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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Bank Hapoalim Bm | 154,934 | -23.58 | 93 | -27.56 | ||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 349,162 | -6.30 | 208,642 | -10.72 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 4,832 | -10.62 | 2,887 | -14.84 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 448,433 | -4.86 | 267,961 | -9.35 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 25,688 | -1.92 | 15,350 | -6.55 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 226,423 | -8.58 | 141,997 | -6.38 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2,492 | -1.31 | 1,489 | -5.94 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 39,351 | -30.31 | 23,514 | -33.60 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 23,960 | -23.41 | 14,317 | -27.02 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1,332 | -6.39 | 796 | -10.76 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 78,457 | -1.69 | 46,882 | -6.33 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 4,799 | -0.10 | 3 | -33.33 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 1,326 | -3.00 | 792 | -7.48 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9,897 | -0.17 | 5,914 | -4.87 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 229 | -56.63 | 137 | -58.91 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 229 | -91.35 | 137 | -91.80 | ||||
| 2026-02-17 | 13F | Scientech Research LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Bank of New Hampshire | 16,251 | -3.03 | 9,711 | -7.60 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5,851 | -1.96 | 3,496 | -6.57 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 8,453 | -0.25 | 5,051 | -4.95 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 7,309 | -3.69 | 4,368 | -8.24 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 38,829 | -0.73 | 23,202 | -5.41 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 305 | -2.24 | 182 | -7.18 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 9,153 | -1.98 | 5,470 | -6.59 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 401,695 | -21.70 | 240,061 | -24.39 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 10,300 | -78.44 | 6,155 | -79.46 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1,394 | -11.44 | 833 | -15.70 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 304 | -7.60 | 192 | -8.61 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 4,691 | -15.83 | 2,804 | -19.80 | ||||
| 2026-05-13 | 13F | Inlet Private Wealth, LLC | 682 | -1.45 | 408 | -6.00 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2,755 | -1.43 | 1,646 | -6.05 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 784 | -2.49 | 468 | -7.14 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 3,915 | -3.36 | 2,455 | -1.01 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 107 | -96.38 | 64 | -96.60 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1,928 | -4.51 | 1,152 | -8.93 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 7,439 | -1.10 | 4,445 | -5.77 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 5,712 | -0.83 | 3,413 | -5.54 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 35,100 | -18.56 | 20,974 | -22.40 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 17,068 | -21.07 | 10,197 | 78,330.77 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 878 | -3.62 | 525 | -8.23 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 3,834 | -16.45 | 2,291 | -20.37 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 2,560 | -0.43 | 1,529 | -5.15 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 245 | -59.50 | 146 | -61.48 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 521 | -11.54 | 311 | -15.72 | ||||
| 2026-04-21 | 13F | Maseco Llp | 35,683 | -2.73 | 21,328 | -7.29 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 4,160 | -0.07 | 2,486 | -4.79 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 5,342 | -55.00 | 3,192 | -57.13 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 543 | -1.81 | 325 | -6.36 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13,067 | -8.70 | 7,808 | -13.00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 724 | -8.35 | 433 | -12.73 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 663,340 | -2.64 | 396,379 | -7.23 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 66,023 | -1.96 | 39,452 | -6.58 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2,036 | -3.09 | 1,277 | -0.78 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 6,694 | -2.39 | 4,000 | -7.00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 3,987 | -8.15 | 2,383 | -12.49 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 2,553 | -71.80 | 1,526 | -73.14 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1,272 | -1.17 | 760 | -5.82 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 437 | -6.62 | 261 | -10.92 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 23,798 | -25.55 | 14,220 | -29.06 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 923 | -4.55 | 551 | -9.08 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 1,488 | -84.12 | 889 | -84.87 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 1,597 | -13.16 | 954 | -17.26 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 135 | -20.59 | 81 | -24.53 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 317,194 | -6.23 | 189,539 | -10.66 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 11,413 | -2.77 | 6,820 | -7.35 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 229,422 | -20.88 | 137,091 | -24.61 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 22,527 | -0.70 | 13,461 | -5.38 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1,776 | -7.69 | 1,061 | -12.02 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 11,735 | -1.81 | 7,012 | -6.43 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 11,295 | -65.72 | 6,749 | -67.34 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 138,703 | -0.48 | 82,882 | -5.17 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 41,480 | -6.14 | 24,787 | -10.57 | ||||
| 2026-04-29 | 13F | Axis Capital Holdings Ltd | 405,502 | -2.03 | 242,308 | -6.65 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 225 | -50.44 | 135 | -52.82 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1,076 | -0.37 | 643 | -5.17 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 21,188 | -0.87 | 13 | -7.69 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 1,265 | -28.37 | 756 | -31.80 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 5,697 | -3.21 | 3,404 | -7.78 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 89,639 | -3.21 | 53,564 | -7.78 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 13,942 | -3.34 | 8,331 | -7.89 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 1,206 | -0.74 | 721 | -5.51 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 3,026 | -2.76 | 1,808 | -7.33 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 20,318 | -2.07 | 12,141 | -6.69 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 317,375 | -4.63 | 189,647 | -9.13 | ||||
| 2026-05-06 | 13F | Nelson Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 3,064 | -1.13 | 1,831 | -5.82 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7,470 | -42.60 | 4,464 | -45.71 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 62,660 | -5.55 | 37,442 | -10.00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2,332 | -1.31 | 1,393 | -6.01 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 239,969 | -10.28 | 143,394 | -14.52 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 209,633 | -14.70 | 125,266 | -18.72 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1,182 | -3.43 | 706 | -7.95 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 9,131 | -0.32 | 5,456 | -5.03 | ||||
