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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Grimes & Company, Inc. | 70.479 | -0,05 | 3.406 | 3,06 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34.105 | -48,15 | 1.648 | -46,56 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 10.795 | -50,00 | 522 | -48,47 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 4.216 | -6,08 | 204 | -3,33 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 15.626 | -6,48 | 755 | -3,45 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5.263 | -93,03 | 254 | -92,82 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 6.083 | -13,41 | 294 | -10,94 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 4.327 | -4,12 | 209 | -0,95 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 13.351 | -62,43 | 645 | -61,26 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 13.044 | -1,02 | 630 | 2,11 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 76.220 | -4,46 | 3.683 | -1,50 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 492.236 | -4,27 | 23.785 | -1,29 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 31.881 | -5,62 | 1.540 | -2,65 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 43.143 | -15,26 | 2.085 | -12,62 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 67.077 | -5,39 | 3.241 | -2,44 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5.861 | -5,56 | 283 | -2,41 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 30.642 | -12,05 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 14.442 | -2,66 | 698 | 0,29 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 91.801 | -22,10 | 4.436 | -19,68 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 368 | -7,77 | 18 | -5,56 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 29.960 | -22,40 | 1.448 | -20,01 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 76.715 | -2,65 | 3.707 | 0,38 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 319.997 | -0,17 | 15.462 | 2,94 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 98.944 | -22,68 | 4.781 | -20,28 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 84.229 | -11,85 | 4.070 | -9,11 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 4.901 | -0,12 | 237 | 3,06 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 105.860 | -10,69 | 5.115 | -7,90 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 739 | -1,86 | 36 | 0,00 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 15.503 | -3,70 | 795 | 5,31 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 7.462 | -3,53 | 361 | -0,55 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 84.263 | -3,14 | 4.072 | -0,12 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 30.521 | -5,58 | 1.474 | 147.300,00 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47.220 | -0,50 | 2.282 | 2,61 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 36.258 | -7,67 | 1.752 | -4,84 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4.597 | -4,37 | 222 | -1,33 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 58.222 | -1,08 | 2.813 | -6,36 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 290.530 | -16,57 | 14.038 | -13,97 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 11.227 | -12,35 | 542 | -9,67 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 51.849 | -1,09 | 2.505 | 2,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 38.439 | -38,46 | 1.857 | -36,53 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 3.743 | -2,80 | 0 | |||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 655.147 | -8,86 | 31.657 | -6,02 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 834 | -30,03 | 40 | -27,27 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 60.136 | -0,22 | 2.906 | 2,87 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 7.904 | -0,48 | 382 | 2,42 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 11.454 | -35,89 | 553 | -33,93 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 28.597 | -13,83 | 1.382 | -11,19 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 22.943 | -2,83 | 1.109 | 0,18 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 6.731 | -17,81 | 325 | -15,14 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 127.181 | -3,62 | 6.145 | 3,31 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 2.672 | -1,66 | 129 | 1,57 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.701 | -4,09 | 662 | 0,15 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 10.787 | -0,67 | 521 | 2,56 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 14.730 | -2,84 | 712 | 0,14 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 90.919 | -5,91 | 4.393 | -2,96 | ||||
| 2026-01-15 | 13F | Pinnacle Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 139 | -39,83 | 7 | -40,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 303.728 | -11,80 | 14.233 | -10,77 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 8.804 | -24,56 | 425 | -22,16 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 132.225 | -1,79 | 6.389 | 1,28 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 7.255 | -0,06 | 351 | 2,94 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 6.943 | -9,34 | 335 | -6,42 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 153.116 | -14,93 | 7.399 | -12,27 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 918 | -12,07 | 44 | -8,33 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 8.856 | -3,32 | 428 | -0,47 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 6.973 | -0,19 | 337 | 2,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 59.529 | -63,34 | 3 | -71,43 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 607 | -56,17 | 29 | -54,69 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 29.333 | -0,02 | 1.417 | 3,13 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 139.728 | -0,99 | 6.752 | 2,10 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 