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.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51 625 | −3,16 | 16 | −6,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15 445 | −0,13 | 4 668 | −0,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | −97,52 | 15 | −97,53 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12 528 | −4,52 | 3 786 | −4,47 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | −18,76 | 214 | −18,63 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 486 | −3,84 | 2 565 | −3,83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | −0,83 | 108 | 0,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | −27,13 | 260 | −27,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7 000 | −38,05 | 2 116 | −38,03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3 760 | −0,58 | 1 137 | −0,53 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27 810 | −3,88 | 8 405 | −3,84 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6 714 | −2,21 | 2 029 | −2,17 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 221 | −5,65 | 671 | −5,63 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1 265 | −0,94 | 382 | −0,78 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12 130 | −3,27 | 3 666 | −3,22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6 396 | −15,05 | 1 933 | −15,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 147 | −0,26 | 347 | −0,29 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5 227 | −4,83 | 1 580 | −4,82 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4 807 | −6,57 | 1 453 | −6,56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 956 | −3,45 | 1 498 | −3,42 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 585 | −0,63 | 479 | −0,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4 353 | −42,75 | 1 316 | −42,73 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | −42,25 | 90 | −41,94 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 393 | −19,99 | 421 | −19,81 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392 074 | −0,09 | 1 347 | −7,30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12 969 | −0,18 | 3 920 | −0,15 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76 194 | −0,02 | 23 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | −1,91 | 248 | −1,98 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1 450 | −8,81 | 438 | −8,75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 1 816 | −0,77 | 549 | −0,72 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19 292 | −2,72 | 5 831 | −2,69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 599 | −4,34 | 785 | −4,27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 579 | −44,24 | 477 | −44,21 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1 776 | −10,71 | 537 | −10,67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 20 773 | −40,79 | 6 | −40,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3 215 | −0,25 | 972 | −0,21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1 356 | −17,27 | 410 | −17,37 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 16 429 | −96,18 | 4 966 | −96,18 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 89 | −63,22 | 27 | −64,38 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 855 | −50,00 | 517 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 835 | −17,23 | 857 | −17,21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 549 | −0,18 | 166 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5 608 | −1,28 | 1 695 | −1,22 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 966 | −60,33 | 292 | −60,27 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 135 | −10,01 | 1 552 | −9,92 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3 648 | −10,10 | 1 103 | −10,04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6 594 | −1,76 | 1 992 | −1,73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 229 | −10,88 | 371 | −10,82 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10 697 | −4,31 | 3 233 | −4,26 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15 807 | −2,44 | 4 777 | −2,41 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1 943 | −0,87 | 587 | −0,84 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5 889 | −13,24 | 1 780 | −13,17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1 098 | −0,09 | 332 | −0,30 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 694 | −14,11 | 210 | −14,34 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 086 | −6,37 | 933 | −6,33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9 116 | −0,92 | 2 754 | 0,55 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50 068 | −20,59 | 15 133 | −20,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | −12,84 | 97 | −12,73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2 262 | −4,80 | 684 | −4,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10 372 | −2,90 | 3 135 | −2,85 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10 858 | −2,49 | 3 280 | −1,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 13 868 | −1,48 | 4 192 | −1,43 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 424 | −10,94 | 430 | −10,97 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 482 | −17,47 | 146 | −17,61 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 650 | −2,54 | 499 | −2,54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1 134 | −8,25 | 343 | −8,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | −3,62 | 201 | −3,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 506 | −3,34 | 492 | −2,00 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | −49,64 | 21 | −48,78 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1 570 | −33,02 | 475 | −33,05 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1 085 | −8,28 | 328 | −8,40 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18 370 | −2,41 | 5 552 | −2,36 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3 125 | −75,71 | 945 | −73,80 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2 423 | −0,04 | 732 | 0,00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1 476 | −1,53 | 446 | −1,33 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7 758 | −0,08 | 2 345 | −0,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 939 | −0,34 | 888 | −0,22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 267 | −5,54 | 685 | −5,52 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8 808 | −2,95 | 2 662 | −2,88 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2 465 | −0,80 | 745 | −0,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 324 | −0,37 | 4 330 | −0,32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 404 | −3,81 | 122 | −2,40 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 5 652 | −3,29 | 1 708 | −3,29 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13 194 | −2,76 | 3 988 | −2,73 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 750 | −1,19 | 227 | −1,31 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1 679 | −47,13 | 508 | −47,13 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 846 | −11,51 | 256 | −11,46 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18 589 | −0,40 | 5 619 | −2,84 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16 692 | −2,60 | 5 045 | −2,55 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13 742 | −15,43 | 4 154 | −15,40 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5 493 | −0,22 | 1 660 | −0,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12 280 | −19,40 | 3 712 | −19,36 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 017 | −7,90 | 610 | −7,87 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5 311 | −3,80 | 1 606 | −3,72 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 86 956 | −6,24 | 26 282 | −6,20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 646 | −0,18 | 498 | −0,20 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | −3,47 | 109 | −3,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 422 | −6,71 | 2 546 | −6,67 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1 937 | −3,73 | 585 | −2,17 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1 120 | −3,78 | 339 | −3,70 | ||||
| 2026-05-01 | 13F | American Trust | 3 884 | −1,62 | 1 174 | −1,51 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | −10,54 | 267 | −10,74 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8 041 | −1,30 | 2 430 | −1,26 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | −8,82 | 281 | −8,77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1 222 | −50,04 | 369 | −50,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | −0,74 | 201 | −0,50 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1 541 | −4,70 | 466 | −4,71 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18 634 | −2,66 | 6 141 | −0,34 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 692 | −8,34 | 209 | −8,33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8 834 | −11,33 | 2 670 | −11,27 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8 522 | −36,67 | 2 576 | −36,65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25 974 | −3,74 | 7 851 | −3,70 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5 545 | −22,72 | 1 706 | −24,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1 680 | −78,35 | 508 | −78,37 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3 691 | −54,16 | 1 116 | −54,15 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 142 837 | −3,97 | 43 174 | −3,92 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2 157 | −10,01 | 652 | −10,08 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14 297 | −33,16 | 4 321 | −33,78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 317 705 | −2,39 | 96 027 | −2,34 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26 756 | −6,57 | 8 091 | −6,52 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 258 | −91,88 | 78 | −91,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24 860 | −4,10 | 7 514 | −4,06 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3 296 | −0,63 | 1 019 | 0,10 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17 104 | −0,28 | 5 170 | −0,23 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1 794 | −0,50 | 542 | −0,37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1 977 | −9,15 | 597 | −10,09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42 528 | −16,83 | 12 854 | −16,80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8 807 | −2,93 | 2 662 | −2,92 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 668 | −6,57 | 202 | −6,94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2 558 | −5,61 | 773 | −5,50 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 18 272 | −2,33 | 5 523 | −2,28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 247 | −0,48 | 383 | −1,79 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 87 775 | −4,13 | 26 530 | −4,09 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10 286 | −12,79 | 3 109 | −12,77 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3 468 | −5,86 | 1 048 | −5,84 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7 061 | −0,11 | 2 134 | −0,05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17 396 | −2,06 | 5 857 | 1,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4 989 | −1,01 | 1 508 | −0,99 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1 655 | −5,05 | 500 | −4,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17 234 | −11,20 | 5 209 | −11,15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3 576 | −0,17 | 1 081 | −0,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 246 | −5,82 | 376 | −5,76 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 476 911 | −1,30 | 144 146 | −1,26 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5 122 | −0,39 | 1 548 | −0,32 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 2 740 | −1,08 | 828 | −4,39 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7 115 | −0,75 | 2 248 | 3,83 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 29 536 | −0,39 | 8 927 | −0,35 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2 135 | −2,06 | 645 | −1,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212 659 | −5,59 | 64 246 | 95 789,55 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 272 | −13,17 | 384 | −13,12 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 6 970 | −0,09 | 2 107 | −0,05 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 2 257 | −0,88 | 682 | −2,30 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32 604 | −5,86 | 9 855 | −12,07 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2 454 | −9,21 | 742 | −9,19 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 062 | −1,25 | 623 | −1,11 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 340 | −0,55 | 707 | −0,56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4 687 | −2,09 | 1 417 | −2,07 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46 823 | −8,23 | 14 152 | −8,18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 487 | −21,20 | 449 | −21,23 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 1 975 | −4,45 | 597 | −4,33 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1 590 | −0,31 | 481 | −0,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | −20,89 | 220 | −26,01 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | −5,57 | 262 | −5,43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 435 | −14,71 | 131 | −14,94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 7 035 | −3,76 | 2 126 | −3,71 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 254 | −18,85 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1 250 | −3,10 | 378 | −3,08 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 970 | −11,76 | 898 | −11,80 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69 015 | −0,35 | 20 860 | −0,31 