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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4.616 | -7,88 | 331 | -2,37 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5.195 | -28,58 | 372 | -24,39 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 326.591 | -14,71 | 23.387 | -9,71 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 3.420 | -37,06 | 245 | -56,51 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 3.593 | -54,41 | 257 | -51,78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 222.930 | -91,67 | 15.964 | -91,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 143.348 | -4,08 | 10.265 | 1,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 585 | -26,23 | 42 | -22,64 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 17.649 | -0,51 | 1.264 | 5,34 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 57.950 | -1,26 | 4.150 | 4,54 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.835 | -28,41 | 203 | -23,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 129.971 | -21,15 | 9.307 | -16,52 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 77.685 | -0,40 | 5.877 | 11,39 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 5.529 | -36,05 | 396 | -32,36 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 235.777 | -2,64 | 16.884 | 3,08 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 7.833 | -61,61 | 561 | -59,42 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 9.255 | -31,23 | 663 | -27,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 336.000 | -28,10 | 24.061 | -23,88 | |||
| 2026-05-06 | 13F | Assetmark, Inc | 515 | -99,50 | 37 | -99,48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 197.836 | -2,22 | 14.167 | 3,52 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2.995 | -25,03 | 214 | -20,74 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 200 | -27,54 | 14 | -22,22 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 648 | -70,11 | 46 | -68,49 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 273.022 | -10,69 | 19.551 | -5,45 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 83.075 | -6,96 | 5.949 | -1,49 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.084 | -3,35 | 221 | 2,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.648 | -57,03 | 261 | -54,53 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3.740 | -1,32 | 268 | 4,30 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 56.100 | -22,62 | 4.017 | -25,82 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 13.475 | -24,18 | 965 | -19,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15.116 | -49,33 | 1.079 | -46,55 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40.414 | -1,05 | 2.894 | 4,78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.024 | -50,84 | 73 | -47,86 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4.991 | -2,41 | 357 | 3,48 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 25.199 | -49,19 | 1.804 | -46,21 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 10.577 | -7,40 | 715 | 40,75 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 27.024 | -1,39 | 1.935 | 4,43 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 37.851 | -53,19 | 2.711 | -50,45 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 254.683 | -16,34 | 18.238 | -11,43 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3.642 | -33,33 | 261 | -29,54 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10.658 | -5,15 | 762 | 0,13 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 69.938 | -17,84 | 5.008 | -13,01 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 157.802 | -2,66 | 11.300 | 3,06 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.000 | -12,43 | 72 | -7,79 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.890 | -26,98 | 279 | -22,78 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 66.310 | -54,63 | 4.748 | -51,97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Independent Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 388.864 | -36,63 | 27.847 | -32,91 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13.491 | -1,79 | 966 | 6,04 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 55.414 | -58,41 | 3.968 | -55,97 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 10.165 | -24,15 | 728 | -19,76 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3.293 | -43,29 | 236 | -40,05 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 227.025 | -21,14 | 15.356 | 127.858,33 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 188.523 | -11,60 | 13.500 | -6,41 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 48.340 | -13,06 | 3.462 | -7,95 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2.845 | -9,88 | 204 | -4,69 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21.194 | -27,84 | 1.518 | -23,62 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.247 | -95,76 | 89 | -95,53 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Point Capital, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 252.039 | -5,72 | 18.049 | -0,23 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 16.771 | -9,51 | 1.201 | -4,23 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 668.452 | -9,44 | 47.868 | -4,12 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14.533 | -70,63 | 1.041 | -68,93 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 18.227 | -16,78 | 1.305 | -11,88 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 19 | -98,82 | 1 | -98,59 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1.001 | -95,90 | 72 | -95,70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 197.687 | -37,41 | 14.156 | -33,74 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 10 | -90,20 | 1 | -100,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 691 | -98,59 | 49 | -98,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 13.617 | -0,31 | 975 | 5,63 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 52.035 | -13,22 | 3.726 | -8,11 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.874 | -30,55 | 277 | -26,53 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 36.094 | -2,77 | 2.585 | 2,91 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 22.784 | -7,04 | 1.632 | -1,57 