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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 87 183 | −3,33 | 8 081 | 4,96 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 550 | −15,51 | 51 | −9,09 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 2 651 | −0,90 | 246 | 7,46 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 2 733 | −34,29 | 253 | −28,73 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10 416 | −15,03 | 965 | −7,74 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 15 346 | −12,81 | 1 422 | −5,33 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 28 699 | −50,69 | 2 660 | −46,47 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4 102 | −20,23 | 380 | −13,24 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 4 070 | −6,59 | 377 | 1,62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 16 431 | −13,43 | 1 523 | −6,05 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 943 | −58,33 | 87 | −54,92 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 31 591 | −32,04 | 2 928 | −26,21 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 786 | −4,96 | 444 | 3,26 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 50 466 | −45,08 | 4 678 | −40,37 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 43 969 | −18,34 | 4 075 | −11,34 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Choate Investment Advisors | 27 598 | −9,58 | 2 558 | −1,80 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 10 896 | −16,60 | 1 010 | −9,51 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 18 331 | −2,24 | 1 699 | 6,19 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22 845 | −48,57 | 2 118 | −44,16 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 552 | −4,83 | 51 | 4,08 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7 350 | −18,33 | 681 | −17,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 546 469 | −1,94 | 50 652 | 6,47 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 279 724 | −12,43 | 25 911 | −19,35 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4 146 | −58,73 | 384 | −55,19 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 31 291 | −8,00 | 2 900 | −0,10 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32 170 | −8,13 | 3 034 | 1,47 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 9 293 | −2,64 | 861 | 5,77 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 203 477 | −28,97 | 18 746 | −26,13 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 85 838 | −1,10 | 7 956 | 7,38 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 217 800 | −1,04 | 20 188 | 7,44 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 328 706 | −9,88 | 30 468 | −2,15 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142 920 | −8,15 | 12 201 | 2,57 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4 679 | −8,27 | 434 | 11,31 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 293 852 | −11,23 | 27 237 | −3,62 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 108 723 | −5,16 | 10 078 | 2,97 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 10 227 | −47,55 | 1 896 | 13,88 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 3 943 | −0,13 | 365 | 8,31 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2 689 | −57,07 | 249 | −53,37 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 49 997 | −5,47 | 4 634 | 2,64 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Marex Group plc | 44 996 | −8,15 | 4 171 | −0,29 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 17 073 | −1,00 | 1 582 | 7,47 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 827 | −0,36 | 77 | 8,57 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 922 738 | −0,94 | 85 529 | 108 163,29 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 469 354 | −8,51 | 43 504 | −0,66 | ||||
| 2026-04-29 | 13F | Invested Advisors | 2 309 | −2,61 | 214 | 5,94 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8 046 | −9,96 | 1 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 582 | −41,39 | 54 | −36,90 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15 734 | −45,68 | 1 458 | −41,02 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8 807 008 | −16,62 | 816 322 | −9,47 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 9 496 | −5,42 | 880 | 2,68 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 4 654 | −31,83 | 431 | −25,95 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 46 756 | −28,73 | 4 333 | −22,62 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 92 824 | −8,18 | 8 604 | −0,31 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 427 080 | −11,08 | 132 276 | −3,45 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 26 519 | −3,35 | 2 458 | 4,95 | ||||
| 2026-02-12 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 144 525 | −59,96 | 13 396 | −43,35 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 5 433 | −0,31 | 504 | 8,17 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 413 927 | −7,48 | 38 367 | 0,45 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 11 513 | −28,01 | 1 067 | −21,83 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 24 616 | −26,48 | 2 282 | −32,25 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 79 414 | −21,35 | 7 361 | −14,61 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 174 416 | −8,66 | 16 | 0,00 | ||||
