 | -2,66 | 514 | -2,10 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 55 967 | -2,18 | 3 025 | -1,66 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 59 786 | -19,44 | 3 231 | -19,00 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 9 348 | -50,44 | 505 | -50,15 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 516 261 | -15,06 | 27 904 | -14,60 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 14 218 | -1,11 | 768 | -0,52 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 394 503 | -1,14 | 21 323 | -0,61 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 30 027 | -5,79 | 1 623 | -5,31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 569 | -0,25 | 85 | 0,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 13 882 | -11,02 | 750 | -10,50 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 10 613 | -12,66 | 574 | -12,25 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 195 009 | -1,38 | 10 540 | -0,85 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 616 | -42,05 | 33 | -42,11 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 47 209 | -7,13 | 2 552 | -6,63 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 13 173 | -1,19 | 712 | -0,56 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 6 995 | -4,31 | 378 | -3,82 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 63 598 | -1,78 | 3 437 | -1,24 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 35 065 | -1,86 | 1 895 | -1,30 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cabana Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 292 320 | -0,04 | 17 226 | 9,57 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 456 923 | -3,48 | 24 697 | -2,96 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 120 684 | -5,89 | 6 523 | -5,40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6 185 | -88,80 | 334 | -88,74 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3 683 | -0,35 | 198 | -1,50 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 7 138 | -0,39 | 386 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5 868 | -3,15 | 317 | -2,46 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 4 463 | -22,69 | 241 | -22,26 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 21 277 | -0,30 | 1 150 | 0,26 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 20 446 | -73,50 | 1 105 | -73,39 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 7 469 | -87,67 | 404 | -87,62 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 116 260 | -16,38 | 6 284 | -15,94 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 30 866 | -0,98 | 1 668 | -0,42 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 4 269 | -12,43 | 231 | -12,21 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 115 636 | -1,19 | 6 250 | -0,65 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7 904 | -7,60 | 427 | -6,97 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 180 162 | -0,52 | 9 738 | 0,02 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 97 045 | -0,22 | 5 245 | -4,39 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 17 410 | -0,29 | 941 | 0,32 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 139 808 | -10,10 | 7 557 | -9,62 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 113 697 | -3,66 | 6 145 | -3,14 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 7 084 | -1,28 | 383 | -0,78 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 49 304 | -24,33 | 2 665 | -24,02 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 32 401 | -1,99 | 1 751 | -1,46 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 554 | -0,19 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 158 027 | -30,40 | 8 541 | -30,03 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 169 043 | -6,01 | 9 137 | -5,51 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 16 556 | -34,76 | 895 | -34,46 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 267 394 | -22,89 | 14 453 | -22,48 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 166 005 | -1,51 | 8 973 | -1,75 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 575 340 | -5,11 | 31 097 | -4,60 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 5 800 | -0,57 | 313 | 0,00 | ||||
| 2025-12-09 | 13F | Swiss Life Asset Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 27 769 | -0,71 | 1 501 | -0,20 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 141 954 | -2,82 | 7 695 | -2,01 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 5 456 | -23,96 | 295 | -23,64 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34 591 | -7,12 | 1 870 | -6,64 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 256 383 | -4,59 | 13 853 | -4,16 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 13 861 | -10,95 | 749 | -10,41 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 185 885 | -1,44 | 10 047 | -0,91 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 16 800 | -5,96 | 908 | -5,42 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 8 077 | -25,99 | 437 | -25,60 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 64 505 | -5,13 | 3 486 | -4,62 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 22 889 | -85,04 | 1 237 | -84,96 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 56 745 | -11,61 | 3 067 | -11,13 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3 807 | -15,06 | 206 | -14,58 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4 895 | -32,45 | 265 | -32,13 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 34 868 | -1,35 | 2 063 | 4,03 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 58 293 | -12,02 | 3 151 | -16,95 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 98 565 | -18,48 | 5 327 | -18,05 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 84 100 | -54,54 | 4 521 | -54,89 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 92 341 | -2,27 | 4 991 | -1,73 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 85 466 | -0,36 | 4 619 | 0,17 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1 632 519 | -3,30 | 88 238 | -2,78 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 435 614 | -2,29 | 23 545 | -1,77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 6 808 780 | -4,89 | 366 040 | 94 483,72 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 13 607 | -33,59 | 735 | -33,24 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 19 943 | -0,24 | 1 078 | 0,28 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 123 678 | -2,78 | 6 685 | -2,27 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 24 481 | -0,37 | 1 323 | 0,23 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 16 120 | -6,13 | 871 | -5,63 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 35 297 | -1,52 | 1 908 | -0,99 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 19 670 | -84,00 | 1 063 | -83,92 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 329 344 | -4,92 | 17 801 | -4,40 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 5 360 | -2,81 | 290 | -2,36 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 65 928 | -0,53 | 3 563 | 0,00 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 64 872 | -0,16 | 3 506 | 0,37 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 155 921 | -3,91 | 8 428 | -3,39 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 58 071 | -1,84 | 3 122 | -2,62 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 77 096 | -3,51 | 4 167 | -2,98 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 155 098 | -0,29 | 8 383 | 0,25 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 3 000 968 | -9,97 | 162 202 | -9,48 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 37 500 | -0,10 | 2 027 | 0,40 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 4 492 | -13,62 | 243 | -13,26 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 108 876 | -12,41 | 5 885 | -11,94 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 11 828 | -3,27 | 639 | -2,74 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 51 390 | -9,22 | 2 778 | -8,74 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 3 858 | -7,22 | 209 | -6,73 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 90 | -71,52 | 5 | -75,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 14 982 | -14,16 | 1 | |||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 9 368 | -2,34 | 506 | -1,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6 366 278 | -15,02 | 344 674 | -14,42 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 5 910 | -2,96 | 319 | -2,45 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 14 935 | -5,68 | 807 | -5,17 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 688 144 | -65,69 | 37 194 | -65,50 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 17 347 | -6,18 | 938 | -5,73 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28 566 | -0,18 | 1 612 | 4,81 | ||||
