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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 87.750 | -5,11 | 25.200 | -6,10 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3.796 | -1,27 | 1.090 | -2,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 38.673 | -1,54 | 11.106 | -2,57 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 108.331 | -0,58 | 31.440 | -1,77 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 10.364 | -0,78 | 2.976 | -1,81 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 401 | -11,87 | 115 | -12,88 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 25.524 | -0,95 | 7.330 | -1,99 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 22.051 | -56,51 | 6.333 | -56,97 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 4.154 | -1,02 | 1.193 | -2,13 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 970 | -41,46 | 279 | -42,08 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 950 | -1,35 | 273 | -2,51 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 1.176 | -23,19 | 338 | -24,10 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.373 | -16,69 | 394 | -17,57 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1.211 | -0,82 | 348 | -1,98 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 4.598 | -0,76 | 1.320 | -1,79 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2.241 | -8,90 | 650 | -9,97 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 19.369 | -0,21 | 5.563 | -1,26 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 38.272 | -0,97 | 10.991 | -2,01 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9.645 | -0,55 | 2.770 | -1,60 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 77.065 | -19,31 | 22.131 | -20,15 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 1.172 | -88,06 | 337 | -88,21 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 46.048 | -0,43 | 13.224 | -1,48 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 12.709 | -4,26 | 3.650 | -5,27 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 65.782 | -1,89 | 18.891 | -2,91 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 701 | -1,27 | 201 | -2,43 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5.492 | -7,15 | 1.577 | -8,10 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 14.703 | -14,82 | 4.222 | -15,71 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 3.617 | -5,36 | 1.039 | -6,40 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.934 | -2,27 | 555 | -3,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.408 | -2,33 | 4.138 | -3,36 | ||||
| 2026-04-21 | 13F | Maseco Llp | 187 | -4,59 | 54 | -5,36 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 14.181 | -10,90 | 4.072 | -12,88 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 17.087 | -0,12 | 4.907 | -1,17 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 64.389 | -7,51 | 18.491 | -8,48 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 12.667 | -3,43 | 3.638 | -4,44 | ||||
| 2026-04-23 | 13F | Simmons Bank | 73.772 | -0,17 | 21.186 | -1,22 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.062 | -48,48 | 3.177 | -49,03 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.976 | -12,91 | 568 | -13,83 | ||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 28.850 | -1,64 | 8.285 | -2,67 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 1.349 | -27,63 | 387 | -28,47 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1.120 | -16,10 | 326 | -17,47 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 143.631 | -1,53 | 41.248 | -2,56 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 24.509 | -18,69 | 7.038 | -19,54 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 4.286 | -0,63 | 1.244 | -1,82 | ||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 269.885 | -18,99 | 77.506 | -19,84 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 6.143 | -98,13 | 1.764 | -98,15 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.355 | -7,21 | 683 | -8,32 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 17.402 | -3,23 | 4.998 | -4,25 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 9.791 | -6,01 | 2.812 | -7,01 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17.453 | -4,87 | 5.012 | -5,86 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 152.502 | -0,23 | 43.796 | -1,28 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 121.876 | -0,52 | 35.000 | -1,56 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 16.919 | -2,02 | 4.859 | -3,05 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 1.337 | -5,98 | 384 | -6,80 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 6.758 | -3,80 | 1.941 | -4,81 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 40.926 | -9,99 | 11.753 | -7,62 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 1.740 | -0,68 | 500 | -1,77 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 116 | -14,07 | 33 | -15,38 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 5.971 | -0,18 | 1.715 | -1,27 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 22.607 | -2,10 | 6.492 | -3,13 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 4.119 | -0,12 | 1.183 | -1,17 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 3.531 | -2,03 | 1.014 | -2,97 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 4.388 | -3,62 | 1.260 | -4,62 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 2.348 | -9,83 | 674 | -10,73 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.137 | -12,95 | 614 | -13,90 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 28.371 | -0,25 | 8.148 | -1,30 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15.056 | -3,82 | 4.546 | -2,95 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 8.194 | -0,85 | 2.353 | -1,88 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 852 | -12,26 | 245 | -13,17 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 6.024 | -7,92 | 1.730 | -8,90 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 16.690 | -0,06 | 4.793 | -1,09 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.569 | -0,51 | 451 | -1,53 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.784 | -0,07 | 799 | -1,11 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 2.829 | -0,14 | 812 | -1,22 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 11.146 | -7,44 | 3 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 176.404 | -30,29 | 51 | -31,51 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 2.338 | -0,72 | 671 | -1,76 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 27.721 | -14,64 | 7.961 | -15,54 | ||||
| 2026-05-12 | 13F | Lathrop Investment Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Moneywise, Inc. | 6.933 | -8,57 | 1.991 | -9,55 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2.498 | -32,29 | 717 | -33,05 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1.407 | -6,82 | 404 | -7,76 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.413 | -6,55 | 406 | -7,53 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7.555 | -24,69 | 2.170 | -25,49 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 13.664 | -3,94 | 3.924 | -4,97 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 1.028 | -24,74 | 295 | -26,43 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 6.693 | -0,56 | 1.922 | -1,59 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 3.349 | -1,62 | 962 | -2,63 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.246 | -8,45 | 358 | -9,62 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6.350 | -11,03 | 1.824 | -11,97 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 431 | -1,15 | 124 | -2,38 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 879.890 | -6,57 | 252.687 | -7,55 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 905 | -1,20 | 260 | -2,26 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 49.982 | -0,78 | 14.354 | -1,82 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.234 | -0,43 | 929 | -1,49 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 933 | -6,98 | 262 | -9,97 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 4.326 | -53,45 | 1.242 | -53,95 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 1.886 | -8,36 | 542 | -9,38 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 3.271 | -23,41 | 939 | -24,21 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 124.320 | -5,77 | 35.710 | -6,76 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 7.558 | -0,09 | 2.171 | -1,14 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 250 | -1,96 | 0 | |||||
