Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 65,861 | -0.42 | 14,297 | -0.56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 22,815 | -1.53 | 4,817 | -1.95 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,007,806 | -0.98 | 212,798 | -1.41 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 114,342 | -2.46 | 24,143 | -2.88 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 22,453 | -53.01 | 4,741 | -54.70 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 37,608 | -12.40 | 8,281 | -9.04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 808,494 | -12.13 | 170,713 | -12.51 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 9,431 | -2.73 | 1,991 | -3.16 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 198,903 | -0.59 | 41,998 | -1.03 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 156,003 | -3.19 | 32,940 | -3.61 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2,227 | -11.42 | 470 | -11.82 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 660,573 | -9.70 | 139,528 | -10.06 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 80,286 | -6.09 | 16,952 | -6.50 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 53,138 | -56.15 | 11,220 | -56.34 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1,465 | -2.01 | 309 | -2.52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 104,257 | -8.93 | 22,014 | -9.32 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 5,320 | -0.47 | 1,123 | -0.88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15,534 | -2.58 | 3,280 | -2.99 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7,007 | -4.17 | 1,480 | -4.58 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4,012 | -9.13 | 871 | -6.94 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 2,253 | -6.71 | 478 | -4.22 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 6,445 | -1.50 | 1,361 | -1.95 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 19,266 | -6.31 | 4,068 | -6.72 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 5,205 | -0.97 | 1,099 | -1.35 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29,828 | -0.41 | 6,298 | -0.83 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 997 | -16.85 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4,675 | -1.79 | 987 | -2.18 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1,159 | -38.94 | 245 | -39.30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 277,079 | -16.06 | 58,505 | -16.42 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1,912 | -9.47 | 404 | -9.84 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2,076 | -16.36 | 438 | -16.73 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7,389 | -2.29 | 1,560 | -0.06 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 70,134 | -1.16 | 14,873 | 1.50 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 9,811 | -6.38 | 2,072 | -6.80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 923 | -13.33 | 195 | -13.78 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9,058 | -37.87 | 1,913 | -38.14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 26,751 | -0.22 | 5,649 | -0.65 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 4,385 | -0.27 | 926 | -0.75 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3,535 | -17.85 | 746 | -18.20 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7,066 | -11.25 | 1,492 | -11.61 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2,026 | -7.99 | 428 | -8.37 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 92,755 | -33.51 | 19,585 | -33.80 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 6,154 | -1.88 | 1,299 | -2.33 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 585 | -1.18 | 123 | -1.60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-14 | 13F | Us Bancorp \de\ | 196,475 | -57.91 | 41,487 | -58.09 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1,303 | -0.15 | 275 | -0.36 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4,271 | -4.17 | 902 | -4.66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2,328 | -34.05 | 492 | -34.36 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 1,551 | -1.08 | 347 | 4.22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15,354 | -3.88 | 3,242 | -4.28 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 11,691 | -2.74 | 2,469 | -3.18 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,240 | -2.18 | 473 | -2.47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14,923,957 | -2.32 | 3,151,194 | -2.75 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 24,575 | -8.27 | 5,189 | -8.66 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 3,448 | -0.12 | 728 | -0.55 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7,092 | -12.84 | 1,497 | -13.22 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1,721,079 | -18.18 | 363,406 | -18.54 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 236 | -14.80 | 50 | -15.52 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Bank OZK | 1,952 | -1.31 | 412 | -1.67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 4,573 | -1.85 | 966 | -2.33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255,631 | -13.19 | 53,976 | -13.57 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 10,056 | -6.52 | 2,123 | -6.93 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 79,738 | -10.85 | 16,837 | -11.24 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1,715 | -9.11 | 362 | -9.50 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2,561 | -5.81 | 541 | -6.25 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 33,186 | -0.07 | 7,007 | -0.50 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5,974 | -0.98 | 1,261 | -1.41 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5,235 | -5.59 | 1,105 | -5.96 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 929 | -22.97 | 71 | -18.60 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 69,142 | -5.72 | 14,599 | -6.13 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 9,073 | -3.33 | 1,916 | -3.77 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1,494 | -0.99 | 316 | -1.56 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 6,028 | -0.12 | 1,273 | -0.55 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 385,302 | -2.00 | 81,356 | -2.42 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 57,649 | -4.46 | 12,173 | -4.88 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1,170 | -22.05 | 247 | -22.33 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 93,533 | -10.55 | 19,749 | -10.94 | ||||