| 2026-05-12 | 13F | ESG Planning | 23 059 | -52,18 | 1 246 | -51,93 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 6 031 | -0,84 | 326 | -0,31 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 45 921 666 | -3,12 | 2 482 066 | -2,60 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Amundi | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | DRW Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 209 | -15,38 | 11 | -15,38 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 7 826 | -6,01 | 423 | -5,59 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 11 310 | -8,98 | 611 | -8,53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 123 483 | -0,13 | 6 674 | 0,41 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 54 376 | -5,83 | 2 939 | -5,32 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 142 539 | -0,16 | 7 704 | 0,38 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 62 883 | -5,17 | 3 399 | -4,66 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 49 582 | -1,81 | 2 680 | -1,29 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 26 108 | -9,49 | 1 411 | -8,97 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 99 | -78,05 | 5 | -79,17 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 11 115 | -2,05 | 601 | -1,64 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 178 573 | -1,38 | 9 600 | -2,14 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 87 153 | -0,53 | 4 711 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 48 670 | -6,60 | 2 631 | -6,10 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 17 174 | -2,61 | 928 | -2,11 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hikari Power Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | First Hawaiian Bank | 12 388 | -56,35 | 670 | -56,13 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 6 035 | -34,64 | 326 | -34,27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 27 763 | -1,07 | 1 501 | -0,53 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 187 091 | -8,49 | 10 112 | -8,00 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 316 680 | -20,76 | 17 117 | -20,33 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 5 008 | -16,85 | 271 | -16,41 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 428 878 | -0,17 | 23 181 | 0,36 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 859 343 | -24,65 | 46 447 | -24,24 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 221 005 | -0,93 | 11 945 | -0,40 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 7 968 | -4,14 | 478 | 2,36 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 26 506 | -39,62 | 1 433 | -39,32 | ||||
| 2026-04-22 | 13F | Motco | 10 542 | -11,61 | 570 | -11,23 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 5 449 | -7,11 | 294 | -6,67 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 39 134 | -5,84 | 2 115 | -5,33 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 22 413 | -15,64 | 1 211 | -15,20 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 9 125 | -2,46 | 493 | -1,79 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 7 700 | -5,35 | 416 | -4,81 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 7 691 | -0,47 | 416 | 0,00 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 7 399 | -0,47 | 400 | 0,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 103 291 | -4,07 | 5 583 | -3,56 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 150 533 | -2,46 | 8 136 | -1,93 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 130 921 | -0,19 | 7 076 | 0,34 | ||||
| 2026-05-14 | 13F | Schwerin Boyle Capital Management Inc | 264 964 | -10,49 | 14 321 | -10,01 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 37 013 | -0,07 | 2 001 | 0,45 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 58 090 | -3,04 | 3 140 | -2,52 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 62 649 | -8,57 | 3 386 | -8,06 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 141 118 | -9,91 | 7 627 | -9,43 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 220 091 | -7,93 | 11 896 | -7,44 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 66 651 | -1,51 | 3 603 | -0,99 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 65 726 | -1,83 | 3 552 | -1,31 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 61 | -99,25 | 3 | -99,32 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 45 531 | -16,65 | 2 461 | -16,21 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 383 | -0,97 | 237 | -0,42 | ||||
| 2026-01-26 | 13F/A | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 206 723 | -4,90 | 11 173 | -4,39 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 16 774 | -1,80 | 907 | -1,31 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 217 180 | -9,49 | 11 745 | -8,98 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 256 815 | -2,99 | 13 881 | -2,47 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 7 130 | -12,57 | 385 | -12,10 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 20 060 | -42,92 | 1 084 | -42,62 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 7 129 | -0,54 | 385 | 0,00 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 3 972 | -8,75 | 215 | -8,55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 813 734 | -9,10 | 98 032 | -8,61 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 6 526 | -49,41 | 353 | -49,21 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 4 518 | -7,87 | 244 | -7,22 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 334 664 | -2,38 | 18 089 | -1,58 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 25 195 | -0,10 | 1 362 | 0,44 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 12 990 | -2,62 | 702 | -2,09 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 89 559 | -0,07 | 4 841 | 0,46 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 476 | -75,45 | 26 | -75,96 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 77 296 | -10,97 | 4 178 | -10,58 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 51 124 | -4,56 | 2 763 | -4,03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 62 528 | -6,67 | 3 380 | -6,16 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 9 026 | -14,39 | 488 | -13,96 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 4 325 | -2,50 | 234 | -9,69 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 455 324 | -5,33 | 24 610 | -4,82 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3 830 | -0,36 | 207 | 0,49 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 528 677 | -14,10 | 28 575 | -13,63 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 4 365 | -1,67 | 236 | -1,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 249 | -1,21 | 18 390 | -0,68 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 53 705 | -5,11 | 2 903 | -4,60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 524 222 | -0,66 | 28 334 | -0,12 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 27 707 | -0,53 | 1 498 | 0,00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 25 420 | -10,38 | 1 374 | -9,91 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 31 232 | -2,03 | 1 688 | -1,46 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 22 330 | -10,27 | 1 207 | -9,80 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12 959 833 | -29,55 | 693 051 | -32,23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 27 816 | -2,36 | 1 503 | -1,83 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 526 | -39,54 | 28 | -40,43 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 30 514 | -5,68 | 1 649 | -5,18 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 51 916 | -0,16 | 2 806 | 0,39 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 4 809 | -5,69 | 260 | -5,47 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 5 037 | -6,04 | 272 | -5,56 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 185 172 | -1,68 | 10 009 | -1,15 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 302 611 | -3,82 | 16 356 | -3,29 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 1 769 432 | -8,79 | 95 638 | -8,29 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5 443 | -0,51 | 294 | 0,00 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 112 273 | -0,60 | 6 068 | -0,07 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 21 070 | -3,42 | 1 139 | -2,90 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 11 500 | -35,03 | 622 | -34,70 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 31 661 | -3,42 | 1 711 | -2,89 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 212 048 | -11,56 | 11 461 | -11,08 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 22 795 | -0,83 | 1 232 | -0,24 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 77 755 | -0,47 | 4 203 | 0,07 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 15 413 | -55,81 | 833 | -55,57 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 23 803 | -8,62 | 1 280 | -9,36 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 108 997 | -4,36 | 5 891 | -3,85 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 212 527 | -0,40 | 11 487 | 0,14 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 21 960 | -2,92 | 1 187 | -2,47 | ||||