| 2026-04-24 | 13F | Patten Group, Inc. | 8.913 | -0,44 | 2.560 | -1,46 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 1.855 | -0,75 | 533 | -1,85 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 2.087 | -0,14 | 599 | -1,16 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 5.882 | -1,84 | 1.700 | -2,30 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1.022 | -13,90 | 293 | -14,83 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 1.508 | -1,37 | 433 | -2,26 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 822 | -51,56 | 236 | -52,03 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 1.637 | -0,30 | 470 | -1,26 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 133.777 | -0,43 | 38.418 | -1,47 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.461 | -1,87 | 707 | -2,89 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 299.831 | -6,14 | 86.105 | -7,12 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 21.590 | -4,15 | 6.200 | -5,14 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 4.155 | -7,25 | 1.193 | -8,23 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14.957 | -1,70 | 4.528 | -0,70 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 26.453 | -0,16 | 7.597 | -1,21 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 6.590 | -1,98 | 1.893 | -3,02 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 1.563 | -27,97 | 449 | -28,78 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 86 | -7,53 | 25 | -7,69 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 16.254 | -1,90 | 4.668 | -2,93 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 34.854 | -4,28 | 10.009 | -5,28 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 1.407 | -7,62 | 404 | -8,60 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 1.134 | -0,18 | 326 | -1,22 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 64.293 | -7,02 | 18.464 | -7,99 | ||||
| 2026-05-15 | 13F | Select Equity Group, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 2.263 | -31,63 | 650 | -32,40 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 18.965 | -0,81 | 5.446 | -1,84 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 8.348 | -0,48 | 2.397 | -1,52 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 3.283 | -1,32 | 943 | -2,38 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 34.772 | -4,24 | 10.092 | -5,38 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Legacy Trust | 4.808 | -0,31 | 1.381 | -1,36 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 16.905 | -1,08 | 4.855 | -2,12 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 14.544 | -9,72 | 4.177 | -10,65 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3.866 | -22,29 | 1.110 | -23,08 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 132.375 | -2,47 | 38.015 | -3,50 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 856 | -4,89 | 246 | -6,13 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 1.326 | -4,88 | 0 | |||||
| 2026-05-15 | 13F | Aufman Associates Inc | 2.905 | -0,03 | 834 | -1,07 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 8.648 | -4,20 | 2.484 | -5,19 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.675 | -5,83 | 3.927 | -6,81 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 2.176 | -1,27 | 625 | -2,35 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 3.444 | -0,69 | 989 | -1,69 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 18.131 | -0,12 | 5.207 | -3,77 | ||||
| 2026-04-24 | 13F | Optas, LLC | 11.654 | -0,94 | 3.347 | -1,96 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 5.031 | -1,28 | 1.445 | -2,30 | ||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 4.565 | -4,20 | 1.311 | -5,21 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.043.549 | -9,52 | 302.859 | 89.502,96 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 5.911 | -0,64 | 1.698 | -1,68 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 3.455 | -19,60 | 992 | -20,45 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 122 | -35,11 | 35 | -35,19 | ||||
| 2026-04-16 | 13F | jvl associates llc | 52.965 | -0,94 | 15.211 | -1,97 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 69.879 | -0,27 | 20.068 | -1,32 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13.939 | -4,04 | 4.003 | -5,03 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 1.807 | -19,33 | 519 | -20,31 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 35.842 | -5,35 | 10.293 | -6,33 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 2.795 | -16,79 | 803 | -17,66 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 8.073 | -0,90 | 2.318 | -1,95 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 30.907 | -1,39 | 8.876 | -2,43 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 20.433 | -0,69 | 5.868 | -1,74 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 2.097 | -0,33 | 602 | -1,31 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.661 | -22,85 | 477 | -23,56 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 1.067 | -3,96 | 306 | -4,97 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 6.940 | -2,80 | 1.993 | -3,86 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 1.219 | -51,95 | 350 | -52,45 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 4.918 | -4,78 | 1.412 | -5,80 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 851 | -0,12 | 244 | -1,21 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 240 | -10,78 | 69 | -12,82 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 8.571 | -0,15 | 2.461 | -1,20 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 4.597 | -27,78 | 1.320 | -28,53 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 878 | -2,12 | 252 | -3,08 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 20.038 | -1,83 | 5.755 | -2,85 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 950 | -50,00 | 273 | -52,11 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 70.554 | -0,64 | 20.262 | -1,68 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 2.069 | -84,85 | 594 | -85,01 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.682 | -2,89 | 2.493 | -3,89 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 3.055 | -1,48 | 877 | -2,45 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 4.299 | -7,43 | 1.235 | -8,39 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 217 | -9,58 | 62 | -10,14 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 13.637 | -4,58 | 3.922 | -5,43 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 3.027 | -14,08 | 869 | -14,97 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 192.964 | -9,06 | 55.415 | -10,02 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 9.816 | -0,15 | 2.819 | -1,19 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.802 | -3,99 | 1.092 | -5,05 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 28.644 | -3,03 | 8.226 | -4,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.330 | -6,91 | 956 | -7,90 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 1.552 | -1,34 | 446 | -2,41 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 708 | -12,05 | 204 | -12,88 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7.110 | -0,15 | 2.042 | -1,21 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 333 | -14,83 | 96 | -15,93 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 622 | -2,66 | 179 | -3,78 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 63.373 | -0,41 | 18.200 | -1,46 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 1.266 | -1,78 | 364 | -2,94 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 33.232 | -0,34 | 9.544 | -1,38 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.141 | -10,26 | 902 | -11,13 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 1.165 | -18,25 | 335 | -19,13 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 10.999 | -42,33 | 3.170 | -42,77 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 21.911 | -5,07 | 6.292 | -6,06 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 3.964 | -0,28 | 1.138 | -1,30 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 5.577 | -60,57 | 1.602 | -60,99 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 156.490 | -0,40 | 44.941 | -1,44 | ||||
