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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | KWB Wealth | 476.256 | -6,83 | 22.294 | -6,83 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 8.725 | -0,87 | 409 | -0,73 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 23.585 | -9,91 | 1.106 | -9,71 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 15.060 | -2,07 | 706 | -1,81 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 76.211 | -0,20 | 3.575 | 0,03 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 68.041 | -1,74 | 3.192 | -1,54 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 491.528 | -38,00 | 22.984 | -39,99 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 36.594 | -0,07 | 1.717 | 0,12 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 16.529 | -0,31 | 845 | 3,69 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 98.737 | -1,64 | 4.632 | -1,45 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 21.898 | -1,77 | 1.027 | -1,53 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 117.105 | -1,00 | 5.493 | -0,78 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 25.756 | -18,03 | 1.208 | -17,82 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 52.916 | -9,88 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 79.618 | -2,03 | 3.735 | -6,60 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 690.687 | -0,77 | 32.400 | -0,56 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6.984 | -53,53 | 328 | -53,49 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 54.089 | -3,57 | 2.537 | -3,35 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 72.662 | -47,22 | 3.407 | 56.683,33 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 6.888 | -4,81 | 323 | -4,44 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 335.401 | -92,71 | 15.734 | -92,69 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBA Advisors LLC | 18.483 | -0,88 | 867 | -0,57 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 16 | -71,43 | 1 | -100,00 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 7.066 | -19,96 | 369 | -10,90 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 329 | -11,80 | 15 | -11,76 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 675.885 | -6,41 | 31.706 | -6,21 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 4.072 | -25,48 | 191 | -25,10 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 19.609 | -0,38 | 920 | -0,22 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 9.004 | -15,30 | 422 | -15,09 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2.390 | -50,00 | 121 | -47,60 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 420.244 | -0,41 | 19.714 | -0,20 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 5.021 | -0,69 | 236 | -0,42 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 26.073 | -35,09 | 1.223 | -34,95 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 18.164 | -50,63 | 852 | -50,52 | ||||
| 2026-04-06 | 13F | CX Institutional | 135.291 | -1,70 | 6 | 0,00 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 202.211 | -5,78 | 9.486 | -5,57 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 36.433 | -1,54 | 1.709 | -1,33 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 749.742 | -6,41 | 35.170 | -6,21 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7.318 | -0,48 | 343 | -0,29 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 26.060 | -5,70 | 1.222 | -11,96 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 14.992 | -4,99 | 703 | -4,74 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 55.769 | -2,78 | 2.616 | -2,57 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 22.858 | -10,35 | 1.072 | -10,14 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 286.067 | -1,67 | 13.419 | -1,46 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 50.259 | -0,49 | 2.358 | -0,30 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 24.023 | -1,97 | 1.127 | -1,83 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 32.761 | -19,37 | 1.537 | -19,20 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 486.722 | -3,98 | 22.832 | -3,77 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 44.838 | -0,50 | 2.103 | -0,28 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 663.173 | -7,72 | 31.109 | -7,52 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 70.450 | -22,82 | 3 | -25,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 111.357 | -3,52 | 5.213 | -3,52 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 88.554 | -4,21 | 4.154 | -4,00 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 408.658 | -22,51 | 19.170 | -22,34 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 10.649 | -72,89 | 500 | -72,85 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 17.240 | -0,53 | 809 | -0,37 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 17.236 | -0,32 | 809 | -0,12 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 4.093 | -4,59 | 214 | 6,50 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 8.105 | -38,12 | 380 | -5,24 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2.108 | -5,05 | 99 | -4,85 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 11.165 | -0,03 | 524 | 0,19 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 233.494 | -1,12 | 10.953 | -0,90 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 865.271 | -0,52 | 40.590 | -0,31 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 188.388 | -5,88 | 8.837 | -9,69 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 14.376 | -2,56 | 674 | -2,32 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 10.905 | -79,50 | 512 | -79,48 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 50.881 | -1,20 | 2.387 | -1,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 35.600 | -0,06 | 1.670 | 22,00 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 190.004 | -43,78 | 8.913 | -43,65 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.742 | -0,16 | 316 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.062 | -73,57 | 894 | -73,51 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 106.246 | -1,25 | 4.984 | -1,05 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 14.680 | -1,91 | 689 | -1,71 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 33.301 | -19,62 | 1.562 | -19,44 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 9.339 | -0,09 | 438 | 0,23 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 125.388 | -1,46 | 5.882 | -1,26 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 136.927 | -37,37 | 6.423 | -37,23 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 211.334 | -56,60 | 10 | -59,09 