| 2026-05-14 | 13F | Bank of Marin | 9 657 | −20,06 | 895 | −13,19 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 7 058 | −31,30 | 654 | −25,43 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 31 543 | −8,71 | 2 924 | −0,88 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 6 478 | −18,47 | 600 | −11,50 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2 319 | −11,52 | 215 | −4,04 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72 210 | −1,33 | 6 165 | 10,19 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2 360 | −21,07 | 219 | −14,51 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2 366 | −35,85 | 219 | −40,65 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 127 109 | −12,08 | 11 782 | −4,55 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 44 724 | −9,03 | 4 145 | −1,24 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 46 547 | −16,37 | 4 314 | −9,20 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | −18,66 | 30 | −9,09 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 77 825 | −17,65 | 7 214 | −7,77 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 97 302 | −18,49 | 9 019 | −11,51 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 23 625 | −57,69 | 2 190 | −54,08 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 51 344 | −13,25 | 4 759 | −5,80 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 55 933 | −59,79 | 5 184 | −56,35 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 90 390 | −46,93 | 8 378 | −42,38 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 965 713 | −2,08 | 89 452 | 6,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 682 057 | −26,23 | 63 220 | −19,91 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 1 256 | −44,08 | 116 | −39,27 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4 913 | −50,90 | 455 | −46,72 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 15 658 | −7,73 | 1 451 | 0,21 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 9 714 | −70,27 | 900 | −67,73 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 033 | −2,04 | 467 | 6,39 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6 187 | −11,26 | 573 | −3,70 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1 227 | −24,40 | 114 | −18,12 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 165 617 | −4,75 | 15 350 | 3,41 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 2 768 | −5,75 | 257 | 2,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 423 360 | −6,96 | 39 241 | 1,02 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 38 330 | −15,26 | 3 553 | −8,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 17 799 | −25,94 | 1 650 | −19,60 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 11 822 | −7,78 | 1 096 | 0,09 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 584 | −46,03 | 54 | −41,30 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 469 | −82,84 | 43 | −81,55 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 147 085 | −7,72 | 106 323 | 0,20 | ||||
| 2026-05-06 | 13F/A | McAlvany Wealth Management LLC | 159 084 | −1,50 | 14 209 | 3,06 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 80 058 | −1,47 | 7 421 | 6,98 | ||||
| 2026-05-05 | 13F | PFG Advisors | 102 322 | −0,76 | 9 484 | 7,75 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 41 316 | −2,20 | 3 830 | 6,18 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 6 904 | −65,22 | 640 | −67,82 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 222 | −31,48 | 21 | −25,93 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 173 | −79,01 | 202 | −77,24 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 5 460 | −89,16 | 506 | −84,67 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 61 096 | −14,93 | 5 663 | −7,63 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 46 283 | −28,30 | 4 445 | −27,92 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2 662 | −29,50 | 247 | −23,60 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 3 587 | −20,04 | 332 | −17,00 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 34 401 | −21,73 | 3 189 | −15,03 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 16 288 | −1,89 | 1 510 | 6,49 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 6 594 | −5,72 | 611 | 2,35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 24 513 | −10,66 | 2 272 | −2,99 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25 883 | −6,96 | 2 399 | 1,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4 946 | −58,12 | 458 | −54,56 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 12 947 | −0,14 | 1 200 | 8,50 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 84 808 | −1,57 | 7 861 | 6,87 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 254 653 | −8,14 | 23 604 | −0,27 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 5 527 | −1,23 | 512 | 7,34 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 99 139 | −0,71 | 9 189 | 7,80 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 3 110 | −1,14 | 294 | 9,33 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 40 735 | −2,75 | 3 776 | 5,59 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 2 655 | −7,65 | 246 | 0,41 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 748 | −0,62 | 625 | 7,94 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 538 | −19,24 | 328 | −12,57 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Range Financial Group LLC | 2 327 | −56,46 | 216 | −52,85 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 7 497 | −6,02 | 695 | 2,06 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 720 200 | −0,06 | 61 483 | 11,61 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7 261 | −4,54 | 