VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF - Institutionellt ägande - Säljare

Vanguard Specialized Funds - Vanguard Real Estate ETF
US ˙ ARCA ˙ US9229085538

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
(%)
2026-01-07 13F Private Client Services, Llc 0 −100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 11 580 −8,65 1 027 −8,39
2026-05-08 13F Equity Wealth Partners, LLC 2 676 −7,15 237 −7,06
2026-04-20 13F FSC Wealth Advisors, LLC 0 −100,00 0
2026-05-13 13F Elm Partners Management LLC 93 988 −2,12 8 208 −3,41
2026-02-12 13F Litman Gregory Asset Management LLC 16 011 −0,68 1 417 −3,87
2026-05-12 13F M Holdings Securities, Inc. 26 242 −15,26 2 0,00
2026-04-28 13F Berger Financial Group, Inc 2 719 −1,95 241 −1,63
2026-05-15 13F Fiduciary Trust Co 61 338 −1,67 5 441 −1,43
2026-05-14 13F Strategic Financial Planning, Inc. 0 −100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 31 801 −1,97 2 821 −1,74
2026-05-06 13F Proffitt & Goodson Inc 40 484 −0,07 3 591 0,14
2026-01-09 13F Diversified Trust Co 0 −100,00 0 −100,00
2026-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2026-05-15 13F Bramshill Investments, LLC 9 000 −10,00 798 −9,73
2026-04-29 13F Sageworth Trust Co 0 −100,00 0
2026-05-05 13F Legacy Advisors, LLC 2 646 −3,04 235 −2,90
2026-04-21 13F Patton Albertson Miller Group, Llc 12 429 −0,79 1 102 −0,54
2026-04-22 13F Traveka Wealth, LLC 56 090 −0,82 4 975 −0,58
2026-05-12 13F/A Signature Securities Group Corporation 15 745 −5,20 1 397 −4,97
2026-04-10 13F Aquire Wealth Advisors, LLC 16 600 −14,71 1 472 −14,52
2026-05-04 13F Retirement Planning Group 31 758 −5,71 2 817 −5,50
2026-05-11 13F Arrow Financial Corp 6 164 −6,38 547 −6,19
2026-04-15 13F Signature Estate & Investment Advisors Llc 26 683 −0,37 2 367 −0,13
2026-05-14 13F Johnson Financial Group, LLC 209 248 −1,00 18 560 −0,76
2026-04-08 13F NorthCrest Asset Manangement, LLC 14 496 −30,79 1 308 −29,66
2026-04-21 13F Dougherty Wealth Advisers LLC 1 −100,00 0 −100,00
2026-04-24 13F Old Peak Finance LLC 5 174 −12,33 459 −12,26
2026-05-12 13F Focused Alpha, Llc 2 722 −4,76 241 −4,37
2026-04-08 13F Inspirion Wealth Advisors, Llc 0 −100,00 0
2026-04-24 13F Oakworth Capital, Inc. 1 494 −1,84 133 −1,49
2026-05-13 13F Kingdom Financial Group LLC. 488 −26,95 43 −27,12
2026-04-24 13F Slow Capital, Inc. 17 149 −0,75 1 521 −0,52
2026-01-30 13F BancorpSouth Bank 0 −100,00 0
2026-04-09 13F Peterson Wealth Advisors, LLC 100 600 −19,67 8 923 −19,47
2026-04-21 13F Old Second National Bank Of Aurora 26 776 −63,24 2 375 −63,15
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-02-04 13F Naples Global Advisors, Llc 0 −100,00 0
2026-04-23 13F Simmons Bank 18 811 −0,79 1 669 −0,54
2026-05-14 13F Capital Fund Management S.a. Call 0 −100,00 0
2026-05-14 13F Capital Fund Management S.a. Put 0 −100,00 0
2026-02-17 13F Prostatis Group LLC 0 −100,00 0
2026-05-15 13F MGO Private Wealth, LLC 0 −100,00 0
2026-04-27 13F BIP Wealth, LLC 7 292 −8,29 647 −8,11
2026-04-08 13F Grove Bank & Trust 41 013 −70,87 3 638 −70,81
2026-05-13 13F AE Wealth Management LLC 18 665 −20,78 1 656 −20,59
2026-05-13 13F NewEdge Wealth, LLC 28 433 −1,16 2 522 −0,90
2026-05-07 13F Lyell Wealth Management, Lp 3 145 −34,21 279 −34,12
2026-02-17 13F Caisse De Depot Et Placement Du Quebec 0 −100,00 0
2026-05-01 13F Coordinated Financial Services, Inc. 11 666 −19,09 1 035 −18,90
2026-05-05 13F UBS Group AG Put 0 −100,00 0
2026-04-16 13F Rockland Trust Co 22 547 −4,28 2 000 −4,08
2026-04-09 13F VERITY Wealth Advisors 22 848 −7,54 2 027 −7,32
2026-04-14 13F Focus Financial Network, Inc. 18 013 −23,20 1 598 −23,04
2026-05-19 13F Western Wealth Management, LLC 19 860 −26,65 1 762 −26,47
2026-01-28 13F Cabana Llc 0 −100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 3 816 −6,86 338 −6,63
2026-02-12 13F Leigh Baldwin & Co., Llc 0 −100,00 0
2026-04-27 13F NorthLanding Financial Partners, LLC 6 995 −75,99 620 −75,94
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-05-11 13F Viawealth, Llc 7 016 −18,01 622 −17,83
2026-05-04 13F H&H Retirement Design & Management INC 14 434 −3,24 1 387 3,43
2026-05-11 13F First National Bank Of Omaha 22 956 −66,42 2 023 −66,74
2026-04-22 13F Asset Allocation Strategies LLC 6 785 −9,64 602 −9,49
2026-04-07 13F Carolina Wealth Advisors, LLC 0 −100,00 0
2026-04-09 13F Tompkins Financial Corp 4 308 −4,29 382 −4,02
2026-04-21 13F Wedbush Securities Inc 37 288 −2,28 3 0,00
2026-05-13 13F Pinnacle Financial Group, LLC / IL 30 477 −6,22 2 703 −5,98
2026-02-05 13F United Bank 0 −100,00 0
2026-05-14 13F Peak6 Llc Call 6 900 −78,23 612 −78,18
2026-04-14 13F Tradewinds Capital Management, LLC 211 −12,81 19 −14,29
2026-04-27 13F Tsfg, Llc 319 −4,49 0
2026-04-24 13F Bayshore Asset Management, Llc 76 114 −0,67 6 751 −0,43
2026-04-09 13F Rockingstone Advisors LLC 3 854 −2,03 342 −2,01
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 24 691 −3,88 2 190 −3,65
2026-05-01 13F Martel Wealth Advisors Inc 10 572 −1,39 938 −1,16
2026-05-13 13F Bank Of Montreal /can/ 640 886 −2,17 56 847 −1,94
2026-04-24 13F Deltec Asset Management Llc 0 −100,00 0
2026-04-30 13F LRI Investments, LLC 164 784 −2,06 14 616 −1,83
2026-04-29 13F Duncker Streett & Co Inc 7 570 −1,68 671 −1,47
2026-05-06 13F HighMark Wealth Management LLC 0 −100,00 0
2026-01-27 13F Friedenthal Financial 0 −100,00 0
2026-04-09 13F Aletheian Wealth Advisors LLC 64 763 −3,06 5 744 −5,94
2026-05-08 13F Guidance Capital, Inc 0 −100,00 0
2026-04-27 13F Sound Income Strategies, LLC 21 156 −2,82 1 883 −6,60
2026-05-12 13F Benson Wealth Management INC 96 −1,03 9 0,00
2026-04-16 13F Sentinel Pension Advisors Inc 11 999 −0,83 1 064 −0,56
2026-05-14 13F Hazlett, Burt & Watson, Inc. 348 −20,91 0
2026-05-12 13F Northwest Bancshares, Inc. 4 308 −8,20 382 −7,95
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 −100,00 0
2026-02-17 13F Sky-mountain Capital Management, Inc. 0 −100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 7 564 −0,70 671 −0,59
2026-02-03 13F Cheviot Value Management, LLC 0 −100,00 0
2026-05-07 13F Fidato Wealth LLC 7 931 −0,99 703 −0,71
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11 347 −27,38 1 006 −27,21
2026-05-01 13F Mountain Hill Investment Partners Corp. 11 −90,09 1 −100,00
2026-04-27 13F Plimoth Trust Co Llc 14 742 −7,01 1 308 −6,78
2026-05-01 13F Wealthspire Advisors, LLC 227 724 −4,53 20 199 −4,30
2026-04-24 13F Patten Group, Inc. 2 489 −3,23 221 −3,08
2026-05-11 13F Aprio Wealth Management, LLC 63 359 −10,84 5 620 −11,15
2026-05-06 13F Frontier Asset Management, LLC 35 690 −0,89 3 166 −0,66
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-05-07 13F Washington Trust Bank 0 −100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 1 710 −3,77 0
