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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 110 728 | −0,34 | 3 934 | 2,77 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1 162 927 | −1,46 | 41 319 | 1,60 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 458 813 | −4,91 | 16 302 | −1,95 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 596 488 | −4,32 | 21 193 | −1,35 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 78 115 | −10,64 | 2 775 | −7,87 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 635 052 | −3,94 | 22 563 | −0,95 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 8 648 | −42,75 | 307 | −40,96 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 550 199 | −27,41 | 19 549 | −25,15 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 292 937 | −1,46 | 10 408 | 1,60 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 1 318 049 | −4,94 | 47 | −2,13 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 341 057 | −46,34 | 47 647 | −45,79 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 662 337 | −0,35 | 23 533 | 2,74 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7 120 | −10,16 | 246 | −10,26 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 129 994 | −3,03 | 4 484 | −3,43 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 646 208 | −44,77 | 22 960 | −43,06 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 245 608 | −0,15 | 8 726 | 2,96 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3 500 | −42,81 | 124 | −40,95 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 292 | −46,32 | 10 | −44,44 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 170 084 | −4,88 | 6 043 | −1,92 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 272 | −70,21 | 9 | −68,97 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 38 060 | −5,82 | 1 352 | −2,87 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 494 724 | −13,35 | 17 578 | −10,66 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18 320 | −7,70 | 651 | −4,83 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 702 206 | −5,15 | 24 949 | −2,21 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 76 187 | −3,85 | 2 707 | −0,88 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 165 905 | −0,33 | 5 895 | 2,75 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1 959 163 | −4,81 | 69 609 | −1,85 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 52 832 | −0,19 | 1 877 | 2,91 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 82 432 | −1,29 | 2 929 | 1,77 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 126 583 | −4,25 | 4 497 | −1,27 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 13 072 | −8,46 | 464 | −5,88 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 8 491 | −45,61 | 302 | −43,95 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 349 805 | −45,40 | 12 429 | −43,71 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 603 022 | −3,54 | 92 485 | −0,55 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5 775 | −26,06 | 205 | −23,79 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 71 733 | −11,11 | 2 549 | −8,35 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 457 745 | −1,19 | 16 264 | 1,88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 184 798 | −1,53 | 6 566 | 1,52 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 16 222 174 | −1,90 | 576 374 | 1,15 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Syverson Strege & Co | 2 029 733 | −1,79 | 72 116 | 1,26 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 44 139 | −0,70 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 384 266 | −2,66 | 13 653 | 0,36 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 22 723 | −31,48 | 807 | −29,33 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 806 005 | −3,38 | 28 637 | −0,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 548 | −4,03 | 19 | 0,00 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 76 235 | −10,97 | 2 895 | −1,86 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 19 284 | −48,70 | 685 | −47,10 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 800 249 | −5,34 | 28 433 | −2,40 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 63 884 | −0,87 | 2 270 | 2,21 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 13 074 | −13,81 | 465 | 1 684,62 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7 079 | −9,98 | 252 | −7,04 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 72 426 | −4,03 | 2 573 | −1,04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 849 | −75,78 | 66 | −75,29 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 30 860 | −3,39 | 1 063 | 1,53 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 154 270 | −1,30 | 5 481 | 1,76 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 171 092 | −0,55 | 6 079 | 2,53 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 205 211 | −2,34 | 7 291 | 0,70 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 282 074 | −10,60 | 10 022 | −7,82 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 204 535 | −1,31 | 7 267 | 1,75 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 668 782 | −0,72 | 23 762 | 2,36 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 3 227 612 | −0,11 | 114 677 | 3,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4 316 541 | −15,78 | 153 367 | −13,16 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 408 781 | −4,41 | 85 584 | −1,44 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 113 042 | −12,27 | 4 016 | −14,72 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 163 413 | −38,25 | 5 899 | −36,60 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1 080 106 | −6,65 | 38 376 | 0,72 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 11 745 | −1,53 | 417 | 1,46 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 778 819 | −11,60 | 29 661 | −5,91 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 413 268 | −1,53 | 14 683 | 1,54 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 95 095 | −0,52 | 3 379 | 2,55 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 366 909 | −11,16 | 13 036 | −8,40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10 067 | −24,01 | 358 | −21,71 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 28 725 | −5,01 | 1 021 | −2,11 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 617 | −18,82 | 22 | −19,23 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 16 346 | −3,41 | 581 | −0,51 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 949 | −9,06 | 247 | −6,46 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 4 234 459 | −2,54 | 150 450 | 5,60 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 69 012 | −2,02 | 2 452 | 0,99 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 149 774 | −2,08 | 5 321 | 0,66 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 228 651 | −3,21 | 8 124 | −0,21 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 1 054 038 | −0,98 | 37 450 | 2,09 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 377 | −44,48 | 13 | −43,48 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 16 101 | −47,79 | 572 | −46,14 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 32 269 | −0,38 | 1 147 | −1,04 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 18 486 | −4,57 | 657 | −1,65 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 19 096 | −2,77 | 678 | 0,30 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 108 458 | −4,39 | 3 854 | −1,41 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 580 784 | −2,60 | 20 635 | 0,43 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 11 799 | −7,70 | 419 | −4,77 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 872 760 | −6,93 | 31 009 | −4,04 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 2 611 359 | −8,44 | 92 782 | −5,60 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 260 049 | −1,04 | 9 240 | 2,03 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 451 223 | −0,45 | 16 032 | 2,64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 597 730 | −1,58 | 20 616 | −1,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4 129 | −4,86 | 147 | −2,01 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 59 260 | −0,34 | 2 106 | 2,78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 525 511 | −17,44 | 1 399 | −93,63 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 900 526 | −3,02 | 31 996 | −0,01 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 290 | −34,98 | 10 | −33,33 | ||||
| 2026-04-17 | 13F | Tencap Wealth Coaching, LLC | 1 461 824 | −2,74 | 51 968 | 0,29 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 3 515 056 | −0,23 | 124 890 | 2,87 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 11 133 | −2,64 | 415 | 4,53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 258 803 | −3,49 | 9 195 | −0,49 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 1 570 653 | −1,50 | 55 805 | 1,55 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 216 596 | −7,00 | 7 696 | −4,12 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 268 030 | −4,81 | 9 523 | −1,84 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 1 073 062 | −0,97 | 38 126 | 2,10 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 343 333 | −0,41 | 12 199 | 2,68 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 7 688 | −0,06 | 273 | 3,02 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4 304 | −26,38 | 153 | −24,38 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 15 587 | −9,08 | 554 | −6,75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 599 | −9,99 | 483 | −7,12 | ||||
| 2026-05-15 | 13F | Independent Financial Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 132 564 | −1,82 | 4 710 | 1,23 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 31 769 | −0,00 | 1 129 | 3,11 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11 253 | −4,03 | 400 | −1,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 711 121 | −11,59 | 25 266 | −8,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 132 053 | −10,90 | 4 692 | −8,15 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 434 521 | −0,14 | 15 439 | 2,96 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 798 853 | −0,09 | 28 383 | 3,01 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 578 787 | −1,00 | 20 564 | 2,07 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 12 310 | −10,81 | 437 | −8,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 25 464 | −70,29 | 905 | −69,39 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 2 519 087 | −0,02 | 89 503 | 3,09 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 949 884 | −1,32 | 33 749 | 1,75 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 37 923 | −0,87 | 1 347 | 2,20 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 69 310 | −0,58 | 2 463 | 2,50 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 19 526 | −17,85 | 694 | −15,38 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 26 876 | −3,38 | 955 | −0,42 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3 801 | −0,16 | 131 | 4,84 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 971 | −35,48 | 34 | −33,33 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2 187 179 | −0,03 | 77 710 | 3,08 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 308 039 | −6,96 | 10 945 | −4,08 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 30 428 | −5,04 | 1 081 | −2,08 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 618 312 | −1,09 | 21 969 | 1,98 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 342 652 | −0,00 | 12 174 | 3,10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1 247 780 | −2,99 | 44 334 | 0,02 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4 309 | −14,28 | 153 | −11,56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 5 775 | −26,06 | 205 | −23,79 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 439 135 | −2,00 | 15 604 | 1,05 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 296 324 | −0,14 | 11 213 | 9,65 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 621 030 | −10,61 | 22 065 | −7,84 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Torren Management, LLC | 86 022 | −0,11 | 3 056 | 3,00 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 64 417 | −0,22 | 2 289 | 2,88 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 14 346 | −3,94 | 510 | −0,97 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 574 022 | −0,87 | 20 395 | 2,21 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 47 666 | −0,91 | 1 694 | 2,17 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 9 016 | −0,12 | 320 | 2,89 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 58 696 | −0,47 | 2 085 | 2,61 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 17 524 | −0,47 | 623 | 2,64 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 39 470 | −0,62 | 1 402 | 2,49 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 9 120 | −4,48 | 324 | −1,52 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 1 361 259 | −2,89 | 48 366 | 0,13 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 108 130 | −4,83 | 3 726 | 0,03 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 8 457 | −2,64 | 300 | 0,33 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 186 000 | −3,44 | 6 609 | −0,44 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4 466 470 | −0,34 | 158 694 | 2,76 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 7 173 | −0,76 | 255 | 2,01 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 6 055 549 | −2,39 | 215 | 0,94 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 1 261 255 | −1,91 | 44 812 | 1,14 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 179 987 | −1,07 | 6 395 | 1,99 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 303 850 | −2,44 | 10 796 | 0,59 | ||||
| 2026-04-29 | 13F | Miramar Fiduciary Corp | 1 915 823 | −8,06 | 68 069 | −5,21 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 51 217 | −6,52 | 1 820 | −3,65 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10 073 | −3,37 | 358 | −2,46 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 790 627 | −0,08 | 28 091 | 3,02 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36 743 | −6,53 | 1 305 | −3,62 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 1 159 923 | −1,72 | 41 212 | 1,33 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 286 195 | −0,40 | 10 689 | 5,77 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1 385 033 | −0,46 | 49 210 | 2,63 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 485 928 | −3,91 | 17 265 | −0,93 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2 461 444 | −2,13 | 87 455 | 0,91 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 0 | −100,00 | 0 |
