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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 6.043 | -14,65 | 1.313 | -12,47 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 3.479 | -4,08 | 756 | -1,69 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 68.237 | -1,50 | 15 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 10.061 | -1,55 | 2.186 | 0,97 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 870 | -0,57 | 189 | 1,62 | ||||
| 2026-05-15 | 13F | Cantor Fitzgerald, L. P. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.982 | -7,94 | 3.255 | -5,57 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 5.344 | -3,49 | 1.161 | -1,02 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.905 | -5,63 | 2.152 | -3,20 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 84 | -98,06 | 18 | -98,04 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1.773 | -1,17 | 376 | 0,27 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.912 | -0,26 | 415 | 2,22 | ||||
| 2026-04-20 | 13F | 25 Llc | 131.383 | -1,00 | 28.543 | 1,55 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 1.124 | -14,78 | 244 | -12,54 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 20.306 | -12,92 | 4.411 | -10,67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 561 | -5,87 | 122 | -3,97 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 1.481 | -4,94 | 322 | -2,73 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2.035 | -4,91 | 442 | -2,43 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2.200 | -0,81 | 478 | 1,71 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 4.478 | -5,23 | 973 | -2,80 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1.040 | -2,44 | 226 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22.782 | -0,13 | 4.949 | 2,44 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 174 | -1,14 | 38 | 0,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5.990 | -0,27 | 1.301 | 2,28 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 27.367 | -46,80 | 5.946 | -45,43 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 3.023 | -1,34 | 657 | 1,23 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 3.620 | -18,25 | 786 | -16,12 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 19.112 | -5,25 | 4.152 | -2,79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 63.575 | -1,13 | 13.812 | 1,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12.031 | -46,97 | 2.614 | -45,61 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 7.240 | -2,98 | 1.573 | -0,51 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 976 | -5,88 | 212 | -3,20 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 4.329 | -4,71 | 941 | -7,21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 32.312 | -1,32 | 7.020 | 1,23 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 360 | -54,02 | 78 | -52,73 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 8.152 | -83,34 | 1.771 | -82,91 | ||||
| 2026-05-19 | 13F | Causey Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 17.784 | -23,48 | 3.864 | -21,02 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 20.433 | -2,92 | 4.439 | -0,40 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 2.341 | -0,17 | 509 | 2,42 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1.134 | -53,06 | 246 | -51,86 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 207 | -3,27 | 45 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 68.962 | -4,48 | 14.982 | -2,02 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11.436 | -0,93 | 2.484 | 1,64 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1.272 | -34,90 | 279 | -35,27 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 3.036 | -15,99 | 660 | -13,86 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 1.075 | -24,56 | 234 | -22,59 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.125 | -0,71 | 244 | 2,09 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.992 | -3,04 | 1.954 | -0,56 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 9.961 | -2,56 | 2.164 | -0,09 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 27.796 | -2,32 | 6.039 | 0,20 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.651 | -14,63 | 344 | -15,06 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 4.491 | -13,83 | 976 | -11,60 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 16.422 | -1,20 | 3.568 | 1,34 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 59.125 | -44,41 | 12.845 | -42,98 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 5.512 | -0,49 | 1.197 | 2,05 | ||||
| 2026-04-06 | 13F | CX Institutional | 29.599 | -40,64 | 6 | -40,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 62.093 | -0,35 | 13.490 | 2,21 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 53.419 | -1,24 | 11.605 | 1,31 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Balentine LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 1.909 | -5,91 | 0 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | RW Investment Management LLC | 941 | -5,43 | 204 | -1,45 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1.087 | -24,09 | 236 | -22,11 | ||||
| 2026-04-21 | 13F | Maseco Llp | 936 | -3,21 | 203 | -0,49 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 12.299 | -2,54 | 2.672 | 0,00 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 1.740 | -71,78 | 378 | -71,03 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 13.636 | -2,93 | 2.962 | -0,44 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.192 | -3,95 | 259 | -1,15 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Seven Mile Advisory | 1.029 | -96,04 | 224 | -95,95 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 45.151 | -93,91 | 9.809 | -93,76 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 5.985 | -1,30 | 1.391 | 8,33 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 347 | -42,36 | 75 | -40,94 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5.209 | -9,66 | 1.132 | -7,37 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 2.685 | -51,24 | 1.167 | 0,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.376 | -32,42 | 299 | -30,86 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 97.589 | -12,73 | 21.201 | -10,48 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 952 | -11,77 