| 2026-04-06 | 13F | CX Institutional | 208,906 | -33.06 | 44 | -33.33 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2,550 | -5.59 | 538 | -5.94 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1,332 | -90.15 | 281 | -90.20 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4,997 | -36.07 | 1,055 | -36.33 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4,772 | -52.17 | 1,008 | -52.41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 43,477 | -7.63 | 9,180 | -10.93 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17,894 | -7.44 | 3,778 | -7.83 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 3,779 | -3.05 | 798 | -3.51 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7,951 | -24.86 | 1,679 | -25.19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 10,063 | -4.50 | 2,125 | -4.92 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9,768 | -10.06 | 2,063 | -10.46 | ||||
| 2026-05-13 | 13F | Invst, LLC | 73,869 | -19.55 | 15,597 | -19.90 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 6,622 | -1.93 | 1,398 | -2.31 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 931 | -14.98 | 196 | -15.52 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 35,716 | -1.42 | 7,541 | -1.85 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 25,705 | -5.77 | 5,428 | -8.37 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 436 | -4.80 | 92 | -5.15 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 128,382 | -0.84 | 27,764 | 1.11 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 18,353 | -5.50 | 3,875 | -5.90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 686,613 | -7.41 | 145,140 | -7.80 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3,719 | -17.15 | 785 | -19.16 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4,134 | -51.56 | 873 | -51.80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5,677 | -4.75 | 1,179 | -7.39 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 1,653 | -24.86 | 343 | -26.87 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1,044 | -23.80 | 221 | -24.14 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 2,717 | -1.38 | 574 | -1.88 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 11,342 | -9.55 | 2,395 | -9.97 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1,939 | -12.66 | 409 | -12.98 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 129,776 | -0.46 | 27,402 | -0.89 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23,384 | -1.55 | 4,938 | -1.99 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 9,597 | -0.27 | 2,026 | -0.69 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 53,694 | -5.03 | 11,337 | -5.45 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5,456 | -0.82 | 1,152 | -1.20 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101,369 | -1.78 | 21,404 | -2.21 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 4,602 | -11.86 | 972 | -12.29 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 96,778 | -7.32 | 20,435 | -11.47 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 16,206 | -2.00 | 3,422 | -2.45 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 565 | -7.68 | 119 | -7.75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 45,100 | -22.77 | 9,523 | -23.11 | |||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 119,949 | -0.07 | 25,327 | -0.50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 21,600 | -7.69 | 4,561 | -8.10 | |||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18,559 | -19.90 | 3,917 | -20.29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4,284 | -5.12 | 905 | -5.54 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1,240 | -11.17 | 262 | -11.82 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8,520 | -2.37 | 1,799 | -2.81 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | First Merchants Corp | 86,659 | -0.17 | 18,298 | -0.60 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1,053 | -38.39 | 222 | -38.67 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1,272 | -5.50 | 269 | -5.96 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 7,665 | -0.13 | 1,618 | -0.55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1,568 | -11.51 | 331 | -11.73 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 91 | -3.19 | 19 | 0.00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2,038 | -22.04 | 430 | -22.38 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 973 | -7.33 | 214 | -6.99 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156,320 | -30.20 | 33,007 | -30.50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 7,119 | -1.03 | 1,503 | -1.44 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 8,484 | -0.43 | 1,791 | -0.89 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 37,365 | -1.88 | 7,890 | -2.30 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 186,041 | -2.07 | 39,415 | -3.34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16,177 | -35.74 | 3,416 | -34.30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 288,317 | -2.28 | 61,143 | -2.27 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2,834 | -7.45 | 599 | -7.86 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3,793 | -23.99 | 801 | -24.39 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6,123 | -9.94 | 1,293 | -10.34 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 2,186 | -4.08 | 462 | -4.55 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1,308 | -10.78 | 276 | -10.97 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2,314 | -0.47 | 489 | -1.01 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 5,229 | -0.15 | 1 | 0.00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 148,510 | -7.14 | 31,358 | -7.54 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1,143 | -1.80 | 241 | -2.03 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1,304 | -1.51 | 275 | -1.79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4,641 | -2.54 | 980 | -2.87 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 36,200 | -0.38 | 7,644 | -0.82 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 10,965 | -3.38 | 2,315 | -3.78 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10,107 | -4.43 | 2,134 | 106,600.00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 510,593 | -2.80 | 107,812 | -3.22 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 7,388 | -5.75 | 1,560 | -6.14 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 9,199 | -1.10 | 1,942 | -1.52 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 2,781 | -28.62 | 587 | -28.93 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 19,871 | -2.13 | 4,196 | -2.56 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5,317 | -2.37 | 1,123 | -2.77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341,229 | -5.44 | 72,364 | -2.90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 64,177 | -0.76 | 13,551 | -1.20 | ||||