| 2026-02-17 | 13F | Watershed Asset Management, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 102 382 | -1,90 | 5 534 | -1,37 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 12 936 | -15,11 | 699 | -14,65 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 24 347 658 | -0,08 | 1 315 991 | 0,46 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 16 232 | -2,23 | 877 | -1,68 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 4 088 | -2,39 | 221 | -2,22 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 63 856 | -1,55 | 3 451 | -1,00 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 22 495 | -0,93 | 1 216 | -0,41 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 5 350 | -28,16 | 289 | -27,75 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 7 447 | -3,12 | 403 | -2,66 | ||||
| 2026-04-23 | 13F | Orca Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 190 807 | -1,81 | 10 313 | -5,80 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5 636 | -24,27 | 305 | -24,00 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 171 405 | -3,45 | 9 264 | -2,92 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 55 658 | -5,29 | 3 008 | -4,78 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 63 596 | -1,50 | 3 437 | -0,95 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 27 336 | -6,82 | 1 478 | -6,34 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 671 | -44,55 | 36 | -44,62 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 25 389 | -1,97 | 1 372 | -1,44 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 262 959 | -0,45 | 14 213 | 0,08 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 18 303 | -0,52 | 989 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 126 609 | -60,42 | 6 843 | -60,20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 8 194 | -2,71 | 443 | -2,21 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 703 555 | -3,72 | 41 446 | 2,03 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 191 872 | -1,68 | 10 371 | -1,14 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 7 787 | -4,94 | 421 | -4,55 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 44 061 | -3,24 | 2 381 | -2,70 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3 134 644 | -0,51 | 169 428 | 0,03 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10 696 | -9,04 | 578 | -8,54 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 40 441 | -69,18 | 2 186 | -69,02 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 68 092 | -1,56 | 3 680 | -1,02 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 185 917 | -2,31 | 10 049 | -1,79 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 27 853 | -0,46 | 1 505 | 0,07 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 86 466 | -1,37 | 4 673 | -0,85 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 44 171 | -4,55 | 2 387 | -4,02 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 215 017 | -1,95 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 9 876 | -6,99 | 534 | -6,49 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 866 151 | -0,84 | 46 815 | -0,30 | ||||
| 2026-04-16 | 13F | Meadowbrook Advisors Group, LLC | 67 768 | -0,15 | 3 663 | 0,38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11 787 | -4,51 | 637 | -3,92 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 54 309 | -0,02 | 2 935 | 0,51 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38 768 | -3,75 | 2 095 | -3,23 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 94 943 | -1,75 | 5 132 | -1,21 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 8 792 | -17,91 | 475 | -17,39 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 575 857 | -7,69 | 31 | -6,06 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 39 941 | -7,74 | 2 159 | -7,26 | ||||
| 2026-05-06 | 13F | Eq Llc | 4 735 | -2,55 | 256 | -2,30 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 36 | -65,71 | 2 | -80,00 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 97 024 | -5,77 | 5 554 | 0,33 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 57 417 | -2,43 | 3 103 | -1,90 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 3 889 | -0,71 | 210 | 0,00 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 36 914 | -0,75 | 1 995 | -0,25 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 41 560 | -7,13 | 2 246 | -6,61 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 5 390 | -86,61 | 291 | -86,55 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4 352 | -13,91 | 235 | -13,28 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 644 421 | -1,06 | 34 831 | -0,53 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 89 296 | -7,25 | 4 801 | -7,98 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 45 788 | -1,19 | 2 475 | -0,68 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 30 877 | -1,61 | 1 669 | -1,13 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 5 557 | -76,07 | 300 | -75,96 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 17 053 | -3,81 | 922 | -3,36 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 655 773 | -6,17 | 35 445 | -5,66 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 12 426 | -0,20 | 672 | 0,30 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 6 855 | -25,90 | 371 | -25,55 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 27 889 | -1,15 | 1 507 | -0,59 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 13 323 | -27,34 | 720 | -26,90 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 196 | -26,32 | 11 | -28,57 | ||||
| 2026-01-29 | 13F | UBS Group AG | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Avion Wealth | 51 879 | -8,43 | 3 | -33,33 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 183 337 | -5,83 | 9 909 | -5,32 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 923 | -0,13 | 320 | 0,63 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 6 046 | -37,66 | 381 | -26,87 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 6 200 | -1,59 | 335 | -0,89 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 135 607 | -0,40 | 7 330 | 0,14 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 324 182 | -0,64 | 17 474 | -0,37 | ||||
| 2026-05-14 | 13F | Main Management LLC | 52 243 | -38,16 | 3 | -50,00 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 178 843 | -2,84 | 9 695 | -4,10 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 5 010 | -2,32 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12 526 | -8,65 | 677 | -8,14 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 13 385 | -9,14 | 723 | -8,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6 500 | -80,77 | 351 | -80,68 | |||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 41 984 | -4,99 | 2 269 | -4,46 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 6 715 | -41,81 | 363 | -41,61 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 6 955 | -9,33 | 376 | -10,93 | ||||
