CL:IVE / iShares Trust - iShares S&P 500 Value ETF - Institutionellt ägande - Säljare

iShares Trust - iShares S&P 500 Value ETF
CL ˙ SNSE ˙ US4642874089
Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-04-13 13F Ironwood Wealth Management, Inc. 65 861 −0,42 14 297 −0,56
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2026-05-07 13F Resolute Wealth Strategies, LLC 22 815 −1,53 4 817 −1,95
2026-05-15 13F MAI Capital Management 1 007 806 −0,98 212 798 −1,41
2026-05-13 13F Callan Family Office, LLC 114 342 −2,46 24 143 −2,88
2026-01-21 13F Persium Advisors, LLC 0 −100,00 0
2026-04-27 13F Apeiron RIA LLC 22 453 −53,01 4 741 −54,70
2026-05-04 13F One Wealth Capital Management, Llc 37 608 −12,40 8 281 −9,04
2026-04-27 13F JB Capital LLC 808 494 −12,13 170 713 −12,51
2026-04-17 13F Nottingham Advisors, Inc. 9 431 −2,73 1 991 −3,16
2026-05-05 13F Smith, Moore & Co. 198 903 −0,59 41 998 −1,03
2026-04-27 13F Greenleaf Trust 156 003 −3,19 32 940 −3,61
2026-05-04 13F Stirlingshire Investments, Inc. 2 227 −11,42 470 −11,82
2026-05-15 13F United Capital Financial Advisers, Llc 660 573 −9,70 139 528 −10,06
2026-02-12 13F JPL Wealth Management, LLC 0 −100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 80 286 −6,09 16 952 −6,50
2026-04-08 13F Mma Asset Management Llc 53 138 −56,15 11 220 −56,34
2026-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2026-05-04 13F Barrett & Company, Inc. 1 465 −2,01 309 −2,52
2026-04-22 13F Detalus Advisors, LLC 104 257 −8,93 22 014 −9,32
2026-05-13 13F/A Quadrant Capital Group Llc 5 320 −0,47 1 123 −0,88
2026-05-15 13F/A Independent Financial Group, Llc 15 534 −2,58 3 280 −2,99
2026-05-07 13F Vision Retirement, LLC 7 007 −4,17 1 480 −4,58
2026-04-17 13F/A Founders Financial Securities Llc 4 012 −9,13 871 −6,94
2026-01-30 13F Canandaigua National Bank & Trust Co 2 253 −6,71 478 −4,22
2026-05-15 13F LTG Capital LLC 6 445 −1,50 1 361 −1,95
2026-04-13 13F Hudson Capital Management LLC 19 266 −6,31 4 068 −6,72
2026-05-15 13F PACK Private Wealth, LLC 5 205 −0,97 1 099 −1,35
2026-05-14 13F Level Four Advisory Services, Llc 29 828 −0,41 6 298 −0,83
2026-05-14 13F Select Asset Management & Trust 997 −16,85 0
2026-04-28 13F Fortis Capital Advisors, LLC 0 −100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 4 675 −1,79 987 −2,18
2026-04-27 13F Oarsman Capital, Inc. 1 159 −38,94 245 −39,30
2026-04-08 13F Miracle Mile Advisors, LLC 277 079 −16,06 58 505 −16,42
2026-04-13 13F Moody Lynn & Lieberson, Llc 1 912 −9,47 404 −9,84
2026-04-22 13F Stone Point Wealth LLC 2 076 −16,36 438 −16,73
2026-05-15 13F Silver Grove Financial Group, Inc. 7 389 −2,29 1 560 −0,06
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-02-12 13F FineMark National Bank & Trust 70 134 −1,16 14 873 1,50
2026-04-16 13F Sterling Investment Counsel, LLC 9 811 −6,38 2 072 −6,80
2026-05-12 13F Strategic Wealth Partners, Ltd. 923 −13,33 195 −13,78
2026-05-13 13F Tobias Financial Advisors, Inc. 9 058 −37,87 1 913 −38,14
2026-04-15 13F Founders Grove Wealth Partners, Llc 26 751 −0,22 5 649 −0,65
2026-04-20 13F MBA Advisors LLC 4 385 −0,27 926 −0,75
2026-04-27 13F Qrg Capital Management, Inc. 3 535 −17,85 746 −18,20
2026-04-22 13F Aspire Private Capital, LLC 7 066 −11,25 1 492 −11,61
2026-05-01 13F Carnegie Capital Asset Management, LLC 2 026 −7,99 428 −8,37
2026-05-07 13F Koss-Olinger Consulting, LLC 92 755 −33,51 19 585 −33,80
2026-06-03 13F DBK Financial Counsel, LLC 6 154 −1,88 1 299 −2,33
2026-05-05 13F Clarity Asset Management, Inc. 585 −1,18 123 −1,60
2026-05-06 13F LPL Financial LLC Put 0 −100,00 0 −100,00
2026-05-14 13F Us Bancorp \de\ 196 475 −57,91 41 487 −58,09
2026-04-01 13F Bangor Savings Bank 1 303 −0,15 275 −0,36
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 4 271 −4,17 902 −4,66
2026-05-05 13F Putnam Fl Investment Management Co 2 328 −34,05 492 −34,36
2026-05-14 13F Permanent Capital Management, LP 1 551 −1,08 347 4,22
2026-05-05 13F D.a. Davidson & Co. 15 354 −3,88 3 242 −4,28
2026-05-13 13F B&D White Capital Company, LLC 11 691 −2,74 2 469 −3,18
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2 240 −2,18 473 −2,47
2026-05-15 13F Morgan Stanley 14 923 957 −2,32 3 151 194 −2,75
2026-04-30 13F Sequoia Financial Advisors, LLC 24 575 −8,27 5 189 −8,66
2026-04-09 13F VERITY Wealth Advisors 3 448 −0,12 728 −0,55
2026-05-12 13F Resurgent Financial Advisors LLC 7 092 −12,84 1 497 −13,22
2026-05-04 13F Mml Investors Services, Llc 1 721 079 −18,18 363 406 −18,54
2026-05-11 13F TD Capital Management LLC 236 −14,80 50 −15,52
2026-04-16 13F XML Financial, LLC 0 −100,00 0
2026-05-13 13F Bank OZK 1 952 −1,31 412 −1,67
2026-01-15 13F My Personal CFO, LLC 0 −100,00 0
2026-06-01 13F Integrated Investment Consultants, LLC 4 573 −1,85 966 −2,33
2026-05-14 13F Baird Financial Group, Inc. 255 631 −13,19 53 976 −13,57
2026-05-15 13F MidFirst Bank 10 056 −6,52 2 123 −6,93
2026-05-12 13F Bnp Paribas Arbitrage, Sa 79 738 −10,85 16 837 −11,24
2026-04-09 13F Peterson Wealth Advisors, LLC 1 715 −9,11 362 −9,50
2026-05-11 13F Elevation Wealth Management LLC 2 561 −5,81 541 −6,25
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-11 13F SCS Capital Management LLC 33 186 −0,07 7 007 −0,50
2026-04-16 13F Montecito Bank & Trust 5 974 −0,98 1 261 −1,41
2026-04-30 13F Beacon Financial Group 5 235 −5,59 1 105 −5,96
2026-05-15 13F Turim 21 Investimentos Ltda. 929 −22,97 71 −18,60
2026-04-15 13F Midwest Heritage Bank, FSB 0 −100,00 0
2026-04-30 13F Csenge Advisory Group 69 142 −5,72 14 599 −6,13
2026-01-30 13F Oakworth Capital, Inc. 0 −100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 9 073 −3,33 1 916 −3,77
2026-04-20 13F CWA Asset Management Group, LLC 1 494 −0,99 316 −1,56
2026-04-30 13F First Horizon Corp 6 028 −0,12 1 273 −0,55
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-15 13F Home Federal Bank Of Tennessee 385 302 −2,00 81 356 −2,42
2026-05-14 13F Endeavor Private Wealth, Inc. 57 649 −4,46 12 173 −4,88
2026-04-28 13F Berger Financial Group, Inc 1 170 −22,05 247 −22,33
2026-04-13 13F ONE Advisory Partners, LLC 93 533 −10,55 19 749 −10,94
2026-04-06 13F CX Institutional 208 906 −33,06 44 −33,33
2026-05-01 13F Coordinated Financial Services, Inc. 2 550 −5,59 538 −5,94
2026-05-07 13F Commonwealth Financial Services, LLC 1 332 −90,15 281 −90,20
2026-04-27 13F BIP Wealth, LLC 4 997 −36,07 1 055 −36,33
