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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 7.417 | -29,52 | 335 | -32,11 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1.981.512 | -1,95 | 89.356 | 3,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 295.928 | -4,99 | 13.352 | -8,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 633.069 | -4,74 | 28.564 | -8,16 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 129.601 | -1,01 | 5.848 | -4,57 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.591 | -0,35 | 297 | -3,88 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 849.291 | -3,56 | 38.320 | -7,02 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 12.671 | -17,75 | 572 | -12,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 129.493 | -0,29 | 5.843 | -3,88 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 2.299.502 | -5,22 | 103.754 | -8,62 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10.760 | -2,78 | 485 | -6,19 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 34.537 | -0,27 | 1.713 | 5,74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 44.480 | -0,84 | 2.007 | -4,43 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 5.861 | -2,43 | 264 | -6,05 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 31.894 | -2,19 | 1.439 | -5,70 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 40.517 | -4,70 | 1.828 | -8,09 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 39.749 | -6,14 | 1.793 | -9,54 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 86.124 | -50,49 | 3.886 | -52,27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 58.237 | -1,49 | 2.554 | -8,40 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 91.140 | -41,89 | 4.112 | -43,98 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 148.759 | -7,61 | 6.712 | -10,94 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 22.635 | -1,97 | 1.021 | -5,46 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 4.764 | -1,47 | 223 | 38,75 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 216.785 | -11,70 | 9.781 | -14,87 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 88.525 | -44,66 | 3.994 | -46,64 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 29.682 | -13,29 | 1.339 | -16,42 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.278.772 | -4,80 | 57.698 | -8,22 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 100.736 | -0,53 | 4.545 | -4,09 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 13.048 | -12,16 | 589 | -15,40 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 32.266 | -1,46 | 1.456 | -5,03 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 10.995 | -3,92 | 496 | -7,29 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 26.747 | -0,76 | 1.207 | -4,36 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 32.034 | -2,37 | 1.445 | -5,86 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 135.851 | -12,77 | 6.130 | -15,90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 109.700 | -16,76 | 4.950 | -19,75 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 5.800 | -17,14 | 262 | -20,18 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 7.494 | -14,25 | 338 | -17,16 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 25.832 | -1,63 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 28.350 | -2,49 | 1.279 | -5,96 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 1.196.470 | -5,54 | 59.261 | -1,73 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 217.434 | -0,29 | 9.811 | -3,87 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 33.425 | -0,44 | 1.508 | -4,01 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 230.291 | -89,49 | 10.474 | -89,97 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21.150 | -0,19 | 954 | -3,73 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 55.953 | -1,06 | 2.525 | -4,61 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 10.387 | -1,10 | 469 | -4,68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47.167 | -20,46 | 2.128 | -23,32 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 188.393 | -1,65 | 8.500 | -5,18 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 904.653 | -3,19 | 40.818 | -6,67 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 56.317 | -69,01 | 2.541 | -70,13 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 40.121 | -0,03 | 1.810 | -3,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 523.235 | -17,16 | 23.608 | -20,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 44.553 | -0,40 | 2.010 | -3,97 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 19.407 | -0,28 | 941 | 3,30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 488.298 | -8,96 | 22.032 | -12,23 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 66.273 | -5,23 | 2.990 | -8,62 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 24.811 | -3,21 | 1.119 | -6,67 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 814.303 | -1,30 | 36.741 | -4,84 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 210.828 | -0,63 | 9.513 | -4,19 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 109.418 | -10,73 | 4.937 | -13,95 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 130.945 | -0,34 | 5.908 | -3,92 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.780 | -46,88 | 80 | -48,72 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 4.479.578 | -0,56 | 202.119 | -4,13 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 248.284 | -17,86 | 11.203 | -20,81 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 79.680 | -4,09 | 3.595 | -7,54 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 32.340 | -14,09 | 1.459 | -17,15 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 1.270.608 | -0,64 | 57.330 | -4,21 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1.110.841 | -31,39 | 50.765 | -34,01 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 9.708 | -0,55 | 438 | -3,74 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6.702 | -16,83 | 342 | -10,50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 55.289 | -45,64 | 2.495 | -47,61 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 119.992 | -1,41 | 5.414 | -4,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 48.178 | -84,26 | 2.174 | -84,83 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 251.385 | -2,34 | 11.342 | -5,85 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 149.254 | -4,13 | 6.734 | -7,56 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 122.383 | -0,06 | 5.522 | -3,66 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 19.170 | -12,45 | 865 | -15,62 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 6.532 | -31,26 | 295 | -33,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 21.741 | -9,20 | 981 | -12,50 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 23.078 | -20,21 | 1.041 | -23,06 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 55.004 | -1,94 | 2.482 | -6,20 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1.132.361 | -2,92 | 51.092 | -6,40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7.361 | -4,54 | 332 | -7,78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 64.253 | -1,70 | 85 | -97,22 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 162.939 | -2,29 | 7.352 | -5,80 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.816 | -54,34 | 849 | -55,96 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 50.467 | -2,44 | 2.277 | -5,91 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | FCG