| 2026-04-21 | 13F | Ketron Financial | 8 046 | -0,30 | 435 | 0,23 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 49 652 | -21,47 | 2 684 | -21,04 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5 506 | -1,04 | 298 | -0,67 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 18 569 | -0,96 | 1 004 | -0,40 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 8 113 | -74,77 | 439 | -76,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 169 804 | -1,39 | 9 178 | -0,86 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 12 452 | -0,03 | 671 | 0,15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 265 797 | -0,36 | 14 366 | 0,18 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 597 222 | -11,69 | 32 280 | -11,21 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 55 623 | -0,65 | 3 006 | -0,10 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 12 580 | -1,05 | 680 | -0,59 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4 251 | -3,93 | 230 | -3,38 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 6 534 | -0,12 | 353 | 0,57 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 65 430 | -2,37 | 3 536 | -1,86 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 122 346 | -7,06 | 6 577 | -7,78 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 6 378 | -94,20 | 345 | -94,19 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 19 412 | -0,09 | 1 049 | 0,48 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 43 301 | -8,07 | 2 340 | -7,58 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 20 932 | -35,46 | 1 131 | -35,11 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 128 451 | -9,38 | 6 943 | -8,90 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 8 476 | -28,90 | 458 | -28,44 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 284 193 | -3,72 | 15 361 | -3,20 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 480 565 | -0,94 | 134 075 | -0,40 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 100 840 | -0,32 | 5 450 | 0,22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 25 310 | -2,81 | 1 368 | -2,29 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 26 442 | -4,78 | 1 429 | -4,22 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 37 560 | -0,66 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 6 151 | -12,40 | 329 | -13,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 4 183 | -15,60 | 226 | -15,04 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 33 165 | -0,32 | 1 793 | 0,22 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 42 291 | -1,30 | 2 286 | -0,78 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 229 260 | -17,51 | 12 325 | -18,14 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 469 | -1,80 | 79 | -1,25 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 30 356 | -0,03 | 1 641 | 0,49 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 42 583 | -1,12 | 2 302 | -0,60 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 14 956 | -2,54 | 881 | 6,92 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3 206 | -18,55 | 173 | -18,01 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 18 491 | -0,50 | 999 | 0,00 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 31 671 | -0,72 | 1 712 | -0,18 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 7 258 | -0,58 | 392 | 0,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1 397 623 | -4,09 | 75 542 | -3,57 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 5 122 | -11,31 | 277 | -10,97 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 217 066 | -4,36 | 11 732 | -3,84 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 17 215 | -42,69 | 930 | -42,38 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 15 520 | -7,50 | 839 | -6,99 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 37 041 | -2,47 | 2 002 | -1,91 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 25 757 | -9,35 | 1 392 | -8,84 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 10 052 | -1,08 | 543 | -0,55 | ||||
| 2026-05-07 | 13F | Mutual Of America Capital Management Llc | 525 964 | -1,70 | 28 428 | -1,17 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 292 524 | -0,05 | 15 811 | 0,49 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 8 666 | -1,19 | 468 | -0,64 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9 261 | -2,35 | 501 | -1,77 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 20 592 | -0,06 | 1 113 | 0,45 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 8 359 | -4,35 | 452 | -3,84 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 223 227 | -2,17 | 12 065 | -1,64 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 11 154 | -47,68 | 930 | -18,94 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 10 585 | -0,96 | 572 | -0,35 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 78 542 | -0,33 | 4 245 | 0,21 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 3 764 | -9,67 | 203 | -9,37 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rogco, Lp | 1 184 | -34,11 | 64 | -34,37 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 44 751 | -8,43 | 2 419 | -7,96 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 34 863 | -4,25 | 1 884 | -3,73 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 7 460 | -0,94 | 403 | -0,25 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 18 740 | -19,89 | 1 013 | -19,49 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 48 654 | -24,72 | 2 630 | -24,32 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 665 | -95,16 | 36 | -95,26 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Smh Capital Advisors Inc | 415 | -94,60 | 415 | 0,48 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 20 502 | -3,15 | 1 108 | -2,55 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 4 020 | -2,24 | 217 | -1,81 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 252 184 | -2,21 | 13 631 | -1,69 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 75 220 | -3,42 | 4 066 | -2,91 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 10 642 001 | -0,81 | 575 | -0,17 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 22 469 | -5,79 | 1 214 | -5,30 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 18 834 | -0,07 | 1 018 | 0,39 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 5 | -98,05 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 | -97,22 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 40 548 | -0,65 | 2 192 | -0,14 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 44 898 | -28,20 | 2 427 | -27,82 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 115 517 | -0,34 | 6 244 | 0,19 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 79 708 | -1,28 | 4 308 | -0,74 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 27 484 | -5,75 | 1 486 | -11,02 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 110 067 | -2,28 | 5 949 | -1,75 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 13 691 | -8,78 | 740 | -8,19 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8 643 | -4,38 | 467 | -3,71 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 567 691 | -12,72 | 30 684 | -12,25 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 31 521 | -15,35 | 1 704 | -14,89 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 24 881 | -3,92 | 1 338 | -3,95 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 6 158 | -34,20 | 333 | -34,00 | ||||
| 2026-01-23 | 13F | Stephenson National Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 8 649 | -91,92 | 468 | -91,88 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 820 | -18,03 | 369 | -17,67 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 7 902 | -12,08 | 427 | -11,59 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 26 520 | -8,85 | 1 433 | -8,32 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 5 423 | -31,97 | 293 | -31,54 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 108 385 | -10,23 | 5 858 | -9,74 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 344 754 | -95,88 | 18 634 | -95,86 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 146 367 | -2,10 | 7 911 | -1,57 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 13 692 | -9,67 | 740 | -9,09 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 30 379 | -12,64 | 1 642 | -12,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 982 | -93,19 | 53 | -93,15 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 164 607 | -85,24 | 8 897 | -85,16 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 9 096 | -3,61 | 492 | -3,16 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 30 101 | -13,77 | 1 627 | -13,33 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 98 029 | -0,33 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 13 738 | -2,23 | 743 | -1,72 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 396 930 | -0,34 | 21 442 | 0,14 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4 080 | -25,72 | 221 | -25,42 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 39 523 | -2,95 | 2 136 | -2,42 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 57 752 | -0,71 | 3 122 | -0,19 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 10 618 | 0,54 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 075 967 | -20,61 | 58 | -19,44 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 30 730 | -2,32 | 1 661 | -1,83 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 385 513 | -15,79 | 20 837 | -15,34 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 92 936 | -3,13 | 5 023 | -2,60 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 6 047 | -9,71 | 327 | -9,44 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 70 126 | -0,29 | 3 790 | 0,24 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 8 292 | -50,39 | 896 | -0,22 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 8 942 | -37,14 | 483 | -36,78 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 53 522 | -2,13 | 2 893 | -1,60 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 459 218 | -7,16 | 24 821 | -6,66 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 4 507 | -4,65 | 244 | -4,33 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2 181 | -12,76 | 118 | -12,69 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 23 234 | -91,27 | 1 256 | -91,23 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 31 541 | -23,14 | 1 705 | -22,76 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1 033 930 | -80,38 | 55 884 | -80,27 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 14 203 | -21,20 | 901 | -18,26 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 276 448 | -5,07 | 14 942 | -4,55 | ||||
