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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 311.168 | -32,15 | 39.867 | -36,52 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.099 | -30,36 | 269 | -34,95 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 14.160 | -0,01 | 1.814 | -6,45 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 755.617 | -13,91 | 96.809 | -19,45 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 2.056 | -9,19 | 263 | -15,16 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4.220 | -0,35 | 541 | -6,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 162.277 | -13,62 | 20.791 | -19,19 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 173.669 | -1,36 | 22.250 | -7,71 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 10.608 | -6,77 | 1.359 | -12,77 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 1.176.536 | -0,23 | 150.738 | -6,66 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.283 | -7,23 | 164 | -13,23 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3.819 | -14,93 | 489 | -20,36 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33.981 | -51,85 | 4 | -55,56 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 19.190 | -15,24 | 2.459 | -20,71 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 25.472 | -16,01 | 3.263 | -21,45 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 6.008 | -46,56 | 770 | -50,03 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 96.448 | -2,97 | 12.357 | -9,22 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 2.661 | -5,34 | 341 | -11,46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 5.290 | -0,38 | 678 | -6,88 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5.852 | -0,41 | 750 | -6,84 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 4.011 | -2,57 | 1 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 69 | -94,58 | 9 | -95,03 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 606.784 | -1,85 | 75.011 | -11,40 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.870 | -1,01 | 240 | -7,36 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 724 | -4,74 | 93 | -11,54 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 258 | -14,85 | 33 | -19,51 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.015 | -1,52 | 274 | -2,50 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9.658 | -0,48 | 1.237 | -6,92 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 6.987 | -67,93 | 895 | -70,00 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 4.171 | -0,50 | 534 | -6,97 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 1.436 | -57,51 | 184 | -60,39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9.917 | -6,22 | 1.271 | -12,29 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10.712 | -3,05 | 1.372 | -9,32 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.511 | -0,59 | 194 | -7,21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 78.872 | -0,18 | 10.105 | -6,61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.123 | -0,18 | 1.041 | -6,64 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5.096 | -1,09 | 653 | -7,52 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 12.335 | -16,67 | 1.580 | -22,01 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3.593 | -62,67 | 472 | -64,19 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11.172 | -16,49 | 1.431 | -21,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 21.264 | -47,20 | 2.724 | -50,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 30.823 | -46,82 | 3.949 | -50,25 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 58.582 | -1,07 | 7.506 | -7,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 690.014 | -3,82 | 88.405 | -10,01 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 4.375 | -37,77 | 561 | -41,79 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 23.800 | -49,89 | 3.049 | -53,12 | |||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14.413 | -0,23 | 1.847 | -6,67 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 131.521 | -1,09 | 16 | -11,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14.772 | -41,95 | 1.893 | -45,69 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 175.231 | -3,03 | 22.451 | -9,27 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 1.808 | -28,82 | 232 | -33,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 2.557 | -26,12 | 328 | -30,87 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2.574 | -7,81 | 330 | -13,87 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 239 | -94,77 | 31 | -95,21 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.153 | -20,14 | 276 | -25,47 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 12.241 | -1,73 | 1.568 | -8,04 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 13.399 | -0,10 | 1.717 | -6,54 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 230 | -9,80 | 29 | -14,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.582.899 | -0,09 | 202.801 | -6,53 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 33.369 | -4,10 | 4.275 | -10,28 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1.134 | -39,81 | 145 | -43,58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 139.007 | -17,24 | 17.755 | -22,97 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 6.211 | -1,27 | 796 | -7,67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7.974 | -11,21 | 1.022 | -16,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 55 | -43,30 | 7 | -46,15 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.573 | -20,49 | 330 | -25,73 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 23.026 | -3,43 | 2.950 | -9,65 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6.273 | -18,35 | 804 | -23,67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.416 | -5,27 | 4.153 | -11,36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 8.092 | -50,00 | 1.037 | -53,25 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.595 | -8,76 | 589 | -14,66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.851.583 | -39,74 | 356.389 | -45,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98.755 | -17,65 | 12.758 | -25,01 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 299.260 | -14,57 | 38.341 | -20,07 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.434.200 | -0,96 | 311.870 | -7,33 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MidFirst Bank | 73.858 | -2,84 | 9.463 | -9,10 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 224 | -45,37 | 29 | |||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 1.812 | -4,23 | 248 | -7,81 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 4.504 | -10,42 | 577 | -16,13 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 700 | -41,67 | 90 | -45,73 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 26.885 | -2,23 | 3.445 | -8,53 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1.831 | -1,08 | 235 | -7,51 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 35.596 | -18,11 | 4.561 | -23,39 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 1.104 | -8,00 | 141 | -14,02 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.899 | -18,92 | 243 | -24,06 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 244.939 | -26,87 | 31.382 | -31,58 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 23.359 | -63,88 | 2.993 | -66,21 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 18.838 | -61,47 | 2.414 | -63,96 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 30.582 | -0,60 | 3.918 | -7,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 2.675 | -0,26 | 343 | -6,81 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.139 | -22,88 | 146 | -28,22 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 6.589 | -74,24 | 902 | -75,23 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 37.244 | -1,25 | 4.772 | -7,61 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10.277 | -0,50 | 1.334 | -8,94 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 17.672 | -1,42 | 2.420 | -1,39 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4.661 | -0,51 | 597 | -6,86 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.684 | -2,11 | 600 | -8,40 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 193.789 | -5,38 | 24.828 | -11,47 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 177.337 | -4,64 | 22.720 | -10,78 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 2.249 | -0,97 | 288 | -7,10 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.026 | -56,27 | 277 | -57,97 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 4.965 | -2,34 | 636 | -8,62 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 19.735 | -12,55 | 2.528 | -18,19 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 2.217 | -0,58 | 284 | -6,89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 334 | -48,38 | 43 | -52,27 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 135.306 | -15,17 | 17.335 | -20,64 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.427 | -49,06 | 1.849 | -52,36 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 3.159 | -2,62 | 405 | -9,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 613 | -0,33 | 79 | -7,14 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 37.298 | -19,70 | 4.779 | -24,87 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 39.932 | -1,72 | 4.995 | -10,93 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 176.108 | -5,84 | 22.563 | -11,91 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 41.422 | -0,61 | 5.307 | -7,01 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4.761 | -24,60 | 610 | -29,51 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 27.256 | -3,17 | 3.492 | -9,42 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 12.648 | -0,48 | 1.621 | -6,90 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Theory Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 2.804 | -1,75 | 359 | -7,95 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.022 | -0,86 | 1.284 | -7,23 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 11.690 | -87,25 | 1.498 | -88,08 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 12.946 | -2,70 | 1.659 | -8,95 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.071 | -4,61 | 265 | -10,77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.171.450 | -1,49 | 150.072 | -7,86 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28.177 | -5,03 | 3.483 | -14,28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 32.098 | -16,33 | 4.112 | -21,72 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.308 | -1,79 | 296 | -8,10 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 42.618 | -17,38 | 5.460 | -22,71 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.327 | -28,62 | 811 | -33,22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 273.302 | -0,08 | 35.015 | -6,51 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 748 | -67,84 | 96 | -70,13 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 4.300 | -36,76 | 1 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1.812 | -5,97 | 232 | -11,79 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 90.273 | -8,71 | 11.566 | -14,59 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 53.061 | -42,19 | 6.798 | 56.550,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.214 | -6,56 | 540 | -12,64 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 8.563 | -1,63 | 1.097 | -7,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11.205 | -23,64 | 1.436 | -28,57 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 3.142 | -14,08 | 403 | -19,60 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 39.605 | -7,77 | 5.976 | 1,62 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 2.489 | -4,78 | 319 | -11,17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.718 | -3,34 | 348 | -9,61 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 9.301 | -0,53 | 1.192 | -6,95 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 606.847 | -6,99 | 77.749 | -12,98 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 26.500 | -38,94 | 3.395 | -42,87 | |||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 875 | -2,78 | 113 | -9,60 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 14.286 | -36,14 | 1.830 | -40,25 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 11.474 | -33,62 | 1.470 | -37,90 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 12.983 | -3,56 | 1.663 | -9,77 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.480 | -14,28 | 340 | -17,52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 14.263 | -1,47 | 1.827 | -7,82 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.641 | -0,12 | 723 | -6,60 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 40.058 | -0,20 | 5.132 | -6,62 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.482 | -89,44 | 318 | -90,15 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 1.534.093 | -12,12 | 196.548 | -17,78 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 14.054 | -5,60 | 1.801 | -11,68 