Institutionelle und Fonds-Eigentümerschaft - Verkäufer
Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.026 | -3,81 | 1.428 | -7,81 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 159 | -62,68 | 23 | -65,08 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 17.271 | -3,79 | 2.460 | -7,87 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.452 | -5,09 | 634 | -9,04 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 14.845 | -10,00 | 2.129 | -13,17 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.733 | -0,65 | 674 | -4,80 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.929.433 | -6,24 | 844.529 | -10,19 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.737 | -3,42 | 390 | -7,60 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.946 | -0,36 | 277 | -4,48 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 60.472 | -7,57 | 8.613 | -11,45 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 80.160 | -1,54 | 11.417 | -5,68 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.096.242 | -3,79 | 155.568 | -8,21 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 41.069 | -1,17 | 5.849 | -5,33 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 58.182 | -34,26 | 8.287 | -37,03 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 7.264 | -0,18 | 1.035 | -4,44 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 723 | -0,28 | 104 | -3,74 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 16.091 | -5,29 | 2.292 | -9,30 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2.975 | -17,36 | 424 | -20,93 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 1.501 | -3,22 | 214 | -7,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 107.910 | -0,40 | 15.370 | -4,59 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 1.871 | -0,53 | 266 | -4,66 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 15.501 | -0,67 | 2.305 | 1,41 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2.911 | -1,39 | 415 | -5,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10.041 | -11,44 | 1.430 | -15,13 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 40.612 | -0,84 | 5.784 | -5,01 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 697 | -36,29 | 99 | -38,89 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3.576 | -97,42 | 514 | -97,51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2.341 | -6,17 | 333 | -10,00 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 6.586 | -0,81 | 938 | -4,96 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 55.888 | -6,33 | 7.960 | -10,27 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 1.500 | -4,46 | 214 | -7,39 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 27.597 | -15,04 | 3.608 | -8,38 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 1.856 | -1,17 | 264 | -5,38 | ||||
| 2026-04-22 | 13F | Vicus Capital | 3.277 | -26,92 | 467 | -30,03 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 4.513 | -0,99 | 643 | -5,17 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 163.823 | -11,78 | 23.332 | -15,50 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 5.079 | -3,28 | 723 | -7,31 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 9.191 | -7,83 | 1.309 | -11,67 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Independent Order of Foresters | 233.510 | -65,29 | 33.259 | -66,75 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 18.843 | -12,76 | 2.684 | -16,44 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 34.213 | -40,02 | 4.873 | -42,55 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 8.600 | -26,35 | 1.225 | -29,49 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 5.082 | -0,82 | 724 | -4,99 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 20.546 | -0,74 | 2.926 | -4,91 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 38.412 | -0,71 | 5.471 | -6,91 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 14.451 | -2,03 | 2.058 | -6,16 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.472 | -24,98 | 2.677 | -22,73 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.530 | -13,22 | 218 | -17,18 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 190 | -46,48 | 27 | -48,08 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 8.276 | -28,33 | 1.179 | -31,35 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1.905 | -0,37 | 271 | -4,58 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.872.493 | -0,81 | 551.559 | -4,98 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 36.922 | -4,19 | 5.490 | -2,21 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 26.819 | -1,91 | 3.820 | -6,05 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.846 | -3,23 | 833 | -7,35 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 15.311 | -0,03 | 2.181 | -4,26 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 9.746 | -42,86 | 1.389 | -45,23 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 26.641 | -3,40 | 3.794 | -7,46 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.948.699 | -5,60 | 277.553 | -9,58 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.358 | -30,92 | 478 | -33,80 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 4.225 | -1,65 | 602 | -5,80 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 103.145 | -48,98 | 14.691 | -51,13 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 40.044 | -2,48 | 5.704 | -6,58 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 686 | -6,79 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 288.164 | -37,29 | 40.071 | -42,36 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 142.304 | -13,91 | 20.268 | -17,54 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.005 | -2,39 | 286 | -6,56 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 