| 2026-02-10 | 13F | Mcdaniel Terry & Co | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 103 851 | -1,43 | 5 613 | -0,90 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 381 766 | -22,69 | 20 634 | -22,27 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 151 | -15,17 | 8 | -11,11 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 426 926 | -0,51 | 77 125 | 0,03 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 15 759 | -4,91 | 852 | -4,38 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 9 156 | -0,76 | 495 | -0,40 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 15 865 | -1,78 | 858 | -1,27 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 51 682 | -2,59 | 2 793 | -2,07 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 3 948 | -10,66 | 213 | -10,13 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18 937 | -4,21 | 1 024 | -3,67 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 32 195 | -1,40 | 1 740 | -0,85 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 6 639 | -1,10 | 359 | -0,56 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 4 010 | -4,71 | 217 | -4,42 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 075 | -3,75 | 869 | -3,23 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 48 999 | -3,71 | 2 648 | -3,18 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 78 603 | -39,54 | 4 248 | -39,21 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 106 832 | -5,39 | 5 774 | -4,88 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 461 | -16,94 | 25 | -17,24 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 118 509 | -0,86 | 6 421 | 8,59 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 38 510 | -16,15 | 2 081 | -15,71 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 263 559 | -3,76 | 14 245 | -3,24 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 16 719 | -5,61 | 904 | -5,15 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 280 037 | -2,91 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 4 058 | -0,56 | 219 | 0,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 68 790 | -0,11 | 3 718 | 0,43 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 116 459 | -1,13 | 6 295 | -0,60 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 21 532 | -3,74 | 1 164 | -3,24 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 23 589 | -0,72 | 1 275 | -0,23 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 328 894 | -1,38 | 17 829 | -0,56 | ||||
| 2026-04-20 | 13F | Nexus Investment Management ULC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 76 019 | -3,33 | 4 109 | -2,82 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 34 739 | -1,25 | 1 878 | -0,74 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-14 | 13F | Seven Mile Advisory | 9 189 | -57,67 | 497 | -57,46 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 7 249 | -6,36 | 392 | -6,01 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23 731 | -1,03 | 1 276 | -1,85 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 24 922 | -9,31 | 1 347 | -8,80 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1 083 | -8,06 | 59 | -7,94 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 16 285 | -3,04 | 880 | -2,44 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 33 624 | -0,15 | 1 817 | 0,39 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2 493 581 | -2,82 | 134 778 | -2,29 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 118 208 | -36,07 | 6 389 | -35,69 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 8 333 | -24,41 | 450 | -23,99 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4 938 | -6,71 | 267 | -6,34 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 47 476 | -0,85 | 2 874 | 4,85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 10 336 | -81,11 | 559 | -81,03 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 18 337 | -12,19 | 991 | -11,68 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 29 616 | -17,79 | 1 601 | -17,36 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 8 216 | -1,62 | 444 | -0,89 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 5 656 | -2,18 | 306 | -1,61 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 5 308 | -0,49 | 287 | 0,00 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5 422 | -2,87 | 293 | -2,33 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 55 463 | -4,39 | 2 998 | -3,88 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 8 466 | -13,44 | 458 | -12,95 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 39 207 | -1,50 | 2 119 | -0,98 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 29 869 | -5,43 | 1 614 | -4,89 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 19 578 | -3,14 | 1 058 | -2,58 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 22 758 | -4,73 | 1 230 | -4,21 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 18 114 | -88,91 | 979 | -88,85 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 19 920 | -0,20 | 1 077 | 0,37 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 7 864 | -0,13 | 425 | 0,47 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 14 741 | -25,36 | 797 | -24,98 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 438 544 | -0,28 | 23 703 | 0,26 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1 999 | -45,58 | 108 | -45,18 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 226 000 | -3,42 | 12 215 | -2,89 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Entrewealth, Llc | 11 377 | -7,41 | 615 | -12,66 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42 452 | -10,87 | 2 295 | -10,39 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 76 934 | -0,20 | 4 158 | 0,34 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 88 979 | -0,01 | 4 809 | 0,52 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 60 016 | -3,44 | 3 230 | -6,00 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 823 184 | -21,00 | 44 493 | -20,58 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 386 032 | -3,81 | 20 865 | -3,29 | ||||
| 2026-04-20 | 13F | First American Bank | 21 295 | -2,23 | 1 151 | -1,71 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 182 992 | -19,14 | 9 891 | -18,71 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 3 882 | -4,34 | 210 | -4,13 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 521 152 | -3,52 | 28 168 | -3,00 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 10 074 | -2,28 | 544 | -1,81 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 65 158 | -6,10 | 3 872 | 3,81 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 37 511 | -1,56 | 2 027 | -1,03 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 69 987 | -0,16 | 412 | -0,96 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 351 444 | -1,42 | 18 996 | -0,89 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 115 032 | -3,97 | 6 217 | 4,95 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Call | 16 600 | -61,21 | 897 | -61,00 | |||
| 2026-05-13 | 13F | Keystone Financial Group | 13 072 | -0,59 | 727 | 2,97 | ||||