2026-05-07 13F Fedenia Advisers LLC 4 772 −52,17 1 008 −52,41
2026-05-08 13F Maia Wealth LLC 43 477 −7,63 9 180 −10,93
2026-05-08 13F Valeo Financial Advisors, LLC 17 894 −7,44 3 778 −7,83
2026-05-11 13F Catalyst Financial Partners Llc 3 779 −3,05 798 −3,51
2026-05-14 13F Hilltop Holdings Inc. 7 951 −24,86 1 679 −25,19
2026-05-11 13F Aptus Capital Advisors, LLC 10 063 −4,50 2 125 −4,92
2026-04-14 13F Wealthcare Advisory Partners LLC 9 768 −10,06 2 063 −10,46
2026-05-13 13F Invst, LLC 73 869 −19,55 15 597 −19,90
2026-04-20 13F Fonville Wealth Management LLC 6 622 −1,93 1 398 −2,31
2026-05-07 13F Hollencrest Capital Management 931 −14,98 196 −15,52
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 35 716 −1,42 7 541 −1,85
2026-05-05 13F Theory Financial Llc 25 705 −5,77 5 428 −8,37
2026-02-12 13F Tripletail Wealth Management, LLC 0 −100,00 0
2026-05-13 13F WealthCollab, LLC 436 −4,80 92 −5,15
2026-04-09 13F Praetorian Wealth Management, Inc. 128 382 −0,84 27 764 1,11
2026-04-21 13F BCU Wealth Advisors, LLC 18 353 −5,50 3 875 −5,90
2026-05-15 13F Advisor Group Holdings, Inc. 686 613 −7,41 145 140 −7,80
2026-05-07 13F Facet Wealth, Inc. 3 719 −17,15 785 −19,16
2026-04-29 13F Renasant Bank 4 134 −51,56 873 −51,80
2026-05-11 13F First National Bank Of Omaha 5 677 −4,75 1 179 −7,39
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-05-15 13F Hyundai Investments Co., Ltd. 1 653 −24,86 343 −26,87
2026-05-15 13F Van Diest Capital, LLC 1 044 −23,80 221 −24,14
2026-05-12 13F Bellwether Advisors, LLC 2 717 −1,38 574 −1,88
2026-04-28 13F Raleigh Capital Management Inc. 11 342 −9,55 2 395 −9,97
2026-05-01 13F Beverly Hills Private Wealth, LLC 1 939 −12,66 409 −12,98
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 129 776 −0,46 27 402 −0,89
2026-04-15 13F Cranbrook Wealth Management, LLC 23 384 −1,55 4 938 −1,99
2026-05-08 13F Riverwater Partners LLC 0 −100,00 0
2026-04-27 13F Beacon Advisors Holdings, Llc 9 597 −0,27 2 026 −0,69
2026-04-14 13F SigFig Wealth Management, LLC 53 694 −5,03 11 337 −5,45
2026-04-27 13F Lodestar Private Asset Management Llc 5 456 −0,82 1 152 −1,20
2026-04-15 13F Merit Financial Group, LLC 101 369 −1,78 21 404 −2,21
2026-04-22 13F Kennedy Investment Group 4 602 −11,86 972 −12,29
2026-05-04 13F Legacy Financial Group LLC 96 778 −7,32 20 435 −11,47
2026-05-15 13F SIMA Wealth Partners, LLC 16 206 −2,00 3 422 −2,45
2026-05-12 13F Clark Wealth Partners 565 −7,68 119 −7,75
2026-05-15 13F Susquehanna International Group, Llp Call 45 100 −22,77 9 523 −23,11
2026-01-15 13F Wealth Quarterback LLC 0 −100,00 0
2026-05-13 13F BCJ Capital Management, LLC 119 949 −0,07 25 327 −0,50
2026-05-15 13F Susquehanna International Group, Llp Put 21 600 −7,69 4 561 −8,10
2026-05-13 13F Buckingham Strategic Partners 18 559 −19,90 3 917 −20,29
2026-05-01 13F Connecticut Wealth Management, LLC 4 284 −5,12 905 −5,54
2026-04-16 13F Consolidated Planning Corp 1 240 −11,17 262 −11,82
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 8 520 −2,37 1 799 −2,81
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-16 13F First Merchants Corp 86 659 −0,17 18 298 −0,60
2026-05-11 13F Camden Capital, LLC 1 053 −38,39 222 −38,67
2026-04-22 13F Romano Brothers And Company 1 272 −5,50 269 −5,96
2026-04-16 13F Klaas Financial Asset Advisors, LLC 7 665 −0,13 1 618 −0,55
2026-04-06 13F GAMMA Investing LLC 1 568 −11,51 331 −11,73
2026-05-15 13F Pinney & Scofield, Inc. 91 −3,19 19 0,00
2026-05-18 13F Edgestream Partners, L.P. 2 038 −22,04 430 −22,38
2026-05-12 13F Asset One Wealth Management LLC 973 −7,33 214 −6,99
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 156 320 −30,20 33 007 −30,50
2026-04-23 13F Farmers & Merchants Investments Inc 7 119 −1,03 1 503 −1,44
2026-05-04 13F Oasis Advisors, LLC 0 −100,00 0
2026-05-13 13F Tiemann Investment Advisors, Llc 8 484 −0,43 1 791 −0,89
2026-04-27 13F Exencial Wealth Advisors, Llc 37 365 −1,88 7 890 −2,30
2026-05-11 13F Salomon & Ludwin, LLC 186 041 −2,07 39 415 −3,34
2026-05-12 13F CIBC Bancorp USA Inc. 16 177 −35,74 3 416 −34,30
2026-05-15 13F Equitable Holdings, Inc. 288 317 −2,28 61 143 −2,27
2026-05-06 13F Elyxium Wealth, LLC 0 −100,00 0
2026-05-14 13F Harvest Investment Services, LLC 2 834 −7,45 599 −7,86
2026-05-01 13F Advisors Capital Management, LLC 3 793 −23,99 801 −24,39
2026-05-06 13F World Equity Group, Inc. 6 123 −9,94 1 293 −10,34
2026-05-13 13F Visionary Wealth Advisors 2 186 −4,08 462 −4,55
2026-05-15 13F Aufman Associates Inc 1 308 −10,78 276 −10,97
2026-05-05 13F Journey Advisory Group, LLC 2 314 −0,47 489 −1,01
2026-04-22 13F Evensky & Katz LLC 5 229 −0,15 1 0,00
2026-04-13 13F Pettinga Financial Advisors, LLC 148 510 −7,14 31 358 −7,54
2026-04-30 13F Accredited Investors Inc. 0 −100,00 0
2026-04-17 13F Mainstream Capital Management LLC 1 143 −1,80 241 −2,03
2026-04-14 13F Legacy Trust 1 304 −1,51 275 −1,79
2026-05-07 13F Tidemark, LLC 4 641 −2,54 980 −2,87
2026-04-09 13F Adirondack Capital Advisors, LLC 36 200 −0,38 7 644 −0,82
2026-05-11 13F Wealth Dimensions Group, Ltd. 10 965 −3,38 2 315 −3,78
2026-04-28 13F Dumont & Blake Investment Advisors Llc 10 107 −4,43 2 134 106 600,00
2026-05-12 13F Advocacy Wealth Management Services, LLC 510 593 −2,80 107 812 −3,22
2026-04-24 13F Semus Wealth Partners LLC 7 388 −5,75 1 560 −6,14
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 9 199 −1,10 1 942 −1,52
2026-04-21 13F Oak Wealth Advisors LLC 0 −100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 2 781 −28,62 587 −28,93
2026-04-21 13F Wesbanco Bank Inc 19 871 −2,13 4 196 −2,56
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 −100,00 0
2026-04-22 13F Continuum Advisory, LLC 5 317 −2,37 1 123 −2,77
2026-01-29 13F Comerica Bank 341 229 −5,44 72 364 −2,90
2026-05-15 13F Laird Norton Trust Company, Llc 64 177 −0,76 13 551 −1,20
2026-04-22 13F Vicus Capital 32 184 −2,58 6 796 −3,00
2026-04-13 13F First Hawaiian Bank 84 945 −17,86 17 936 −18,22
2026-05-12 13F BOK Financial Private Wealth, Inc. 89 693 −2,70 18 939 −3,13
2026-05-05 13F Cullen/frost Bankers, Inc. 91 290 −0,19 19 276 −0,63
2026-05-07 13F Centerpoint Advisors, LLC 38 460 −0,80 8 0,00
2026-04-22 13F Avantra Family Wealth, Inc. 6 855 −3,57 1 447 −3,98
2026-05-14 13F Simplex Trading, Llc 0 −100,00 0
2026-04-24 13F Michels Family Financial, LLC 5 316 −0,06 1 122 −0,44
2026-05-12 13F Daybright Advisory Services, Inc. 14 327 −1,52 3 025 −1,94