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14 118 | −7,57 | 4 267 | −7,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79 726 | −2,62 | 24 097 | −2,57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1 630 | −1,45 | 493 | −1,40 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10 609 | −0,69 | 3 207 | −0,65 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 694 | −4,13 | 5 650 | −4,07 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2 939 | −50,64 | 888 | −50,61 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | −16,88 | 58 | −15,94 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2 688 | −0,19 | 812 | −0,12 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 536 | −2,24 | 1 371 | −2,21 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 29 248 | −0,04 | 8 840 | 0,01 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 671 | −0,08 | 1 114 | 0,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32 927 | −3,05 | 9 952 | −3,01 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 238 | −1,67 | 676 | −1,60 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 4 117 | −0,05 | 1 244 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1 176 | −2,33 | 355 | −2,20 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 1 474 | −33,72 | 446 | −33,68 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32 109 | −5,34 | 10 851 | 5,88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 293 | −0,95 | 1 298 | −0,92 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35 | −75,86 | 11 | −76,74 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4 413 | −16,09 | 1 334 | −16,06 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1 051 | −1,59 | 318 | −1,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47 883 | −2,39 | 14 473 | −2,35 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | −85,26 | 4 | −85,71 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 758 | −18,93 | 229 | −18,79 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 64 479 | −0,28 | 19 489 | −0,24 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 025 | −0,97 | 310 | −0,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50 527 | −0,97 | 15 272 | −0,93 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2 832 | −12,35 | 856 | −12,40 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 4 174 | −3,47 | 1 262 | −3,45 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | −50,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1 803 | −14,67 | 545 | −14,73 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4 102 | −1,30 | 1 240 | −1,27 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | −9,42 | 250 | −9,09 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1 427 | −2,73 | 431 | −2,71 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2 244 | −92,52 | 678 | −92,51 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3 881 | −16,05 | 1 173 | −15,97 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10 612 | −3,32 | 3 208 | −3,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 214 | −38,68 | 65 | −39,05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3 268 | −0,73 | 988 | −0,70 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15 423 | −0,18 | 4 662 | −0,13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18 569 | −21,53 | 5 612 | −21,50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32 815 | −10,10 | 9 918 | −10,06 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 238 | −0,28 | 979 | −0,20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 438 257 | −17,74 | 2 550 463 | −17,70 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | −0,33 | 272 | −0,37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1 997 | −66,03 | 604 | −66,03 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 165 | −45,72 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 21 547 | −4,70 | 7 285 | 1,85 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1 233 | −70,96 | 373 | −70,98 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12 293 | −31,33 | 3 716 | −31,31 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | −2,28 | 233 | −2,10 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 529 | −12,60 | 1 671 | −12,56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10 488 | −0,34 | 3 170 | −0,31 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44 441 | −7,26 | 13 432 | −7,22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14 876 | −1,79 | 4 496 | −1,75 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 4 379 | −1,57 | 1 324 | −1,64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2 811 | −5,86 | 850 | −5,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8 816 | −4,13 | 2 665 | −4,10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131 049 | −1,54 | 39 579 | −1,49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 19 197 | −1,72 | 5 802 | −1,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41 002 | −5,27 | 12 393 | −5,22 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 024 | −0,49 | 612 | −0,49 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2 272 | −5,25 | 687 | −5,25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | −14,29 | 2 | −50,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 491 | −1,60 | 148 | 0,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5 366 | −1,29 | 1 622 | −1,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 940 | −44,44 | 286 | −44,03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11 290 | −0,32 | 3 412 | −0,26 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 999 | −19,57 | 302 | −19,73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21 262 | −0,93 | 6 423 | −0,93 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 10 608 | −3,27 | 3 206 | −3,23 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7 670 | −2,42 | 2 318 | −2,36 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7 314 | −1,48 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | −82,71 | 0 | −100,00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8 878 | −1,22 | 2 683 | −1,18 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | −11,11 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 271 | −1,85 | 384 | −1,79 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | −34,76 | 267 | −34,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77 540 | −22,81 | 23 829 | −25,33 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54 229 | −4,28 | 16 391 | −4,24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 6 564 | −6,40 | 2 022 | −9,25 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 12 | −42,86 | 4 | −50,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | −3,05 | 259 | −3,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1 277 | −3,11 | 386 | −3,27 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23 702 | −1,23 | 7 164 | −1,19 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9 444 | −4,66 | 2 854 | −4,61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | −0,39 | 230 | −0,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 052 | −3,98 | 620 | −3,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 678 | −8,71 | 507 | −8,65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | −18,87 | 213 | −17,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 205 | −0,80 | 969 | −0,82 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23 495 | −3,03 | 7 101 | −2,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2 187 | −1,17 | 661 | −1,05 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34 802 | −1,25 | 10 519 | −1,21 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1 864 | −1,27 | 563 | −1,23 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75 478 | −2,24 | 22 813 | −2,19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1 180 | −1,67 | 357 | −1,66 | ||||