122.164 | -7,01 | 18.165 | -5,07 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 47.989 | -3,25 | 6.835 | -7,32 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 38.813 | -0,26 | 5.528 | -4,44 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 1.866 | -5,66 | 266 | -9,86 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 620.346 | -2,08 | 88.356 | -6,38 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 451.482 | -11,71 | 64.305 | -15,43 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 1.680 | -17,93 | 239 | -21,38 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.180 | -31,63 | 595 | -34,54 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 24.131 | -1,95 | 3.437 | -6,07 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Glenview Trust Co | 97.742 | -0,12 | 13.921 | -4,32 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.003 | -5,12 | 285 | -8,95 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 23.550 | -6,71 | 3.354 | -10,63 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 1.882 | -5,00 | 268 | -8,84 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.339.942 | -1,19 | 190.848 | -5,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 60.221 | -12,36 | 8.577 | -16,05 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 15.926 | -1,97 | 2.268 | -6,09 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 14.916 | -1,64 | 2.124 | -5,77 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.047 | -10,96 | 292 | -14,66 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 6.694 | -1,46 | 953 | -5,64 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 2.847 | -12,05 | 405 | -15,80 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 10.203.087 | -6,39 | 1.453.226 | -10,33 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 63.572 | -65,76 | 9.453 | -65,05 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.970 | -4,99 | 993 | -8,99 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 29.170 | -22,20 | 4.155 | -25,48 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 141.313 | -2,68 | 20.127 | -6,78 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 95.397 | -10,34 | 13.587 | -14,12 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.840 | -1,34 | 262 | -5,42 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 5.695 | -50,00 | 811 | -52,10 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3.806 | -86,49 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 21.679 | -1,22 | 3.088 | -5,39 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 91.263 | -3,14 | 12.999 | -7,22 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 169.121 | -6,72 | 24.088 | -10,65 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 80.823 | -3,70 | 11.512 | -7,75 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 164.374 | -7,49 | 23.412 | -11,39 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 7.793 | -2,83 | 1.110 | -6,96 | ||||
| 2026-02-09 | 13F | Private Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 31.485 | -16,38 | 4.484 | -19,90 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 50.794 | -0,92 | 7.235 | -5,09 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 136.654 | -0,05 | 20.319 | -0,04 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.449 | -1,23 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.711.050 | -4,28 | 243.705 | -7,92 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 3.790 | -13,59 | 540 | -17,33 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 122.226 | -2,75 | 18.174 | -0,72 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 84.206 | -8,55 | 11.993 | -12,40 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 92.304 | -1,27 | 13.147 | -5,43 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1.841 | -81,78 | 262 | -82,56 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.422 | -20,65 | 203 | -24,06 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.120 | -15,47 | 302 | -19,09 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 30.260 | -3,70 | 4.310 | -7,77 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 98.286 | -47,43 | 13.999 | -49,64 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 15.831 | -4,84 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.650 | -84,50 | 235 | -85,15 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 12.918 | -25,43 | 1.840 | -28,58 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 10.480 | -0,29 | 1.493 | -4,48 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 28.983 | -8,36 | 4.128 | -12,21 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2.166 | -7,67 | 309 | -11,49 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 60.509 | -1,13 | 8.618 | -5,29 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 727 | -16,72 | 104 | -20,16 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.849 | -2,57 | 1.359 | -1,24 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 2.450 | -0,33 | 349 | -4,66 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 338.550 | -1,73 | 48.220 | -5,87 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 119.553 | -2,23 | 17.028 | -6,35 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 5.248 | -19,29 | 747 | -22,67 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Moneywise, Inc. | 58.693 | -18,36 | 8.360 | -21,80 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 7.921 | -1,26 | 1.128 | -5,37 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 20.057 | -2,42 | 2.857 | -6,54 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 1.477 | -1,60 | 210 | -5,83 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 1.564 | -14,30 | 223 | -18,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101.261 | -2,59 | 14.423 | -6,69 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 466 | -22,59 | 66 | -25,84 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18.593 | -4,88 | 2.648 | -8,88 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 137.129 | -1,40 | 19.531 | -5,55 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.482.653 | -4,96 | 211.192 | -8,96 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 2.416 | -5,37 | 344 | -9,23 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6.086 | -0,02 | 867 | -4,31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 4.932 | -60,39 | 703 | -62,07 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 3.513 | -0,40 | 500 | -4,58 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 83.378 | -9,47 | 11.875 | -13,28 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 13.184 | -52,69 | 1.878 | -54,69 | ||||
