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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 369.253 | -47,67 | 22.933 | -40,59 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 81.873 | -17,62 | 5.113 | -13,60 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.867 | -79,09 | 241 | -78,09 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 3.517 | -3,62 | 220 | 0,92 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Rs Crum Inc. | 321.946 | -0,06 | 20.106 | 4,82 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 16.808 | -78,56 | 1.050 | -77,52 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 22.211 | -12,25 | 1.387 | -7,96 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 88.049 | -0,79 | 5.865 | 5,71 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 18.294 | -2,01 | 1.142 | 2,79 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373.958 | -47,48 | 23.354 | -46,83 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 117.577 | -1,30 | 7.343 | 3,53 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 30.170 | -7,17 | 1.998 | 3,26 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 39.325 | -48,85 | 2.456 | -46,36 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 83.822 | -0,71 | 5.235 | 4,14 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 23.904 | -1,56 | 1.493 | 3,25 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 14.867 | -1,04 | 928 | 3,80 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 46.110 | -0,97 | 2.880 | 3,86 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 155.140 | -6,14 | 9.688 | -1,54 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 280.077 | -6,38 | 17.491 | -1,81 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 174.031 | -6,88 | 10.870 | -2,34 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 142.654 | -1,93 | 8.909 | 2,85 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 389.508 | -1,71 | 24.325 | 3,10 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 141.760 | -5,65 | 8.853 | -1,04 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 28.442 | -32,08 | 1.776 | -28,76 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 131.820 | -0,18 | 8.232 | 4,71 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.191 | -3,42 | 1 | |||||
| 2026-04-15 | 13F | marrick wealth, LLC | 34.491 | -1,51 | 2.154 | 3,26 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 17.130 | -1,58 | 1.070 | 3,19 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 44.333 | -12,68 | 2.777 | -8,11 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 90.022 | -0,36 | 5.622 | 4,50 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 30.451 | -0,26 | 1.902 | 4,62 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.644.999 | -2,90 | 164.729 | 1,57 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7.271 | -13,76 | 454 | -9,38 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 4.764 | -0,98 | 298 | 3,85 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 357.069 | -1,29 | 22.299 | 3,53 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 57.707 | -0,53 | 3.604 | 4,31 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 119.543 | -1,15 | 7 | 0,00 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1.481.170 | -1,56 | 92.499 | 3,25 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 41.854 | -0,19 | 2.614 | 4,69 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 21.364 | -17,58 | 1.334 | -13,55 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 687.667 | -0,41 | 42.945 | 4,46 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 138.435 | -7,11 | 8.645 | -2,57 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 26.819 | -0,39 | 1.675 | 4,43 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 336.665 | -17,27 | 21.025 | -13,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 69.489 | -0,92 | 4.340 | 3,93 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 55.770 | -1,17 | 3.483 | 1,93 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fmb Wealth Management | 105.287 | -0,53 | 6.575 | 4,35 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 470.810 | -1,48 | 29.402 | 3,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.014 | -0,95 | 418 | 1,21 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.790.490 | -1,66 | 111.816 | 3,15 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 253.090 | -1,37 | 15.805 | 3,45 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 4.017 | -19,09 | 251 | -15,25 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 433.098 | -0,04 | 27.047 | 4,84 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 78.515 | -18,41 | 4.903 | -14,42 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 49.814 | -28,51 | 3.299 | -20,47 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cortland Associates Inc/mo | 4.105 | -15,97 | 256 | -12,03 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 20.172 | -0,25 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 297.224 | -10,40 | 18.562 | -6,02 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 65.437 | -2,88 | 4.087 | 1,87 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 8.322 | -1,16 | 520 | 3,59 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 7.911 | -0,50 | 494 | 4,44 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 13.959 | -1,10 | 872 | 3,69 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.078.809 | -46,41 | 67.706 | -45,49 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 6.942 | -4,14 | 434 | 0,46 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4.932 | -2,18 | 308 | 2,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 430.509 | -0,50 | 26.885 | 4,37 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.200 | -7,10 | 262 | -2,60 