673 | 3,70 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5 619 | −6,01 | 521 | 1,96 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 39 757 | −65,69 | 3 683 | −62,79 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12 204 | −6,58 | 1 131 | 1,43 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 139 | −7,33 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 24 735 | −0,72 | 2 293 | 7,81 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 059 | −2,54 | 562 | 5,85 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 8 | −20,00 | 1 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 165 427 | −17,61 | 15 333 | −10,55 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 15 975 | −0,54 | 1 481 | 7,95 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 671 812 | −12,90 | 618 410 | −5,43 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 10 539 | −44,72 | 976 | −50,58 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Palladiem, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Prudential Financial Inc | 1 679 954 | −36,31 | 155 715 | −31,28 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 48 100 | −9,93 | 4 458 | −2,19 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3 269 | −66,31 | 303 | −63,41 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 54 665 | −9,07 | 5 067 | −1,29 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 16 824 | −52,43 | 1 559 | −48,36 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 56 736 | −9,56 | 4 844 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 368 080 | −11,72 | 34 | −2,86 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13 381 | −5,41 | 1 240 | 2,73 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 36 505 | −59,69 | 3 384 | −56,24 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 18 268 | −12,07 | 1 693 | −11,04 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 670 | −87,25 | 247 | −86,18 | ||||
| 2026-04-06 | 13F | CX Institutional | 11 012 | −26,57 | 1 | 0,00 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 17 121 | −14,10 | 1 587 | −6,76 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 156 013 | −1,92 | 14 461 | 6,49 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 27 887 | −33,28 | 2 585 | −27,58 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 397 630 | −0,38 | 129 547 | 8,16 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16 926 | −27,33 | 1 569 | −21,13 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 510 875 | −0,40 | 47 353 | 8,14 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2 686 | −79,36 | 251 | −77,45 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 66 839 | −2,31 | 6 195 | 6,08 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 665 | −98,14 | 62 | −98,00 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 13 169 | −1,59 | 1 221 | 6,83 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Nepc Llc | 516 438 | −18,67 | 47 869 | −11,69 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 2 773 | −27,24 | 257 | −20,92 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | −94,66 | 10 | −94,19 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 235 | −9,39 | 114 | −1,72 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 75 | −50,00 | 7 | −50,00 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 18 390 | −5,46 | 1 705 | 2,65 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 187 866 | −11,12 | 17 413 | −3,50 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4 959 | −4,73 | 460 | 3,38 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 16 772 | −27,92 | 1 555 | −21,75 | ||||
| 2026-05-12 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2 430 | −31,06 | 225 | −25,00 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 156 173 | −19,08 | 14 476 | −12,14 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 77 062 | −19,38 | 7 143 | −12,48 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 4 860 | −68,47 | 450 | −65,78 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 551 | −46,81 | 51 | −42,05 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 164 385 | −4,33 | 15 237 | 10,17 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 115 047 | −0,42 | 10 664 | 8,11 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 5 899 | −0,84 | 547 | 7,69 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 46 358 | −1,64 | 4 297 | 6,79 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6 449 | −41,39 | 598 | −36,42 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 154 324 | −1,17 | 14 304 | 7,30 | ||||
| 2026-04-08 | 13F | KWB Wealth | 125 159 | −1,63 | 10 685 | −1,63 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 642 531 | −50,57 | 54 859 | −44,80 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 625 603 | −5,38 | 57 987 | 2,74 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18 641 | −8,11 | 1 728 | −0,23 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 9 148 | −13,32 | 848 | −5,89 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 14 766 | −70,33 | 1 369 | −67,80 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 22 412 | −49,18 | 2 077 | −44,83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2 379 | −48,02 | 221 | −43,59 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 58 151 | −38,82 | 5 488 | −32,36 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 2 374 | −6,76 | 220 | 1,38 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 31 816 | −1,74 | 2 949 | 6,66 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 