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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 287.414 | -5,46 | 15.170 | -0,01 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 69.303 | -5,35 | 3.658 | 0,11 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 7.220.415 | -0,24 | 381.094 | 5,52 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 5.028 | -2,50 | 265 | 3,11 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 99.746 | -1,11 | 5.265 | 4,61 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 11.454 | -18,71 | 605 | -14,08 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 6.643 | -1,73 | 351 | 3,86 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 141.756 | -4,55 | 7.482 | 0,96 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 11.699 | -2,08 | 617 | 3,52 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 321.345 | -5,39 | 16.961 | 0,07 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 239.993 | -0,78 | 12.667 | 4,95 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 364.439 | -3,87 | 19.235 | 1,69 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 41.048 | -14,26 | 2.167 | -9,30 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 243.706 | -1,28 | 12.863 | 4,42 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 67.622 | -0,21 | 3.569 | 5,56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 93.912 | -9,68 | 4.957 | -4,47 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 140 | -63,06 | 7 | -61,11 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 95.133 | -0,64 | 5.021 | 5,11 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 573.203 | -3,20 | 30.254 | 2,39 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 39.712 | -0,08 | 2.207 | 11,25 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 8.435 | -11,28 | 445 | -6,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136.097 | -0,00 | 7.183 | 5,77 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 15.614 | -0,93 | 824 | 4,83 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 262.925 | -9,53 | 14.632 | 0,89 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 100.519 | -0,02 | 5.305 | 5,76 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 261.264 | -2,95 | 13.790 | 2,65 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 16.648 | -0,14 | 879 | 5,66 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 25.732 | -22,47 | 1.358 | -18,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 22.891 | -5,52 | 1.208 | -0,08 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 38.281 | -0,03 | 2.020 | 5,76 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 77.636 | -0,46 | 4.098 | -4,85 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 19.685 | -22,57 | 1.039 | -18,14 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 115.730 | -0,78 | 6.108 | 4,95 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 21.051 | -29,08 | 1.111 | -24,98 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 403.522 | -4,60 | 21.298 | 0,90 | ||||
| 2026-01-14 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 52.640 | -4,77 | 2.851 | 3,37 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9.189 | -1,50 | 485 | 4,09 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 62.584 | -48,92 | 3.346 | -45,28 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 38.890 | -29,24 | 2.053 | -25,16 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 53.036 | -6,87 | 2.799 | -1,48 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 508.589 | -2,23 | 26.843 | 3,42 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 341.423 | -16,99 | 18.021 | -12,21 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 330.167 | -1,85 | 17.426 | -2,68 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 17.095 | -68,15 | 902 | -66,32 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 67.814 | -1,80 | 3.579 | 3,86 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 297.184 | -15,34 | 15.685 | -10,45 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 36.801 | -5,73 | 1.942 | -0,26 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 71.122 | -0,40 | 3.754 | 5,33 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 257.587 | -7,07 | 13.732 | -0,72 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 376.732 | -1,60 | 19.884 | 4,08 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 81.147 | -1,73 | 4.283 | 3,93 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 89.431 | -0,03 | 4.720 | 5,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 127.745 | -3,06 | 6.742 | 2,54 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 704.008 | -3,90 | 37.158 | 1,64 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 12.404 | -23,91 | 655 | -19,56 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 117.830 | -0,17 | 6.219 | 5,60 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 89.425 | -3,77 | 4.720 | 1,79 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 397.188 | -0,16 | 20.964 | 5,61 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 6.605 | -5,24 | 349 | 0,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.196.765 | -40,74 | 63.644 | -37,73 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 41.575 | -0,58 | 2.194 | 5,18 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 373.279 | -4,04 | 19.702 | 1,49 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 4.110 | -21,16 | 217 | -16,92 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 387.218 | -6,72 | 20.437 | -1,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 25.690 | -1,26 | 1.282 | 6,84 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.611.107 | -1,11 | 85.034 | 4,60 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 386.221 | -0,37 | 20.385 | 5,38 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 145.843 | -1,19 | 7.698 | 4,51 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 | -99,48 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 1.077.890 | -1,37 | 56.891 | 4,33 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1.464 | -23,27 | 77 | -18,95 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 367.348 | -14,09 | 20.414 | -4,33 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 60.573 | -5,86 | 3.197 | -0,40 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1.149.077 | -1,95 | 60.648 | 3,71 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 593.757 | -1,06 | 31.339 | 4,66 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 93.817 | -1,96 | 4.952 | 3,69 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 6.449 | -1,20 | 340 | 4,62 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 61.985 | -3,62 | 3.272 | 1,93 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1.904 | -8,51 | 100 | -2,91 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 11.896 | -0,99 | 628 | 4,67 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 82.386 | -7,39 | 4.348 | -2,05 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 19.457 | -0,49 | 1.027 | 5,23 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 55.624 | -8,77 | 2.936 | -3,52 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 19.033 | -1,60 | 1.005 | 4,04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.000 | -74,41 | 53 | -73,33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 27.245 | -15,46 | 1.438 | -10,63 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 107.678 | -16,10 | 5.683 | -11,24 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 331.339 | -0,64 | 17.488 | 5,10 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 135.457 | -1,00 | 7.149 | 4,72 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 59.579 | -0,63 | 3.145 | 5,12 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 684.218 | -0,70 | 36.113 | 5,03 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 12.402 | -5,92 | 619 | 1,64 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.368.869 | -2,68 | 177.809 | 2,94 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 33.002 | -4,15 | 1.742 | 1,34 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 22.729 | -0,79 | 1.200 | 4,90 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 29.258 | -4,10 | 1.544 | 1,45 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 11.518 | -2,02 | 608 | 3,58 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 18.490 | -7,01 | 976 | -1,71 | ||||
| 2026-05-13 | 13F | Invst, LLC | 303.916 | -6,93 | 16.041 | -1,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 161.966 | -5,80 | 8.549 | -0,37 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 131.307 | -2,80 | 6.930 | 2,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 121.572 | -10,06 | 6.417 | -4,88 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 94.184 | -6,39 | 4.970 | -1,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 63.001 | -5,76 | 3.325 | -0,30 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 24.045 | -2,80 | 1.269 | 2,84 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 358.292 | -0,67 | 18.911 | 1,69 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 11.159 | -27,35 | 589 | -23,24 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.245.125 | -3,21 | 65.718 | 2,38 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 92.183 | -0,58 | 4.865 | 5,17 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 122.846 | -6,51 | 6.484 | -1,13 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 160.104 | -4,05 | 8.450 | 1,46 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 5.842 | -10,19 | 308 | -4,94 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 1.242.941 | -1,95 | 65.602 | 3,71 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 23.317 | -28,47 | 1.231 | -24,35 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 45.087 | -94,88 | 2.250 | -94,46 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.302 | -15,53 | 280 | -10,86 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 43.000 | -5,50 | 188 | -91,76 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 138.113 | -0,02 | 7.290 | 4,46 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 12.693 | -54,75 | 670 | -52,18 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 5.565 | -7,94 | 294 | -2,66 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 246.339 | -1,95 | 13.002 | -1,30 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 23.632 | -15,17 | 1.247 | -10,29 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.182 | -2,11 | 115 | 3,60 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 16.324 | -8,63 | 862 | -3,37 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 8.915 | -11,62 | 471 | -6,56 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.790 | -0,09 | 306 | 5,54 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 50.105 | -4,59 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 181 | -54,86 | 10 | -55,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 11.401 | -0,98 | 602 | 13,18 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 79.972 | -0,52 | 4.221 | 5,21 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 186.199 | -1,23 | 9.828 | 4,48 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 439.261 | -2,48 | 23.184 | 3,15 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 51.808 | -9,80 | 2.734 | -4,57 | ||||