2026-05-14 13F Modern Wealth Management, LLC 84 590 −0,36 7 530 0,24
2026-04-16 13F First Merchants Corp 12 200 −14,99 1 082 −14,74
2026-05-13 13F Allie Family Office LLC 64 919 −1,28 5 758 −1,05
2026-04-10 13F Integris Wealth Management, LLC 14 527 −5,26 1 289 −5,01
2026-05-11 13F Smith Partners Wealth Management, LLC 7 962 −23,02 706 −22,84
2026-05-14 13F Trustmark National Bank Trust Department 13 435 −17,25 1 192 −17,06
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-11 13F Pathstone Holdings, LLC 679 688 −1,53 60 288 −1,29
2026-05-12 13F Leavell Investment Management, Inc. 16 622 −7,08 1 474 −6,83
2026-05-12 13F Motley Fool Wealth Management, LLC 18 575 −3,16 1 648 −2,95
2026-04-14 13F Wealthcare Advisory Partners LLC 47 941 −62,14 4 252 −62,05
2026-04-30 13F Base Wealth Management LLC 3 805 −9,75 337 −9,65
2026-04-30 13F Independence Bank of Kentucky 11 621 −2,15 1 031 −1,90
2026-05-05 13F Newbridge Financial Services Group, Inc. 129 −60,06 11 −60,71
2026-05-01 13F Valmark Advisers, Inc. 158 608 −2,19 14 068 −1,97
2026-05-15 13F DT Investment Partners, LLC 13 826 −2,79 1 226 −2,54
2026-05-14 13F Chandler Asset Management, Inc. 358 258 −14,38 31 777 −14,17
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 19 827 −0,45 1 759 −4,30
2026-05-06 13F Modera Wealth Management, LLC 113 440 −0,77 10 062 −0,52
2026-04-24 13F Axis Wealth Partners, LLC 3 070 −0,81 272 −0,37
2026-05-13 13F Adviser Investments LLC 24 748 −2,35 2 195 −2,10
2026-05-08 13F SHP Wealth Management 519 −5,46 46 −4,17
2026-04-21 13F Fingerlakes Wealth Management, Inc. 8 250 −4,95 732 −4,82
2026-01-30 13F Canandaigua National Bank & Trust Co 38 681 −7,66 3 423 −10,63
2026-05-02 13F Burton Enright Welch 16 742 −3,49 1 485 −3,26
2026-05-13 13F First Trust Advisors Lp 2 889 −2,17 256 −1,92
2026-04-30 13F Costello Asset Management, INC 683 −18,79 61 −18,92
2026-04-30 13F Csenge Advisory Group 0 −100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 52 823 −9,34 4 993 −5,36
2026-05-01 13F Evolution Advisers, Inc. 20 −82,76 0
2026-04-10 13F Finward Bancorp 2 812 −1,75 249 −1,58
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1 297 −2,26 115 −1,71
2026-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2026-04-23 13F Balanced Wealth Group Llc 54 798 −2,30 4 861 −5,36
2026-05-14 13F MetLife Investment Management, LLC 12 100 −42,33 1 073 −42,19
2026-05-07 13F Resolute Advisors LLC 3 006 −0,76 267 −0,75
2026-04-01 13F Bangor Savings Bank 6 628 −30,83 588 −30,70
2026-02-12 13F Commonwealth Equity Services, Llc 658 393 −8,07 58 261 89 532,31
2026-05-12 13F Sumitomo Life Insurance Co 266 083 −51,60 23 602 −51,49
2026-04-06 13F Miller Global Investments, LLC 1 203 −6,16 107 −6,19
2026-04-29 13F/A Salem Investment Counselors Inc 6 881 −6,77 610 −6,58
2026-04-17 13F/A Founders Financial Securities Llc 5 480 −33,20 508 −29,93
2026-04-07 13F Howard Financial Services, Ltd. 0 −100,00 0
2026-05-11 13F Wealth Dimensions Group, Ltd. 12 139 −0,81 1 077 −0,55
2026-05-08 13F Red Wave Investments LLC 56 136 −8,18 4 979 −7,95
2026-05-15 13F Parvin Asset Management, LLC 0 −100,00 0
2026-04-21 13F Grimes & Company, Inc. 0 −100,00 0
2026-05-06 13F Berkeley Capital Partners, LLC 4 220 −84,04 374 −84,01
2026-05-12 13F Tocqueville Asset Management L.p. 8 019 −19,37 711 −19,20
2026-02-13 13F Marshall Wace, Llp Call 0 −100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 −100,00 0
2026-05-05 13F IMC-Chicago, LLC 18 837 −55,97 1 671 −55,89
2026-05-14 13F North Dallas Bank & Trust Co 13 815 −0,36 1 225 −0,08
2026-05-07 13F AlphaCentric Advisors LLC 1 075 −53,64 95 −53,66
2026-05-15 13F Common Fund For Nonprofit Organizations 266 709 −1,70 23 657 −1,47
2026-04-20 13F Peoples Financial Services Corp. 11 316 −1,69 1 004 −1,47
2026-05-14 13F SlateStone Wealth, LLC 9 552 −1,01 1
2026-05-12 13F Anchor Capital Advisors Llc 3 728 −1,51 331 −1,20
2026-02-05 13F Security National Bank 0 −100,00 0
2026-04-22 13F Motco 8 430 −0,32 748 −0,13
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 12 620 −17,31 1 119 −17,11
2026-05-15 13F Kcm Investment Advisors Llc 84 283 −10,73 7 476 −10,52
2026-05-12 13F Kovack Advisors, Inc. 14 607 −32,10 1 300 −31,69
2026-04-27 13F Strathmore Capital Advisors, Inc. 0 −100,00 0
2026-05-11 13F American Money Management, LLC 2 569 −8,41 228 −8,47
2026-05-14 13F Rockbridge Investment Management, LCC 16 482 −4,39 1 462 −4,20
2026-05-01 13F Connecticut Wealth Management, LLC 86 251 −7,84 7 650 −7,62
2026-04-15 13F Merit Financial Group, LLC 65 407 −0,19 5 802 0,05
2026-04-27 13F Thrive Capital Management, LLC 48 437 −0,99 4 296 −0,74
2026-04-02 13F Aspect Partners, LLC 591 −46,66 52 −46,94
2026-05-01 13F Ruedi Wealth Management, Inc. 9 544 −2,36 847 −2,20
2026-04-28 13F Peak Financial Management, Inc. 3 248 −13,22 288 −12,99
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 700 000 −12,50 62 090 −12,29
2026-05-08 13F Blair William & Co/il 130 414 −3,01 11 568 −2,78
2026-04-27 13F Koshinski Asset Management, Inc. 8 474 −3,49 957 −3,34
2026-05-15 13F Quarry LP 0 −100,00 0
2026-04-07 13F Central Bank & Trust Co 7 210 −0,10 640 0,16
2026-05-15 13F Morgan Stanley 9 780 002 −1,12 867 486 −0,88
2026-05-14 13F Andrews Advisory Associates, LLC 14 524 −47,94 1 288 −47,81
2026-02-04 13F Catalyst Financial Partners Llc 0 −100,00 0
2026-05-15 13F Larson Financial Group LLC 13 278 −2,63 1 178 −2,40
2026-04-08 13F Sharper & Granite LLC 3 317 −35,55 294 −35,38
2026-04-20 13F Trust Co Of Oklahoma 5 108 −0,12 453 0,22
2026-04-22 13F Networth Advisors, LLC 158 −25,12 14 −22,22
2026-05-12 13F Warwick Investment Management, Inc. 40 667 −6,43 3 607 −6,19
2026-04-22 13F Bluesphere Advisors, LLC 5 284 −2,58 469 −2,50
2026-04-20 13F Leeward Financial Partners, LLC 6 707 −86,02 595 −86,01
2026-04-15 13F NorthAvenue LLC 0 −100,00 0
2026-04-17 13F James J. Burns & Company, LLC 4 951 −14,78 439 −14,59
2026-05-06 13F Brio Consultants, LLC 11 226 −3,80 1 075 4,07
2026-04-29 13F FIDELIS iM, LLC 81 604 −10,54 7 238 −10,32
2026-04-06 13F Sincerus Advisory, LLC 13 594 −0,64 1 206 −0,41
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2 718 −12,41 241 −12,04
2026-05-07 13F Winthrop Partners - Wny, Llc 11 357 −2,45 1 007 −2,23
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-05 13F One Day In July LLC 34 053 −8,08 3 021 −7,87
2026-05-11 13F Nomura Asset Management Co Ltd 0 −100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 3 047 −0,65 279 1,83
2026-02-17 13F MGB Wealth Management, LLC 3 −99,87 0 −100,00
2026-05-07 13F Rothschild Investment Llc 15 596 −2,46 1 383 −2,19
2026-04-16 13F Lexington Hill Partners, LLC 9 557 −8,11 848 −7,93
2026-05-01 13F Ferguson Wellman Capital Management, Inc 4 949 −1,57 439 −1,35
