Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 7 565 | −75,14 | 383 | −75,18 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 31 541 | −7,41 | 1 596 | −7,37 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 7 600 | −35,94 | 0 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 139 978 | −23,52 | 7 084 | −23,48 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5 209 | −1,68 | 264 | −1,87 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 61 139 019 | −0,54 | 3 094 246 | −0,50 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 111 957 | −5,94 | 5 652 | −6,36 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 6 773 | −6,81 | 343 | −6,81 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 27 097 | −8,85 | 1 371 | −8,78 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 8 257 | −16,18 | 418 | −16,27 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 1 277 074 | −1,38 | 64 634 | −1,34 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 26 780 | −33,92 | 1 355 | −34,13 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5 750 | −34,29 | 291 | −34,16 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 27 947 | −0,98 | 1 414 | −0,91 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 227 000 | −83,17 | 11 488 | −83,16 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 27 577 | −43,63 | 1 396 | −43,64 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 8 077 | −0,12 | 409 | −0,24 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 367 719 | −13,71 | 18 610 | −13,67 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Bank of New Hampshire | 59 736 | −50,26 | 3 023 | −50,24 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 415 784 | −6,27 | 122 279 | −6,24 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 90 974 | −50,20 | 4 604 | −50,18 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 11 556 | −9,64 | 585 | −9,74 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 35 483 | −25,23 | 1 796 | −25,21 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 12 033 | −19,93 | 609 | −20,00 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 44 389 | −3,89 | 2 247 | −3,85 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 62 024 | −60,43 | 3 139 | −60,41 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 8 453 | −23,00 | 428 | −23,06 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 4 811 | −12,92 | 243 | −12,90 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Andrew Hill Investment Advisors, Inc. | 7 262 | −3,07 | 368 | −3,17 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 11 698 | −5,26 | 592 | −5,13 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 5 993 | −48,07 | 303 | −48,03 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 16 095 | −14,05 | 815 | −14,04 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 17 866 | −28,01 | 904 | −27,97 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 312 515 | −3,52 | 15 816 | −3,48 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 26 747 | −31,24 | 1 354 | −31,22 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 748 092 | −1,63 | 37 861 | −1,59 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 219 764 | −13,09 | 11 122 | −13,06 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 51 756 | −18,49 | 2 619 | −18,46 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 52 014 | −0,77 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4 114 | −27,48 | 208 | −27,27 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 6 720 | −45,38 | 340 | −45,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 534 582 | −14,45 | 27 045 | −14,45 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 150 | −21,05 | 8 | −22,22 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 7 076 | −9,81 | 358 | −9,60 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 105 210 | −27,17 | 5 325 | −27,14 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 15 404 | −0,96 | 780 | −0,89 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Concorde Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | McBroom & Associates, LLC | 26 979 | −18,61 | 1 365 | −18,56 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 11 783 | −8,66 | 596 | −8,59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 150 091 | −5,36 | 7 596 | −5,32 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 4 759 095 | −2,57 | 240 858 | −2,87 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 5 835 | −9,91 | 295 | −9,79 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 99 795 | −0,38 | 5 051 | −0,36 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 14 711 | −10,37 | 745 | −10,36 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 1 477 | −50,22 | 75 | −50,67 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 4 764 | −19,35 | 241 | −19,13 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 200 245 | −1,91 | 10 134 | −1,87 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 31 | −18,42 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 255 596 | −1,36 | 12 931 | −1,63 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1 770 | −8,34 | 90 | −8,25 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 788 602 | −2,06 | 39 911 | −2,02 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 35 752 | −1,35 | 1 809 | −1,63 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1 031 | −1,06 | 52 | 0,00 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 24 073 | −13,50 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 21 883 | −17,91 | 1 107 | −18,12 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9 