| 2026-04-06 | 13F | CX Institutional | 3.919 | -12,60 | 1 | |||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 15.213 | -1,68 | 2.167 | -5,83 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 144 | -95,53 | 21 | -95,82 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.540 | -3,31 | 931 | -7,36 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 342.517 | -0,94 | 48.785 | -5,11 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 10.398 | -1,10 | 1.438 | -8,70 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 2.722 | -1,80 | 388 | -6,07 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 22.630 | -7,05 | 3.223 | -10,97 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 1.741 | -0,46 | 248 | -5,00 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Robbins Farley Llc | 254 | -27,22 | 36 | -29,41 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 9.170 | -2,07 | 1.306 | -6,18 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 444 | -2,63 | 63 | -5,97 | ||||
| 2026-04-24 | 13F | Balentine LLC | 6.243 | -44,87 | 889 | -47,18 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 50.503 | -4,37 | 7.193 | -8,39 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.978 | -1,16 | 1.781 | 0,91 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 488 | -17,01 | 70 | -20,69 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.395 | -0,44 | 484 | -4,73 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 3.409 | -0,58 | 486 | -4,72 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 91.479 | -2,88 | 13.029 | -6,97 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 392.836 | -0,77 | 55.952 | -4,95 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 8.687 | -0,77 | 1.237 | -4,92 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 2.598 | -1,33 | 370 | -5,37 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 10.983 | -0,74 | 1.564 | -6,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 195.916 | -12,01 | 69 | -99,79 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 32.902 | -0,81 | 5.264 | 4,99 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 18.025 | -7,49 | 2.567 | -11,39 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 4.089 | -4,24 | 640 | -0,93 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 3.281 | -16,30 | 467 | -19,76 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 7.759 | -4,35 | 1.120 | -7,21 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 3.333 | -40,08 | 475 | -42,68 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.233 | -43,04 | 603 | -45,47 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 10.587 | -8,77 | 1.508 | -12,64 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 46.343 | -4,15 | 6.862 | -5,88 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 148.899 | -0,12 | 21.208 | -4,33 | ||||
| 2026-04-30 | 13F | Griffith & Werner, Inc. | 1.480 | -0,40 | 211 | -4,55 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 60.311 | -1,51 | 8.590 | -5,66 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 19.436 | -31,36 | 2.688 | -36,15 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 1.488 | -1,06 | 212 | -5,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 187 | -65,88 | 27 | -67,90 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 18.083 | -13,82 | 2.576 | -17,44 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.354 | -9,84 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | -65,71 | 7 | -70,00 | ||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 29.994 | -3,72 | 4.272 | -7,77 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 2.400 | -50,00 | 342 | -52,17 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 31.031 | -13,07 | 4.420 | -16,73 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 17.073 | -0,08 | 2.637 | 1,66 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23.137 | -5,32 | 3.295 | -9,30 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 9.284 | -27,41 | 1.322 | -30,46 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 20.636 | -14,21 | 2.939 | -17,81 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 257.812 | -0,06 | 36.720 | -4,27 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 110 | -45,27 | 16 | -48,28 | ||||
