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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Atwater Malick LLC | 2 576 | −5,78 | 266 | −4,66 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 180 449 | −20,11 | 14 132 | −38,95 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 924 | −0,28 | 406 | 0,75 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 12 740 | −92,35 | 1 318 | −92,27 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 2 906 | −2,52 | 303 | −0,98 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 11 220 | −10,60 | 1 149 | −11,49 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 3 013 | −16,26 | 312 | −15,49 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 21 431 | −67,38 | 2 216 | −67,06 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2 632 | −0,27 | 272 | 0,74 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6 019 | −0,38 | 623 | 0,65 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 634 015 | −40,40 | 65 576 | −39,80 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Ted Buchan & Co | 2 129 | −60,39 | 220 | −60,00 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 6 022 | −1,63 | 623 | −0,64 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 709 | −0,90 | 0 | |||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 68 208 | −3,47 | 7 055 | −2,18 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 23 795 | −20,02 | 2 472 | −18,90 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 11 | −45,00 | 1 | −50,00 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | JSF Financial, LLC | 142 972 | −34,11 | 14 788 | −33,44 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 9 949 | −60,41 | 1 029 | −59,99 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4 863 | −67,64 | 503 | −67,36 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 11 999 | −58,33 | 1 241 | −57,90 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-14 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 8 073 | −8,43 | 1 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 103 | −0,06 | 321 | 0,95 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5 374 | −37,40 | 556 | −36,79 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 18 493 | −33,33 | 1 913 | −32,68 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 3 516 | −48,72 | 364 | −48,22 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 21 738 | −8,05 | 2 248 | −7,11 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 5 577 | −0,96 | 577 | 0,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 21 190 | −7,66 | 2 192 | −6,73 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 7 708 | −2,18 | 797 | |||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 14 358 | −2,41 | 1 470 | −3,42 | ||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 806 | −38,47 | 83 | −38,06 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 402 | −67,10 | 42 | −67,20 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 143 | −38,63 | 15 | −39,13 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 942 661 | −30,36 | 97 452 | −29,68 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 1 194 | −83,57 | 122 | −83,75 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 29 584 | −0,66 | 3 060 | 0,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 115 282 | −14,75 | 11 924 | −13,89 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11 264 | −22,78 | 1 153 | −23,49 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 5 720 | −0,02 | 591 | 0,85 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3 112 | −4,72 | 322 | −3,89 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2 850 | −0,84 | 295 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 527 406 | −79,98 | 54 550 | −79,78 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 22 320 | −5,22 | 2 309 | −4,27 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 5 761 | −34,90 | 596 | −34,33 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 62 651 | −2,27 | 6 480 | −1,26 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 48 131 | −14,31 | 4 978 | −13,44 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 37 800 | −1,82 | 3 910 | −0,69 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 205 | −92,66 | 21 | −92,63 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 67 987 | −28,09 | 7 032 | −27,37 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28 831 | −0,26 | 2 982 | 0,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 11 393 | −11,91 | 1 178 | −11,03 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 5 276 | −56,68 | 546 | −56,26 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4 840 | −82,37 | 501 | −82,21 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 81 919 | −0,47 | 8 473 | 0,53 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 333 398 | −60,43 | 137 913 | −60,03 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2 564 | −1,50 | 265 | −0,38 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3 803 | −46,89 | 396 | −45,98 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 118 | −16,31 | 12 | −14,29 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 2 244 | −51,17 | 232 | −50,64 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 24 250 | −8,52 | 2 508 | 125 300,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4 906 | −39,43 | 507 | −38,84 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 2 275 | −0,04 | 235 | 0,86 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 65 935 | −4,86 | 6 820 | −3,89 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-09 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 173 642 | −10,59 | 18 | −10,53 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 44 500 | −45,73 | 4 603 | −45,18 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2 372 | −1,08 | 245 | 0,00 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 711 | −68,55 | 74 | −68,40 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 20 018 | −51,87 | 2 070 | −51,39 | ||||
