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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4 616 | −7,88 | 331 | −2,37 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5 195 | −28,58 | 372 | −24,39 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 326 591 | −14,71 | 23 387 | −9,71 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 3 420 | −37,06 | 245 | −56,51 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 3 593 | −54,41 | 257 | −51,78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 222 930 | −91,67 | 15 964 | −91,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 143 348 | −4,08 | 10 265 | 1,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 585 | −26,23 | 42 | −22,64 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 17 649 | −0,51 | 1 264 | 5,34 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 57 950 | −1,26 | 4 150 | 4,54 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 835 | −28,41 | 203 | −23,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 129 971 | −21,15 | 9 307 | −16,52 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 77 685 | −0,40 | 5 877 | 11,39 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 5 529 | −36,05 | 396 | −32,36 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 235 777 | −2,64 | 16 884 | 3,08 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 7 833 | −61,61 | 561 | −59,42 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 9 255 | −31,23 | 663 | −27,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 336 000 | −28,10 | 24 061 | −23,88 | |||
| 2026-05-06 | 13F | Assetmark, Inc | 515 | −99,50 | 37 | −99,48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 197 836 | −2,22 | 14 167 | 3,52 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2 995 | −25,03 | 214 | −20,74 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 200 | −27,54 | 14 | −22,22 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 648 | −70,11 | 46 | −68,49 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 273 022 | −10,69 | 19 551 | −5,45 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 83 075 | −6,96 | 5 949 | −1,49 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 084 | −3,35 | 221 | 2,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 648 | −57,03 | 261 | −54,53 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3 740 | −1,32 | 268 | 4,30 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 56 100 | −22,62 | 4 017 | −25,82 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 13 475 | −24,18 | 965 | −19,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 116 | −49,33 | 1 079 | −46,55 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40 414 | −1,05 | 2 894 | 4,78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 024 | −50,84 | 73 | −47,86 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4 991 | −2,41 | 357 | 3,48 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 25 199 | −49,19 | 1 804 | −46,21 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 10 577 | −7,40 | 715 | 40,75 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 27 024 | −1,39 | 1 935 | 4,43 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 37 851 | −53,19 | 2 711 | −50,45 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 254 683 | −16,34 | 18 238 | −11,43 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3 642 | −33,33 | 261 | −29,54 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10 658 | −5,15 | 762 | 0,13 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 69 938 | −17,84 | 5 008 | −13,01 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 157 802 | −2,66 | 11 300 | 3,06 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1 000 | −12,43 | 72 | −7,79 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 890 | −26,98 | 279 | −22,78 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 66 310 | −54,63 | 4 748 | −51,97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Independent Financial Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 388 864 | −36,63 | 27 847 | −32,91 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13 491 | −1,79 | 966 | 6,04 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 55 414 | −58,41 | 3 968 | −55,97 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 10 165 | −24,15 | 728 | −19,76 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3 293 | −43,29 | 236 | −40,05 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 227 025 | −21,14 | 15 356 | 127 858,33 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 188 523 | −11,60 | 13 500 | −6,41 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 48 340 | −13,06 | 3 462 | −7,95 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2 845 | −9,88 | 204 | −4,69 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21 194 | −27,84 | 1 518 | −23,62 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1 247 | −95,76 | 89 | −95,53 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Point Capital, Lp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 252 039 | −5,72 | 18 049 | −0,23 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 16 771 | −9,51 | 1 201 | −4,23 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 668 452 | −9,44 | 47 868 | −4,12 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 533 | −70,63 | 1 041 | −68,93 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 18 227 | −16,78 | 1 305 | −11,88 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 19 | −98,82 | 1 | −98,59 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1 001 | −95,90 | 72 | −95,70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 197 687 | −37,41 | 14 156 | −33,74 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 10 | −90,20 | 1 | −100,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 691 | −98,59 | 49 | −98,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 13 617 | −0,31 | 975 | 5,63 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 52 035 | −13,22 | 3 726 | −8,11 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 874 | −30,55 | 277 | −26,53 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 36 094 | −2,77 | 2 585 | 2,91 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 22 784 | −7,04 | 1 632 | −1,57 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 11 660 | −78,59 | 835 | −77,36 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 462 | −20,96 | 534 | −16,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 50 754 | −23,34 | 3 634 | −18,85 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 72 000 | −6,49 | 5 156 | −1,02 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 11 430 | −1,21 | 819 | 4,60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 224 712 | −10,55 | 16 091 | −5,30 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 370 | −14,98 | 385 | −10,07 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 887 | −37,29 | 5 363 | −33,61 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 62 976 | −71,57 | 4 510 | −69,90 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3 679 | −32,84 | 263 | −28,92 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 4 800 | −31,43 | 344 | −27,48 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 19 480 | −80,10 | 1 395 | −78,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 66 576 | −27,53 | 4 768 | −23,29 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 43 359 | −36,46 | 3 105 | −32,74 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6 178 | −67,29 | 442 | −65,39 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 059 | −12,17 | 577 | −13,10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 7 042 | −10,43 | 504 | −5,08 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6 244 | −4,37 | 447 | 1,36 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 12 617 | −0,53 | 904 | 5,37 | ||||
| 2026-05-04 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 38 666 | −17,99 | 2 769 | −13,20 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 12 931 | −60,27 | 875 | −39,60 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 51 044 | −3,98 | 3 655 | 1,67 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 33 525 | −1,80 | 2 401 | 3,94 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 15 249 | −12,78 | 1 092 | −7,70 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 503 923 | −27,62 | 36 086 | −23,38 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 9 702 | −79,47 | 695 | −78,28 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 156 093 | −5,29 | 11 178 | 0,27 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 3 905 | −52,42 | 280 | −49,73 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 9 890 | −67,15 | 708 | −65,23 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 1 000 | −66,67 | 72 | −64,85 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 172 | −2,82 | 12 | 9,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 518 100 | −3,45 | 37 101 | 2,22 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 24 050 | −20,95 | 1 722 | −16,29 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 3 842 | −81,05 | 275 | −79,94 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 51 457 | −8,29 | 3 685 | −2,64 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 36 672 | −33,72 | 3 | −33,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 68 440 | −22,73 | 4 901 | −18,21 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5 503 | −14,81 | 394 | −9,63 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (USA) Corp | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 23 735 | −26,47 | 1 640 | −34,32 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192 659 | −53,94 | 13 796 | −51,23 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 156 | −77,77 | 298 | −76,50 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 8 | −99,08 | 1 | −100,00 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 6 565 | −47,27 | 470 | −44,18 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 793 | −49,65 | 773 | −46,72 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 11 006 | −29,15 | 788 | −24,95 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 18 159 | −76,65 | 1 | −80,00 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3 580 | −83,24 | 257 | −82,20 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 14 365 | −51,19 | 1 029 | −48,34 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13 411 | −21,41 | 960 | −16,81 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 10 223 | −16,46 | 732 | −11,49 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21 259 | −33,13 | 1 522 | −29,21 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 25 285 | −10,13 | 1 811 | −4,89 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Connective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9 030 | −6,23 | 647 | −0,77 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Wright Wealth Llc | 4 811 | −52,39 | 344 | −49,63 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 41 243 | −8,87 | 2 953 | −3,53 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 14 767 | −15,76 | 1 057 | −10,80 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 5 276 | −61,62 | 354 | −62,08 | ||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 51 425 | −4,08 | 3 683 | 1,54 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 46 761 | −16,96 | 3 349 | −12,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 10 197 | −5,03 | 730 | 0,55 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 227 539 | −30,35 | 87 904 | −26,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 986 | −72,61 | 142 | −71,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16 943 | −43,08 | 1 213 | −39,74 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23 692 | −5,88 | 1 603 | 43,16 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 130 | −1,11 | 224 | 4,67 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4 095 | −3,83 | 293 | 1,74 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3 870 | −81,76 | 277 | −80,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 383 | −41,08 | 27 | −37,21 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 77 307 | −22,61 | 5 536 | −18,07 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 24 189 | −16,47 | 1 732 | −11,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 118 076 | −96,13 | 7 876 | −96,19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26 049 | −52,43 | 1 865 | −49,65 |