| 2026-05-15 | 13F | Wit, Llc | 39 788 338 | -3,13 | 2 150 560 | -2,61 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 151 507 | -0,34 | 8 189 | 0,18 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 17 412 | -4,35 | 941 | -3,78 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 6 126 | -1,00 | 331 | -0,30 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 86 811 | -0,42 | 4 692 | 0,13 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 34 048 | -0,52 | 1 840 | 0,05 | ||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4 906 | -2,72 | 266 | -2,21 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | LM Advisors LLC | 3 660 | -1,37 | 68 | -2,90 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 1 975 017 | -0,16 | 106 750 | 0,38 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 124 018 | -1,13 | 6 703 | -0,59 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 81 383 | -25,23 | 4 399 | -24,83 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 403 | -54,62 | 22 | -55,32 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 51 306 | -4,13 | 2 773 | -3,61 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 8 760 | -31,30 | 473 | -30,95 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 39 021 | -0,77 | 2 109 | -0,19 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 9 671 | -2,27 | 523 | -1,88 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 127 450 | -5,60 | 6 889 | -5,08 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 11 469 | -25,32 | 620 | -32,64 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 9 571 | -74,75 | 517 | -74,62 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 16 999 | -4,84 | 919 | -4,37 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 15 114 | -1,00 | 817 | -0,49 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 72 808 | -3,15 | 4 276 | 2,35 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 11 027 | -2,44 | 655 | 0,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 37 909 | -0,92 | 2 049 | -0,39 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19 607 | -1,32 | 1 060 | -0,84 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 167 152 | -8,46 | 9 035 | -7,97 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 5 093 | -1,85 | 275 | -1,08 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 919 257 | -0,43 | 49 686 | 0,11 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 18 764 | -0,62 | 1 014 | -0,10 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 283 862 | -0,69 | 15 343 | -0,16 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 4 384 | -97,97 | 255 | -97,90 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 15 716 | -28,70 | 849 | -28,29 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 11 712 | -0,70 | 688 | 6,34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 412 869 | -0,23 | 22 316 | 0,31 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25 777 | -89,39 | 1 393 | -89,33 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 211 215 | -1,73 | 12 544 | 8,56 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 9 732 | -1,02 | 526 | -0,38 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 74 749 | -2,96 | 3 918 | -5,45 | ||||
| 2026-05-14 | 13F | Betterment LLC | 53 371 727 | -0,67 | 2 885 | -0,14 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 25 488 | -0,07 | 1 378 | 0,44 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 100 773 | -4,96 | 5 447 | -4,46 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 408 203 | -4,01 | 22 063 | -3,49 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 79 473 | -38,24 | 4 296 | -37,92 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 121 579 | -1,05 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 6 131 | -5,27 | 331 | -4,61 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 944 160 | -9,60 | 51 032 | -9,11 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 15 532 | -1,22 | 840 | -0,71 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 218 728 | -5,52 | 11 822 | -5,01 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 6 061 | -3,07 | 328 | -2,68 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 19 170 | -31,90 | 1 036 | -31,53 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 15 403 | -7,09 | 833 | -6,62 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 12 190 | -0,86 | 659 | -0,45 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 6 121 | -19,90 | 331 | -19,51 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1 111 830 | -2,27 | 60 094 | -1,74 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 88 832 | -4,84 | 4 801 | -4,32 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 28 459 | -1,31 | 1 538 | -0,77 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 30 577 | -0,76 | 1 653 | -0,24 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 7 876 | -41,08 | 426 | -40,81 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 11 101 | -3,81 | 600 | -3,39 | ||||
| 2026-04-20 | 13F | Emprise Bank | 9 788 | -0,16 | 529 | 0,38 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 15 888 | -5,33 | 859 | -4,88 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 55 651 | -0,02 | 3 008 | 0,50 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 3 277 | -19,21 | 177 | -18,81 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 1 503 025 | -1,12 | 81 239 | -0,58 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 37 137 | -2,62 | 2 007 | -2,10 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 17 524 | -4,97 | 947 | -4,44 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26 518 | -3,81 | 1 433 | -3,31 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 683 766 | -6,89 | 36 958 | -6,38 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 10 668 | -6,62 | 577 | -6,19 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 27 359 | -46,32 | 1 479 | -46,04 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 9 118 | -0,38 | 493 | 0,00 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 26 357 | -11,72 | 1 425 | -11,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 251 138 | -5,54 | 67 624 | -5,03 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | S&t Bank/pa | 230 | -54,46 | 12 | -55,56 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 3 184 133 | -5,67 | 172 102 | -5,21 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5 623 | -0,20 | 319 | 2,24 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 21 884 | -69,35 | 1 183 | -69,20 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 4 563 | -2,08 | 268 | 0,38 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 238 | -26,77 | 13 | -29,41 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 63 457 | -64,04 | 3 430 | -63,85 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 7 787 | -0,38 | 421 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 24 688 | -4,28 | 1 334 | -5,59 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 198 | -49,62 | 11 | -52,38 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 6 489 | -11,51 | 351 | -11,17 | ||||
| 2026-05-14 | 13F | Ahara Advisors LLC | 3 858 | -13,32 | 209 | -12,97 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 115 439 | -4,47 | 6 239 | -3,96 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 26 915 | -14,43 | 1 455 | -13,96 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 34 563 | -1,10 | 1 868 | -0,53 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 7 242 | -6,55 | 391 | -6,01 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 155 045 | -1,75 | 8 380 | -1,21 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 193 986 | -5,07 | 10 485 | -4,56 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Field & Main Bank | 785 | -14,67 | 42 | -14,29 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 9 455 | -98,21 | 511 | -3,40 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 202 972 | -0,02 | 11 | 0,00 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 37 274 | -18,59 | 2 015 | -18,16 | ||||