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 318.180 | -2,04 | 19.870 | 2,75 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 484.876 | -2,41 | 30.281 | 2,36 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 175.817 | -0,53 | 10.980 | 4,32 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 12.854 | -0,18 | 803 | 4,70 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 51.716 | -2,47 | 3.230 | 2,28 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 206.222 | -7,65 | 12.879 | -3,14 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 64.332 | -0,15 | 4.018 | 4,72 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 405.032 | -1,31 | 25.294 | 3,52 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13.065 | -3,22 | 816 | 1,49 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 33.401 | -35,09 | 2.086 | -31,93 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 60.386 | -1,46 | 3.771 | 3,37 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 483.448 | -4,47 | 30.191 | 0,20 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 55.195 | -0,39 | 3.447 | 4,46 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 221.567 | -1,54 | 13.837 | 3,26 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 49.374 | -0,63 | 3.083 | 4,23 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4.750 | -3,89 | 315 | 6,80 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.800.523 | -2,60 | 112.443 | 2,16 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 37.725 | -0,40 | 2.484 | 2,06 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 36.207 | -3,39 | 2.261 | 1,34 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 27.889 | -14,08 | 1.742 | -9,89 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 762.703 | -4,50 | 47.631 | 2,45 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 345.563 | -2,22 | 21.580 | 1,52 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 60.547 | -11,38 | 3.781 | -7,06 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 14.720 | -65,64 | 919 | -63,96 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 58.837 | -5,14 | 3.674 | -0,51 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 230.975 | -1,32 | 14.424 | -2,04 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 7.381 | -88,02 | 439 | -87,75 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 5.407 | -1,28 | 338 | 3,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 625.136 | -3,23 | 38.271 | -0,50 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 9.358 | -7,51 | 584 | -2,99 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 14.178 | -8,38 | 885 | -3,91 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 3.291 | -45,74 | 206 | -43,21 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 15.360 | -3,77 | 959 | 0,95 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 69.706 | -2,18 | 4.353 | 2,62 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.394.118 | -3,14 | 90.074 | 5,10 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.357.119 | -0,71 | 84.752 | 4,14 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 15.618 | -0,88 | 975 | 3,94 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 5.143 | -0,66 | 321 | 4,22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.540.234 | -2,30 | 158.638 | 2,47 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 97.208 | -1,05 | 6 | 20,00 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 71.769 | -1,17 | 4.482 | 3,65 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 234.976 | -0,50 | 14.674 | 4,37 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 48.434 | -1,18 | 3.025 | 3,63 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 84.905 | -0,12 | 5.302 | 4,76 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 757.816 | -6,12 | 47.325 | -1,53 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.485 | -1,41 | 467 | 3,32 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 214.991 | -6,49 | 13.426 | -1,92 | ||||
| 2026-05-12 | 13F | Creative Planning | 13.521.487 | -1,36 | 844.417 | 3,46 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 835.709 | -0,60 | 52.190 | 4,26 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | BDFS Capital LLC | 11.029 | -3,06 | 689 | 1,62 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 10.386 | -10,75 | 649 | -4,28 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 54.391 | -1,51 | 3.397 | 3,28 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.747 | -0,81 | 3.419 | 4,02 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 87.765 | -18,54 | 5.481 | -14,58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 27.857 | -0,43 | 1.740 | 4,44 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 85.947 | -4,63 | 314 | -94,15 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 17.471 | -0,18 | 1.091 | 4,70 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 75.872 | -6,29 | 4.738 | -1,70 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 74.591 | -2,13 | 4.658 | 2,64 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 50.089 | -13,54 | 3.128 | -9,31 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 1.186.639 | -0,21 | 74.806 | 5,28 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 172.657 | -17,20 | 10.782 | -13,15 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 6.551 | -7,38 | 409 | -2,85 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 148.439 | -0,32 | 9.270 | 4,56 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.903 | -15,27 | 181 | -10,84 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 294.502 | -0,35 | 18.392 | 4,51 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.796 | -0,02 | 362 | 4,64 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 18.685 | -0,57 | 1.167 | 4,29 