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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 76.591 | -1,20 | 8.663 | -9,34 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 5.363 | -5,63 | 607 | -13,43 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 44.858 | -0,51 | 5.074 | -8,71 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.107.688 | -0,55 | 125.291 | -8,74 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 42.219 | -45,05 | 4.775 | -49,99 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9.592 | -35,58 | 1.085 | -40,93 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 194.676 | -2,01 | 22.020 | -10,09 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1.830 | -86,39 | 207 | -87,57 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 17.563 | -5,15 | 1.987 | -12,97 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3.565.694 | -2,72 | 403.312 | -10,74 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 42.106 | -14,69 | 4.763 | -21,72 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 1.981 | -0,90 | 224 | -8,94 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 28.485 | -1,18 | 3.222 | -9,32 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 2.126 | -3,41 | 240 | -11,44 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 331.826 | -0,93 | 37.533 | -9,09 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 15.857 | -2,14 | 1.794 | -10,22 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 3.289 | -0,72 | 372 | -8,82 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 4.878 | -1,05 | 552 | -9,23 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 308.124 | -2,74 | 34.852 | -10,75 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31.769 | -1,30 | 3.593 | -9,43 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 160 | -55,56 | 18 | -59,09 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4.634 | -3,16 | 524 | -11,04 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4.188 | -7,32 | 474 | -15,08 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.545 | -5,39 | 175 | -13,43 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 2.380 | -22,32 | 269 | -28,65 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.471 | -94,22 | 279 | -98,99 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43.169 | -34,02 | 4.883 | -39,46 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 156.870 | -0,49 | 17.744 | -8,69 | ||||
| 2026-04-22 | 13F | Vicus Capital | 4.861 | -18,54 | 550 | -25,31 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 9.706 | -0,02 | 1.098 | -8,28 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 28.719 | -81,50 | 3.248 | -83,02 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 9.716 | -0,59 | 1.099 | -8,80 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12.052 | -12,38 | 1.363 | -19,59 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 6.543 | -7,62 | 740 | -15,23 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7.884 | -10,18 | 947 | -12,57 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 576.341 | -38,61 | 65.190 | -43,67 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.887 | -9,47 | 602 | -7,53 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 7.012 | -2,09 | 793 | -10,09 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 154.027 | -1,22 | 17.422 | -9,36 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 1.787 | -20,96 | 202 | -27,34 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3.162 | -13,75 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 23.503 | -3,78 | 2.658 | -11,69 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 106.404 | -0,39 | 12.035 | -8,60 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 8.113 | -7,62 | 918 | -15,25 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3.818 | -28,08 | 432 | -34,10 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 283.172 | -2,32 | 32.030 | -10,36 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 50.836 | -3,86 | 5.750 | -11,77 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 24.246 | -1,79 | 2.989 | 0,27 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3.713 | -8,05 | 420 | -15,69 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.718 | -20,06 | 194 | -26,52 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 19.040 | -1,53 | 2.154 | -9,65 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 17.172 | -7,37 | 2.117 | -5,41 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 112.722 | -0,43 | 12.750 | -8,64 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 26.666 | -13,74 | 3.016 | -20,84 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.167 | -0,09 | 245 | -8,24 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 23.761 | -6,86 | 2.688 | -14,54 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4.191 | -2,33 | 474 | -10,23 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 6.726 | -0,62 | 761 | -8,87 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 77.078 | -0,62 | 8.718 | -8,81 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 7.197 | -10,52 | 814 | -17,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 81.105 | -0,01 | 9.174 | -8,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10.096 | -3,85 | 1.142 | -11,82 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 18.589 | -76,78 | 2.103 | -78,70 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 181.999 | -4,18 | 20.586 | -12,07 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 11.944 | -11,28 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 13.463 | -0,62 | 1.523 | -8,81 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 16.494 | -8,70 | 1.866 | -16,22 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 2.302 | -1,03 | 260 | -9,09 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 23.088 | -4,69 | 2.611 | -12,53 | ||||
| 2026-05-13 | 13F | Bank OZK | 4.268 | -0,26 | 483 | -8,54 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 35.457 | -1,79 | 4.011 | -9,87 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 33.053 | -0,70 | 3.739 | -8,87 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11.717 | -1,41 | 1.325 | -9,49 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 31.193 | -1,98 | 3.528 | -10,05 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 11.595 | -4,78 | 1.312 | -12,60 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 42.400 | -46,33 | 4.796 | -51,20 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 8.953 | -4,37 | 1.013 | -12,23 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 25.504 | -1,11 | 2.885 | -9,25 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4.700 | -4,90 | 579 | -2,85 | ||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1.900 | -5,00 | 215 | -13,01 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 3.751 | -2,14 | 424 | -10,17 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 471.760 | -0,14 | 53.361 | -8,36 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 230.137 | -1,87 | 26.031 | -9,96 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2.637 | -26,85 | 298 | -32,88 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7.212 | -4,30 | 816 | -12,18 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 34.223 | -2,57 | 3.871 | -10,60 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7.738 | -7,15 | 875 | -14,80 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 1.832 | -0,87 | 207 | -8,81 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 75.101 | -5,15 | 8.495 | -10,22 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 87.400 | -0,71 | 9.886 | -8,89 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 7.668 | -49,08 | 867 | -53,29 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 13.105 | -27,27 | 1.482 | -33,27 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 917 | -12,25 | 104 | -19,53 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 6.674 | -19,17 | 755 | -25,86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 43.401 | -1,54 | 4.909 | -9,64 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 20.229 | -8,45 | 2.288 | -15,98 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3.883 | -56,82 | 439 | -60,38 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 44.147 | -13,28 | 4.993 | -20,43 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 8.657 | -1,93 | 979 | -10,02 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1.102 | -87,94 | 125 | -88,99 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19.182 | -7,40 | 2.170 | -15,04 | ||||