2026-05-11 13F Umb Bank N A/mo 64 165 −2,95 5 691 −2,72
2026-05-11 13F Citigroup Inc 55 929 −93,50 4 961 −93,48
2026-05-01 13F Midwest Trust Co 375 744 −39,80 33 328 −39,66
2026-05-04 13F Bridges Investment Management Inc 6 093 −9,87 540 −9,70
2026-04-29 13F Efficient Advisors, LLC 537 829 −11,35 47 705 −11,14
2026-05-14 13F Lbmc Investment Advisors, Llc 92 164 −0,53 8 175 −0,29
2026-05-18 13F Chesapeake Wealth Management 9 761 −0,17 866 0,00
2026-05-14 13F Van Hulzen Asset Management, LLC 2 560 −1,99 227 −1,73
2026-05-14 13F Proficio Capital Partners LLC 24 015 −1,25 2 130 −1,02
2026-04-20 13F Dopkins Wealth Management, Llc 13 369 −4,72 1 186 −4,51
2026-05-11 13F Bailard, Inc. 91 987 −29,60 8 159 −29,43
2026-04-28 13F Sage Rhino Capital Llc 3 117 −1,73 277 −1,43
2026-05-08 13F Russell Investments Group, Ltd. 3 088 −11,90 274 −11,94
2026-05-11 13F POM Investment Strategies, LLC 43 −86,52 4 −89,29
2026-04-10 13F Windsor Capital Management, LLC 11 878 −4,40 1 054 −4,19
2026-05-12 13F WorthPointe, LLC 0 −100,00 0
2026-04-23 13F Marquette Asset Management, LLC 1 250 −3,85 111 −4,35
2026-05-15 13F Core Wealth Advisors, Inc. 0 −100,00 0
2026-05-15 13F IMG Wealth Management, Inc. 0 −100,00 0
2026-04-21 13F Wesbanco Bank Inc 13 165 −5,48 1 168 −5,28
2026-05-11 13F Ellevest, Inc. 6 176 −0,27 548 −0,18
2026-04-29 13F Rockwood Wealth Management, LLC 175 751 −1,84 15 589 −1,61
2026-05-15 13F Alliancebernstein L.p. 144 972 −0,87 12 829 −0,87
2026-04-10 13F Magnus Financial Group LLC 12 018 −0,15 1 066 0,00
2026-05-08 13F New England Private Wealth Advisors LLC 2 977 −6,74 264 −6,38
2026-04-20 13F ABLE Financial Group, LLC 0 −100,00 0
2026-04-13 13F Foster Group, Inc. 10 621 −24,05 942 −23,85
2026-05-11 13F MainStreet Investment Advisors LLC 4 451 −3,43 395 −3,19
2026-05-12 13F Pacific Center for Financial Services 35 052 −80,09 3 109 −80,69
2026-02-17 13F SageView Advisory Group, LLC 11 036 −6,36 977 −9,38
2026-05-12 13F Aspiriant, Llc 37 162 −2,16 3 296 −1,93
2026-04-13 13F Arwa Llc 2 448 −13,01 227 −8,84
2026-04-28 13F Fee-Only Financial Planning, L.C. 3 386 −5,58 300 −5,36
2026-05-11 13F Thompson Siegel & Walmsley Llc 9 170 −31,19 1 −100,00
2026-05-15 13F Equitable Holdings, Inc. 18 067 −8,89 1 599 −8,89
2026-04-17 13F Berman McAleer LLC 8 379 −6,68 743 −6,42
2026-05-15 13F National Philanthropic Trust 0 −100,00 0 −100,00
2026-04-07 13F CoreCap Advisors, LLC 5 681 −37,46 504 −37,36
2026-02-11 13F Rise Advisors, LLC 0 −100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 3 598 −3,07 319 −2,74
2026-04-16 13F MontVue Capital Management, Inc. 4 860 −1,60 431 −1,37
2026-02-13 13F Total Wealth Planning, Llc 4 479 −93,35 396 −93,56
2026-04-27 13F Cresta Advisors, Ltd. 0 −100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 100 −44,75 9 −50,00
2026-04-08 13F Hardin Capital Partners, LLC 25 734 −0,05 2 283 0,18
2026-05-08 13F Mosaic Financial Group, Llc 4 435 −1,29 0
2026-05-13 13F Carter Financial, LLC 31 197 −10,77 2 767 −10,54
2026-04-09 13F ASL Financial, LLC 0 −100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 3 358 966 −0,35 297 940 −0,11
2026-05-15 13F Cohen & Steers, Inc. 61 486 −82,51 5 −83,87
2026-05-13 13F Old North State Trust, LLC 0 −100,00 0
2026-05-11 13F Howard Wealth Management, Llc 14 119 −1,24 1 252 −1,03
2026-05-12 13F TD Waterhouse Canada Inc. 8 380 −31,79 746 −31,40
2026-05-15 13F GWM Advisors LLC 78 844 −18,84 1 723 −79,97
2026-01-22 13F Ransom Advisory, Ltd 0 −100,00 0 −100,00
2026-04-21 13F Fullerton Advisors, LLC 4 300 −0,88 381 −0,52
2026-02-13 13F Natixis 0 −100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 5 927 −5,30 526 −5,06
2026-04-22 13F Princeton Global Asset Management LLC 430 −11,70 38 −11,63
2026-04-16 13F BlueSky Wealth Advisors, LLC 9 595 −84,75 851 −84,71
2026-05-14 13F Pennington Partners & Co., Llc 2 979 −14,91 264 −14,56
2026-05-15 13F State Street Corp 256 699 −0,65 22 769 −0,41
2026-04-24 13F Key FInancial Inc 3 492 −4,14 310 −4,04
2026-04-30 13F Elevated Capital Advisors, LLC 1 405 −0,99 125 −0,80
2026-05-05 13F D.a. Davidson & Co. 21 401 −6,61 1 898 −6,36
2026-04-21 13F Trilogy Capital Inc. 202 225 −14,08 17 937 −13,87
2026-04-23 13F Willis Johnson & Associates, Inc. 12 465 −12,47 1 106 −12,30
2026-05-05 13F PFG Advisors 3 330 −2,60 295 −2,32
2026-04-29 13F Integrity Investment Advisors, LLC 4 215 −6,08 374 −6,05
2026-05-12 13F Cooper/haims Advisors, Llc 3 136 −0,85 278 −0,36
2026-05-13 13F River Wealth Advisors LLC 0 −100,00 0
2026-04-14 13F Prospera Financial Services Inc 15 346 −2,30 1 363 −2,08
2026-02-17 13F Lighthouse Investment Partners, LLC Call 0 −100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 2 466 −15,17 239 −7,72
2026-05-15 13F Man Group plc 25 735 −75,51 2 283 −75,46
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-05-15 13F Resources Management Corp /ct/ /adv 255 −16,39 0
2026-05-05 13F Duncan Williams Asset Management, LLC 2 781 −1,77 247 −4,28
2026-05-14 13F Joseph P. Lucia & Associates, LLC 3 140 −23,02 279 −22,99
2026-05-15 13F Squarepoint Ops LLC Put 0 −100,00 0
2026-01-27 13F Fiduciary Advisors, Inc. 0 −100,00 0
2026-05-15 13F Squarepoint Ops LLC Call 0 −100,00 0
2026-05-06 13F Fidelis Capital Partners, LLC 2 962 −2,95 263 −2,96
2026-05-13 13F South Plains Financial, Inc. 18 060 −2,82 1 602 −2,62
2026-05-15 13F AlphaCore Capital LLC 17 028 −8,56 1 510 −8,32
2026-05-12 13F Rathbone Brothers plc 81 509 −2,94 7 230 −2,72
2026-05-13 13F/A Jpmorgan Chase & Co 7 350 880 −9,40 641 952 −10,59
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 −100,00 0
2026-04-02 13F Noble Wealth Management PBC 18 881 −14,37 1 675 −14,20
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 9 439 −7,81 837 −7,62
2026-05-13 13F Heritage Wealth Advisors 0 −100,00 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 4 179 −17,87 371 −17,78
2026-02-13 13F RFP Financial Group LLC 0 −100,00 0
2026-04-23 13F Partners Wealth Management, Llc 3 888 −9,33 345 −9,23
2026-04-30 13F Financial Freedom, LLC 3 424 −1,10 304 −0,98
2026-02-17 13F Snowden Capital Advisors LLC 15 533 −2,37 1 375 −5,50
2026-05-15 13F Hancock Whitney Corp 49 673 −22,70 4 573 −19,59
2026-02-17 13F Glenmede Trust Co Na 855 932 −3,54 75 741 −5,72
2026-05-14 13F Rialto Wealth Management, LLC 27 285 −7,88 2 420 −7,67
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 −100,00 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 63 615 −2,35 5 643 −2,12
2026-05-06 13F Private Wealth Asset Management, LLC 154 378 −5,43 13 693 −5,21
2026-04-30 13F First Horizon Corp 11 450 −6,15 1 016 −5,93
2026-05-14 13F Raymond James Financial Inc 1 280 054 −13,44 113 541 −13,24
2026-04-30 13F Hsbc Holdings Plc 42 007 −35,65 3 726 −35,49
