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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4 104 | −0,58 | 598 | 1,18 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 417 | −37,77 | 203 | −37,35 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 12 894 | −19,10 | 1 880 | −17,73 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 24 | −44,19 | 3 | −50,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19 001 | −4,24 | 2 770 | −2,60 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16 141 | −25,30 | 2 353 | −24,00 | ||||
| 2026-04-20 | 13F | 25 Llc | 75 262 | −1,81 | 10 972 | −0,13 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28 496 | −9,66 | 4 154 | −8,12 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 38 177 | −2,25 | 5 566 | −0,59 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 039 | −0,13 | 1 026 | 1,58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 176 | −49,44 | 184 | −44,74 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5 444 | −1,22 | 794 | 0,51 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 87 524 | −0,44 | 12 754 | 1,27 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7 658 | −15,97 | 1 116 | −14,55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37 978 | −2,14 | 6 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 011 | −34,61 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 200 | −50,00 | 31 | −46,55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9 782 | −0,28 | 1 426 | 1,49 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11 459 | −0,03 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 221 200 | −0,25 | 32 249 | 1,46 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 17 883 | −2,20 | 2 607 | −0,50 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8 373 | −2,92 | 1 221 | −1,29 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2 752 | −19,41 | 401 | −18,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 167 852 | −0,53 | 26 897 | 11,20 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4 669 | −16,42 | 681 | −15,00 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 1 482 | −92,93 | 216 | −92,81 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2 041 | −30,13 | 298 | −28,95 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 70 413 | −1,50 | 10 265 | 0,19 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 078 | −1,70 | 303 | −0,33 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 48 491 | −2,95 | 7 070 | −1,28 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 9 595 | −16,11 | 1 399 | −14,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 218 510 | −2,22 | 31 857 | −0,55 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1 562 | −1,88 | 228 | −0,44 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 752 | −8,63 | 111 | −9,02 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8 457 | −0,12 | 1 233 | 1,57 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1 870 | −0,53 | 273 | 1,12 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 66 342 | −2,90 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1 220 | −3,71 | 175 | −3,33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 287 104 | −18,26 | 41 857 | −16,86 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3 246 | −8,43 | 473 | −6,89 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 1 445 | −4,68 | 211 | −3,23 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11 260 | −5,31 | 1 642 | −3,70 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 175 578 | −16,29 | 25 598 | −14,86 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20 490 | −0,87 | 2 987 | 0,81 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15 612 | −1,31 | 2 276 | 0,40 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 31 730 | −15,36 | 4 626 | −13,92 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1 479 | −0,27 | 216 | 1,42 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | −36,84 | 28 | −37,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13 776 | −2,33 | 2 008 | −0,64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 31 847 | −2,01 | 4 643 | −0,34 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 514 | −12,14 | 75 | −10,84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 021 | −6,35 | 440 | −4,76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 5 510 | −0,67 | 803 | 1,01 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 12 419 | −26,78 | 1 811 | −25,55 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 694 | −0,55 | 7 099 | 1,15 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 12 609 | −1,18 | 1 838 | 0,55 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 228 | −6,56 | 33 | −2,94 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 52 | −63,89 | 8 | −65,00 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | −100,00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 516 | −9,47 | 75 | −7,41 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 2 825 | −0,18 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 8 679 | −2,18 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 63 006 | −3,34 | 9 186 | −1,68 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 1 454 | −5,03 | 212 | −3,65 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 3 705 | −0,54 | 540 | 1,31 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 253 | −17,94 | 183 | −16,51 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11 926 | −18,13 | 2 | −50,00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15 338 | −2,04 | 2 236 | −0,36 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 22 811 | −8,38 | 3 326 | −6,81 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | −9,72 | 9 | −10,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 350 | −19,91 | 52 | −17,74 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2 135 | −78,97 | 311 | −78,63 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 62 813 | −0,22 | 9 158 | 1,50 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 8 310 | −11,31 | 1 212 | −9,83 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 45 606 | −3,37 | 6 750 | −0,22 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 67 810 | −10,02 | 9 886 | −8,48 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17 696 | −41,56 | 2 596 | −41,61 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24 070 | −2,42 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117 741 | −0,23 | 17 165 | 1,48 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 37 839 | −31,80 | 5 516 | −30,63 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 25 758 | −8,21 | 3 755 | −6,64 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 832 | −13,87 | 121 | −12,32 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3 584 | −42,03 | 523 | −41,08 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 457 | −56,48 | 212 | −55,74 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 67 703 | −19,07 | 9 870 | −17,68 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 16 | −33,33 | 2 | −33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 563 | −2,84 | 367 | −2,39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 5 342 | −3,50 | 779 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 92 943 | −0,34 | 13 550 | 1,37 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 14 151 | −7,44 | 2 063 | −5,84 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 344 | −88,65 | 50 | −88,48 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1 603 | −2,02 | 230 | −1,72 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 67 | −11,84 | 10 | −10,00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3 328 | −1,89 | 477 | −1,45 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 099 303 | −6,93 | 160 267 | −5,33 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1 572 | −17,09 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8 071 | −4,08 | 1 177 | −2,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 046 | −34,87 | 152 | −33,91 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 7 | −56,25 | 1 | −50,00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2 390 | −1,97 | 348 | −0,29 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 44 941 | −0,77 | 6 552 | 0,92 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1 636 | −0,24 | 239 | 1,28 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3 660 | −38,70 | 534 | −37,66 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 23 478 | −2,87 | 3 423 | −1,21 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9 909 | −2,09 | 1 444 | −0,41 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 65 399 | −3,46 | 9 535 | −1,80 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 44 | −83,27 | 6 | −80,00 | ||||
| 2026-05-15 | 13F | State Street Corp | 272 361 | −29,35 | 39 708 | −28,13 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6 925 | −40,59 | 1 010 | −39,58 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 15 723 | −1,02 | 2 292 | 0,70 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 162 | −16,49 | 24 | −14,81 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 75 | −50,00 | 11 | −52,38 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1 504 | −17,68 | 220 | −16,41 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 14 367 | −4,78 | 2 095 | −3,15 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 18 088 | −2,51 | 2 637 | −0,83 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3 877 | −0,05 | 1 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1 551 | −40,69 | 226 | −39,57 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 970 | −34,01 | 141 | −32,86 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 42 839 | −6,32 | 6 245 | −4,83 | ||||
| 2026-05-11 | 13F | Commerce Bank | 33 999 | −6,87 | 4 957 | −5,28 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4 682 | −0,53 | 671 | 0,15 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 707 | −5,86 | 103 | −3,74 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7 976 | −0,03 | 1 163 | 1,66 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 204 | −3,63 | 321 | −1,83 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 13 457 | −0,16 | 1 962 | 1,55 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6 260 | −3,17 | 913 | −1,51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4 422 | −4,84 | 645 | −3,30 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 18 577 | −0,41 | 2 708 | 1,31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 9 202 | −2,10 | 1 342 | −0,45 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2 409 | −2,94 | 351 | −1,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 501 | −12,58 | 502 | 8,44 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31 560 | −22,01 | 4 601 | −20,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12 778 | −2,75 | 1 863 | −1,12 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5 247 | −0,32 | 752 | 0,27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 313 974 | −9,58 | 45 774 | −8,03 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3 024 | −6,38 | 441 | −4,76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1 249 | −6,09 | 203 | −0,98 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12 049 | −1,44 | 1 757 | 0,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7 234 | −69,15 | 1 055 | −68,63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1 573 | −23,42 | 229 | −22,11 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 32 316 | −2,32 | 4 711 | −0,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 608 | −0,99 | 238 | 2,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 12 806 | −16,17 | 1 867 | −14,76 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 30 302 | −8,33 | 4 418 | −6,76 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 5 476 | −23,22 | 798 | −21,92 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 3 799 | −26,79 | 554 | −25,57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1 815 974 | −3,22 | 265 | −1,49 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1 467 778 | −0,12 | 213 987 | 1,60 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7 637 | −0,60 | 1 113 | 1,09 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1 872 | −16,28 | 273 | −15,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 47 496 | −9,14 | 6 924 | −7,58 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6 002 | −1,40 | 875 | 0,34 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 27 284 | −8,14 | 3 978 | −6,58 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 22 754 | −0,35 | 3 624 | 6,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18 403 | −13,63 | 2 683 | −12,15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5 386 | −2,05 | 785 | −0,63 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 437 | −0,57 | 355 | 1,14 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12 750 | −8,08 | 1 859 | −6,54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3 420 | −0,44 | 499 | 1,22 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 14 535 | −10,74 | 2 119 | −9,17 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 577 | −0,06 | 230 | 1,33 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14 179 | −0,55 | 2 067 | 1,17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3 311 | −0,45 | 483 | 1,26 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 85 655 | −0,10 | 12 488 | 1,61 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 14 990 | −49,91 | 2 149 | −49,64 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 900 | −99,30 | 131 | 2,34 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2 265 | −39,84 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 231 | −8,54 | 179 | −6,77 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17 793 | −1,62 | 2 594 | 0,04 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 80 766 | −4,47 | 11 775 | −2,83 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10 635 | −2,25 | 1 550 | −0,58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275 