| 2026-05-13 | 13F | Invst, LLC | 123.530 | -1,48 | 13.972 | -9,59 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 79.375 | -1,38 | 8.978 | -9,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.965.703 | -3,59 | 222.442 | -11,52 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4.172 | -16,09 | 472 | -23,04 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 314.676 | -0,97 | 37.490 | -4,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10.260 | -3,59 | 1.161 | -13,17 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 10.336 | -0,05 | 1.169 | -8,24 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 5.662 | -1,74 | 640 | -9,86 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 9.321 | -7,79 | 1.054 | -15,34 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 13.789 | -0,36 | 1.560 | -8,56 | ||||
| 2026-04-29 | 13F | Renasant Bank | 13.302 | -36,95 | 1.505 | -42,15 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 214 | -17,05 | 24 | -22,58 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 2.908 | -43,63 | 329 | -48,35 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 3.003 | -1,22 | 340 | -9,36 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 7.846 | -13,17 | 887 | -20,31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 227.585 | -1,17 | 25.742 | -9,30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 58.348 | -0,76 | 6.600 | -8,94 | ||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5.085 | -0,33 | 575 | -8,44 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 17.565 | -5,93 | 1.987 | -13,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 4.999 | -2,23 | 565 | -10,32 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 19.006 | -0,78 | 2.150 | -8,98 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 3.224 | -0,77 | 365 | -9,00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 15.995 | -4,81 | 1.972 | -2,81 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2.995 | -89,52 | 339 | -90,41 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 52.098 | -2,19 | 5.893 | -10,25 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1.955 | -3,55 | 221 | -11,24 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 36.406 | -1,18 | 4.118 | -9,34 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 3.008 | -4,17 | 340 | -11,92 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5.166 | -2,21 | 584 | -10,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 353.931 | -8,12 | 40.033 | -15,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 100.400 | -0,79 | 11.356 | -8,96 | |||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 6.890 | -8,55 | 779 | -16,06 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 17.200 | -80,80 | 1.945 | -82,39 | |||
| 2026-05-12 | 13F | Clark Wealth Partners | 6.183 | -2,40 | 699 | -10,38 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 25.239 | -0,01 | 2.855 | -8,26 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 2.649 | -54,30 | 300 | -58,12 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.552 | -0,16 | 315 | 1,95 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 18.245 | -0,35 | 2.064 | -8,55 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 255.627 | -2,17 | 28.914 | -10,22 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 123.717 | -2,56 | 13.994 | -10,59 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 1.677 | -11,55 | 190 | -18,88 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.517 | -16,58 | 511 | -23,54 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 113.394 | -8,50 | 12.826 | -16,04 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 566.951 | -0,60 | 64.128 | -8,78 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17.714 | -75,27 | 2.004 | -77,31 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 329.626 | -1,60 | 37.284 | -9,70 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 598.490 | -2,31 | 68.623 | -9,47 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25.277 | -15,70 | 2.859 | -22,65 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 3.243 | -0,86 | 367 | -9,18 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 9.291 | -0,27 | 1.051 | -8,54 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16.227 | -2,53 | 1.835 | -10,58 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 11.765 | -0,76 | 1.331 | -8,97 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 16.917 | -0,35 | 1.914 | -8,56 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 115.290 | -0,09 | 13.040 | -8,31 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 31.636 | -1,97 | 3.578 | -10,03 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6.018 | -1,47 | 681 | -9,57 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 9.588 | -9,10 | 1.084 | -16,62 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 2.850 | -5,00 | 322 | -12,74 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.703 | -1,39 | 306 | -9,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15.688 | -3,52 | 2 | -50,00 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 67.254 | -6,17 | 7.607 | -13,89 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 28.034 | -7,66 | 3.171 | -15,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 30.213 | -7,06 | 3.417 | -14,70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.903 | -3,75 | 3.722 | -11,68 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28.825 | -1,17 | 3.260 | -9,32 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 153.137 | -0,24 | 17.321 | -8,45 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 85.326 | -1,37 | 9.651 | -9,52 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 50.761 | -3,62 | 5.742 | 95.583,33 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3.642 | -1,09 | 412 | -9,27 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3.927 | -3,23 | 444 | -11,20 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 9.212 | -9,88 | 1.042 | -17,30 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | MWA Asset Management | 4.290 | -2,81 | 485 | -10,85 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 4.209 | -0,47 | 476 | -8,64 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17.554 | -30,74 | 1.986 | -36,44 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 3.118 | -11,95 | 353 | -19,27 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 11.847 | -0,85 | 1.340 | -8,97 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 896.757 | -5,88 | 110.534 | -3,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 275.902 | -0,01 | 31.207 | -8,24 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 24.823 | -11,08 | 2.807 | 93.433,33 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 221.923 | -11,71 | 25.102 | -18,98 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 265.827 | -2,66 | 30.068 | -10,67 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 73.070 | -61,52 | 8.265 | -64,69 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 4.325 | -16,39 | 489 | -23,23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 26.776 | -23,44 | 3.029 | -29,74 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 328 | -7,87 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 111.071 | -0,84 | 13 | -7,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 203.024 | -58,38 | 22.964 | -61,81 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 24.145 | -74,12 | 2.731 | -76,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.819 | -7,09 | 1.224 | -14,77 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 90.387 | -1,14 | 10.224 | -9,28 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4.463 | -2,49 | 505 | -10,64 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 33.068 | -2,71 | 3.740 | -10,72 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10.499 | -50,38 | 1.188 | -54,92 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 29.113 | -0,04 | 3.293 | -8,25 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2.024 | -27,89 | 229 | -33,91 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4.983 | -23,20 | 564 | -29,54 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 30.549 | -6,64 | 3.455 | -14,33 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1.496 | -11,90 | 169 | -19,14 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 167.625 | -2,84 | 21.510 | 1,15 | ||||