| 2026-04-16 | 13F | jvl associates llc | 357.629 | -22,30 | 50.937 | -25,57 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.513 | -7,52 | 215 | -11,52 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 412 | -3,51 | 59 | -7,94 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 16.814 | -3,84 | 2.395 | -7,89 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 252.919 | -79,51 | 36.023 | -80,37 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 24.207 | -0,12 | 3.448 | -4,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 120.211 | -20,56 | 17.122 | -23,91 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 761 | -95,34 | 113 | -94,32 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 41.275 | -8,41 | 5.879 | -12,27 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 8.090 | -41,02 | 1.152 | -43,50 | ||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 3.773 | -1,13 | 537 | -7,25 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 1.732 | -0,74 | 247 | -5,02 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 656.705 | -1,34 | 94 | -5,10 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 14.400 | -27,18 | 2.051 | -30,27 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 7.217 | -7,86 | 1.028 | -11,77 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 25.873 | -0,77 | 3.685 | -4,93 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 5.807 | -0,63 | 827 | -4,83 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 172.866 | -8,34 | 24.621 | -12,20 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 2.064 | -24,23 | 294 | -27,41 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10.301 | -2,80 | 1.467 | -6,86 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 687 | -68,76 | 98 | -70,25 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23.979 | -5,91 | 3.415 | -9,87 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 2.767 | -1,04 | 394 | -5,06 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 9.602 | -5,49 | 1.368 | -9,47 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 22.095 | -2,32 | 3.147 | -6,42 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 24.460 | -7,14 | 3.484 | -11,06 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 4.148 | -10,87 | 591 | -14,74 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 6.149 | -1,30 | 876 | -5,51 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 192.043 | -0,00 | 27.353 | -4,21 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5.383 | -0,55 | 767 | -4,73 | ||||
| 2026-05-14 | 13F | Betterment LLC | 10.617.929 | -0,59 | 1.512 | -4,79 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 2.583 | -17,48 | 368 | -21,08 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 30.351 | -0,07 | 4.323 | -4,27 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 47.767 | -0,29 | 7.699 | 6,34 | ||||
| 2026-05-14 | 13F | 1922 Investment Co LLC | 423 | -37,70 | 60 | -40,00 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 5.741 | -70,78 | 854 | -70,19 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 12.576 | -1,40 | 1.791 | -7,49 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 115.343 | -3,24 | 16.428 | -7,32 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5.019 | -19,54 | 715 | -22,98 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.318 | -3,70 | 330 | -7,56 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 114.266 | -8,29 | 16.275 | -12,16 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 14.393 | -2,30 | 2.050 | -8,24 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 8.239 | -0,01 | 1.173 | -4,24 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.442 | -1,45 | 363 | 0,83 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 17.367 | -0,64 | 2.474 | -4,81 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 78.834 | -13,66 | 11.228 | -17,30 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 7.568 | -3,42 | 1.078 | -7,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.557 | -44,34 | 364 | -46,71 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 1.838 | -5,11 | 262 | -9,37 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 111.020 | -8,87 | 15.813 | -12,71 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4.704 | -3,03 | 670 | -7,21 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 5.358 | -13,55 | 763 | -18,57 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 92.014 | -4,18 | 13.105 | -8,22 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 10.599 | -3,92 | 1.510 | -7,99 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 10.116 | -3,28 | 1.441 | -7,40 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 819 | -0,49 | 117 | -4,92 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 14.341 | -3,93 | 2.043 | -8,02 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 18.420 | -2,67 | 2.624 | -6,79 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 19.130 | -4,01 | 2.725 | -8,07 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2.197 | -5,06 | 313 | -9,30 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 6.431 | -1,00 | 916 | -5,18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 14.655 | -1,56 | 2.087 | -5,69 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 58.982 | -1,02 | 8.401 | -5,19 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 22.379 | -37,28 | 3.327 | -38,57 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 827.509 | -5,33 | 117.862 | -7,58 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85.631 | -33,34 | 12.196 | -36,14 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 21.189 | -1,84 | 3.018 | -5,95 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7.856 | -15,69 | 1.119 | -19,28 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.043 | -13,94 | 718 | -17,57 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 842 | -50,27 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 21.083 | -2,39 | 3.003 | -6,51 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 53.427 | -1,88 | 7.610 | -6,02 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 24.376 | -0,27 | 3.472 | -4,49 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1.424 | -0,28 | 203 | -4,72 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 12.727 | -2,03 | 1.813 | -6,16 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 55.634 | -4,28 | 7.924 | -8,31 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 