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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 13 920 | −43,28 | 388 | −41,98 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 20 429 | −0,50 | 569 | 1,79 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 8 157 | −43,17 | 227 | −41,79 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1 144 416 | −14,92 | 31 872 | −12,92 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 159 827 | −1,20 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 84 310 | −82,24 | 2 348 | −81,82 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 7 436 | −35,09 | 202 | −32,89 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 161 470 | −10,69 | 4 497 | −8,60 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 20 476 | −9,45 | 570 | −7,32 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 745 | −61,69 | 132 | −60,83 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 107 864 | −34,22 | 3 343 | −25,72 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 137 964 | −2,87 | 3 842 | −0,57 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 33 410 | −12,40 | 930 | −10,32 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 13 953 | −5,35 | 389 | −3,24 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 608 089 | −0,32 | 16 935 | 2,03 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 181 278 | −25,14 | 5 049 | −23,38 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 4 699 | −25,23 | 128 | −25,58 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 750 213 | −13,77 | 20 893 | −11,74 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 714 | −12,94 | 243 | −11,68 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 145 776 | −8,36 | 59 760 | −6,21 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 45 285 | −0,19 | 1 261 | 2,19 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 6 557 | −3,47 | 183 | −1,09 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 24 873 | −8,13 | 693 | −5,98 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 40 660 | −19,70 | 1 132 | 113 100,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 615 469 | −27,92 | 17 141 | 0,62 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 48 864 | −2,57 | 1 361 | −0,29 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 35 231 | −1,47 | 981 | 0,93 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 269 852 | −42,53 | 7 515 | −41,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 277 989 | −8,92 | 7 742 | −6,79 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 27 466 | −2,67 | 747 | 7,95 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 704 754 | −0,65 | 47 477 | 1,68 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 002 283 | −0,66 | 27 852 | 1,45 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 35 627 | −10,14 | 992 | −7,98 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 380 | −40,35 | 11 | −41,18 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 53 935 | −0,50 | 1 502 | 1,90 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 55 217 | −0,49 | 1 538 | 1,86 | ||||
| 2026-05-05 | 13F | PFG Advisors | 90 404 | −1,07 | 2 518 | 1,25 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 23 860 | −69,53 | 664 | 33 050,00 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 63 765 | −4,49 | 1 776 | −2,26 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 20 222 | −1,02 | 563 | 1,44 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Keenan, LLC | 10 594 | −8,44 | 295 | −6,05 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13 270 | −0,33 | 370 | 1,93 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 64 926 | −6,68 | 1 808 | −4,49 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 202 869 | −1,18 | 5 650 | 1,15 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 54 749 | −22,15 | 1 525 | −20,33 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 56 384 | −12,18 | 1 570 | −10,08 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 644 177 | −1,72 | 17 940 | 0,59 | ||||
| 2026-01-21 | 13F | Yousif Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2 329 590 | −2,15 | 64 879 | 0,15 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 6 318 | −6,08 | 176 | −4,37 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 050 385 | −12,67 | 84 953 | −10,62 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 166 818 | −30,42 | 4 669 | −28,42 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 45 919 | −4,74 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 15 713 | −10,06 | 438 | −8,00 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 418 625 | −0,19 | 11 659 | 2,16 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 20 494 | −2,22 | 571 | 0,00 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 350 606 | −0,16 | 9 764 | 2,19 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 69 096 | −8,35 | 1 924 | −6,19 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 302 089 | −45,73 | 8 452 | −45,58 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 54 180 | −0,28 | 1 595 | 4,11 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 94 596 | −5,23 | 2 635 | −3,02 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 873 054 | −4,78 | 24 315 | −2,54 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 12 902 | −1,31 | 359 | 1,13 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Brown Financial Advisory | 20 147 | −14,80 | 561 | −12,75 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 601 226 | −16,15 | 16 744 | −14,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 693 270 | −7,99 | 19 308 | −5,83 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 235 974 | −0,13 | 6 572 | 2,21 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 160 | −71,63 | 4 | −73,33 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 14 252 | −10,43 | 397 | −8,33 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 29 454 | −4,54 | 820 | −2,26 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 14 907 | −1,51 | 415 | 0,97 | ||||
