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 | SFE Investment Counsel | 4 784 | −4,64 | 599 | −9,94 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 26 206 | −35,58 | 3 279 | −39,11 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 42 477 | −38,99 | 5 315 | −42,33 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-01-29 | 13F | Comerica Bank | 79 611 | −11,44 | 10 538 | −10,02 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5 555 | −3,22 | 695 | −8,43 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 861 | −1,65 | 358 | −7,01 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 206 054 | −3,45 | 25 784 | −8,73 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 93 223 | −30,98 | 11 665 | −34,76 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10 228 | −0,39 | 1 280 | −5,89 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 3 091 | −20,87 | 387 | −25,34 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 038 | −46,47 | 505 | −49,40 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 137 671 | −1,95 | 17 227 | −7,31 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 60 000 | −3,47 | 7 508 | −8,75 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6 506 | −1,05 | 814 | −6,44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 136 923 | −6,95 | 17 133 | −12,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 343 984 | −0,11 | 43 043 | −5,58 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8 402 | −0,15 | 1 051 | −5,57 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 48 697 | −6,59 | 6 094 | −11,70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 75 316 | −2,90 | 9 424 | −8,21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4 608 | −1,43 | 577 | −6,80 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5 769 076 | −3,94 | 722 | −9,19 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 396 | −4,35 | 50 | −9,26 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 15 921 | −1,49 | 1 992 | −6,87 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 20 957 | −4,81 | 2 622 | −10,02 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 17 817 | −6,61 | 2 229 | −11,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 273 151 | −45,41 | 34 491 | −48,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17 339 | −14,44 | 2 170 | −19,13 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8 666 | −18,90 | 1 084 | −23,34 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 178 | −39,46 | 22 | −42,11 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35 362 | −1,56 | 4 425 | −6,96 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 24 038 | −5,42 | 3 008 | −10,61 | ||||
| 2026-05-01 | 13F | American Trust | 9 302 | −3,26 | 1 164 | −8,57 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 10 948 | −6,75 | 1 370 | −11,90 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 208 185 | −4,48 | 26 050 | −9,71 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 106 852 | −1,37 | 13 370 | −6,76 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 47 690 | −15,74 | 5 967 | −20,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8 913 | −0,55 | 1 180 | 1,03 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 71 989 | −0,46 | 9 008 | −5,89 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 3 629 | −5,96 | 454 | −10,98 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 152 | −11,63 | 19 | −13,64 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10 761 | −5,98 | 1 467 | −3,23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 116 135 | −5,63 | 14 532 | −10,80 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 55 683 | −2,03 | 6 968 | −7,39 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Sierra Capital LLC | 18 016 | −0,04 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3 438 | −31,79 | 430 | −35,53 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 182 163 | −1,53 | 22 794 | −6,91 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1 154 700 | −0,50 | 144 488 | −5,94 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 5 298 | −0,73 | 663 | −6,23 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 6 495 | −2,51 | 860 | −0,92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 147 334 | −11,52 | 19 503 | −19,40 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 7 537 | −19,44 | 950 | −23,26 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 463 | −21,66 | 58 | −26,92 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 11 902 | −9,72 | 1 489 | −14,67 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 923 | −0,37 | 366 | −5,93 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 131 175 | −3,13 | 16 414 | −8,42 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 573 441 | −0,08 | 697 405 | −5,55 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 15 625 | −2,44 | 1 955 | −7,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 138 126 | −1,46 | 17 284 | −6,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 434 589 | −6,83 | 57 527 | 95 776,67 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 250 | −79,51 | 31 | −80,75 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 214 951 | −3,62 | 26 897 | −8,89 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27 591 | −8,58 | 3 452 | −13,59 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10 766 | −1,11 | 1 423 | 0,35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2 995 | −7,30 | 375 | −13,23 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 645 766 | −1,02 | 81 | −6,98 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13 401 | −1,82 | 1 677 | −6,32 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 429 022 | −1,32 | 53 684 | −6,71 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 523 | −19,91 | 65 | −24,42 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 14 365 | −10,77 | 1 797 | −15,63 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 5 099 | −0,31 | 638 | −5,76 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 442 595 | −3,61 | 55 382 | −8,92 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3 599 | −4,61 | 450 | −9,82 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 185 931 | −0,33 | 23 265 | −5,78 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 788 473 | −2,77 | 98 662 | −8,09 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10 742 | −0,94 | 1 344 | −6,34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 50 688 | −0,30 | 6 343 | −5,75 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 52 883 | −2,09 | 6 617 | −7,44 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | First Foundation Advisors | 459 085 | −1,77 | 57 445 | −7,14 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3 141 | −4,99 | 393 | −10,07 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 61 275 | −23,29 | 7 667 | −27,49 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3 768 | −2,00 | 472 | −7,28 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 19 680 | −3,28 | 2 463 | −8,58 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 7 272 | −2,64 | 910 | −8,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2 677 | −4,97 | 335 | −10,22 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10 795 | −12,20 | 1 351 | −17,03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2 249 | −27,36 | 281 | −31,30 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4 777 | −0,25 | 598 | −5,69 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 177 | −13,24 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 786 | −84,65 | 349 | −85,51 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 2 232 | −23,35 | 312 | −18,96 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2 600 | −9,12 | 325 | −14,02 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1 787 | −17,42 | 224 | −22,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 64 | −4,48 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 365 | −9,88 | 46 | −15,09 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3 251 | −40,82 | 444 | −39,73 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 831 | −4,39 | 344 | −12,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4 