4.008 | -4,53 | 571 | -8,65 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 61.356 | -6,45 | 8.739 | -10,40 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 56.012 | -5,54 | 7.978 | -9,52 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 256 | -14,95 | 36 | -18,18 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 41.357 | -2,36 | 5.890 | -6,46 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 3.409 | -1,84 | 486 | -6,01 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 1.664 | -12,83 | 237 | -16,25 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 10.827 | -39,80 | 1.542 | -42,33 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 74.708 | -3,83 | 10.641 | -7,89 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 70.842 | -9,67 | 10.097 | -13,42 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 15.877 | -3,76 | 2.261 | -7,79 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 9.870 | -6,77 | 1.406 | -10,74 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 9.147 | -6,05 | 1.303 | -10,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 54.601 | -8,56 | 7.777 | -12,41 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.754 | -1,99 | 820 | -6,08 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 80.378 | -33,36 | 11 | -38,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.948.805 | -1,89 | 277.568 | -6,02 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 6.986 | -5,48 | 995 | -9,47 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 1.595 | -18,25 | 227 | -21,72 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34.610 | -0,43 | 5.385 | 4,20 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 66.900 | -9,23 | 9.529 | -13,05 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.367 | -0,38 | 337 | -4,53 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 78.422 | -2,00 | 11.170 | -6,13 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 65.565 | -0,45 | 9.338 | -4,65 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.744 | -4,60 | 676 | -8,66 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 276.243 | -42,44 | 39.345 | -44,86 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 42.306 | -2,01 | 6.026 | -6,14 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 285.932 | -0,05 | 40.725 | -4,26 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 182.918 | -1,73 | 26.053 | -5,86 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 36.972 | -0,36 | 5.266 | -4,57 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 39.348 | -23,65 | 5.604 | -26,87 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 2.650 | -5,19 | 377 | -9,16 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 1.438 | -6,99 | 205 | -10,92 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 31.313 | -2,81 | 4.460 | -6,91 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 2.345 | -0,09 | 334 | -4,30 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 1.950 | -3,08 | 278 | -7,36 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 9.693 | -0,11 | 1.381 | -4,30 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2.875 | -28,21 | 409 | -31,26 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 25.520 | -23,63 | 3.635 | -26,85 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.717 | -18,43 | 245 | -21,79 | ||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 2.000 | -20,00 | 285 | -23,45 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 8.923 | -5,10 | 1.271 | -9,16 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 1.757 | -14,63 | 250 | -18,30 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 13.764 | -1,44 | 1.960 | -5,59 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 12.723 | -1,40 | 1.812 | -5,53 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 2.141 | -0,70 | 305 | -5,00 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 187 | -23,67 | 27 | -27,78 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 3.224 | -1,71 | 459 | -5,75 | ||||
| 2026-05-01 | 13F | American Trust | 4.332 | -11,43 | 617 | -15,13 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Truepoint, Inc. | 320.658 | -1,28 | 45.671 | -5,43 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 25.356 | -8,35 | 3.611 | -12,21 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 26.999 | -0,13 | 3.845 | -4,33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.016.552 | -2,00 | 144.788 | -6,13 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 132.700 | -2,10 | 18.900 | -6,22 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 36.306 | -0,42 | 5.213 | -3,86 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1.813 | -2,53 | 258 | -7,86 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 52.079 | -3,52 | 7.418 | -7,58 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 29.792 | -1,62 | 4.243 | -5,75 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 83.436 | -8,54 | 11.884 | -12,39 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 4.886 | -1,33 | 696 | -5,57 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 84.641 | -7,51 | 12.055 | -11,40 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.951 | -9,24 | 705 | -13,07 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 226.367 | -1,40 | 32.240 | -5,54 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 43.065 | -0,83 | 6 | 0,00 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 5.451 | -1,85 | 776 | -5,94 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2.913 | -13,94 | 415 | -17,69 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 58.988 | -2,08 | 8.402 | -6,21 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 31.035 | -0,36 | 4.615 | -0,37 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 49.059 | -0,52 | 6.988 | -4,71 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 264.468 | -1,39 | 37.668 | -5,54 | ||||