Investment Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 296.675 | -8,33 | 13.386 | -11,62 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 214.662 | -12,80 | 9.686 | -15,93 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 64.347 | -8,35 | 2.903 | -11,63 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 15.693 | -2,15 | 708 | -5,60 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.591 | -80,17 | 72 | -81,07 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25.817 | -11,08 | 1.165 | -14,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 120.829 | -7,80 | 5.452 | -11,12 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 37.197 | -1,17 | 1.678 | -4,71 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 7.581 | -4,92 | 342 | -8,31 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 127.158 | -2,18 | 5.737 | -5,69 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 28.397 | -3,08 | 1.281 | -6,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 242.374 | -6,47 | 10.936 | -9,84 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1.402 | -15,59 | 63 | -18,18 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 6.560 | -2,25 | 296 | -5,73 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 5.039 | -39,50 | 227 | -41,65 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.129 | -4,40 | 51 | -9,09 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 51.468 | -1,68 | 2.322 | -5,19 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 451.855 | -59,80 | 20 | -99,96 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 23.524 | -1,63 | 1.061 | -5,18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Awm Capital, Llc | 586.424 | -0,66 | 26.459 | -4,23 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.105.138 | -1,48 | 54.240 | 1,09 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 10.396 | -0,22 | 469 | -3,70 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 160.455 | -5,56 | 7.240 | -8,95 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 51.511 | -6,52 | 2.324 | -9,85 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 12.858 | -2,50 | 580 | -6,00 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 247.978 | -0,90 | 11.189 | -4,47 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 26.703 | -0,30 | 1.205 | -3,91 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 17.795 | -0,18 | 803 | -3,84 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 18.906 | -0,58 | 853 | -4,05 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 21.812 | -1,80 | 984 | -5,29 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 59.032 | -9,19 | 2.664 | -12,46 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 4.837 | -5,97 | 226 | -3,83 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 60.782 | -3,97 | 2.742 | -7,43 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 847.418 | -0,69 | 38.236 | -4,25 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 4.582 | -14,08 | 207 | -17,27 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 20.994 | -13,78 | 947 | -16,86 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 180.771 | -0,03 | 8.156 | -3,62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.781 | -0,09 | 306 | -3,79 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 4.960 | -4,02 | 224 | -7,47 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 16.245 | -4,74 | 733 | -8,27 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 13.030 | -6,80 | 588 | -10,24 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 61.009 | -1,72 | 2.753 | -5,27 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 70.307 | -1,71 | 3.172 | -5,23 | ||||
| 2026-05-14 | 13F | Betterment LLC | 558.284 | -7,67 | 25 | -10,71 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 9.348 | -11,92 | 422 | -15,12 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 5.427 | -30,45 | 245 | -33,15 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 54.418 | -22,42 | 2.455 | -25,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.052.401 | -0,53 | 47.484 | -4,10 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.296 | -15,08 | 284 | -17,92 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 39.547 | -2,40 | 1.784 | -7,08 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 606.337 | -4,42 | 27.358 | -7,85 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 15.602 | -6,93 | 704 | -10,33 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3.221.110 | -2,46 | 145.337 | -5,96 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 61.441 | -4,50 | 2.772 | -7,91 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 15.791 | -10,84 | 712 | -14,01 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 31.504 | -8,26 | 1.421 | -11,57 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 65.957 | -5,76 | 2.976 | -9,16 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 719.165 | -10,52 | 32.470 | -13,66 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 1.093.723 | -0,74 | 53.680 | 4,10 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 897.061 | -1,35 | 40.475 | -4,89 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 68.720 | -0,09 | 3.101 | -3,70 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 2.068.805 | -3,51 | 93.344 | -6,98 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 16.595 | -0,91 | 749 | -4,47 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 35.464 | -1,81 | 1.600 | -5,33 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 421.523 | -0,04 | 19.727 | -0,04 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 8.937 | -15,59 | 403 | -18,59 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4.660 | -2,65 | 210 | -6,25 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 17.012 | -0,19 | 768 | -3,76 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 34.466 | -40,22 | 1.555 | -42,36 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 409.434 | -0,14 | 18.474 | -3,73 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 50.683 | -3,46 | 2.287 | -6,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14.274 | -6,03 | 644 | -9,30 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20.324 | -54,15 | 917 | -55,79 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 76.996 | -10,49 | 3.474 | -13,69 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 21.568 | -5,30 | 973 | -8,64 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 2.622.490 | -1,21 | 118.327 | -4,75 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 962.980 | -0,31 | 43 | -4,44 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 432.980 | -0,28 | 19.536 | -3,86 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.432 | -5,31 | 516 | -8,85 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 70.452 | -0,94 | 3.179 | -4,51 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2.710 | -6,23 | 122 | -9,63 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 204 | -47,56 | 9 | -50,00 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 99.369 | -0,98 | 4.484 | -4,54 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 86.172 | -0,76 | 3.888 | -4,31 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 8.753 | -0,08 | 395 | -3,67 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 299.017 | -0,85 | 14.069 | -2,14 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 12.272 | -13,18 | 554 | -16,34 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 12.193 | -19,77 | 550 | -22,64 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 308.167 | -0,42 | 13.905 | -4,00 |