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 10.411 | -2,56 | 2.262 | -0,04 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.050 | -2,05 | 228 | 0,44 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 4.953 | -26,77 | 1.076 | -24,86 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 4.959 | -10,87 | 1.077 | -8,57 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 27.831 | -14,19 | 6.046 | -11,98 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 6.557 | -3,27 | 1.425 | -0,77 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2.201 | -39,06 | 478 | -37,43 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 8.701 | -3,25 | 1.890 | -0,74 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.318 | -27,62 | 286 | -25,71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 2.418 | -2,34 | 525 | 0,19 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1.078 | -9,49 | 234 | -7,14 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10.195 | -7,72 | 2.215 | -5,34 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Systematic Financial Management Lp | 242 | -40,98 | 52 | -39,53 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4.079.001 | -6,86 | 886.163 | -4,46 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 2.222 | -16,15 | 483 | -14,08 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1.835 | -10,84 | 399 | -8,51 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16.513 | -0,58 | 3.587 | 1,99 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 100.092 | -19,84 | 21.745 | -17,77 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 2.249 | -3,39 | 489 | -1,01 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9.346 | -5,45 | 2.030 | -3,01 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.013 | -1,20 | 3.603 | 0,28 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 4.482 | -3,26 | 974 | -0,82 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 30.070 | -0,43 | 6.533 | 2,13 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 230 | -3,36 | 50 | -2,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.474 | -0,97 | 972 | 1,57 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 57.300 | -1,25 | 12.136 | 0,21 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16.467 | -0,82 | 3.577 | 1,73 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4.922 | -0,30 | 1.069 | 2,30 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.505 | -0,33 | 327 | 2,51 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.483 | -67,82 | 338 | -66,93 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 14.029 | -0,07 | 3.048 | 2,49 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 37.189 | -2,32 | 8.079 | 0,20 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 1.837 | -4,62 | 399 | -1,97 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.050 | -4,37 | 228 | -1,72 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.828 | -4,75 | 614 | -2,23 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.069 | -0,65 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2.239 | -1,19 | 486 | 1,46 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 12.154 | -4,19 | 2.640 | -1,71 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 10.225 | -2,04 | 2.221 | 0,50 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2.606 | -10,14 | 566 | -7,82 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 25.011 | -3,50 | 5.434 | -1,02 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1.670 | -12,52 | 388 | -10,62 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.390 | -7,33 | 302 | -5,05 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 675.388 | -5,32 | 146.821 | -2,80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.924 | -3,24 | 635 | -0,78 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 1.094 | -7,76 | 238 | -5,58 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 11.924 | -1,66 | 2.590 | 0,90 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45.832 | -5,22 | 9.957 | -2,76 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4.770 | -0,81 | 1.036 | 1,77 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 18.480 | -2,48 | 4.015 | 0,02 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 975 | -11,04 | 212 | -9,05 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 5.028 | -14,23 | 1.092 | -12,01 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 939 | -4,38 | 204 | -1,93 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.577 | -46,50 | 560 | -45,20 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 8.644 | -0,21 | 1.878 | 2,34 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.741 | -9,75 | 596 | -7,47 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 134.671 | -2,28 | 30.740 | -0,60 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 4.926 | -2,73 | 1.070 | -0,19 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 34.197 | -0,11 | 7.429 | 2,47 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1.224 | -0,89 | 259 | 0,78 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 120 | -34,43 | 26 | -31,58 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6.139 | -6,56 | 1.334 | -4,17 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 130.776 | -4,38 | 28.411 | -1,92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 123.221 | -1,64 | 26.770 | 0,89 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.820 | -5,56 | 613 | -3,16 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 1.055 | -62,79 | 229 | -61,83 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 8.441 | -0,08 | 1.834 | 2,46 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6.451 | -10,13 | 1.402 | -7,83 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 297.406 | -1,38 | 64.611 | 1,16 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 11.820 | -5,02 | 2.568 | -2,58 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 950 | -3,46 | 206 | -0,96 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12.176 | -7,58 | 2.645 | -5,20 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.215 | -1,44 | 699 | 1,16 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Lansing Street Advisors | 51.451 | -0,33 | 11.178 | 2,24 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 9.183 | -17,67 | 1.995 | -15,54 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2.669 | -8,12 | 580 | -5,85 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 1.396 | -7,85 | 303 | -5,31 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 21.491 | -5,84 | 4.669 | -3,41 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.987 | -4,45 | 652 | -1,66 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 20.159 | -1,96 | 4.380 | 0,57 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 952 | -6,85 | 207 | -4,63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.159 | -0,87 | 469 | 1,74 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 34.436 | -2,55 | 7.481 | -0,04 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18.333 | -0,21 | 4.185 | 1,50 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 14.385 | -9,34 | 3.126 | -6,72 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5.485 | -0,38 | 1.192 | 2,14 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 950 | -0,63 | 206 | 1,98 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 12.477 | -2,61 | 2.711 | -0,11 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 26.005 | -2,83 | 5.650 | -0,32 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 271.341 | -12,03 | 58.927 | -9,80 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 9.878 | -12,78 | 2.146 | -10,55 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 46.147 | -13,72 | 10.032 | -11,48 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 29.668 | -9,99 | 6.445 | -8,59 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 464.272 | -2,22 | 100.863 | 0,30 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 6.430 | -5,64 | 1.397 | -3,26 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2.531 | -0,24 | 580 | 1,22 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 67.450 | -0,30 | 14.654 | 2,28 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 1.628 | -15,56 | 354 | -13,48 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3.898 | -1,17 | 847 | 1,32 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 339.227 | -2,34 | 73.697 | 0,17 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 27.060 | -1,72 | 5.879 | 0,81 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.155 | -0,23 | 468 | 2,41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17.928 | -0,28 | 3.895 | 2,29 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 18.052 | -5,46 | 3.922 | -3,04 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.096 | -3,05 | 455 | -0,44 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 79.186 | -1,60 | 17.203 | 0,93 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.355 | -4,89 | 512 | -2,48 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.093 | -3,95 | 239 | -3,64 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 13.160 | -2,52 | 2.859 | -0,03 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.033 | -7,54 | 854 | -6,15 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 33.912 | -3,06 | 7.367 | -0,55 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 56.142 | -4,20 | 12.197 | -1,73 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4.086 | -8,47 | 888 | -6,14 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 69.324 | -5,51 | 15.061 | -3,07 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 5.199 | -9,97 | 1.129 | -7,69 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 125.316 | -4,71 | 27.225 | -2,25 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3.011 | -1,25 | 654 | 1,40 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 6.216 | -1,35 | 1.350 | 1,20 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 44.966 | -72,00 | 9.769 | -71,28 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 615 | -56,69 | 134 | -55,67 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 888 | -18,98 | 193 | -17,24 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 34 | -77,18 | 7 | -77,42 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.436 | -18,66 | 531 | -16,25 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 817.672 | -0,64 | 177.639 | 1,92 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18.179 | -8,59 | 3.949 | -6,22 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 7.399 | -12,35 | 1.607 | -10,07 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1.406 | -13,53 | 305 | -11,34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3.861 | -4,69 | 839 | -2,22 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 10.377 | -0,19 | 2.254 | 2,41 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62.436 | -12,96 | 13.564 | -10,72 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 479 | -28,93 | 104 | -26,76 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 4.223 | -3,80 | 917 | -1,29 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 7.708 | -1,24 | 1.675 | 1,27 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.486 | -8,61 | 323 | -6,40 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4.393 | -4,02 | 993 | 2,48 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 59.379 | -38,77 | 12.900 | -37,19 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 71.122 | -0,33 | 15.451 | 2,24 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 8.607 | -1,08 | 1.870 | -3,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 585.914 | -0,59 | 124.091 | 100.786,18 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 2.066 | -1,01 | 449 | 1,36 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1.825 | -0,33 | 398 | 2,32 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20.754 | -9,91 | 4.509 | -7,60 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.772 | -0,17 | 1.041 | 2,77 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.248 | -11,80 | 0 | |||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 20.564 | -1,81 | 4.468 | 0,72 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 2.454 | -0,32 | 533 | 2,30 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 6.065 | -0,44 | 1.318 | 2,09 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Grange Capital, LLC | 4.549 | -11,99 | 988 | -9,69 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.459 | -1,80 | 534 | 0,75 | ||||