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 15.229 | -4,87 | 714 | -4,67 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 142.262 | -32,65 | 6.674 | -32,51 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 134.712 | -0,47 | 6.319 | -0,25 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 123.110 | -0,70 | 5.775 | -0,48 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 10.750 | -8,61 | 504 | -8,36 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 205.616 | -11,27 | 9.645 | -11,08 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.375 | -6,80 | 393 | -6,67 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5.141 | -1,80 | 241 | -1,63 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 32.418 | -3,69 | 1.521 | -3,49 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.458.468 | -0,39 | 68.417 | -0,17 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 227.858 | -32,97 | 10.689 | -32,83 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 250.076 | -5,61 | 11.731 | -5,41 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 13.778 | -43,90 | 646 | -43,78 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 120.320 | -3,20 | 5.644 | -2,99 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 202.643 | -15,82 | 9.506 | -15,65 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.124.639 | -0,19 | 52.757 | 0,02 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 15.970 | -0,97 | 749 | -0,66 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 19.073 | -2,17 | 895 | -1,97 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 27.909 | -0,32 | 1.309 | -0,08 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 286.774 | -1,68 | 13.452 | -1,81 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 167.322 | -2,31 | 7.849 | -2,10 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ade, Llc | 97.658 | -0,48 | 4.581 | -0,26 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 8.275 | -41,95 | 388 | -41,83 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 357.358 | -6,31 | 16.764 | -6,11 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 227.777 | -0,66 | 10.685 | -0,44 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 34.747 | -0,34 | 1.630 | -0,12 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 79.364 | -3,99 | 3.723 | -3,80 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1.053 | -88,13 | 49 | -88,19 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 582 | -94,81 | 27 | -94,85 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 200.476 | -51,20 | 9.404 | -51,10 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47.172 | -0,83 | 2.213 | -0,63 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 27.021 | -45,05 | 1.268 | -44,94 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 105.030 | -57,13 | 4.927 | -57,05 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 95.859 | -1,52 | 4.497 | -1,32 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 794.939 | -1,08 | 37.291 | -0,87 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 6.752 | -0,01 | 317 | 0,00 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 7.343 | -3,16 | 344 | -2,82 | ||||
| 2026-04-22 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 1.367 | -1,73 | 64 | -1,54 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 6.390 | -0,45 | 300 | -0,33 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14.082 | -72,67 | 661 | -72,64 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 11.794 | -6,72 | 553 | -6,43 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 40.418 | -0,02 | 1.896 | 0,21 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 8.432 | -0,01 | 396 | 0,25 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 112.039 | -5,80 | 5.256 | -5,60 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 52.173 | -39,33 | 2.447 | -39,20 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 19.263 | -5,38 | 904 | -5,15 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 68.682 | -5,45 | 3.222 | -5,26 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 62.270 | -73,79 | 2.921 | -73,74 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 56.784 | -24,93 | 2.664 | -24,77 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 177.060 | -0,17 | 8.306 | 0,04 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -99,43 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 9.653 | -4,03 | 453 | -3,83 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62.838 | -33,05 | 2.948 | -32,92 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 50.613 | -9,70 | 2.374 | -9,49 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 34.038 | -7,81 | 1.597 | -7,64 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 10.504 | -7,49 | 493 | -7,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37.403 | -1,37 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 22.359 | -6,37 | 1.049 | -6,18 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 4.547 | -16,15 | 213 | -15,81 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 548.897 | -14,52 | 25.749 | -14,33 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 48.826 | -12,57 | 2.290 | -12,39 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 93.642 | -56,80 | 4.393 | -56,71 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 7.753 | -90,72 | 364 | -90,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 46.521 | -0,91 | 2.182 | -0,68 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 64.065 | -2,66 | 3.005 | -2,44 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 46.402 | -5,50 | 2.177 | -5,35 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 156.181 | -7,18 | 7.879 | 0,04 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 37.361 | -0,27 | 1.753 | -0,06 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 42.060 | -12,92 | 1.973 | -12,74 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 19.107 | -6,55 | 896 | -6,37 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 38.693 | -2,99 | 1.815 | -2,79 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17.213 | -0,85 | 807 | -0,62 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 91.802 | -0,94 | 4.306 | -0,74 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 153.617 | -43,02 | 7.206 | -42,90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.273.662 | -3,50 | 59.735 | -3,32 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 7.429 | -14,82 | 349 | -14,71 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 18.280 | -2,15 | 858 | -1,95 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.920 | -17,55 | 231 | -17,56 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 