| 2026-04-22 | 13F | Vicus Capital | 32,184 | -2.58 | 6,796 | -3.00 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 84,945 | -17.86 | 17,936 | -18.22 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 89,693 | -2.70 | 18,939 | -3.13 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 91,290 | -0.19 | 19,276 | -0.63 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 38,460 | -0.80 | 8 | 0.00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6,855 | -3.57 | 1,447 | -3.98 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5,316 | -0.06 | 1,122 | -0.44 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 14,327 | -1.52 | 3,025 | -1.94 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9,965 | -20.25 | 2,104 | -20.60 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3,748 | -50.41 | 791 | -51.59 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 1,201 | -23.16 | 254 | -23.56 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1,245 | -24.59 | 263 | -25.14 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 30,920 | -1.27 | 6,529 | -1.67 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1,126,708 | -5.40 | 237,831 | -5.85 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 7,884 | -3.39 | 1,665 | -3.82 | ||||
| 2026-05-08 | 13F | Bokf, Na | 93,168 | -31.33 | 19,672 | -31.63 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 46,312 | -5.44 | 9,779 | -5.85 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2,534 | -3.50 | 535 | -3.96 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2,826 | -9.91 | 597 | -10.38 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1,453 | -2.29 | 320 | -0.62 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 3,079 | -3.57 | 650 | -3.99 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3,231 | -43.24 | 682 | -43.50 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 43,461 | -10.64 | 9,177 | -11.03 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13,765 | -4.12 | 2,906 | -4.53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3,222 | -1.17 | 680 | -1.59 | ||||
| 2026-04-16 | 13F | Security National Bank | 569 | -63.50 | 120 | -63.64 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 97,554 | -3.49 | 20,599 | -4.58 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4,075 | -14.16 | 860 | -14.51 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1,770 | -12.89 | 374 | -13.26 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4,594 | -8.30 | 970 | -8.76 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 49,229 | -2.87 | 10,395 | -3.29 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 11,545 | -4.23 | 2,438 | -4.66 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 5,436 | -4.90 | 1,148 | -5.36 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1,032 | -7.19 | 218 | -7.66 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 292,133 | -1.57 | 61,684 | -1.99 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 275,383 | -3.58 | 60,835 | 0.44 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 2,077 | -3.80 | 439 | -4.16 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 15,253 | -2.58 | 3,221 | -3.01 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 25,815 | -3.08 | 5,451 | -3.51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 155,610 | -6.03 | 32,857 | -6.44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 4,907 | -30.08 | 1,036 | -30.38 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2,125 | -2.43 | 449 | -2.82 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 32,291 | -3.16 | 6,818 | -3.58 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3,856 | -3.94 | 814 | -4.35 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 76,322 | -5.14 | 16,115 | -5.55 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2,649 | -17.86 | 559 | -18.16 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 1,637 | -22.78 | 346 | -23.16 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8,829 | -0.50 | 1,864 | -0.90 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 119 | -95.00 | 25 | -95.05 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 15,214 | -0.72 | 3,212 | -1.14 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 16,251 | -25.43 | 3,431 | -25.75 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3,545 | -1.45 | 748 | -1.84 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 28,099 | -2.77 | 5,933 | -3.18 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1,349,230 | -8.28 | 285 | -8.68 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 3,236 | -0.37 | 683 | -0.73 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 19,242 | -1.55 | 4,063 | -3.90 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20,702 | -0.75 | 4 | 0.00 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 5,798 | -7.54 | 1,224 | -7.90 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 8,177 | -1.17 | 1,727 | -1.60 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 418,113 | -7.64 | 88,285 | -8.04 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 398,536 | -6.60 | 84,151 | -7.00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1,147 | -2.55 | 242 | -2.81 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 83,202 | -1.23 | 17,568 | -1.66 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 653 | -8.29 | 138 | -8.67 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 9,433 | -24.42 | 1,843 | -30.35 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2,148,592 | -15.42 | 453,675 | -15.78 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5,005 | -0.93 | 1,057 | -1.40 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 1,816 | -2.42 | 383 | -2.79 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 6,770 | -0.24 | 1,429 | -0.69 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 49,609 | -7.15 | 10,475 | -7.56 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 30,038 | -6.53 | 6,343 | -6.93 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 17,701 | -15.08 | 3,738 | -15.45 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 94,814 | -0.82 | 20,020 | -1.25 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10,490 | -8.48 | 2,215 | -8.89 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 2,003 | -0.10 | 423 | -2.99 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3,728 | -2.41 | 787 | -2.84 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 49,012 | -0.25 | 10,349 | -0.69 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 13,679 | -58.81 | 2,888 | -58.99 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 7,614 | -2.37 | 1,608 | -2.78 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 23,423 | -0.59 | 4,946 | -1.02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127,933 | -9.91 | 27,013 | -10.30 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 15,570 | -2.03 | 3,288 | -2.46 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1,268 | -4.80 | 268 | -5.32 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7,930 | -0.34 | 1,675 | -0.77 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3,335 | -17.78 | 704 | -18.14 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 8,284 | -4.42 | 1,749 | -4.79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45,806 | -7.38 | 9,672 | -7.78 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 135,177 | -2.33 | 28,543 | -2.75 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 6,851 | -10.97 | 1,447 | -11.34 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 44,811 | -3.13 | 9,304 | -5.15 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 22,235 | -9.56 | 4,695 | -9.96 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 7,676 | -8.97 | 1,621 | -9.40 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10,096 | -0.88 | 2,148 | -2.54 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9,805 | -19.85 | 2,070 | -20.20 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 31,813 | -4.52 | 6,717 | -4.94 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2,711 | -7.32 | 572 | -7.74 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2,508 | -4.49 | 552 | -4.17 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2,346 | -0.55 | 495 | -1.00 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 130 | -7.14 | 27 | -6.90 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 24,899 | -0.18 | 5,257 | -0.61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35,833 | -39.06 | 7,566 | -39.32 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 48,283 | -0.69 | 10,195 | -1.13 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1,472 | -16.55 | 311 | -17.11 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 385 | -2.53 | 81 | -2.41 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 2,219 | -4.11 | 469 | -4.49 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 158,047 | -10.78 | 33,425 | -11.02 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 155,810 | -15.56 | 32,899 | -15.93 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8,246 | -77.44 | 1,740 | -77.56 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1,308 | -0.30 | 276 | -0.72 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 8,856 | -4.99 | 1,873 | -5.26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,620,965 | -12.17 | 342,267 | -12.55 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 51,514 | -0.15 | 10,877 | -0.58 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 33,450 | -8.68 | 7,063 | -9.09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6,213,297 | -0.81 | 1,311,937 | -1.24 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 967 | -25.67 | 191 | -19.49 | ||||
| 2026-04-23 | 13F | American National Bank | 254 | -30.22 | 54 | -31.17 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 70,489 | -3.45 | 14,884 | -3.87 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7,041 | -6.38 | 1,487 | -6.83 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1,964 | -9.99 | 415 | -10.39 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 338 | -34.75 | 71 | -34.86 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 17,325 | -4.19 | 3,658 | -4.59 | ||||
| 2026-05-15 | 13F | Family Management Corp | 616 | -10.07 | 130 | -10.34 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 118 | -6.35 | 25 | -7.69 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23,930 | -32.25 | 5,053 | -32.55 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7,518 | -56.85 | 1,587 | -57.04 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 21,157 | -0.93 | 4,467 | -1.35 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 1,672 | -2.62 | 353 | -3.02 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1,735 | -0.97 | 366 | -1.35 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 1,393 | -23.80 | 312 | -12.61 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 205 | -0.49 | 43 | 0.00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2,071 | -2.22 | 437 | -2.67 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 5,026 | -5.63 | 1,061 | -6.02 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 41,765 | -1.04 | 8,857 | 1.63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 275,581 | -5.04 | 58,189 | -5.45 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 4,405 | -0.43 | 930 | -0.85 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 227,910 | -1.51 | 48,123 | -1.93 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 883 | -12.49 | 186 | -12.68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9,209 | -2.95 | 1,944 | -3.38 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 12,560 | -0.70 | 2,652 | -1.12 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 103,218 | -0.13 | 22 | 0.00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 5,212 | -0.08 | 1,101 | -0.54 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1,357 | -5.17 | 287 | -5.61 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7,275 | -0.74 | 1,536 | -1.16 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5,656 | -30.62 | 1,194 | -30.90 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8,124 | -0.83 | 1,715 | -1.27 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5,298 | -5.02 | 1,119 | -5.41 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 11,138 | -6.11 | 2,352 | -6.52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1,610 | -11.25 | 340 | -11.72 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 78,118 | -1.67 | 16,495 | -2.10 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 24,624 | -3.38 | 5,199 | -3.79 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 15,861 | -8.34 | 3,349 | -11.07 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8,768 | -10.98 | 1,851 | -11.35 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 302,973 | -8.48 | 63,973 | -8.88 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9,297 | -2.62 | 1,966 | -2.87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2,153 | -10.22 | 455 | -10.63 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9,139 | -3.39 | 1,930 | -3.84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 902,104 | -6.56 | 190,479 | -6.97 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7,719 | -7.49 | 1,630 | -7.91 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 279 | -0.36 | 59 | -1.69 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 101,291 | -30.83 | 21,388 | -31.13 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 23,511 | -1.95 | 4,965 | -2.38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 13,782 | -1.92 | 2,910 | -2.38 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 41,978 | -5.25 | 8,864 | -5.66 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6,149 | -6.12 | 1,298 | -6.55 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 19,280 | -4.38 | 4,071 | -4.82 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 12 | -94.00 | 3 | -95.24 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 117 | -25.48 | 25 | -25.00 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1,313 | -3.81 | 277 | -4.15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4,660 | -8.77 | 984 | -9.14 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 14,559 | -0.75 | 3,074 | -1.16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1,710 | -8.26 | 361 | -8.61 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5,662 | -6.54 | 1,196 | -6.93 