155.933 | -15,97 | 7.535 | -13,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 326.417 | -4,74 | 15.772 | -1,77 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 5.856 | -5,06 | 283 | -2,42 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 103.400 | -3,36 | 4.996 | -0,36 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 221.148 | -24,65 | 10.686 | -22,30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 248.750 | -0,51 | 12.020 | 2,59 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 228.575 | -32,25 | 11.045 | -30,15 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 89.325 | -4,00 | 4.316 | -1,01 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.896 | -7,54 | 237 | -4,84 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 33.887 | -2,54 | 1.637 | 0,49 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 607 | -25,25 | 28 | -24,32 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5.665 | -0,37 | 274 | 2,63 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 6.907 | -11,86 | 334 | -9,26 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 66.906 | -2,45 | 3.233 | 0,59 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 167.238 | -4,47 | 8.081 | -1,50 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 3.802 | -32,95 | 201 | -26,91 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 80.410 | -1,58 | 9.996 | 1,79 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 762 | -3,18 | 37 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 18.460 | -3,43 | 892 | -0,45 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Essex Savings Bank | 11.374 | -1,04 | 549 | 2,04 | ||||
| 2026-05-15 | 13F | Texas Permanent School Fund | 312.500 | -82,74 | 15.100 | -82,20 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 12.227 | -3,40 | 591 | -0,51 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 43.555 | -8,85 | 2.105 | -6,03 | ||||
| 2026-01-27 | 13F | Fortitude Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.437.727 | -6,75 | 69.471 | -3,84 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 305.899 | -3,62 | 14.781 | -0,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 103.255 | -3,80 | 4.989 | -0,80 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 201.674 | -1,21 | 9.745 | 1,86 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 16.258 | -1,37 | 786 | 0,51 | ||||
| 2026-01-07 | 13F | Qp Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 13.715 | -61,66 | 663 | -60,50 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 567.620 | -17,08 | 27.427 | -14,49 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 376.612 | -1,33 | 18.198 | 1,74 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 6.830 | -5,32 | 330 | -2,37 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 314 | -77,25 | 15 | -76,56 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 7.242 | -0,69 | 350 | 2,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 7.192.298 | -47,68 | 347.532 | -46,05 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 31.454 | -2,39 | 1.520 | 0,66 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2.347 | -10,32 | 113 | -7,38 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 27.362 | -2,54 | 1.322 | 0,53 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 570.265 | -6,80 | 27.555 | -3,90 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 5.742 | -8,25 | 277 | -5,46 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 78.028 | -5,11 | 3.770 | -2,15 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 2.206 | -94,21 | 103 | -94,16 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 359.055 | -15,58 | 17.350 | -12,95 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 322.548 | -2,75 | 15.586 | 0,28 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 366.585 | -23,01 | 17.716 | -20,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 25.223 | -7,26 | 1.182 | -6,20 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 11.182 | -2,07 | 540 | 0,93 | ||||
| 2026-05-12 | 13F | Royce & Associates Lp | 207.723 | -0,99 | 10.037 | 2,10 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 46.596 | -53,95 | 2.252 | -52,52 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 47.766 | -1,13 | 2.308 | 1,99 | ||||
| 2026-04-06 | 13F | CX Institutional | 16.917 | -12,85 | 1 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 25.011 | -1,87 | 1.209 | 1,17 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.694 | -68,64 | 82 | -67,98 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 44.656 | -1,58 | 2.158 | 1,46 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 60.272 | -75,43 | 2.912 | -74,98 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 58.354 | -0,63 | 2.820 | 2,47 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 22.863 | -20,91 | 1.105 | -18,46 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 4.329 | -2,37 | 209 | -5,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.887 | -14,00 | 188 | -11,37 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 77.820 | -9,99 | 3.760 | -7,18 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11.899 | -18,96 | 1 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4.289 | -12,54 | 207 | -9,61 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 9.566 | -5,25 | 462 | -2,33 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 64.197 | -1,53 | 3.159 | -1,68 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 2.607 | -22,53 | 126 | -20,38 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 30.191 | -15,95 | 1.459 | -13,37 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 6.618 | -6,15 | 320 | -3,33 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16.095 | -6,58 | 778 | -3,72 | ||||
