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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.711 | -49,70 | 129 | -49,21 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 325.039 | -0,08 | 15.449 | 1,22 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 31.580 | -3,33 | 1.501 | -2,09 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 15.255 | -2,18 | 725 | -1,49 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 54.327 | -0,80 | 2.582 | 0,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1.975.969 | -7,20 | 93.918 | -6,00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 191.899 | -3,77 | 9.121 | -2,52 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11.030 | -0,60 | 524 | 0,77 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6.898 | -20,25 | 328 | -19,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.457 | -27,64 | 259 | -26,63 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.767 | -13,93 | 84 | -13,54 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6.292 | -32,78 | 299 | -31,74 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 19.652 | -3,47 | 934 | -2,20 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.000 | -20,00 | 48 | -18,97 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2.594 | -10,37 | 123 | -8,89 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 304.852 | -4,33 | 14.490 | -3,08 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 503.630 | -2,34 | 23.938 | -1,07 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 318.719 | -1,05 | 15.149 | 0,23 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 637.458 | -1,84 | 30.298 | -0,56 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34.095 | -12,42 | 1.621 | -11,28 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5.096.490 | -1,85 | 242.236 | -0,57 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 50.852 | -5,19 | 2.417 | -3,97 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | KWB Wealth | 80.149 | -3,79 | 3.761 | -3,79 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 75.028 | -4,74 | 3.566 | -3,49 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 134.380 | -0,96 | 6.387 | 0,35 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 5.793 | -81,71 | 302 | -80,52 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 7.945 | -12,91 | 378 | -11,92 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.629 | -40,73 | 220 | -39,89 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.432 | -4,07 | 211 | -2,78 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 424.698 | -2,24 | 20.186 | -0,97 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 87.380 | -3,38 | 4.153 | -2,12 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 109.117 | -2,68 | 5.186 | -1,41 | ||||
| 2026-05-11 | 13F | Commerce Bank | 7.662 | -17,16 | 364 | -66,88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 30.115 | -5,45 | 1.413 | -1,88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 21.971 | -31,82 | 438 | -71,01 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 587.026 | -8,73 | 27.901 | -7,55 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 33.405 | -2,95 | 1.595 | -1,24 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 9.086 | -4,86 | 432 | -3,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.820 | -9,68 | 372 | -8,62 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 138.356 | -3,32 | 6.576 | -2,06 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 170.559 | -0,01 | 8.107 | 1,29 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 82.926 | -4,50 | 4.296 | 0,47 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 6.340 | -0,31 | 301 | 1,01 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.123.301 | -0,59 | 100.921 | 0,70 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 10.438 | -14,94 | 496 | -13,74 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 5.329 | -3,62 | 253 | -2,32 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5.350 | -4,34 | 254 | -3,05 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 56.871 | -0,83 | 2.703 | 0,48 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 13.530 | -12,57 | 635 | -9,30 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 668.275 | -0,31 | 31.763 | 0,98 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.687 | -10,00 | 314 | -6,57 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 76.780 | -0,63 | 3.649 | 0,66 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 553.631 | -0,51 | 26.314 | 0,79 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 24.235 | -0,81 | 1.165 | -0,85 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 218.649 | -5,98 | 10.392 | -4,75 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 126.556 | -0,01 | 6.015 | 1,30 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 26.163 | -2,64 | 1.244 | -1,35 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 808.787 | -9,23 | 38.442 | -8,05 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 618.139 | -9,31 | 29.380 | -8,13 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 262.190 | -2,45 | 12.462 | -1,18 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 65.922 | -0,81 | 3.133 | 0,48 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 10.482 | -5,58 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 9.544 | -3,20 | 454 | -1,95 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 62.585 | -3,10 | 2.975 | -1,85 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 761.631 | -1,58 | 36.200 | -0,30 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 25.647 | -3,14 | 1.219 | -1,85 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 236.444 | -1,54 | 11.238 | -0,26 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 10.750 | -22,13 | 537 | -17,16 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 18.315 | -33,77 | 871 | -32,92 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 17.804 | -21,59 | 846 | -20,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 36.458 | -17,75 | 1.711 | -14,63 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 26.050 | -2,57 | 1.238 | -1,28 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 4.290 | -3,05 | 204 | -1,93 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 17.208 | -10,45 | 1 | |||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 78.302 | -0,57 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 32.999 | -1,30 | 1.568 | 0,00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 12.347 | -1,55 | 639 | 4,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 401.266 | -4,07 | 19.072 | -2,83 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 6.734 | -3,58 | 320 | -2,14 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 841 | -71,23 | 39 | -71,74 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 507.085 | -1,21 | 24.102 | 0,08 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 14.206 | -2,48 | 667 | 1,22 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 297.963 | -27,31 | 14.162 | -26,37 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 386.316 | -7,73 | 18.362 | -6,53 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 456 | -50,22 | 22 | -50,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 