| 2026-05-01 | 13F | United Bank | 45.186 | -5,08 | 5.111 | -12,90 | ||||
| 2026-05-08 | 13F | Bokf, Na | 303.712 | -21,64 | 34.353 | -28,09 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 7.324 | -5,98 | 828 | -13,75 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5.846 | -1,43 | 661 | -9,58 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7.119 | -8,11 | 805 | -15,62 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 8.461 | -0,19 | 957 | -8,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6.887 | -12,25 | 779 | -19,54 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 81.811 | -6,81 | 9.254 | -12,69 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 1.944 | -9,71 | 220 | -17,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 410.209 | -2,34 | 46.399 | -11,03 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 35.788 | -1,01 | 4.048 | -9,16 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 6.690 | -8,23 | 757 | -15,81 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 24.588 | -22,44 | 3 | -33,33 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28.210 | -11,75 | 3.191 | -19,04 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7.622 | -6,95 | 862 | -14,57 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2.404 | -4,79 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 21.159 | -24,74 | 2.393 | -30,94 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 11.537 | -0,40 | 1.305 | -8,62 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 120.172 | -1,95 | 13.593 | -10,02 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595.640 | -3,09 | 67.373 | -11,07 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 67.756 | -2,97 | 7.664 | -10,97 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2.567 | -45,28 | 279 | -51,73 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 963.042 | -0,64 | 108.930 | -8,83 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5.140 | -0,50 | 581 | -8,65 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 22.337 | -3,93 | 2.526 | -11,83 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.934 | -4,26 | 1.124 | -12,13 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.448 | -7,93 | 548 | -6,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1.860 | -4,52 | 210 | -12,86 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 9.354 | -4,65 | 1.058 | -12,49 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30.918 | -0,90 | 3.497 | -9,05 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 10.486 | -5,99 | 1.186 | -13,68 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 157 | -90,53 | 18 | -91,67 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 2.161 | -7,69 | 244 | -15,28 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 19.217 | -0,66 | 2.174 | -8,85 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 88.922 | -10,58 | 10.058 | -17,95 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7.697 | -22,35 | 871 | -28,75 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 5.680 | -10,10 | 642 | -17,48 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10.401 | -36,36 | 1.176 | -41,61 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7.564 | -16,12 | 856 | -23,04 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3.851 | -9,41 | 436 | -16,83 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5.417 | -36,29 | 613 | -41,55 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 18.701 | -4,35 | 2.115 | -12,20 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 4.613 | -0,24 | 522 | -8,44 | ||||
| 2026-05-01 | 13F | American Trust | 19.079 | -9,60 | 2.158 | -17,07 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 256 | -93,80 | 29 | -94,49 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 32.254 | -0,87 | 3.648 | -9,03 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 2.028 | -95,52 | 250 | -95,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.394 | -23,56 | 271 | -30,05 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9.551 | -23,12 | 1.080 | -29,46 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7.759 | -11,61 | 878 | -18,95 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 4.338 | -0,18 | 491 | -8,41 | ||||
| 2026-05-11 | 13F | United Bank | 76.206 | -35,10 | 8.620 | -40,45 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3.540 | -1,80 | 400 | -9,91 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.422 | -10,98 | 726 | -18,34 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.414 | -35,93 | 499 | -41,22 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37.826 | -0,42 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18.893 | -3,29 | 2.137 | -11,25 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 13.903 | -12,38 | 1.573 | -19,59 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3.552 | -14,74 | 402 | -21,83 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 29.984 | -1,22 | 3.392 | -9,36 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 845.298 | -6,09 | 95.612 | -13,83 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 116.736 | -2,55 | 13 | -7,14 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8.555 | -3,91 | 968 | -11,85 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 34.145 | -34,26 | 3.759 | -41,28 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.653.783 | -1,21 | 413.279 | -9,35 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.274 | -0,06 | 1.275 | -8,27 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.236.643 | -5,71 | 252.987 | -13,47 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 179.696 | -13,27 | 20.325 | -20,42 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 55.941 | -24,82 | 6.327 | -31,51 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 27.184 | -3,78 | 3.075 | -11,72 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 20.610 | -29,17 | 2.331 | -35,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 516.567 | -1,29 | 58.429 | -9,42 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.576 | -3,74 | 295 | -10,33 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7.152 | -0,10 | 809 | -8,39 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3.478 | -49,90 | 393 | -54,04 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6.410 | -1,10 | 790 | 1,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 20.113 | -1,83 | 2.275 | -9,94 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 22.494 | -0,60 | 2.544 | -8,78 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 53.025 | -54,58 | 5.998 | -58,33 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 97.159 | -6,42 | 10.990 | -14,13 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 354.513 | -1,89 | 40.099 | -9,97 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 325.789 | -6,90 | 36.850 | -14,57 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 30.445 | -2,75 | 3.444 | -10,76 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.374 | -9,39 | 268 | -16,77 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.414 | -10,96 | 160 | -18,46 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 4.350 | -1,47 | 492 | -10,38 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 422.113 | -2,90 | 47.745 | -10,89 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 16.162 | -0,74 | 1.828 | -8,87 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 5.924 | -0,17 | 670 | -8,34 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6.653 | -4,36 | 753 | -12,25 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 18.612 | -2,88 | 2.105 | -10,88 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 7.192 | -13,58 | 813 | -20,68 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 27.829 | -1,44 | 3.148 | -9,57 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 12.827 | -1,82 | 1.451 | -9,94 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 104.975 | -6,12 | 11.412 | -17,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 55.806 | -0,93 | 6.312 | -9,09 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.742 | -22,54 | 197 | -28,88 | ||||
| 2026-05-07 | 13F | First National Trust Co | 10.257 | -2,03 | 1.160 | -10,08 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 9.813 | -1,66 | 1.130 | -8,21 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.086 | -96,41 | 236 | -96,72 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 76 | -15,56 | 9 | -27,27 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 176.208 | -8,52 | 19.931 | -16,05 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 143.743 | -2,26 | 16.259 | -10,31 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 67.590 | -8,70 | 7.645 | -16,22 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 9.734 | -0,92 | 1.101 | -9,01 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 8.123 | -1,68 | 919 | -9,82 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10.355 | -9,46 | 1.171 | -15,14 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 59.574 | -64,65 | 6.738 | -67,56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 80.275 | -0,25 | 9.080 | -8,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 332.587 | -13,96 | 38.118 | -19,99 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 3.335.976 | -8,48 | 377.332 | -16,02 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1.937 | -4,72 | 219 | -12,40 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.890.879 | -10,65 | 440.097 | -18,01 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32.845 | -0,34 | 3.764 | -7,34 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2.366 | -1,05 | 268 | -9,18 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2.950 | -1,63 | 334 | -9,76 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 3.499 | -8,57 | 396 | -16,14 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 11.067 | -3,50 | 1.252 | -11,46 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 26.061 | -2,07 | 2.948 | -10,15 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8.914 | -14,21 | 1.008 | -21,25 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 36.890 | -10,65 | 4.173 | -18,02 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 14.574 | -16,68 | 1.648 | -23,56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6.121 | -4,42 | 692 | -12,29 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 3.323 | -68,09 | 376 | -70,77 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 29.041 | -94,46 | 3.285 | -94,92 | ||||
| 2026-05-15 | 13F | Family Management Corp | 4.750 | -6,02 | 537 | -13,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2.232 | -0,40 | 252 | -8,70 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 283.277 | -10,58 | 32.041 | -17,94 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 41.437 | -5,50 | 4.687 | -13,29 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 6.754 | -3,24 | 764 | -11,28 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2.623 | -1,83 | 297 | -10,03 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2.177 | -26,03 | 246 | -32,04 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 135.861 | -13,03 | 15.367 | -20,19 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5.087 | -1,83 | 575 | -9,87 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11.971 | -0,47 | 1.354 | -8,64 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 27.196 | -23,11 | 3.076 | -29,43 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3.526 | -21,94 | 399 | -28,42 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 14.706 | -7,58 | 1.663 | -15,20 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 10.802 | -0,39 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 5.812 | -36,22 | 657 | -41,50 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 178.395 | -1,06 | 21.989 | 1,02 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 128.326 | -0,28 | 14.515 | -8,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.653.492 | -2,56 | 187.026 | -10,59 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 2.798 | -5,60 | 317 | -13,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 220.703 | -0,43 | 24.964 | -8,63 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 239 | -98,64 | 27 | -98,75 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 20.234 | -8,30 | 2.289 | -15,85 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.694.953 | -0,38 | 304.826 | -8,59 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 8.810 | -2,81 | 997 | -10,83 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 24.597 | -0,17 | 2.782 | -8,40 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 28.678 | -1,20 | 3.244 | -9,34 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.200 | -4,69 | 136 | -12,90 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 4.610 | -1,03 | 522 | -9,23 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 16.389 | -0,50 | 1.854 | -8,72 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 5.527 | -78,74 | 625 | -80,49 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 90.740 | -17,33 | 10.264 | -24,08 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.071 | -12,42 | 2.414 | -18,58 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 137.939 | -1,73 | 15.602 | -9,82 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4.977 | -0,50 | 563 | -8,77 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 31.988 | -0,17 | 3.618 | -8,38 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.978 | -4,51 | 450 | -12,48 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17.062 | -27,91 | 1.929 | -33,85 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 50.567 | -1,88 | 5.720 | -9,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 432.346 | -0,38 | 48.903 | -8,58 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 6.111 | -0,07 | 803 | 6,64 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2.352 | -3,45 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 294.047 | -3,67 | 33.260 | -11,60 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.369 | -13,57 | 169 | -12,04 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 805 | -82,08 | 91 | -83,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.988 | -93,58 | 451 | -94,11 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3.373 | -0,88 | 381 | -9,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22.146 | -1,56 | 2.505 | -9,67 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.341 | -9,26 | 265 | -16,98 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 5.878 | -11,89 | 665 | -19,22 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 