2026-04-03 13F Box Hill Private Wealth LLC 5 921 −65,13 525 −65,05
2026-05-13 13F Parkside Financial Bank & Trust 11 614 −0,49 1 030 −0,19
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 52 367 −0,98 4 656 −0,49
2026-04-27 13F GenTrust, LLC 140 179 −35,86 12 434 −35,71
2026-05-05 13F Smith, Moore & Co. 6 367 −10,71 565 −10,48
2026-04-22 13F Wiser Advisor Group LLC 9 313 −6,75 826 −6,46
2026-04-20 13F Cherrydale Wealth Management, Llc 42 424 −0,32 3 763 −0,08
2026-04-22 13F Joel Isaacson & Co., LLC 16 632 −0,35 1 475 −0,07
2026-05-01 13F Avion Wealth 97 399 −0,47 9 0,00
2026-05-15 13F Rehmann Capital Advisory Group 5 649 −4,51 501 −4,21
2026-04-21 13F Chapin Davis, Inc. 7 616 −4,33 675 −4,12
2026-05-12 13F Jane Street Group, Llc Put 82 800 −24,18 7 344 −24,00
2026-05-11 13F Shepherd Financial Partners LLC 19 739 −7,22 1 751 −7,01
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 −100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 3 835 −4,96 340 −4,76
2026-04-21 13F Parker Financial LLC 3 469 −5,32 308 −5,25
2026-04-29 13F Strategic Blueprint, LLC 9 278 −0,54 823 −0,36
2026-05-12 13F Summit Trail Advisors, Llc 0 −100,00 0
2026-05-05 13F HighTower Advisors, LLC 666 318 −7,85 59 103 −7,63
2026-05-12 13F Financial Network Wealth Management LLC 3 355 −5,73 0
2026-05-01 13F Emerald Investment Partners, Llc 7 334 −0,54 650 −0,46
2026-04-13 13F Neumann Capital Management, LLC 62 257 −1,85 5 522 −1,62
2026-04-08 13F Nestegg Advisors, Inc. 10 786 −10,61 957 −10,40
2026-04-10 13F YHB Investment Advisors, Inc. 6 586 −0,45 584 −0,17
2026-04-20 13F L.K. Benson & Company, P.C. 11 535 −8,62 1 023 −8,33
2026-05-15 13F IHT Wealth Management, LLC 3 907 −10,59 347 −10,36
2026-02-13 13F Headlands Technologies LLC 0 −100,00 0
2026-05-11 13F Blueprint Financial Advisors LLC 32 069 −0,03 2 845 0,21
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 9 559 −4,80 848 −4,62
2026-05-04 13F NWF Advisory Services Inc. 10 418 −16,86 924 −16,70
2026-05-12 13F Creative Planning 12 560 585 −2,41 1 114 124 −2,18
2026-05-15 13F Keewaydin Investments LLC 40 468 −42,57 3 590 −42,44
2026-04-09 13F Kwmg, Llc 254 075 −1,14 22 536 −0,91
2026-04-21 13F S Harris Financial Group, LLC 3 667 −2,71 325 −2,40
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 112 620 −67,51 9 989 −67,44
2026-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2026-04-08 13F RDA Financial Network 2 644 −4,99 235 −4,88
2026-05-13 13F Cascade Investment Group, Inc. 2 853 −0,77 253 −0,39
2026-04-27 13F Truist Financial Corp 124 032 −37,95 11 002 −37,80
2026-05-13 13F Crews Bank & Trust 11 091 −12,19 984 −12,00
2026-05-14 13F Mill Creek Capital Advisors, LLC 20 936 −1,37 1 857 −1,12
2026-04-28 13F WESPAC Advisors, LLC 0 −100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 11 523 −24,57 1 020 −27,01
2026-05-07 13F Nordwand Advisors, LLC 13 318 −4,41 1 181 −4,14
2026-04-27 13F Platform Technology Partners 3 768 −6,94 334 −6,70
2026-05-05 13F Putnam Fl Investment Management Co 11 056 −8,08 981 −7,89
2026-04-28 13F Raleigh Capital Management Inc. 0 −100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 14 930 −53,04 1 324 −52,93
2026-04-03 13F First County Bank /CT/ 0 −100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-20 13F Independent Wealth Network Inc. 4 645 −60,12 412 −60,10
2026-05-15 13F Fairview Capital Investment Management, Llc 46 141 −26,69 4 093 −26,52
2026-05-13 13F Invst, LLC 4 407 −1,80 391 −1,76
2026-04-27 13F Legacy Financial Group, Inc. 43 613 −1,74 3 868 −1,50
2026-05-04 13F Bedel Financial Consulting, Inc. 9 351 −0,31 829 −0,12
2026-01-26 13F Northwest Capital Management Inc 0 −100,00 0 −100,00
2026-05-12 13F Greenwich Wealth Management LLC 5 857 −2,92 1
2026-05-12 13F M&t Bank Corp 360 820 −15,34 32 005 −15,14
2026-04-27 13F PFG Investments, LLC 8 819 −1,11 782 −0,89
2026-04-23 13F First Pacific Financial 1 359 −11,58 121 −11,11
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 0 −100,00 0
2026-04-15 13F RCW Management, LLC 2 586 −3,62 229 −3,38
2026-05-15 13F Goldman Sachs Group Inc 1 748 564 −31,19 155 098 −31,03
2026-05-06 13F MorganRosel Wealth Management, LLC 2 806 −1,85 249 −1,59
2026-04-15 13F Retireful, LLC 0 −100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 35 366 −3,78 3 137 −3,54
2026-05-07 13F Burk Holdings LLC 3 167 −30,96 281 −30,86
2026-05-08 13F Aviso Wealth Management 0 −100,00 0
2026-05-14 13F Mason Investment Advisory Services, Inc. 8 147 −2,19 723 −1,90
2026-04-27 13F LCW Services, LLC 0 −100,00 0
2026-05-14 13F Hilltop Holdings Inc. 5 540 −21,74 491 −21,57
2026-05-15 13F Brown Advisory Inc 115 790 −19,64 10 271 −19,45
2026-05-01 13F Financial Counselors Inc 0 −100,00 0
2026-04-17 13F Ignite Planners, LLC 2 654 −0,75 235 −2,89
2026-04-16 13F Upper Left Wealth Management, LLC 9 672 −0,18 858 0,00
2026-06-02 13F Norris Financial Group, LLC 0 −100,00 0 −100,00
2026-05-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0
2026-04-27 13F TCI Wealth Advisors, Inc. 9 376 −54,22 832 −54,14
2026-05-14 13F Level Four Advisory Services, Llc 12 874 −1,80 1 142 −1,64
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 49 705 −71,33 4 409 −71,27
2026-05-04 13F Archer Investment Corp 978 −44,81 87 −44,87
2026-05-13 13F Sepio Capital, LP 20 750 −4,17 1 841 −3,97
2026-05-04 13F Clear Investment Research, Llc 5 401 −1,96 479 −1,64
2026-04-08 13F Sapient Capital Llc 0 −100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 3 170 −8,22 281 −7,87
2026-05-06 13F Oxford Financial Group Ltd 7 232 −32,89 641 −32,74
2026-01-16 13F Crowley Wealth Management, Inc. 0 −100,00 0
2026-05-15 13F Wealth Preservation Advisors, LLC 0 −100,00 0
2026-05-15 13F Citadel Advisors Llc Put 128 900 −41,67 11 433 −41,54
2026-04-13 13F Wolff Wiese Magana Llc 43 615 −4,33 3 869 −4,12
2026-05-15 13F Citadel Advisors Llc Call 137 900 −48,29 12 232 −48,17
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 18 480 −31,32 1 639 −31,16
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1 091 −53,26 104 −50,95
2026-02-10 13F Moors & Cabot, Inc. 0 −100,00 0
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 10 964 −15,01 973 −14,81
2026-05-05 13F Beaumont Financial Advisors, LLC 12 895 −10,67 1 144 −10,49
2026-04-14 13F Value Investment Professionals, LLC 10 051 −44,76 891 −44,66
2026-05-11 13F Elevated Financial Group LLC 5 732 −7,07 508 −6,79
2026-05-13 13F O'shaughnessy Asset Management, Llc 28 586 −3,46 2 536 −3,24
2026-04-14 13F Twelve Points Wealth Management LLC 2 855 −0,07 253 −0,78
2026-05-21 13F Verus Capital Partners, Llc 2 936 −11,08 260 −10,96
2026-04-10 13F Granite FO LLC 0 −100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 2 542 −11,34 225 −11,07
