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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3 181 | −1,85 | 998 | −4,59 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 39 042 | −2,78 | 12 252 | −5,55 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 973 | −0,61 | 305 | −3,48 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 876 | −1,02 | 275 | −3,86 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 175 424 | −4,68 | 55 050 | −7,40 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 9 191 | −87,95 | 2 884 | −88,29 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Covenant Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1 001 | −3,66 | 314 | −6,27 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 1 475 | −0,54 | 463 | −3,55 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 2 808 | −0,18 | 1 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 663 | −0,15 | 208 | −2,80 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 9 170 | −1,94 | 2 878 | −4,74 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2 900 | −3,59 | 910 | −6,28 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 386 157 | −21,47 | 116 241 | −26,82 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 1 314 | −13,61 | 412 | −16,09 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 61 656 | −4,01 | 19 347 | −6,74 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 497 | −3,36 | 470 | −6,20 | ||||
| 2026-05-15 | 13F | Granahan Investment Management Inc/ma | 0 | −100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 494 | −1,59 | 155 | −4,32 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 617 | −3,89 | 221 | 6,28 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 413 | −17,23 | 130 | −19,88 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2 417 | −21,42 | 758 | −23,67 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3 770 | −35,64 | 1 183 | −37,47 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5 403 | −0,02 | 1 696 | −2,87 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 145 834 | −0,19 | 45 764 | −3,03 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4 734 | −1,48 | 1 486 | −4,32 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 230 267 | −5,00 | 72 260 | −7,71 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 2 811 | −5,10 | 882 | −7,74 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 42 405 | −2,40 | 13 307 | −5,19 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1 854 | −6,55 | 582 | −9,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4 739 | −22,23 | 1 488 | −24,44 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 788 | −0,76 | 247 | −3,52 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 472 005 | −16,36 | 1 089 550 | −18,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 766 | −3,28 | 240 | −5,88 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 11 575 | −2,48 | 3 632 | −5,24 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 689 | −23,44 | 216 | −25,52 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 38 637 | −3,59 | 12 125 | −6,33 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 1 672 | −1,18 | 525 | −4,03 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 24 588 | −3,40 | 7 | −12,50 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1 312 | −15,46 | 412 | −17,96 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 88 846 | −4,04 | 27 881 | −6,77 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 468 | −24,53 | 1 | −100,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 944 | −2,28 | 296 | −5,13 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 730 | −8,18 | 268 | −1,83 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-13 | 13F | State Street Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 374 869 | −1,23 | 117 637 | −4,05 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | −100,00 | 3 695 | −2,84 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3 123 | −1,42 | 1 009 | −0,49 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1 232 | −9,54 | 387 | −12,27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 59 742 | −15,02 | 18 747 | −17,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 1 155 | −0,77 | 362 | −3,72 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 242 597 | −7,22 | 76 129 | −9,92 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4 171 | −1,04 | 1 309 | −3,89 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 136 407 | −24,04 | 43 426 | −28,31 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9 574 | −2,86 | 3 005 | −5,62 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 78 777 | −10,79 | 25 | −14,29 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 5 386 | −4,37 | 1 690 | −7,09 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 11 768 | −0,25 | 3 693 | −3,10 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2 833 | −12,10 | 889 | −14,60 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1 102 | −27,97 | 346 | −30,16 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1 137 | −0,61 | 357 | −3,52 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 1 686 | −0,47 | 529 | −3,29 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 11 420 | −3,70 | 3 584 | −6,45 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 12 952 | −3,50 | 4 064 | −6,25 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 11 144 | −28,45 | 3 497 | −30,49 | ||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 606 | −0,50 | 504 | −3,45 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 604 | −0,93 | 2 386 | −3,75 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 3 | −95,59 | 1 | −100,00 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4 191 | −4,84 | 1 315 | −7,52 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 318 | −14,97 | 100 | −17,50 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 40 801 | −1,59 | 12 804 | −4,40 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 2 665 | −5,33 | 836 | −8,03 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 651 | −1,96 | 831 | −4,81 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 1 195 | −2,85 | 375 | −5,54 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10 134 | −16,72 | 3 182 | −19,07 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14 178 | −94,68 | 4 449 | −94,83 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 820 | −0,24 | 288 | 8,68 | ||||