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 −100,00 0
2026-05-08 13F Coldstream Capital Management Inc 9 965 −20,25 2 104 −20,60
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 3 748 −50,41 791 −51,59
2026-04-30 13F Acorn Wealth Advisors, LLC 1 201 −23,16 254 −23,56
2026-04-21 13F Huntleigh Advisors, Inc. 1 245 −24,59 263 −25,14
2026-04-13 13F 5T Wealth, LLC 30 920 −1,27 6 529 −1,67
2026-05-13 13F Mariner, LLC 1 126 708 −5,40 237 831 −5,85
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-04-01 13F Burkett Financial Services, Llc 7 884 −3,39 1 665 −3,82
2026-05-08 13F Bokf, Na 93 168 −31,33 19 672 −31,63
2026-05-07 13F Avidian Wealth Solutions, LLC 46 312 −5,44 9 779 −5,85
2026-04-22 13F Bravera Wealth 0 −100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 2 534 −3,50 535 −3,96
2026-04-20 13F Independent Wealth Network Inc. 2 826 −9,91 597 −10,38
2026-05-11 13F Mountain Capital Investment Advisors, Inc 1 453 −2,29 320 −0,62
2026-05-13 13F Edgemoor Investment Advisors, Inc. 3 079 −3,57 650 −3,99
2026-04-14 13F Opal Wealth Advisors, LLC 3 231 −43,24 682 −43,50
2026-04-15 13F Fifth Third Securities, Inc. 43 461 −10,64 9 177 −11,03
2026-05-13 13F Calton & Associates, Inc. 13 765 −4,12 2 906 −4,53
2026-05-11 13F Linscomb & Williams, Inc. 3 222 −1,17 680 −1,59
2026-04-16 13F Security National Bank 569 −63,50 120 −63,64
2026-05-12 13F Rsm Us Wealth Management Llc 97 554 −3,49 20 599 −4,58
2026-04-02 13F Fulcrum Equity Management 4 075 −14,16 860 −14,51
2026-04-27 13F Evolution Wealth Management Inc. 1 770 −12,89 374 −13,26
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 4 594 −8,30 970 −8,76
2026-02-17 13F Cambria Investment Management, L.P. 0 −100,00 0
2026-04-16 13F True Vision MN LLC 49 229 −2,87 10 395 −3,29
2026-05-04 13F Bridges Investment Management Inc 11 545 −4,23 2 438 −4,66
2026-05-20 13F SOA Wealth Advisors, LLC. 5 436 −4,90 1 148 −5,36
2026-02-17 13F Fountainhead AM, LLC 0 −100,00 0
2026-05-12 13F Entrust Financial Llc 0 −100,00 0
2026-04-27 13F TCI Wealth Advisors, Inc. 1 032 −7,19 218 −7,66
2026-05-13 13F Bank Of Montreal /can/ 292 133 −1,57 61 684 −1,99
2026-05-12 13F Icon Wealth Advisors, LLC 275 383 −3,58 60 835 0,44
2026-02-13 13F Total Wealth Planning, Llc 0 −100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 2 077 −3,80 439 −4,16
2026-04-23 13F Summit Investment Advisory Services, LLC 15 253 −2,58 3 221 −3,01
2026-04-29 13F Efficient Advisors, LLC 25 815 −3,08 5 451 −3,51
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 −100,00 0
2026-04-23 13F Ewa, Llc 155 610 −6,03 32 857 −6,44
2026-04-21 13F Pallas Capital Advisors LLC 4 907 −30,08 1 036 −30,38
2026-04-09 13F IFG Advisors, LLC 2 125 −2,43 449 −2,82
2026-05-06 13F Decker Wealth Management LLC 0 −100,00 0 −100,00
2026-04-10 13F Pure Financial Advisors, Inc. 32 291 −3,16 6 818 −3,58
2026-05-14 13F HighPoint Advisor Group LLC 3 856 −3,94 814 −4,35
2026-04-08 13F McNaughton Wealth Management, LLC 76 322 −5,14 16 115 −5,55
2026-04-21 13F Morton Capital Management LLC/CA 2 649 −17,86 559 −18,16
2026-02-17 13F Risk Paradigm Group, LLC 0 −100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 1 637 −22,78 346 −23,16
2026-05-11 13F Empirical Asset Management, LLC 8 829 −0,50 1 864 −0,90
2026-05-04 13F Clear Investment Research, Llc 119 −95,00 25 −95,05
2026-04-24 13F Peregrine Asset Advisers, Inc. 15 214 −0,72 3 212 −1,14
2026-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2026-05-04 13F Principal Financial Group Inc 16 251 −25,43 3 431 −25,75
2026-05-12 13F Atlantic Union Bankshares Corp 3 545 −1,45 748 −1,84
2026-04-21 13F Falcon Wealth Planning 28 099 −2,77 5 933 −3,18
2026-04-22 13F Janney Montgomery Scott LLC 1 349 230 −8,28 285 −8,68
2026-04-22 13F Apollon Financial, LLC 3 236 −0,37 683 −0,73
2026-04-23 13F O'Connor Financial Group LLC 19 242 −1,55 4 063 −3,90
2026-05-08 13F Smithfield Trust Co 20 702 −0,75 4 0,00
2026-05-04 13F Lifeworks Advisors, LLC 5 798 −7,54 1 224 −7,90
2026-04-17 13F Braeburn Wealth Management LLC 8 177 −1,17 1 727 −1,60
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 418 113 −7,64 88 285 −8,04
2026-05-15 13F Ascent Group, LLC 398 536 −6,60 84 151 −7,00
2026-04-16 13F Center For Asset Management LLC 1 147 −2,55 242 −2,81
2026-04-17 13F Matthew Goff Investment Advisor, LLC 83 202 −1,23 17 568 −1,66
2026-04-21 13F Decker Retirement Planning Inc. 0 −100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 653 −8,29 138 −8,67
2026-04-22 13F Eqis Capital Management, Inc. 0 −100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 9 433 −24,42 1 843 −30,35
2026-05-12 13F Planwiser Financial, Llc 0 −100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2 148 592 −15,42 453 675 −15,78
2026-05-14 13F Milestone Asset Management Group, LLC 5 005 −0,93 1 057 −1,40
2026-04-27 13F Financial Services Advisory Inc 1 816 −2,42 383 −2,79
2026-05-08 13F Idaho Trust Bank 6 770 −0,24 1 429 −0,69
2026-05-14 13F Keebeck Wealth Management, LLC 49 609 −7,15 10 475 −7,56
2026-04-08 13F First Heartland Consultants, Inc. 30 038 −6,53 6 343 −6,93
2026-04-10 13F Magnus Financial Group LLC 17 701 −15,08 3 738 −15,45
2026-05-14 13F Allworth Financial LP 94 814 −0,82 20 020 −1,25
2026-04-24 13F Axis Wealth Partners, LLC 10 490 −8,48 2 215 −8,89
2026-04-24 13F Enzi Wealth 2 003 −0,10 423 −2,99
2026-05-15 13F Wick Capital Partners, LLC 3 728 −2,41 787 −2,84
2026-05-14 13F Financial Advisors Network, Inc. 49 012 −0,25 10 349 −0,69
2026-04-16 13F Heck Capital Advisors, LLC 13 679 −58,81 2 888 −58,99
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 7 614 −2,37 1 608 −2,78
2026-05-15 13F Two Sigma Investments, Lp 0 −100,00 0
2026-05-13 13F First Trust Advisors Lp 23 423 −0,59 4 946 −1,02
2026-05-13 13F Principal Securities, Inc. 127 933 −9,91 27 013 −10,30
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 −100,00 0
2026-04-10 13F FORM Wealth Advisors, LLC 15 570 −2,03 3 288 −2,46
2026-04-29 13F Sather Financial Group Inc 1 268 −4,80 268 −5,32
2026-05-15 13F Perennial Investment Advisors, LLC 7 930 −0,34 1 675 −0,77
2026-01-16 13F Five Oceans Advisors 0 −100,00 0
2026-04-30 13F Donaldson Capital Management, Llc 3 335 −17,78 704 −18,14
2026-05-29 13F Mullaney, Keating & Wright, Inc. 8 284 −4,42 1 749 −4,79
2026-04-27 13F HB Wealth Management, LLC 45 806 −7,38 9 672 −7,78