267 | −16,42 | 469 | −16,43 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6 872 | −7,53 | 348 | −7,96 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 28 310 | −6,27 | 1 433 | −6,59 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 82 155 | −9,31 | 4 158 | −9,28 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 43 581 | −20,09 | 2 206 | −20,08 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 29 358 | −5,35 | 1 486 | −5,35 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 063 710 | −10,19 | 53 834 | −10,15 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10 929 | −67,71 | 553 | −67,70 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 52 326 | −6,06 | 2 648 | −6,27 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 21 085 | −4,64 | 1 067 | −4,91 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 102 855 | −14,14 | 5 203 | −14,37 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 920 333 | −2,13 | 46 578 | −2,10 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 497 773 | −3,53 | 25 192 | −3,49 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11 169 | −2,53 | 565 | −2,42 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 6 798 | −25,24 | 344 | |||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 48 476 | −0,21 | 2 453 | −0,16 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 28 287 | −52,23 | 1 432 | −52,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6 393 | −0,93 | 324 | −0,92 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 6 032 | −3,10 | 305 | −2,87 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 607 469 | −6,95 | 30 751 | −6,89 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 9 570 | −57,48 | 484 | −57,47 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 210 568 | −40,91 | 10 657 | −41,10 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 247 391 | −34,47 | 12 521 | −34,44 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 835 319 | −5,05 | 42 276 | −5,01 | ||||
| 2026-04-21 | 13F | Willow Financial LLC | 8 712 | −88,97 | 441 | −88,98 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 5 564 | −62,74 | 282 | −62,78 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 230 004 | −15,90 | 11 620 | −16,25 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 324 991 | −1,54 | 16 448 | −36,85 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 10 117 | −50,99 | 1 024 | −1,92 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 45 849 | −0,08 | 2 326 | 0,09 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 210 354 | −14,68 | 10 646 | −14,65 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 502 626 | −0,13 | 25 438 | −0,09 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 45 423 | −7,18 | 2 299 | −7,15 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 7 076 | −25,26 | 358 | −25,10 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 81 227 | −17,36 | 4 102 | −17,58 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 5 371 | −54,88 | 272 | −54,98 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 29 887 | −11,64 | 1 513 | −11,63 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 94 767 | −16,23 | 4 796 | −16,18 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 3 929 | −76,05 | 199 | −76,20 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 377 | −23,60 | 626 | −23,57 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 6 626 | −5,38 | 335 | −5,37 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 249 816 | −9,49 | 63 236 | −9,48 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7 210 | −10,66 | 365 | −10,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | L & S Advisors Inc | 16 973 | −22,25 | 859 | −22,19 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 74 447 | −0,14 | 3 768 | −0,11 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 39 197 | −58,55 | 1 984 | −58,60 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 481 263 | −3,26 | 24 357 | −3,22 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 175 740 | −5,24 | 8 894 | −5,19 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 6 746 | −3,61 | 341 | −3,67 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 546 363 | −11,22 | 27 651 | −11,18 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 32 236 | −86,31 | 1 631 | −86,31 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 13 394 | −14,15 | 678 | −14,20 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 232 500 | −12,04 | 11 767 | −12,00 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 102 401 | −37,02 | 5 182 | −37,17 | ||||
| 2026-05-15 | 13F | Fmr Llc | 8 567 157 | −20,30 | 433 584 | −20,27 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 21 595 | −35,31 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 12 916 | −0,78 | 1 | |||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 474 198 | −60,96 | 34 876 | −43,24 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 69 897 | −5,29 | 3 537 | −5,25 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 17 | −22,73 | 1 | −100,00 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 99 225 | −50,35 | 5 022 | −50,33 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 141 079 | −14,08 | 7 140 | −14,04 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 78 391 | −13,63 | 3 967 | −13,59 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 25 046 | −91,88 | 1 268 | −91,88 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3 102 | −22,14 | 157 | −22,39 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 17 779 | −12,91 | 900 | −12,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 321 446 | −2,01 | 16 268 | −1,97 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 790 784 | −0,90 | 90 632 | −0,86 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 52 542 | −13,91 | 2 659 | −13,86 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 14 302 | −7,50 | 724 | −7,54 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 34 989 | −1,21 | 1 771 | −1,56 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 451 721 | −3,92 | 22 862 | −3,88 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 119 287 | −36,72 | 6 032 | −36,74 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 163 353 | −2,11 | 8 267 | −2,06 | ||||