| 2026-04-30 | 13F | Palisades Investment Partners, LLC | 1 070 | −53,64 | 336 | −55,03 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3 985 | −37,28 | 1 250 | −39,08 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 16 363 | −24,05 | 5 135 | −26,23 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2 537 | −22,11 | 796 | −24,33 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 40 853 | −4,66 | 12 820 | −7,37 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4 462 | −16,36 | 1 600 | −11,65 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1 446 | −12,89 | 454 | −15,49 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 135 | −10,65 | 1 611 | −13,20 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 132 548 | −4,87 | 41 595 | −7,58 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 19 864 | −1,78 | 6 233 | 103 783,33 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1 219 | −15,58 | 383 | −18,03 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 119 | −9,16 | 38 | −11,90 | ||||
| 2026-04-29 | 13F | Renasant Bank | 2 974 | −0,77 | 933 | −3,62 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 650 | −0,76 | 204 | −3,79 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 94 219 | −34,02 | 29 585 | −35,90 | ||||
| 2026-01-22 | 13F | City Holding Co | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 9 777 | −26,94 | 3 068 | −29,01 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 50 752 | −39,82 | 15 926 | −41,53 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1 036 | −0,77 | 325 | −3,56 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1 769 | −30,46 | 532 | −35,20 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 1 603 | −3,02 | 503 | −5,81 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 6 | −25,00 | 2 | −50,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 60 860 | −7,22 | 19 099 | −9,86 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 2 786 | −21,17 | 874 | −23,40 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1 468 | −2,65 | 461 | −5,54 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4 797 | −37,36 | 1 503 | −39,26 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 940 | −17,76 | 295 | −20,33 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1 523 | −9,18 | 478 | −11,83 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4 862 | −8,06 | 1 526 | −10,71 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 27 202 | −0,01 | 8 786 | 0,92 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 928 | −0,11 | 291 | −3,00 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3 110 | −4,60 | 976 | −7,41 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1 049 | −33,35 | 329 | −35,24 | ||||
| 2026-05-15 | 13F | Rice Hall James & Associates, Llc | 6 472 | −75,62 | 2 031 | −76,32 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1 507 | −3,77 | 473 | −6,53 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 4 619 | −0,43 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4 983 | −3,07 | 1 564 | −11,74 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1 131 | −49,89 | 355 | −51,44 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 11 837 | −0,21 | 3 715 | −3,05 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 46 | −4,17 | 15 | −12,50 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 1 247 | −21,47 | 391 | −23,03 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 7 591 | −9,88 | 2 815 | 3,49 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 742 | −26,75 | 233 | −29,05 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1 071 | −35,71 | 346 | −35,08 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 22 916 | −2,03 | 7 191 | −4,82 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 3 735 | −40,54 | 1 172 | −42,24 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 4 260 | −2,14 | 1 337 | −4,91 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9 599 | −4,00 | 3 012 | −6,72 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 174 091 | −20,00 | 54 632 | −22,28 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2 689 | −0,92 | 844 | −3,77 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 18 106 | −1,80 | 5 681 | −4,84 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 988 | −3,42 | 310 | −6,36 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 1 264 | −3,81 | 397 | −6,60 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 1 100 | −67,65 | 345 | −68,58 | |||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 16 149 | −1,90 | 5 068 | −4,70 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 13 500 | −44,67 | 4 236 | −46,25 | |||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2 568 | −4,39 | 806 | −7,04 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 1 066 | −2,02 | 0 | |||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 5 075 | −75,63 | 1 593 | −76,33 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 17 889 | −1,79 | 5 614 | −4,59 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 669 | −9,59 | 210 | −11,76 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Nicholas Investment Partners, LP | 2 625 | −84,79 | 824 | −85,24 | ||||
