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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.878.025 | -16,42 | 151.331 | -12,56 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 212.186 | -7,74 | 17.098 | -3,47 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 572.766 | -1,69 | 46.153 | 2,85 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 3.592 | -3,00 | 289 | 1,40 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 4.120 | -10,61 | 332 | -6,50 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 32.924 | -33,84 | 2.653 | -30,79 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 240.390 | -1,65 | 19.371 | 2,90 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 66.983 | -1,81 | 5.397 | 2,72 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 28.972 | -31,31 | 2.335 | -28,14 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 28.258 | -9,50 | 2.277 | -5,28 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 31.733 | -1,73 | 2.557 | 2,81 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 125.276 | -4,94 | 10.095 | -0,55 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 174.958 | -4,72 | 14.098 | -7,61 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 767.587 | -0,76 | 61.852 | 3,83 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 23.123 | -0,14 | 1.863 | 4,49 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 26.017 | -3,21 | 2.096 | 1,26 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 17.472 | -49,91 | 1.408 | -51,45 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 238 | -20,40 | 19 | -17,39 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 2.055 | -8,14 | 166 | -4,07 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 68.475 | -5,36 | 5.518 | -0,99 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 57.135 | -11,75 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 3.170 | -15,47 | 255 | -11,46 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 67.140 | -4,53 | 5.410 | -0,11 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 7.565 | -5,02 | 610 | -0,65 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.025.958 | -0,48 | 82.567 | 3,98 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Truepoint, Inc. | 455.472 | -0,56 | 36.702 | 4,03 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 132.225 | -48,66 | 10.655 | -48,40 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 410.855 | -5,62 | 33.107 | -1,26 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22.735 | -90,32 | 1.848 | -89,79 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 34.249 | -31,05 | 2.760 | -27,87 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.533.037 | -27,22 | 123.532 | -23,86 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 45.163 | -10,84 | 3.639 | -6,72 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 40 | -99,66 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 2.937 | -2,17 | 237 | 2,16 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 619.622 | -2,47 | 50.394 | 2,98 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 132.593 | -21,65 | 10.684 | -18,02 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 909 | -1,20 | 73 | 4,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 41.347 | -2,52 | 3.332 | -8,61 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 6.553 | -0,80 | 528 | 3,94 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 22.231 | -3,37 | 1.791 | 1,13 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 368.308 | -0,27 | 29.678 | 4,34 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 251.399 | -1,13 | 20.258 | 3,44 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 277.692 | -12,33 | 22.376 | -8,28 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 34.163 | -3,35 | 2.753 | 1,10 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 8.105 | -6,30 | 653 | -1,95 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 16.702 | -2,18 | 1.346 | 2,28 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 12.730 | -0,09 | 1.026 | 4,49 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 22.331 | -3,32 | 1.799 | 1,12 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 29.531 | -0,68 | 2.380 | 3,89 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.358 | -4,84 | 110 | -3,54 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 183.982 | -4,12 | 14.825 | 0,31 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 85.004 | -2,91 | 8.065 | 12,77 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 20.107 | -9,77 | 1.620 | -5,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 919.579 | -5,62 | 74.100 | -1,25 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 7.397 | -24,76 | 596 | -21,27 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 7.058 | -0,32 | 670 | 19,68 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 27.450 | -0,68 | 2.212 | 3,90 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 8.673 | -0,41 | 762 | 7,03 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 12.237 | -23,37 | 986 | -19,77 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 8.346 | -16,55 | 672 | -12,73 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 22 | -87,78 | 2 | -92,31 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2.953 | -12,27 | 238 | -8,49 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 78.754 | -0,21 | 6.346 | 4,39 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 166.412 | -0,46 | 13.409 | 4,15 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 56.312 | -1,33 | 4.538 | 3,23 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 78.748 | -3,97 | 6.346 | 0,46 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 88.967 | -0,70 | 7.169 | 3,88 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5.394 | -2,53 | 435 | 1,88 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 252 | -13,70 | 20 | -9,09 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 49.702 | -0,46 | 4.005 | 4,16 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 48.792 | -0,53 | 3.932 | 4,08 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.544 | -15,45 | 205 | -20,31 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 1.076.937 | -2,88 | 86.780 | 1,61 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 69.518 | -1,54 | 5.602 | 3,02 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 181 | -51,99 | 14 | -53,57 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 99.000 | -2,28 | 7.977 | 2,24 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 31.557 | -3,35 | 2.543 | 1,11 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 220.107 | -22,04 | 17.736 | -18,43 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.520 | -31,18 | 1.170 | -28,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 456 | -17,54 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 8.393 | -0,08 | 676 | 4,64 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 3.706 | -33,33 | 299 | -30,37 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 12 | -84,42 | 1 | |||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 399.267 | -2,26 | 32.173 | 2,26 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 234.314 | -3,63 | 18.881 | 0,83 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 254.769 | -2,64 | 20.529 | 1,87 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 10.085 | -1,05 | 813 | 3,57 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 41.062 | -0,77 | 3.309 | 3,83 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 7.679 | -0,56 | 619 | 4,04 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 33.055 | -0,93 | 2.664 | 3,66 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 352.831 | -1,73 | 28.431 | 2,82 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 7.672 | -93,15 | 591 | -92,99 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 516.850 | -1,25 | 41.648 | 3,31 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.069 | -0,83 | 86 | 3,61 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 12.499 | -7,65 | 1.007 | -3,36 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 78.309 | -45,06 | 6.310 | -42,52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4.899 | -1,43 | 395 | 3,14 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 490.632 | -3,50 | 39.535 | 0,97 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 48.217 | -4,22 | 3.885 | 0,21 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.169 | -1,40 | 255 | 3,24 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 73.529 | -32,48 | 5.925 | -29,37 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 600 | -50,00 | 47 | -47,19 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 156.443 | -0,74 | 12.606 | 3,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 453.616 | -2,32 | 36.552 | 2,19 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 56.622 | -2,97 | 4.563 | 1,51 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 386.797 | -5,06 | 31.168 | -0,67 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 228.371 | -27,54 | 18.402 | -24,19 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 190.591 | -0,70 | 15 | 7,14 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 53.632 | -1,05 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 80.103 | -0,92 | 6.455 | 3,66 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 32.989 | -7,56 | 2.658 | -3,28 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 275.318 | -5,66 | 22.185 | -1,30 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 73.492 | -10,82 | 5.922 | -6,70 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 85.645 | -0,21 | 6.901 | 4,40 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 127.901 | -7,20 | 10.306 | -2,91 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 16.648 | -7,82 | 1.341 | -3,59 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 41.066 | -1,70 | 3.309 | 2,86 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 3.597 | -20,08 | 277 | -18,05 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 77.521 | -2,09 | 6.247 | 2,43 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 126.171 | -12,44 | 10.167 | -8,40 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 28.468 | -25,66 | 2.294 | -22,24 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 77.717 | -0,91 | 6.262 | 3,68 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 21.680 | -3,45 | 1.747 | 0,98 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 380.953 | -2,40 | 30.697 | 2,11 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 154.452 | -4,94 | 12.446 | -0,55 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 36.531 | -1,02 | 2.944 | 3,55 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 26.992 | -7,63 | 2.175 | -3,33 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 28.030 | -0,04 | 2.286 | 3,39 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 49.230 | -9,52 | 4.218 | -2,74 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 36.522 | -1,85 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 155 | -90,64 | 12 | -90,55 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 59.377 | -21,73 | 4.785 | -18,12 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 8.677 | -30,98 | 699 | -27,79 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 92.032 | -2,82 | 7.416 | 1,66 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 30.547 | -12,32 | 2.461 | -8,27 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 103.999 | -1,58 | 8.380 | 2,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.833.494 | -7,03 | 147.743 | -2,73 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 82.444 | -14,35 | 6.643 | -10,39 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 77.473 | -5,76 | 6.243 | -1,41 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 37.865 | -0,86 | 3.051 | 3,74 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 9.975 | -8,90 | 1 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 178.253 | -0,02 | 14.364 | 4,60 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 38.361 | -2,05 | 3.091 | 2,49 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 39.662 | -0,17 | 3.196 | 4,45 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Foster & Motley Inc | 521.207 | -2,26 | 42 | 0,00 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 3.195 | -4,40 | 257 | 0,00 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.160 | -32,60 | 577 | -29,58 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 254.834 | -1,34 | 20.535 | 3,22 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 10.857 | -2,63 | 875 | 1,86 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 3.184 | -1,00 | 257 | 3,64 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 433.034 | -0,18 | 34.894 | 4,44 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.220.939 | -7,94 | 98.383 | -3,68 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 31.195 | -3,33 | 2.514 | 1,13 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 4.507 | -1,36 | 363 | 3,42 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 105.563 | -1,45 | 8.506 | 3,10 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 1.301 | -21,01 | 105 | -17,46 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 22.397 | -0,02 | 1.805 | 4,58 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 619.902 | -3,37 | 49.952 | 1,09 