822.040 | -68,25 | 39.343 | -68,43 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 233.696 | -4,71 | 11.108 | -3,48 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 25.436 | -9,56 | 1.209 | -8,42 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 215 | -4,44 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 656.774 | -0,65 | 30.816 | -0,65 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 40.285 | -1,53 | 1.915 | -0,26 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 33.235 | -0,19 | 1.580 | 1,09 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 135.385 | -7,62 | 6.435 | -6,43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.230 | -2,13 | 201 | -0,50 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 11.042 | -0,19 | 525 | 0,96 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 31.029 | -0,31 | 1.475 | 0,96 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14.677 | -6,85 | 698 | -5,68 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 41.093 | -1,15 | 1.953 | 0,15 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5.886 | -12,38 | 280 | -11,43 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 35.791 | -0,09 | 1.701 | 1,25 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 321.116 | -2,00 | 15.263 | -0,73 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 25.436 | -7,01 | 1.209 | -5,85 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 101.130 | -0,60 | 4.807 | 0,69 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 59.445 | -0,84 | 2.825 | 0,46 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 35.338 | -3,49 | 1.680 | -2,27 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 32.299 | -14,79 | 1.535 | -13,67 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 220.720 | -0,43 | 10.491 | 0,87 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 184 | -44,91 | 9 | -46,67 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Marion Wealth Management | 170.961 | -12,66 | 8.126 | -14,37 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 34.894 | -0,19 | 1.659 | 1,10 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.330 | -13,92 | 206 | -9,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7.590.062 | -1,59 | 360.720 | -0,31 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 72.376 | -0,92 | 3.440 | 0,38 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 3.580 | -8,09 | 170 | -6,59 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 78.870 | -9,91 | 3.749 | -8,74 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 82.497 | -4,05 | 3.921 | -2,80 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 4.128 | -9,33 | 196 | -4,39 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 75.963 | -5,70 | 3.611 | -4,35 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 15.762 | -2,63 | 740 | 1,09 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 148.735 | -12,45 | 7.069 | -11,32 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 34.464 | -0,89 | 1.638 | 0,43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.926 | -48,87 | 139 | -48,13 | ||||
| 2026-05-05 | 13F | UBS Group AG | 786.770 | -3,46 | 37.395 | -2,20 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 24.423 | -0,59 | 1.161 | 0,69 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 44.727 | -4,00 | 2.126 | -2,79 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 294.001 | -4,31 | 13.795 | 11,10 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 4.417 | -7,79 | 210 | -6,70 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Cooper Financial Group | 17.848 | -1,80 | 848 | -0,47 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.984.153 | -4,82 | 141.837 | -3,59 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 12.122 | -3,59 | 576 | -2,21 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 44.572 | -0,69 | 2.119 | 0,62 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 141.547 | -2,48 | 6.728 | -1,22 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hara Capital LLC | 5.000 | -5,84 | 238 | -4,82 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 8.861 | -7,08 | 421 | -5,82 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 43.193 | -8,57 | 2.053 | -7,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6.524 | -1,08 | 310 | 0,32 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 2.959 | -1,37 | 141 | 0,00 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 521 | -97,87 | 25 | 0,00 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 115.924 | -0,95 | 5.510 | 0,33 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.001 | -13,97 | 95 | -12,84 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 10.645 | -0,22 | 506 | 1,00 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 6.345 | -15,40 | 302 | -14,25 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 932.117 | -0,82 | 44.304 | 0,47 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 2.005 | -28,95 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 28.130 | -25,68 | 1.337 | -21,86 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 11.327 | -0,96 | 538 | 0,37 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 6.936 | -17,34 | 330 | -16,28 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 531.851 | -2,18 | 25.279 | -0,89 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.134.257 | -11,82 | 53.911 | -10,68 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.659.575 | -1,18 | 173.940 | 0,11 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 7.481 | -7,64 | 356 | -6,58 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 116.689 | -11,45 | 5.546 | -10,29 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.851 | -11,27 | 326 | -10,22 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 10.379 | -0,19 | 493 | 1,23 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 380.700 | -0,70 | 18.095 | 0,58 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 46.512 | -0,11 | 2.211 | 1,19 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 24.644 | -0,24 | 1.171 | 1,04 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.558 | -9,02 | 217 | -8,09 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 6.615 | -7,55 | 314 | -6,27 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 9.931 | -2,74 | 466 | 0,87 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 534.205 | -0,10 | 25.391 | 1,20 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 796.038 | -1,73 | 37.836 | -0,45 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 62.048 | -8,69 | 2.949 | -7,50 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 30.528 | -0,29 | 1.451 | 0,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 12.410 | -8,66 | 590 | -7,54 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4.501 | -2,81 | 214 | -1,84 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 23.860 | -5,44 | 1.134 | -4,14 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 7.815 | -40,48 | 371 | -39,77 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 18.199 | -3,52 | 865 | -2,37 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 31.724 | -5,23 | 1.508 | -4,01 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 30.024 | -35,60 | 1.427 | -34,75 |