| 2026-02-05 | 13F | Donoghue Forlines LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | SP Asset Management LLC | 52 405 | −13,49 | 2 652 | −13,45 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 217 084 | −3,75 | 10 987 | −4,05 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 56 570 | −20,01 | 2 863 | −19,99 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 13 624 | −18,95 | 690 | −19,23 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 6 324 | −13,36 | 320 | −13,51 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 5 286 | −1,53 | 268 | −1,48 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 43 945 | −15,33 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 47 978 | −10,69 | 2 428 | −10,64 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 103 605 | −0,76 | 5 243 | −0,85 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 201 773 | −12,23 | 10 212 | −12,50 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 99 289 | −16,68 | 4 765 | −20,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 136 405 | −33,43 | 6 903 | −33,41 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 10 708 | −33,71 | 542 | −33,78 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 104 256 | −6,35 | 5 276 | −6,32 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 80 989 | −11,30 | 4 097 | −11,55 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 78 225 | −5,76 | 3 959 | −5,74 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 37 880 | −23,15 | 1 917 | −23,10 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 16 148 | −16,08 | 817 | −16,12 | ||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 62 249 | −8,67 | 3 150 | −8,64 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 18 923 | −20,30 | 958 | −20,32 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 455 063 | −5,02 | 23 | −4,17 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 74 730 | −22,64 | 3 782 | −22,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 70 987 | −6,05 | 3 593 | −6,02 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 30 266 | −12,66 | 1 532 | −12,66 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 4 642 | −57,49 | 235 | −57,61 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 84 347 | −47,12 | 4 269 | −47,11 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 44 407 | −88,15 | 2 247 | −88,15 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Cooper Financial Group | 367 853 | −4,10 | 18 617 | −4,06 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | −88,89 | 0 | |||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 23 226 | −7,89 | 1 175 | −7,84 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 399 647 | −10,16 | 20 226 | −10,13 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 592 | −30,43 | 30 | −32,56 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 48 982 | −50,62 | 2 479 | −50,62 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 235 | −15,46 | 720 | −15,39 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 690 378 | −9,68 | 34 940 | −9,65 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 31 | −79,74 | 2 | −85,71 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 97 | −75,19 | 5 | −78,95 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 6 236 | −0,37 | 316 | −0,32 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 5 000 | −20,77 | 253 | −21,00 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 13 314 | −27,69 | 674 | −27,71 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 39 939 | −2,25 | 2 021 | −2,23 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 76 790 | −6,58 | 3 886 | −6,54 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 5 399 | −1,06 | 273 | −1,09 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 256 712 | −9,60 | 12 992 | −9,56 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 198 | −71,47 | 10 | −71,43 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 36 151 | −7,20 | 1 830 | −7,16 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 89 297 | −8,13 | 4 519 | −8,09 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 7 932 | −5,57 | 401 | −5,42 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 37 586 | −26,87 | 1 902 | −26,85 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 16 888 | −22,63 | 855 | −22,64 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 21 496 | −16,92 | 1 088 | −16,90 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4 154 | −10,65 | 210 | −10,64 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7 018 | −6,19 | 355 | −6,08 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 35 691 | −1,69 | 1 806 | −1,63 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 23 972 | −36,88 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 4 444 | −18,26 | 225 | −18,55 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 427 | −3,58 | 72 | −2,70 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | REDW Wealth LLC | 254 253 | −4,97 | 12 868 | −4,94 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 15 450 | −21,14 | 782 | −21,19 | ||||