442 | −3,90 | 39 479 | 98 597,50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3 368 | −2,83 | 491 | −1,01 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 101 322 | −10,88 | 15 | −12,50 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3 991 | −4,09 | 582 | −2,52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 7 340 | −1,58 | 1 070 | 0,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 71 845 | −8,48 | 10 474 | −6,91 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 9 914 | −10,79 | 1 445 | −9,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4 989 | −35,33 | 727 | −34,21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 47 879 | −2,65 | 6 980 | −0,98 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 555 | −54,91 | 81 | −54,55 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9 039 | −4,81 | 1 296 | −4,29 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3 636 | −3,83 | 514 | −5,34 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 61 141 | −3,30 | 8 914 | −1,64 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 7 155 | −19,48 | 1 043 | −18,07 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 181 224 | −39,11 | 26 421 | −38,06 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3 583 | −15,81 | 522 | −14,43 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 83 522 | −1,39 | 12 177 | 0,30 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 44 160 | −7,23 | 6 438 | −5,63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33 841 | −1,23 | 4 934 | 0,45 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2 183 | −5,21 | 318 | −3,64 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 105 728 | −0,87 | 15 414 | 0,83 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 63 | −44,25 | 9 | −43,75 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 17 853 | −12,17 | 2 603 | −10,68 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 109 193 | −40,62 | 15 919 | −39,60 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 6 558 | −5,44 | 956 | −3,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 50 128 | −31,15 | 7 308 | −29,97 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 673 | −0,94 | 535 | 0,75 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 68 039 | −1,95 | 9 919 | −0,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 208 276 | −6,22 | 30 365 | −4,61 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3 520 | −3,80 | 513 | −5,52 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3 301 | −99,98 | 481 | −97,76 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26 011 | −13,83 | 3 792 | −12,34 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 503 | −0,79 | 365 | 0,83 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3 088 | −6,79 | 450 | −5,06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 7 936 | −0,19 | 1 157 | 1,49 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3 440 | −12,65 | 502 | −11,17 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 13 970 | −6,14 | 2 037 | −4,55 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 56 981 | −2,40 | 8 307 | −0,73 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3 687 | −2,72 | 538 | −1,10 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5 055 | −0,14 | 737 | 1,52 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 13 143 | −18,58 | 1 916 | −17,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4 528 | −5,31 | 660 | −3,65 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 287 330 | −7,95 | 41 895 | −6,37 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 8 818 | −1,91 | 1 286 | −0,23 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 74 611 | −13,80 | 10 878 | −12,32 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28 653 | −2,13 | 4 177 | −0,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1 084 | −64,45 | 158 | −63,84 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 72 | −2,70 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 58 557 | −82,69 | 8 537 | −82,39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 274 375 | −4,62 | 39 975 | −3,04 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10 519 | −16,37 | 1 534 | −14,93 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 26 669 | −42,08 | 3 888 | −41,08 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3 251 | −6,45 | 474 | −5,02 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 979 | −11,68 | 434 | −10,14 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1 657 | −9,55 | 242 | −8,02 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 5 247 | −1,58 | 765 | 0,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8 734 | −3,79 | 1 273 | −2,15 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 1 656 | −7,59 | 241 | −5,86 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2 537 | −34,55 | 370 | −33,51 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14 285 | −5,23 | 2 083 | −3,61 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 3 024 | −7,38 | 441 | −7,56 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 4 125 | −7,57 | 601 | −5,95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 1 905 214 | −1,68 | 277 761 | 0,01 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 3 733 | −32,32 | 544 | −31,14 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 21 451 | −0,37 | 3 127 | 1,33 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206 351 | −2,35 | 30 084 | −0,68 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11 575 | −0,51 | 1 650 | 5,57 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 28 285 | −0,91 | 4 124 | 0,78 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 223 | −2,62 | 33 | 0,00 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3 063 | −0,81 | 447 | 0,90 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8 440 | −4,83 | 1 230 | −3,23 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 180 872 | −3,19 | 27 767 | 1,20 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 10 192 | −9,37 | 1 486 | −7,82 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4 739 | −1,13 | 691 | 0,58 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 179 696 | −0,49 | 26 198 | 1,22 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 116 383 | −44,36 | 16 967 | −43,41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 32 747 | −8,54 | 4 774 | −6,96 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1 588 | −7,84 | 232 | −6,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 253 524 | −23,26 | 36 961 | −21,94 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 933 | −1,81 | 719 | −0,14 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9 907 | −4,88 | 1 444 | −3,22 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 174 | −8,42 | 25 | −7,41 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 82 905 | −0,97 | 12 087 | 0,73 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 475 989 | −5,21 | 69 394 | −3,58 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 18 633 | −0,24 | 2 717 | 1,46 |