2026-04-27 13F HB Wealth Management, LLC 42 888 −36,08 3 804 −35,93
2026-05-01 13F Associated Banc-corp 38 573 −30,16 3 421 −30,00
2026-01-08 13F Sound View Wealth Advisors Group, LLC 0 −100,00 0
2026-04-30 13F First National Bank & Trust Co Of Newtown 15 938 −1,70 1 414 −1,46
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-22 13F BluePrint Investing LLC 85 979 −0,13 7 626 0,11
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1 205 −21,24 105 −22,79
2026-05-05 13F Tortoise Investment Management, LLC 17 211 −0,83 1 527 −0,59
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-04-23 13F Private Wealth Management Group, LLC 0 −100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 37 704 −1,09 3 344 −0,86
2026-05-11 13F Chilton Capital Management Llc 108 633 −49,80 9 636 −49,68
2026-05-08 13F Pnc Financial Services Group, Inc. 1 037 111 −0,85 91 992 −0,62
2026-04-30 13F Opus Capital Group, LLC 5 696 −2,85 1
2026-04-14 13F Austin Wealth Management, LLC 15 686 −11,72 1 417 −10,66
2026-04-30 13F Corrado Advisors, Llc 0 −100,00 0
2026-05-13 13F IF Advisors, LLC 40 981 −2,39 3 635 −2,15
2026-05-12 13F Tiaa Trust, National Association 17 244 −88,00 1 530 −87,97
2026-04-13 13F Colorado Capital Management, Inc. 26 235 −2,10 2 0,00
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-04-20 13F Sowell Financial Services LLC 10 700 −6,13 949 −5,85
2026-04-24 13F United Community Bank 8 467 −29,02 751 −28,82
2026-02-06 13F Magnolia Private Wealth, LLC 0 −100,00 0
2026-05-12 13F Wood Tarver Financial Group, LLC 0 −100,00 0
2026-02-10 13F Blue Barn Wealth, LLC 0 −100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 117 194 −2,26 10 395 −2,03
2026-04-27 13F Wbh Advisory Inc 25 058 −1,66 2 231 −1,06
2026-01-26 13F Cottage Street Advisors LLC 0 −100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 13 258 −21,93 1 176 −21,77
2026-04-22 13F Ariston Services Group 0 −100,00 7 038 0,34
2026-04-15 13F Curran Financial Partners, LLC 11 781 −3,44 1 045 −3,24
2026-04-23 13F American National Bank 3 740 −5,12 332 −4,89
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 112 270 −20,97 9 958 −20,79
2026-05-11 13F Hall Capital Management Co Inc 20 262 −0,25 1 952 8,57
2026-05-08 13F Prudent Man Advisors, LLC 36 594 −7,44 3 246 −7,23
2026-05-08 13F King Luther Capital Management Corp 8 415 −5,83 746 −5,57
2026-05-15 13F Breakwater Investment Management 18 014 −11,71 1 598 −11,52
2026-05-15 13F Ameriflex Group, Inc. 846 −17,14 75 −16,67
2026-02-17 13F Greenline Partners, LLC 0 −100,00 0
2026-05-14 13F Bank of Marin 3 234 −21,10 287 −20,99
2026-04-30 13F Petix & Botte Co 11 460 −53,87 2 033 −7,51
2026-05-11 13F Fortis Capital Management LLC 2 258 −18,51 200 −18,37
2026-05-15 13F Jessup Wealth Management, Inc 0 −100,00 0
2026-05-11 13F/A GFS Advisors, LLC 3 958 −18,00 351 −17,80
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 101 816 −2,70 9 031 −2,44
2026-05-14 13F White Lighthouse Investment Management Inc. 59 363 −0,64 5 266 −0,40
2026-01-28 13F First Financial Group Corp 0 −100,00 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 12 217 −0,88 1 084 −0,64
2026-04-29 13F Waters Parkerson & Co., Llc 26 141 −0,61 2 319 −0,39
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 3 875 −22,92 0
2026-04-22 13F Investment Advisory Group, LLC 22 626 −2,19 2 007 −2,00
2026-04-17 13F Kennebec Savings Bank 5 831 −27,34 517 −27,18
2026-04-14 13F USA Financial Portformulas Corp 2 450 −14,22 217 −13,89
2026-05-11 13F High Note Wealth, LLC 157 −9,25 14 −13,33
2026-04-27 13F Mustard Seed Financial, LLC 10 272 −0,06 911 0,22
2026-05-01 13F Pittenger & Anderson Inc 0 −100,00 0
2026-05-14 13F Venture Visionary Partners LLC 4 529 −0,07 402 0,00
2026-04-22 13F Foundation Wealth Management, LLC\PA 26 644 −20,77 2 363 −20,57
2026-05-05 13F UBS Group AG Call 6 012 −86,39 533 −86,36
2026-05-07 13F ESL Trust Services, LLC 300 −30,39 27 −31,58
2026-04-17 13F Boston Private Wealth Llc 4 414 −23,06 392 −22,88
2026-04-29 13F Frank, Rimerman Advisors LLC 33 890 −9,93 3 006 −9,70
2026-05-14 13F Simplex Trading, Llc 7 047 −48,73 625 −48,60
2026-02-10 13F Mcdaniel Terry & Co 0 −100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2026-04-17 13F Webster Bank, N. A. 32 850 −4,67 2 914 −4,46
2026-05-04 13F Sentinel Wealth Management, Inc. 9 794 −0,72 869 −0,46
2026-05-07 13F Capital Performance Advisors Llp 0 −100,00 0
2026-04-16 13F Flywheel Private Wealth LLC 2 984 −9,14 265 −8,97
2026-04-07 13F First Financial Corp /in/ 8 284 −8,17 735 −8,02
2026-04-20 13F Jfs Wealth Advisors, Llc 8 518 −1,21 756 −0,92
2026-04-21 13F HCR Wealth Advisors 3 696 −10,70 328 −10,66
2026-02-13 13F Palisade Asset Management, LLC 0 −100,00 0
2026-04-06 13F CX Institutional 354 −57,19 0
2026-05-15 13F State of Tennessee, Treasury Department 2 234 023 −1,75 198 158 −4,02
2026-04-28 13F Red Mountain Financial, LLC 4 124 −0,05 366 0,00
2026-05-15 13F Bragg Financial Advisors, Inc 11 410 −1,22 1 012 −0,98
2026-04-21 13F Paradigm Financial Partners, Llc 2 551 −33,81 226 −33,72
2026-05-15 13F Ameriprise Financial Inc 689 478 −8,76 61 233 −8,43
2026-04-27 13F Marotta Asset Management 47 172 −2,62 4 199 −2,03
2026-04-20 13F Kestra Private Wealth Services, Llc 21 398 −9,46 1 898 −9,28
2026-05-18 13F Ashton Thomas Securities, Llc 4 091 −14,56 363 −14,42
2026-04-16 13F Annex Advisory Services, LLC 4 003 −12,79 355 −12,56
2026-05-13 13F Natixis Advisors, L.p. 14 974 −53,20 1 −50,00
2026-01-26 13F Liberty Capital Management, Inc. 32 762 −6,80 2 899 −9,77
2026-05-12 13F Community Bank, N.A. 6 787 −10,64 602 −10,57
2026-04-22 13F KG&L Capital Management,LLC 5 949 −14,04 528 −13,89
2026-05-12 13F Stokes Family Office, LLC 13 265 −6,39 1 177 −6,15
2026-05-15 13F Mission Wealth Management, Lp 85 279 −7,99 7 564 −7,77
2026-05-01 13F American Trust 10 263 −6,38 910 −6,19
2026-04-28 13F Flagship Harbor Advisors, Llc 25 840 −0,65 2 292 −0,43
2026-05-04 13F Optima Capital Llc 5 504 −1,27 488 −1,01
2025-12-08 13F/A Evelyn Partners Investment Management Services Ltd 0 −100,00 0 −100,00
2026-04-08 13F Winter & Associates, Inc. 8 755 −16,83 791 −15,04
2026-04-28 13F Bogart Wealth, LLC 644 −1,53 57 0,00
2026-05-05 13F Regions Financial Corp 19 696 −1,34 1 747 −1,08
2026-04-20 13F First Bancorp, Inc /ME/ 7 773 −0,70 689 −0,43
2026-05-05 13F NerdWallet Wealth Partners, LLC 7 901 −52,91 701 −52,83
2026-05-14 13F Colony Capital, Inc. Put 0 −100,00 0
2026-04-10 13F DKM Wealth Management, Inc. 3 020 −29,29 268 −29,18
2026-05-08 13F Smithfield Trust Co 20 410 −10,34 2 −50,00
2026-02-17 13F BLKBRD Asset Management, LP 0 −100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 605 036 −10,99 53 655 −10,80
2026-01-15 13F Ironwood Financial, llc 0 −100,00 0