| 2026-01-26 | 13F | Sellwood Investment Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 5.530 | -10,10 | 1.201 | -7,76 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 1.688 | -0,88 | 367 | 1,67 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.155 | -13,03 | 251 | -11,03 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 1.601 | -10,26 | 348 | -7,96 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 3.074 | -3,49 | 668 | -8,25 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 30.661 | -5,19 | 6.661 | -7,67 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 1.026 | -4,38 | 223 | -2,20 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46.494 | -2,18 | 10.101 | 0,34 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4.609 | -14,93 | 1.001 | -12,73 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 3.725 | -11,03 | 809 | -8,69 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 488 | -0,81 | 113 | 3,67 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2.404 | -0,29 | 522 | 2,35 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 5.934 | -9,38 | 1.289 | -7,00 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 7.585 | -0,05 | 1.648 | 2,49 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 8.206 | -21,18 | 2 | -50,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.175 | -40,22 | 907 | -38,67 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Team Hewins, LLC | 1.390 | -12,03 | 302 | -9,88 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 338 | -18,94 | 0 | |||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4.116 | -12,54 | 894 | -10,24 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.917.128 | -3,40 | 634 | -0,94 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 2.756 | -15,02 | 599 | -12,83 | ||||
| 2026-05-13 | 13F | Stembrook Asset Management, LLC | 6.351 | -0,44 | 1.380 | 2,07 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 5.172 | -0,61 | 1.124 | 1,91 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 1.188 | -6,46 | 258 | -3,73 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 11.969 | -24,52 | 2.600 | -22,57 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 40.283 | -2,36 | 8.752 | 0,16 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4.110 | -40,51 | 893 | -39,03 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.148 | -1,72 | 1.553 | 0,78 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 1.979 | -1,49 | 430 | 0,94 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.637 | -3,23 | 573 | -0,87 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.489 | -45,88 | 760 | -44,32 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 18.000 | -11,65 | 3.911 | -9,36 | ||||
| 2026-05-08 | 13F | Bokf, Na | 7.489 | -3,65 | 1.627 | -1,22 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 13.224 | -2,97 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 13.237 | -4,34 | 2.876 | -1,88 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 141.395 | -1,73 | 30.718 | 0,80 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 15.158 | -0,54 | 3.293 | 2,05 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 58.169 | -0,79 | 12.637 | 1,77 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 905 | -4,64 | 197 | -2,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.674 | -17,52 | 617 | -10,06 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 1.055 | -6,31 | 229 | -3,78 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.955 | -7,78 | 425 | -5,36 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 2.056 | -22,65 | 447 | -20,64 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20.088 | -0,44 | 4.364 | 2,13 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 7.089 | -3,83 | 1.540 | -1,35 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 45.957 | -1,32 | 9.733 | 0,13 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 3.951 | -0,20 | 858 | 2,39 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 8.357 | -3,16 | 1.816 | -0,66 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 3.614 | -7,59 | 785 | -5,19 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15.152 | -13,25 | 3.292 | -11,03 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 37.138 | -1,31 | 8.068 | 1,24 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.545 | -51,02 | 770 | -49,74 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 255.432 | -3,05 | 55.493 | -0,55 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 8.173 | -1,45 | 1.776 | 1,08 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.096 | -9,19 | 455 | -6,76 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 8.658 | -30,50 | 1.881 | -28,73 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.404 | -52,95 | 316 | -52,42 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 2.550 | -0,66 | 592 | 9,02 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 61.499 | -6,34 | 14.123 | 1,57 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 1.499 | -5,78 | 326 | -4,69 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 36.123 | -0,07 | 7.848 | 2,51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.073 | -1,49 | 3.492 | 1,04 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1.856 | -2,93 | 393 | -2,97 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 1.516 | -35,79 | 329 | -34,07 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 20 | -86,01 | 4 | -86,67 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 1.150 | -1,20 | 250 | 1,22 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 6.516 | -35,63 | 1 | -50,00 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 15.006 | -0,98 | 3.260 | 1,59 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 26.327 | -0,11 | 5.720 | 2,45 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 20.007 | -28,86 | 4.347 | -27,03 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -66,67 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 25.066 | -2,80 | 5.446 | -0,29 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 4.269 | -91,46 | 928 | -91,24 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 5.551 | -19,33 | 1.206 | -17,30 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.151 | -11,33 | 250 | -9,09 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 56.595 | -16,51 | 12.295 | -14,35 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9.723 | -7,65 | 2.112 | -5,25 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 649 | -46,76 | 141 | -45,35 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 31.191 | -19,54 | 6.776 | -17,47 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 284.691 | -0,02 | 61.849 | 2,56 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 38.775 | -3,90 | 8.424 | -1,43 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 19.149 | -1,69 | 4.160 | 0,85 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 1.290 | -0,08 | 280 | 2,56 | ||||