| 2026-04-15 | 13F | City Holding Co | 4 134 | −1,55 | 1 249 | −1,50 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29 838 | −0,60 | 9 019 | −0,55 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3 812 | −1,12 | 1 152 | −1,03 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | −12,29 | 298 | −12,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 611 | −37,85 | 487 | −37,93 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 329 | −93,67 | 1 308 | −93,58 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3 772 | −7,09 | 1 140 | −7,01 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 103 182 | −11,48 | 31 187 | −11,43 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3 590 | −3,03 | 1 091 | −2,94 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14 463 | −3,37 | 4 371 | −3,32 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40 543 | −0,24 | 12 254 | −0,19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17 662 | −41,63 | 5 338 | −41,61 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 439 | −4,31 | 1 039 | −9,89 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 776 | −0,26 | 235 | −0,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 4 062 | −0,47 | 1 228 | −0,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 542 | −1,09 | 164 | −1,21 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9 431 | −3,29 | 2 850 | −3,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1 228 | −18,89 | 395 | −13,38 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 713 | −1,72 | 518 | −1,71 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2 986 | −1,45 | 902 | −3,84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25 547 | −4,24 | 7 721 | −4,19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 762 | −21,69 | 230 | −21,50 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 441 | −2,36 | 1 040 | −2,26 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8 708 | −1,58 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3 928 | −9,53 | 1 187 | −9,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2 367 | −34,67 | 715 | −34,64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 428 | −10,46 | 129 | −10,42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28 015 | −3,95 | 8 468 | −3,90 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 193 | −76,20 | 58 | −76,33 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6 780 | −9,53 | 2 050 | −9,46 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 19 773 | −37,56 | 5 976 | −37,53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3 585 | −7,00 | 1 084 | −6,96 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1 287 | −34,70 | 389 | −34,79 | ||||
| 2026-05-11 | 13F | United Bank | 2 770 | −35,45 | 837 | −35,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 123 | −38,50 | 37 | −38,33 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2 730 | −34,50 | 825 | −34,47 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14 297 | −0,27 | 4 321 | −0,21 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3 299 | −3,26 | 997 | −3,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2 625 | −5,06 | 793 | −5,03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 974 | −0,97 | 899 | −0,88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4 792 | −12,52 | 1 448 | −12,45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23 699 | −78,40 | 23 659 | −28,61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 2 983 | −2,39 | 902 | −2,38 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 334 | −2,43 | 2 222 | −2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 949 | −22,60 | 891 | −22,59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1 707 | −1,61 | 516 | −4,81 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 684 | −9,40 | 207 | −9,65 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 12 529 | −11,21 | 3 787 | −11,19 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2 871 | −13,39 | 868 | −13,39 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 14 573 | −1,19 | 4 405 | −1,14 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 216 | −1,82 | 670 | −1,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243 275 | −2,28 | 70 450 | −6,33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 124 | −28,79 | 944 | −28,75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8 456 | −51,42 | 2 556 | −51,41 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5 084 | −2,70 | 1 537 | −2,66 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6 095 | −0,02 | 1 842 | 0,05 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2 700 | −6,80 | 816 | 16,43 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1 799 | −14,41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9 041 | −4,34 | 2 733 | −4,31 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3 283 | −0,58 | 992 | −0,50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | −94,90 | 245 | −94,91 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 726 | −29,72 | 219 | −29,81 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1 170 | −6,40 | 354 | −6,37 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 26 040 | −14,68 | 7 870 | −14,64 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | −26,74 | 124 | −26,63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 741 | −0,40 | 526 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4 535 | −6,09 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1 011 | −28,35 | 306 | −28,40 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13 396 | −0,51 | 4 049 | −0,47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6 093 | −21,71 | 1 842 | −21,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477 172 | −7,35 | 144 225 | −7,31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | −21,24 | 204 | −21,32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15 374 | −3,55 | 4 645 | −2,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | −38,59 | 45 | −38,89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1 