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4.139 | -2,61 | 258 | 1,98 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 32.402 | -0,06 | 2.024 | 4,82 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 35.499 | -1,83 | 2.217 | 2,97 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 13.346 | -6,99 | 833 | -2,46 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 138.540 | -1,44 | 8.652 | 3,37 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 914.073 | -0,47 | 57.084 | 4,39 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22.257 | -0,58 | 1.390 | 3,19 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 2.115 | -3,82 | 132 | 1,54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7.647 | -0,87 | 478 | 3,92 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 3.422 | -1,78 | 214 | 2,90 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 7.296 | -1,75 | 456 | 2,94 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4.830 | -2,05 | 302 | 2,73 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 190.210 | -2,47 | 11.879 | 2,30 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9.412 | -0,31 | 633 | 0,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.234 | -3,22 | 2.700 | 1,54 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 20.338 | -1,06 | 1.270 | 3,84 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 394.234 | -1,92 | 24.620 | 2,87 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 325.680 | -4,91 | 20.339 | -0,26 | ||||
| 2026-04-28 | 13F | Disciplined Equity Management, Inc. | 414.170 | -0,91 | 25.865 | 3,94 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3.476 | -2,41 | 207 | -0,48 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 100.705 | -0,03 | 6.289 | -1,47 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 78.209 | -1,83 | 4.884 | 2,97 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 34.072 | -2,54 | 2.128 | 2,21 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.080.817 | -0,27 | 67.497 | 4,61 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 149.816 | -4,43 | 9.356 | 0,25 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 100.973 | -18,63 | 6.306 | -14,66 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 289.809 | -0,82 | 18.099 | 4,02 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 179.854 | -0,43 | 11.232 | 4,44 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 429.132 | -2,44 | 25.551 | 102.100,00 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 84.139 | -5,90 | 5.254 | -1,30 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8.153 | -11,57 | 509 | -7,12 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 24.099 | -0,76 | 1.505 | 4,08 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6.383.799 | -0,91 | 398.668 | 3,93 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 13.198 | -2,03 | 824 | 2,74 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 126.465 | -1,39 | 7.898 | 3,42 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 41.587 | -2,39 | 2.597 | 2,41 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 55.267 | -4,99 | 3.451 | -0,35 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 628.735 | -0,37 | 39.265 | 4,50 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 9.266 | -26,28 | 579 | -22,73 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 47.167 | -0,20 | 2.946 | 4,69 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 285.092 | -3,67 | 17.804 | 1,03 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 277.274 | -5,31 | 17.316 | -0,69 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 3.974 | -17,29 | 251 | -12,59 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 41.354 | -1,23 | 2.583 | 3,61 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13.286 | -3,87 | 882 | 0,69 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 13.166 | -0,58 | 822 | 4,31 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 14.468 | -10,11 | 904 | -5,74 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 80.653 | -9,08 | 5.037 | -4,64 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 557 | -14,96 | 33 | -13,16 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 89.185 | -1,39 | 5.570 | 3,42 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 18.970 | -0,01 | 1.185 | 4,87 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 32.591 | -0,14 | 2.035 | 4,73 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 16.576 | -10,81 | 1.035 | -6,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 340.948 | -0,41 | 20.300 | -0,41 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 18.332 | -0,21 | 1.145 | 4,67 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26.681 | -2,01 | 1.666 | 2,78 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 9.660 | -1,01 | 603 | 3,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.210.319 | -4,02 | 75.584 | 0,67 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.401 | -3,18 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 12.373 | -1,08 | 773 | 3,76 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 738.026 | -0,84 | 46.090 | 4,01 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 13.891 | -0,44 | 867 | 4,46 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 35.801 | -0,49 | 2.236 | 4,34 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5.138 | -11,11 | 321 | -6,98 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 9.646 | -25,11 | 602 | -21,41 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 3.900 | -3,70 | 244 | 0,83 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 26.113 | -0,84 | 1.631 | 4,02 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11.011 | -21,15 | 688 | -17,33 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 185.260 | -0,89 | 11.569 | -3,66 | ||||
