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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.104 | -0,58 | 598 | 1,18 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.417 | -37,77 | 203 | -37,35 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 12.894 | -19,10 | 1.880 | -17,73 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 24 | -44,19 | 3 | -50,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19.001 | -4,24 | 2.770 | -2,60 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16.141 | -25,30 | 2.353 | -24,00 | ||||
| 2026-04-20 | 13F | 25 Llc | 75.262 | -1,81 | 10.972 | -0,13 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28.496 | -9,66 | 4.154 | -8,12 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 38.177 | -2,25 | 5.566 | -0,59 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7.039 | -0,13 | 1.026 | 1,58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.176 | -49,44 | 184 | -44,74 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5.444 | -1,22 | 794 | 0,51 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 87.524 | -0,44 | 12.754 | 1,27 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.658 | -15,97 | 1.116 | -14,55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37.978 | -2,14 | 6 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.011 | -34,61 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 200 | -50,00 | 31 | -46,55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9.782 | -0,28 | 1.426 | 1,49 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11.459 | -0,03 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 221.200 | -0,25 | 32.249 | 1,46 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 17.883 | -2,20 | 2.607 | -0,50 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8.373 | -2,92 | 1.221 | -1,29 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2.752 | -19,41 | 401 | -18,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 167.852 | -0,53 | 26.897 | 11,20 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4.669 | -16,42 | 681 | -15,00 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 1.482 | -92,93 | 216 | -92,81 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2.041 | -30,13 | 298 | -28,95 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 70.413 | -1,50 | 10.265 | 0,19 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.078 | -1,70 | 303 | -0,33 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 48.491 | -2,95 | 7.070 | -1,28 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 9.595 | -16,11 | 1.399 | -14,70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 218.510 | -2,22 | 31.857 | -0,55 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.562 | -1,88 | 228 | -0,44 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 752 | -8,63 | 111 | -9,02 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8.457 | -0,12 | 1.233 | 1,57 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1.870 | -0,53 | 273 | 1,12 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 66.342 | -2,90 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.220 | -3,71 | 175 | -3,33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 287.104 | -18,26 | 41.857 | -16,86 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.246 | -8,43 | 473 | -6,89 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 1.445 | -4,68 | 211 | -3,23 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11.260 | -5,31 | 1.642 | -3,70 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 175.578 | -16,29 | 25.598 | -14,86 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20.490 | -0,87 | 2.987 | 0,81 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15.612 | -1,31 | 2.276 | 0,40 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 31.730 | -15,36 | 4.626 | -13,92 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1.479 | -0,27 | 216 | 1,42 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | -36,84 | 28 | -37,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13.776 | -2,33 | 2.008 | -0,64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 31.847 | -2,01 | 4.643 | -0,34 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 514 | -12,14 | 75 | -10,84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.021 | -6,35 | 440 | -4,76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 5.510 | -0,67 | 803 | 1,01 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 12.419 | -26,78 | 1.811 | -25,55 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.694 | -0,55 | 7.099 | 1,15 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 12.609 | -1,18 | 1.838 | 0,55 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 228 | -6,56 | 33 | -2,94 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 52 | -63,89 | 8 | -65,00 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 516 | -9,47 | 75 | -7,41 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 2.825 | -0,18 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 8.679 | -2,18 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 63.006 | -3,34 | 9.186 | -1,68 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 1.454 | -5,03 | 212 | -3,65 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 3.705 | -0,54 | 540 | 1,31 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.253 | -17,94 | 183 | -16,51 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11.926 | -18,13 | 2 | -50,00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15.338 | -2,04 | 2.236 | -0,36 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 22.811 | -8,38 | 3.326 | -6,81 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | -9,72 | 9 | -10,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 350 | -19,91 | 52 | -17,74 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.135 | -78,97 | 311 | -78,63 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 62.813 | -0,22 | 9.158 | 1,50 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 8.310 | -11,31 | 1.212 | -9,83 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 45.606 | -3,37 | 6.750 | -0,22 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 67.810 | -10,02 | 9.886 | -8,48 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17.696 | -41,56 | 2.596 | -41,61 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24.070 | -2,42 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117.741 | -0,23 | 17.165 | 1,48 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 37.839 | -31,80 | 5.516 | -30,63 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 25.758 | -8,21 | 3.755 | -6,64 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 832 | -13,87 | 121 | -12,32 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.584 | -42,03 | 523 | -41,08 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.457 | -56,48 | 212 | -55,74 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 67.703 | -19,07 | 9.870 | -17,68 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 16 | -33,33 | 2 | -33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.563 | -2,84 | 367 | -2,39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 5.342 | -3,50 | 779 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 92.943 | -0,34 | 13.550 | 1,37 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 14.151 | -7,44 | 2.063 | -5,84 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 344 | -88,65 | 50 | -88,48 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.603 | -2,02 | 230 | -1,72 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 67 | -11,84 | 10 | -10,00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3.328 | -1,89 | 477 | -1,45 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.099.303 | -6,93 | 160.267 | -5,33 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1.572 | -17,09 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8.071 | -4,08 | 1.177 | -2,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.046 | -34,87 | 152 | -33,91 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 7 | -56,25 | 1 | -50,00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.390 | -1,97 | 348 | -0,29 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 44.941 | -0,77 | 6.552 | 0,92 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.636 | -0,24 | 239 | 1,28 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.660 | -38,70 | 534 | -37,66 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 23.478 | -2,87 | 3.423 | -1,21 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9.909 | -2,09 | 1.444 | -0,41 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 65.399 | -3,46 | 9.535 | -1,80 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 44 | -83,27 | 6 | -80,00 | ||||
| 2026-05-15 | 13F | State Street Corp | 272.361 | -29,35 | 39.708 | -28,13 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6.925 | -40,59 | 1.010 | -39,58 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 15.723 | -1,02 | 2.292 | 0,70 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 162 | -16,49 | 24 | -14,81 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 75 | -50,00 | 11 | -52,38 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1.504 | -17,68 | 220 | -16,41 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 14.367 | -4,78 | 2.095 | -3,15 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 18.088 | -2,51 | 2.637 | -0,83 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.877 | -0,05 | 1 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1.551 | -40,69 | 226 | -39,57 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 970 | -34,01 | 141 | -32,86 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 42.839 | -6,32 | 6.245 | -4,83 | ||||
| 2026-05-11 | 13F | Commerce Bank | 33.999 | -6,87 | 4.957 | -5,28 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4.682 | -0,53 | 671 | 0,15 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 707 | -5,86 | 103 | -3,74 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7.976 | -0,03 | 1.163 | 1,66 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.204 | -3,63 | 321 | -1,83 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 13.457 | -0,16 | 1.962 | 1,55 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6.260 | -3,17 | 913 | -1,51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4.422 | -4,84 | 645 | -3,30 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 18.577 | -0,41 | 2.708 | 1,31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 9.202 | -2,10 | 1.342 | -0,45 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2.409 | -2,94 | 351 | -1,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3.501 | -12,58 | 502 | 8,44 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31.560 | -22,01 | 4.601 | -20,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12.778 | -2,75 | 1.863 | -1,12 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5.247 | -0,32 | 752 | 0,27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 313.974 | -9,58 | 45.774 | -8,03 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.024 | -6,38 | 441 | -4,76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1.249 | -6,09 | 203 | -0,98 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12.049 | -1,44 | 1.757 | 0,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7.234 | -69,15 | 1.055 | -68,63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.573 | -23,42 | 229 | -22,11 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 32.316 | -2,32 | 4.711 | -0,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.608 | -0,99 | 238 | 2,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 12.806 | -16,17 | 1.867 | -14,76 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 30.302 | -8,33 | 4.418 | -6,76 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 5.476 | -23,22 | 798 | -21,92 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 3.799 | -26,79 | 554 | -25,57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1.815.974 | -3,22 | 265 | -1,49 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1.467.778 | -0,12 | 213.987 | 1,60 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7.637 | -0,60 | 1.113 | 1,09 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1.872 | -16,28 | 273 | -15,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 47.496 | -9,14 | 6.924 | -7,58 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.002 | -1,40 | 875 | 0,34 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 27.284 | -8,14 | 3.978 | -6,58 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 22.754 | -0,35 | 3.624 | 6,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18.403 | -13,63 | 2.683 | -12,15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5.386 | -2,05 | 785 | -0,63 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.437 | -0,57 | 355 | 1,14 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12.750 | -8,08 | 1.859 | -6,54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3.420 | -0,44 | 499 | 1,22 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 14.535 | -10,74 | 2.119 | -9,17 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1.577 | -0,06 | 230 | 1,33 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14.179 | -0,55 | 2.067 | 1,17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.311 | -0,45 | 483 | 1,26 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 85.655 | -0,10 | 12.488 | 1,61 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 14.990 | -49,91 | 2.149 | -49,64 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 900 | -99,30 | 131 | 2,34 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.265 | -39,84 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.231 | -8,54 | 179 | -6,77 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17.793 | -1,62 | 2.594 | 0,04 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 80.766 | -4,47 | 11.775 | -2,83 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10.635 | -2,25 | 1.550 | -0,58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275.442 | -3,90 | 39.479 | 