| 2026-05-04 | 13F | Camden National Bank | 4 867 | -4,25 | 263 | -3,66 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 98 697 | -8,22 | 5 335 | -7,72 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 13 311 | -2,23 | 719 | -1,64 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5 019 | -0,04 | 296 | 2,79 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 5 915 | -0,08 | 320 | 0,31 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Navalign, LLC | 37 579 | -1,15 | 2 031 | -0,59 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 111 080 | -2,79 | 6 004 | -2,26 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 120 417 | -0,12 | 6 509 | 0,42 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 77 830 | -1,62 | 4 207 | -1,11 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 77 189 | -23,09 | 4 172 | -22,67 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 87 657 | -1,19 | 4 738 | -0,67 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1 544 | -2,53 | 83 | -2,35 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 198 889 | -0,36 | 10 750 | 0,17 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 172 320 | -1,15 | 9 314 | -0,63 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 5 216 | -0,65 | 282 | -0,35 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 133 | -94,50 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 460 249 | -7,92 | 24 876 | -7,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 4 103 | -14,41 | 222 | -14,01 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 32 799 | -12,31 | 1 773 | -11,84 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 42 717 | -1,26 | 2 309 | -0,73 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 1 730 259 | -54,88 | 90 700 | -56,04 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 17 220 | -1,69 | 931 | -1,17 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 30 611 | -1,43 | 1 655 | -0,90 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 35 496 | -3,73 | 1 919 | -3,23 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 31 516 | -5,80 | 1 694 | -6,51 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 74 112 | -23,42 | 4 006 | -23,01 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 9 527 | -4,12 | 515 | -3,75 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 13 364 | -3,75 | 722 | -3,35 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 13 125 | -0,63 | 709 | -0,14 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 28 297 | -4,70 | 1 529 | -4,20 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 210 739 | -1,37 | 11 390 | -0,84 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 82 846 | -6,11 | 4 478 | -5,61 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 218 176 | -18,85 | 11 792 | -18,41 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 13 035 | -0,08 | 705 | 0,43 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 7 607 | -9,04 | 411 | -8,46 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 35 294 | -1,80 | 1 913 | -0,98 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 35 367 | -4,92 | 1 912 | -4,40 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 743 008 | -10,67 | 40 160 | -10,19 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 11 090 | -5,86 | 599 | -5,37 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 34 676 | -0,29 | 1 874 | 0,27 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 9 990 | -2,31 | 540 | -1,82 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 20 114 | -98,05 | 1 087 | -98,04 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 6 235 | -79,22 | 336 | -80,75 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 387 370 | -1,79 | 21 034 | -0,80 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 70 851 | -3,85 | 3 829 | -3,33 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 94 719 | -0,39 | 5 120 | 0,14 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 496 677 | -1,03 | 26 845 | -0,50 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 5 536 | -0,38 | 299 | 0,34 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 12 874 | -7,37 | 696 | -6,96 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 19 176 | -3,74 | 1 036 | -3,18 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3 827 | -21,04 | 207 | -20,77 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 37 133 | -4,41 | 2 007 | -3,88 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 4 157 | -0,81 | 225 | -0,44 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 8 034 | -1,17 | 434 | -0,69 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 5 610 | -10,63 | 303 | -10,09 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 158 096 | -3,49 | 8 545 | -2,97 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 19 896 | -0,13 | 1 075 | 0,47 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 37 681 | -0,54 | 2 037 | 0,00 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 10 772 | -16,36 | 582 | -15,90 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 195 | -70,14 | 11 | -71,43 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 32 644 | -4,53 | 1 764 | -4,03 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Put | 0 | -100,00 | 0 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 13 954 | -17,66 | 754 | -17,23 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 102 252 | -2,10 | 5 527 | -1,57 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 57 025 | -12,39 | 3 082 | -11,92 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 43 913 | -2,26 | 2 374 | -1,74 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 7 965 | -0,04 | 428 | -0,70 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103 208 | -1,23 | 5 578 | -0,69 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 64 813 | -0,75 | 3 503 | -0,20 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 29 037 | -3,44 | 1 569 | -2,91 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 26 955 | -0,81 | 1 457 | -0,27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 496 591 | -53,21 | 27 | -54,39 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 5 062 | -1,36 | 274 | -0,73 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 7 695 | -0,06 | 416 | 0,48 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6 178 | -3,32 | 334 | -2,92 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 7 005 | -3,02 | 367 | -7,32 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 15 422 | -9,14 | 834 | -1,65 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 363 260 | -0,46 | 19 638 | 0,11 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 9 871 | -0,50 | 534 | 0,00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 69 924 | -0,76 | 3 779 | -0,21 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 25 465 | -6,92 | 1 376 | -6,39 | ||||
| 2026-04-07 | 13F | Eastern Bank | 41 571 | -1,74 | 2 247 | -1,23 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 3 110 | -6,80 | 168 | -6,15 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 8 606 | -9,77 | 465 | -9,18 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 26 951 | -0,27 | 1 457 | 0,28 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 4 400 | -78,00 | 238 | -77,95 | |||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 161 661 | -1,56 | 8 738 | -1,03 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 6 899 | -3,83 | 375 | -2,86 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 67 825 | -8,68 | 3 666 | -8,21 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4 179 | -18,49 | 226 | -18,18 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11 198 195 | -1,06 | 602 016 | -1,83 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 11 431 | -15,20 | 618 | -14,78 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 8 851 | -31,08 | 478 | -30,72 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 31 907 | -3,33 | 1 725 | -2,82 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 26 659 | -2,65 | 1 441 | -2,17 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 25 | -98,77 | 1 | -99,07 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 21 319 | -17,35 | 1 152 | -16,88 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 26 295 | -0,37 | 1 414 | -1,26 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 51 778 | -0,86 | 2 799 | -0,32 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 49 290 | -5,11 | 2 664 | -4,58 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 750 756 | -1,04 | 94 628 | -0,51 | ||||
| 2026-05-12 | 13F | Creative Planning | 18 221 206 | -0,87 | 984 856 | -0,33 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 698 | -96,60 | 0 | -100,00 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 1 | -97,87 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 29 589 | -0,98 | 1 599 | -0,44 | ||||