46.485 | -0,02 | 5.258 | -8,27 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 17.862 | -0,87 | 2.020 | -9,01 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 118.008 | -7,37 | 13.348 | -15,00 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64.836 | -5,49 | 7.787 | -7,98 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 15.521 | -0,28 | 1.756 | -8,50 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.572 | -79,83 | 404 | -81,49 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 52.649 | -2,69 | 5.955 | -11,86 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 49.504 | -0,75 | 5.599 | -8,91 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 24.728 | -0,26 | 2.797 | -8,48 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 4.700 | -5,05 | 532 | -12,95 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 20.676 | -2,44 | 2.338 | -10,49 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 40.454.780 | -0,63 | 4.397.839 | -12,36 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6.066 | -49,02 | 686 | -53,21 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 335 | -13,66 | 38 | -21,28 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 64 | -8,57 | 7 | -12,50 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 4.659 | -7,91 | 527 | -15,57 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3.364 | -4,32 | 381 | -12,24 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.970 | -1,35 | 223 | -9,76 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 59.697 | -10,59 | 6.752 | -17,96 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 61.341 | -7,19 | 6.938 | -14,83 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5.493 | -9,30 | 621 | -16,76 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2.380 | -0,92 | 269 | -9,12 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 60.442 | -1,30 | 6.837 | -9,43 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Financially Speaking Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 17.077 | -76,92 | 1.932 | -78,83 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 8.185 | -2,96 | 926 | -10,97 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 16.412 | -2,41 | 1.856 | -10,42 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 3.528 | -11,98 | 399 | -19,23 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 7.589 | -2,29 | 858 | -10,34 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 28.559 | -0,77 | 3.230 | -8,94 | ||||
| 2026-04-24 | 13F | Bayban | 2.206 | -3,58 | 250 | -11,70 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 6.412 | -7,77 | 1 | |||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 707.760 | -3,88 | 80.055 | -11,80 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 15.464 | -0,95 | 1.749 | -9,10 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 41.622 | -1,13 | 4.708 | -9,29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 6.088 | -0,39 | 689 | -9,47 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 16.633 | -1,96 | 1.881 | -10,04 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 23.194 | -1,43 | 2.859 | 0,63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10.620 | -0,89 | 1.201 | 120.000,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3.216 | -4,06 | 364 | -12,11 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4.588 | -4,22 | 519 | -12,20 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 233.437 | -9,25 | 26.404 | -16,72 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 13.880 | -21,08 | 1.570 | -28,49 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.503 | -2,99 | 509 | -11,01 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 145.183 | -2,72 | 16.422 | -10,73 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 27.087 | -3,26 | 3.104 | -10,06 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 2.067 | -14,30 | 234 | -21,55 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.696 | -1,38 | 757 | -9,45 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 26.964 | -0,03 | 3.324 | 2,09 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 7.377 | -8,10 | 834 | -15,67 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 23.901 | -8,34 | 3 | -33,33 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 2.600 | -90,85 | 294 | -91,60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5.390.020 | -0,74 | 609.665 | -8,92 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15.506 | -1,90 | 1.754 | -10,01 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 614.290 | -0,84 | 69.482 | -9,00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 39.811 | -1,04 | 4.503 | -9,18 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 13.744 | -0,56 | 1.555 | -8,75 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 31.400 | -25,10 | 3.552 | -31,28 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.658 | -0,41 | 414 | -8,63 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 16.787 | -5,48 | 1.899 | -13,29 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 4.637 | -50,16 | 1.052 | -8,20 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 48.972 | -0,86 | 5.539 | -9,02 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 27.608 | -0,06 | 3.123 | -8,31 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 7.143 | -1,34 | 891 | 0,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 29.843 | -4,86 | 3.376 | -12,70 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9.576 | -3,25 | 1.083 | -11,23 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20.286 | -5,44 | 2.336 | -12,55 | ||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 53.700 | -0,15 | 6.074 | -8,36 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 38.973 | -1,92 | 4.408 | -9,99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 225.227 | -1,76 | 25.475 | -9,85 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 78.441 | -1,56 | 8.872 | -9,67 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 32.534 | -1,62 | 4.010 | 0,45 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.793 | -6,99 | 429 | -14,74 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 4.638 | -0,51 | 525 | -8,71 | ||||
| 2026-04-07 | 13F | Eastern Bank | 28.438 | -18,80 | 3.217 | -25,49 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 39.275 | -34,27 | 4.442 | -39,68 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2.435 | -31,10 | 275 | -36,78 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14.405 | -0,99 | 1.629 | -9,15 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 68.643 | -51,69 | 7.764 | -55,67 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 12.258 | -2,56 | 1.387 | -10,58 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1.258 | -41,30 | 142 | -46,21 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 34.750 | -1,55 | 3.931 | -9,66 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4.227 | -48,54 | 478 | -52,77 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 11.971 | -50,27 | 1.373 | -53,74 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Charter Trust Co | 4.316 | -17,63 | 488 | -24,34 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 33.442 | -1,64 | 3.783 | -9,74 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 117.222 | -6,21 | 14.449 | -6,21 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 33.964 | -9,54 | 3.842 | -16,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12.903 | -1,22 | 1.459 | -9,38 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 29.511 | -0,75 | 3.338 | -8,92 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 33.607 | -0,20 | 3.801 | -8,41 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 255 | -10,53 | 29 | -20,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 6.206 | -8,21 | 702 | -15,73 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 11.391 | -8,26 | 1.288 | -15,82 