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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 111.724 | -31,03 | 15.568 | 74.033,33 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.480 | -47,90 | 328 | -50,68 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6.534 | -8,86 | 863 | -13,53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5.940 | -15,54 | 785 | -20,00 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 8.313 | -0,44 | 1.098 | -5,59 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 7.879 | -10,01 | 1.041 | -14,68 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3.201 | -4,30 | 423 | -9,44 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 18.150 | -45,34 | 2.398 | -48,20 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 4.869 | -5,80 | 643 | -10,69 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 4.660 | -0,53 | 616 | -5,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 999.244 | -1,22 | 132.000 | -6,36 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.027 | -2,74 | 268 | -7,93 | ||||
| 2026-04-29 | 13F | Dsm Capital Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 773 | -42,74 | 0 | |||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 10.241 | -12,61 | 1.353 | -17,16 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 19.172 | -4,14 | 2.533 | -9,12 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6.876 | -30,16 | 908 | -33,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 307.264 | -0,24 | 40.590 | -5,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 780 | -2,38 | 103 | -7,21 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 8.278 | -1,26 | 1.094 | -6,42 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4.295 | -0,37 | 567 | -5,50 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 5.806 | -4,73 | 767 | -9,78 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 13.085 | -6,68 | 1.729 | -11,75 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 53.404 | -1,70 | 7.055 | -6,80 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.048 | -3,18 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 860 | -10,88 | 114 | -15,67 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 1.787 | -1,38 | 236 | -6,35 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 4.181 | -6,19 | 552 | -11,11 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 4.210 | -3,26 | 556 | -8,25 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.743 | -0,06 | 230 | -5,35 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21.128 | -0,07 | 2.791 | -5,30 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 4.167 | -63,57 | 550 | -65,47 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 39.936 | -6,45 | 5.276 | -11,31 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.142 | -5,22 | 415 | -10,17 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 7.459 | -0,23 | 985 | -5,38 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 2.500 | -16,67 | 330 | -21,05 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 5.590 | -12,66 | 738 | -17,17 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 28.247 | -5,21 | 3.731 | -10,14 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 1.544 | -2,77 | 204 | -8,14 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 2.489 | -4,96 | 329 | -9,89 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 15.892 | -0,48 | 2.099 | -5,66 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 3.148 | -0,60 | 416 | -5,90 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 471 | -67,72 | 62 | -69,46 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 6.119 | -9,47 | 808 | -14,13 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 572.548 | -2,27 | 75.634 | -7,35 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 3.365 | -1,17 | 445 | -6,33 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 50.149 | -1,83 | 6.625 | -6,94 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 29.230 | -9,12 | 3.861 | -13,84 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 76.312 | -18,09 | 10.174 | -22,93 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 492 | -96,35 | 65 | -96,59 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5.054 | -0,20 | 668 | -5,39 | ||||
| 2026-05-20 | 13F | Boothe Investment Group, Inc. | 1.626 | -7,98 | 215 | -13,01 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 2.280 | -36,12 | 301 | -39,44 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50.520 | -3,40 | 6.674 | -8,43 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 198.443 | -67,28 | 26.214 | -68,98 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 5.435 | -0,48 | 718 | -5,66 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3.084 | -2,68 | 407 | -7,71 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 394.202 | -3,55 | 50.691 | -10,99 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 698 | -1,41 | 92 | -6,12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 350.383 | -6,75 | 46.286 | -11,60 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 424 | -14,17 | 59 | -11,94 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10.055 | -1,98 | 1.328 | -7,07 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4.984 | -1,91 | 658 | -7,06 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.989 | -3,32 | 1.055 | -8,34 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 14.656 | -0,51 | 2.042 | 2,20 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5.220 | -0,46 | 690 | -5,62 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 381.019 | -26,86 | 50.333 | -30,66 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 9.646 | -0,99 | 1.274 | -6,12 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Panoramic Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 11.492 | -7,30 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 279.709 | -2,77 | 37 | -10,00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.601 | -0,12 | 344 | -5,25 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 5.188 | -10,72 | 1 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 1.688 | -0,76 | 223 | -5,91 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2.068 | -32,17 | 273 | -35,61 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 41.692 | -0,65 | 5.507 | -5,81 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1.952 | -8,01 | 258 | -12,88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3.429 | -26,98 | 453 | -30,73 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.337 | -1,02 | 309 | -6,10 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4.396 | -1,79 | 581 | -5,23 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 20.325 | -5,27 | 2.685 | -10,20 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 17.538 | -5,02 | 2.317 | -9,95 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 6.847 | -48,20 | 904 | -50,92 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 781 | -33,64 | 99 | -40,24 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 13.922 | -0,73 | 1.839 | -5,89 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 97.527 | -0,49 | 12.883 | -5,66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.461.098 | -9,59 | 193.011 | -14,29 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 12.464 | -11,45 | 1.647 | -16,06 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 487.435 | -2,74 | 64.390 | -7,79 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.064.924 | -2,82 | 140.676 | -7,87 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 2.351 | -0,63 | 311 | -5,78 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 34.381 | -3,07 | 4.542 | -8,11 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 8.314 | -2,50 | 1.098 | -7,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 63.131 | -4,61 | 8.340 | -9,57 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 36.430 | -16,95 | 4.812 | -21,27 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 12.030 | -0,36 | 1.589 | -5,53 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 8.739 | -4,07 | 1.154 | -8,85 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.897 | -0,84 | 264 | -0,75 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4.414 | -1,05 | 583 | -6,12 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 13.929 | -0,32 | 1.840 | -5,55 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 11.590 | -5,82 | 1.531 | -10,68 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 314 | -99,28 | 41 | -4,65 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.998 | -1,83 | 396 | -6,82 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.100 | -2,22 | 145 | -7,05 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 3.353 | -1,18 | 443 | -6,36 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.046 | -2,85 | 667 | -7,88 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 8.075 | -6,33 | 1.067 | -11,24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 11 | -67,65 | 1 | -75,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 14.686 | -15,22 | 1.940 | 96.900,00 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 4.596 | -0,56 | 607 | -5,75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 94.823 | -6,00 | 12.526 | -10,89 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14.145 | -12,45 | 1.671 | -25,81 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 29.897 | -1,65 | 4.166 | 1,04 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15.117 | -0,15 | 2.182 | 2,01 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 142 | -44,31 | 19 | -48,57 | ||||
| 2026-04-23 | 13F | Simmons Bank | 22.310 | -6,77 | 2.947 | -11,61 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.763 | -11,02 | 629 | -15,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.692 | -0,02 | 654 | 2,67 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1.551 | -3,12 | 205 | -8,52 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2.170 | -2,25 | 287 | -7,44 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10.823 | -7,04 | 1.430 | -11,90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45.819 | -4,90 | 6 | 0,00 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 4.777 | -0,19 | 631 | -5,26 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 11.648 | -1,08 | 1.539 | -6,22 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5.241 | -3,36 | 692 | -8,34 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9.939 | -1,39 | 1.313 | -6,55 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 46 | -72,12 | 6 | -72,73 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 437 | -60,38 | 58 | -62,75 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.991 | -1,78 | 263 | -6,74 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 12.232 | -0,68 | 1.616 | -5,89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11.809 | -0,07 | 1.560 | -5,29 | ||||
| 2026-04-15 | 13F/A | Sl Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | McGinn Investment Management, Inc. | 3.618 | -21,14 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1.914 | -65,68 | 253 | -67,57 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.005 | -51,59 | 133 | -54,33 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5.295 | -1,93 | 700 | -7,05 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.015 | -7,12 | 398 | -11,95 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 24.475 | -2,35 | 3.233 | -7,42 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 112 | -8,20 | 15 | -17,65 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.743 | -6,14 | 230 | -10,85 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 275 | -45,00 | 36 | -47,83 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.908 | -1,04 | 516 | -6,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46.178 | -8,98 | 6.103 | -13,71 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 549 | -24,69 | 73 | -28,71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 29.291 | -4,90 | 3.901 | -9,11 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.421 | -3,59 | 716 | -8,56 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 4.629 | -1,15 | 611 | -6,29 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39.041 | -0,51 | 5.157 | -5,67 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 2.300 | -0,30 | 304 | -5,61 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2.453 | -42,38 | 324 | -43,85 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 61 | -85,81 | 8 | -86,44 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 574 | -81,48 | 74 | -83,22 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 13.005 | -2,69 | 1.718 | -7,79 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 14.916 | -7,16 | 1.970 | -11,97 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 9.555 | -1,29 | 1.262 | -6,38 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 2.000 | -25,93 | 264 | -29,79 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 7.765 | -0,49 | 1.026 | -5,70 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 12.220 | -5,78 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2.983 | -1,91 | 394 | -6,86 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 28.940 | -0,02 | 4.033 | 2,70 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 38.147 | -2,60 | 5.039 | -7,66 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 219 | -64,62 | 31 | -63,86 | ||||
| 2026-04-13 | 13F | Trust Co | 13.736 | -0,46 | 1.815 | -5,62 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 57.289 | -0,56 | 7.568 | -5,73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 356 | -38,19 | 47 | -41,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12.434 | -1,43 | 1.642 | -6,55 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 13.358 | -1,14 | 1.765 | -6,27 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14.401 | -0,83 | 1.902 | -5,98 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 69.939 | -45,24 | 9.239 | -48,09 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 31.618 | -4,05 | 4.177 | -9,04 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 2.925 | -25,70 | 386 | -29,56 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19.599 | -0,48 | 2.627 | -5,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2.963 | -12,85 | 391 | -17,34 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 29.333 | -3,77 | 3.875 | -8,78 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 9.920 | -0,66 | 1.310 | -5,82 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 66.029 | -0,00 | 8.722 | -5,20 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 426 | -13,94 | 59 | -11,94 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 8.180 | -2,39 | 1.081 | -7,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 130.090 | -2,62 | 17.185 | -7,68 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 4.959 | -43,07 | 655 | -46,00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.620 | -2,23 | 214 | -6,96 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.938 | -12,86 | 290 | -6,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1.870 | -91,69 | 247 | -92,13 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 10.519 | -5,71 | 1.390 | -10,62 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.865 | -0,07 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 164.695 | -7,25 | 21.756 | -12,07 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 28.164 | -4,72 | 3.720 | -9,66 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 18.442 | -2,01 | 2.436 | -7,09 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.197 | -3,39 | 290 | -8,23 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.630 | -2,12 | 347 | -7,22 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3.960 | -10,69 | 523 | -15,24 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 10.835 | -0,06 | 1.431 | -5,23 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 3.775 | -0,66 | 499 | -5,86 |