| 2026-04-10 | 13F | Novem Group | 65 892 | −15,25 | 3 335 | −15,23 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 451 530 | −33,81 | 22 852 | −33,79 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 450 369 | −0,61 | 22 793 | −0,57 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 4 755 | −36,19 | 241 | −36,17 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 24 794 | −2,75 | 1 255 | −2,72 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 4 938 | −5,20 | 250 | −5,32 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 39 595 | −37,38 | 2 004 | −37,37 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 20 426 | −1,19 | 1 034 | −1,15 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 255 | −46,32 | 13 | −50,00 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 119 235 | −7,52 | 6 034 | −7,48 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 34 718 | −14,49 | 1 757 | −14,42 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 10 628 | −0,10 | 538 | −0,19 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 220 751 | −13,73 | 11 172 | −13,70 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 12 266 | −70,73 | 621 | −70,75 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 147 348 | −0,59 | 7 457 | −0,55 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 5 690 | −14,87 | 288 | −15,09 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3 642 456 | −36,05 | 183 798 | −36,25 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 97 337 | −3,48 | 4 926 | −3,43 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 12 746 | −51,99 | 645 | −52,15 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 4 015 | −2,86 | 203 | −2,87 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5 787 | −26,72 | 293 | −26,82 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 92 979 | −7,37 | 4 706 | −7,33 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 44 461 | −3,58 | 2 250 | −3,52 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Tred Avon Family Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Client First Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 8 561 | −15,74 | 433 | −15,59 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 42 710 | −11,96 | 2 162 | −11,94 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17 434 | −0,07 | 882 | −0,45 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 47 666 | −4,19 | 2 412 | −4,13 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 35 927 | −25,91 | 1 818 | −25,89 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 130 579 | −6,89 | 6 609 | −6,86 | ||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 22 982 | −2,82 | 1 163 | −2,76 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 12 462 | −24,05 | 631 | −24,10 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 11 145 | −14,58 | 564 | −14,55 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 21 979 | −1,17 | 1 112 | −1,16 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 8 227 | −97,32 | 416 | −97,32 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 4 940 | −58,21 | 250 | −58,19 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 17 421 | −3,62 | 882 | −3,61 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3 781 | −31,92 | 191 | −31,79 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 30 520 | −0,36 | 1 544 | −0,39 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 12 256 | −6,16 | 620 | −6,06 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 195 754 | −21,21 | 9 886 | −21,35 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 37 934 | −31,08 | 1 920 | −31,07 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 7 120 | −55,83 | 360 | −55,83 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 26 | −91,39 | 0 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 380 492 | −11,06 | 19 257 | −11,02 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 41 325 | −28,99 | 2 091 | −28,97 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 52 451 | −13,63 | 2 655 | −13,61 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 26 526 | −1,65 | 1 342 | −1,61 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 71 413 | −27,41 | 3 614 | −27,39 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 152 150 | −7,28 | 8 | −12,50 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 76 531 | −18,17 | 3 873 | −18,14 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 27 483 | −5,03 | 1 391 | −5,05 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 16 512 | −1,32 | 836 | −1,30 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 84 586 | −9,98 | 4 281 | −9,95 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 295 716 | −4,51 | 14 966 | −4,47 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 21 069 | −5,55 | 1 066 | −5,50 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 4 100 | −0,53 | 208 | −0,48 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 37 205 | −4,33 | 1 883 | −4,32 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Bedminster, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 8 531 | −0,11 | 432 | −0,23 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 235 | −63,17 | 12 | −65,62 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 122 409 | −16,93 | 6 195 | −16,90 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5 811 | −18,64 | 293 | −18,84 