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 23.641 | -2,96 | 2.674 | -10,93 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 112.723 | -20,42 | 12.750 | -26,97 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 7.124 | -9,49 | 806 | -17,01 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1.840 | -9,80 | 208 | -17,13 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 113.101 | -1,40 | 12.793 | -9,52 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 16.531 | -0,04 | 1.870 | -8,29 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4.800 | -1,30 | 543 | -9,52 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 88.666 | -0,32 | 10.029 | -8,54 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 10.170 | -0,48 | 1.150 | -8,66 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 17.913 | -0,14 | 2.026 | -8,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 158.675 | -6,54 | 17.948 | -14,24 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 372.247 | -0,45 | 42.105 | -8,65 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45.591 | -2,45 | 4.956 | -14,58 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 57.190 | -5,70 | 6.469 | -13,47 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 26.438 | -8,43 | 2.990 | -15,96 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3.124 | -2,89 | 353 | -10,86 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 135 | -10,00 | 15 | -16,67 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 3.426 | -3,98 | 388 | -11,85 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50.692 | -30,17 | 5.734 | -35,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 55.738 | -3,20 | 6.305 | -11,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 32.524 | -4,32 | 3.679 | -12,20 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1.114 | -33,05 | 126 | -38,54 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Berkeley, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 70.185 | -5,08 | 7.630 | -16,28 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 57.040 | -7,25 | 6.452 | -14,89 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 16.390 | -0,07 | 1.854 | -8,31 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 501.583 | -3,26 | 56.734 | -11,23 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 48.590 | -5,75 | 5.496 | -13,52 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 59.991 | -48,82 | 6.786 | -53,04 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6.476 | -0,66 | 732 | -8,84 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81.311 | -22,72 | 10.434 | -19,55 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 5.675 | -82,45 | 642 | -83,92 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 9.256 | -10,14 | 1.047 | -17,57 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 14.494 | -7,37 | 1.639 | -14,99 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8.578.646 | -1,26 | 970.331 | -9,39 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 146.091 | -1,60 | 16.524 | -11,03 | ||||
| 2026-04-30 | 13F | Conning Inc. | 61.779 | -22,87 | 6.988 | -29,23 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 11.534 | -0,11 | 1.305 | -8,36 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 4.565 | -5,55 | 516 | -13,28 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3.927 | -55,86 | 444 | -59,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 343.155 | -26,73 | 38.814 | -32,77 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 66.443 | -1,51 | 7.515 | -9,61 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 265.668 | -5,29 | 30.050 | -13,09 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 212.300 | -0,18 | 24.013 | -8,40 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18.422 | -5,37 | 2.084 | -13,17 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 2.435 | -47,35 | 275 | -51,75 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 29.691 | -1,46 | 3.358 | -9,56 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 13.750 | -7,09 | 1.555 | -14,75 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15.450 | -5,98 | 1.748 | -13,73 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30.324 | -9,75 | 3.430 | -17,19 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 3.043 | -8,21 | 344 | -15,69 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 52.198 | -4,29 | 5.904 | -12,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 257.450 | -51,51 | 29.120 | -55,50 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 9.314 | -0,31 | 1.053 | -8,51 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 936 | -1,16 | 106 | -9,48 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 14.615 | -36,59 | 1.653 | -41,80 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 27.960 | -4,84 | 3.163 | -12,68 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9.099 | -74,67 | 1.029 | -76,76 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 91.318 | -2,59 | 10.329 | -10,61 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 51.825 | -1,37 | 5.862 | -9,50 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 21.823 | -3,39 | 2.468 | -11,35 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 567 | -1,56 | 64 | -9,86 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 2.342 | -28,51 | 265 | -34,49 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 87.577 | -0,78 | 9.906 | -8,95 | ||||
| 2026-04-15 | 13F | City Holding Co | 7.415 | -5,70 | 839 | -13,52 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 5.146 | -94,52 | 582 | -94,97 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 53.321 | -7,47 | 6.031 | -15,08 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 36.994 | -35,46 | 4.806 | -32,84 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.136 | -4,70 | 468 | -12,55 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 66.513 | -0,58 | 7.523 | -8,76 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 12.369 | -4,99 | 1.399 | -12,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72.481 | -1,99 | 8.198 | -10,06 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 4.872 | -3,94 | 551 | -11,84 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10.201 | -2,16 | 1.154 | -10,27 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 38.615 | -49,82 | 4.368 | -53,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 350.382 | -15,99 | 39.632 | -22,90 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8.919 | -4,69 | 1.009 | -12,58 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13.751 | -4,12 | 1.555 | -12,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25.594 | -0,99 | 2.895 | -9,17 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 186 | -88,48 | 23 | -88,66 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.856 | -19,51 | 231 | -18,95 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 22.440 | -3,03 | 3.047 | 8,59 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32.393 | -2,58 | 3.664 | -10,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14.654 | -0,95 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.558 | -18,92 | 289 | -25,52 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7.986 | -9,53 | 903 | -17,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.745 | -0,47 | 310 | -8,55 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 86.772 | -11,07 | 9.815 | -18,39 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 207.466 | -4,10 | 23.466 | -12,00 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 11.903 | -24,80 | 1.346 | -30,97 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 33.549 | -8,37 | 3.795 | -15,91 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 5.092 | -20,00 | 576 | -26,66 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19.670 | -0,15 | 2.225 | -8,40 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 