2026-05-14 13F Northern Oak Wealth Management Inc 135 177 −2,33 28 543 −2,75
2026-04-13 13F Lee Financial Co 6 851 −10,97 1 447 −11,34
2026-05-14 13F Traynor Capital Management, Inc. 44 811 −3,13 9 304 −5,15
2026-05-13 13F Lighthouse Financial LLC 22 235 −9,56 4 695 −9,96
2026-05-11 13F Bailard, Inc. 7 676 −8,97 1 621 −9,40
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-04-28 13F Whittier Trust Co 10 096 −0,88 2 148 −2,54
2026-05-14 13F Mill Creek Capital Advisors, LLC 9 805 −19,85 2 070 −20,20
2026-04-20 13F Hoxton Planning & Management, LLC 31 813 −4,52 6 717 −4,94
2026-04-22 13F Spirepoint Private Client, Llc 2 711 −7,32 572 −7,74
2026-04-27 13F Leelyn Smith, LLC 0 −100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2 508 −4,49 552 −4,17
2026-05-07 13F First National Trust Co 2 346 −0,55 495 −1,00
2026-02-17 13F Vertex Planning Partners, LLC 0 −100,00 0
2026-05-08 13F Grand Wealth Management, Llc 130 −7,14 27 −6,90
2026-04-21 13F Alpine Bank Wealth Management 24 899 −0,18 5 257 −0,61
2026-02-17 13F Main Street Financial Solutions, LLC 0 −100,00 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 35 833 −39,06 7 566 −39,32
2026-05-04 13F Rodgers & Associates, LTD 48 283 −0,69 10 195 −1,13
2026-04-21 13F Pacific Sage Partners, LLC 1 472 −16,55 311 −17,11
2026-05-05 13F Advantage Trust Co 385 −2,53 81 −2,41
2026-05-08 13F Macroview Investment Management Llc 2 219 −4,11 469 −4,49
2026-05-15 13F Point72 Asset Management, L.P. 0 −100,00 0 −100,00
2026-05-15 13F Point72 Asset Management, L.P. Put 0 −100,00 0 −100,00
2026-04-07 13F Farther Finance Advisors, LLC 158 047 −10,78 33 425 −11,02
2026-05-13 13F Brinker Capital Investments, LLC 155 810 −15,56 32 899 −15,93
2026-05-11 13F CAPROCK Group, Inc. 0 −100,00 0
2026-05-14 13F StoneX Group Inc. 8 246 −77,44 1 740 −77,56
2026-04-22 13F RMR Wealth Builders 1 308 −0,30 276 −0,72
2026-04-27 13F Wbh Advisory Inc 8 856 −4,99 1 873 −5,26
2026-05-14 13F Raymond James Financial Inc 1 620 965 −12,17 342 267 −12,55
2026-05-15 13F Asset Management Group, Inc. 51 514 −0,15 10 877 −0,58
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 33 450 −8,68 7 063 −9,09
2026-05-11 13F Wells Fargo & Company/mn 6 213 297 −0,81 1 311 937 −1,24
2026-01-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 967 −25,67 191 −19,49
2026-04-23 13F American National Bank 254 −30,22 54 −31,17
2026-05-06 13F Quadrant Private Wealth Management, LLC 70 489 −3,45 14 884 −3,87
2026-05-15 13F Strategies Wealth Advisors, LLC 7 041 −6,38 1 487 −6,83
2026-05-08 13F Aviso Wealth Management 1 964 −9,99 415 −10,39
2026-04-13 13F Massmutual Trust Co Fsb/adv 338 −34,75 71 −34,86
2026-04-22 13F Gemmer Asset Management LLC 17 325 −4,19 3 658 −4,59
2026-05-15 13F Family Management Corp 616 −10,07 130 −10,34
2026-05-15 13F Walsh & Associates, LLC 118 −6,35 25 −7,69
2026-05-14 13F Twin Focus Capital Partners, Llc 23 930 −32,25 5 053 −32,55
2026-05-01 13F Wilian Securities, LLC 0 −100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-05-06 13F Oxford Financial Group Ltd 7 518 −56,85 1 587 −57,04
2026-04-13 13F Arcadia Investment Advisors Llc 21 157 −0,93 4 467 −1,35
2026-02-13 13F Navis Wealth Advisors, LLC 0 −100,00 0
2026-04-24 13F United Community Bank 1 672 −2,62 353 −3,02
2026-04-24 13F Newton One Investments LLC 1 735 −0,97 366 −1,35
2026-05-12 13F Vista Private Wealth Partners. LLC 1 393 −23,80 312 −12,61
2026-05-13 13F Ankerstar Wealth, LLC 205 −0,49 43 0,00
2026-05-15 13F National Bank Of Canada /fi/ 2 071 −2,22 437 −2,67
2026-04-16 13F Polianta Ltd 0 −100,00 0
2026-05-15 13F Silvercrest Asset Management Group Llc 5 026 −5,63 1 061 −6,02
2026-02-18 13F Financial Advisory Service, Inc. 41 765 −1,04 8 857 1,63
2026-05-07 13F Northwestern Mutual Wealth Management Co 275 581 −5,04 58 189 −5,45
2026-05-14 13F Ballentine Partners, LLC 4 405 −0,43 930 −0,85
2026-05-14 13F Financial Engines Advisors L.L.C. 227 910 −1,51 48 123 −1,93
2026-04-22 13F Wiser Advisor Group LLC 883 −12,49 186 −12,68
2026-04-13 13F Neumann Capital Management, LLC 9 209 −2,95 1 944 −3,38
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 −100,00 0
2026-05-12 13F Operose Advisors LLC 12 560 −0,70 2 652 −1,12
2026-05-14 13F Capital Analysts, Inc. 103 218 −0,13 22 0,00
2026-05-04 13F AMG National Trust Bank 5 212 −0,08 1 101 −0,54
2026-04-28 13F Interactive Financial Advisors 1 357 −5,17 287 −5,61
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7 275 −0,74 1 536 −1,16
2026-05-26 13F Axiom Investment Management LLC 0 −100,00 0
2026-05-01 13F Hohimer Wealth Management, Llc 5 656 −30,62 1 194 −30,90
2026-05-08 13F Stonebridge Financial Planning Group, LLC 8 124 −0,83 1 715 −1,27
2026-04-21 13F Chapin Davis, Inc. 5 298 −5,02 1 119 −5,41
2026-05-13 13F Transcend Wealth Collective, Llc 11 138 −6,11 2 352 −6,52
2026-04-10 13F Octavia Wealth Advisors, LLC 1 610 −11,25 340 −11,72
2026-05-05 13F Mcmorgan & Co Llc 78 118 −1,67 16 495 −2,10
2026-04-07 13F Retirement Wealth Solutions LLC 24 624 −3,38 5 199 −3,79
2026-04-14 13F Capital Asset Managemnet, LLC 15 861 −8,34 3 349 −11,07
2026-05-27 13F/A Maripau Wealth Management Llc 8 768 −10,98 1 851 −11,35
2026-04-24 13F Private Advisor Group, LLC 302 973 −8,48 63 973 −8,88
2026-05-01 13F International Assets Investment Management, Llc 9 297 −2,62 1 966 −2,87
2026-05-04 13F LJI Wealth Management, LLC 2 153 −10,22 455 −10,63
2026-05-15 13F Mission Wealth Management, Lp 9 139 −3,39 1 930 −3,84
2026-05-05 13F Sanctuary Advisors, LLC 902 104 −6,56 190 479 −6,97
2026-05-06 13F Durante & Waters, Llc 7 719 −7,49 1 630 −7,91
2026-02-17 13F Sherman Porfolios, Llc 0 −100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 279 −0,36 59 −1,69
2026-05-08 13F Steward Partners Investment Advisory, Llc 101 291 −30,83 21 388 −31,13
2026-04-14 13F Sterling Investment Advisors Llc /adv 23 511 −1,95 4 965 −2,38
2026-04-23 13F Glass Jacobson Investment Advisors llc 13 782 −1,92 2 910 −2,38
2026-05-14 13F Lbmc Investment Advisors, Llc 41 978 −5,25 8 864 −5,66
2026-04-15 13F Journey Strategic Wealth Llc 6 149 −6,12 1 298 −6,55
2026-05-15 13F Glen Eagle Advisors, LLC 19 280 −4,38 4 071 −4,82
2026-05-11 13F Great Lakes Advisors, Llc 12 −94,00 3 −95,24
2026-02-05 13F Center for Financial Planning, Inc. 117 −25,48 25 −25,00
2026-05-18 13F Chesapeake Wealth Management 1 313 −3,81 277 −4,15