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 110 619 | −6,68 | 5 596 | −6,93 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 2 203 | −8,70 | 111 | −9,02 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7 207 | −4,20 | 365 | −4,21 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Adell Harriman & Carpenter Inc | 77 140 | −1,18 | 3 904 | −1,14 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 695 | −8,07 | 238 | −8,14 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 11 977 | −64,63 | 606 | −64,75 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 46 486 | −43,51 | 2 353 | −43,49 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 10 624 | −66,30 | 536 | −66,48 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 16 268 | −0,04 | 823 | 0,00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 49 109 | −8,11 | 2 485 | −8,07 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 22 220 | −86,72 | 1 125 | −86,72 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 7 602 | −5,09 | 385 | −5,19 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 82 943 | −8,15 | 4 184 | −8,43 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 361 238 | −3,86 | 18 282 | −3,82 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 20 074 | −13,51 | 1 016 | −13,54 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 41 019 | −7,57 | 2 076 | −7,57 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6 106 | −25,71 | 309 | −25,54 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 15 070 | −8,38 | 763 | −8,41 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 42 701 | −3,39 | 2 161 | −3,35 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 362 467 | −7,49 | 18 344 | −7,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 615 | −51,06 | 183 | −51,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 63 240 | −2,15 | 3 201 | −2,14 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 7 168 | −1,46 | 363 | −1,36 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 68 129 | −5,60 | 3 447 | −5,61 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4 481 | −15,72 | 227 | −15,99 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 26 960 | −2,72 | 1 364 | −2,71 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 88 858 | −0,29 | 4 497 | −0,24 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 416 201 | −1,28 | 21 064 | −1,24 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 64 376 | −0,10 | 3 258 | −0,03 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-01 | 13F | American Trust | 516 363 | −1,69 | 26 133 | −1,65 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 4 410 | −41,12 | 223 | −41,01 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 39 821 | −3,36 | 2 015 | −3,31 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 105 229 | −13,07 | 5 326 | −13,03 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 30 212 | −49,31 | 1 529 | −49,29 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 57 581 | −10,78 | 3 | −33,33 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 8 274 | −1,61 | 419 | −1,65 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 362 063 | −18,26 | 18 324 | −18,22 | ||||
| 2026-04-24 | 13F | Balentine LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 14 844 | −1,05 | 751 | −0,92 | ||||
| 2026-04-28 | 13F | Bolthouse Investments, LLC | 51 998 | −7,47 | 2 632 | −7,46 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 45 023 | −19,34 | 2 279 | −19,59 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 157 708 | −14,82 | 7 982 | −14,79 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 34 678 | −12,92 | 1 755 | −12,86 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 3 479 | −2,74 | 176 | −2,22 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 26 134 | −11,49 | 1 323 | −11,45 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 6 339 | −81,62 | 321 | −81,65 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 53 009 | −0,01 | 2 683 | 0,00 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 65 738 | −1,53 | 3 327 | −1,48 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 131 890 | −9,45 | 6 675 | −9,42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 335 836 | −6,47 | 16 997 | −6,44 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 6 555 | −1,72 | 332 | −1,78 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 52 697 | −1,49 | 2 667 | −1,44 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 53 866 | −0,62 | 2 724 | −1,02 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7 418 | −6,02 | 375 | −6,25 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 9 656 | −4,22 | 489 | −4,13 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29 456 | −0,64 | 1 491 | −0,60 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 107 011 | −0,29 | 5 404 | −0,81 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 907 | −16,71 | 46 | −18,18 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 15 972 | −4,04 | 808 | −4,04 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 244 | −35,79 | 215 | −35,93 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 15 535 | −0,79 | 786 | −0,76 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 8 829 | −17,76 | 447 | −17,86 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 143 988 | −10,56 | 7 287 | −10,52 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 9 511 | −4,76 | 481 | −5,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 700 377 | −23,16 | 136 843 | −23,03 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 49 108 | −10,41 | 2 485 | −10,39 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 18 035 | −14,63 | 913 | −14,61 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 284 018 | −7,33 | 14 374 | −7,29 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 4 948 | −3,92 | 250 | −3,85 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 229 | −46,37 | 12 | −47,62 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 424 174 | −2,78 | 21 467 | −2,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 6 843 | −11,35 | 346 | −11,28 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 19 835 | −3,00 | 1 004 | −3,00 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 272 925 | −40,76 | 13 813 | −40,95 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 5 758 | −66,38 | 291 | −66,40 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 341 729 | −0,48 | 17 295 | −0,44 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 57 912 | −11,12 | 2 931 | −11,40 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 157 264 | −5,42 | 7 959 | −5,68 | ||||
| 2026-01-28 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Martin Investment Management, LLC | 40 418 | −58,84 | 2 046 | −58,83 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 110 714 | −57,49 | 5 603 | −57,47 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 176 744 | −26,92 | 8 945 | −26,89 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 7 180 | −22,80 | 363 | −22,98 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 973 | −24,40 | 505 | −24,44 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 229 316 | −10,40 | 11 606 | −10,37 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 43 817 | −1,87 | 2 218 | −1,82 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 124 192 | −18,05 | 6 285 | −18,30 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1 224 | −3,55 | 62 | −4,69 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 261 146 | −10,96 | 13 217 | −10,93 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 41 754 | −1,14 | 2 113 | −1,17 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 127 127 | −15,54 | 6 434 | −15,51 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 168 970 | −1,40 | 8 552 | −1,36 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 89 643 | −7,99 | 4 537 | −7,97 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 42 320 | −3,88 | 2 142 | −3,86 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 10 994 | −3,31 | 556 | −3,30 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 557 404 | −6,58 | 28 210 | −6,80 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 39 511 | −1,57 | 2 000 | −1,53 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 6 711 | −30,46 | 340 | −30,53 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 22 643 | −8,18 | 1 146 | −8,18 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 387 779 | −7,49 | 19 625 | −7,45 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 770 458 | −8,82 | 89 567 | 91 294,90 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 37 934 | −31,08 | 1 920 | −31,07 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 22 144 | −0,16 | 1 118 | −0,53 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 46 950 | −32,48 | 2 376 | −32,44 | ||||
| 2026-05-04 | 13F | Illumine Investment Management, LLC | 85 449 | −1,49 | 4 325 | −1,46 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 422 | −25,02 | 325 | −25,12 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 118 642 | −39,93 | 6 004 | −39,91 | ||||
| 2026-05-07 | 13F | First National Trust Co | 79 813 | −5,96 | 4 039 | −5,92 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4 209 | −8,36 | 213 | −8,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 103 791 | −22,58 | 5 253 | −22,55 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 12 334 | −11,71 | 624 | −11,61 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 169 467 | −8,56 | 8 570 | −8,62 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 100 296 477 | −5,80 | 5 071 993 | −5,84 | ||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 5 323 | −88,68 | 269 | −88,69 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15 011 | −2,28 | 760 | −2,32 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 13 168 | −0,84 | 666 | −0,75 | ||||
| 2026-05-15 | 13F | Family Management Corp | 26 970 | −2,28 | 1 365 | −2,29 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 206 827 | −37,64 | 10 468 | −37,84 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 22 310 | −0,16 | 1 129 | −0,09 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 24 441 | −27,88 | 1 237 | −27,89 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 21 598 | −33,67 | 1 093 | −33,64 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3 458 | −2,81 | 175 | −2,23 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 44 299 | −0,20 | 2 242 | −0,18 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 13 000 | −33,33 | 658 | −33,37 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 387 770 | −21,14 | 19 625 | −21,11 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 71 313 | −34,40 | 3 609 | −34,37 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 15 876 | −1,94 | 803 | −1,95 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 80 669 | −11,76 | 4 083 | −11,72 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 719 059 | −3,88 | 36 392 | −3,84 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 77 504 | −12,90 | 3 922 | −12,86 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 74 161 | −30,81 | 3 753 | −30,78 