7.982 | -2,03 | 903 | -10,16 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 6.766 | -53,42 | 765 | -57,26 | ||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 38.500 | -4,96 | 4.355 | -13,53 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 98.028 | -1,00 | 11.088 | -9,15 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 81.397 | -0,46 | 9.207 | -8,66 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 502.832 | -20,21 | 56.875 | -26,78 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 104.126 | -0,59 | 11.778 | -9,16 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.287 | -0,75 | 372 | -9,07 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 12.626 | -1,24 | 1.428 | -9,33 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 40.270 | -71,64 | 4.555 | -74,17 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 71.882 | -10,98 | 8.131 | -18,31 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 15.593 | -15,70 | 1.764 | -21,36 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 6.175 | -0,71 | 698 | -8,88 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 593.468 | -0,84 | 67.127 | -9,00 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.762 | -5,29 | 426 | -13,09 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 11.693 | -4,98 | 1.323 | -12,80 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2.105 | -3,66 | 238 | -11,52 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2.319 | -41,65 | 262 | -46,42 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 147.235 | -10,57 | 16.654 | -17,93 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 31.532 | -68,17 | 2.663 | -78,20 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 15.572 | -44,65 | 1.761 | -49,21 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 385 | -53,89 | 44 | -57,84 | ||||
| 2026-05-13 | 13F | Barr E S & Co | 2.620 | -6,03 | 296 | -13,70 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 25.288 | -5,06 | 2.860 | -12,88 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 225.632 | -18,24 | 25.521 | -24,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 239.108 | -1,41 | 27.046 | -9,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 166.649 | -6,73 | 18.850 | -14,42 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 2.169 | -0,69 | 245 | -8,92 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 18.549 | -0,54 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 636.384 | -3,13 | 71.981 | -11,10 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 12.833 | -54,20 | 1.452 | -57,98 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 1.805 | -0,06 | 204 | -8,11 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bedminster, LLC | 5.757 | -25,58 | 651 | -31,69 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 31.546 | -0,02 | 3.568 | -9,12 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 5.025 | -0,20 | 568 | -8,39 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 49.984 | -0,26 | 5.654 | -8,47 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 4.043 | -3,58 | 457 | -11,43 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14.322 | -54,46 | 2 | -66,67 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 47.143 | -4,45 | 5.332 | -12,95 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35.738 | -53,63 | 4 | -55,56 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 67.388 | -0,68 | 7.622 | -8,85 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 23.913 | -10,19 | 2.705 | -17,59 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 20.500 | -3,21 | 2.319 | -11,19 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 37.556 | -12,62 | 4.216 | -20,41 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 3.914.423 | -3,36 | 442.760 | -11,32 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 27.908 | -1,73 | 3.157 | -9,83 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1.888 | -1,72 | 214 | -9,75 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 76.938 | -13,38 | 8.702 | -20,52 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 271.722 | -0,66 | 30.734 | -8,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 388.544 | -5,92 | 43.948 | -13,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.214 | -23,16 | 137 | -29,38 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 7.819 | -70,43 | 884 | -72,87 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 38.201 | -1,21 | 4.321 | -9,36 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 3.309 | -1,69 | 374 | -9,66 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 40.790 | -2,83 | 4.614 | -10,84 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -99,98 | 2 | -99,99 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5.984 | -4,77 | 677 | -12,66 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 14.085 | -0,01 | 1.593 | -8,24 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 9.390 | -0,63 | 1.062 | -8,76 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 27.280 | -3,01 | 3.086 | -11,02 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 48.316 | -1,17 | 5.465 | -9,33 | ||||
| 2026-05-14 | 13F | Prudential Plc | 5.600 | -68,18 | 633 | -70,82 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 3.739 | -3,46 | 423 | -11,53 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 6.127 | -1,62 | 693 | -9,65 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.530 | -9,62 | 547 | -12,50 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 17.343 | -1,47 | 1.962 | -9,59 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 8.692 | -23,20 | 1.072 | -23,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.145 | -3,90 | 243 | -12,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 5.072 | -8,89 | 689 | 0,29 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.612 | -5,90 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 12.361 | -1,14 | 1.398 | -9,28 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6.371 | -2,60 | 721 | -10,67 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7.633 | -13,25 | 941 | -11,49 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 168.957 | -1,54 | 19.111 | -9,65 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 6.654 | -4,74 | 753 | -12,66 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 3.330 | -1,45 | 377 | -9,62 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6.362 | -3,52 | 720 | -11,45 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12.130 | -15,66 | 1.372 | -22,57 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6.785 | -3,94 | 767 | -11,84 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 25.530 | -0,39 | 2.888 | -8,61 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 485 | -40,49 | 55 | -46,00 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 83.950 | -65,22 | 10.348 | -64,49 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4.426 | -1,78 | 501 | -9,91 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21.352 | -0,33 | 2.415 | -8,52 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 17.632 | -0,06 | 1.994 | -8,28 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 279.672 | -6,63 | 31.634 | -14,32 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 7.798 | -5,24 | 882 | -13,02 | ||||