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8.278 | -24,17 | 1.061 | -29,10 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 66.500 | -3,16 | 8.520 | -9,40 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 26.601 | -78,95 | 3.408 | -80,31 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.013 | -5,93 | 258 | -12,29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 523.361 | -4,82 | 67.066 | -10,95 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 156.876 | -93,38 | 20.099 | -93,81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 1.822 | -18,66 | 233 | -23,86 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 14.414 | -17,09 | 1.847 | -22,44 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 49.344 | -2,96 | 6.322 | -9,21 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 43.513 | -0,50 | 5.575 | -6,91 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1.600 | -8,57 | 205 | -14,64 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 3.601 | -1,77 | 461 | -8,17 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 11.639 | -1,21 | 1.491 | -7,56 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 3.500 | -38,08 | 448 | -42,04 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.795 | -4,57 | 358 | -10,72 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 26.223 | -0,13 | 3.360 | -6,56 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 40 | -42,86 | 5 | -44,44 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 27.019 | -0,85 | 3.462 | -7,24 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 13.320 | -5,58 | 1.857 | -5,88 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 14.094 | -4,29 | 1.806 | -10,47 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 502 | -96,26 | 64 | -96,56 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12.025 | -2,27 | 1.541 | -8,55 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3.114 | -2,32 | 399 | -8,72 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2.580 | -2,71 | 331 | -9,09 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 4.008 | -9,07 | 514 | -14,93 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44.241 | -2,89 | 5.668 | -9,14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.330 | -2,35 | 427 | -8,58 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.755 | -8,17 | 353 | -14,15 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 2.590 | -0,96 | 332 | -7,54 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 20.936 | -2,12 | 2.682 | -8,43 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7.486 | -2,97 | 959 | -9,19 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 451 | -53,46 | 58 | -56,82 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2.980 | -31,99 | 382 | -36,50 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 80.800 | -9,96 | 10.352 | -15,76 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1.683 | -50,00 | 216 | -54,93 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 2.547 | -14,44 | 326 | -19,90 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3.030 | -15,67 | 388 | -21,14 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 78.796 | -1,82 | 10.095 | -8,14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 7.892 | -4,36 | 1.011 | -10,53 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 6.016 | -17,29 | 771 | -22,69 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7.816 | -6,95 | 1.001 | -12,96 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 5.241 | -12,03 | 672 | -17,67 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 3.694 | -3,48 | 473 | -9,73 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2.352 | -10,54 | 301 | -16,39 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1.982 | -3,18 | 254 | -9,64 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2.376 | -20,85 | 304 | -26,03 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 9.392 | -34,55 | 478 | -66,00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 37.237 | -10,89 | 4.771 | -16,64 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 6.273 | -2,20 | 804 | -8,54 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 7.740 | -4,37 | 992 | -10,56 | ||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Anb Bank | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 14.596 | -64,80 | 1.870 | -67,07 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3.246 | -35,18 | 416 | -39,42 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 18.310 | -7,76 | 2.346 | -13,72 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 9.468 | -0,62 | 1.213 | -6,98 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3.382 | -8,59 | 433 | -14,43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 2.966 | -1,63 | 380 | -7,77 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 479 | -23,85 | 61 | -29,07 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 101.651 | -29,19 | 13.024 | -33,76 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17.901 | -58,91 | 2.293 | -61,56 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5.033 | -0,98 | 645 | -7,47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5.305 | -11,23 | 680 | -16,99 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 44.531 | -1,53 | 5.705 | -7,86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8.241 | -21,40 | 1.056 | -26,48 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2.350 | -9,44 | 301 | -15,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 637.930 | -7,92 | 81.732 | -13,85 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6.949 | -1,25 | 890 | -7,58 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 89.844 | -0,81 | 11.511 | -7,21 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 22.090 | -30,69 | 2.845 | -35,44 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 287 | -14,58 | 37 | -21,74 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 57.762 | -16,12 | 7.400 | -21,53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.460 | -90,03 | 828 | -90,68 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 14.221 | -2,68 | 1.947 | -6,39 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 8.299 | -54,60 | 1.063 | -57,53 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 51.091 | -2,47 | 6.546 | -8,76 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 700 | -1,96 | 90 | -8,25 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 22.958 | -80,25 | 2.941 | -81,35 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 135.083 | -1,88 | 17.307 | -8,21 