| 2026-02-02 | 13F | Banyan Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 36.178 | -7,18 | 5.153 | -11,10 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 3.727 | -14,50 | 531 | -18,21 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 14.733 | -0,05 | 2.098 | -4,24 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.493 | -28,14 | 519 | -26,69 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 141.733 | -3,09 | 20.187 | -7,17 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 42.769 | -0,70 | 6.092 | -4,89 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 1.918 | -5,75 | 273 | -9,60 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.231 | -0,34 | 460 | -4,56 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 33.628 | -0,21 | 4.790 | -4,41 | ||||
| 2026-04-15 | 13F | Cisco Systems, Inc. | 1.372.500 | -3,51 | 195.485 | -7,58 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 40.062 | -1,86 | 5.706 | -5,98 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.575 | -56,40 | 224 | -58,29 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1.417 | -32,46 | 202 | -35,37 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 54.248 | -2,78 | 7.727 | -6,87 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1.538 | -1,35 | 219 | -5,19 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 40.337 | -23,87 | 5.745 | -27,07 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 50.274 | -0,01 | 7.161 | -4,21 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1.714 | -25,38 | 244 | -28,45 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 3.840 | -5,04 | 547 | -9,15 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 2.700 | -5,16 | 385 | -9,22 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.002.300 | -1,80 | 142.758 | -5,93 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 14.215 | -15,64 | 2.025 | -19,20 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 19.810 | -4,23 | 2.822 | -8,26 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5.645 | -3,88 | 849 | -2,86 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 141.043 | -31,12 | 20.089 | -34,03 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 2.925 | -20,47 | 417 | -23,81 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 43.040 | -5,52 | 6.130 | -9,49 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 7.189 | -0,55 | 1.024 | -4,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.864.476 | -4,99 | 265.555 | -8,99 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10.228 | -2,96 | 1.457 | -7,08 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 6.417 | -1,40 | 914 | -5,58 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 12.541 | -5,16 | 1.786 | -9,16 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 95.438 | -7,66 | 13.593 | -11,54 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 270.767 | -1,08 | 40.260 | 0,98 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 637 | -5,35 | 91 | -10,00 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 61.481 | -43,61 | 8.757 | -45,99 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 3.844 | -2,71 | 548 | -6,81 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 1.494 | -13,49 | 213 | -17,19 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 51.723 | -5,49 | 7.691 | -3,53 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 3.357 | -17,86 | 478 | -21,25 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.431 | -0,16 | 346 | -4,42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 22.345 | -2,66 | 3.183 | -6,77 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 12.618 | -7,55 | 1.797 | -11,43 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 139.444 | -5,49 | 19.861 | -9,47 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 1.534 | -5,13 | 218 | -9,17 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 12.697 | -11,55 | 1.808 | -15,28 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 73.205 | -3,01 | 10.427 | -7,09 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 6.994 | -0,64 | 996 | -4,78 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.727 | -1,30 | 388 | -5,37 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 21.664 | -3,24 | 3.086 | -7,30 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 157.681 | -1,37 | 22.458 | -5,52 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 918.546 | -1,25 | 130.831 | -5,41 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 12.007 | -8,11 | 1.710 | -11,95 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 7 | -88,89 | 1 | -100,00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4.122 | -15,50 | 587 | -19,03 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 5.566 | -3,20 | 793 | -7,26 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 8.033 | -74,71 | 1.144 | -75,77 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 101.638 | -3,16 | 14.580 | -6,57 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 8.096 | -1,85 | 1.153 | -5,95 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 33.848 | -0,93 | 4.821 | -5,10 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 221.090 | -1,59 | 31.490 | -5,73 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 68.365 | -0,93 | 10 | -10,00 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 14.742 | -1,47 | 2.100 | -5,62 | ||||
| 2026-05-15 | 13F | Broad Run Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6.027 | -28,28 | 858 | -31,31 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 71 | -28,28 | 10 | -28,57 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 1.738 | -2,63 | 248 | -6,79 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 587.001 | -14,88 | 83.606 | -18,46 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 479 | -11,30 | 68 | -15,00 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 180.719 | -2,52 | 25.740 | -6,63 | ||||