5 888 | −1,82 | 546 | 6,65 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 19 211 | −53,05 | 1 781 | −49,04 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 14 458 | −13,81 | 1 340 | −6,42 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 104 981 | −4,65 | 9 574 | 1,97 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2 709 | −45,33 | 251 | −40,66 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11 464 | −18,68 | 979 | −9,19 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 32 655 | −16,85 | 3 027 | −9,73 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 18 955 | −9,67 | 1 757 | −1,95 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2 453 | −15,27 | 221 | −11,29 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91 208 | −2,30 | 8 454 | 6,09 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 20 080 | −33,69 | 1 835 | −33,53 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 97 292 | −4,64 | 9 018 | 3,54 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 197 153 | −25,36 | 18 274 | −18,96 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2 650 | −55,16 | 246 | −51,39 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2 521 | −1,98 | 233 | 3,10 | ||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 6 613 | −60,63 | 1 | −100,00 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 65 860 | −14,08 | 6 105 | −6,72 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 788 797 | −20,63 | 73 113 | −13,82 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 200 | −72,79 | 19 | −70,97 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 9 553 | −0,21 | 853 | 4,41 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 33 588 | −22,58 | 3 113 | −15,93 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 31 621 | −84,88 | 2 931 | −83,59 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22 488 | −57,77 | 2 084 | −54,16 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3 601 | −47,80 | 334 | −43,37 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1 486 595 | −43,31 | 137 792 | −38,76 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 88 | −55,78 | 8 | −50,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 753 | −5,60 | 441 | 2,56 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 53 129 | −6,78 | 4 925 | 1,21 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 3 741 | −51,90 | 347 | −47,81 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25 903 | −31,50 | 2 401 | −25,65 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 73 263 | −5,68 | 6 791 | 2,41 | ||||
| 2026-05-21 | 13F | Access Investment Management LLC | 4 120 | −10,43 | 382 | 8,55 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 749 413 | −10,85 | 69 463 | −3,20 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 960 174 | −10,79 | 88 999 | −3,14 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2 288 | −42,09 | 212 | −37,09 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 81 780 | −8,07 | 7 580 | −0,18 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 18 434 | −5,92 | 1 709 | 2,15 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 130 958 | −22,46 | 101 017 | −18,87 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 97 794 | −0,30 | 9 065 | 8,25 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 24 209 | −6,00 | 2 244 | 2,05 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 59 341 | −0,09 | 5 500 | 8,48 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 173 | −39,12 | 665 | −33,93 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 129 822 | −1,31 | 12 033 | 7,15 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3 072 074 | −9,97 | 284 751 | −2,25 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 121 250 | −3,24 | 11 239 | 5,06 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 3 121 | −0,22 | 289 | 8,24 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 87 822 | −3,72 | 8 140 | 4,55 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 38 898 | −0,13 | 3 605 | 8,42 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 26 883 | −16,42 | 2 492 | −9,25 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 130 | −77,09 | 476 | −75,14 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 3 626 | −20,53 | 336 | −13,62 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 9 576 | −2,48 | 888 | 5,85 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 21 904 | −2,29 | 2 030 | 6,12 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 21 | −94,57 | 2 | −96,97 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1 259 342 | −42,55 | 116 728 | −37,62 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 469 | −97,96 | 43 | −97,81 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 082 | −0,74 | 286 | 7,55 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 146 305 | −9,90 | 13 561 | −2,18 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 2 825 | −0,53 | 268 | 10,74 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57 661 | −21,17 | 5 345 | −14,41 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 21 740 | −15,69 | 2 015 | −8,45 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 21 124 | −2,20 | 1 958 | 6,19 | ||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 72 439 | −16,22 | 6 714 | −9,04 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 170 467 | −7,02 | 15 801 | 0,95 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 39 977 | −39,23 | 3 705 | −34,02 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6 174 | −31,63 | 572 | −25,71 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 13 719 | −2,85 | 1 272 | 5,48 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 590 521 | −6,19 | 147 424 | 1,86 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 8 100 | −12,26 | 751 | −4,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 855 | −65,88 | 357 | −62,97 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 12 367 | −8,79 | 1 146 | −0,95 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 27 909 | −2,43 | 2 587 | 5,94 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 7 591 | −6,97 | 704 | 1,01 | ||||