2026-04-28 13F Stratos Wealth Advisors, LLC 4 660 −8,77 984 −9,14
2026-05-11 13F Marin Bay Wealth Advisors, LLC 14 559 −0,75 3 074 −1,16
2026-05-05 13F Capital Investment Advisory Services, LLC 1 710 −8,26 361 −8,61
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5 662 −6,54 1 196 −6,93
2026-05-13 13F Alesco Advisors Llc 66 079 −5,90 13 953 −6,31
2026-04-07 13F Park Avenue Securities Llc 2 199 311 −10,87 464 −11,28
2026-04-28 13F WESPAC Advisors, LLC 6 459 −27,60 1 364 −27,92
2026-05-06 13F GatePass Capital, LLC 4 789 −17,23 1 011 −17,60
2026-04-21 13F Colony Family Offices, LLC 154 −43,59 33 −43,86
2026-04-23 13F Interchange Capital Partners, LLC 11 526 −36,60 2 210 −42,68
2026-04-29 13F CFS Investment Advisory Services, LLC 34 708 −15,98 7 667 −12,49
2026-04-17 13F Total Clarity Wealth Management, Inc. 0 −100,00 0
2026-02-12 13F Chilton Capital Management Llc 0 −100,00 0
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-04-24 13F hemming& Wealth Management, Inc. 53 000 −37,98 11 191 −38,26
2026-04-16 13F Quotient Wealth Partners, LLC 23 740 −1,31 5 013 −1,74
2026-04-08 13F Towerpoint Wealth, LLC 5 368 −0,07 1 133 −0,53
2026-04-08 13F Emergent Wealth Advisors, LLC 2 145 −68,48 453 −68,68
2026-05-13 13F/A Jpmorgan Chase & Co 17 182 077 −8,35 3 567 515 −10,27
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 34 515 −13,25 7 288 −13,63
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 1 999 −5,93 422 −6,22
2026-05-15 13F National Philanthropic Trust 16 525 −1,36 3 489 −1,77
2026-05-14 13F Empower Advisory Group, LLC 2 532 −2,47 535 −2,91
2026-01-21 13F SJS Investment Consulting Inc. 0 −100,00 0
2026-05-15 13F Imprint Wealth LLC 996 −9,95 210 −10,26
2026-02-12 13F CIBC Private Wealth Group, LLC 20 873 −12,12 4 427 −9,77
2026-05-15 13F Mercer Global Advisors Inc /adv 112 059 −26,52 23 661 −11,11
2026-04-30 13F Hsbc Holdings Plc 2 000 −49,37 422 −49,58
2026-05-11 13F VeraBank, N.A. 1 709 −12,76 361 −13,25
2026-04-21 13F One Wealth Advisors, LLC 130 581 −2,15 27 572 −2,58
2026-05-08 13F Prime Capital Investment Advisors, LLC 20 883 −4,22 4 409 −4,65
2026-04-30 13F Colton Groome Financial Advisors, Llc 1 395 −11,93 295 −12,24
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1 895 −7,70 400 −8,05
2026-04-29 13F WealthPLAN Partners, LLC 19 585 −11,92 4 135 −12,30
2026-05-08 13F SHP Wealth Management 733 −0,95 155 −1,28
2026-04-24 13F Swmg, Llc 99 492 −8,76 21 008 −13,25
2026-05-11 13F Estate Planners Group, LLC 0 −100,00 0
2026-04-30 13F Private Trust Co Na 7 258 −3,25 1 532 −3,65
2026-04-14 13F Seven Mile Advisory 0 −100,00 0
2026-04-24 13F Keybank National Association/oh 193 455 −4,40 40 848 −4,82
2026-04-28 13F Nbt Bank N A /ny 3 720 −3,65 785 −0,38
2026-05-13 13F GeoWealth Management, LLC 8 233 −5,44 1 738 −5,85
2026-05-13 13F Cetera Investment Advisers 3 295 130 −3,37 695 767 −3,79
2026-02-26 13F/A Blackston Financial Advisory Group, LLC 0 −100,00 0
2026-04-17 13F Certified Advisory Corp 5 186 −4,69 1 095 −5,12
2026-04-13 13F Market Street Wealth Management Advisors Llc 13 968 −1,31 2 949 −1,73
2026-04-08 13F Sax Wealth Advisors, Llc 35 081 −0,26 7 440 −0,25
2026-04-09 13F Camelot Technology Advisors, Inc. 3 080 −0,74 650 −1,22
2026-04-27 13F Independent Solutions Wealth Management, LLC 72 579 −3,42 15 325 −3,84
2026-05-12 13F Stokes Family Office, LLC 121 242 −21,58 25 600 −21,93
2026-04-15 13F Trust Point Inc. 69 367 −0,97 14 647 −1,40
2026-05-21 13F Raab & Moskowitz Asset Management LLC 1 642 −1,74 347 −2,26
2026-05-06 13F Hurley Capital, LLC 130 −45,15 28 −46,00
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 2 285 −12,92 482 −13,31
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6 367 −72,61 1 344 −72,74
2026-04-22 13F Spire Wealth Management 121 373 −2,73 25 628 −3,15
2026-04-29 13F Sigma Investment Counselors Inc 12 346 −0,48 2 607 −0,91
2026-04-08 13F David J Yvars Group 1 172 −10,40 247 −10,83
2026-05-07 13F JSF Financial, LLC 5 176 −11,52 1 093 −11,94
2026-05-06 13F Florin Court Capital LLP 6 200 −73,84 1 309 −73,96
2026-04-10 13F Sage Investment Advisers LLC 17 545 −6,25 3 711 −6,50
2026-04-21 13F Waterway Wealth Management, LLC 131 716 −14,80 18 798 −20,63
2026-05-12 13F Processus Wealth & Capital Management, LLC 1 820 −1,62 384 −2,04
2026-05-04 13F Copia Wealth Management 1 318 −11,60 278 −12,03
2026-04-29 13F Bank Of Stockton 50 741 −7,06 10 714 −7,47
2026-02-13 13F Itau Unibanco Holding S.A. 0 −100,00 0
2026-05-08 13F Blair William & Co/il 41 042 −2,44 8 666 −2,87
2026-05-13 13F BlackRock, Inc. 2 593 920 −11,72 547 706 −12,10
2026-02-12 13F Leigh Baldwin & Co., Llc 0 −100,00 0 −100,00
2026-04-30 13F Stegner Investment Associates Inc. 16 258 −0,28 3 433 −0,72
2026-05-08 13F Pnc Financial Services Group, Inc. 2 271 013 −3,09 479 524 −3,51
2026-05-15 13F JT Stratford LLC 7 023 −9,72 1 483 −10,13
2026-02-13 13F Palisade Asset Management, LLC 0 −100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 6 980 −4,61 1 474 −5,03
2026-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0
2026-04-15 13F Hilltop Wealth Advisors, Llc 20 288 −2,85 4 284 −3,27
2026-04-28 13F Ntv Asset Management Llc 2 015 −6,93 425 −7,41
2026-04-28 13F Kingswood Wealth Advisors, Llc 4 569 −8,62 965 −9,06
2026-05-01 13F Vantage Point Financial LLC 13 810 −17,46 2 916 −17,84
2026-05-22 13F WNY Asset Management, LLC 2 844 −1,08 601 1,18
2026-05-11 13F Insight Advisors, LLC/ PA 3 101 −69,44 655 −69,61
2026-01-22 13F FSC Wealth Advisors, LLC 0 −100,00 0
2026-04-27 13F Td Private Client Wealth Llc 82 186 −8,43 17 354 −8,82
2026-05-06 13F LPL Financial LLC 10 505 241 −4,61 2 218 182 −5,03
2026-05-11 13F Cadinha & Co Llc 5 990 −2,47 1 265 −2,92
2026-04-22 13F Mason & Associates, LLC 6 451 −2,46 1 362 −2,85
2026-05-04 13F Wsfs Capital Management, Llc 11 397 −0,58 2 406 −1,03
2026-04-07 13F Eastern Bank 4 089 −1,42 863 −1,82
2026-05-06 13F Crescent Grove Advisors, LLC 6 140 −1,84 1 297 −2,26
2026-04-14 13F Nbc Securities, Inc. 1 810 −3,21 382 −3,54
2026-05-12 13F PCM Encore, LLC 15 835 −5,66 3 344 −6,07
2026-05-14 13F Evergreen Capital Management Llc 1 777 −34,69 375 −35,01
2026-04-10 13F RTD Financial Advisors, Inc. 74 881 −2,24 15 811 −2,66
2026-05-14 13F Regal Investment Advisors LLC 94 899 −6,93 20 038 −7,33
2026-04-15 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 8 279 −2,31 1 748 −2,73
2026-05-01 13F New Republic Capital, LLC 3 273 −8,06 691 −8,36