| 2026-05-15 | 13F | London Co Of Virginia | 77 | -89,69 | 22 | -89,81 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 3 | -25,00 | 1 | |||||
| 2026-04-13 | 13F | Farrell Financial LLC | 22.314 | -3,81 | 6.408 | -4,81 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2.167 | -6,39 | 622 | -7,30 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 2.528 | -0,71 | 726 | -1,63 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 896 | -5,08 | 257 | -6,20 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 3.478 | -8,55 | 999 | -9,52 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 803 | -8,23 | 231 | -9,09 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 5.216 | -2,67 | 1.498 | -3,73 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1.988 | -8,13 | 571 | -9,24 | ||||
| 2026-04-29 | 13F | Fishman Jay A Ltd/mi | 1.927 | -1,28 | 553 | -2,30 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 14.488 | -6,04 | 4.161 | -7,04 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46.048 | -16,41 | 12.652 | -17,90 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 26.241 | -4,04 | 7.536 | -5,03 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 28.152 | -97,76 | 8.085 | -97,78 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 22.730 | -3,93 | 6.528 | -4,94 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 1.983 | -3,08 | 569 | -4,05 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 42.739 | -3,65 | 12.274 | -4,66 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 1.185 | -8,35 | 340 | -9,33 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1.401 | -33,32 | 402 | -33,99 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 69.315 | -0,90 | 19.906 | -1,94 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5.992 | -44,59 | 1.721 | -45,19 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 39.868 | -0,43 | 11.450 | -1,47 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | Call | 0 | -100,00 | 0 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 838 | -61,10 | 241 | -46,43 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 30.205 | -2,06 | 8.674 | -3,08 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.022 | -2,76 | 294 | -3,93 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 4.360 | -3,15 | 1.252 | -4,13 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 161.267 | -0,18 | 46.313 | -1,22 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 31.836 | -12,51 | 9.144 | -13,42 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 924 | -9,06 | 265 | -9,86 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 90.146 | -2,11 | 25.888 | -4,29 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 1.092 | -8,39 | 314 | -9,28 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 3.096 | -13,95 | 889 | -14,85 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3.038 | -6,09 | 872 | -7,04 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 3.437 | -0,03 | 987 | -1,10 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 768 | -52,88 | 221 | -53,49 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 831 | -16,15 | 239 | -17,07 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5.448 | -6,78 | 1.565 | -7,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 149.324 | -34,53 | 43.298 | -36,60 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.596 | -13,39 | 1.624 | -14,39 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 50.451 | -0,42 | 14.489 | -1,46 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 10.100 | -1,73 | 2.901 | -2,75 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 12.065 | -0,84 | 3.465 | -1,90 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 44.845 | -0,04 | 12.879 | -1,09 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 3.963 | -16,52 | 1.138 | -17,36 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1.066 | -0,93 | 310 | -0,64 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 1.859 | -0,64 | 534 | -1,66 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 700 | -2,10 | 201 | -2,90 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 53.730 | -3,23 | 3.858 | -76,06 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 32.242 | -0,63 | 9.260 | -1,67 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 8.030 | -5,38 | 2.306 | -6,37 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.463 | -8,29 | 1.569 | -9,26 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 1.657 | -5,64 | 476 | -6,68 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 10.225 | -0,81 | 2.936 | -1,84 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 1.588 | -0,50 | 456 | -1,51 | ||||
| 2026-04-22 | 13F | Sentry LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3.252 | -39,73 | 934 | -40,38 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 940 | -14,16 | 270 | -14,83 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 8.525 | -2,58 | 2.448 | -3,58 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 818 | -14,79 | 235 | -15,47 | ||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.211 | -5,35 | 635 | -6,35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 23.905 | -1,26 | 6.865 | -2,31 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 21.207 | -13,85 | 6.090 | -14,74 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 107.724 | -0,05 | 30.936 | -1,09 | ||||
| 2026-04-22 | 13F | Border to Coast Pensions Partnership Ltd | 1.018.187 | -10,93 | 293 | -11,75 | ||||
| 2026-04-13 | 13F | Trust Co | 417 | -64,18 | 120 | -64,69 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 4.664 | -15,31 | 1.339 | -16,21 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.421 | -0,42 | 1.567 | -4,22 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 2.405 | -6,57 | 691 | -7,63 | ||||
| 2026-05-11 | 13F | United Bank | 28.784 | -1,69 | 8.266 | -2,72 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 242.448 | -23,01 | 21.225 | -76,78 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.335 | -1,48 | 383 | -2,54 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 33.664 | -9,77 | 9.668 | -13,99 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 14.476 | -11,49 | 4.157 | -12,41 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.367 | -10,58 | 680 | -11,59 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Essex Savings Bank | 8.421 | -5,23 | 2.418 | -6,21 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 10.186 | -27,55 | 2.925 | -28,31 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 6.056 | -2,95 | 1.739 | -3,92 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 859 | -9,96 | 247 | -10,87 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4.216 | -1,89 | 1.211 | -2,97 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.584 | -4,93 | 742 | -5,84 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 49.151 | -2,82 | 14.115 | -3,84 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 14.902 | -3,57 | 4.280 | -4,59 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 4.245 | -0,02 | 1.219 | -1,06 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 887 | -76,03 | 255 | -76,33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 52.304 | -10,93 | 15.021 | -11,86 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 3.957 | -22,38 | 1.136 | -23,19 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 3.834 | -4,82 | 1.150 | -1,71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.506 | -2,40 | 432 | -3,36 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 17.954 | -11,91 | 5.156 | -12,83 