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 4 071 | −3,26 | 206 | −2,83 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 49 364 | −20,15 | 2 498 | −20,12 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 236 196 | −6,44 | 11 954 | −2,33 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 463 016 | −1,35 | 23 421 | −1,37 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 85 034 | −15,98 | 4 304 | −15,96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 924 343 | −23,72 | 46 781 | −23,69 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 74 506 | −10,34 | 3 771 | −10,30 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 393 352 | −0,24 | 19 908 | −0,20 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 6 666 | −64,32 | 337 | −64,34 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 12 133 | −62,42 | 614 | −62,40 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 4 776 | −1,14 | 242 | −1,23 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 12 144 | −10,76 | 615 | −10,76 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 47 798 | −1,68 | 2 419 | −1,63 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 490 | −48,29 | 126 | −48,15 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 287 134 | −2,96 | 14 532 | −2,93 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 19 935 | −11,42 | 1 009 | −11,42 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 193 368 | −11,67 | 9 786 | −11,64 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 385 564 | −10,38 | 19 513 | −10,34 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 24 100 | −4,79 | 1 220 | −4,77 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Entelevest, LLC | 100 275 | −1,60 | 5 075 | −1,57 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 6 384 | −11,21 | 323 | −11,51 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 29 748 | −13,46 | 1 506 | −13,41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 89 942 | −6,38 | 4 552 | −6,36 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 12 644 | −60,93 | 640 | −60,97 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 15 620 | −7,39 | 791 | −7,39 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 5 544 | −24,18 | 281 | −24,12 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 49 938 | −12,27 | 2 526 | −12,50 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 62 | −92,33 | 3 | −92,50 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 448 136 | −55,15 | 22 680 | −55,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 125 627 | −20,85 | 6 358 | −20,82 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 232 | −27,95 | 12 | −31,25 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 693 273 | −2,28 | 35 087 | −2,24 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 6 776 | −6,87 | 343 | −7,07 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 17 015 | −82,49 | 861 | −82,17 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 940 | −13,34 | 351 | −13,33 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 101 | −7,01 | 208 | −7,17 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 71 167 | −10,44 | 3 602 | −10,40 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 23 478 | −12,24 | 1 188 | −12,20 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 40 545 | −63,40 | 2 052 | −63,38 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 93 779 | −5,46 | 4 746 | −5,42 | ||||
| 2026-02-11 | 13F | TT Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Helium Advisors LLC | 166 111 | −2,47 | 8 407 | −2,44 | ||||
| 2026-04-08 | 13F | IMZ Advisory Inc | 398 526 | −0,12 | 20 169 | −0,08 | ||||
| 2026-02-11 | 13F | Endurance Services Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 54 168 | −8,47 | 2 741 | −8,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 53 418 | −27,89 | 2 694 | −28,10 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 29 682 | −13,32 | 1 502 | −13,28 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 271 640 | −2,12 | 13 748 | −2,08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 614 451 | −34,82 | 31 | −34,04 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 135 693 | −4,89 | 6 867 | −4,85 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 8 639 | −3,07 | 437 | −2,89 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 159 152 | −4,36 | 8 055 | −4,32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 402 461 | −15,22 | 172 199 | −15,19 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 12 558 | −38,47 | 636 | −38,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 235 144 | −14,90 | 11 901 | −15,15 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 246 | −37,02 | 114 | −37,22 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 13 026 | −16,48 | 657 | −16,73 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 70 346 | −11,03 | 3 560 | −11,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 60 762 | −4,20 | 3 064 | −4,84 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 119 932 | −27,13 | 6 072 | −27,06 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 122 289 | −13,87 | 6 189 | −13,84 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 78 680 | −34,90 | 3 982 | −34,88 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 70 913 | −1,55 | 3 589 | −1,51 | ||||
| 2026-01-09 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5 676 | −14,98 | 287 | −14,84 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 422 | −25,02 | 325 | −24,94 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 7 477 | −11,65 | 378 | −11,68 |