| 2026-05-12 | 13F | Creative Planning | 3.414.821 | -0,49 | 180.234 | 5,25 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 123.188 | -2,25 | 6.502 | 3,39 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 42.476 | -1,93 | 2.242 | 3,70 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 157.095 | -6,91 | 8.291 | -1,53 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13.882 | -2,09 | 733 | 3,54 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14.645 | -23,62 | 773 | -15,43 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 7.320 | -4,33 | 386 | 1,31 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1.406 | -50,00 | 74 | -47,14 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 73.813 | -0,07 | 3.896 | 5,70 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 16.610 | -0,72 | 877 | 5,04 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 9.798 | -16,41 | 517 | -11,47 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 236.652 | -2,77 | 12.490 | 2,84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 518.438 | -0,25 | 27.363 | 5,51 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 48.852 | -1,47 | 2.578 | 4,20 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 8.803 | -28,06 | 465 | -23,93 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 673.881 | -9,77 | 35.567 | -4,57 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 221 | -5,15 | 12 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 51.737 | -4,55 | 2.731 | 0,96 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 29.716 | -56,28 | 1.568 | -53,76 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 705.161 | -0,59 | 37.770 | 6,61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 26.973 | -14,18 | 1.424 | -9,25 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 398 | -76,01 | 21 | -74,70 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 7.255 | -10,21 | 362 | -2,69 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 34.295 | -8,60 | 1.810 | -3,31 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 195.600 | -4,16 | 10.324 | 1,36 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.785.481 | -1,23 | 94.238 | 4,47 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 34.969 | -2,21 | 1.846 | 3,02 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71.058 | -11,25 | 3.750 | -6,13 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 4.094 | -7,75 | 216 | -2,26 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 56.658 | -2,71 | 2.990 | 2,89 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5.068 | -10,32 | 267 | -4,98 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 148.383 | -1,16 | 7.832 | 4,54 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 19.051 | -95,89 | 1.006 | -95,66 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.931.247 | -5,52 | 154.711 | -0,07 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 142.752 | -4,10 | 7.534 | 1,43 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 833.500 | -1,21 | 43.992 | -4,36 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 214.245 | -4,42 | 11.308 | 1,09 | ||||
| 2026-04-28 | 13F | Disciplined Equity Management, Inc. | 399.817 | -3,89 | 21.102 | 1,66 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 20.791 | -9,96 | 1.097 | -4,77 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 13.197 | -51,99 | 697 | -49,23 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 689.853 | -9,60 | 36.410 | -4,38 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 43.939 | -5,30 | 2.319 | 0,17 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 846.737 | -0,58 | 46.841 | 4,90 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 1.119.781 | -0,37 | 59.102 | 5,38 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4.941 | -1,02 | 247 | 6,96 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 205.186 | -1,13 | 10.830 | 4,58 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 89.017 | -4,18 | 4.698 | 1,36 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 21.786 | -0,78 | 1.195 | -1,65 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 424.833 | -1,94 | 22.423 | 3,71 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 128.164 | -0,73 | 6.764 | 5,00 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 206.482 | -2,29 | 10.898 | 3,36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 663.299 | -0,46 | 35.009 | 5,29 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 308.128 | -3,38 | 16.263 | 2,19 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 725.927 | -1,04 | 38.314 | 4,67 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 15.739 | -9,31 | 831 | -4,16 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 204.274 | -3,48 | 10.782 | 2,09 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 124.646 | -6,77 | 6.579 | -1,39 | ||||
| 2026-05-04 | 13F | Nwam Llc | 13.588 | -7,33 | 717 | -1,92 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 70.015 | -1,88 | 3.695 | 3,79 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 6.924 | -2,19 | 365 | 3,40 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 49.894 | -6,39 | 2.633 | -0,98 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 10.752 | -0,15 | 567 | 5,59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 3.550.562 | -0,58 | 187.399 | 5,16 | ||||
| 2026-04-24 | 13F | Balentine LLC | 16.373 | -15,23 | 864 | -10,28 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 73.932 | -31,21 | 3.902 | -12,90 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 48.995 | -1,12 | 2.586 | 4,57 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 11.513 | -0,51 | 614 | 6,24 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.263 | -0,70 | 225 | 4,67 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 146.176 | -2,83 | 7.715 | 2,78 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 119.333 | -11,02 | 5.955 | -3,73 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 90.376 | -1,82 | 4.770 | 3,85 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 74.192 | -2,48 | 3.916 | 3,13 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 23.549 | -7,26 | 1.243 | -1,97 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 3.003 | -3,04 | 158 | 2,60 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 82.459 | -7,94 | 4.352 | -2,62 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 