| 2026-05-11 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 22 615 | −4,08 | 2 339 | −4,26 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 43 744 | −0,24 | 4 524 | 0,78 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 33 085 | −4,56 | 3 422 | −3,61 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | State Street Corp | 652 613 | −0,73 | 67 500 | 0,27 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 24 507 | −2,00 | 2 535 | −1,02 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 308 576 | −10,61 | 31 916 | −9,70 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3 590 | −5,28 | 371 | −4,38 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2 177 | −0,91 | 225 | 0,45 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 32 534 | −4,06 | 3 365 | −3,11 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 5 861 | −21,67 | 606 | −20,89 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 6 405 | −0,93 | 662 | −0,15 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 59 223 | −1,42 | 6 122 | −0,47 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 983 845 | −23,74 | 101 759 | −22,96 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 33 185 | −0,50 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 77 352 | −0,23 | 8 000 | 0,78 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3 808 | −21,77 | 394 | −21,08 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 7 382 | −83,63 | 764 | −83,47 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 76 | −27,62 | 8 | −30,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 135 121 | −1,72 | 13 976 | −0,72 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 38 | −15,56 | 4 | −25,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1 956 | −88,31 | 200 | −88,43 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 36 382 | −4,14 | 3 763 | −2,92 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 17 102 | −2,72 | 1 769 | −1,78 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 36 260 | −2,30 | 3 750 | −1,32 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 11 | −8,33 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 4 655 | −1,94 | 482 | −1,03 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 9 699 | −91,45 | 1 003 | −91,37 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4 327 | −36,18 | 448 | −35,59 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 95 327 | −2,46 | 9 860 | −1,47 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 15 729 | −0,82 | 1 627 | 0,06 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 5 801 | −1,96 | 600 | −0,99 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 5 058 | −0,96 | 523 | 0,19 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 233 | −0,85 | 541 | 0,19 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2 621 | −63,97 | 271 | −63,58 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 2 849 | −58,16 | 295 | −57,82 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 5 738 | −1,66 | 593 | −0,67 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 10 006 | −43,81 | 1 035 | −43,28 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 4 580 | −4,80 | 474 | −3,86 | ||||
| 2026-02-11 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 18 220 | −3,73 | 1 884 | −2,74 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 117 444 | −8,19 | 12 147 | −7,25 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 15 906 | −6,34 | 1 645 | −5,35 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 179 257 | −58,18 | 18 532 | −57,77 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5 139 | −30,93 | 533 | −30,73 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 548 | −5,19 | 57 | −5,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3 280 | −27,94 | 339 | −27,25 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1 953 | −2,74 | 202 | −1,46 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 35 126 | −9,79 | 3 622 | −9,13 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 12 260 | −2,80 | 1 264 | −2,09 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 490 | −16,05 | 671 | −15,17 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 830 | −39,42 | 86 | −39,29 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 13 467 | −9,47 | 1 393 | −8,60 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 480 | −67,28 | 360 | −67,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4 240 | −1,19 | 441 | 0,23 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2 143 | −0,92 | 222 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | New England Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 4 932 | −50,00 | 510 | −49,50 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 170 271 | −2,05 | 17 611 | −1,05 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 48 839 | −14,19 | 5 051 | −13,32 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 17 583 | −67,41 | 1 819 | −67,09 | ||||
| 2026-05-12 | 13F | Creative Planning | 274 824 | −5,94 | 28 425 | −4,98 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 300 | −59,13 | 31 | −58,67 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 4 857 | −51,22 | 502 | −50,74 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2 794 | −32,85 | 286 | −33,49 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 33 552 | −88,00 | 3 470 | −87,88 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 7 172 | −7,74 | 742 | −6,79 | ||||
| 2026-05-01 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 6 938 | −5,49 | 718 | −4,53 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 650 096 | −40,59 | 67 239 | −39,99 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 10 514 | −42,14 | 1 087 | −41,56 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 29 786 | −4,10 | 3 081 | −3,14 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 2 848 | −42,95 | 295 | −42,47 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 348 215 | −3,98 | 36 016 | −3,00 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 18 314 | −3,64 | 1 894 | −2,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3 418 | −2,23 | 354 | −1,12 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 30 820 | −20,59 | 3 188 | −19,78 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 45 890 | −3,60 | 4 746 | −2,61 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1 069 | −1,75 | 111 | −0,90 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 29 899 | −20,51 | 3 101 | −19,50 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 299 | −25,44 | 31 | −26,83 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8 461 | −2,78 | 875 | −1,80 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 505 346 | −2,41 | 52 268 | −1,42 | ||||
| 2026-01-20 | 13F | JB Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 5 016 | −1,28 | 519 | −0,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2 146 | −39,16 | 222 | −38,78 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 210 983 | −1,09 | 21 822 | −0,08 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 68 258 | −0,75 | 7 060 | 0,26 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 150 | −79,59 | 16 | −80,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 24 589 | −4,51 | 2 543 | −3,53 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27 | −67,47 | 3 | −75,00 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1 147 | −1,29 | 119 | 0,00 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 23 994 | −7,51 | 2 482 | −6,59 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 9 209 | −37,70 | 953 | −37,08 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 18 470 | −7,63 | 1 910 | −6,74 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 30 097 | −8,87 | 3 113 | −7,96 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 467 | −29,28 | 1 379 | −29,98 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3 551 | −7,57 | 367 | −6,62 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 10 070 | −28,46 | 1 041 | −27,76 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 834 | −23,54 | 810 | −22,78 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 14 543 | −22,48 | 1 504 | −21,67 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 42 584 | −90,59 | 4 404 | −90,49 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 5 275 | −1,90 | 546 | −0,91 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 23 057 | −1,96 | 2 385 | −0,96 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 629 364 | −0,64 | 64 916 | 0,36 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 17 926 | −13,00 | 1 854 | −12,09 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 0 | −100,00 | 0 | |||||