| 2026-04-29 | 13F | Invested Advisors | 13 345 | −0,21 | 372 | 2,20 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 36 023 | −5,31 | 1 060 | 2,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20 649 | −44,20 | 562 | −42,34 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1 051 900 | −19,71 | 29 579 | −18,52 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 13 534 | −6,90 | 377 | −4,81 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 91 067 | −0,65 | 2 478 | 2,78 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 68 535 | −6,52 | 1 909 | −4,31 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 9 122 | −38,13 | 254 | −36,66 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 93 454 | −2,01 | 2 603 | 0,31 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 18 106 | −16,80 | 504 | −14,86 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 987 609 | −0,92 | 27 505 | 1,41 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 7 654 | −8,79 | 213 | −6,58 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 16 609 | −5,67 | 463 | −3,55 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14 167 | −0,30 | 395 | 2,07 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 15 827 | −8,49 | 441 | −6,38 | ||||
| 2026-04-21 | 13F | Maseco Llp | 80 446 | −7,10 | 2 240 | −4,92 | ||||
| 2026-05-01 | 13F | American Trust | 381 429 | −2,97 | 10 623 | −0,69 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2 183 679 | −6,04 | 60 815 | −3,83 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 52 034 | −8,21 | 1 449 | −6,03 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27 400 | −0,33 | 763 | 2,14 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 164 384 | −3,81 | 227 355 | −1,56 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 24 530 | −14,81 | 683 | −12,77 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 298 416 | −8,39 | 8 311 | −6,06 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 538 839 | −7,74 | 15 007 | −5,57 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8 405 | −65,79 | 234 | −65,23 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 74 474 | −4,64 | 2 074 | −2,35 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 3 387 | −5,18 | 94 | −3,09 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 89 751 | −4,01 | 2 500 | −1,77 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13 767 | −12,61 | 383 | −10,51 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 144 416 | −14,92 | 31 872 | −12,92 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 45 676 | −2,36 | 1 272 | 0,00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 819 334 | −58,33 | 22 818 | −57,35 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 104 700 | −13,12 | 2 916 | −11,10 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 8 892 | −50,04 | 248 | −48,97 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 13 498 | −12,80 | 376 | −10,93 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 24 965 | −1,75 | 695 | 0,58 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12 698 | −17,81 | 354 | −15,95 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 407 463 | −15,79 | 11 348 | −13,81 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 3 974 516 | −2,91 | 110 690 | −0,63 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9 777 | −24,04 | 297 | −15,14 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 24 516 | −21,54 | 667 | −18,76 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 54 995 | −2,41 | 1 532 | −0,13 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 203 090 | −7,52 | 5 656 | −5,34 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 8 873 | −2,71 | 247 | −0,40 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 64 511 | −2,46 | 1 797 | −0,17 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 124 849 | −0,28 | 3 477 | 2,08 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 33 936 | −7,84 | 945 | −5,59 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 64 940 | −0,06 | 1 809 | 2,26 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 46 743 | −1,02 | 1 302 | 1,25 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 12 956 | −5,31 | 361 | −3,23 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 70 974 | −8,05 | 1 980 | −6,52 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 471 904 | −1,38 | 13 143 | 0,94 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 873 539 | −6,43 | 26 110 | 2,79 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 232 093 | −10,16 | 6 464 | −8,05 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 229 813 | −2,83 | 6 400 | −0,54 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 125 | −73,46 | 31 | −73,04 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13 993 | −3,59 | 390 | −1,27 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1 043 467 | −0,61 | 29 061 | 1,73 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 167 354 | −1,69 | 4 661 | 0,63 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 9 186 | −4,91 | 256 | −2,67 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109 114 | −6,36 | 3 039 | −4,16 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1 818 | −49,68 | 51 | −48,98 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 170 941 | −0,47 | 4 761 | 1,86 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 10 961 | −0,95 | 305 | 1,33 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 