| 2026-04-07 | 13F | InvesTrust | 17 590 | −0,09 | 5 520 | −2,94 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 35 571 | −97,38 | 11 163 | −97,47 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 888 | −0,45 | 279 | −3,47 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3 408 | −1,10 | 1 070 | −3,95 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 26 652 | −3,10 | 8 364 | −5,86 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 000 | −2,44 | 628 | −5,29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 2 058 | −12,91 | 646 | −15,33 | ||||
| 2026-05-14 | 13F | Axiom International Investors Llc /de | 30 500 | −35,24 | 9 571 | −37,09 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3 055 | −1,29 | 959 | −4,10 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 101 | −58,09 | 32 | −59,74 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5 626 | −7,22 | 1 766 | −9,86 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 361 | −1,37 | 113 | −4,24 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 025 | −4,92 | 322 | −7,76 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 457 | −0,34 | 457 | −3,18 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 20 356 | −6,87 | 6 388 | −9,53 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 727 | −15,17 | 228 | −17,39 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 26 825 | −0,85 | 8 418 | −3,67 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 233 | −4,69 | 1 193 | 3,56 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 406 | −2,23 | 441 | −4,96 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Fiera Capital Corp | 7 309 | −88,19 | 2 294 | −88,52 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 18 215 | −0,07 | 5 716 | −2,90 | ||||
| 2026-04-14 | 13F | Yarbrough Capital, LLC | 21 764 | −75,91 | 6 830 | −76,60 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 24 118 | −8,83 | 7 569 | −11,42 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 44 | −15,38 | 14 | −59,37 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5 909 | −1,04 | 1 854 | −3,84 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1 320 | −85,52 | 414 | −85,94 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 16 837 | −3,91 | 5 284 | −6,64 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10 308 | −1,03 | 3 673 | 9,19 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 41 | −55,91 | 13 | −60,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2 459 | −12,24 | 772 | −14,81 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 847 | −8,33 | 266 | −11,07 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 873 | −0,11 | 274 | −3,19 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 492 683 | −4,66 | 154 609 | −7,38 | ||||
| 2026-05-08 | 13F | Leisure Capital Management | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 062 | −26,86 | 333 | −29,00 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 220 | −7,95 | 69 | −10,39 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3 634 | −3,51 | 1 140 | −6,25 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14 351 | −21,41 | 4 503 | −24,29 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 119 987 | −2,61 | 37 653 | −5,38 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 413 | −92,99 | 130 | −93,22 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1 111 | −2,37 | 349 | −5,18 | ||||
| 2026-02-13 | 13F | Barclays Plc | 76 537 | −45,82 | 24 722 | −45,31 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1 019 | −2,11 | 0 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 793 | −35,95 | 249 | −37,84 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 4 451 | −17,51 | 1 397 | −19,86 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2 967 | −82,04 | 931 | −82,56 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2 848 | −3,29 | 894 | −6,10 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 150 | −43,40 | 47 | −44,71 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 1 285 | −7,42 | 403 | −10,04 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 969 | −58,21 | 304 | −59,41 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 2 390 | −2,13 | 750 | −4,82 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 832 | −2,38 | 889 | −5,23 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 358 | −7,97 | 112 | −10,40 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 824 | −8,95 | 258 | −11,64 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 132 | −5,71 | 41 | −8,89 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 1 249 | −0,40 | 404 | 0,50 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 614 | −2,23 | 2 389 | −5,01 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 523 | −11,55 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 112 | −0,10 | 1 604 | −2,91 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1 342 | −3,87 | 421 | −6,44 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 703 | −0,42 | 221 | −3,51 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 081 | −4,81 | 1 281 | −7,51 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4 464 | −5,66 | 1 401 | −8,38 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 4 398 | −14,14 | 1 380 | −16,57 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 113 231 | −0,18 | 35 530 | −3,85 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 4 916 | −2,77 | 1 543 | −5,57 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 6 076 | −0,03 | 1 907 | −2,90 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 5 222 | −3,99 | 1 639 | −6,72 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 645 | −0,04 | 831 | −2,69 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 121 528 | −12,55 | 38 137 | −15,04 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 10 302 | −0,43 | 3 233 | −3,29 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 174 | −1,14 | 55 | −3,57 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6 137 | −1,11 | 1 926 | −3,94 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 096 991 | −2,20 | 344 247 | −4,99 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 787 | −15,59 | 3 385 | −18,02 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 684 | −8,86 | 842 | −11,46 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 894 | −0,22 | 281 | −3,11 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 13 495 | −1,19 | 4 235 | −4,01 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 78 284 | −0,72 | 24 566 | −3,55 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7 499 | −5,52 | 2 353 | −8,19 | ||||