| 2026-05-04 | 13F | King Wealth | 5.093 | -1,09 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 13.400.994 | -16,24 | 2.911.366 | -14,08 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 1.336 | -2,55 | 290 | 0,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 30.778 | -23,87 | 6.686 | -21,91 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 7.239 | -0,08 | 1.573 | 2,48 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 34.669 | -4,56 | 8.088 | -4,07 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 1.277 | -0,85 | 278 | 1,84 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.938 | -2,62 | 638 | 0,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.018 | -3,23 | 221 | -0,45 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 1.946 | -3,28 | 423 | -0,94 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 24.033 | -1,93 | 5.221 | 0,60 | ||||
| 2026-01-29 | 13F | Comerica Bank | 133.866 | -1,11 | 28.352 | 0,35 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 13.117 | -1,72 | 2.850 | 0,81 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.009 | -1,76 | 436 | 0,69 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 26.271 | -2,40 | 5.707 | 0,11 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1.293 | -5,27 | 301 | -2,60 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.961 | -23,98 | 1.051 | -22,91 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 33.434 | -0,03 | 7.264 | 2,56 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 278.034 | -1,30 | 60.403 | 1,24 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 25.044 | -3,97 | 5.441 | -1,48 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 24.243 | -0,36 | 5.267 | 2,19 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 68.053 | -3,83 | 14.785 | -1,35 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1.535 | -21,28 | 334 | -19,37 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 12.967 | -4,16 | 2.817 | -1,68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12.412 | -7,89 | 2.696 | -5,50 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.479 | -7,15 | 538 | -4,78 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 397.932 | -29,94 | 86.451 | -28,13 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 6.643 | -1,53 | 1.443 | 1,05 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 46 | -33,33 | 10 | -35,71 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 13.423 | -9,17 | 2.916 | -6,81 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 8.851 | -0,44 | 1.923 | 2,13 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 7.149 | -2,06 | 1.553 | 0,52 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 2.778 | -4,67 | 603 | -2,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.048 | -20,36 | 229 | -17,99 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 101.570 | -14,47 | 22.066 | -12,26 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.619 | -0,80 | 352 | 1,74 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 4.890 | -18,12 | 1.062 | -15,98 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 8.815 | -10,19 | 1.915 | -7,84 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 15.257 | -2,93 | 3.315 | -0,42 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 414 | -17,86 | 90 | -15,09 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 33.868 | -6,64 | 7.358 | -4,23 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 324.522 | -28,69 | 70.934 | -29,15 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 1.287 | -14,14 | 280 | -11,99 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 6.281 | -1,75 | 1.365 | 0,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 975 | -9,55 | 212 | -7,46 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.820 | -17,14 | 809 | -15,90 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 16.000 | -4,46 | 3.476 | -1,97 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 9.245 | -1,89 | 2.008 | 0,65 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14.042 | -11,23 | 3.051 | -8,96 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 133.535 | -0,24 | 29.010 | 2,34 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 15.742 | -4,63 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 8.793 | -3,63 | 1.910 | -1,14 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 17.099 | -4,75 | 3.715 | -2,29 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.292 | -10,95 | 933 | -8,63 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 237.827 | -0,84 | 52 | 2,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 151.784 | -21,41 | 32.157 | -21,38 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 2.244 | -8,11 | 488 | -5,80 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 52.537 | -0,33 | 11.414 | 2,24 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 39.163 | -2,47 | 8.508 | 0,05 | ||||
| 2026-04-15 | 13F | City Holding Co | 3.881 | -3,41 | 843 | -0,82 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.413 | -12,29 | 307 | -10,26 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 33.033 | -2,35 | 7.176 | 0,17 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 59.084 | -1,67 | 12.836 | 0,86 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3.483 | -0,34 | 757 | 2,16 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 5.862 | -94,61 | 1.241 | -94,53 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2.040 | -1,50 | 443 | 1,14 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 157.252 | -3,15 | 34.163 | -0,66 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13.121 | -2,92 | 2.851 | -0,42 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10.786 | -0,10 | 2.343 | 2,49 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 8.181 | -3,61 | 1.777 | -6,67 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 4.988 | -28,91 | 1.084 | -27,07 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 12.892 | -2,58 | 2.730 | -1,12 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 22.771 | -0,88 | 4.947 | 1,66 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 12.905 | -4,50 | 2.804 | -2,03 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 57.225 | -0,47 | 12.432 | 2,10 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 15.439 | -3,28 | 3.354 | -0,77 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 12.915 | -0,78 | 2.806 | 1,78 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 36.165 | -1,58 | 7.857 | 0,95 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 10.642 | -2,55 | 2.312 | 0,00 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 6.953 | -17,75 | 1.511 | -15,64 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 2.309 | -1,07 | 502 | 1,42 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4.248 | -0,52 | 923 | 1,99 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 76.301 | -10,18 | 16.576 | -7,87 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 65.814 | -0,08 | 13.972 | -0,84 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 6.428 | -9,02 | 1.396 | -6,68 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 46.793 | -0,02 | 10 | 11,11 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 1.683 | -3,11 | 366 | -0,54 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 2.739 | -2,00 | 595 | 0,68 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 9.210 | -7,20 | 2.001 | -4,85 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 10.725 | -26,88 | 2.330 | -24,98 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 14.134 | -6,77 | 3.071 | -4,36 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2.027 | -21,34 | 440 | -19,27 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 3.688 | -3,71 | 801 | -1,23 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 206 | -35,62 | 45 | -34,33 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1.995 | -0,05 | 433 | 2,61 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 8.730 | -4,82 | 1.897 | -2,37 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 591 | -85,63 | 128 | -85,29 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 12.510 | -50,64 | 2.718 | -48,19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.457 | -5,63 | 1.837 | -3,16 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 3.438 | -5,83 | 747 | -3,49 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9.070 | -12,05 | 1.971 | -9,80 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 17.624 | -30,30 | 3.829 | -28,52 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 25.366 | -49,59 | 5.511 | -48,29 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 341 | -16,22 | 74 | -13,95 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.598 | -0,81 | 347 | 1,76 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 47.484 | -1,89 | 10.316 | 0,63 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.347 | -11,97 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 25.356 | -3,46 | 5.509 | -0,97 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 33.531 | -9,66 | 7.285 | -7,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.067 | -10,36 | 884 | -8,02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.535 | -8,25 | 340 | -2,58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 52.400 | -64,51 | 22.111 | -29,29 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2.850 | -1,01 | 619 | 1,64 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.627 | -8,18 | 571 | -5,79 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5.874 | -5,65 | 1.276 | -3,19 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 5.628 | -10,27 | 1.223 | -7,98 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10.828 | -4,01 | 2.359 | -1,46 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 1.433 | -20,17 | 311 | -18,16 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 6.240 | -0,16 | 1.356 | 2,42 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 2.300 | -1,08 | 500 | 1,42 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 43.692 | -5,13 | 9.492 | -2,69 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 25.911 | -8,22 | 5.629 | -5,85 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7.534 | -5,21 | 1.596 | -3,80 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 11.055 | -0,19 | 2.402 | 2,39 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.087 | -4,40 | 236 | -1,67 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 1.534 | -0,71 | 333 | 1,83 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 2.522 | -15,85 | 548 | -13,72 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.663 | -6,47 | 361 | -3,99 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 978 | -2,69 | 213 | 0,47 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 2.502 | -1,61 | 544 | 0,93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.854 | -1,42 | 620 | 1,14 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 8.254 | -0,97 | 1.793 | 1,59 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 4.088 | -0,17 | 888 | 2,42 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 629.499 | -0,86 | 136.759 | 1,69 | ||||
| 2026-05-11 | 13F | Boston Partners | 3.387 | -5,52 | 6.493 | 755,34 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 28.577 | -2,07 | 6.208 | 0,45 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 1.839 | -0,43 | 399 | 2,05 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7.388 | -25,41 | 1.605 | -23,46 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 947 | -17,44 | 206 | -15,29 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 932 | -5,86 | 202 | -3,35 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1.490 | -1,78 | 324 | 0,62 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.568 | -81,27 | 558 | -81,01 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 760 | -28,30 | 165 | -26,34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.378 | -6,43 | 716 | -5,42 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 11.262 | -11,50 | 2.447 | -9,24 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2.638 | -14,04 | 1 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 19.670 | -2,26 | 4.273 | 0,26 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 