179 561 | −0,30 | 5 001 | 2,04 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 2 704 685 | −13,94 | 75 325 | −11,91 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 175 773 | −4,88 | 4 895 | −2,65 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 210 | −57,14 | 6 | −61,54 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7 950 | −14,16 | 221 | −12,30 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2 031 747 | −0,78 | 56 584 | 1,56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 154 811 | −4,41 | 4 312 | 0,70 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 177 453 | −16,74 | 4 942 | −14,78 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 996 | −47,31 | 111 | −46,12 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 48 030 | −11,49 | 1 338 | −9,42 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 58 968 | −6,20 | 1 642 | −3,98 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 837 371 | −1,13 | 23 321 | 1,19 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 174 000 | −7,51 | 4 846 | −5,35 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 531 596 | −1,88 | 14 805 | 0,43 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 416 723 | −2,22 | 11 606 | 0,08 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 439 | −62,43 | 40 | −61,54 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 26 998 | −7,82 | 1 | |||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 55 610 | −8,65 | 1 548 | −6,52 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 80 173 | −0,73 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 17 948 | −18,76 | 500 | −16,97 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 270 853 | −2,68 | 7 543 | −0,38 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 285 | −11,49 | 8 | −12,50 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 36 919 | −0,10 | 1 028 | 2,29 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 53 989 | −2,41 | 1 504 | −0,13 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 36 597 | −2,82 | 1 019 | −0,49 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 484 | −31,16 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 12 653 | −5,46 | 352 | −3,30 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 184 682 | −4,85 | 5 143 | −2,61 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 32 415 | −1,85 | 903 | 0,45 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 174 986 | −2,57 | 4 873 | −0,29 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 424 251 | −1,91 | 11 815 | 0,40 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 26 818 | −4,47 | 747 | −2,23 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 8 541 | −14,24 | 238 | −12,22 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 254 175 | −0,73 | 7 079 | 1,61 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 67 597 | −2,16 | 1 883 | 0,16 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 6 438 | −24,88 | 179 | −23,18 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 30 430 | −0,72 | 847 | 1,56 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 37 691 | −0,96 | 1 050 | 1,35 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 490 | −20,33 | 14 | −18,75 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 111 209 | −3,24 | 3 097 | −0,96 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 20 286 | −2,10 | 565 | 0,18 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 214 822 | −36,01 | 33 055 | 67 359,18 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 9 854 | −4,76 | 274 | −2,49 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 25 367 | −30,30 | 706 | −28,69 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 22 137 | −5,39 | 651 | 2,36 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 225 480 | −0,79 | 6 280 | 1,55 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 316 903 | −48,27 | 8 826 | −47,05 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 158 058 | −0,08 | 4 402 | 2,25 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 14 216 | −0,21 | 396 | 2,07 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 769 432 | −20,39 | 21 429 | −18,52 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 251 606 | −7,04 | 7 007 | −4,86 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 15 566 | −0,66 | 434 | 1,64 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 739 590 | −1,83 | 20 598 | 0,48 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 300 970 | −36,80 | 36 236 | −35,31 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 672 | −70,05 | 19 | −70,49 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 108 542 | −0,20 | 3 023 | 2,13 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 9 014 | −10,72 | 251 | 2,03 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8 439 | −16,24 | 235 | −14,23 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 966 | −13,04 | 417 | −11,11 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 31 305 | −14,92 | 872 | −12,99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11 774 | −97,64 | 328 | −97,59 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 12 426 | −2,73 | 346 | −0,29 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 471 | −0,12 | 236 | 0,43 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 23 225 | −0,43 | 647 | 1,89 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 630 | −17,54 | 18 | −15,00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 352 270 | −5,94 | 9 811 | −3,73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5 537 | −5,61 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 18 604 | −3,88 | 518 | −1,52 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 41 591 | −2,44 | 1 158 | −0,09 |