2026-02-11 13F Rise Advisors, LLC 0 −100,00 0
2026-04-22 13F Caldwell Trust Co 700 −5,79 148 −6,37
2026-05-07 13F Johnson Financial Group, Inc. 2 225 −21,93 470 −22,35
2026-04-15 13F Register Financial Advisors LLC 384 −0,26 81 0,00
2026-05-12 13F Cambiar Investors Llc 0 −100,00 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 75 688 −9,03 15 982 −9,43
2026-04-21 13F Encompass Wealth Advisors, Llc 171 699 −0,39 36 254 −0,82
2026-05-15 13F Van Den Berg Management I, Inc 18 −5,26 4 −25,00
2026-04-16 13F Clark Asset Management, LLC 1 286 −3,60 272 −3,90
2026-05-12 13F Saiph Capital, LLC 79 335 −0,41 16 752 −0,84
2026-05-21 13F Verus Capital Partners, Llc 28 264 −4,16 5 968 −4,56
2026-04-24 13F National Asset Management, Inc. 28 494 −18,68 5 916 −20,38
2026-04-28 13F Belpointe Asset Management LLC 19 852 −15,53 4 192 −15,91
2026-05-06 13F Assetmark, Inc 21 213 −6,00 4 479 −6,39
2026-04-13 13F Shira Ridge Wealth Management 1 004 −3,37 212 −4,09
2026-05-06 13F Gray Private Wealth, LLC 16 591 −0,50 3 503 −0,93
2026-04-27 13F Prasad Wealth Partners, LLC 2 635 −1,57 556 −1,94
2026-02-13 13F Capula Management Ltd 0 −100,00 0
2026-05-14 13F Gwn Securities Inc. 11 880 −1,17 2 509 −1,61
2026-04-22 13F Sendero Wealth Management, LLC 5 689 −5,81 1 201 −6,17
2026-05-05 13F Gallacher Capital Management LLC 3 312 −17,86 699 −18,25
2026-05-14 13F Neuberger Berman Group LLC 4 527 −5,25 956 −5,73
2026-05-11 13F Boston Partners 0 −100,00 0
2026-04-16 13F Ironwood Financial, llc 96 875 −1,07 20 455 −3,84
2026-04-30 13F Conning Inc. 5 390 −13,44 1 138 −13,79
2026-04-22 13F LifeSteps Financial, Inc. 1 013 −5,42 214 −6,17
2026-05-13 13F Lloyd Advisory Services, LLC. 2 370 −54,05 500 −54,25
2026-05-01 13F Strategic Financial Partners, Ltd. 0 −100,00 0
2026-04-17 13F BCS Wealth Management 0 −100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 105 494 −0,85 22 275 −1,29
2026-01-21 13F Greenhouse Wealth Management, LLC 0 −100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 165 861 −19,10 35 022 −19,45
2026-04-23 13F Mayflower Financial Advisors, LLC 62 807 −0,83 13 262 −1,27
2026-04-02 13F Hilltop National Bank 6 307 −9,86 1 332 −10,25
2026-04-15 13F Fortitude Family Office, LLC 10 300 −0,95 2 175 −1,41
2026-04-24 13F Charter Oak Capital Management, LLC 23 916 −6,96 5 050 −7,37
2026-05-14 13F Venture Visionary Partners LLC 5 413 −5,83 1 143 −6,23
2026-05-13 13F First Citizens Bank & Trust Co 16 129 −26,49 3 406 −26,81
2026-04-24 13F RKL Wealth Management LLC 16 533 −4,90 3 491 −5,29
2026-05-01 13F Stony Point Wealth Management Inc. 15 183 −0,60 3 206 −1,05
2026-04-27 13F Pensionmark Financial Group, Llc 238 627 −0,63 50 386 −1,06
2026-04-09 13F Park Place Capital Corp 4 777 −48,97 1 009 −49,22
2026-05-15 13F Quest Investment Management Llc 0 −100,00 0
2026-04-09 13F Veracity Capital LLC 3 552 −9,06 750 −9,42
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 14 835 −17,73 3 132 −18,10
2026-04-21 13F RCS Financial Planning, LLC 4 854 −80,34 1 025 −80,45
2026-04-08 13F Sharkey, Howes & Javer 187 653 −8,46 39 623 −8,86
2026-05-14 13F Massachusetts Financial Services Co /ma/ 0 −100,00 0
2026-05-13 13F Hirtle Callaghan & Co LLC 9 468 −0,39 1 999 −0,79
2026-05-14 13F Betterment LLC 357 479 −3,31 75 −3,85
2026-05-06 13F Hartland & Co., LLC 113 434 −0,40 23 952 −0,83
2026-05-04 13F Geneos Wealth Management Inc. 43 974 −0,30 9 285 −0,73
2026-05-15 13F Transamerica Financial Advisors, Inc. 10 051 −1,13 2 122 −1,53
2026-04-13 13F Kelly Financial Services LLC 119 082 −7,61 25 063 −8,31
2026-04-08 13F Clarus Wealth Advisors 24 196 −1,48 5 131 −3,61
2026-04-08 13F Spinnaker Investment Group, LLC 0 −100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 11 086 −6,19 2 341 −6,62
2026-05-12 13F Tiaa Trust, National Association 657 −96,52 139 −96,55
2026-01-28 13F United Asset Strategies, Inc. 0 −100,00 0 −100,00
2026-05-14 13F Morse Asset Management, Inc 200 −6,54 42 −6,67
2026-04-27 13F Capital Advisors Inc/ok 4 070 −1,93 859 −2,39
2026-05-12 13F Ellis Investment Partners, LLC 12 437 −2,14 2 626 −2,56
2026-05-14 13F Pinnacle Family Advisors, LLC 17 923 −0,24 3 784 −0,68
2026-04-17 13F Legacy Wealth Partners, LLC 5 740 −9,39 1 212 −9,75
2026-04-29 13F Cary Street Partner Investment Advisory Llc 7 620 −5,91 1 609 −6,35
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 399 −33,28 84 −33,33
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2 413 −0,45 510 −0,97
2026-02-06 13F GPS Wealth Strategies Group, LLC 58 −93,76 12 −93,72
2026-04-21 13F Old National Bancorp /in/ 25 136 −5,23 5 307 −5,64
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1 283 −1,31 279 −1,06
2026-04-20 13F Concurrent Investment Advisors, LLC 0 −100,00 0 −100,00
2026-05-15 13F Blue Chip Partners, Inc. 1 407 −12,66 297 −12,90
2026-05-13 13F Federation des caisses Desjardins du Quebec 34 465 −3,25 7 277 −3,67
2026-05-05 13F Tortoise Investment Management, LLC 27 846 −3,25 5 880 −3,67
2026-05-13 13F Ameritas Investment Partners, Inc. 90 141 −5,53 19 033 −5,94
2026-04-21 13F Merkkuri Wealth Advisors LLC 12 743 −4,64 2 691 −5,05
2026-04-28 13F Quent Capital, LLC 2 526 −11,62 533 −12,05
2026-05-12 13F Edgar Lomax Co/va 20 740 −24,73 4 379 −25,06
2026-05-12 13F Community Bank, N.A. 2 934 −20,57 620 −20,95
2026-05-15 13F Fmr Llc 818 444 −0,20 172 815 −0,63
2026-04-17 13F Swp Financial Llc 13 548 −3,24 2 861 −3,67
2026-04-27 13F Forte Asset Management Llc 28 545 −1,77 6 027 −2,19
2026-04-21 13F Tritonpoint Wealth, Llc 1 080 −6,74 228 −6,94
2026-04-23 13F Forum Financial Management, LP 8 610 −2,45 1 818 −2,83
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 1 155 −4,55 244 −5,08
2026-04-16 13F Brookstone Capital Management 139 963 −2,31 29 553 −2,73
2026-05-04 13F Lutz Financial Services LLC 105 481 −1,39 22 272 −1,82
2026-05-13 13F Triumph Capital Management 1 037 −47,71 219 −48,10
2026-05-07 13F Rothschild Investment Llc 5 649 −10,83 1 193 −11,24
2026-04-30 13F Cedar Mountain Advisors, LLC 109 −71,16 23 −71,25
2026-05-27 13F Security Financial Services, INC. 133 708 −6,98 28 232 −7,38
2026-05-06 13F May Hill Capital, LLC 53 757 −2,28 11 351 −2,70
2026-05-11 13F Sage Mountain Advisors LLC 2 362 −0,46 499 −0,99
2026-05-07 13F Midland Wealth Advisors Llc 6 142 −1,88 1 297 −2,34
2026-04-29 13F Tilson Financial Group, Inc. 27 063 −0,17 5 714 −0,61