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 66,079 | -5.90 | 13,953 | -6.31 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2,199,311 | -10.87 | 464 | -11.28 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 6,459 | -27.60 | 1,364 | -27.92 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 4,789 | -17.23 | 1,011 | -17.60 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 154 | -43.59 | 33 | -43.86 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11,526 | -36.60 | 2,210 | -42.68 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34,708 | -15.98 | 7,667 | -12.49 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 53,000 | -37.98 | 11,191 | -38.26 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 23,740 | -1.31 | 5,013 | -1.74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5,368 | -0.07 | 1,133 | -0.53 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2,145 | -68.48 | 453 | -68.68 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17,182,077 | -8.35 | 3,567,515 | -10.27 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 34,515 | -13.25 | 7,288 | -13.63 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 1,999 | -5.93 | 422 | -6.22 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 16,525 | -1.36 | 3,489 | -1.77 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2,532 | -2.47 | 535 | -2.91 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 996 | -9.95 | 210 | -10.26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 20,873 | -12.12 | 4,427 | -9.77 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 112,059 | -26.52 | 23,661 | -11.11 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2,000 | -49.37 | 422 | -49.58 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 1,709 | -12.76 | 361 | -13.25 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 130,581 | -2.15 | 27,572 | -2.58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 20,883 | -4.22 | 4,409 | -4.65 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1,395 | -11.93 | 295 | -12.24 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1,895 | -7.70 | 400 | -8.05 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19,585 | -11.92 | 4,135 | -12.30 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 733 | -0.95 | 155 | -1.28 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 99,492 | -8.76 | 21,008 | -13.25 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 7,258 | -3.25 | 1,532 | -3.65 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 193,455 | -4.40 | 40,848 | -4.82 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3,720 | -3.65 | 785 | -0.38 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8,233 | -5.44 | 1,738 | -5.85 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3,295,130 | -3.37 | 695,767 | -3.79 | ||||
| 2026-02-26 | 13F/A | Blackston Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5,186 | -4.69 | 1,095 | -5.12 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 13,968 | -1.31 | 2,949 | -1.73 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 35,081 | -0.26 | 7,440 | -0.25 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3,080 | -0.74 | 650 | -1.22 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 72,579 | -3.42 | 15,325 | -3.84 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 121,242 | -21.58 | 25,600 | -21.93 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 69,367 | -0.97 | 14,647 | -1.40 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 1,642 | -1.74 | 347 | -2.26 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 130 | -45.15 | 28 | -46.00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2,285 | -12.92 | 482 | -13.31 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,367 | -72.61 | 1,344 | -72.74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 121,373 | -2.73 | 25,628 | -3.15 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 12,346 | -0.48 | 2,607 | -0.91 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 1,172 | -10.40 | 247 | -10.83 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 5,176 | -11.52 | 1,093 | -11.94 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 6,200 | -73.84 | 1,309 | -73.96 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 17,545 | -6.25 | 3,711 | -6.50 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 131,716 | -14.80 | 18,798 | -20.63 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 1,820 | -1.62 | 384 | -2.04 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1,318 | -11.60 | 278 | -12.03 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 50,741 | -7.06 | 10,714 | -7.47 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 41,042 | -2.44 | 8,666 | -2.87 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,593,920 | -11.72 | 547,706 | -12.10 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 16,258 | -0.28 | 3,433 | -0.72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,271,013 | -3.09 | 479,524 | -3.51 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 7,023 | -9.72 | 1,483 | -10.13 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 6,980 | -4.61 | 1,474 | -5.03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 20,288 | -2.85 | 4,284 | -3.27 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2,015 | -6.93 | 425 | -7.41 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4,569 | -8.62 | 965 | -9.06 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 13,810 | -17.46 | 2,916 | -17.84 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2,844 | -1.08 | 601 | 1.18 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3,101 | -69.44 | 655 | -69.61 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 82,186 | -8.43 | 17,354 | -8.82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10,505,241 | -4.61 | 2,218,182 | -5.03 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 5,990 | -2.47 | 1,265 | -2.92 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 6,451 | -2.46 | 1,362 | -2.85 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11,397 | -0.58 | 2,406 | -1.03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4,089 | -1.42 | 863 | -1.82 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6,140 | -1.84 | 1,297 | -2.26 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,810 | -3.21 | 382 | -3.54 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 15,835 | -5.66 | 3,344 | -6.07 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1,777 | -34.69 | 375 | -35.01 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 74,881 | -2.24 | 15,811 | -2.66 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 94,899 | -6.93 | 20,038 | -7.33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8,279 | -2.31 | 1,748 | -2.73 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3,273 | -8.06 | 691 | -8.36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 700 | -5.79 | 148 | -6.37 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2,225 | -21.93 | 470 | -22.35 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 384 | -0.26 | 81 | 0.00 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 75,688 | -9.03 | 15,982 | -9.43 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 171,699 | -0.39 | 36,254 | -0.82 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 18 | -5.26 | 4 | -25.00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1,286 | -3.60 | 272 | -3.90 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 79,335 | -0.41 | 16,752 | -0.84 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28,264 | -4.16 | 5,968 | -4.56 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28,494 | -18.68 | 5,916 | -20.38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 19,852 | -15.53 | 4,192 | -15.91 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 21,213 | -6.00 | 4,479 | -6.39 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1,004 | -3.37 | 212 | -4.09 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 16,591 | -0.50 | 3,503 | -0.93 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 2,635 | -1.57 | 556 | -1.94 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11,880 | -1.17 | 2,509 | -1.61 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 5,689 | -5.81 | 1,201 | -6.17 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 3,312 | -17.86 | 699 | -18.25 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 4,527 | -5.25 | 956 | -5.73 | ||||
| 2026-05-11 | 13F | Boston Partners | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 96,875 | -1.07 | 20,455 | -3.84 | ||||
| 2026-04-30 | 13F | Conning Inc. | 5,390 | -13.44 | 1,138 | -13.79 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 1,013 | -5.42 | 214 | -6.17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2,370 | -54.05 | 500 | -54.25 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 105,494 | -0.85 | 22,275 | -1.29 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 165,861 | -19.10 | 35,022 | -19.45 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 62,807 | -0.83 | 13,262 | -1.27 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6,307 | -9.86 | 1,332 | -10.25 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10,300 | -0.95 | 2,175 | -1.41 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 23,916 | -6.96 | 5,050 | -7.37 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5,413 | -5.83 | 1,143 | -6.23 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 16,129 | -26.49 | 3,406 | -26.81 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16,533 | -4.90 | 3,491 | -5.29 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 15,183 | -0.60 | 3,206 | -1.05 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 238,627 | -0.63 | 50,386 | -1.06 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4,777 | -48.97 | 1,009 | -49.22 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3,552 | -9.06 | 750 | -9.42 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 14,835 | -17.73 | 3,132 | -18.10 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 4,854 | -80.34 | 1,025 | -80.45 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 187,653 | -8.46 | 39,623 | -8.86 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 9,468 | -0.39 | 1,999 | -0.79 | ||||
| 2026-05-14 | 13F | Betterment LLC | 357,479 | -3.31 | 75 | -3.85 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 113,434 | -0.40 | 23,952 | -0.83 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43,974 | -0.30 | 9,285 | -0.73 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 10,051 | -1.13 | 2,122 | -1.53 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 119,082 | -7.61 | 25,063 | -8.31 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 24,196 | -1.48 | 5,131 | -3.61 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11,086 | -6.19 | 2,341 | -6.62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 657 | -96.52 | 139 | -96.55 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200 | -6.54 | 42 | -6.67 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4,070 | -1.93 | 859 | -2.39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 12,437 | -2.14 | 2,626 | -2.56 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 17,923 | -0.24 | 3,784 | -0.68 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 5,740 | -9.39 | 1,212 | -9.75 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7,620 | -5.91 | 1,609 | -6.35 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 399 | -33.28 | 84 | -33.33 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,413 | -0.45 | 510 | -0.97 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 58 | -93.76 | 12 | -93.72 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 25,136 | -5.23 | 5,307 | -5.64 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1,283 | -1.31 | 279 | -1.06 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1,407 | -12.66 | 297 | -12.90 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 34,465 | -3.25 | 7,277 | -3.67 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 27,846 | -3.25 | 5,880 | -3.67 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 90,141 | -5.53 | 19,033 | -5.94 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12,743 | -4.64 | 2,691 | -5.05 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2,526 | -11.62 | 533 | -12.05 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 20,740 | -24.73 | 4,379 | -25.06 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2,934 | -20.57 | 620 | -20.95 | ||||
| 2026-05-15 | 13F | Fmr Llc | 818,444 | -0.20 | 172,815 | -0.63 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 13,548 | -3.24 | 2,861 | -3.67 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 28,545 | -1.77 | 6,027 | -2.19 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1,080 | -6.74 | 228 | -6.94 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8,610 | -2.45 | 1,818 | -2.83 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1,155 | -4.55 | 244 | -5.08 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 139,963 | -2.31 | 29,553 | -2.73 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 105,481 | -1.39 | 22,272 | -1.82 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1,037 | -47.71 | 219 | -48.10 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5,649 | -10.83 | 1,193 | -11.24 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 109 | -71.16 | 23 | -71.25 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 133,708 | -6.98 | 28,232 | -7.38 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 53,757 | -2.28 | 11,351 | -2.70 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2,362 | -0.46 | 499 | -0.99 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 6,142 | -1.88 | 1,297 | -2.34 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 27,063 | -0.17 | 5,714 | -0.61 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 88,440 | -1.06 | 18,674 | -1.49 