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 53.679 | -1,88 | 4.325 | 2,66 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 12.921 | -3,39 | 1.041 | 1,07 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15.339 | -1,28 | 1.236 | 3,34 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 53.612 | -0,14 | 4.320 | 4,47 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 4.538 | -6,99 | 366 | -2,67 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 64.525 | -43,37 | 5.199 | -40,75 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 11.598 | -1,70 | 935 | 2,86 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 73.251 | -1,96 | 5.903 | 2,57 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 65.302 | -31,78 | 5.262 | -28,62 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 13.510 | -3,90 | 1.089 | 0,55 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 44.766 | -36,26 | 3.607 | -38,19 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 225 | -43,32 | 18 | -40,00 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5.011 | -0,12 | 404 | 4,40 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 829.341 | -3,16 | 66.828 | 1,32 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3.508 | -1,21 | 283 | 3,30 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 110.805 | -8,37 | 8.929 | -4,13 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 5.914 | -0,85 | 477 | 3,70 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 153.790 | -0,48 | 12.392 | 4,13 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 531 | -80,04 | 43 | -79,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 52.000 | -10,42 | 4.190 | -6,26 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 82.310 | -2,08 | 6.633 | 2,44 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 121.494 | -0,37 | 9.790 | 4,23 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 133.328 | -1,78 | 10.744 | 2,75 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 12.315 | -0,78 | 992 | 3,87 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.277 | -56,74 | 184 | -59,33 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 31.342 | -6,88 | 2.526 | -2,58 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 32.887 | -26,42 | 2.650 | -23,01 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 11.974 | -11,99 | 965 | -7,93 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 93.158 | -98,64 | 7.507 | 9,45 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 45.039 | -0,51 | 3.629 | 4,10 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 11.105 | -1,00 | 895 | 3,59 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 12.422 | -1,99 | 1.001 | 2,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 29.106 | -2,42 | 2.345 | 2,09 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 7.884 | -6,95 | 635 | -2,61 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 92.143 | -18,83 | 7.425 | -15,08 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 7.468 | -0,03 | 602 | 4,52 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.088 | -6,84 | 329 | -2,37 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 21.274 | -0,64 | 1.714 | 3,94 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 14.088 | -0,52 | 1.135 | 4,13 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 44.428 | -2,41 | 3.580 | 2,08 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.738.339 | -0,10 | 133.887 | 2,44 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 179.470 | -11,49 | 14.462 | -7,40 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 20.789 | -1,95 | 1.675 | 2,63 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 18.801 | -5,42 | 1.515 | -1,11 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 597 | -15,08 | 48 | -11,11 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 160.126 | -21,57 | 12.903 | -17,95 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 6.385 | -16,19 | 515 | -12,29 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2.503 | -94,91 | 202 | -94,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.888.950 | -15,87 | 152.212 | -11,98 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 347 | -0,29 | 28 | 3,85 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 217.908 | -0,04 | 17.559 | 4,58 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 80.727 | -3,25 | 2.441 | 1,04 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 41 | -44,59 | 3 | -40,00 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 102.734 | -6,15 | 8.278 | -1,80 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 217.835 | -2,16 | 17.553 | 2,36 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10.244 | -29,36 | 825 | -26,08 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 5.282 | -5,32 | 426 | -0,93 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 56.531 | -4,48 | 4.555 | -0,07 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 462.739 | -4,36 | 37.288 | 0,06 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 11.140 | -2,33 | 1 | |||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 234.592 | -1,28 | 18.903 | 3,28 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17.406 | -2,39 | 1.403 | 2,11 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 234 | -1,27 | 19 | 0,00 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 98.386 | -0,01 | 7.928 | 4,61 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 164.052 | -2,31 | 13.219 | 2,21 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7.527 | -38,24 | 612 | -34,86 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 335.823 | -2,56 | 27.061 | 1,95 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 86.094 | -0,64 | 6.937 | 3,96 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 47.826 | -16,74 | 3.854 | -12,89 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 33.485 | -2,37 | 2.698 | -0,95 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.062.318 | -33,68 | 85.602 | -30,61 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 862.929 | -1,52 | 69.535 | 3,03 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 67.193 | -1,15 | 5.414 | 3,42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 35.757 | -3,41 | 2.881 | 1,05 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 15.820 | -3,38 | 1.275 | 1,03 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 351.811 | -42,75 | 28.349 | -40,11 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 16.549 | -0,79 | 1.334 | 3,82 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Lam Group, Inc. | 21.630 | -1,73 | 1.743 | 2,77 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 206.501 | -1,04 | 16.640 | 3,53 |