30.900 | -8,88 | 1.450 | -8,70 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 20.675 | -2,56 | 970 | -2,42 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 18.375 | -0,17 | 862 | 0,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 7.735 | -1,82 | 363 | -1,63 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 10.128 | -2,69 | 475 | -2,46 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 4.339 | -12,41 | 204 | -12,12 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.457.927 | -36,43 | 115.301 | -36,30 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 76.099 | -0,22 | 3.570 | -0,03 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.127.168 | -0,89 | 52.875 | -0,68 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 826.995 | -5,64 | 37.603 | -8,34 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 84.935 | -0,74 | 3.984 | -0,52 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 4.980 | -7,69 | 234 | -7,54 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 99.014 | -10,87 | 4.645 | -10,69 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 161.248 | -7,75 | 7.564 | -7,54 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 31.274 | -0,22 | 1.467 | 0,00 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 7.905 | -0,82 | 371 | -0,80 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 17.645 | -4,46 | 1 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.793 | -18,64 | 366 | -18,53 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 4.858 | -2,31 | 228 | -2,16 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 255.169 | -37,46 | 11.970 | -37,33 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 6.330 | -1,56 | 297 | -1,33 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 61.025 | -16,12 | 2.863 | -15,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.459.492 | -1,42 | 162.285 | -1,21 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 32.443 | -37,72 | 1.522 | -37,61 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 163.345 | -75,18 | 24.169 | -21,53 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 11.950 | -6,53 | 561 | -6,35 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 283.901 | -23,25 | 13.318 | -23,09 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 147.068 | -2,33 | 6.899 | -2,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.120.569 | -24,44 | 147.657 | -23,61 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 142.731 | -0,92 | 6.696 | -0,71 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 17.302 | -1,18 | 812 | -0,98 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 21.196 | -45,08 | 994 | -44,96 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 21.068 | -2,57 | 988 | -2,37 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 15.535 | -2,07 | 729 | -1,89 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 9.732 | -0,63 | 457 | -0,44 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 42.064 | -22,65 | 1.973 | -22,48 | ||||
| 2026-04-20 | 13F | City State Bank | 22.469 | -0,13 | 1.054 | 0,09 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.496 | -37,92 | 539 | -37,76 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 4.695 | -14,39 | 220 | -14,06 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 6.320 | -4,53 | 296 | -4,21 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 13.915 | -90,80 | 653 | -90,79 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 19.911 | -0,03 | 934 | 0,21 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 50.462 | -9,80 | 2.367 | -9,59 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 801.642 | -1,83 | 37.605 | -1,62 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 11.639 | -4,68 | 546 | -4,55 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16.822.188 | -1,05 | 789.129 | -0,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 8.261 | -23,52 | 388 | -23,37 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 9.238 | -32,53 | 433 | -32,34 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 114 | -2,56 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.666 | -4,85 | 219 | -4,80 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 51.058 | -8,20 | 2.576 | -5,16 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 27.330 | -0,40 | 1.282 | -0,16 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 28.757 | -23,81 | 1.349 | -23,67 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 14.339 | -0,17 | 673 | 0,00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 155.218 | -2,62 | 7.281 | -2,41 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 16.161 | -3,08 | 758 | -2,82 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 71.809 | -2,20 | 3.384 | -1,57 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 30.632 | -1,61 | 1.437 | -1,44 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 10.291 | -2,76 | 483 | -2,63 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 191.350 | -1,79 | 8.976 | -1,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 21.771.079 | -1,22 | 1.021.281 | -1,01 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 5.208 | -4,14 | 244 | -4,33 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 328.084 | -3,07 | 15.390 | -7,14 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 153.844 | -0,45 | 7.217 | -0,24 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 9.085 | -40,52 | 426 | -40,34 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.593 | -10,37 | 262 | -10,27 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 53.649 | -3,87 | 2.517 | -3,68 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 66.030 | -8,03 | 3.097 | -7,83 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 32.425 | -12,15 | 1.521 | -11,93 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 43.023 | -14,41 | 2.018 | -14,24 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 260.253 | -1,18 | 12.208 | -0,97 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 35.603 | -7,13 | 1.670 | -6,91 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 365.144 | -28,96 | 17.129 | -28,81 | ||||