2026-05-13 13F PKS Advisory Services, LLC 2 781 −0,07 247 0,00
2026-04-13 13F IFP Advisors, Inc 10 464 −8,74 928 −8,48
2026-05-15 13F Wick Capital Partners, LLC 4 293 −2,28 381 −2,06
2026-05-05 13F SOUTH STATE Corp 2 079 −83,59 184 −83,59
2026-05-13 13F Prudential Financial Inc 4 196 621 −13,52 372 240 −14,03
2026-04-22 13F Coastal Investment Advisors, Inc. 918 −2,13 81 −1,22
2026-05-14 13F Ade, Llc 2 823 −0,39 250 0,00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4 830 −4,71 428 −4,46
2026-05-07 13F First Command Advisory Services, Inc. 570 841 −5,06 50 634 −4,83
2026-05-01 13F Strategic Financial Partners, Ltd. 3 232 −7,74 287 −7,74
2026-05-15 13F Van Den Berg Management I, Inc 25 −80,00 2 −81,82
2026-05-07 13F AlTi Global, Inc. 8 400 −2,02 745 −1,72
2026-05-07 13F Hopwood Financial Services, Inc. 2 835 −2,07 251 −1,95
2026-05-07 13F TrustWell Financial Advisors, LLC 0 −100,00 0 −100,00
2026-05-13 13F Freestone Capital Holdings, LLC 67 013 −1,01 5 944 −0,77
2026-05-14 13F Allworth Financial LP 65 108 −30,37 5 775 −30,19
2026-05-14 13F HighPoint Advisor Group LLC 2 583 −12,68 229 −12,26
2026-04-15 13F Gradient Capital Advisors, LLC 19 131 −1,39 1 697 −1,17
2026-04-16 13F Quotient Wealth Partners, LLC 3 594 −15,85 319 −15,65
2026-05-11 13F Brooklyn FI, LLC 19 306 −2,38 1 712 −2,17
2026-04-14 13F Arvest Investments, Inc. 0 −100,00 0
2026-04-29 13F Southern Capital Services Inc /adv 23 967 −0,72 2 126 −0,51
2026-05-12 13F One Capital Management, LLC 26 785 −3,00 2 376 −2,78
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 4 618 −13,91 410 −13,71
2026-04-28 13F Strata Wealth Advisors, LLC 5 905 −2,54 524 −2,43
2026-04-15 13F Sage Capital Management, LLC 4 599 −12,70 408 −12,45
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 0 −100,00 0
2026-05-11 13F First Financial Bankshares Inc 298 357 −2,10 26 464 −1,87
2026-02-11 13F Arrowroot Family Office, LLC 0 −100,00 0
2026-04-16 13F IVC Wealth Advisors LLC 4 927 −3,07 437 −2,67
2026-04-23 13F Forum Financial Management, LP 10 287 −1,39 912 −1,19
2026-04-23 13F Etesian Wealth Advisors, Inc. 19 297 −5,06 1 712 −4,84
2026-04-14 13F Juncture Wealth Strategies, Llc 16 587 −49,49 1 471 −49,38
2026-02-05 13F Blume Capital Management, Inc. 0 −100,00 0
2026-02-13 13F 1832 Asset Management L.P. 0 −100,00 0
2026-04-07 13F Dwr Wealth Management, Llc 48 353 −5,06 4 223 −7,07
2026-04-20 13F TFB Advisors LLC 0 −100,00 0
2026-04-10 13F Level Financial Advisors, Inc. 2 781 −20,50 247 −20,39
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 195 −62,86 17 −63,04
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 35 082 −0,25 3 112 −1,21
2026-02-06 13F Pathway Financial Advisers, LLC 0 −100,00 0
2026-05-11 13F Manchester Capital Management LLC 41 803 −7,32 3 708 −7,12
2026-04-08 13F Lpwm Llc 65 645 −1,20 5 823 −0,97
2026-05-06 13F Cornerstone Planning Group LLC 1 488 −11,64 142 −5,33
2026-05-06 13F Deutsche Bank Ag\ 1 500 −6,54 133 −6,34
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 28 060 −2,35 2 489 −2,12
2026-04-22 13F Caldwell Trust Co 7 953 −1,34 705 −1,12
2026-04-01 13F Beacon Financial Group 0 −100,00 0
2026-02-17 13F First Manhattan Co 0 −100,00 0
2026-05-04 13F Carrera Capital Advisors 8 376 −12,77 743 −12,60
2026-05-15 13F Macquarie Group Ltd 0 −100,00 0
2026-05-08 13F Bokf, Na 91 492 −1,69 8 115 −1,46
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 54 581 −9,36 4 841 −9,14
2026-04-03 13F Waller Financial Planning Group, Inc 23 469 −42,23 2 082 −42,10
2026-04-22 13F Horizon Bancorp Inc /in/ 2 519 −90,61 0 −100,00
2026-04-22 13F SFG Wealth Management, LLC. 0 −100,00 0
2026-01-21 13F SJS Investment Consulting Inc. 0 −100,00 0
2026-05-07 13F REDW Wealth LLC 48 010 −10,02 4 259 −9,81
2026-05-15 13F Smartleaf Asset Management LLC 3 867 −58,37 338 −59,30
2026-04-20 13F LS Investment Advisors, LLC 0 −100,00 0
2026-04-16 13F Warren Street Wealth Advisors, LLC 2 327 −15,96 206 −15,92
2026-05-15 13F Perennial Investment Advisors, LLC 2 632 −0,23 233 0,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 7 869 −0,03 698 0,29
2026-01-14 13F Romano Brothers And Company 0 −100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 0 −100,00 0
2026-04-13 13F Parkwoods Wealth Partners, LLC 5 131 −0,04 455 0,22
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 2 761 −67,47 245 −67,51
2026-04-08 13F Beacon Financial Strategies CORP 0 −100,00 0
2026-04-17 13F Certified Advisory Corp 4 631 −12,42 411 −12,21
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 −100,00 0 −100,00
2026-04-21 13F Armbruster Capital Management, Inc. 9 481 −6,74 841 −6,56
2026-02-13 13F Schroder Investment Management Group 0 −100,00 0
2026-04-20 13F Eagle Strategies LLC 5 338 −2,40 473 −2,07
2026-04-21 13F Wealth Effects Llc 5 008 −4,75 444 −4,52
2026-05-15 13F Manufacturers Life Insurance Company, The 861 206 −6,17 76 389 −5,94
2026-04-21 13F Creekside Partners 33 022 −1,66 2 929 −1,41
2026-05-12 13F Frisco Financial Planning LLC 38 325 −0,46 3 399 −0,21
2026-04-24 13F Essex Financial Services, Inc. 3 840 −4,86 341 −4,76
2026-05-15 13F Glen Eagle Advisors, LLC 4 648 −2,04 412 −1,67
2026-05-14 13F Keebeck Wealth Management, LLC 0 −100,00 0
2026-02-17 13F Wall Capital Group, Inc. 0 −100,00 0
2026-04-16 13F Telos Capital Management, Inc. 13 362 −7,20 1 185 −6,99
2026-05-01 13F Sovran Advisors, LLC 13 170 −2,24 1 269 2,92
2026-04-27 13F Td Private Client Wealth Llc 22 033 −1,31 1 954 −1,06
2026-02-11 13F Nemes Rush Group LLC 0 −100,00 0 −100,00
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 0 −100,00 0
2026-05-07 13F Crewe Advisors LLC 58 720 −2,37 5 208 −2,14
2026-05-13 13F Benchmark Investment Advisors LLC 7 245 −4,12 643 −6,96
2026-02-17 13F Capital Insight Partners, Llc 3 867 −26,37 342 −28,75
2026-01-29 13F Comerica Bank 198 720 −31,57 17 585 −33,77
2026-04-17 13F Fifth Third Wealth Advisors LLC 7 979 −42,51 708 −42,43
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 53 293 −14,74 4 727 −14,52
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2 350 −54,19 208 −54,08
2026-02-17 13F Torno Capital, Llc Put 0 −100,00 0
2026-04-20 13F Penobscot Wealth Management 18 099 −20,89 1 605 −20,70
2026-04-13 13F Woodside Wealth Management LLC 4 546 −26,42 403 −26,19
2026-04-24 13F Keybank National Association/oh 25 691 −0,98 2 279 −0,74
2026-04-16 13F Phillips Financial Management, Llc 81 612 −24,75 7 239 −24,58
2026-04-16 13F GEN Financial Management, INC. 3 709 −12,13 329 −12,06
2026-05-01 13F/A Lodestone Wealth Management LLC 2 262 −0,92 201 −0,50
2026-05-11 13F Insight Advisors, LLC/ PA 0 −100,00 0
2026-04-30 13F ATX Financial Planning, LLC 0 −100,00 0
2026-05-15 13F Bank Of America Corp /de/ 10 115 744 −2,06 897 266 −1,82