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.772.532 | -3,92 | 739.577 | -10,10 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3.561 | -0,75 | 456 | -7,13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.080 | -3,42 | 395 | -9,40 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 98 | -30,99 | 13 | -36,84 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 177.481 | -7,66 | 22.739 | -13,61 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 2.393 | -0,08 | 307 | -6,42 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 10.403 | -2,21 | 1.333 | -8,52 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2.055 | -30,57 | 263 | -35,06 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 42.392 | -8,48 | 5.431 | -14,38 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.958 | -7,99 | 379 | -13,86 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2.468 | -4,19 | 316 | -10,23 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 2.332 | -2,75 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 403.230 | -0,01 | 51.662 | -6,45 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 32.901 | -1,20 | 4.215 | -7,57 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 26.254 | -0,07 | 3.595 | -3,90 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 6.848 | -1,34 | 877 | -7,68 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.280 | -0,96 | 676 | -7,40 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 20.738 | -6,27 | 2.657 | -12,31 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Quarry LP | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.647.589 | -12,41 | 211.089 | -18,05 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 17.004 | -0,06 | 2.179 | -6,48 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 5.962 | -0,52 | 764 | -6,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 55.450 | -4,43 | 7.104 | -10,59 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73.153 | -6,91 | 9 | -10,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12.386 | -3,87 | 1.587 | -10,09 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 9.232 | -1,35 | 1.183 | -5,06 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4.007 | -5,72 | 513 | -11,86 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 3.794 | -6,69 | 486 | -12,59 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1.617.898 | -2,56 | 207.285 | -8,84 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 22.435 | -15,15 | 2.874 | -20,61 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 15.942 | -4,02 | 2.043 | -10,20 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 45.558 | -0,76 | 5.837 | -7,16 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 4.438 | -1,42 | 569 | -7,79 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 2.575 | -20,28 | 330 | -25,57 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 2.245 | -7,95 | 288 | -13,81 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 9.297 | -19,38 | 1.191 | -24,57 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.772 | -0,07 | 1.252 | -6,50 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2.813 | -9,78 | 360 | -15,49 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1.584 | -66,92 | 203 | -69,16 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Legal & General Group Plc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 6.048 | -0,20 | 775 | -6,63 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3.734 | -59,01 | 478 | -61,67 | ||||
| 2026-01-26 | 13F | First Bancorp, Inc /ME/ | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1.492 | -3,37 | 204 | -6,85 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 6.631 | -7,72 | 850 | -13,72 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 29.214 | -22,51 | 3.743 | -27,51 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 5.379 | -0,28 | 689 | -6,64 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15.225 | -0,36 | 1.951 | -6,79 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 364 | -5,21 | 47 | -11,54 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 12.900 | -8,97 | 1.653 | -14,85 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12.297 | -1,60 | 1.575 | -7,95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.136 | -72,49 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2.908 | -3,23 | 373 | -9,49 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 15.724 | -0,63 | 2.015 | -7,02 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 14.790 | -41,05 | 1.895 | -44,86 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 13.519 | -2,40 | 1.732 | -8,65 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 21 | -79,81 | 3 | -85,71 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 37.513 | -7,87 | 4.806 | -13,81 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 51 | -10,53 | 7 | -14,29 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 3.584 | -0,80 | 459 | -7,09 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 21.454 | -0,33 | 2.749 | -6,75 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 83.921 | -4,26 | 10.752 | -10,42 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.326 | -9,10 | 555 | -14,90 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 850 | -4,17 | 109 | -10,74 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 38 | -53,66 | 5 | -63,64 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 2.055 | -6,80 | 263 | -12,62 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 101.302 | -4,79 | 12.979 | -10,93 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 1.619 | -0,43 | 207 | -6,76 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9.755 | -45,13 | 1.250 | -48,69 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 305 | -78,23 | 39 | -79,58 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 32.076 | -0,03 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 93.634 | -0,58 | 12.057 | -6,86 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.135.595 | -3,09 | 657.972 | -9,33 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 46.275 | -87,82 | 5.929 | -88,61 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 2.600 | -51,23 | 333 | -54,38 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 2.229 | -96,13 | 289 | -96,34 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 346 | -53,62 | 44 | -56,86 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 209.725 | -9,07 | 26.870 | -14,93 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 4.264 | -0,68 | 546 | -6,98 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.614 | -19,74 | 207 | -25,09 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 7.189 | -2,73 | 921 | -8,99 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 7.040 | -0,09 | 902 | -6,54 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 259 | -62,08 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 33.469 | -2,12 | 4.288 | -8,42 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 4.722 | -12,46 | 605 | -18,16 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 8.330 | -0,73 | 1.067 | -7,14 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 32.838 | -8,82 | 4.207 | -14,70 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 16.014 | -1,08 | 2.052 | -7,45 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1.907 | -36,58 | 244 | -40,63 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 1.908 | -95,99 | 244 | -96,25 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4.192 | -0,07 | 559 | -2,61 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.810 | -1,26 | 873 | -7,63 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 272 | -14,73 | 35 | -22,22 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 30.999 | -5,54 | 3.972 | -11,62 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 253.663 | -3,78 | 32.502 | -9,98 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 8.184 | -38,51 | 1.049 | -42,48 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 10.245 | -2,11 | 1.313 | -8,44 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 111.789 | -2,27 | 14.322 | -8,57 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 7.160 | -18,91 | 917 | -24,15 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12.454 | -4,87 | 1.596 | -10,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10.700 | -47,55 | 1.371 | -50,95 | |||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 193.236 | -5,41 | 24.758 | -12,65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15.100 | -47,93 | 1.935 | -51,30 | |||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Capital Square, LLC | 5.512 | -32,67 | 750 | -33,10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 26.390 | -60,17 | 3.381 | -62,74 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.957 | -63,02 | 635 | -65,62 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.018 | -81,36 | 130 | -82,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 200.417 | -2,00 | 25.677 | -8,31 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3.922 | -3,87 | 502 | -10,04 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 10.293 | -2,42 | 1.319 | -8,73 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 11.005 | -34,80 | 1.410 | -39,03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5.179 | -0,75 | 664 | -7,14 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 22.216 | -0,13 | 2.846 | -6,57 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6.423 | -1,85 | 823 | -8,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.300.238 | -3,85 | 314.995 | 92.545,29 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2.392 | -15,09 | 306 | -20,52 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16.447 | -29,63 | 2.107 | -34,16 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 57.606 | -1,14 | 7.381 | -7,51 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 2.050 | -99,27 | 263 | -6,43 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 15.966 | -0,31 | 2.046 | -6,75 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 76 | -74,50 | 10 | -77,50 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 104.619 | -3,47 | 14.271 | -3,83 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 5.024 | -1,30 | 644 | -7,61 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 138.416 | -2,25 | 17.734 | -8,55 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 6.012 | -0,63 | 770 | -7,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 632.091 | -1,83 | 80.984 | -11,68 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 529 | -5,20 | 68 | -11,84 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1.392 | -8,60 | 178 | -14,42 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 1.563 | -18,30 | 200 | -23,37 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 28.553 | -1,81 | 3.658 | -8,14 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 2.383 | -2,30 | 305 | -8,41 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 3.300 | -14,06 | 423 | -19,62 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 21.143 | -1,12 | 2.709 | -7,51 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 123.871 | -7,36 | 15.870 | -13,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.602.259 | -6,53 | 332.761 | -12,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 23.882 | -5,63 | 3.060 | -11,72 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.273.878 | -11,53 | 163.209 | -17,23 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2.472 | -5,68 | 317 | -11,73 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 7.416 | -0,07 | 950 | -6,50 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 12.234 | -0,75 | 1.567 | -7,17 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 8.779 | -56,87 | 1.125 | -59,67 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 43.092 | -0,34 | 5.521 | -6,77 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.961 | -18,07 | 379 | -23,28 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6.161 | -0,24 | 789 | -6,63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 18.848 | -42,30 | 2.415 | -46,03 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2.007 | -0,74 | 257 | -6,88 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 13.015 | -2,87 | 1.667 | -9,11 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 98.811 | -6,05 | 12.660 | -12,10 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 2.809 | -64,43 | 360 | -66,79 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 4.488 | -2,60 | 575 | -8,87 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 3.848 | -10,01 | 493 | -15,73 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 135 | -41,05 | 17 | -45,16 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 9.618 | -30,09 | 1.232 | -34,57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 7.257 | -1,77 | 930 | -8,11 | ||||
| 2026-05-04 | 13F | Nwam Llc | 16.540 | -0,04 | 2.119 | -7,10 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2.614 | -62,90 | 335 | -65,35 | ||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 2.476 | -97,58 | 317 | -97,74 |