| 2026-01-06 | 13F | ShankerValleau Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 489.745 | -8,57 | 69.754 | 88.196,20 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 3.775 | -0,40 | 538 | -4,62 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 2.008 | -1,57 | 286 | -5,94 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3.715 | -3,68 | 584 | 0,00 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.538 | -7,27 | 361 | -11,08 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 507.620 | -11,94 | 72.300 | -15,65 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.055 | -16,06 | 578 | -19,64 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 4.366 | -3,90 | 622 | -8,00 | ||||
| 2026-01-05 | 13F | Jacobs & Co/ca | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 9.147 | -1,25 | 1.303 | -5,45 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1.796 | -5,42 | 256 | -9,57 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Human Investing LLC | 8.408 | -0,31 | 1.198 | -4,55 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 161.336 | -9,94 | 22.979 | -11,93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 102.307 | -22,01 | 14.572 | -25,29 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 5.025 | -14,83 | 716 | -18,47 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 5.058 | -24,08 | 720 | -27,27 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 7.602 | -0,04 | 1.083 | -4,25 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 71.901 | -0,03 | 10.241 | -4,24 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 1.490 | -1,59 | 212 | -5,78 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 35.431 | -6,84 | 5.048 | -10,77 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.353.884 | -0,63 | 349.999 | 1,44 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 5.930 | -1,63 | 845 | -5,80 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 291 | -0,34 | 41 | -4,65 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 6.154 | -6,07 | 877 | -10,06 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 86.958 | -1,79 | 12.385 | -5,92 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 3.586 | -6,32 | 511 | -10,37 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 33.290 | -1,26 | 4.741 | -5,43 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 390.475 | -3,11 | 55.615 | -7,18 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 2.605 | -13,02 | 371 | -16,63 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.683 | -39,78 | 382 | -42,30 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.356 | -1,53 | 193 | -5,39 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 5.017 | -39,61 | 715 | -42,19 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.907 | -0,33 | 699 | -4,64 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 12.615 | -0,45 | 1.797 | -4,67 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.845 | -2,93 | 548 | -6,97 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 15.890 | -12,43 | 2.263 | -16,12 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 245.614 | -49,78 | 34.983 | -51,90 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3.744 | -3,23 | 533 | -7,30 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 75.939 | -2,70 | 10.816 | -6,80 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 49.100 | -2,84 | 6.993 | -6,92 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 169.271 | -4,90 | 24.109 | -8,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 132.253 | -0,42 | 18.837 | -4,62 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 6.050 | -2,12 | 862 | -6,31 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 2.876 | -52,91 | 410 | -54,96 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7.556 | -10,46 | 1.076 | -14,19 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | BetterWealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 132.584 | -6,64 | 19.019 | -9,93 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 25.925 | -0,56 | 3.692 | -4,75 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 353.225 | -0,58 | 50.310 | -4,76 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 285.740 | -14,38 | 41 | -18,37 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 41.806 | -2,31 | 5.954 | -6,43 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 2.471 | -1,20 | 352 | -7,12 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 2.085 | -5,36 | 297 | -9,48 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 671.625 | -9,04 | 95.660 | -12,87 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 3.501 | -4,86 | 505 | -7,68 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 45.805 | -17,46 | 6.524 | -20,93 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 2.407 | -0,58 | 343 | -4,74 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.214 | -10,87 | 173 | -14,85 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.605 | -44,41 | 371 | -46,70 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.428 | -13,19 | 773 | -16,79 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 42.528 | -4,13 | 6.057 | -8,45 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 23.516 | -3,09 | 3.349 | -7,15 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.761 | -3,29 | 393 | -7,31 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 448 | -12,67 | 64 | -17,11 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 9.531 | -0,31 | 1.358 | -4,50 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.647 | -91,09 | 254 | -90,76 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 160.983 | -1,46 | 22.929 | -5,61 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 255.733 | -2,57 | 36.424 | -6,67 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 36.327 | -0,02 | 5.174 | -4,22 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 12.952 | -0,65 | 1.845 | -4,85 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 176.509 | -0,06 | 25.140 | -4,27 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 6.258 | -39,31 | 891 | -41,88 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 94.090 | -1,28 | 13.401 | -5,44 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 439.711 | -0,93 | 62.628 | -5,10 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 35.157 | -4,97 | 5.006 | -9,00 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 3.747 | -12,64 | 534 | -16,33 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 10.598 | -0,01 | 1.509 | -4,19 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1.510.211 | -6,00 | 215.099 | -9,96 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3.185.211 | -1,50 | 453.670 | -5,65 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 8.235 | -0,69 | 1.173 | -4,87 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 5.835 | -1,37 | 917 | 4,32 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 4.880 | -99,33 | 695 | -4,14 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.000 | -36,10 | 142 | -38,79 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Helium Advisors LLC | 8.338 | -0,25 | 1.188 | -4,43 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 328.100 | -1,36 | 46.731 | -5,52 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2.278 | -22,15 | 324 | -25,52 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 287.937 | -9,53 | 41.011 | -13,34 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 62.905 | -6,66 | 8.960 | -10,59 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 6.517 | -1,48 | 928 | -5,60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 60.471 | -0,16 | 8.613 | -4,36 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 18.108 | -0,02 | 2.579 | -4,23 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 2.459 | -14,44 | 350 | -18,03 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2.012 | -21,77 | 287 | -25,13 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 33.765 | -4,12 | 4.809 | -8,16 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 90.961 | -0,62 | 12.956 | -4,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 3.738 | -1,89 | 532 | -6,01 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 182.185 | -0,94 | 25.949 | -5,11 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 447.667 | -0,83 | 66.564 | 1,24 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 3.026 | -15,80 | 431 | -19,48 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 5.715 | -5,91 | 814 | -9,97 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 8.762 | -0,09 | 1.248 | -4,37 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.423 | -1,25 | 203 | -5,61 | ||||
| 2026-05-08 | 13F | Bokf, Na | 20.856 | -1,70 | 2.971 | -5,83 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46.374 | -1,81 | 6.605 | -6,01 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 208.360 | -0,07 | 29.677 | -4,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.049.370 | -1,70 | 291.892 | -5,83 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 232.526 | -1,17 | 33.119 | -5,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.919.909 | -7,30 | 273.404 | -11,23 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 40.990 | -1,15 | 6.095 | 0,91 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 8.333 | -8,59 | 1.187 | -12,47 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 6.099 | -1,33 | 869 | -5,55 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 3.976 | -2,74 | 566 | -6,75 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 5.969 | -8,21 | 946 | -2,07 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 3.933 | -19,41 | 560 | -23,08 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 7.706 | -0,46 | 1.098 | -4,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.625 | -0,06 | 516 | -4,27 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 5.160 | -0,39 | 735 | -4,68 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 742.657 | -4,35 | 105.777 | -8,37 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 9.804 | -0,79 | 1.396 | -4,97 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 9.960 | -0,14 | 1.419 | -4,38 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | RHS Financial, LLC | 8.639 | -17,14 | 1.230 | -20,65 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 32.750 | -47,21 | 4.665 | -49,43 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3.176 | -1,79 | 452 | -5,83 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 37.838 | -0,11 | 5.389 | -4,31 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7.896 | -6,67 | 1.125 | -10,58 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 5.248 | -19,29 | 747 | -22,67 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 5.560 | -4,58 | 792 | -8,66 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.027 | -4,79 | 1.286 | -8,80 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2.400 | -29,62 | 342 | -32,74 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | King Wealth | 90.275 | -1,80 | 13 | -7,69 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 28.277 | -67,62 | 4.027 | -68,99 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 4.167 | -0,02 | 594 | -4,20 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 223.533 | -1,44 | 31.838 | -5,59 |