| 2026-04-21 | 13F | Maseco Llp | 10.139 | -4,55 | 633 | 0,16 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 22.442 | -1,87 | 1.336 | 0,38 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 22.307 | -63,35 | 1.393 | -61,55 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.357 | -3,66 | 647 | 0,94 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 52.632 | -2,13 | 3.287 | 2,66 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Navigoe, LLC | 221.400 | -1,90 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 440.921 | -1,28 | 27.536 | 3,55 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 3.900 | -3,70 | 244 | 0,83 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 89.960 | -0,86 | 5.618 | 4,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 134.174 | -2,03 | 8.379 | 2,76 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 12.559 | -0,72 | 784 | 4,12 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 733.725 | -1,30 | 45.821 | 3,52 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 23.682 | -1,42 | 1.479 | 3,36 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4.783.669 | -0,98 | 298.740 | 3,86 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 42.592 | -1,55 | 2.660 | 3,26 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7.295 | -10,19 | 456 | -5,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 116.225 | -11,81 | 7.258 | -7,51 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 70.875 | -4,22 | 4.426 | 0,48 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 3.342 | -98,32 | 209 | 5,05 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | McMill Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 31.459 | -5,85 | 1.965 | -1,26 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 408.979 | -3,69 | 25.541 | 1,01 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 340.562 | -1,44 | 21.268 | 3,38 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 91.887 | -0,85 | 5.738 | 4,01 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 188.313 | -1,53 | 11.760 | 3,28 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 31.516 | -7,15 | 1.968 | -2,57 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 5.886 | -4,65 | 368 | 0,00 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 222.944 | -1,41 | 13.923 | 3,41 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 88.565 | -2,20 | 5.531 | 2,58 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 9.732 | -13,31 | 608 | -9,13 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.500 | -68,09 | 293 | -66,78 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 135.612 | -9,00 | 8.469 | -4,56 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 521.617 | -1,21 | 32.575 | 3,62 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 77.670 | -5,84 | 4.851 | -1,24 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 37.000 | -1,49 | 2.311 | 3,31 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 37.235 | -5,14 | 2.325 | -0,51 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 128.151 | -10,00 | 7.630 | -7,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.062 | -0,35 | 753 | 4,58 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 202.801 | -0,20 | 12.665 | 4,67 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 6.893 | -9,71 | 449 | -1,32 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 70.277 | -3,49 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 69.063 | -0,82 | 4.313 | 4,03 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.004 | -5,66 | 312 | -0,95 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 151.851 | -1,32 | 9.483 | 3,50 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 375.683 | -1,59 | 23.461 | 3,22 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.733 | -14,15 | 358 | -9,82 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 448 | -37,69 | 28 | -35,71 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 82.111 | -0,41 | 5.128 | 4,46 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 17.369 | -4,70 | 1.085 | -2,25 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.551 | -8,79 | 971 | -4,33 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 117.161 | -6,63 | 7.317 | -2,07 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 920.291 | -0,59 | 57.472 | 4,27 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 5.657 | -0,49 | 353 | 4,44 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 40.611 | -0,60 | 2.536 | 4,28 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 80.935 | -5,31 | 5.054 | -0,67 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 149.514 | -1,83 | 9.337 | 2,98 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 24.392 | -0,01 | 1.523 | 4,89 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 214.986 | -0,56 | 13.426 | 4,30 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 133.937 | -0,90 | 8.364 | 3,94 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 11.624 | -0,19 | 726 | 4,62 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 70.478 | -1,80 | 4.401 | 3,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 99.870 | -1,41 | 6.237 | 3,40 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 99.342 | -7,12 | 6.204 | -2,59 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 479.391 | -1,21 | 29.938 | 3,61 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 303.139 | -6,56 | 18.931 | -1,99 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 58.290 | -5,40 | 3.640 | -0,76 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 136.618 | -3,87 | 8.532 | 0,83 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 17.746 | -3,28 | 1.108 | 1,47 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 3.735 | -21,42 | 233 | -17,38 |