2026-04-22 13F Apollon Wealth Management, LLC 88 440 −1,06 18 674 −1,49
2026-02-11 13F TruNorth Capital Management, LLC 0 −100,00 0
2026-05-14 13F Rialto Wealth Management, LLC 7 890 −0,54 1 666 −1,01
2026-05-15 13F NorthRock Partners, LLC 155 844 −4,66 32 906 −5,07
2026-05-12 13F Cahill Financial Advisors Inc 103 851 −0,68 21 928 −1,11
2026-05-01 13F Valmark Advisers, Inc. 283 312 −0,82 59 821 −1,25
2026-04-15 13F Stanich Group LLC 0 −100,00 0
2026-04-22 13F Capital Investment Management, Inc. 16 655 −11,24 3 517 −11,64
2026-04-14 13F Focus Financial Network, Inc. 38 795 −36,77 8 192 −37,05
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 5 246 −4,17 1 108 −4,57
2026-04-27 13F Truist Financial Corp 559 319 −5,23 118 100 −5,64
2026-05-11 13F Legacy Edge Advisors, LLC 3 126 −16,17 660 −16,46
2026-04-28 13F GM Advisory Group, Inc. 2 128 −32,51 449 −32,78
2026-05-01 13F TSA Wealth Managment LLC 57 163 −9,33 12 070 −9,72
2026-04-13 13F Amplius Wealth Advisors, LLC 0 −100,00 0
2026-02-10 13F Belvedere Trading LLC Call 0 −100,00 0 −100,00
2026-02-25 13F Westshore Wealth, LLC 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0 −100,00
2026-04-29 13F Navalign, LLC 1 623 −1,64 343 −2,01
2026-02-11 13F Viewpoint Capital Management LLC 0 −100,00 0
2026-05-11 13F Umb Bank N A/mo 42 252 −11,86 8 922 −12,25
2026-05-06 13F Modera Wealth Management, LLC 72 597 −3,32 15 329 −3,74
2026-04-24 13F Bedminster, LLC 995 −20,27 210 −20,45
2026-05-13 13F Adviser Investments LLC 93 773 −1,95 19 800 −2,38
2026-05-04 13F Envestnet Asset Management Inc 27 729 455 −2,34 5 855 075 −2,76
2026-05-11 13F GenWealth Group, Inc. 14 166 −0,15 2 991 −2,51
2026-05-14 13F Northern Trust Corp 187 139 −1,61 39 514 −2,04
2026-01-12 13F Heartwood Wealth Advisors LLC 0 −100,00 0
2026-05-13 13F Marex Group plc 1 155 −25,63 244 −26,14
2026-04-10 13F Abound Wealth Management 112 −35,63 24 −36,11
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 7 208 −50,84 2 −66,67
2026-04-17 13F Fifth Third Wealth Advisors LLC 1 722 −10,27 364 −10,59
2026-04-24 13F Yousif Capital Management, Llc 1 101 −75,50 232 −75,83
2026-05-13 13F Avestar Capital, LLC 23 166 −0,95 4 892 −1,39
2026-05-12 13F Kovack Advisors, Inc. 7 010 −4,44 1 482 −4,69
2026-04-15 13F DAVENPORT & Co LLC 9 755 −0,83 2 060 −1,29
2026-05-12 13F Birnam Oak Advisors, LP 5 000 −50,00 1 056 −50,24
2026-05-15 13F Sierra Capital LLC 47 410 −1,77 10 0,00
2026-05-18 13F Centaurus Financial, Inc. 12 158 −24,78 3 −33,33
2026-05-12 13F M&t Bank Corp 786 105 −4,04 165 986 −4,46
2026-04-20 13F Corundum Group, Inc. 5 970 −5,54 1 261 −5,97
2026-05-08 13F Truepoint, Inc. 13 638 −1,66 2 880 −2,11
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0 −100,00
2026-05-08 13F Resources Investment Advisors, LLC. 965 589 −2,46 203 884 −2,88
2026-05-07 13F Element Pointe Advisors, Llc 2 578 −5,91 544 −6,37
2026-05-14 13F Islay Capital Management, Llc 0 −100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 150 230 −1,11 31 721 −1,54
2026-04-22 13F Stone House Investment Management, LLC 177 216 −10,96 37 419 −11,35
2026-04-17 13F Cottonwood Capital Advisors, Llc 1 293 −1,45 273 −1,80
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 12 836 −1,41 2 710 −1,85
2026-04-09 13F TrueWealth Advisors, LLC 6 331 −3,18 1 337 −3,61
2026-06-01 13F Concorde Asset Management, LLC 13 624 −9,72 2 877 −10,12
2026-05-07 13F Washington Trust Bank 2 352 −9,15 497 −9,65
2026-04-16 13F Phillips Financial Management, Llc 138 943 −21,41 29 338 −21,75
2026-04-20 13F Ritholtz Wealth Management 17 494 −2,51 3 694 −2,94
2026-04-10 13F Perigon Wealth Management, LLC 200 292 −4,28 42 292 −4,70
2026-04-21 13F Berkshire Money Management, Inc. 150 908 −0,96 31 864 −1,38
2026-04-29 13F Skopos Labs, Inc. 1 706 −14,23 360 −15,29
2026-05-15 13F Fiduciary Trust Co 3 657 −12,78 772 −13,16
2026-04-23 13F Catalina Capital Group, LLC 8 508 −0,48 1 796 −0,88
2026-05-12 13F TD Waterhouse Canada Inc. 135 868 −17,92 28 638 −18,39
2026-04-23 13F Mattern Wealth Management LLC 6 788 −0,69 1 433 −1,10
2026-05-06 13F Vista Capital Partners, Inc. 0 −100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 8 939 −19,28 1 887 −19,63
2026-05-07 13F Ironwood Investment Counsel, LLC 1 995 −2,44 421 −2,77
2026-04-21 13F Signature Wealth Management Partners, LLC 96 818 −0,21 20 443 −0,65
2026-05-12 13F Hanlon Investment Management, Inc. 5 316 −15,63 1 123 −16,02
2026-05-13 13F Signature Equity Partners, LLC 1 226 −12,24 259 −12,84
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-04-22 13F Integrated Wealth Management 8 757 −7,08 1 849 −7,46
2026-05-12 13F Laurel Wealth Advisors LLC 6 157 −0,16 1 381 5,59
2026-05-12 13F Ameritas Advisory Services, LLC 2 025 −32,86 428 −33,18
2026-05-08 13F Summit Asset Management, LLC 4 268 −0,54 901 −0,88
2026-05-13 13F Archetype Wealth Partners 1 465 −11,27 0
2026-04-28 13F LVZ Advisors, Inc. 572 662 −3,28 120 918 −3,70
2026-05-15 13F Hancock Whitney Corp 19 402 −13,59 4 325 −9,18
2026-05-13 13F Pitcairn Wealth Advisors LLC 6 850 −9,03 1 453 −9,02
2026-02-17 13F SageView Advisory Group, LLC 5 622 −1,47 1 192 1,19
2026-05-14 13F Cwm, Llc 2 566 919 −0,48 542 005 99 168,13
2026-04-21 13F Claro Advisors LLC 2 676 −6,76 565 −7,07
2026-04-17 13F Sovereign Financial Group, Inc. 11 601 −19,00 2 450 −19,36
2026-04-20 13F Aegis Wealth Management, Inc. 3 877 −15,90 819 −16,27
2026-05-05 13F Atria Investments Llc 309 598 −4,47 65 372 −4,88
2026-05-06 13F Mechanics Financial Corp 830 −2,35 175 −2,78
2026-04-21 13F Pinnacle Associates Ltd 7 761 −5,65 1 639 −6,08
2026-05-15 13F AlphaCore Capital LLC 19 035 −0,31 4 019 −0,74
2026-05-05 13F Lane Brothers & Co Inc 1 080 −10,60 228 −10,94
2026-05-11 13F COFG Advisors, LLC 9 930 −0,45 2 097 −0,90
2026-04-24 13F Stock Yards Bank & Trust Co 2 503 −5,65 529 −6,05
2026-05-13 13F ETF Portfolio Partners, Inc. 32 462 −5,67 6 854 −6,07
2026-04-08 13F Evanson Asset Management, LLC 4 804 −0,29 1 014 −0,69
2026-04-29 13F Marino, Stram & Associates Llc 4 997 −0,44 1 055 −0,85
2026-05-14 13F Hrt Financial Lp 25 701 −13,14 5 −16,67
2026-04-14 13F American State Bank (Iowa) 0 −100,00 0
2026-04-23 13F St. Clair Advisors, LLC 14 519 −7,34 3 066 −7,74
2026-05-05 13F Seros Financial, LLC 1 663 −51,77 351 −51,98
2026-04-27 13F CWS Financial Advisors, LLC 2 649 −2,00 559 −2,44
2026-04-20 13F Ronald Blue Trust, Inc. 97 730 −10,86 20 636 −11,25