585.418 | -0,39 | 30.898 | 5,36 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 331.984 | -1,16 | 17.522 | 4,55 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 4.886 | -1,61 | 258 | 4,05 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.017.209 | -1,52 | 53.698 | 4,23 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 8.844 | -1,78 | 467 | 3,79 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.233.998 | -2,01 | 117.910 | 3,65 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.202 | -0,59 | 327 | 5,14 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 20.600 | -0,48 | 1.087 | 5,33 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 31.209 | -3,10 | 1.647 | 2,49 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 10.679 | -75,39 | 564 | -74,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.961 | -2,20 | 209 | 3,47 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4.759 | -32,81 | 251 | -28,90 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 896.241 | -0,18 | 44.722 | -0,18 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.799 | -5,37 | 359 | 0,00 | ||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 15.983 | -5,72 | 844 | -0,24 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 83.388 | -0,22 | 4.401 | 5,54 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 180.692 | -0,49 | 9.537 | 5,24 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 384.561 | -1,31 | 20 | 5,26 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 38.987 | -4,56 | 2.058 | 0,93 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 193.928 | -1,49 | 10.236 | 4,19 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 8.187 | -86,73 | 432 | -85,96 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 35.441 | -4,43 | 1.871 | 1,08 | ||||
| 2026-05-14 | 13F | Betterment LLC | 96.067 | -1,49 | 5 | 25,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 43.540 | -4,84 | 2.298 | 0,66 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 22.834 | -0,83 | 1.205 | 4,97 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20.079 | -9,77 | 1.002 | -2,44 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 111.474 | -1,10 | 5.884 | 4,61 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 31.854 | -0,98 | 1.681 | 4,74 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 40.735 | -0,34 | 2.150 | 5,39 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 83.490 | -0,92 | 4.407 | 4,80 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 2.627 | -13,41 | 139 | -8,61 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 33.050 | -5,65 | 1.744 | -0,23 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 9.945 | -0,38 | 525 | 5,22 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 22.207 | -0,84 | 1.172 | 4,92 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4.302 | -4,27 | 227 | 1,34 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 3.811 | -97,88 | 201 | -96,04 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 33.401 | -2,13 | 1.763 | 3,46 | ||||
| 2026-05-15 | 13F | Css Llc/il | 33.970 | -15,81 | 1.793 | -10,98 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.856 | -88,83 | 98 | -88,29 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 13.848 | -9,66 | 731 | -4,45 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 218.495 | -4,65 | 11.532 | 0,86 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7.686 | -3,38 | 406 | 2,27 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 41.933 | -4,05 | 2.213 | 1,51 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 32.519 | -0,99 | 1.716 | 4,76 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 264.582 | -0,76 | 13.965 | 4,97 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 318.048 | -1,08 | 16.787 | 4,63 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 292.069 | -2,25 | 15.415 | 3,39 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 17.220 | -0,66 | 909 | 5,09 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 342.478 | -0,12 | 18.076 | 5,65 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 64.585 | -0,37 | 3.409 | 5,38 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 200 | -52,38 | 0 | |||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 95.714 | -15,30 | 5.052 | -10,41 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 10.391 | -0,79 | 566 | 6,81 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 28.333 | -1,18 | 1.495 | 4,55 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 241.227 | -1,12 | 12.732 | 4,58 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 320.867 | -3,46 | 17 | 0,00 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 358.252 | -2,78 | 18.909 | 2,83 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 19.957 | -0,14 | 1.053 | 5,62 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 25.744 | -0,60 | 1.359 | 5,11 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 38.991 | -8,77 | 2.058 | -3,52 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 34.978 | -3,93 | 1.846 | 1,65 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 39.853 | -7,67 | 2.103 | -4,10 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 29.067 | -1,88 | 1.534 | 3,79 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.120.300 | -2,37 | 59.129 | 3,26 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 237.577 | -1,00 | 12.539 | 4,71 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 201.310 | -6,37 | 11 | 0,00 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 417.363 | -3,22 | 22.028 | 2,37 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 9.315 | -53,93 | 492 | -51,29 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 16.314 | -27,98 | 861 | -23,81 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 1.602.043 | -0,56 | 88.305 | 8,30 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 116.203 | -1,80 | 6.133 | 3,88 |