247 | −8,51 | 377 | −8,52 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3 512 | −26,85 | 1 061 | −26,83 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7 351 | −0,26 | 2 222 | −0,22 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | −10,10 | 293 | −9,85 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | −0,44 | 274 | −0,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10 800 | −16,28 | 3 264 | −16,24 | |||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 31 032 | −2,29 | 9 379 | −2,24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 251 | −27,06 | 378 | −27,03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117 712 | −2,67 | 35 579 | −2,63 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | −79,44 | 7 | −81,25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | −12,45 | 198 | −12,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 144 | −9,85 | 346 | −9,92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87 308 | −13,07 | 26 389 | −13,03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1 767 | −25,41 | 534 | −25,31 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 130 | −1,96 | 2 760 | −1,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31 479 | −0,55 | 9 515 | −0,51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273 378 | −19,00 | 82 632 | −18,95 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2 113 | −0,70 | 638 | 0,79 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 198 | −72,91 | 60 | −73,18 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 419 | −2,70 | 1 033 | −2,64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4 479 | −3,47 | 1 354 | −3,43 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1 071 | −1,20 | 324 | −1,22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 216 | −6,09 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 268 | −0,83 | 686 | −0,72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9 883 | −0,41 | 2 987 | −0,37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9 607 | −6,55 | 2 904 | −6,51 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | −0,28 | 218 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 327 717 | −11,88 | 99 053 | −11,84 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 75 038 | −36,64 | 22 680 | −36,61 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11 304 | −3,69 | 3 417 | −3,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 837 597 | −6,64 | 253 164 | −6,59 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 17 605 | −1,39 | 5 321 | −1,34 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14 367 | −14,30 | 4 342 | −14,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 119 | −39,77 | 640 | −38,81 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 8 419 | −3,74 | 2 545 | −3,71 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39 576 | −1,81 | 11 962 | −1,77 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 827 | −5,81 | 250 | −5,66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 31 418 | −1,36 | 9 496 | −1,31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4 197 | −0,87 | 1 269 | −0,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5 072 | −1,55 | 1 533 | −1,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93 386 | −31,12 | 28 226 | −31,09 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 6 159 | −3,08 | 1 862 | −21,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 183 | −8,04 | 55 | −6,78 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58 988 | −0,60 | 17 829 | −0,56 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3 680 | −87,43 | 1 112 | −93,94 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23 679 | −0,71 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2 222 | −14,08 | 672 | −14,08 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144 537 | −2,19 | 43 686 | −2,15 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 956 | −99,67 | 289 | 0,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 673 | −5,34 | 207 | −5,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 810 | −10,69 | 245 | −10,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 293 554 | −1,38 | 88 726 | −1,33 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1 710 | −26,07 | 517 | −26,07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661 433 | −1,04 | 199 918 | −0,99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 067 | −11,59 | 625 | −11,61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 752 | −57,18 | 832 | −57,43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5 570 | −0,11 | 1 684 | −0,06 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 873 | −0,05 | 1 | 0,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1 957 | −8,81 | 656 | 1,08 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2 453 | −1,41 | 741 | −1,33 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 360 | −2,44 | 713 | −2,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74 674 | −0,93 | 22 570 | −0,88 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2 641 | −0,68 | 798 | −0,62 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 6 755 | −1,07 | 2 042 | −1,02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23 017 | −16,49 | 6 957 | −16,44 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14 554 | −13,95 | 4 215 | −17,52 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 22 683 | −0,04 | 6 856 | 0,00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 50 | −9,09 | 15 | −6,25 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7 524 | −3,30 | 2 274 | −3,23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30 810 | −0,56 | 9 312 | −0,51 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 745 | −46,09 | 225 | −46,04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1 091 | −2,85 | 372 | 3,63 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3 766 | −3,19 | 1 138 | −3,15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3 914 | −2,64 | 1 183 | −4,21 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 50 935 | −3,86 | 15 395 | −3,81 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7 618 | −1,78 | 2 303 | −1,75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5 389 | −0,07 | 1 629 | −0,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31 452 | −0,50 | 9 506 | −0,45 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1 481 | −22,62 | 448 | −22,66 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5 927 | −18,24 | 1 791 | −17,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 855 | −15,14 | 1 770 | −15,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 898 982 | −1,19 | 271 717 | −1,15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 848 | −67,25 | 256 | −67,26 | ||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2 753 | −22,21 | 832 | 0,24 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 332 | −54,86 | 403 | −54,88 |