2026-05-13 13F AE Wealth Management LLC 371 946 −2,90 78 537 −3,32
2026-02-11 13F Brandywine Global Investment Management, LLC 51 −89,55 11 −90,00
2026-05-04 13F Milestones Private Investment Advisors LLC 3 875 −3,00 818 −3,42
2026-05-15 13F Armis Advisers, LLC 4 354 −17,44 978 −10,68
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 33 323 −1,61 7 036 −2,03
2026-01-15 13F Frank, Rimerman Advisors LLC 0 −100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 19 252 −11,86 4 238 −10,31
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2026-04-17 13F Wealthbridge Capital Management, Llc 11 917 −0,11 2 516 −0,55
2026-04-08 13F Pines Wealth Management, LLC 18 295 −2,60 3 863 −3,04
2026-04-21 13F Everpar Advisors Llc 1 450 −15,45 306 −15,70
2026-05-06 13F Deutsche Bank Ag\ 3 290 −23,26 695 −23,65
2026-05-12 13F Jane Street Group, Llc Put 0 −100,00 0 −100,00
2026-05-11 13F Fairscale Capital, LLC 5 442 −15,97 1 149 −16,31
2026-04-15 13F Cypress Wealth Services, LLC 80 372 −10,40 16 971 −10,79
2026-06-04 13F Town Capital LLC 2 901 −76,48 613 −76,60
2026-05-01 13F Guardian Wealth Advisors, LLC 20 865 −2,94 4 406 −3,36
2026-05-07 13F Human Investing LLC 957 −10,64 202 −11,01
2026-05-15 13F Empowered Funds, LLC 1 754 −25,61 370 −26,00
2026-05-12 13F Awm Capital, Llc 7 361 −1,39 1 554 −1,83
2026-04-13 13F Catalyst Private Wealth, Llc 7 030 −0,62 1 484 −1,07
2026-05-11 13F Partners in Financial Planning 1 361 −0,87 287 −1,37
2026-02-04 13F Pandora Wealth, Inc. 31 659 −0,66 6 714 2,01
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-01-26 13F Thomasville National Bank 3 825 −7,83 811 −5,37
2026-05-05 13F Fisher Asset Management, LLC 10 359 −4,34 2 188 −4,75
2026-04-29 13F W Advisors, Llc 29 307 −3,76 6 188 −4,17
2026-04-23 13F Simmons Bank 1 184 −11,90 250 −12,28
2026-05-05 13F Bank of New York Mellon Corp 1 138 151 −3,41 240 321 −3,83
2026-05-07 13F Francis Financial, Inc. 1 553 −9,18 328 −9,39
2026-05-06 13F Quest 10 Wealth Builders, Inc. 725 −9,60 153 −10,00
2026-04-13 13F St Germain D J Co Inc 1 130 −39,18 239 −39,59
2026-04-16 13F Capital Investment Advisors, LLC 2 568 −0,85 542 −1,28
2026-05-14 13F Bare Financial Services, Inc 17 853 −3,01 3 770 −3,43
2026-04-28 13F PUREfi Wealth, LLC 3 043 −14,33 643 −14,74
2026-04-24 13F UMA Financial Services, Inc. 135 184 −5,02 28 544 −5,43
2026-05-06 13F Sterling Financial Planning, Inc. 22 858 −0,45 4 826 −0,88
2026-05-13 13F May Barnhard Investments LLC 11 368 −0,32 2 400 −0,74
2026-04-30 13F Madison Wealth Partners, Inc 2 829 −0,32 597 −0,67
2026-04-10 13F Prosperity Planning, Inc. 53 278 −1,71 11 250 −2,14
2026-04-15 13F LongView Wealth Management 4 177 −0,52 909 −0,44
2026-04-21 13F J.M. Arbour, LLC 15 973 −10,55 3 373 −10,94
2026-05-14 13F Davis Wealth Advisors, LLC 26 244 −7,58 5 541 −7,97
2026-05-07 13F Davis Selected Advisers 11 624 −90,85 2 454 −90,89
2026-04-15 13F Trust Co Of Toledo Na /oh/ 6 836 −0,73 1 443 −1,16
2026-05-11 13F New Age Alpha Advisors, LLC 12 125 −20,95 2 560 −21,28
2026-01-30 13F Richardson Capital Management LLC 0 −100,00 0
2026-05-08 13F Curtis Wealth Management Llc 15 816 −5,77 3 340 −8,37
2026-05-14 13F Plum Street Advisors, LLC 8 187 −0,10 1 729 −0,52
2026-05-07 13F Sagespring Wealth Partners, Llc 1 559 −22,75 329 −22,95
2026-04-08 13F High Point Wealth Management, LLC 9 715 −1,36 2 051 −1,77
2026-05-04 13F Modus Advisors, LLC 0 −100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 43 751 −9,21 9 238 −9,59
2026-04-15 13F Stordahl Capital Management, Inc. 21 516 −0,29 4 543 −0,72
2026-04-24 13F Peoples Bank /oh 21 587 −2,48 4 558 −2,90
2026-05-04 13F Legacy Capital Group California, Inc. 0 −100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 96 014 −0,78 20 273 −1,21
2026-05-01 13F Wealthspire Advisors, LLC 31 081 −1,25 6 563 −1,68
2026-05-15 13F XTX Topco Ltd 16 037 −32,31 3 386 −32,60
2026-05-12 13F Guidance Point Advisors, LLC 61 561 −0,14 13 011 −0,57
2026-04-15 13F Bernardo Wealth Planning LLC 9 403 −0,97 1 985 −1,39
2026-05-13 13F SRS Capital Advisors, Inc. 29 096 −10,37 6 144 −10,76
2026-05-14 13F Novak & Powell Financial Services, Inc. 3 531 −6,54 746 −6,99
2026-05-14 13F Pacific Financial Group Inc 26 887 −8,79 5 677 −9,18
2026-02-06 13F Gutierrez Wealth Advisory, LLC 0 −100,00 0
2026-05-05 13F Helium Advisors LLC 3 404 −2,18 719 −2,58
2026-05-06 13F Anb Bank 1 029 −9,18 217 −9,58
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 3 247 −54,57 686 −54,79
2026-05-13 13F Edmond De Rothschild Holding S.a. 0 −100,00 0
2026-05-04 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2026-04-28 13F SeaBridge Investment Advisors LLC 0 −100,00 0
2026-05-05 13F SFI Advisors, LLC 18 744 −38,18 3 958 −38,46
2026-05-14 13F Wealth Alliance 149 006 −9,86 31 463 −10,25
2026-05-15 13F Ameriprise Financial Inc 3 009 200 −2,29 638 025 −2,34
2026-01-28 13F Dentgroup LLC 7 875 −1,19 1 670 1,52
2026-04-22 13F Krm Wealth Management L.l.c. 3 448 −0,92 728 −1,36
2026-04-10 13F Charles Schwab Trust Co 0 −100,00 0
2026-04-17 13F Watershed Private Wealth Llc 3 744 −3,88 790 −4,24
2026-05-11 13F Beto Financial Group, Llc 23 034 −48,34 5 150 −47,27
2026-04-28 13F FSR Wealth Management Ltd. 0 −100,00 0
2026-05-04 13F Camden National Bank 3 467 −2,78 732 −3,17
2026-05-13 13F Benchmark Investment Advisors LLC 2 467 −23,67 521 −22,04
2026-05-13 13F Fortress Private Ledger, Llc 1 223 −2,00 258 −2,27
2026-04-30 13F Mv Capital Management, Inc. 97 684 −6,42 20 626 −6,83
2026-04-08 13F Ehrlich Financial Group 14 249 −72,60 3 009 −72,73
2026-05-15 13F Change Path, LLC 298 049 −3,54 62 933 −3,96
2026-04-09 13F Tompkins Financial Corp 495 −41,28 105 −41,57
2026-04-29 13F Cahaba Wealth Management, Inc. 6 667 −7,08 1 408 −7,50
2026-05-15 13F TRUE Private Wealth Advisors 11 604 −0,51 2 450 −0,93
2026-01-26 13F Covenant Partners, LLC 620 −7,74 131 −5,07
2026-04-14 13F Baldwin Brothers Inc/ma 1 435 −1,37 303 −1,62
2026-01-15 13F Lighthouse Wealth Management Inc. 0 −100,00 0
2026-04-21 13F Argo Wealth Advisory, LLC 0 −100,00 0
2026-04-16 13F Telos Capital Management, Inc. 0 −100,00 0
2026-05-08 13F Align Financial, LLC 550 −99,53 116 0,00
2026-05-14 13F Gladstone Institutional Advisory LLC 59 317 −1,62 12 525 −2,05
2026-04-23 13F Bridge Generations Wealth Management Llc 0 −100,00 0
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