2026-04-28 13F Indiana Trust & Investment Management CO 4 715 −2,28 418 −1,88
2026-04-02 13F Hilltop National Bank 2 160 −0,87 192 −0,52
2026-05-04 13F Lutz Financial Services LLC 16 269 −3,24 1 443 −2,96
2026-05-13 13F Brinker Capital Investments, LLC 4 480 −64,79 397 −64,71
2026-04-24 13F Reality Financial Planning Services, LLC 10 914 −5,64 968 −5,38
2026-03-24 13F/A Barclays Plc Put 0 −100,00 0 −100,00
2026-04-13 13F Stockman Wealth Management, Inc. 2 914 −16,31 258 −16,23
2026-04-30 13F Hegarty Advisors, LLC 0 −100,00 0
2026-05-12 13F Ballast Advisors Llc 2 253 −3,64 0 −100,00
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 9 036 −23,90 801 −23,71
2026-02-13 13F Ashford Capital Management Inc 0 −100,00 0 −100,00
2026-05-14 13F Sterling Wealth Management, Inc. 32 213 −2,64 2 857 −2,39
2026-05-15 13F ROI Financial Advisors, LLC 3 851 −2,31 342 −2,01
2026-05-04 13F Principal Financial Group Inc 392 376 −4,84 34 804 −4,61
2026-04-24 13F Stock Yards Bank & Trust Co 9 595 −8,30 851 −8,00
2026-05-08 13F Prime Capital Investment Advisors, LLC 349 940 −0,00 31 040 0,24
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 13 119 −2,45 1 164 −2,27
2026-05-05 13F Mount Lucas Management LP 7 477 −53,94 663 −53,83
2026-04-01 13F First Financial Bank - Trust Division 17 058 −8,29 1 513 −8,02
2026-05-07 13F Dakota Wealth Management 25 101 −1,06 2 226 −0,80
2026-05-12 13F Liberty Wealth Management Llc 3 092 −17,61 274 −17,47
2026-04-23 13F Cornerstone Wealth Management, LLC 15 475 −5,40 1 373 −5,18
2026-02-10 13F W.H. Cornerstone Investments Inc. 0 −100,00 0
2026-05-05 13F Gilbert & Cook, Inc. 2 378 −18,25 211 −18,29
2026-05-14 13F Atomi Financial Group, Inc. 33 982 −5,51 3 014 −5,28
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0
2026-05-14 13F Cambria Investment Management, L.P. 13 224 −3,80 1 173 −3,62
2026-01-12 13F Heartwood Wealth Advisors LLC 0 −100,00 0
2026-04-28 13F Altfest L J & Co Inc 3 985 −3,84 354 −3,55
2026-05-06 13F American Financial & Tax Strategies Inc 13 701 −5,66 1 215 −5,45
2026-04-24 13F Brown Financial Advisory 0 −100,00 0
2026-04-28 13F Bfsg, Llc 5 935 −3,79 526 −3,49
2026-05-06 13F Bessemer Group Inc 25 911 −0,34 2 0,00
2026-04-17 13F Sovereign Financial Group, Inc. 3 624 −19,20 321 −18,94
2026-05-22 13F Wellington Grp LLC 0 −100,00 0
2026-04-30 13F Vertex Investment Solutions Co., Ltd. 26 836 −72,34 2 344 −72,88
2026-04-28 13F Whittier Trust Co 57 320 −4,10 5 179 −3,03
2026-04-08 13F Evanson Asset Management, LLC 48 378 −0,42 4 291 −0,16
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-04-15 13F City Holding Co 14 299 −20,22 1 268 −20,05
2026-05-12 13F Dogwood Wealth Management LLC 8 051 −35,05 714 −34,85
2026-05-01 13F FDx Advisors, Inc. 38 406 −1,87 3 0,00
2026-04-22 13F Ifrah Financial Services, Inc. 17 980 −10,57 1 595 −10,40
2026-05-06 13F Elyxium Wealth, LLC 0 −100,00 0
2026-02-13 13F Eagle Bluffs Wealth Management LLC 0 −100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 289 −22,52 26 −24,24
2026-05-07 13F Argyle Capital Partners, LLC 10 853 −5,08 963 −4,85
2026-05-12 13F Bnp Paribas Arbitrage, Sa 49 685 −46,11 4 407 −45,98
2026-05-12 13F Insigneo Advisory Services, Llc 16 728 −7,16 1 484 −6,96
2026-04-23 13F Embree Financial Group 3 409 −0,18 302 0,00
2026-02-10 13F Main Management LLC 0 −100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 151 010 −1,26 13 395 −1,03
2026-05-06 13F Precision Wealth Strategies, LLC 11 870 −14,19 1 053 −14,05
2026-05-04 13F Mattern Capital Management, Llc 0 −100,00 0
2026-05-07 13F Harbor Advisory Corp /ma/ 2 539 −52,09 225 −51,92
2026-02-13 13F Nicolet Advisory Services, Llc 10 698 −1,44 958 −2,15
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-10 13F Waldron Private Wealth LLC 34 893 −3,78 3 095 −3,52
2026-04-16 13F Clark Asset Management, LLC 4 309 −47,46 382 −47,31
2026-01-20 13F Maryland Capital Advisors Inc. 19 640 −5,35 1 738 −8,43
2026-04-08 13F Cambridge Financial Group, LLC 0 −100,00 0
2026-04-08 13F LifeGuide Financial Advisors, LLC 47 420 −1,11 4 206 −0,90
2026-05-07 13F Greykasell Wealth Strategies, Inc. 3 405 −0,21 302 0,33
2026-05-15 13F Navis Wealth Advisors, LLC 0 −100,00 0
2026-04-16 13F Davis Capital Management 2 660 −4,97 236 −4,86
2026-05-08 13F Mystic Asset Management, Inc. 14 962 −0,14 1 327 0,15
2026-04-23 13F Fairway Wealth LLC 85 545 −59,72 7 588 0,04
2026-05-08 13F Walleye Trading LLC Call 40 300 −5,40 3 575 −5,17
2026-05-07 13F Ckw Financial Group 0 −100,00 0
2026-05-08 13F Walleye Trading LLC Put 22 500 −4,26 1 996 −4,04
2026-02-17 13F Sone Capital Management, LLC 0 −100,00 0
2026-04-13 13F Highland Capital Management, Llc 14 743 −28,92 1 308 −28,77
2026-05-05 13F Robinson Value Management, Ltd. 12 479 −7,65 1 107 −7,45
2026-05-11 13F Madden Advisory Services, Inc. 11 828 −5,88 1 049 −5,67
2026-05-01 13F Mutual Advisors, LLC 7 705 −20,62 683 −20,40
2026-04-16 13F Sheets Smith Wealth Management 3 165 −0,16 281 0,00
2026-05-15 13F Fwl Investment Management, Llc 0 −100,00 0
2026-05-15 13F ARGI Investment Services, LLC 0 −100,00 0
2026-05-07 13F MONECO Advisors, LLC 25 822 −2,17 2 290 −1,93
2026-04-30 13F Money Concepts Capital Corp 6 406 −4,63 568 −4,38
2026-05-11 13F Sargent Investment Group, LLC 10 824 −1,80 960 −1,54
2026-04-23 13F Caliber Wealth Management, LLC / KS 6 365 −29,40 565 −29,23
2026-05-11 13F Evermay Wealth Management Llc 339 −4,78 30 −3,23
2026-04-22 13F Onyx Bridge Wealth Group LLC 0 −100,00 0
2026-04-08 13F WealthCare Investment Partners, LLC 0 −100,00 0
2026-04-15 13F Wealthcare Capital Partners, LLC 3 511 −84,82 311 −84,80
2026-04-07 13F Eastern Bank 40 −97,09 4 −97,52
2026-05-11 13F Knights of Columbus Asset Advisors LLC 1 190 −3,17 106 −2,78
2026-04-28 13F Robertson Stephens Wealth Management, LLC 5 693 −6,72 505 −6,67
2026-04-22 13F Sendero Wealth Management, LLC 0 −100,00 0
2026-04-13 13F Mather Group, Llc. 9 450 −2,54 838 −2,22
2026-01-16 13F Trust Co Of Vermont 7 184 −10,03 636 −12,89
2026-05-13 13F Visionary Wealth Advisors 12 879 −0,54 1 142 −0,26
2026-04-23 13F Oppenheimer & Co Inc 20 536 −17,58 1 822 −17,38
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 4 519 −3,69 0
2026-04-28 13F Tide Cove Capital Partners LLC 82 649 −12,78 7 857 −10,17
2026-05-08 13F Valeo Financial Advisors, LLC 7 752 −54,14 688 −54,05
2026-05-05 13F Fisher Asset Management, LLC 7 864 −15,57 698 −15,41
2026-04-21 13F Encompass Wealth Advisors, Llc 36 025 −0,31 3 195 −0,06
2026-05-14 13F Mcguire Capital Advisors Inc 161 −10,56 14 −6,67
2026-03-12 13F Nalls Sherbakoff Group, Llc 52 841 −25,90 4 676 −25,81
2026-04-20 13F SILVER OAK SECURITIES, Inc 2 403 −27,14 213 −27,55
2026-05-11 13F F/M Investments LLC 0 −100,00 0
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 −100,00 0 −100,00