| 2026-04-21 | 13F | SWS Partners | 103 217 | -0,87 | 5 579 | -0,34 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 50 821 | -1,36 | 2 747 | -0,83 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 11 911 | -78,75 | 644 | -78,66 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 2 402 | -30,30 | 130 | -30,27 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 4 655 | -11,75 | 252 | -11,31 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10 419 | -8,87 | 563 | -8,31 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Gainplan LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 11 017 | -4,45 | 595 | -3,88 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 471 655 | -1,23 | 25 493 | -0,70 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 4 419 | -1,76 | 239 | -1,24 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 104 972 | -1,24 | 5 674 | -0,70 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 72 218 | -9,12 | 3 903 | -8,62 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Security Benefit Life Insurance Co /ks/ | 23 500 | -15,47 | 1 270 | -14,99 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 16 141 | -0,54 | 872 | 0,00 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 17 600 | -1,30 | 951 | -0,73 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4 211 | -0,47 | 228 | 0,00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 236 054 | -2,39 | 12 759 | -1,87 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 16 280 | -17,87 | 880 | -17,46 | ||||
| 2026-02-13 | 13F | Kennicott Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24 582 | -0,34 | 1 329 | 0,15 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 4 210 | -2,77 | 228 | -2,16 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 4 935 | -1,44 | 267 | -1,12 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 536 562 | -4,21 | 29 001 | -3,69 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 323 | -0,92 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 264 541 | -2,12 | 14 298 | -1,59 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 28 019 | -0,78 | 1 514 | -0,26 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 141 185 | -3,70 | 7 631 | -3,17 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 458 209 | -77,30 | 24 761 | -77,18 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 295 599 | -22,80 | 15 977 | -22,39 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 139 046 | -0,92 | 7 515 | -0,38 | ||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 10 060 | -14,23 | 544 | -13,81 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 301 025 | -1,41 | 16 270 | -0,88 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 92 964 | -3,04 | 5 025 | -2,52 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 45 855 | -4,41 | 2 478 | -3,88 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 123 762 | -0,23 | 6 689 | 0,31 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 47 824 | -0,45 | 2 585 | -5,42 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 602 595 | -0,03 | 32 570 | 0,51 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 13 109 | -1,81 | 709 | -1,26 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 4 844 | -2,22 | 262 | -1,88 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 10 227 | -34,49 | 553 | -34,21 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 12 064 | -2,71 | 652 | -2,10 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 14 364 | -2,53 | 776 | -2,02 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 370 509 | -0,17 | 20 026 | 0,37 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 7 826 | -0,08 | 423 | 0,24 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 62 973 | -1,60 | 3 404 | -1,08 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 339 382 | -6,15 | 18 344 | -5,64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 11 913 | -10,84 | 644 | -10,45 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 18 911 | -7,54 | 1 022 | -7,01 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 305 861 | -0,46 | 16 532 | 0,08 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 28 402 | -0,04 | 1 535 | 0,52 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 40 622 | -15,48 | 2 196 | -15,02 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 84 267 | -3,35 | 4 555 | -2,84 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 23 809 | -69,81 | 1 287 | -69,67 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 310 361 | -38,10 | 16 775 | -37,77 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 753 184 | -0,29 | 41 | 0,00 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 34 596 | -19,00 | 1 870 | -18,60 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5 068 | -5,39 | 274 | -5,21 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 6 351 | -3,16 | 343 | -2,56 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 17 997 | -2,37 | 973 | -54,45 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 84 168 | -1,88 | 4 549 | -1,34 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 12 834 | -1,31 | 694 | -0,86 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2 913 486 | -5,32 | 157 474 | -4,81 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 21 994 | -0,74 | 1 189 | -0,25 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Call | 106 500 | -64,45 | 5 756 | -64,26 | |||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 37 566 | -8,01 | 2 030 | -7,52 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42 921 174 | -6,67 | 2 319 889 | -6,16 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 212 245 | -3,18 | 11 472 | -2,66 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 14 242 | -23,47 | 770 | -23,10 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 8 538 804 | -2,15 | 455 324 | -2,95 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 412 065 | -0,52 | 22 272 | 0,01 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 5 055 | -30,68 | 273 | -30,36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 350 050 | -0,70 | 18 920 | -0,17 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 33 924 | -5,02 | 1 834 | -4,53 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 7 068 | -2,21 | 382 | -7,06 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 9 853 | -51,07 | 533 | -50,83 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 182 843 | -1,66 | 9 883 | -1,13 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 4 840 | -2,42 | 262 | -1,88 | ||||
| 2026-04-16 | 13F | Friday Financial | 29 114 | -0,73 | 1 574 | -0,19 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 5 272 | -3,51 | 285 | -3,07 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 9 431 | -1,75 | 510 | -3,23 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 75 710 | -10,86 | 3 969 | -13,10 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 10 725 | -13,68 | 580 | -13,19 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15 575 | -0,06 | 842 | 0,48 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 114 007 | -0,87 | 6 162 | -0,32 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 50 288 | -2,97 | 2 716 | -2,51 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 36 916 | -1,14 | 1 995 | -0,60 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 42 713 | -0,02 | 2 309 | 0,52 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 12 184 | -0,42 | 659 | 0,15 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 38 684 | -12,08 | 2 091 | -11,63 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 13 895 | -12,81 | 751 | -12,27 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 7 997 | -2,15 | 432 | -1,59 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 10 119 | -8,99 | 547 | -8,54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 52 359 | -85,38 | 2 830 | -85,30 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 2 422 | -6,41 | 131 | -6,47 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 25 850 | -0,57 | 1 560 | 3,17 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3 750 | -15,22 | 203 | -14,77 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 544 | -38,18 | 29 | -38,30 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 29 249 | -0,14 | 1 581 | 0,38 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 214 001 | -0,63 | 11 567 | -0,10 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 16 867 | -3,07 | 1 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 17 287 | -2,54 | 929 | -3,33 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 3 710 | -2,42 | 201 | -1,96 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 14 783 | -5,03 | 799 | -4,43 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 17 628 | -6,23 | 953 | -5,74 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 7 952 | -11,42 | 430 | -11,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 63 539 | -10,44 | 3 434 | -9,96 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 79 190 | -7,74 | 4 280 | -7,24 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 655 215 | -0,90 | 35 414 | -0,36 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 10 547 | -2,19 | 570 | -1,55 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 16 343 095 | -0,82 | 883 344 | -0,29 |