| 2026-04-29 | 13F | Burney Co/ | 2.714 | -39,23 | 307 | -44,18 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 49 | -86,00 | 6 | -16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 48.017 | -4,06 | 5.431 | -11,96 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 2.342 | -52,73 | 265 | -56,72 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 90.641 | -74,13 | 10.252 | -76,26 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6.714 | -75,07 | 800 | -75,88 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5.610 | -2,01 | 635 | -10,07 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.296 | -2,96 | 260 | -11,00 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.810 | -7,50 | 544 | -15,00 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2.886 | -25,96 | 326 | -32,08 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 25.906 | -6,51 | 2.930 | -14,20 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 184.580 | -1,22 | 22.751 | 0,86 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 743 | -2,37 | 84 | -9,68 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 261.997 | -1,50 | 29.635 | -9,61 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 16.890 | -1,37 | 1.910 | -9,48 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 26.557 | -54,47 | 3.004 | -58,22 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12.082 | -7,68 | 1.658 | 11,05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13.246 | -13,93 | 1.710 | -10,05 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 3.627 | -2,53 | 410 | -10,48 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 17.969 | -17,03 | 2.033 | -23,87 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2.323 | -25,64 | 263 | -31,95 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 6.269 | -74,34 | 709 | -76,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 8.574 | -45,14 | 970 | -49,69 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 41.085 | -3,70 | 4.647 | -11,62 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 2.149 | -2,01 | 243 | -10,00 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3.509 | -2,45 | 397 | -10,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3.800 | -86,90 | 430 | -88,00 | |||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 11.292 | -0,23 | 1.277 | -8,46 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 44.478 | -0,67 | 5.482 | 1,42 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 28.400 | -24,87 | 3.212 | -31,06 | |||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 117.897 | -0,78 | 13.335 | -8,95 | ||||
| 2026-04-23 | 13F | Simmons Bank | 12.956 | -2,20 | 1.465 | -10,23 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 40.276 | -9,14 | 5 | -20,00 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2.177 | -32,18 | 246 | -37,72 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 11.576 | -34,69 | 1.309 | -40,09 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7.929 | -2,90 | 897 | -10,93 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 92.901 | -2,50 | 10.508 | -10,52 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 11.261 | -1,49 | 1.297 | -9,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2.082 | -6,89 | 235 | -14,55 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 42.868 | -16,22 | 4.849 | -23,13 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 5.872 | -1,36 | 664 | -9,41 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2.960 | -6,36 | 335 | -14,14 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 20.142 | -0,60 | 2.278 | -8,77 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 44.172 | -1,83 | 4.996 | -9,90 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15.685 | -0,73 | 1.774 | -8,89 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 4.816 | -1,85 | 545 | -9,93 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 104.606 | -2,33 | 11.833 | -10,37 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.232 | -0,31 | 366 | -8,52 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50.586 | -3,75 | 5.722 | -11,69 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | ARS Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 46.354 | -3,70 | 5.243 | -11,63 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 288.548 | -6,89 | 32.638 | -14,56 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 774 | -7,64 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10.774 | -12,41 | 1.367 | -9,89 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2.360 | -5,18 | 267 | -13,07 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 187.266 | -0,44 | 21.188 | -8,64 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 85.215 | -2,37 | 9.639 | -10,41 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 1.800 | -35,71 | 204 | -41,16 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 196.133 | -1,76 | 22.185 | -9,85 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 21.020 | -14,47 | 2.378 | -21,53 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.029 | -4,92 | 2.152 | -12,73 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 47.411 | -1,80 | 5.363 | -9,90 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 592.856 | -27,36 | 67.947 | -32,46 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 13.822 | -0,23 | 1.563 | -8,44 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 22.097 | -2,75 | 2.499 | -10,75 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 60.851 | -2,78 | 6.883 | -10,79 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2.709 | -8,23 | 306 | -15,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | -96,62 | 2 | -97,37 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 9.255 | -1,43 | 1.047 | -9,59 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.838 | -2,97 | 547 | -10,91 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 13.906 | -0,40 | 1.573 | -8,60 | ||||
| 2026-05-06 | 13F | Anb Bank | 2.088 | -3,20 | 236 | -10,94 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 4.200 | -4,55 | 475 | -12,36 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 15.632 | -5,39 | 1.768 | -13,16 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 39.887 | -80,39 | 4.512 | -82,01 | ||||
| 2026-05-15 | 13F | FIL Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4.005 | -13,41 | 453 | -20,53 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 217.868 | -6,01 | 24.643 | -13,75 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 23.202 | -2,72 | 2.860 | -0,69 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 8.364 | -18,81 | 1.009 | -21,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 6.697 | -0,48 | 757 | -8,69 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 79.408 | -0,70 | 8.982 | -8,88 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 8.351 | -1,87 | 945 | -9,92 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 2.328 | -5,63 | 263 | -13,49 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 90.806 | -11,82 | 10.271 | -19,08 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 4.129 | -1,03 | 467 | -9,34 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 1.779 | -31,05 | 201 | -36,79 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8.010.148 | -5,83 | 906.027 | -13,59 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 266.271 | -8,61 | 30.118 | -16,14 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 39.253 | -62,57 | 4.440 | -65,66 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 75.875 | -31,77 | 8.582 | -37,39 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4.820 | -1,23 | 546 | -9,32 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 7.063 | -2,53 | 799 | -10,64 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 8.990 | -12,33 | 1.017 | -19,56 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 226.391 | -4,75 | 25.607 | -12,59 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 5.857 | -25,63 | 662 | -31,75 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 2.263 | -3,62 | 256 | -11,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23.807 | -6,93 | 2.693 | -14,62 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 3.237 | -99,19 | 366 | -8,04 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17.823 | -4,05 | 2.016 | -11,97 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2.796 | -1,93 | 316 | -9,97 | ||||
| 2026-05-06 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 10.865 | -93,19 | 1.229 | -93,75 |