486 | −4,37 | 561 | −9,52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 38 688 | −25,96 | 4 841 | −30,02 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 49 307 | −0,15 | 6 171 | −5,61 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 21 252 | −26,82 | 2 659 | −30,83 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 157 | −63,06 | 20 | −66,07 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10 375 | −4,31 | 1 298 | −9,55 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 45 768 | −0,74 | 5 727 | −6,18 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 81 641 | −14,45 | 10 216 | −19,13 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 17 950 | −1,86 | 2 246 | −7,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 219 388 | −10,74 | 27 473 | −15,62 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9 246 | −10,57 | 1 166 | −14,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41 616 | −41,43 | 5 207 | −44,64 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 327 | −4,66 | 41 | −11,11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6 338 | −4,03 | 793 | −9,27 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 6 074 | −27,15 | 760 | −31,10 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3 721 | −9,31 | 466 | −14,36 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 827 | −3,59 | 229 | −8,80 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 376 239 | −0,72 | 47 079 | −6,15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2 473 | −25,82 | 310 | −29,93 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 12 916 | −5,04 | 1 616 | −10,22 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 839 | −13,94 | 480 | −18,64 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4 273 | −3,17 | 535 | −8,56 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 3 825 | −0,68 | 479 | −6,09 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 7 777 | −3,95 | 973 | −9,15 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 30 941 | −3,36 | 3 872 | −8,64 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 12 380 | −1,59 | 1 549 | −6,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1 894 | −22,50 | 237 | −26,93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 13 552 | −43,94 | 1 696 | −47,01 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 157 795 | −10,66 | 19 745 | −15,55 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 338 | −3,70 | 42 | −8,70 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11 742 | −15,78 | 1 469 | −20,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 1 899 | −0,11 | 238 | −5,58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 3 491 | −97,05 | 1 300 | −91,71 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 8 158 | −6,71 | 1 021 | −11,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 36 455 | −4,66 | 4 562 | −9,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12 145 | −1,30 | 1 520 | −6,70 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 380 | −26,07 | 48 | −30,88 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6 922 | −4,54 | 1 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3 949 | −10,92 | 494 | −15,70 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13 521 | −1,07 | 1 705 | −5,75 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10 140 | −10,69 | 1 269 | −15,58 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 55 883 | −3,69 | 6 993 | −8,95 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 4 209 | −2,91 | 527 | −8,20 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 65 857 | −0,12 | 8 241 | −5,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16 407 | −29,69 | 2 | −33,33 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 45 306 | −5,71 | 5 669 | −10,86 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 840 | −7,23 | 856 | −12,31 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 62 406 | −2,36 | 8 | −12,50 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 495 | −2,37 | 62 | −8,96 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 23 108 | −0,43 | 2 892 | −5,89 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 325 461 | −0,73 | 40 725 | −6,16 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 420 407 | −0,63 | 53 | −7,14 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 72 429 | −6,11 | 10 215 | 0,03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 257 234 | −3,04 | 31 881 | −9,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 683 | −43,51 | 87 | −46,91 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 29 199 | −8,82 | 3 654 | −13,80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 80 783 | −1,84 | 10 108 | −7,21 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 106 396 | −12,24 | 13 313 | −17,04 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 8 409 | −10,49 | 1 052 | −15,37 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 435 | −28,58 | 555 | −32,60 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 639 363 | −1,73 | 80 003 | −7,11 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 38 799 | −11,20 | 4 855 | −16,06 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 2 950 | −65,64 | 369 | −67,52 | ||||
| 2026-04-23 | 13F | American National Bank | 27 170 | −2,17 | 3 400 | −7,54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 23 467 | −16,38 | 2 936 | −20,95 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 61 | −50,00 | 8 | −56,25 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 89 387 | −2,81 | 11 185 | −8,13 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 426 | −0,14 | 178 | −5,82 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 596 | −48,62 | 75 | −51,63 | ||||
| 2026-01-16 | 13F | Penn Davis Mcfarland Inc | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4 077 | −22,74 | 510 | −26,93 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2 934 | −2,91 | 367 | −8,25 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 127 811 | −10,18 | 15 993 | −15,09 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93 406 | −0,20 | 12 | −8,33 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 597 997 | −11,45 | 74 827 | −16,29 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 15 035 | −0,96 | 1 881 | 93 950,00 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287 997 | −10,62 | 36 | −14,29 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2 124 | −3,32 | 266 | −8,62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 344 254 | −0,80 | 43 076 | −6,22 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1 652 | −0,60 | 201 | −9,87 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 8 611 | −0,03 | 1 077 | −5,53 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2 675 | −6,63 | 335 | −11,87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 13 143 | −3,54 | 1 645 | −8,82 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 17 078 | −2,69 | 2 137 | −8,05 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2 792 | −3,46 | 349 | −8,64 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12 152 | −29,90 | 1 521 | −33,74 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6 433 | −4,71 | 805 | −9,97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3 878 | −0,03 | 485 | −5,46 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Trust Co | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 41 321 | −70,17 | 5 171 | −71,36 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2 620 | −0,15 | 328 | −5,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 10 884 | −0,95 | 1 362 | −6,40 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 851 | −4,73 | 232 | −10,12 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5 684 | −2,24 | 711 | −7,54 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | |||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 284 450 | −16,44 | 35 593 | −21,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 771 789 | −29,38 | 221 704 | −33,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 813 028 | −5,46 | 351 994 | −10,63 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3 103 919 | −41,70 | 388 393 | −44,89 |
