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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | SFE Investment Counsel | 4.784 | -4,64 | 599 | -9,94 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 26.206 | -35,58 | 3.279 | -39,11 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 42.477 | -38,99 | 5.315 | -42,33 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-29 | 13F | Comerica Bank | 79.611 | -11,44 | 10.538 | -10,02 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.555 | -3,22 | 695 | -8,43 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.861 | -1,65 | 358 | -7,01 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 206.054 | -3,45 | 25.784 | -8,73 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 93.223 | -30,98 | 11.665 | -34,76 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10.228 | -0,39 | 1.280 | -5,89 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 3.091 | -20,87 | 387 | -25,34 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4.038 | -46,47 | 505 | -49,40 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 137.671 | -1,95 | 17.227 | -7,31 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 60.000 | -3,47 | 7.508 | -8,75 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6.506 | -1,05 | 814 | -6,44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 136.923 | -6,95 | 17.133 | -12,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 343.984 | -0,11 | 43.043 | -5,58 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.402 | -0,15 | 1.051 | -5,57 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 48.697 | -6,59 | 6.094 | -11,70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 75.316 | -2,90 | 9.424 | -8,21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4.608 | -1,43 | 577 | -6,80 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.769.076 | -3,94 | 722 | -9,19 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 396 | -4,35 | 50 | -9,26 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 15.921 | -1,49 | 1.992 | -6,87 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 20.957 | -4,81 | 2.622 | -10,02 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 17.817 | -6,61 | 2.229 | -11,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 273.151 | -45,41 | 34.491 | -48,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17.339 | -14,44 | 2.170 | -19,13 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8.666 | -18,90 | 1.084 | -23,34 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 178 | -39,46 | 22 | -42,11 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35.362 | -1,56 | 4.425 | -6,96 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 24.038 | -5,42 | 3.008 | -10,61 | ||||
| 2026-05-01 | 13F | American Trust | 9.302 | -3,26 | 1.164 | -8,57 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 10.948 | -6,75 | 1.370 | -11,90 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 208.185 | -4,48 | 26.050 | -9,71 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 106.852 | -1,37 | 13.370 | -6,76 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 47.690 | -15,74 | 5.967 | -20,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.913 | -0,55 | 1.180 | 1,03 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 71.989 | -0,46 | 9.008 | -5,89 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 3.629 | -5,96 | 454 | -10,98 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 152 | -11,63 | 19 | -13,64 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10.761 | -5,98 | 1.467 | -3,23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 116.135 | -5,63 | 14.532 | -10,80 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 55.683 | -2,03 | 6.968 | -7,39 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sierra Capital LLC | 18.016 | -0,04 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.438 | -31,79 | 430 | -35,53 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 182.163 | -1,53 | 22.794 | -6,91 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1.154.700 | -0,50 | 144.488 | -5,94 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 5.298 | -0,73 | 663 | -6,23 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 6.495 | -2,51 | 860 | -0,92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 147.334 | -11,52 | 19.503 | -19,40 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 7.537 | -19,44 | 950 | -23,26 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 463 | -21,66 | 58 | -26,92 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 11.902 | -9,72 | 1.489 | -14,67 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.923 | -0,37 | 366 | -5,93 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 131.175 | -3,13 | 16.414 | -8,42 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.573.441 | -0,08 | 697.405 | -5,55 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 15.625 | -2,44 | 1.955 | -7,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 138.126 | -1,46 | 17.284 | -6,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 434.589 | -6,83 | 57.527 | 95.776,67 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 250 | -79,51 | 31 | -80,75 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 214.951 | -3,62 | 26.897 | -8,89 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27.591 | -8,58 | 3.452 | -13,59 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10.766 | -1,11 | 1.423 | 0,35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.995 | -7,30 | 375 | -13,23 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 645.766 | -1,02 | 81 | -6,98 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13.401 | -1,82 | 1.677 | -6,32 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 429.022 | -1,32 | 53.684 | -6,71 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 523 | -19,91 | 65 | -24,42 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 14.365 | -10,77 | 1.797 | -15,63 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 5.099 | -0,31 | 638 | -5,76 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 442.595 | -3,61 | 55.382 | -8,92 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3.599 | -4,61 | 450 | -9,82 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 185.931 | -0,33 | 23.265 | -5,78 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 788.473 | -2,77 | 98.662 | -8,09 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10.742 | -0,94 | 1.344 | -6,34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 50.688 | -0,30 | 6.343 | -5,75 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 52.883 | -2,09 | 6.617 | -7,44 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | First Foundation Advisors | 459.085 | -1,77 | 57.445 | -7,14 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3.141 | -4,99 | 393 | -10,07 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 61.275 | -23,29 | 7.667 | -27,49 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.768 | -2,00 | 472 | -7,28 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 19.680 | -3,28 | 2.463 | -8,58 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 7.272 | -2,64 | 910 | -8,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2.677 | -4,97 | 335 | -10,22 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10.795 | -12,20 | 1.351 | -17,03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.249 | -27,36 | 281 | -31,30 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.777 | -0,25 | 598 | -5,69 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 177 | -13,24 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.786 | -84,65 | 349 | -85,51 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 2.232 | -23,35 | 312 | -18,96 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2.600 | -9,12 | 325 | -14,02 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.787 | -17,42 | 224 | -22,03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 64 | -4,48 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 365 | -9,88 | 46 | -15,09 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3.251 | -40,82 | 444 | -39,73 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.831 | -4,39 | 344 | -12,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4.486 | -4,37 | 561 | -9,52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 38.688 | -25,96 | 4.841 | -30,02 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 49.307 | -0,15 | 6.171 | -5,61 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 21.252 | -26,82 | 2.659 | -30,83 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 157 | -63,06 | 20 | -66,07 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10.375 | -4,31 | 1.298 | -9,55 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 45.768 | -0,74 | 5.727 | -6,18 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 81.641 | -14,45 | 10.216 | -19,13 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 17.950 | -1,86 | 2.246 | -7,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 219.388 | -10,74 | 27.473 | -15,62 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9.246 | -10,57 | 1.166 | -14,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41.616 | -41,43 | 5.207 | -44,64 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 327 | -4,66 | 41 | -11,11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6.338 | -4,03 | 793 | -9,27 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 6.074 | -27,15 | 760 | -31,10 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3.721 | -9,31 | 466 | -14,36 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.827 | -3,59 | 229 | -8,80 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 376.239 | -0,72 | 47.079 | -6,15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.473 | -25,82 | 310 | -29,93 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 12.916 | -5,04 | 1.616 | -10,22 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.839 | -13,94 | 480 | -18,64 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4.273 | -3,17 | 535 | -8,56 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 3.825 | -0,68 | 479 | -6,09 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 7.777 | -3,95 | 973 | -9,15 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 30.941 | -3,36 | 3.872 | -8,64 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 12.380 | -1,59 | 1.549 | -6,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1.894 | -22,50 | 237 | -26,93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 13.552 | -43,94 | 1.696 | -47,01 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 157.795 | -10,66 | 19.745 | -15,55 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 338 | -3,70 | 42 | -8,70 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11.742 | -15,78 | 1.469 | -20,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 1.899 | -0,11 | 238 | -5,58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 3.491 | -97,05 | 1.300 | -91,71 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 8.158 | -6,71 | 1.021 | -11,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 36.455 | -4,66 | 4.562 | -9,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12.145 | -1,30 | 1.520 | -6,70 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 380 | -26,07 | 48 | -30,88 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.922 | -4,54 | 1 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.949 | -10,92 | 494 | -15,70 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13.521 | -1,07 | 1.705 | -5,75 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10.140 | -10,69 | 1.269 | -15,58 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 55.883 | -3,69 | 6.993 | -8,95 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 4.209 | -2,91 | 527 | -8,20 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 65.857 | -0,12 | 8.241 | -5,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16.407 | -29,69 | 2 | -33,33 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 45.306 | -5,71 | 5.669 | -10,86 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.840 | -7,23 | 856 | -12,31 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 62.406 | -2,36 | 8 | -12,50 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 495 | -2,37 | 62 | -8,96 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 23.108 | -0,43 | 2.892 | -5,89 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 325.461 | -0,73 | 40.725 | -6,16 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 420.407 | -0,63 | 53 | -7,14 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 72.429 | -6,11 | 10.215 | 0,03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 257.234 | -3,04 | 31.881 | -9,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 683 | -43,51 | 87 | -46,91 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 29.199 | -8,82 | 3.654 | -13,80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 80.783 | -1,84 | 10.108 | -7,21 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 106.396 | -12,24 | 13.313 | -17,04 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 8.409 | -10,49 | 1.052 | -15,37 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4.435 | -28,58 | 555 | -32,60 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 639.363 | -1,73 | 80.003 | -7,11 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 38.799 | -11,20 | 4.855 | -16,06 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 2.950 | -65,64 | 369 | -67,52 | ||||
| 2026-04-23 | 13F | American National Bank | 27.170 | -2,17 | 3.400 | -7,54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 23.467 | -16,38 | 2.936 | -20,95 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 61 | -50,00 | 8 | -56,25 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 89.387 | -2,81 | 11.185 | -8,13 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.426 | -0,14 | 178 | -5,82 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 596 | -48,62 | 75 | -51,63 | ||||
| 2026-01-16 | 13F | Penn Davis Mcfarland Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4.077 | -22,74 | 510 | -26,93 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.934 | -2,91 | 367 | -8,25 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 127.811 | -10,18 | 15.993 | -15,09 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93.406 | -0,20 | 12 | -8,33 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 597.997 | -11,45 | 74.827 | -16,29 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 15.035 | -0,96 | 1.881 | 93.950,00 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287.997 | -10,62 | 36 | -14,29 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2.124 | -3,32 | 266 | -8,62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 344.254 | -0,80 | 43.076 | -6,22 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1.652 | -0,60 | 201 | -9,87 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 8.611 | -0,03 | 1.077 | -5,53 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2.675 | -6,63 | 335 | -11,87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 13.143 | -3,54 | 1.645 | -8,82 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 17.078 | -2,69 | 2.137 | -8,05 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2.792 | -3,46 | 349 | -8,64 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12.152 | -29,90 | 1.521 | -33,74 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6.433 | -4,71 | 805 | -9,97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.878 | -0,03 | 485 | -5,46 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 41.321 | -70,17 | 5.171 | -71,36 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2.620 | -0,15 | 328 | -5,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 10.884 | -0,95 | 1.362 | -6,40 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 1.851 | -4,73 | 232 | -10,12 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5.684 | -2,24 | 711 | -7,54 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 284.450 | -16,44 | 35.593 | -21,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.771.789 | -29,38 | 221.704 | -33,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.813.028 | -5,46 | 351.994 | -10,63 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.103.919 | -41,70 | 388.393 | -44,89 |