| 2026-04-24 | 13F | Balentine LLC | 5.013 | -38,62 | 235 | -38,48 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12.165 | -95,47 | 571 | -95,46 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 39.399 | -5,82 | 1.848 | 15,00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 640.166 | -35,00 | 30.030 | -34,86 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5.275 | -13,69 | 247 | -13,64 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 100.079 | -8,09 | 4.695 | -7,91 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 17.526 | -12,86 | 822 | -12,75 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 12.134 | -2,41 | 571 | -1,89 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 28.317 | -6,23 | 1.328 | -6,02 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6.525 | -2,16 | 321 | -0,31 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9.313 | -13,08 | 437 | -12,97 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 57.009 | -3,82 | 2.674 | -3,60 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 58.713 | -4,59 | 2.754 | -4,37 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 25.586 | -46,21 | 1.200 | -46,09 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32.650 | -82,80 | 1.532 | -82,77 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 266.079 | -1,75 | 12.482 | -1,54 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 28.446 | -1,00 | 1.334 | -0,82 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 2.376.441 | -9,47 | 111.479 | -9,27 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 64.858 | -4,48 | 3.042 | -4,28 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 16.003 | -69,28 | 751 | -69,24 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 35.422 | -11,41 | 1.662 | -11,22 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 307.267 | -24,94 | 14.414 | -24,78 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.736 | -0,05 | 175 | 0,57 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11.831 | -37,99 | 555 | -37,96 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 193 | -55,01 | 9 | -55,00 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 14.980 | -2,00 | 703 | -1,82 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5.546 | -11,31 | 260 | -10,96 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 990.406 | -2,77 | 46 | -99,90 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.885.529 | -12,83 | 88.450 | -12,64 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 48.191 | -5,78 | 2.261 | -5,60 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Collier Financial | 93.471 | -1,02 | 4.385 | -0,81 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 62.235 | -10,55 | 2.919 | -10,35 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 57.638 | -45,71 | 2.698 | -45,70 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 14.608 | -11,42 | 685 | -11,15 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9.331.742 | -0,25 | 437.752 | -0,04 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 58.170 | -5,84 | 2.729 | -5,61 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 294 | -65,77 | 14 | -67,50 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 218.209 | -27,30 | 10.236 | -27,15 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 11.915 | -2,75 | 559 | -2,62 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.212 | -0,35 | 198 | 0,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 79 | -78,12 | 4 | -81,25 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 558.565 | -19,63 | 26.202 | -19,46 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.307 | -38,75 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.156 | -4,99 | 336 | -4,83 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 6.719 | -9,19 | 315 | -8,96 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 87.269 | -1,44 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 16.665 | -37,54 | 782 | -37,42 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 671 | -50,33 | 31 | -50,79 | ||||
| 2026-01-23 | 13F | Gainplan LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Dravo Bay Llc | 11.892 | -1,74 | 558 | -1,59 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 73.446 | -0,42 | 3.445 | -0,20 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.945.853 | -1,10 | 91.280 | -0,89 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 76.436 | -6,95 | 3.586 | -6,76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 583.560 | -12,05 | 27 | -12,90 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 8.160 | -0,02 | 383 | 0,00 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 130 | -96,78 | 6 | -96,83 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 6.177 | -0,50 | 290 | -0,34 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11.145 | -0,68 | 523 | -0,57 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 29.207 | -1,13 | 1.370 | -0,87 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.393 | -3,22 | 206 | -2,83 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 9.539 | -0,42 | 447 | -0,22 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 289.743 | -48,50 | 13.592 | -48,39 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 42.948 | -0,03 | 2.206 | 9,65 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 28.524 | -47,36 | 1.338 | -47,24 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 144.606 | -0,57 | 6.783 | -0,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 43.878 | -2,68 | 2.058 | -2,46 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 15.692 | -31,12 | 736 | -30,96 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 17.067 | -23,47 | 801 | -23,30 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 6.938 | -19,53 | 325 | -19,35 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 437.500 | -20,81 | 20.523 | -20,64 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 72.015 | -26,85 | 3.378 | -26,69 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 28.402 | -1,27 | 1.332 | -1,04 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 7.443 | -16,96 | 381 | -13,01 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 585.941 | -0,88 | 27.487 | -0,67 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 7.196 | -0,95 | 338 | -0,88 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 37.014 | -27,41 | 1.861 | -22,00 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 6.493 | -1,89 | 305 | -1,62 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.203.837 | -17,73 | 54.739 | -20,08 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 67.753 | -2,03 | 3.172 | -2,04 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 17.620 | -10,83 | 827 | -10,70 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 20.780 | -4,02 | 975 | -3,85 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 95.844 | -34,52 | 4.496 | -34,37 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 174.275 | -33,92 | 8.175 | -33,78 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 22.250 | -4,80 | 1.044 | -4,66 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 7.978 | -11,95 | 374 | -11,79 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 21.050 | -2,32 | 987 | -2,08 |