| 2026-05-01 | 13F | American Trust | 49 461 | −5,40 | 4 585 | 2,71 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 2 725 | −18,12 | 253 | −11,27 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6 556 | −34,73 | 608 | −29,17 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3 530 | −38,51 | 327 | −33,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 15 814 | −1,54 | 1 466 | 6,86 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 19 716 | −9,97 | 1 827 | −2,25 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 477 239 | −39,57 | 44 235 | −34,39 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 52 011 | −0,04 | 4 660 | −14,01 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 347 591 | −0,25 | 32 217 | 8,29 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 13 258 | −0,67 | 1 229 | 7,81 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 658 621 | −35,62 | 61 048 | −30,10 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 12 787 | −18,28 | 1 185 | −11,24 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 2 162 | −10,92 | 200 | −3,38 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3 116 | −2,87 | 289 | 5,49 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 7 416 | −18,07 | 687 | −11,01 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2 195 | −13,41 | 203 | −6,02 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8 108 | −27,16 | 752 | −20,95 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 394 862 | −6,64 | 36 600 | 1,36 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 7 523 | −51,59 | 672 | −49,70 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3 461 | −6,13 | 321 | 1,91 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3 011 | −49,16 | 279 | −44,75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 104 390 | −21,12 | 9 676 | −14,36 | ||||
| 2026-05-13 | 13F | Medici Capital Llc | 22 700 | −88,87 | 2 104 | −87,92 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4 495 | −47,25 | 417 | −42,78 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2 039 | −24,12 | 189 | −17,90 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 34 644 | −5,87 | 3 211 | 2,20 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 35 729 | −0,21 | 3 312 | 8,34 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 45 493 | −71,13 | 4 217 | −68,66 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7 258 | −6,94 | 675 | −1,60 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 4 664 | −9,24 | 432 | −1,37 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2 645 | −5,37 | 245 | 2,94 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | New Perspectives, Inc | 159 510 | −0,00 | 14 785 | 8,57 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 8 856 | −45,59 | 821 | −40,96 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 55 862 | −11,50 | 5 178 | −3,92 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 19 315 | −14,82 | 1 790 | −7,49 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 109 299 | −4,44 | 9 331 | 6,71 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3 110 | −45,66 | 288 | −40,98 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 11 376 | −13,90 | 1 054 | −6,48 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 36 791 | −0,91 | 3 410 | 7,60 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2 627 | −10,71 | 243 | |||||
| 2026-04-28 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 41 308 | −31,99 | 3 829 | −26,17 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 8 614 | −66,57 | 798 | −63,71 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 249 390 | −24,58 | 23 116 | −18,11 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 23 168 | −0,78 | 2 147 | 4,38 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 22 339 | −1,25 | 2 071 | 7,20 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 40 997 | −86,86 | 3 800 | −66,04 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 43 737 | −74,55 | 4 054 | −72,38 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 222 303 | −2,57 | 20 532 | 5,41 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 600 | −39,09 | 56 | −34,52 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2 129 | −6,91 | 197 | 1,03 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 6 652 | −3,06 | 617 | 5,30 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 383 975 | −0,54 | 35 591 | 7,99 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 163 657 | −5,25 | 15 169 | 2,88 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 442 711 | −16,98 | 41 035 | −9,86 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 35 457 | −10,70 | 3 287 | −3,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 2 572 | −66,13 | 238 | −63,27 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 56 520 | −64,83 | 5 428 | −60,43 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 70 940 | −12,13 | 6 575 | −4,60 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 2 428 | −24,15 | 225 | −17,58 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 65 000 | −2,04 | 6 025 | 6,36 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3 445 | −26,67 | 319 | −20,45 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 143 754 | −0,96 | 13 | 8,33 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 221 713 | −3,59 | 20 550 | 4,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 369 338 | −33,78 | 34 234 | −28,10 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 8 037 | −44,79 | 1 | −100,00 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6 018 | −1,67 | 558 | 6,70 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 83 382 | −7,77 | 7 729 | 0,14 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 14 533 | −4,68 | 1 347 | 3,54 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 11 992 | −21,85 | 1 112 | −21,26 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2 010 | −57,10 | 186 | −53,38 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 779 777 | −1,33 | 72 278 | 7,13 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 17 130 | −26,03 | 1 588 | −29,53 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 13 015 | −1,07 | 1 206 | 7,39 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 31 558 | −65,50 | 2 925 | −62,54 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 664 | −67,14 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 7 833 | −13,27 | 726 | −5,71 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 6 973 | −51,82 | 646 | −55,39 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5 795 | −91,86 | 537 | −36,75 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3 494 | −37,16 | 327 | −39,56 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 13 626 | −42,33 | 1 263 | −37,40 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 115 888 | −4,21 | 10 742 | 4,00 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 25 156 | −8,85 | 2 332 | −1,02 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 119 983 | −9,51 | 11 121 | −1,75 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9 251 | −11,53 | 857 | −3,92 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 713 587 | −5,46 | 252 418 | 2,98 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 622 | −39,02 | 58 | −34,48 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 583 756 | −36,64 | 54 108 | −40,11 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3 085 | −4,28 | 286 | 3,64 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 8 215 | −2,78 | 761 | 5,55 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 28 055 | −13,70 | 2 600 | −6,31 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 3 435 | −55,16 | 318 | −51,38 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 13 394 | −4,03 | 1 143 | 7,22 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10 904 | −2,68 | 1 011 | 5,65 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 121 218 | −48,42 | 11 236 | −44,00 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 8 547 | −22,53 | 792 | −15,83 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 130 354 | −52,20 | 12 055 | −50,31 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 32 901 | −5,52 | 3 050 | 2,59 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 332 974 | −12,56 | 30 863 | −5,06 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6 779 | −5,27 | 628 | 2,95 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 529 278 | −10,74 | 49 059 | −3,08 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 218 510 | −1,68 | 20 308 | 6,30 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1 282 254 | −4,88 | 118 852 | 3,28 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 4 344 | −46,57 | 403 | −42,07 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 524 | −1,98 | 225 | 2,74 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 74 793 | −0,29 | 6 933 | 8,26 | ||||
| 2026-05-13 | 13F | Summitas Investment Management LLC | 219 654 | −13,91 | 20 360 | −6,53 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 48 500 | −3,00 | 4 495 | 5,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 25 210 | −2,95 | 2 337 | 5,37 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2 950 | −72,11 | 273 | −69,73 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 68 436 | −0,23 | 6 343 | 8,33 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13 832 | −12,74 | 1 282 | −5,25 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 34 537 | −5,70 | 3 201 | 2,40 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 63 200 | −14,84 | 5 858 | −7,53 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 47 669 | −5,64 | 4 578 | 6,17 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 13 967 | −0,26 | 1 295 | 8,28 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 328 360 | −1,45 | 308 506 | 7,00 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 64 131 | −5,54 | 5 944 | 2,57 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 175 389 | −5,10 | 16 257 | 1,67 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 71 086 | −3,31 | 6 589 | 4,97 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 33 146 | −18,89 | 3 072 | −11,93 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 3 130 | −67,50 | 290 | −64,72 | ||||
| 2026-05-13 | 13F | Tokio Marine Asset Management Co Ltd | 7 900 | −8,14 | 732 | −0,27 | ||||
| 2026-05-07 | 13F | First National Trust Co | 4 379 | −20,41 | 406 | −13,65 |