| 2026-02-17 | 13F | Weiss Asset Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 793 | −4,78 | 563 | −7,57 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 3 846 | −1,61 | 1 207 | −4,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10 053 | −5,42 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 6 324 | −0,72 | 2 | −50,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 430 460 | −4,65 | 135 083 | −7,37 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 428 | −10,65 | 134 | −12,99 | ||||
| 2026-05-15 | 13F | First Light Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Castleark Management Llc | 1 200 | −30,23 | 377 | −32,25 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 79 892 | −3,38 | 25 071 | −6,13 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 348 576 | −1,62 | 109 387 | −4,42 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 24 370 | −3,27 | 7 648 | −6,02 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 133 | −10,14 | 42 | −12,77 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12 502 | −4,07 | 3 923 | −6,79 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1 032 | −10,26 | 324 | −12,94 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 792 | −38,70 | 249 | −40,53 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 19 030 | −56,43 | 6 847 | −53,39 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4 942 | −0,48 | 1 551 | −3,37 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2 565 | −0,62 | 805 | −3,36 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 202 | −3,22 | 377 | −5,99 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 72 425 | −1,86 | 22 728 | −4,66 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 20 454 | −1,47 | 6 419 | −4,28 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 957 906 | −0,84 | 300 601 | −3,66 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 41 681 | −0,54 | 13 080 | −3,37 | ||||
| 2026-04-20 | 13F | City State Bank | 207 | −31,00 | 65 | −33,33 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 5 578 | −1,27 | 1 750 | −4,11 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 1 013 | −4,70 | 374 | 8,75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 1 117 | −0,09 | 351 | −3,05 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1 147 | −0,52 | 360 | −3,49 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 941 | −20,49 | 923 | −22,78 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 2 347 | −1,80 | 736 | −4,66 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 16 859 | −25,09 | 5 290 | −27,23 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 510 | −0,39 | 160 | −3,03 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 18 585 | −8,61 | 5 832 | −11,21 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Bridge City Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 40 | −98,59 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 2 515 | −57,24 | 789 | −58,45 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 33 296 | −19,14 | 10 449 | −21,44 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 1 483 | −1,07 | 465 | −3,93 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 4 382 | −0,59 | 1 375 | −3,37 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 638 | −8,20 | 200 | −10,71 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 5 694 | −3,31 | 1 787 | −6,10 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 1 679 | −60,61 | 527 | −61,77 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4 301 | −21,79 | 1 350 | −24,04 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 13 607 | −1,06 | 4 270 | −3,89 | ||||
| 2026-05-06 | 13F | Summit Creek Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2 655 | −0,04 | 833 | −2,92 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 2 639 | −6,22 | 805 | −11,93 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 12 788 | −1,27 | 4 013 | −4,09 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 8 262 | −0,55 | 2 593 | −3,39 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 997 | −4,59 | 313 | −7,42 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3 823 | −47,57 | 1 200 | −49,09 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 22 856 | −0,48 | 7 173 | −3,32 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 707 | −0,42 | 222 | −5,96 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 642 | −1,79 | 515 | −4,63 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18 130 | −1,97 | 5 689 | −4,75 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 4 360 | −2,24 | 1 368 | −5,00 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Bell Bank | 2 288 | −9,67 | 718 | −12,35 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 170 636 | −0,00 | 55 120 | 0,94 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 18 571 | −1,88 | 5 828 | −4,68 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 10 638 | −15,48 | 3 | −25,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 214 635 | −1,32 | 69 329 | −1,32 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 3 226 | −1,19 | 1 012 | −3,98 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1 636 | −2,73 | 513 | −5,52 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 2 460 | −45,92 | 772 | −47,52 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1 310 | −0,46 | 411 | −3,29 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 029 | −0,10 | 323 | −3,01 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 20 488 | −1,14 | 6 429 | −3,94 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1 873 | −0,74 | 