16.662 | -4,77 | 3.620 | -2,32 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 37.861 | -7,82 | 8.225 | -5,45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 639 | -48,38 | 139 | -47,33 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18 | -83,93 | 4 | -86,96 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 13 | -18,75 | 3 | -33,33 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 32.338 | -14,94 | 7.025 | -12,75 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 5.239 | -0,98 | 1.138 | 1,61 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 2.698 | -17,34 | 586 | -15,20 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 20.139 | -2,25 | 4.375 | 0,28 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.989 | -3,31 | 432 | -0,69 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1.534 | -12,54 | 333 | -10,24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.023.425 | -2,95 | 222.339 | -0,45 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.312 | -0,39 | 502 | 2,24 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 12.837 | -6,82 | 2.789 | -4,42 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 1.775 | -2,74 | 386 | -0,26 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 226.556 | -0,14 | 49.219 | 2,44 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 5.236 | -23,91 | 1.137 | -21,96 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 49.232 | -2,97 | 10.696 | -0,47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 8.805 | -11,92 | 1.913 | -9,68 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Roundview Capital LLC | 9.880 | -1,52 | 2.146 | 1,04 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.383 | -6,55 | 302 | -9,34 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 142.620 | -42,14 | 30.984 | -40,65 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 131.722 | -0,91 | 28.616 | 1,64 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 73.662 | -1,80 | 16.003 | 0,73 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 1.861 | -3,77 | 404 | 0,25 | ||||
| 2026-05-01 | 13F | Avion Wealth | 94.971 | -0,72 | 21 | 0,00 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.624 | -37,24 | 1.005 | -35,64 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 5.756 | -1,07 | 1.251 | 1,46 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2.635 | -0,23 | 572 | 2,33 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 317.351 | -0,54 | 68.944 | 2,03 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.492 | -5,14 | 541 | -2,70 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 27.959 | -2,09 | 6.074 | 0,43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 10.151 | -1,01 | 2.205 | 1,57 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 17.787 | -6,56 | 3.864 | -4,14 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 4.689 | -6,72 | 1.019 | -4,32 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 29.794 | -1,03 | 6.473 | 1,52 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.363 | -4,95 | 731 | -2,54 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 21.515 | -0,02 | 4.674 | 2,57 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 19.080 | -37,15 | 4.145 | -35,53 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 770.962 | -5,05 | 167.496 | -2,60 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26.348 | -11,64 | 5.724 | -9,36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.588 | -3,22 | 2.413 | 4,19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131.877 | -1,30 | 28.650 | 1,24 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 54.253 | -3,34 | 11.786 | -0,85 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13.680 | -24,45 | 2.972 | -22,50 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 214 | -14,40 | 46 | -11,54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12.771 | -4,00 | 2.774 | -1,53 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 212.551 | -1,39 | 46.177 | 1,15 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 1.041 | -3,79 | 226 | -1,31 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8.963 | -0,50 | 1.898 | 0,58 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4.161 | -2,23 | 904 | 0,33 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 41.966 | -0,86 | 9.117 | 1,70 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.975 | -0,18 | 1 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 34 | -26,09 | 7 | -22,22 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 14.475 | -30,84 | 3.145 | -29,06 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 4.604 | -1,27 | 1.000 | 1,32 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 2.099 | -17,07 | 456 | -14,93 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 8.381 | -1,20 | 1.821 | 1,34 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 304 | -60,21 | 66 | -59,01 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9.439 | -0,69 | 2.051 | 1,84 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3.189 | -7,86 | 693 | -5,59 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.468 | -5,66 | 319 | -3,34 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 8.832 | -4,69 | 1.919 | -2,24 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6.419 | -79,41 | 1.394 | -78,88 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 72.040 | -3,53 | 15.651 | -1,04 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 2.459 | -10,68 | 534 | -8,40 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.873 | -5,40 | 407 | -5,58 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 12.142 | -0,37 | 2.638 | 2,17 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 7.838 | -2,39 | 1.703 | 0,12 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 137.682 | -2,70 | 29.911 | -0,19 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.370 | -4,32 | 2.687 | -1,86 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 6.690 | -0,67 | 1.453 | 1,89 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.690.012 | -1,19 | 367.155 | 1,36 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2.464 | -0,88 | 535 | 1,71 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1.525 | -16,53 | 331 | -14,25 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.286 | -1,86 | 1.120 | -0,44 