98.597,50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.368 | -2,83 | 491 | -1,01 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 101.322 | -10,88 | 15 | -12,50 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3.991 | -4,09 | 582 | -2,52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 7.340 | -1,58 | 1.070 | 0,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 71.845 | -8,48 | 10.474 | -6,91 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 9.914 | -10,79 | 1.445 | -9,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4.989 | -35,33 | 727 | -34,21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 47.879 | -2,65 | 6.980 | -0,98 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 555 | -54,91 | 81 | -54,55 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9.039 | -4,81 | 1.296 | -4,29 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.636 | -3,83 | 514 | -5,34 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 61.141 | -3,30 | 8.914 | -1,64 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 7.155 | -19,48 | 1.043 | -18,07 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 181.224 | -39,11 | 26.421 | -38,06 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3.583 | -15,81 | 522 | -14,43 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 83.522 | -1,39 | 12.177 | 0,30 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 44.160 | -7,23 | 6.438 | -5,63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33.841 | -1,23 | 4.934 | 0,45 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2.183 | -5,21 | 318 | -3,64 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 105.728 | -0,87 | 15.414 | 0,83 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 63 | -44,25 | 9 | -43,75 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 17.853 | -12,17 | 2.603 | -10,68 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 109.193 | -40,62 | 15.919 | -39,60 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 6.558 | -5,44 | 956 | -3,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 50.128 | -31,15 | 7.308 | -29,97 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.673 | -0,94 | 535 | 0,75 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 68.039 | -1,95 | 9.919 | -0,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 208.276 | -6,22 | 30.365 | -4,61 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3.520 | -3,80 | 513 | -5,52 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3.301 | -99,98 | 481 | -97,76 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26.011 | -13,83 | 3.792 | -12,34 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2.503 | -0,79 | 365 | 0,83 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3.088 | -6,79 | 450 | -5,06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 7.936 | -0,19 | 1.157 | 1,49 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3.440 | -12,65 | 502 | -11,17 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 13.970 | -6,14 | 2.037 | -4,55 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 56.981 | -2,40 | 8.307 | -0,73 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.687 | -2,72 | 538 | -1,10 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5.055 | -0,14 | 737 | 1,52 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 13.143 | -18,58 | 1.916 | -17,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4.528 | -5,31 | 660 | -3,65 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 287.330 | -7,95 | 41.895 | -6,37 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 8.818 | -1,91 | 1.286 | -0,23 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 74.611 | -13,80 | 10.878 | -12,32 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28.653 | -2,13 | 4.177 | -0,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1.084 | -64,45 | 158 | -63,84 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 72 | -2,70 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 58.557 | -82,69 | 8.537 | -82,39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 274.375 | -4,62 | 39.975 | -3,04 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10.519 | -16,37 | 1.534 | -14,93 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 26.669 | -42,08 | 3.888 | -41,08 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3.251 | -6,45 | 474 | -5,02 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.979 | -11,68 | 434 | -10,14 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.657 | -9,55 | 242 | -8,02 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 5.247 | -1,58 | 765 | 0,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8.734 | -3,79 | 1.273 | -2,15 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 1.656 | -7,59 | 241 | -5,86 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2.537 | -34,55 | 370 | -33,51 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14.285 | -5,23 | 2.083 | -3,61 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 3.024 | -7,38 | 441 | -7,56 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 4.125 | -7,57 | 601 | -5,95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 1.905.214 | -1,68 | 277.761 | 0,01 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 3.733 | -32,32 | 544 | -31,14 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 21.451 | -0,37 | 3.127 | 1,33 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206.351 | -2,35 | 30.084 | -0,68 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11.575 | -0,51 | 1.650 | 5,57 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 28.285 | -0,91 | 4.124 | 0,78 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 223 | -2,62 | 33 | 0,00 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3.063 | -0,81 | 447 | 0,90 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8.440 | -4,83 | 1.230 | -3,23 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 180.872 | -3,19 | 27.767 | 1,20 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 10.192 | -9,37 | 1.486 | -7,82 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.739 | -1,13 | 691 | 0,58 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 179.696 | -0,49 | 26.198 | 1,22 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 116.383 | -44,36 | 16.967 | -43,41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 32.747 | -8,54 | 4.774 | -6,96 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.588 | -7,84 | 232 | -6,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 253.524 | -23,26 | 36.961 | -21,94 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.933 | -1,81 | 719 | -0,14 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9.907 | -4,88 | 1.444 | -3,22 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 174 | -8,42 | 25 | -7,41 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 82.905 | -0,97 | 12.087 | 0,73 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 475.989 | -5,21 | 69.394 | -3,58 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 18.633 | -0,24 | 2.717 | 1,46 |