| 2026-04-14 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 18.134 | -4,00 | 876 | -1,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 24.590.961 | -8,89 | 1.188.235 | -6,05 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 24.747 | -10,41 | 1.196 | -7,65 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 222.063 | -5,61 | 10.730 | -2,67 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 24.169 | -6,21 | 1.168 | -3,31 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.900.594 | -4,81 | 91.840 | -1,85 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 37.220 | -2,65 | 1.798 | 0,39 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 23.786 | -6,00 | 1.149 | -3,04 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1.113 | -17,31 | 54 | -15,87 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 7.855 | -0,32 | 380 | 2,71 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 542.399 | -7,24 | 26.209 | -4,35 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 7.242 | -44,03 | 350 | -42,41 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 12.097 | -6,74 | 585 | -3,79 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 9.510 | -6,77 | 460 | -3,97 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 16.608 | -18,66 | 802 | -16,11 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 13.069 | -7,61 | 665 | -0,75 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.920 | -13,32 | 334 | -10,70 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 7.649 | -12,35 | 406 | -7,31 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 14.026 | -0,26 | 678 | 2,89 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 148.342 | -2,01 | 7.168 | 1,03 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4.379 | -31,00 | 212 | -28,96 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 336.883 | -38,11 | 16.440 | -37,84 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 37.011 | -3,69 | 1.788 | -0,67 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 10.107 | -5,37 | 488 | -2,40 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 16.192 | -3,01 | 782 | 0,00 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8.755 | -11,81 | 423 | -9,03 | ||||
| 2026-04-08 | 13F | KWB Wealth | 548.831 | -9,12 | 25.718 | -9,12 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 58.622 | -0,52 | 2.833 | 2,57 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 214.545 | -4,27 | 10.367 | -1,29 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 4.343 | -67,31 | 210 | -66,40 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 9.989 | -2,03 | 533 | 11,74 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 5.680 | -18,62 | 274 | -16,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 237.266 | -33,69 | 12.796 | -24,40 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 20.794 | -13,35 | 1.005 | -10,68 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 249.324 | -1,09 | 11.683 | 0,06 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 42.805 | -0,89 | 2.068 | 2,22 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 53.261 | -17,12 | 2.574 | -14,55 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 5.367 | -5,19 | 288 | 8,68 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 6.507 | -2,12 | 0 | |||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 2.472 | -2,14 | 119 | 0,85 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 11.176 | -0,18 | 540 | 3,05 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.491 | -0,47 | 362 | 2,56 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 49.825 | -9,40 | 2.408 | -6,56 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 135.376 | -0,02 | 6.541 | 3,11 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28.257 | -15,60 | 1.328 | -15,31 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 15.158 | -8,25 | 732 | -5,43 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 23.569 | -21,89 | 1.139 | -19,46 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 465.372 | -23,25 | 22.487 | -20,86 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 4.666 | -0,30 | 225 | 2,74 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 44.111 | -4,02 | 2.131 | -1,02 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 4.470 | -9,75 | 216 | -7,33 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 11.454 | -3,42 | 554 | -0,36 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 14.830 | -0,24 | 717 | 2,87 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 61.664 | -15,71 | 3 | -33,33 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 24.186 | -11,17 | 1.169 | -8,39 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 2.208 | -52,11 | 107 | -50,93 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 7.047 | -10,74 | 341 | -8,11 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 8.338 | -1,70 | 403 | 1,26 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.313 | -1,25 | 547 | 1,87 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 118 | -83,52 | 6 | -84,85 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 142.110 | -0,01 | 6.867 | 3,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 85.604 | -62,73 | 6.001 | -44,24 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 118.444 | -12,20 | 5.723 | -9,46 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 963.862 | -1,71 | 46.574 | 1,36 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 71.608 | -1,26 | 3.460 | 1,82 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 33.330 | -2,39 | 1.611 | 0,63 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 5.218 | -24,00 | 252 | -21,50 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 11.378 | -0,60 | 555 | 1,28 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 5.804 | -0,26 | 280 | 2,94 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 15.195 | -23,86 | 734 | -21,50 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 10.730 | -4,75 | 518 | -1,71 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 5.724 | -0,33 | 277 | 2,60 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 8.988 | -0,73 | 434 | 2,36 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 5.298 | -7,59 | 256 | -4,48 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 10.104 | -8,59 | 0 | |||||