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 11.660 | -78,59 | 835 | -77,36 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.462 | -20,96 | 534 | -16,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 50.754 | -23,34 | 3.634 | -18,85 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 72.000 | -6,49 | 5.156 | -1,02 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 11.430 | -1,21 | 819 | 4,60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 224.712 | -10,55 | 16.091 | -5,30 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.370 | -14,98 | 385 | -10,07 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74.887 | -37,29 | 5.363 | -33,61 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 62.976 | -71,57 | 4.510 | -69,90 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3.679 | -32,84 | 263 | -28,92 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 4.800 | -31,43 | 344 | -27,48 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 19.480 | -80,10 | 1.395 | -78,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 66.576 | -27,53 | 4.768 | -23,29 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 43.359 | -36,46 | 3.105 | -32,74 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6.178 | -67,29 | 442 | -65,39 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8.059 | -12,17 | 577 | -13,10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 7.042 | -10,43 | 504 | -5,08 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6.244 | -4,37 | 447 | 1,36 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.617 | -0,53 | 904 | 5,37 | ||||
| 2026-05-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 38.666 | -17,99 | 2.769 | -13,20 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 12.931 | -60,27 | 875 | -39,60 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 51.044 | -3,98 | 3.655 | 1,67 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 33.525 | -1,80 | 2.401 | 3,94 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 15.249 | -12,78 | 1.092 | -7,70 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 503.923 | -27,62 | 36.086 | -23,38 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 9.702 | -79,47 | 695 | -78,28 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 156.093 | -5,29 | 11.178 | 0,27 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 3.905 | -52,42 | 280 | -49,73 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 9.890 | -67,15 | 708 | -65,23 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 1.000 | -66,67 | 72 | -64,85 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 172 | -2,82 | 12 | 9,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 518.100 | -3,45 | 37.101 | 2,22 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 24.050 | -20,95 | 1.722 | -16,29 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 3.842 | -81,05 | 275 | -79,94 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 51.457 | -8,29 | 3.685 | -2,64 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 36.672 | -33,72 | 3 | -33,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 68.440 | -22,73 | 4.901 | -18,21 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5.503 | -14,81 | 394 | -9,63 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (USA) Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 23.735 | -26,47 | 1.640 | -34,32 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192.659 | -53,94 | 13.796 | -51,23 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4.156 | -77,77 | 298 | -76,50 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 8 | -99,08 | 1 | -100,00 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 6.565 | -47,27 | 470 | -44,18 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10.793 | -49,65 | 773 | -46,72 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 11.006 | -29,15 | 788 | -24,95 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 18.159 | -76,65 | 1 | -80,00 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3.580 | -83,24 | 257 | -82,20 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 14.365 | -51,19 | 1.029 | -48,34 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13.411 | -21,41 | 960 | -16,81 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 10.223 | -16,46 | 732 | -11,49 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21.259 | -33,13 | 1.522 | -29,21 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 25.285 | -10,13 | 1.811 | -4,89 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Connective Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9.030 | -6,23 | 647 | -0,77 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wright Wealth Llc | 4.811 | -52,39 | 344 | -49,63 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 41.243 | -8,87 | 2.953 | -3,53 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 14.767 | -15,76 | 1.057 | -10,80 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 5.276 | -61,62 | 354 | -62,08 | ||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 51.425 | -4,08 | 3.683 | 1,54 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 46.761 | -16,96 | 3.349 | -12,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 10.197 | -5,03 | 730 | 0,55 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.227.539 | -30,35 | 87.904 | -26,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.986 | -72,61 | 142 | -71,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16.943 | -43,08 | 1.213 | -39,74 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23.692 | -5,88 | 1.603 | 43,16 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.130 | -1,11 | 224 | 4,67 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4.095 | -3,83 | 293 | 1,74 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.870 | -81,76 | 277 | -80,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 383 | -41,08 | 27 | -37,21 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 77.307 | -22,61 | 5.536 | -18,07 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 24.189 | -16,47 | 1.732 | -11,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 118.076 | -96,13 | 7.876 | -96,19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26.049 | -52,43 | 1.865 | -49,65 |