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 173.964 | -13,99 | 37.794 | -11,77 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6.209 | -6,87 | 1.349 | -4,53 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 18.557 | -7,96 | 4.032 | -5,60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3.080 | -1,22 | 669 | 1,36 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 10.412 | -9,16 | 2.262 | -6,80 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 64.135 | -3,10 | 13.933 | -0,60 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1.603 | -42,17 | 348 | -40,72 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 2.178 | -99,53 | 473 | 3,05 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 11.325 | -2,77 | 2.460 | -0,24 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 13.848 | -12,21 | 3.008 | -9,94 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 908 | -17,30 | 197 | -15,09 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1.536 | -32,10 | 334 | -30,48 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3.553 | -0,08 | 772 | 2,39 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 7.512 | -2,52 | 1.632 | -0,12 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 2.106 | -0,52 | 457 | 2,01 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 1.186 | -12,60 | 258 | -9,19 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 30.489 | -0,28 | 7 | 0,00 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 986 | -27,12 | 214 | -25,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 101.730 | -30,34 | 22.101 | -28,54 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2.775 | -4,70 | 603 | -2,27 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 174.938 | -2,91 | 38.005 | -0,40 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.050 | -6,67 | 231 | -4,56 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 969 | -0,72 | 211 | 1,94 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 38.278 | -2,55 | 8.316 | -0,04 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 2.942 | -5,00 | 639 | -2,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 482.517 | -0,75 | 104.828 | 1,81 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 43.989 | -11,16 | 9.557 | -8,87 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 2.418 | -13,64 | 525 | -11,47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8.850 | -3,80 | 1.923 | -1,33 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 13.583 | -1,98 | 2.951 | 0,55 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.181 | -16,45 | 1.126 | -14,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 9.780 | -2,24 | 2.125 | 0,28 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 97 | -30,22 | 21 | -31,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 29.800 | -6,58 | 6.474 | -4,17 | |||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | First American Trust, Fsb | 31.146 | -23,05 | 6.767 | -21,07 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2.684 | -11,01 | 624 | -2,35 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 11.620 | -32,99 | 2.524 | -31,26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 263.924 | -16,58 | 57.338 | -14,43 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 10.203 | -1,91 | 2.217 | 0,59 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 37.136 | -1,22 | 8.068 | 1,32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.581 | -45,84 | 778 | -44,50 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 3.019 | -12,21 | 704 | -12,12 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7.502 | -11,34 | 1.593 | -11,16 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.877 | -9,98 | 408 | -7,71 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 283.035 | -0,76 | 61.489 | 1,80 | ||||
| 2026-05-01 | 13F | Financial Counselors Inc | 7.999 | -1,32 | 1.738 | 1,22 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 32 | -36,00 | 7 | -40,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 32.256 | -0,56 | 7.008 | 2,01 | ||||
| 2026-02-09 | 13F | Royce & Associates Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 8.831 | -0,64 | 1.919 | 1,91 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128.493 | -1,88 | 27.915 | 0,65 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 8.999 | -0,02 | 1.955 | 2,57 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 34 | -93,45 | 7 | -93,58 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 81 | -12,90 | 18 | -10,53 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3.430 | -43,62 | 745 | -42,16 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 1.013 | -6,89 | 220 | -4,35 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.873 | -1,07 | 841 | 1,45 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 2.696 | -3,61 | 586 | -1,18 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.666 | -4,28 | 796 | -3,05 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 2.390 | -13,25 | 519 | -10,98 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 15.934 | -14,56 | 3.462 | -12,36 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2.941 | -25,20 | 639 | -23,32 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 1.919 | -37,84 | 0 | |||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 3.054 | -72,90 | 664 | -72,22 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2.574 | -1,61 | 559 | 0,90 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3.217 | -3,16 | 699 | -0,71 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 2.060 | -2,83 | 447 | -0,22 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5.876 | -2,73 | 1.282 | 0,16 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Family CFO Inc | 74.220 | -3,03 | 16.124 | -0,52 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 52.848 | -1,83 | 11.481 | 0,70 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 339.841 | -3,27 | 73.484 | -1,25 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4.989 | -13,76 | 1.084 | 3,04 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 2.491 | -15,65 | 541 | 15,11 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 39.360 | -3,40 | 8.551 | -0,92 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 1.123 | -0,09 | 244 | 2,95 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 12.113 | -3,80 | 2.632 | -1,31 |