| 2026-05-22 | 13F/A | Summitry Llc | 335 086 | −3,65 | 34 658 | −2,67 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5 137 | −0,10 | 531 | 0,95 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2 414 | −1,71 | 250 | −0,80 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 18 219 | −18,76 | 1 884 | −17,94 | ||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 2 067 | −1,48 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 110 494 | −13,96 | 11 428 | −13,53 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 53 904 | −0,85 | 5 575 | 0,16 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 528 613 | −52,62 | 54 668 | −52,15 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 824 | −24,15 | 1 223 | −23,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 | −50,00 | 0 | |||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 24 319 | −0,24 | 2 515 | 0,80 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3 885 | −42,14 | 402 | −41,63 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 7 343 | −18,13 | 760 | −17,32 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6 628 | −4,12 | 686 | −3,11 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2 906 | −40,28 | 301 | −39,76 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 16 801 | −46,42 | 1 739 | −45,89 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 39 814 | −66,01 | 4 118 | −65,67 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 561 | −35,71 | 679 | −35,06 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 3 344 | −3,88 | 346 | −3,09 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 2 896 | −7,74 | 299 | −6,85 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 43 484 | −27,35 | 4 498 | −26,62 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 48 923 | −2,55 | 5 060 | −1,56 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 157 585 | −5,72 | 16 299 | −4,76 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 39 049 | −31,49 | 4 039 | −30,81 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 189 | −69,93 | 330 | −69,68 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 3 068 | −26,92 | 317 | −26,11 | ||||
| 2026-05-07 | 13F | First National Trust Co | 107 629 | −27,21 | 11 132 | −26,47 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7 794 | −35,75 | 806 | −35,05 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 126 645 | −2,47 | 12 994 | −2,26 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 51 455 | −17,62 | 5 322 | −16,78 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 6 435 | −0,77 | 666 | 0,30 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 4 567 | −84,64 | 472 | −84,49 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 178 430 | −1,00 | 18 | −99,90 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 508 001 | −1,67 | 52 364 | −1,01 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 24 590 | −13,97 | 2 543 | −13,15 | ||||
| 2026-01-16 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 925 | −5,87 | 509 | −4,86 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 225 | −15,09 | 23 | −14,81 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4 746 | −1,45 | 491 | −0,61 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 19 631 | −27,04 | 2 030 | −26,32 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 5 642 | −79,36 | 585 | −79,16 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 7 507 | −4,35 | 776 | −3,36 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 2 075 | −26,63 | 215 | −25,95 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 12 394 | −4,29 | 1 282 | −3,32 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 20 | −75,00 | 2 | −75,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 79 | −28,83 | 8 | −27,27 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 2 539 | −6,34 | 263 | −5,42 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 47 | −17,54 | 5 | −20,00 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4 083 | −35,42 | 422 | −34,78 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2 769 | −2,36 | 286 | −1,38 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 5 506 | −2,96 | 564 | −3,92 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 351 679 | −19,47 | 36 265 | −18,89 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 11 467 | −11,86 | 1 186 | −10,96 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6 831 | −97,73 | 707 | −97,71 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 99 023 | −0,58 | 10 242 | 0,42 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3 071 | −80,28 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1 001 | −3,19 | 104 | −1,90 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2 098 | −66,67 | 217 | −66,46 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 42 785 | −1,43 | 4 425 | −0,43 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 10 956 | −4,00 | 1 133 | −3,00 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 43 653 | −19,48 | 4 510 | −18,84 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 480 | −1,25 | 1 498 | −0,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 102 667 | −0,06 | 10 619 | 0,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6 982 | −15,23 | 722 | −14,35 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 2 233 | −66,09 | 231 | −65,73 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 49 030 | −25,97 | 5 071 | −25,22 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3 482 | −0,20 | 360 | 0,84 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 19 441 | −1,89 | 2 011 | −0,89 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 7 902 | −47,13 | 1 | −100,00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 86 432 | −4,08 | 8 940 | −3,10 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 3 988 | −1,24 | 412 | −0,24 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 9 920 | −21,60 | 1 026 | −20,77 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 3 001 | −0,76 | 310 | 0,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 404 | −71,02 | 42 | −71,13 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 1 000 | −75,37 | 103 | −75,18 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 10 653 | −69,81 | 1 102 | −69,52 | ||||
| 2026-01-16 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 3 294 | −27,98 | 341 | −27,35 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 3 344 | −3,88 | 346 | −3,09 |