588 | −3,61 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 2 727 | −1,87 | 856 | −4,68 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7 785 | −57,60 | 2 463 | −58,78 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 9 121 | −22,30 | 2 862 | −24,11 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 730 324 | −6,02 | 229 183 | −8,69 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 35 | −90,74 | 11 | −91,80 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 157 | −5,99 | 49 | −7,55 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 650 | −0,76 | 204 | −3,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 206 852 | −5,39 | 64 912 | −8,09 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 64 400 | −11,40 | 20 209 | −13,93 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 4 645 | −1,48 | 1 458 | −4,27 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 5 338 | −2,31 | 1 675 | −5,05 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 1 820 | −21,04 | 571 | −23,25 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 32 157 | −7,48 | 10 091 | −10,11 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 599 | −4,77 | 188 | −7,88 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 911 | −2,46 | 286 | −5,32 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Lisanti Capital Growth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1 803 | −0,50 | 566 | −3,42 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | JT Stratford LLC | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 785 | −2,36 | 246 | −5,02 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 14 967 | −10,56 | 4 697 | −13,12 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 75 549 | −22,57 | 23 717 | −24,76 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 2 302 | −3,28 | 722 | −5,99 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 597 | −1,97 | 187 | −4,59 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 700 | −35,62 | 1 475 | −37,46 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14 507 | −32,49 | 4 552 | −34,42 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3 116 | −0,95 | 978 | −3,84 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7 315 | −6,98 | 2 296 | −9,65 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 897 | −6,56 | 281 | −9,35 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 52 539 | −0,14 | 16 487 | −2,98 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12 441 | −8,48 | 3 904 | −11,07 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 236 | −68,70 | 74 | −69,55 | ||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Barings Llc | 1 608 750 | −2,96 | 484 266 | −10,32 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 133 | −1,48 | 42 | −4,65 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 1 532 | −4,55 | 481 | −7,34 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 2 210 | −7,10 | 694 | −9,77 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 82 409 | −6,96 | 25 861 | −9,61 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 10 797 | −3,64 | 3 388 | −6,38 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 11 056 | −11,07 | 3 469 | −13,60 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 695 | −70,43 | 218 | −71,28 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 12 222 | −3,12 | 3 835 | −5,87 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 905 | −1,20 | 284 | −3,73 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 48 736 | −1,33 | 15 294 | −4,15 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 8 260 | −2,13 | 2 986 | 9,54 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 2 522 | −18,91 | 791 | −21,22 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 5 689 | −29,27 | 1 785 | −31,27 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 6 714 | −0,34 | 2 107 | −3,22 | ||||
| 2026-02-05 | 13F | Stoneridge Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3 281 | −8,15 | 1 030 | −10,75 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 4 462 | −2,17 | 1 400 | −4,96 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1 578 | −4,07 | 495 | −6,78 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Finley Financial, LLC | 13 555 | −0,73 | 4 254 | −3,56 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 238 068 | −6,34 | 74 708 | −9,01 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5 785 | −1,04 | 1 815 | −3,87 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 4 668 | −4,11 | 1 465 | −6,87 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9 371 | −1,88 | 3 454 | 11,96 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 900 | −2,49 | 282 | −5,37 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 10 432 | −5,98 | 3 274 | −8,68 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 945 | −1,47 | 610 | −4,24 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 6 924 | −40,20 | 2 173 | −41,93 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 8 658 | −1,01 | 2 717 | −3,82 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2 010 | −2,47 | 631 | −5,26 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 767 | −1,16 | 241 | −4,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 1 978 | −10,98 | 621 | −13,53 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 808 | −76,92 | 253 | −77,77 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5 649 | −2,64 | 1 773 | −5,44 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 1 235 | −2,53 | 387 | −5,38 | ||||
| 2026-04-30 | 13F | Oak Ridge Investments Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5 919 | −0,62 | 1 857 | −3,43 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 4 466 | −0,27 | 1 402 | −3,11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 876 | −3,65 | 902 | −6,43 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 891 | −3,78 | 280 | −11,15 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 0 | −100,00 | 0 |