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 1.850 | -2,37 | 531 | -3,28 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.762 | -29,69 | 2.543 | -30,77 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 33.418 | -2,76 | 9.597 | -3,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 48.801 | -47,75 | 12.536 | 46.329,63 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 2.389 | -0,54 | 686 | -1,58 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 727 | -2,42 | 209 | -3,70 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 29.127 | -3,53 | 8.365 | -4,54 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 98.810 | -4,55 | 28.376 | -5,55 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2.120.982 | -0,78 | 595.848 | -3,96 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 38.009 | -0,15 | 10.916 | -1,19 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 10.072 | -5,96 | 2.892 | -6,95 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 7.243 | -0,36 | 2.080 | -1,38 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 5.510 | -0,54 | 1.582 | -1,56 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2.048 | -21,77 | 588 | -22,53 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 3.182 | -2,15 | 914 | -3,18 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.665 | -0,24 | 478 | -1,24 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 1.115 | -0,09 | 325 | -1,82 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 98.652 | -1,59 | 28.331 | -2,62 | ||||
| 2026-04-23 | 13F | American National Bank | 984 | -4,19 | 283 | -5,37 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17.857 | -0,01 | 5.128 | -1,04 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 4 | -93,22 | 1 | -94,12 | ||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | one8zero8, LLC | 200 | -0,99 | 57 | -1,72 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 5.193 | -0,46 | 1.501 | -0,92 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 3.219 | -4,31 | 924 | -8,51 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 9.682 | -1,21 | 2.780 | -2,25 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 82.968 | -0,55 | 23.827 | -1,60 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 841 | -31,46 | 242 | -32,11 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7.909 | -1,74 | 2.271 | -2,74 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 79.241 | -4,13 | 22.756 | -5,14 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 25.158 | -0,04 | 7.225 | -1,10 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.875 | -1,92 | 1.113 | -2,97 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10.266 | -35,08 | 2.949 | -35,76 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 3.144 | -7,15 | 903 | -8,15 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 6.494 | -0,25 | 1.865 | -1,32 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 1.349 | -0,95 | 387 | -2,03 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 76.855 | -1,43 | 22.071 | -2,46 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 3.573 | -26,39 | 1.026 | -27,20 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.459 | -2,97 | 993 | -3,97 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 1.963 | -49,34 | 564 | -49,91 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 2.469 | -6,12 | 1 | |||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 905 | -6,70 | 260 | -7,83 | ||||
| 2026-05-14 | 13F | Main Management LLC | 727 | -5,95 | 0 | |||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 8.310.889 | -1,24 | 2.386.721 | -2,28 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 20.091 | -0,43 | 5.770 | -1,47 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 463.622 | -3,44 | 133.143 | -4,45 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.542 | -3,14 | 443 | -4,33 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 8.542 | -5,89 | 2.453 | -6,87 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 5.750 | -1,99 | 1.766 | 3,70 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 812 | -9,48 | 233 | -10,38 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 14.845 | -2,59 | 4.263 | -3,62 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 14.651 | -20,43 | 4.207 | -21,26 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 12.327 | -9,41 | 3.540 | -10,36 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.432 | -40,16 | 2.737 | -40,87 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 11.212 | -1,86 | 3.220 | -2,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 8.437 | -9,37 | 2.423 | -10,29 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 698 | -8,64 | 200 | -9,50 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2.983 | -41,31 | 857 | -41,97 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 3.595 | -1,05 | 1.032 | -2,09 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 6.374 | -2,84 | 1.831 | -3,89 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 2.585 | -1,82 | 742 | -2,88 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 14.114 | -0,19 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.895 | -6,70 | 544 | -7,64 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 3.507 | -0,20 | 1.007 | -1,18 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 24.180 | -17,47 | 6.944 | -18,33 | ||||
| 2026-02-05 | 13F | Arjuna Capital | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 9.192 | -0,54 | 2.640 | -1,60 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 29.806 | -0,20 | 8.560 | -1,25 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 635 | -28,57 | 182 | -29,46 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 12.190 | -57,89 | 3.501 | -58,33 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 4.741 | -0,15 | 1.361 | -1,16 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 38.395 | -0,48 | 11.026 | -1,52 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 1.772 | -5,89 | 509 | -6,96 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 8.945 | -1,45 | 2.569 | -2,51 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 58.103 | -0,41 | 17.591 | 0,79 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 109.551 | -1,49 | 31.461 | -2,52 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 87.720 | -1,09 | 25.191 | -2,13 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 131 | -4,38 | 38 | -5,13 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.085 | -0,67 | 2.609 | -1,70 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 794 | -16,95 | 228 | -17,69 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 9.531 | -71,56 | 2.737 | -71,86 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 25.057 | -13,52 | 7.272 | -14,56 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 5.523 | -1,15 | 1.586 | -2,16 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 737 | -6,23 | 212 | -7,46 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Ti-trust, Inc | 2.646 | -0,26 | 760 | -1,30 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 6.321 | -3,35 | 1.815 | -4,37 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 3.811 | -0,03 | 1.095 | -1,08 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 937 | -1,16 | 269 | -2,55 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.319 | -3,17 | 666 | -4,32 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 4.500 | -3,91 | 1.292 | -4,93 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 41.677 | -0,95 | 11.969 | -1,99 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 33.769 | -14,60 | 9.698 | -0,32 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 9.988 | -1,65 | 2.868 | -2,71 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 6.546 | -1,24 | 1.880 | -2,29 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 14.274 | -30,01 | 4.099 | -30,74 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 1.276 | -0,78 | 366 | -1,88 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 4 | -99,92 | 1 | -99,93 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | WP Advisors, LLC | 16.845 | -0,54 | 4.837 | -1,59 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.330 | -37,50 | 382 | -38,25 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 149.604 | -40,69 | 42.963 | -41,31 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 5.944 | -0,69 | 1.707 | -1,78 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 55.104 | -0,02 | 15.992 | -1,22 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 24.991 | -2,32 | 7.177 | -3,35 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 15.344 | -2,02 | 4.406 | -3,04 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 11.429 | -1,22 | 3.282 | -2,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 113.646 | -1,79 | 32.637 | -2,82 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 1.052 | -1,77 | 302 | -2,58 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 32.867 | -1,07 | 9.439 | -2,11 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 16.071 | -2,82 | 4.615 | -3,83 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2.977 | -24,21 | 855 | -25,02 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.550 | -2,64 | 445 | -3,69 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.443 | -14,16 | 414 | -14,99 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 990 | -26,88 | 284 | -27,55 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3.653 | -0,76 | 1.049 | -4,98 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.354 | -0,93 | 676 | -2,03 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 37.715 | -0,02 | 10.831 | -1,06 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 2.209 | -49,10 | 635 | -49,64 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 326 | -33,74 | 94 | -34,51 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Refined Wealth Management | 1.053 | -92,12 | 302 | -92,21 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1.233 | -2,68 | 354 | -3,54 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 5.507 | -24,69 | 2 | -50,00 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 1.006 | -22,97 | 289 | -23,81 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 2.527 | -9,69 | 726 | -10,71 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 87.154 | -94,17 | 25.029 | -94,23 | ||||
| 2026-02-10 | 13F | Womack Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 261.130 | -6,62 | 74.991 | -7,60 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 11.938 | -0,11 | 3.428 | -1,15 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 5.540 | -15,21 | 1.591 | -16,14 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 36.261 | -15,62 | 10.414 | -16,50 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2.312 | -7,70 | 664 | -8,80 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2.614 | -2,35 | 751 | -3,35 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1.375 | -16,26 | 395 | -17,02 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.539 | -2,17 | 1.878 | -3,20 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 8.402 | -0,60 | 2.413 | -1,67 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 4.577 | -5,94 | 1.314 | -6,94 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 398 | -1,49 | 114 | -2,56 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9.635 | -0,10 | 2.767 | -1,18 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 3.770 | -0,50 | 1.083 | -1,55 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Petix & Botte Co | 3.350 | -53,41 | 1.924 | -7,77 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 5.116 | -43,85 | 1.469 | -44,44 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 32.775 | -0,52 | 9.412 | -1,56 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.162 | -99,89 | 908 | -99,89 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 10.697 | -4,81 | 3.072 | -5,80 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3.841 | -4,14 | 1.103 | -7,39 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 1.642 | -19,86 | 472 | -20,71 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 9.889 | -6,29 | 2.840 | -7,28 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 2.871 | -8,10 | 824 | -9,05 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 42.818 | -1,89 | 12.296 | -2,92 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 20.282 | -3,16 | 5.824 | -4,18 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 61.459 | -0,01 | 17.650 | -1,07 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 185.999 | -16,58 | 53.415 | -17,71 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 4.886 | -4,90 | 1.403 | -5,90 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 787 | -15,19 | 226 | -15,99 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 3.623 | -3,80 | 1.041 | -4,85 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 11 | -59,26 | 3 | -57,14 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 27.708 | -6,07 | 7.957 | -7,06 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 64.983 | -0,05 | 18.662 | -1,10 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 255 | -9,57 | 73 | -9,88 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.570 | -0,96 | 738 | -1,86 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 10.974 | -0,24 | 3.151 | -1,28 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 5.462 | -1,97 | 1.569 | -3,03 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 4.126 | -21,60 | 1.185 | -22,46 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 41.200 | -0,25 | 11.832 | -6,71 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 15.758 | -3,51 | 4.525 | -4,52 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.217.572 | -5,60 | 924.545 | -6,51 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.865 | -48,81 | 2.259 | -49,36 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 987 | -27,69 | 283 | -28,54 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 10.880 | -0,06 | 3.125 | -1,11 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.109 | -1,54 | 606 | -2,58 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 6.941 | -0,46 | 1.993 | -1,48 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22 | -43,59 | 6 | -45,45 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 1.329 | -0,30 | 382 | -1,30 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 11.556 | -1,07 | 3.319 | -2,12 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42.248 | -0,36 | 12.133 | -1,41 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1.159 | -0,26 | 333 | -1,48 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.437 | -5,34 | 413 | -6,36 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 2.998 | -2,12 | 861 | -3,15 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 2.140 | -16,14 | 615 | -17,03 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 16.504 | -28,59 | 4.740 | -29,34 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 5.428 | -0,64 | 1.559 | -1,70 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 28.208 | -1,78 | 8.540 | -0,79 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 7.614 | -13,94 | 2.187 | -14,84 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.256 | -1,36 | 648 | -2,41 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 2.951 | -1,07 | 847 | -2,08 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4.929 | -15,66 | 1.415 | -16,57 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 51.519 | -32,20 | 14.795 | -32,91 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 12.743 | -6,48 | 3.659 | -7,46 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 6.185 | -6,68 | 1.776 | -7,64 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4.991 | -9,30 | 1.433 | -10,27 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2.934 | -10,22 | 843 | -11,18 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 4.315 | -4,24 | 1.252 | -5,37 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 47.154 | -1,61 | 13.542 | -2,65 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.136 | -17,08 | 326 | -17,88 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 2.418 | -24,98 | 694 | -25,78 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 37.545 | -3,94 | 10.782 | -4,95 | ||||
| 2026-04-10 | 13F | Novem Group | 4.787 | -0,27 | 1.375 | -1,36 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.738 | -0,34 | 499 | -1,38 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 712 | -3,26 | 204 | -4,23 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 481 | -31,68 | 138 | -32,35 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.310 | -1,79 | 672 | -3,86 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 25.535 | -2,88 | 7.333 | -3,89 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 66.545 | -10,45 | 19.110 | -11,39 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 19.351 | -4,47 | 6.263 | 6,55 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 14.715 | -0,57 | 4.267 | -2,60 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 14.315 | -1,95 | 4.111 | -2,97 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 5.363 | -1,43 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Nepc Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Channel Wealth Llc | 1.555 | -8,10 | 447 | -9,16 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 2.912 | -1,09 | 836 | -2,11 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 20.286 | -1,91 | 5.826 | -2,93 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 11.104 | -2,54 | 3.189 | -3,57 | ||||
| 2026-02-12 | 13F | Mindset Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Weaver Consulting Group | 807 | -11,03 | 232 | -12,17 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 495 | -1,59 | 142 | -2,07 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 5.542 | -26,51 | 1.592 | -27,29 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 297.343 | -52,80 | 85.391 | -52,92 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.239 | -5,85 | 360 | -6,49 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 13.282 | -0,81 | 4.010 | -0,30 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 331.136 | -26,72 | 95.096 | -27,49 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 24.853 | -0,86 | 7.137 | -1,90 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 817 | -5,00 | 235 | -6,02 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.745 | -3,99 | 1.650 | -5,01 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 1.438 | -2,64 | 413 | -3,74 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2.181 | -1,13 | 626 | -2,19 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 5.895 | -4,16 | 1.693 | -5,21 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.392 | -0,35 | 974 | -1,32 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 4.498 | -3,21 | 1.292 | -4,23 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2.409 | -6,19 | 692 | -7,25 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4.348 | -1,52 | 1.249 | -2,58 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 2.502 | -0,71 | 719 | -1,78 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 31.002 | -1,38 | 8.903 | -2,40 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 5.286 | -5,20 | 1.518 | -6,18 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 1.242 | -1,90 | 357 | -3,00 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 6.563 | -1,47 | 1.885 | -3,88 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 6.040 | -10,93 | 1.735 | -11,85 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 9.385 | -4,30 | 2.695 | -5,31 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 20.143 | -16,69 | 5.785 | -17,56 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1.526 | -16,70 | 438 | -17,51 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 1.943 | -1,72 | 558 | -2,79 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 31.987 | -3,93 | 9.186 | -4,93 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 3.569 | -1,54 | 1.025 | -2,66 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 2.034 | -32,63 | 584 | -33,33 | ||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 6.382 | -65,67 | 1.833 | -66,04 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | PFW Advisors LLC | 7.964 | -14,63 | 2.287 | -15,52 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 58.327 | -2,91 | 17 | -5,88 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 2.489 | -6,74 | 715 | -7,75 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 561.597 | -0,99 | 161.280 | -2,03 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 915 | -7,58 | 263 | -8,71 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 709 | -3,80 | 204 | -4,69 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 6.721 | -0,52 | 1.930 | -1,53 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 3.081 | -4,85 | 885 | -5,86 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 4.013 | -1,38 | 1.152 | -2,37 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 26.547 | -1,92 | 7.624 | -2,95 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 22.606 | -18,60 | 6.492 | -19,44 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 30.258 | -3,58 | 8.689 | -4,59 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.288 | -6,69 | 657 | -7,74 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.032 | -0,28 | 3.743 | -1,32 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 5.137 | -1,12 | 1.475 | -2,12 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 5.241 | -1,24 | 1.505 | -2,27 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Keel Point, LLC | 2.098 | -37,52 | 603 | -38,19 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 5.362 | -0,35 | 1.540 | -1,41 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20.308 | -6,73 | 5.832 | -7,71 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 25.925 | -0,51 | 7.445 | -1,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 28.378 | -14,57 | 8.150 | -15,47 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 215.385 | -9,13 | 61.853 | -10,13 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 28.462 | -0,58 | 8.174 | -1,62 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.421 | -0,07 | 408 | -0,97 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 7.687 | -5,18 | 2.208 | -6,16 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | King Wealth | 17.431 | -2,88 | 5 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 52.913 | -0,22 | 15.196 | -1,26 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1.089 | -6,68 | 313 | -7,69 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 903 | -3,01 | 259 | -4,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 199.790 | -0,34 | 57.983 | -1,53 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 9.279 | -1,25 | 2.665 | -2,27 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 1.193 | -0,33 | 343 | -1,44 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 5.678 | -0,21 | 1.631 | -1,27 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 2.808 | -27,59 | 806 | -28,36 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 4.694 | -0,42 | 1.348 | -1,46 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 22.637 | -1,77 | 6.501 | -2,80 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 89.427 | -11,57 | 25.682 | -12,49 | ||||
| 2026-04-24 | 13F | Bayban | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 173.409 | -1,44 | 49.800 | -2,48 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.241 | -1,19 | 357 | -2,20 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.103 | -36,10 | 317 | -36,80 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.975 | -0,78 | 1.429 | -1,86 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 2.551 | -2,00 | 732 | -3,05 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 1.288 | -1,08 | 370 | -2,12 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 4 | -98,58 | 1 | -98,77 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 3.908 | -0,41 | 1.122 | -1,41 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.225 | -0,89 | 352 | -1,96 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 18.607 | -3,45 | 5.739 | -1,12 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 1.007 | -7,87 | 289 | -8,83 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 976 | -3,46 | 280 | -4,44 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1.503 | -22,37 | 432 | -23,17 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 1.850 | -0,16 | 531 | -1,12 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 28.672 | -4,03 | 8.234 | -5,04 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 25.469 | -1,21 | 7.314 | -2,25 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 19.424 | -6,99 | 5.578 | -7,95 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12.473 | -0,98 | 3.582 | -2,02 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 4.517 | -3,52 | 1.297 | -4,49 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2.041 | -9,53 | 586 | -10,40 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 2.674 | -0,04 | 768 | -1,16 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 9.119 | -34,72 | 2.619 | -35,42 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 12.585 | -9,55 | 3.594 | -11,00 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 714 | -2,59 | 205 | -5,53 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 1.021 | -3,31 | 293 | -4,25 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 4.192 | -1,20 | 1.204 | -2,27 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 10.254 | -2,04 | 2.945 | -3,09 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 830 | -6,74 | 238 | -7,75 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 18.666 | -5,51 | 5.360 | -6,51 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 24.934 | -39,15 | 7.161 | -39,79 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 3.909 | -10,20 | 1.123 | -11,16 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 482 | -3,98 | 140 | -5,44 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 58.175 | -33,62 | 16.707 | -34,31 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 3.866 | -2,35 | 1.110 | -3,39 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 33.268 | -0,35 | 9.554 | -1,40 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 4.768 | -2,47 | 1.369 | -3,46 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 2.150 | -2,93 | 617 | -3,89 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 50.251 | -5,50 | 14.431 | -6,49 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 57.025 | -1,10 | 16 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.549 | -4,13 | 1.026 | -4,56 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 1.008 | -2,23 | 290 | -3,34 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 3.218 | -1,95 | 924 | -2,94 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.960 | -7,11 | 563 | -8,17 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.329 | -68,29 | 3.828 | -68,63 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 7.988 | -0,62 | 2.294 | -1,67 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 13.077 | -1,68 | 3.755 | -2,72 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 44.125 | -9,20 | 12.672 | -10,15 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 68.127 | -0,39 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 39.708 | -0,76 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 17.337 | -9,02 | 5.032 | -10,11 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3.525 | -0,76 | 1.012 | -1,75 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 15.301 | -1,13 | 4.394 | -2,16 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1.265 | -51,90 | 363 | -52,42 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 8.846 | -0,83 | 2.540 | -1,85 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6.534 | -7,12 | 248 | -35,68 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 13.985 | -0,24 | 4.016 | -1,28 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 3.281 | -3,22 | 942 | -4,17 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 13.473 | -4,70 | 3.869 | -5,70 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 15.700 | -31,41 | 4.509 | -32,13 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1.312 | -6,22 | 377 | -7,16 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1.188 | -2,86 | 341 | -3,94 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 998 | -4,68 | 287 | -5,61 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 5.324 | -2,44 | 1.529 | -3,47 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 24.924 | -29,09 | 7.158 | -29,83 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 848 | -19,01 | 243 | -19,80 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 18.405 | -0,25 | 5.286 | -1,31 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 387 | -1,02 | 111 | -1,77 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 11.770 | -0,75 | 3.380 | -1,77 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 23.889 | -11,81 | 6.865 | -12,73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 3.510 | -2,42 | 1.008 | -3,45 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 131.097 | -0,44 | 37.648 | -1,48 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 1.259 | -14,00 | 362 | -14,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 227.222 | -0,66 | 65 | -1,52 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3.345 | -0,39 | 961 | -1,44 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 60.276 | -4,95 | 17.310 | -5,94 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 5.914 | -1,87 | 1.698 | -2,92 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 15.330 | -8,76 | 4.402 | -9,72 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 15.152 | -23,13 | 4.351 | -23,93 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 20.830 | -1,96 | 5.982 | -3,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 11.520 | -6,02 | 3.308 | -7,00 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 2.629 | -19,18 | 755 | -20,13 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 8.606 | -46,07 | 2.498 | -46,08 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.258 | -67,45 | 361 | -65,55 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 8.147 | -0,77 | 2.340 | -1,81 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Conning Inc. | 8.857 | -15,93 | 2.544 | -16,81 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 2.181 | -10,28 | 626 | -11,21 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 11.174 | -8,79 | 3.209 | -9,73 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 2.292 | -0,35 | 658 | -1,35 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.907 | -73,17 | 3 | -80,00 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 26.699 | -14,49 | 7.667 | -15,39 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 30.405 | -3,77 | 8.732 | -4,79 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.092 | -3,10 | 601 | -4,15 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 7.468 | -7,14 | 2.145 | -8,10 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 10.486 | -9,43 | 3.011 | -10,39 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 92.791 | -0,91 | 26.648 | -1,94 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 1.746 | -11,19 | 501 | -12,11 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 912 | -4,90 | 262 | -6,12 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 6.580 | -9,29 | 1.890 | -10,26 | ||||
| 2026-05-04 | 13F | Nwam Llc | 25.289 | -1,05 | 7.262 | -2,73 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 1.817 | -0,22 | 522 | -1,33 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 67.444 | -8,83 | 19.369 | -9,79 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 148.480 | -20,33 | 42.640 | -21,16 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 10.960 | -1,36 | 3.147 | -2,39 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 217 | -3,56 | 62 | -4,62 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 33 | -32,65 | 9 | -35,71 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.338 | -77,11 | 384 | -77,57 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.069 | -4,55 | 307 | -5,85 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 1.448 | -4,42 | 416 | -5,47 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16.018 | -10,77 | 4.600 | -11,73 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 100 | -16,67 | 29 | -17,65 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 5.867 | -5,75 | 1.685 | -6,76 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 782 | -32,24 | 225 | -32,93 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.217 | -0,49 | 352 | -0,85 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.410 | -3,75 | 405 | -4,71 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 11.603 | -2,32 | 3.332 | -3,34 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4.390 | -1,44 | 1.261 | -2,48 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 663 | -6,62 | 190 | -7,77 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 9.932 | -6,68 | 2.852 | -7,64 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 128.742 | -28,15 | 36.972 | -28,91 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 32.816 | -7,58 | 9.424 | -8,54 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 4.938 | -1,65 | 1.418 | -2,68 | ||||
| 2026-04-21 | 13F | Washington Growth Strategies Llc | 1.629 | -9,50 | 468 | -10,54 | ||||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | -100,00 | 0 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 8.847 | -1,07 | 2.541 | -2,12 | ||||
| 2026-04-23 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 10.941 | -1,02 | 3.142 | -2,06 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.042 | -3,25 | 304 | -2,88 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.461 | -12,36 | 707 | -13,27 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 6.454 | -1,71 | 1.854 | -2,73 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 10.268 | -28,64 | 2.949 | -29,39 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 514.389 | -1,32 | 147.722 | -2,35 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 1.540 | -50,61 | 442 | -51,11 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.541 | -8,17 | 730 | -9,22 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 1.897 | -26,30 | 1 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 650 | -16,45 | 187 | -17,33 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 1.335 | -16,09 | 383 | -16,92 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 3.064 | -6,04 | 880 | -7,08 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 2.469 | -16,08 | 709 | -16,88 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 17.584 | -1,45 | 5.050 | -2,49 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Partners in Financial Planning | 14.080 | -0,58 | 4.043 | -1,63 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 13.847 | -1,20 | 3.977 | -2,24 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 2.513 | -62,58 | 722 | -62,99 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 560 | -99,68 | 161 | -9,09 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 25.319 | -3,73 | 7.271 | -4,74 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 5.363 | -8,18 | 1.540 | -9,14 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1.245 | -11,64 | 358 | -12,71 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.213 | -0,02 | 1.210 | -1,06 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 1.646 | -52,37 | 473 | -52,94 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 2.209 | -7,46 | 646 | -8,24 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 335.502 | -12,64 | 96.349 | -13,55 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 2.674 | -0,22 | 768 | -1,16 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 18.431 | -49,46 | 5.293 | -49,99 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 12.774 | -0,73 | 3.668 | -1,77 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 389 | -12,78 | 112 | -13,95 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 5.331 | -18,96 | 1.531 | -19,85 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 858 | -21,14 | 247 | -22,88 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 19.769 | -6,97 | 5.677 | -7,95 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.355 | -0,51 | 393 | -1,50 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 158.306 | -1,56 | 45.462 | -2,59 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.601 | -14,89 | 747 | -15,80 | ||||
| 2026-04-21 | 13F | James Reed Financial Services, Inc. | 52.181 | -3,68 | 14.985 | -4,69 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 209.756 | -5,21 | 60.238 | -6,20 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 1.169 | -1,76 | 336 | -2,90 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 13.737 | -11,33 | 3.945 | -12,28 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 5.483 | -0,36 | 1.575 | -1,44 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.154 | -1,03 | 331 | -2,07 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2.536 | -0,63 | 728 | -1,62 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 43.109 | -3,00 | 12.380 | -4,01 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 329.555 | -37,72 | 94.642 | -38,37 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 37.900 | -27,26 | 10.884 | -28,02 | |||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 11.800 | -40,40 | 3.389 | -41,04 | |||
| 2026-04-13 | 13F | TL Private Wealth | 121.677 | -2,68 | 36.102 | -3,32 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 3.518 | -2,95 | 1.010 | -3,99 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 20.925 | -6,06 | 6.091 | -6,57 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 53.142 | -1,16 | 15.261 | -2,20 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 6.942 | -0,07 | 1.994 | -1,14 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 8.819 | -1,61 | 2.533 | -2,65 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 3.669 | -2,63 | 1.054 | -3,66 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 9.787 | -0,03 | 2.811 | -1,09 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 3.083 | -7,92 | 886 | -8,86 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.108 | -20,09 | 1.435 | -22,70 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 1.625 | -1,28 | 467 | -2,31 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 32.272 | -5,12 | 9.268 | -6,12 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3.103 | -0,96 | 891 | -1,98 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 12.286 | -7,53 | 3.528 | -8,48 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1.000 | -11,43 | 287 | -12,23 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.101 | -76,03 | 316 | -76,28 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 7.076 | -0,04 | 2.100 | 2,19 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 11.336 | -5,35 | 3.256 | -6,36 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 751 | -5,53 | 216 | -6,52 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14.603 | -4,51 | 4.194 | -5,52 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 6.901 | -5,23 | 2.003 | -6,40 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 6.898 | -0,61 | 1.981 | -1,64 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 732.859 | -1,02 | 210.626 | -2,07 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 3.082 | -2,38 | 885 | -3,38 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 14.342 | -3,00 | 4.119 | -4,03 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 32.672 | -1,25 | 9.383 | -2,28 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 828 | -60,15 | 238 | -60,70 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 5.679 | -19,63 | 1.631 | 10,81 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 3.830 | -5,36 | 1.100 | -6,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 384.681 | -5,59 | 110 | -6,78 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 1.490 | -15,77 | 428 | -16,76 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1.822 | -2,31 | 523 | -3,33 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gainplan LLC | 1.643 | -84,37 | 472 | -84,56 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.750 | -0,40 | 503 | -3,46 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 494.879 | -9,10 | 140.169 | -11,30 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 1.675 | -0,53 | 481 | -1,43 |