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 7,890 | -0.54 | 1,666 | -1.01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 155,844 | -4.66 | 32,906 | -5.07 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 103,851 | -0.68 | 21,928 | -1.11 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 283,312 | -0.82 | 59,821 | -1.25 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 16,655 | -11.24 | 3,517 | -11.64 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 38,795 | -36.77 | 8,192 | -37.05 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 5,246 | -4.17 | 1,108 | -4.57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 559,319 | -5.23 | 118,100 | -5.64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3,126 | -16.17 | 660 | -16.46 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2,128 | -32.51 | 449 | -32.78 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 57,163 | -9.33 | 12,070 | -9.72 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1,623 | -1.64 | 343 | -2.01 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 42,252 | -11.86 | 8,922 | -12.25 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72,597 | -3.32 | 15,329 | -3.74 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 995 | -20.27 | 210 | -20.45 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 93,773 | -1.95 | 19,800 | -2.38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27,729,455 | -2.34 | 5,855,075 | -2.76 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 14,166 | -0.15 | 2,991 | -2.51 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 187,139 | -1.61 | 39,514 | -2.04 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Marex Group plc | 1,155 | -25.63 | 244 | -26.14 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 112 | -35.63 | 24 | -36.11 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,208 | -50.84 | 2 | -66.67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1,722 | -10.27 | 364 | -10.59 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 1,101 | -75.50 | 232 | -75.83 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 23,166 | -0.95 | 4,892 | -1.39 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7,010 | -4.44 | 1,482 | -4.69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9,755 | -0.83 | 2,060 | -1.29 | ||||
| 2026-05-12 | 13F | Birnam Oak Advisors, LP | 5,000 | -50.00 | 1,056 | -50.24 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 47,410 | -1.77 | 10 | 0.00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 12,158 | -24.78 | 3 | -33.33 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 786,105 | -4.04 | 165,986 | -4.46 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 5,970 | -5.54 | 1,261 | -5.97 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 13,638 | -1.66 | 2,880 | -2.11 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 965,589 | -2.46 | 203,884 | -2.88 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 2,578 | -5.91 | 544 | -6.37 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 150,230 | -1.11 | 31,721 | -1.54 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 177,216 | -10.96 | 37,419 | -11.35 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 1,293 | -1.45 | 273 | -1.80 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 12,836 | -1.41 | 2,710 | -1.85 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 6,331 | -3.18 | 1,337 | -3.61 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 13,624 | -9.72 | 2,877 | -10.12 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 2,352 | -9.15 | 497 | -9.65 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 138,943 | -21.41 | 29,338 | -21.75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 17,494 | -2.51 | 3,694 | -2.94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 200,292 | -4.28 | 42,292 | -4.70 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 150,908 | -0.96 | 31,864 | -1.38 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1,706 | -14.23 | 360 | -15.29 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3,657 | -12.78 | 772 | -13.16 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 8,508 | -0.48 | 1,796 | -0.88 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 135,868 | -17.92 | 28,638 | -18.39 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 6,788 | -0.69 | 1,433 | -1.10 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8,939 | -19.28 | 1,887 | -19.63 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1,995 | -2.44 | 421 | -2.77 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 96,818 | -0.21 | 20,443 | -0.65 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5,316 | -15.63 | 1,123 | -16.02 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,226 | -12.24 | 259 | -12.84 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8,757 | -7.08 | 1,849 | -7.46 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 6,157 | -0.16 | 1,381 | 5.59 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2,025 | -32.86 | 428 | -33.18 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 4,268 | -0.54 | 901 | -0.88 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1,465 | -11.27 | 0 | |||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 572,662 | -3.28 | 120,918 | -3.70 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 19,402 | -13.59 | 4,325 | -9.18 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 6,850 | -9.03 | 1,453 | -9.02 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5,622 | -1.47 | 1,192 | 1.19 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2,566,919 | -0.48 | 542,005 | 99,168.13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2,676 | -6.76 | 565 | -7.07 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11,601 | -19.00 | 2,450 | -19.36 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3,877 | -15.90 | 819 | -16.27 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 309,598 | -4.47 | 65,372 | -4.88 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 830 | -2.35 | 175 | -2.78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7,761 | -5.65 | 1,639 | -6.08 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19,035 | -0.31 | 4,019 | -0.74 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 1,080 | -10.60 | 228 | -10.94 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 9,930 | -0.45 | 2,097 | -0.90 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2,503 | -5.65 | 529 | -6.05 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 32,462 | -5.67 | 6,854 | -6.07 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 4,804 | -0.29 | 1,014 | -0.69 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4,997 | -0.44 | 1,055 | -0.85 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 25,701 | -13.14 | 5 | -16.67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 14,519 | -7.34 | 3,066 | -7.74 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 1,663 | -51.77 | 351 | -51.98 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2,649 | -2.00 | 559 | -2.44 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97,730 | -10.86 | 20,636 | -11.25 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 371,946 | -2.90 | 78,537 | -3.32 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 51 | -89.55 | 11 | -90.00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 3,875 | -3.00 | 818 | -3.42 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4,354 | -17.44 | 978 | -10.68 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 33,323 | -1.61 | 7,036 | -2.03 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 19,252 | -11.86 | 4,238 | -10.31 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 11,917 | -0.11 | 2,516 | -0.55 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 18,295 | -2.60 | 3,863 | -3.04 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 1,450 | -15.45 | 306 | -15.70 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 3,290 | -23.26 | 695 | -23.65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 5,442 | -15.97 | 1,149 | -16.31 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 80,372 | -10.40 | 16,971 | -10.79 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 2,901 | -76.48 | 613 | -76.60 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 20,865 | -2.94 | 4,406 | -3.36 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 957 | -10.64 | 202 | -11.01 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1,754 | -25.61 | 370 | -26.00 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 7,361 | -1.39 | 1,554 | -1.83 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 7,030 | -0.62 | 1,484 | -1.07 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1,361 | -0.87 | 287 | -1.37 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 31,659 | -0.66 | 6,714 | 2.01 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 3,825 | -7.83 | 811 | -5.37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10,359 | -4.34 | 2,188 | -4.75 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 29,307 | -3.76 | 6,188 | -4.17 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1,184 | -11.90 | 250 | -12.28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1,138,151 | -3.41 | 240,321 | -3.83 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1,553 | -9.18 | 328 | -9.39 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 725 | -9.60 | 153 | -10.00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1,130 | -39.18 | 239 | -39.59 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,568 | -0.85 | 542 | -1.28 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 17,853 | -3.01 | 3,770 | -3.43 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 3,043 | -14.33 | 643 | -14.74 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 135,184 | -5.02 | 28,544 | -5.43 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 22,858 | -0.45 | 4,826 | -0.88 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 11,368 | -0.32 | 2,400 | -0.74 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2,829 | -0.32 | 597 | -0.67 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 53,278 | -1.71 | 11,250 | -2.14 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4,177 | -0.52 | 909 | -0.44 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 15,973 | -10.55 | 3,373 | -10.94 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 26,244 | -7.58 | 5,541 | -7.97 | ||||
| 2026-05-07 | 13F | Davis Selected Advisers | 11,624 | -90.85 | 2,454 | -90.89 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 6,836 | -0.73 | 1,443 | -1.16 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 12,125 | -20.95 | 2,560 | -21.28 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 15,816 | -5.77 | 3,340 | -8.37 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 8,187 | -0.10 | 1,729 | -0.52 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1,559 | -22.75 | 329 | -22.95 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 9,715 | -1.36 | 2,051 | -1.77 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 43,751 | -9.21 | 9,238 | -9.59 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 21,516 | -0.29 | 4,543 | -0.72 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 21,587 | -2.48 | 4,558 | -2.90 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 96,014 | -0.78 | 20,273 | -1.21 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 31,081 | -1.25 | 6,563 | -1.68 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 16,037 | -32.31 | 3,386 | -32.60 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 61,561 | -0.14 | 13,011 | -0.57 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 9,403 | -0.97 | 1,985 | -1.39 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 29,096 | -10.37 | 6,144 | -10.76 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3,531 | -6.54 | 746 | -6.99 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 26,887 | -8.79 | 5,677 | -9.18 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Helium Advisors LLC | 3,404 | -2.18 | 719 | -2.58 | ||||
| 2026-05-06 | 13F | Anb Bank | 1,029 | -9.18 | 217 | -9.58 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3,247 | -54.57 | 686 | -54.79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 18,744 | -38.18 | 3,958 | -38.46 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 149,006 | -9.86 | 31,463 | -10.25 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,009,200 | -2.29 | 638,025 | -2.34 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7,875 | -1.19 | 1,670 | 1.52 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 3,448 | -0.92 | 728 | -1.36 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3,744 | -3.88 | 790 | -4.24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 23,034 | -48.34 | 5,150 | -47.27 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Camden National Bank | 3,467 | -2.78 | 732 | -3.17 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 2,467 | -23.67 | 521 | -22.04 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 1,223 | -2.00 | 258 | -2.27 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 97,684 | -6.42 | 20,626 | -6.83 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 14,249 | -72.60 | 3,009 | -72.73 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 298,049 | -3.54 | 62,933 | -3.96 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 495 | -41.28 | 105 | -41.57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 6,667 | -7.08 | 1,408 | -7.50 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 11,604 | -0.51 | 2,450 | -0.93 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 620 | -7.74 | 131 | -5.07 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 1,435 | -1.37 | 303 | -1.62 | ||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 550 | -99.53 | 116 | 0.00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 59,317 | -1.62 | 12,525 | -2.05 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 |