| 2025-12-11 | 13F/A | Seros Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 95.194 | -21,77 | 4.600 | -19,34 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 22.963 | -3,01 | 1.110 | 0,00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 292.052 | -1,65 | 14.112 | 1,41 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10.642 | -0,01 | 514 | 3,21 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 303.000 | -32,80 | 14.641 | -30,70 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 12.387 | -5,74 | 653 | 6,02 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8.474 | -0,62 | 409 | 2,51 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 11.331 | -16,04 | 548 | -13,45 | ||||
| 2026-05-05 | 13F | PFG Advisors | 8.677 | -30,12 | 419 | -27,88 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 45.351 | -3,30 | 2.191 | -0,27 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.610 | -15,49 | 271 | -12,86 | ||||
| 2026-05-07 | 13F | Fox Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 20.673.325 | -2,15 | 998.935 | 0,90 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 18.500 | -0,01 | 867 | 0,00 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 6.662 | -0,03 | 322 | 2,88 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 11 | -88,30 | 1 | -100,00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 25.104 | -0,30 | 1.213 | 2,88 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 945.778 | -4,95 | 45.700 | -1,98 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Berman McAleer LLC | 18.402 | -7,54 | 889 | -4,61 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 16.035 | -4,55 | 775 | -1,65 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 18.349 | -15,27 | 887 | -12,62 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3.821 | -2,35 | 185 | 0,55 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 7.390 | -0,28 | 354 | -5,61 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7.355 | -16,12 | 355 | -13,41 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 76.568 | -11,11 | 3.700 | -8,35 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 74.559 | -6,30 | 3.603 | -3,38 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 14.403 | -19,26 | 696 | -16,77 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 51.862 | -30,61 | 2.506 | -28,44 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.104 | -2,55 | 102 | 0,00 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5.132 | -6,94 | 248 | -3,88 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9.706 | -69,49 | 469 | -68,59 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 37.965 | -17,13 | 1.834 | -14,54 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 22.100 | -5,74 | 1.068 | -2,82 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 969.204 | -18,53 | 46.832 | -15,99 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 56.364 | -5,10 | 2.742 | -1,51 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 213.495 | -12,66 | 10.316 | -9,94 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.278 | -48,53 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 17.029 | -13,89 | 823 | -11,23 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 18.126 | -4,91 | 876 | -2,02 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 14.903 | -0,41 | 720 | 2,71 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 8.576 | -22,33 | 414 | -19,92 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 6.480 | -1,61 | 313 | 1,62 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 40.446 | -4,23 | 1.954 | -1,21 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 30.561 | -6,96 | 1.477 | -4,09 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 9.057 | -23,72 | 438 | -21,40 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 5.216 | -13,93 | 252 | -17,38 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 25.163 | -4,40 | 1.216 | -1,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 759.436 | -2,07 | 36.696 | 0,98 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 57.079 | -18,11 | 2.758 | -15,55 | ||||
| 2026-05-08 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 122.585 | -15,80 | 6 | -16,67 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 16.314 | -14,27 | 788 | -11,56 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 4.988 | -2,56 | 241 | -0,41 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 8.132 | -5,78 | 393 | -2,97 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 124.320 | -17,72 | 6.007 | -15,14 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 14.728 | -5,74 | 712 | -2,87 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 53.519 | -3,27 | 2.586 | -0,23 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.137.153 | -3,41 | 54.947 | -0,40 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 52.565 | -0,21 | 2.540 | 2,88 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 6.806 | -0,29 | 329 | 2,82 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 486.725 | -6,15 | 23.519 | -3,23 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 410 | -14,41 | 20 | -13,64 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 1.287.969 | -1,59 | 62.235 | 1,47 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Goodman Financial Corp | 42.473 | -0,91 | 2.052 | 2,19 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 6.950 | -4,98 | 336 | -2,05 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 66.334 | -4,53 | 3.205 | -1,54 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 103.204 | -61,68 | 4.987 | -60,49 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 5.288 | -15,15 | 248 | -14,24 