2026-05-07 13F Lowe Brockenbrough & Co Inc 5 150 −0,89 457 −0,65
2026-02-13 13F Barclays Plc 1 143 −68,34 101 −69,39
2026-05-08 13F LaSalle St. Investment Advisors, LLC 3 100 −0,99 275
2026-04-16 13F Tactive Advisors, LLC 4 669 −0,79 414 −0,48
2026-04-15 13F Horizon Financial Services, Llc 0 −100,00 0
2026-02-09 13F Perissos Private Wealth Management, LLC 0 −100,00 0
2026-01-12 13F Evolution Wealth Advisors, LLC 0 −100,00 0
2026-05-11 13F Savvy Advisors, Inc. 27 473 −2,84 2 437 −2,64
2026-04-21 13F Welch Group, LLC 0 −100,00 0
2026-02-02 13F Forza Wealth Management, LLC 0 −100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 0 −100,00 0
2026-04-21 13F Washington Growth Strategies Llc 5 364 −7,15 476 −7,05
2026-04-29 13F Sunrise Financial Services, LLC 0 −100,00 0
2026-05-14 13F Global Endowment Management, LP 31 900 −16,05 2 830 −15,85
2025-12-09 13F/A Tudor Investment Corp Et Al 0 −100,00 0
2026-01-27 13F ZEGA Investments, LLC 0 −100,00 0 −100,00
2026-02-02 13F Total Clarity Wealth Management, Inc. 0 −100,00 0
2026-05-01 13F Navigoe, LLC 15 −67,39 0
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-04-21 13F River Street Advisors LLC 15 363 −18,63 1 363 −18,44
2026-02-02 13F Windward Private Wealth Management Inc. 0 −100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0
2026-05-06 13F Diversified Portfolios, Inc. 52 100 −14,51 4 621 −14,31
2026-04-28 13F Whittier Trust Co Of Nevada Inc 31 793 −1,05 2 873 0,03
2026-05-13 13F Dynamic Wealth Strategies, LLC 2 215 −3,19 196 −2,97
2026-04-13 13F Massmutual Trust Co Fsb/adv 201 596 −34,08 17 882 −33,93
2026-04-07 13F Abacus Planning Group, Inc. 2 831 −6,32 251 −5,99
2026-05-01 13F UNIVEST FINANCIAL Corp 14 280 −68,90 1 267 −68,84
2026-01-08 13F Legacy Private Trust Co. 0 −100,00 0
2026-04-21 13F Pinnacle Associates Ltd 27 639 −7,03 2 452 −6,81
2026-05-12 13F First Western Trust Bank 5 515 −45,80 489 −45,67
2026-05-14 13F Mission Creek Capital Partners, Inc. 8 358 −2,67 741 −2,37
2026-05-15 13F Coco Enterprises, LLC 10 244 −0,47 927 1,76
2026-05-12 13F Awm Capital, Llc 148 445 −5,35 13 167 −5,12
2026-05-15 13F North Berkeley Wealth Management, LLC 16 192 −0,89 1 436 −0,62
2026-05-15 13F Chilton Investment Co Llc 7 409 −11,08 657 −10,85
2026-04-21 13F Northeast Investment Management 5 079 −1,57 451 −1,32
2026-04-16 13F XML Financial, LLC 3 448 −13,95 306 −13,84
2026-04-15 13F Trust Point Inc. 2 554 −7,43 227 −7,38
2026-05-13 13F Hudock, Inc. 8 074 −8,33 716 −8,09
2026-05-07 13F Human Investing LLC 48 158 −16,62 4 272 −16,42
2026-04-14 13F Northwest Wealth Management, Llc 8 911 −18,33 790 −18,13
2026-05-04 13F Brickley Wealth Management 2 352 −10,84 209 −10,73
2026-04-28 13F Retirement Financial Solutions, Llc 16 551 −2,30 1 468 −2,07
2026-04-15 13F Seacrest Wealth Management, Llc 12 063 −1,50 1 070 −1,20
2026-05-14 13F Hazelview Securities Inc. 0 −100,00 0
2026-04-20 13F New Hampshire Trust 106 821 −19,61 9 475 −19,41
2026-05-04 13F Conservest Capital Advisors, Inc. 198 127 −37,26 17 574 −37,11
2026-05-07 13F Hanover Advisors Inc 14 627 −11,06 1 297 −10,86
2026-04-10 13F Melfa Wealth Management, Llc 2 849 −0,21 253 0,00
2026-05-01 13F Hantz Financial Services, Inc. 257 −27,40 0
2026-05-04 13F CORDA Investment Management, LLC. 0 −100,00 0
2026-05-11 13F Allianz Asset Management GmbH 23 −17,86 2 0,00
2026-05-12 13F Cahill Financial Advisors Inc 27 135 −9,21 2 407 −9,00
2026-05-04 13F Mml Investors Services, Llc 149 913 −7,35 13 297 −7,13
2026-04-13 13F Affinity Capital Advisors, LLC 3 348 −6,11 297 −6,03
2026-04-22 13F Lam Group, Inc. 4 070 −4,91 361 −4,50
2026-05-11 13F Wells Fargo & Company/mn 4 138 334 −1,60 367 070 −1,36
2026-05-13 13F Richard W. Paul & Associates, LLC 382 −0,52 34 0,00
2026-01-29 13F Vanguard Group Inc 14 060 −20,43 1 244 −22,97
2026-04-28 13F Umpqua Bank 0 −100,00 0
2026-04-27 13F S.A. Mason LLC 7 054 −0,42 626 −0,16
2026-04-27 13F Latitude Advisors, LLC 0 −100,00 0
2026-05-06 13F Pekin Hardy Strauss, Inc. 2 462 −12,88 218 −12,80
2026-05-15 13F Susquehanna International Group, Llp Put 350 800 −31,50 31 116 −31,34
2026-05-04 13F Wsfs Capital Management, Llc 2 332 −6,53 207 −6,36
2026-01-13 13F Fort Washington Investment Advisors Inc /oh/ 0 −100,00 0
2026-05-01 13F New Republic Capital, LLC 8 588 −38,03 762 −37,93
2026-05-14 13F Integrity Financial Corp /WA 383 −4,49 34 −5,71
2026-04-22 13F Capital Management Associates, Inc 25 257 −1,67 2 240 −1,45
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 114 145 −0,13 10 125 0,10
2026-05-12 13F Bank of Jackson Hole Trust 1 121 −0,62 99 0,00
2026-02-17 13F Running Point Capital Advisors, LLC 37 186 −10,75 3 291 −13,63
2026-04-24 13F Private Advisor Group, LLC 124 286 −4,70 11 024 −4,47
2026-05-14 13F Dorsey & Whitney Trust CO LLC 17 101 −16,21 1 517 −16,06
2026-05-08 13F Payne Capital Management, LLC 46 117 −0,47 4 091 −0,24
2026-05-13 13F SRS Capital Advisors, Inc. 46 098 −10,06 4 089 −9,86
2026-04-15 13F Hengehold Capital Management Llc 14 231 −40,31 1 262 −40,16
2026-04-10 13F TCP Asset Management, LLC 2 466 −2,30 219 −2,24
2026-04-22 13F RBA Wealth Management, LLC 2 782 −0,29 247 0,00
2026-04-14 13F Covenant Asset Management, LLC 18 600 −0,44 1 650 −0,24
2026-01-13 13F Exchange Bank 0 −100,00 0
2026-02-17 13F Readystate Asset Management Lp 0 −100,00 0
2026-05-15 13F Wealth Architects, LLC 3 078 −1,03 273 −0,73
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 28 091 −20,64 2 491 −20,44
2026-05-15 13F CI Private Wealth, LLC 1 008 565 −9,42 88 766 −11,60
2026-04-14 13F eCIO, Inc. 0 −100,00 0
2026-02-17 13F Torno Capital, Llc 0 −100,00 0
2026-05-06 13F VSM Wealth Advisory, LLC 6 411 −14,63 569 −14,46
2026-01-20 13F Advocate Group Llc 0 −100,00 0
2026-04-09 13F CRA Financial Services, LLC 11 527 −21,73 1 022 −21,57
2026-04-10 13F Charles Schwab Trust Co 5 567 −11,10 494 −11,01
2026-05-01 13F Sachetta, LLC 1 213 −46,28 108 −46,23
2026-02-11 13F TruNorth Capital Management, LLC 0 −100,00 0
2026-05-15 13F Vawter Financial, Ltd. 3 253 −15,59 289 −15,54
2026-05-14 13F Novak & Powell Financial Services, Inc. 17 250 −0,78 1 530 −0,52
2026-05-08 13F Troutman Wealth Management, LLC 6 759 −0,40 599 −0,17
2026-04-27 13F TABR Capital Management, LLC 6 332 −8,03 562 −7,88
2026-04-22 13F Hurlow Wealth Management Group, Inc. 132 612 −1,00 11 763 −0,77
2026-04-08 13F Canandaigua National Trust Co of Florida 4 977 −6,75 441 −6,57
2026-01-26 13F Lansing Street Advisors 0 −100,00 0 −100,00
2026-05-05 13F Sanctuary Advisors, LLC 65 817 −12,45 5 838 −12,25
2026-05-08 13F Opus Financial Solutions LLC 19 651 −1,98 1 743 −1,69
2026-05-07 13F EPG Wealth Management LLC 614 −1,29 54 −1,82
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista