Proprietà istituzionale e dei fondi - Venditori
Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51.625 | -3,16 | 16 | -6,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15.445 | -0,13 | 4.668 | -0,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | -97,52 | 15 | -97,53 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12.528 | -4,52 | 3.786 | -4,47 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | -18,76 | 214 | -18,63 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8.486 | -3,84 | 2.565 | -3,83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | -0,83 | 108 | 0,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | -27,13 | 260 | -27,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7.000 | -38,05 | 2.116 | -38,03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3.760 | -0,58 | 1.137 | -0,53 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27.810 | -3,88 | 8.405 | -3,84 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6.714 | -2,21 | 2.029 | -2,17 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.221 | -5,65 | 671 | -5,63 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1.265 | -0,94 | 382 | -0,78 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12.130 | -3,27 | 3.666 | -3,22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6.396 | -15,05 | 1.933 | -15,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.147 | -0,26 | 347 | -0,29 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5.227 | -4,83 | 1.580 | -4,82 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4.807 | -6,57 | 1.453 | -6,56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.956 | -3,45 | 1.498 | -3,42 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1.585 | -0,63 | 479 | -0,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4.353 | -42,75 | 1.316 | -42,73 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | -42,25 | 90 | -41,94 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.393 | -19,99 | 421 | -19,81 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392.074 | -0,09 | 1.347 | -7,30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12.969 | -0,18 | 3.920 | -0,15 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76.194 | -0,02 | 23 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | -1,91 | 248 | -1,98 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1.450 | -8,81 | 438 | -8,75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 1.816 | -0,77 | 549 | -0,72 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19.292 | -2,72 | 5.831 | -2,69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2.599 | -4,34 | 785 | -4,27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.579 | -44,24 | 477 | -44,21 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1.776 | -10,71 | 537 | -10,67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 20.773 | -40,79 | 6 | -40,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.215 | -0,25 | 972 | -0,21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1.356 | -17,27 | 410 | -17,37 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 16.429 | -96,18 | 4.966 | -96,18 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 89 | -63,22 | 27 | -64,38 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 855 | -50,00 | 517 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.835 | -17,23 | 857 | -17,21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 549 | -0,18 | 166 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5.608 | -1,28 | 1.695 | -1,22 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 966 | -60,33 | 292 | -60,27 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5.135 | -10,01 | 1.552 | -9,92 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3.648 | -10,10 | 1.103 | -10,04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6.594 | -1,76 | 1.992 | -1,73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.229 | -10,88 | 371 | -10,82 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10.697 | -4,31 | 3.233 | -4,26 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15.807 | -2,44 | 4.777 | -2,41 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1.943 | -0,87 | 587 | -0,84 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5.889 | -13,24 | 1.780 | -13,17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1.098 | -0,09 | 332 | -0,30 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 694 | -14,11 | 210 | -14,34 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3.086 | -6,37 | 933 | -6,33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.116 | -0,92 | 2.754 | 0,55 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50.068 | -20,59 | 15.133 | -20,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | -12,84 | 97 | -12,73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2.262 | -4,80 | 684 | -4,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10.372 | -2,90 | 3.135 | -2,85 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10.858 | -2,49 | 3.280 | -1,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 13.868 | -1,48 | 4.192 | -1,43 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1.424 | -10,94 | 430 | -10,97 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 482 | -17,47 | 146 | -17,61 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.650 | -2,54 | 499 | -2,54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.134 | -8,25 | 343 | -8,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | -3,62 | 201 | -3,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.506 | -3,34 | 492 | -2,00 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | -49,64 | 21 | -48,78 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1.570 | -33,02 | 475 | -33,05 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.085 | -8,28 | 328 | -8,40 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18.370 | -2,41 | 5.552 | -2,36 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3.125 | -75,71 | 945 | -73,80 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2.423 | -0,04 | 732 | 0,00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1.476 | -1,53 | 446 | -1,33 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7.758 | -0,08 | 2.345 | -0,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.939 | -0,34 | 888 | -0,22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.267 | -5,54 | 685 | -5,52 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8.808 | -2,95 | 2.662 | -2,88 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.465 | -0,80 | 745 | -0,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14.324 | -0,37 | 4.330 | -0,32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 404 | -3,81 | 122 | -2,40 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 5.652 | -3,29 | 1.708 | -3,29 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13.194 | -2,76 | 3.988 | -2,73 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 750 | -1,19 | 227 | -1,31 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.679 | -47,13 | 508 | -47,13 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 846 | -11,51 | 256 | -11,46 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18.589 | -0,40 | 5.619 | -2,84 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16.692 | -2,60 | 5.045 | -2,55 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13.742 | -15,43 | 4.154 | -15,40 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5.493 | -0,22 | 1.660 | -0,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.280 | -19,40 | 3.712 | -19,36 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2.017 | -7,90 | 610 | -7,87 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.311 | -3,80 | 1.606 | -3,72 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 86.956 | -6,24 | 26.282 | -6,20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.646 | -0,18 | 498 | -0,20 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | -3,47 | 109 | -3,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8.422 | -6,71 | 2.546 | -6,67 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1.937 | -3,73 | 585 | -2,17 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.120 | -3,78 | 339 | -3,70 | ||||
| 2026-05-01 | 13F | American Trust | 3.884 | -1,62 | 1.174 | -1,51 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | -10,54 | 267 | -10,74 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8.041 | -1,30 | 2.430 | -1,26 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | -8,82 | 281 | -8,77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1.222 | -50,04 | 369 | -50,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | -0,74 | 201 | -0,50 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.541 | -4,70 | 466 | -4,71 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18.634 | -2,66 | 6.141 | -0,34 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 692 | -8,34 | 209 | -8,33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8.834 | -11,33 | 2.670 | -11,27 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8.522 | -36,67 | 2.576 | -36,65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25.974 | -3,74 | 7.851 | -3,70 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5.545 | -22,72 | 1.706 | -24,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1.680 | -78,35 | 508 | -78,37 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3.691 | -54,16 | 1.116 | -54,15 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 142.837 | -3,97 | 43.174 | -3,92 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2.157 | -10,01 | 652 | -10,08 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14.297 | -33,16 | 4.321 | -33,78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 317.705 | -2,39 | 96.027 | -2,34 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26.756 | -6,57 | 8.091 | -6,52 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 258 | -91,88 | 78 | -91,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24.860 | -4,10 | 7.514 | -4,06 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3.296 | -0,63 | 1.019 | 0,10 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17.104 | -0,28 | 5.170 | -0,23 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.794 | -0,50 | 542 | -0,37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1.977 | -9,15 | 597 | -10,09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42.528 | -16,83 | 12.854 | -16,80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8.807 | -2,93 | 2.662 | -2,92 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 668 | -6,57 | 202 | -6,94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.558 | -5,61 | 773 | -5,50 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 18.272 | -2,33 | 5.523 | -2,28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.247 | -0,48 | 383 | -1,79 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 87.775 | -4,13 | 26.530 | -4,09 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10.286 | -12,79 | 3.109 | -12,77 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3.468 | -5,86 | 1.048 | -5,84 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7.061 | -0,11 | 2.134 | -0,05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17.396 | -2,06 | 5.857 | 1,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.989 | -1,01 | 1.508 | -0,99 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1.655 | -5,05 | 500 | -4,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17.234 | -11,20 | 5.209 | -11,15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.576 | -0,17 | 1.081 | -0,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.246 | -5,82 | 376 | -5,76 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 476.911 | -1,30 | 144.146 | -1,26 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5.122 | -0,39 | 1.548 | -0,32 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 2.740 | -1,08 | 828 | -4,39 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7.115 | -0,75 | 2.248 | 3,83 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 29.536 | -0,39 | 8.927 | -0,35 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.135 | -2,06 | 645 | -1,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212.659 | -5,59 | 64.246 | 95.789,55 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.272 | -13,17 | 384 | -13,12 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 6.970 | -0,09 | 2.107 | -0,05 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 2.257 | -0,88 | 682 | -2,30 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32.604 | -5,86 | 9.855 | -12,07 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2.454 | -9,21 | 742 | -9,19 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.062 | -1,25 | 623 | -1,11 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.340 | -0,55 | 707 | -0,56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4.687 | -2,09 | 1.417 | -2,07 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46.823 | -8,23 | 14.152 | -8,18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1.487 | -21,20 | 449 | -21,23 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 1.975 | -4,45 | 597 | -4,33 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1.590 | -0,31 | 481 | -0,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | -20,89 | 220 | -26,01 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | -5,57 | 262 | -5,43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 435 | -14,71 | 131 | -14,94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 7.035 | -3,76 | 2.126 | -3,71 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 254 | -18,85 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.250 | -3,10 | 378 | -3,08 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.970 | -11,76 | 898 | -11,80 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69.015 | -0,35 | 20.860 | -0,31 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14.118 | -7,57 | 4.267 | -7,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79.726 | -2,62 | 24.097 | -2,57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1.630 | -1,45 | 493 | -1,40 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.609 | -0,69 | 3.207 | -0,65 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18.694 | -4,13 | 5.650 | -4,07 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.939 | -50,64 | 888 | -50,61 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | -16,88 | 58 | -15,94 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.688 | -0,19 | 812 | -0,12 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.536 | -2,24 | 1.371 | -2,21 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 29.248 | -0,04 | 8.840 | 0,01 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.671 | -0,08 | 1.114 | 0,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32.927 | -3,05 | 9.952 | -3,01 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.238 | -1,67 | 676 | -1,60 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 4.117 | -0,05 | 1.244 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1.176 | -2,33 | 355 | -2,20 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 1.474 | -33,72 | 446 | -33,68 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32.109 | -5,34 | 10.851 | 5,88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4.293 | -0,95 | 1.298 | -0,92 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35 | -75,86 | 11 | -76,74 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4.413 | -16,09 | 1.334 | -16,06 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1.051 | -1,59 | 318 | -1,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47.883 | -2,39 | 14.473 | -2,35 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | -85,26 | 4 | -85,71 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 758 | -18,93 | 229 | -18,79 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 64.479 | -0,28 | 19.489 | -0,24 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.025 | -0,97 | 310 | -0,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50.527 | -0,97 | 15.272 | -0,93 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.832 | -12,35 | 856 | -12,40 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 4.174 | -3,47 | 1.262 | -3,45 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -50,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.803 | -14,67 | 545 | -14,73 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4.102 | -1,30 | 1.240 | -1,27 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | -9,42 | 250 | -9,09 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1.427 | -2,73 | 431 | -2,71 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2.244 | -92,52 | 678 | -92,51 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3.881 | -16,05 | 1.173 | -15,97 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10.612 | -3,32 | 3.208 | -3,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 214 | -38,68 | 65 | -39,05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.268 | -0,73 | 988 | -0,70 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15.423 | -0,18 | 4.662 | -0,13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18.569 | -21,53 | 5.612 | -21,50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32.815 | -10,10 | 9.918 | -10,06 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.238 | -0,28 | 979 | -0,20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.438.257 | -17,74 | 2.550.463 | -17,70 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | -0,33 | 272 | -0,37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1.997 | -66,03 | 604 | -66,03 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 165 | -45,72 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 21.547 | -4,70 | 7.285 | 1,85 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1.233 | -70,96 | 373 | -70,98 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12.293 | -31,33 | 3.716 | -31,31 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | -2,28 | 233 | -2,10 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5.529 | -12,60 | 1.671 | -12,56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10.488 | -0,34 | 3.170 | -0,31 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44.441 | -7,26 | 13.432 | -7,22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14.876 | -1,79 | 4.496 | -1,75 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 4.379 | -1,57 | 1.324 | -1,64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2.811 | -5,86 | 850 | -5,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8.816 | -4,13 | 2.665 | -4,10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131.049 | -1,54 | 39.579 | -1,49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 19.197 | -1,72 | 5.802 | -1,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41.002 | -5,27 | 12.393 | -5,22 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2.024 | -0,49 | 612 | -0,49 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2.272 | -5,25 | 687 | -5,25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | -14,29 | 2 | -50,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 491 | -1,60 | 148 | 0,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5.366 | -1,29 | 1.622 | -1,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 940 | -44,44 | 286 | -44,03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11.290 | -0,32 | 3.412 | -0,26 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 999 | -19,57 | 302 | -19,73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21.262 | -0,93 | 6.423 | -0,93 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 10.608 | -3,27 | 3.206 | -3,23 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7.670 | -2,42 | 2.318 | -2,36 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7.314 | -1,48 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | -82,71 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8.878 | -1,22 | 2.683 | -1,18 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | -11,11 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1.271 | -1,85 | 384 | -1,79 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | -34,76 | 267 | -34,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77.540 | -22,81 | 23.829 | -25,33 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54.229 | -4,28 | 16.391 | -4,24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 6.564 | -6,40 | 2.022 | -9,25 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 12 | -42,86 | 4 | -50,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | -3,05 | 259 | -3,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1.277 | -3,11 | 386 | -3,27 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23.702 | -1,23 | 7.164 | -1,19 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9.444 | -4,66 | 2.854 | -4,61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | -0,39 | 230 | -0,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.052 | -3,98 | 620 | -3,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.678 | -8,71 | 507 | -8,65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | -18,87 | 213 | -17,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.205 | -0,80 | 969 | -0,82 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23.495 | -3,03 | 7.101 | -2,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2.187 | -1,17 | 661 | -1,05 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34.802 | -1,25 | 10.519 | -1,21 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1.864 | -1,27 | 563 | -1,23 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75.478 | -2,24 | 22.813 | -2,19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.180 | -1,67 | 357 | -1,66 | ||||
| 2026-04-15 | 13F | City Holding Co | 4.134 | -1,55 | 1.249 | -1,50 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29.838 | -0,60 | 9.019 | -0,55 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3.812 | -1,12 | 1.152 | -1,03 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | -12,29 | 298 | -12,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.611 | -37,85 | 487 | -37,93 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.329 | -93,67 | 1.308 | -93,58 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.772 | -7,09 | 1.140 | -7,01 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 103.182 | -11,48 | 31.187 | -11,43 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3.590 | -3,03 | 1.091 | -2,94 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14.463 | -3,37 | 4.371 | -3,32 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40.543 | -0,24 | 12.254 | -0,19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17.662 | -41,63 | 5.338 | -41,61 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3.439 | -4,31 | 1.039 | -9,89 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 776 | -0,26 | 235 | -0,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 4.062 | -0,47 | 1.228 | -0,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 542 | -1,09 | 164 | -1,21 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9.431 | -3,29 | 2.850 | -3,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.228 | -18,89 | 395 | -13,38 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1.713 | -1,72 | 518 | -1,71 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2.986 | -1,45 | 902 | -3,84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25.547 | -4,24 | 7.721 | -4,19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 762 | -21,69 | 230 | -21,50 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.441 | -2,36 | 1.040 | -2,26 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8.708 | -1,58 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.928 | -9,53 | 1.187 | -9,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.367 | -34,67 | 715 | -34,64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 428 | -10,46 | 129 | -10,42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28.015 | -3,95 | 8.468 | -3,90 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 193 | -76,20 | 58 | -76,33 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6.780 | -9,53 | 2.050 | -9,46 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 19.773 | -37,56 | 5.976 | -37,53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.585 | -7,00 | 1.084 | -6,96 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.287 | -34,70 | 389 | -34,79 | ||||
| 2026-05-11 | 13F | United Bank | 2.770 | -35,45 | 837 | -35,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 123 | -38,50 | 37 | -38,33 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2.730 | -34,50 | 825 | -34,47 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14.297 | -0,27 | 4.321 | -0,21 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3.299 | -3,26 | 997 | -3,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2.625 | -5,06 | 793 | -5,03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.974 | -0,97 | 899 | -0,88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4.792 | -12,52 | 1.448 | -12,45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23.699 | -78,40 | 23.659 | -28,61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 2.983 | -2,39 | 902 | -2,38 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.334 | -2,43 | 2.222 | -2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.949 | -22,60 | 891 | -22,59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1.707 | -1,61 | 516 | -4,81 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 684 | -9,40 | 207 | -9,65 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 12.529 | -11,21 | 3.787 | -11,19 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2.871 | -13,39 | 868 | -13,39 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 14.573 | -1,19 | 4.405 | -1,14 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.216 | -1,82 | 670 | -1,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243.275 | -2,28 | 70.450 | -6,33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3.124 | -28,79 | 944 | -28,75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.456 | -51,42 | 2.556 | -51,41 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5.084 | -2,70 | 1.537 | -2,66 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6.095 | -0,02 | 1.842 | 0,05 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.700 | -6,80 | 816 | 16,43 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1.799 | -14,41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9.041 | -4,34 | 2.733 | -4,31 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3.283 | -0,58 | 992 | -0,50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | -94,90 | 245 | -94,91 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 726 | -29,72 | 219 | -29,81 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1.170 | -6,40 | 354 | -6,37 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 26.040 | -14,68 | 7.870 | -14,64 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | -26,74 | 124 | -26,63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.741 | -0,40 | 526 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4.535 | -6,09 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1.011 | -28,35 | 306 | -28,40 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13.396 | -0,51 | 4.049 | -0,47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6.093 | -21,71 | 1.842 | -21,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477.172 | -7,35 | 144.225 | -7,31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | -21,24 | 204 | -21,32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15.374 | -3,55 | 4.645 | -2,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | -38,59 | 45 | -38,89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1.247 | -8,51 | 377 | -8,52 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3.512 | -26,85 | 1.061 | -26,83 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7.351 | -0,26 | 2.222 | -0,22 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | -10,10 | 293 | -9,85 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | -0,44 | 274 | -0,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10.800 | -16,28 | 3.264 | -16,24 | |||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 31.032 | -2,29 | 9.379 | -2,24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.251 | -27,06 | 378 | -27,03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117.712 | -2,67 | 35.579 | -2,63 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | -79,44 | 7 | -81,25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | -12,45 | 198 | -12,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.144 | -9,85 | 346 | -9,92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87.308 | -13,07 | 26.389 | -13,03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1.767 | -25,41 | 534 | -25,31 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.130 | -1,96 | 2.760 | -1,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31.479 | -0,55 | 9.515 | -0,51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273.378 | -19,00 | 82.632 | -18,95 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.113 | -0,70 | 638 | 0,79 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 198 | -72,91 | 60 | -73,18 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3.419 | -2,70 | 1.033 | -2,64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4.479 | -3,47 | 1.354 | -3,43 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1.071 | -1,20 | 324 | -1,22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 216 | -6,09 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.268 | -0,83 | 686 | -0,72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9.883 | -0,41 | 2.987 | -0,37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.607 | -6,55 | 2.904 | -6,51 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | -0,28 | 218 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 327.717 | -11,88 | 99.053 | -11,84 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 75.038 | -36,64 | 22.680 | -36,61 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11.304 | -3,69 | 3.417 | -3,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 837.597 | -6,64 | 253.164 | -6,59 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 17.605 | -1,39 | 5.321 | -1,34 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.367 | -14,30 | 4.342 | -14,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.119 | -39,77 | 640 | -38,81 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 8.419 | -3,74 | 2.545 | -3,71 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39.576 | -1,81 | 11.962 | -1,77 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 827 | -5,81 | 250 | -5,66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 31.418 | -1,36 | 9.496 | -1,31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4.197 | -0,87 | 1.269 | -0,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5.072 | -1,55 | 1.533 | -1,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93.386 | -31,12 | 28.226 | -31,09 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 6.159 | -3,08 | 1.862 | -21,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 183 | -8,04 | 55 | -6,78 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58.988 | -0,60 | 17.829 | -0,56 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3.680 | -87,43 | 1.112 | -93,94 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23.679 | -0,71 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2.222 | -14,08 | 672 | -14,08 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144.537 | -2,19 | 43.686 | -2,15 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 956 | -99,67 | 289 | 0,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 673 | -5,34 | 207 | -5,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 810 | -10,69 | 245 | -10,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 293.554 | -1,38 | 88.726 | -1,33 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1.710 | -26,07 | 517 | -26,07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661.433 | -1,04 | 199.918 | -0,99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.067 | -11,59 | 625 | -11,61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2.752 | -57,18 | 832 | -57,43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5.570 | -0,11 | 1.684 | -0,06 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.873 | -0,05 | 1 | 0,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1.957 | -8,81 | 656 | 1,08 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2.453 | -1,41 | 741 | -1,33 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.360 | -2,44 | 713 | -2,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74.674 | -0,93 | 22.570 | -0,88 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2.641 | -0,68 | 798 | -0,62 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 6.755 | -1,07 | 2.042 | -1,02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23.017 | -16,49 | 6.957 | -16,44 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14.554 | -13,95 | 4.215 | -17,52 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 22.683 | -0,04 | 6.856 | 0,00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 50 | -9,09 | 15 | -6,25 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7.524 | -3,30 | 2.274 | -3,23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30.810 | -0,56 | 9.312 | -0,51 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 745 | -46,09 | 225 | -46,04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.091 | -2,85 | 372 | 3,63 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.766 | -3,19 | 1.138 | -3,15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.914 | -2,64 | 1.183 | -4,21 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 50.935 | -3,86 | 15.395 | -3,81 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7.618 | -1,78 | 2.303 | -1,75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5.389 | -0,07 | 1.629 | -0,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31.452 | -0,50 | 9.506 | -0,45 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1.481 | -22,62 | 448 | -22,66 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5.927 | -18,24 | 1.791 | -17,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.855 | -15,14 | 1.770 | -15,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 898.982 | -1,19 | 271.717 | -1,15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 848 | -67,25 | 256 | -67,26 | ||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2.753 | -22,21 | 832 | 0,24 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.332 | -54,86 | 403 | -54,88 |