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 17.928 | -0,29 | 866 | 2,85 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 43.012 | -0,29 | 2.078 | 2,82 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 189.103 | -74,68 | 9.137 | -73,89 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 10.299 | -3,36 | 498 | -0,40 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 16.543 | -0,52 | 1 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 55.883 | -6,53 | 2.700 | -3,61 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 376.271 | -2,47 | 18.181 | 0,58 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 47.510 | -0,04 | 2.296 | 3,05 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 4.357 | -2,68 | 211 | 0,48 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.071 | -4,86 | 390 | -2,02 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11.717 | -18,50 | 566 | -15,90 | ||||
| 2026-05-11 | 13F | Collier Financial | 148.220 | -1,92 | 7.162 | 1,13 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 25.638 | -17,58 | 1.239 | -14,80 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 90.239 | -5,27 | 4.360 | -2,33 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 81.676 | -14,78 | 4.208 | -6,32 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.841 | -7,47 | 475 | -4,62 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.776 | -7,44 | 327 | -5,76 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 617.033 | -3,87 | 29.815 | -0,87 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 24.686 | -12,31 | 1.193 | -9,63 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 349.866 | -1,85 | 16.906 | 1,21 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 861.902 | -6,97 | 42 | -99,91 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 201 | -59,39 | 10 | -60,87 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 820 | -11,35 | 40 | -9,30 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 6.912 | -8,56 | 334 | -5,65 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 903 | -75,05 | 44 | -74,56 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 92.801 | -1,40 | 4.484 | 1,68 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 39.638 | -6,92 | 1.915 | -4,01 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 146.587 | -0,52 | 7.083 | 2,59 | ||||
| 2026-04-21 | 13F | Ketron Financial | 6.993 | -0,14 | 338 | 2,74 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 240 | -52,00 | 12 | -52,17 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 6.803 | -66,56 | 329 | -55,19 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 5.248 | -16,78 | 254 | -14,24 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 775 | -95,18 | 37 | -95,08 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.546 | -1,41 | 510 | 1,60 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.333 | -14,50 | 64 | -12,33 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 341 | -29,40 | 16 | -27,27 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 25.773 | -11,29 | 1.245 | -8,52 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 3.175 | -5,76 | 153 | -2,55 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6.181 | -4,73 | 299 | -1,97 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 44.330 | -0,81 | 2.142 | 2,29 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8.312 | -2,58 | 402 | 0,50 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 22.187 | -0,07 | 1.072 | 3,08 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 22.079 | -6,41 | 1.067 | -3,53 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 104.370 | -17,76 | 5.043 | -15,20 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 6.072 | -21,21 | 293 | -18,84 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 96.912 | -44,00 | 5 | -50,00 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 457.334 | -1,59 | 22.098 | 1,47 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 12.758 | -11,32 | 616 | -8,61 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 431.328 | -5,07 | 20.842 | -2,12 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 375.765 | -2,56 | 18 | 0,00 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 62.945 | -0,67 | 3.045 | 2,42 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 86.420 | -14,48 | 4.176 | -11,83 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 13 | -89,43 | 1 | -100,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.224 | -6,89 | 397 | -3,87 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 9.160 | -13,26 | 443 | -10,53 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 35.092 | -5,20 | 1.696 | -2,25 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 7.026 | -7,56 | 339 | -4,78 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 774.051 | -23,49 | 37.402 | 79.478,72 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.463 | -1,29 | 457 | 1,78 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 4.904 | -15,96 | 262 | -10,92 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 17.713 | -0,66 | 856 | 2,40 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 6.789 | -7,62 | 328 | -4,65 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.656 | -4,97 | 129 | -7,86 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 105.206 | -0,87 | 5.084 | 2,23 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 13.944 | -19,67 | 674 | -17,22 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.466 | -7,21 | 264 | -4,35 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 10.513 | -10,09 | 508 | -7,31 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 126.702 | -1,34 | 6.122 | 1,73 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 27.028 | -6,89 | 1.306 | -4,04 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 777 | -97,87 | 38 | 2,78 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 4.219 | -19,52 | 204 | -17,14 |