| 2026-05-13 | 13F | West Chester Capital Advisors, Inc | 125,540 | -2.88 | 75,016 | -7.46 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1,779 | -23.42 | 1,063 | -26.99 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2,852 | -1.62 | 1,865 | 0.92 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 651 | -34.38 | 389 | -37.46 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1,130,127 | -2.32 | 675,307 | -6.93 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 597 | -52.81 | 357 | -55.11 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 960 | -0.62 | 574 | -5.45 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 28,248 | -3.14 | 16,879 | -7.71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 5,117 | -2.83 | 3,058 | -7.42 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 14,242 | -7.12 | 8,510 | -11.49 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 41,241 | -13.81 | 24,644 | -17.87 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 55,074 | -2.46 | 32,909 | -7.06 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 434 | -73.03 | 259 | -74.33 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 7,989 | -18.01 | 4,774 | -21.88 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 341,435 | -1.17 | 204,044 | -5.83 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 427,746 | -1.07 | 255,600 | -5.73 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 12,737 | -26.22 | 8 | -30.00 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 387 | -17.48 | 225 | -23.81 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 5,499 | -0.54 | 3,286 | -5.25 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 758 | -19.45 | 453 | -23.35 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2,946 | -0.24 | 1,774 | -4.16 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 3,716 | -0.43 | 2,221 | -5.13 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 802 | -1.47 | 479 | -4.20 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 136,997 | -8.88 | 81,862 | -13.18 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1,308 | -0.76 | 782 | -5.45 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 427 | -1.16 | 255 | -5.56 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 47,056 | -6.90 | 28,118 | -11.29 | ||||
| 2026-05-14 | 13F | Warther Private Wealth, LLC | 2,085 | -5.36 | 1,246 | -9.85 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 78,206 | -8.38 | 46,732 | -12.70 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | SP Asset Management LLC | 17,838 | -2.69 | 10,659 | -7.29 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 110 | -44.72 | 66 | -47.58 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 5,663 | -61.93 | 3,384 | -63.73 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Akuna Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2,333 | -22.80 | 1,394 | -26.44 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 59,743 | -1.30 | 35,699 | -5.95 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 811 | -9.59 | 485 | -13.88 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2,734 | -3.97 | 1,634 | -8.52 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 1,831 | -0.05 | 1,094 | -4.70 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2,973 | -0.50 | 1,776 | -5.18 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 448 | -11.46 | 268 | -15.77 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 4,957 | -27.89 | 2,962 | -31.29 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 693 | -14.02 | 414 | -18.02 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9,963 | -63.39 | 6,227 | -63.51 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 5,785 | -2.58 | 3,457 | -7.17 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 595 | -14.02 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 35,946 | -17.86 | 21,479 | -21.73 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 13,875 | -1.99 | 8,291 | -6.61 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 23,913 | -1.57 | 14,289 | -6.22 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 85,192 | -0.12 | 50,906 | -4.83 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 1,497 | -27.29 | 895 | -30.75 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 37,987 | -3.06 | 22,699 | -7.64 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 4,272 | -0.56 | 2,553 | -5.24 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 5,310 | -1.08 | 3,173 | -5.73 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 3,970 | -8.97 | 2,372 | -13.24 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 1,105 | -78.61 | 660 | -79.63 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 59,521 | -1.82 | 35,567 | -6.45 | ||||
| 2026-05-15 | 13F | Nepc Llc | 978,154 | -3.87 | 584,496 | -8.40 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 427 | -52.13 | 255 | -54.38 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 691 | -2.68 | 413 | -7.19 | ||||
| 2026-04-24 | 13F | Triasima Portfolio Management inc. | 6,292 | -1.49 | 3,760 | -6.14 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 19,272 | -30.01 | 11,516 | -33.32 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 582 | -0.51 | 348 | -5.45 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 14,620 | -1.18 | 8,736 | -5.83 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 163,083 | -10.86 | 97,451 | -15.06 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 37,980 | -3.03 | 22,695 | -7.60 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 223,000 | -25.84 | 133,254 | -29.34 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 9,184 | -1.67 | 5,488 | -6.32 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 25,270 | -5.97 | 15,100 | -10.41 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 106,752 | -11.36 | 62,015 | -17.89 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 12,245 | -1.76 | 7,317 | -6.40 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-20 | 13F | 25 Llc | 6,532 | -6.83 | 3,903 | -11.23 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3,660 | -5.86 | 2,187 | -10.34 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1,005 | -1.08 | 600 | -5.66 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2,960 | -5.40 | 1,769 | -11.29 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 676 | -10.94 | 404 | -15.16 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 136,630 | -10.19 | 81,643 | -14.42 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 547,798 | -40.51 | 327,337 | -43.31 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1,399 | -28.59 | 836 | -32.00 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 1,486 | -21.54 | 888 | -25.19 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 69,175 | -0.24 | 43 | 2.38 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 23,647 | -2.87 | 14,130 | -7.45 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 10,546 | -2.83 | 6,302 | -7.41 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 6,078 | -13.37 | 3,632 | -17.46 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 2,373 | -4.85 | 1,418 | -9.34 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 67,484 | -3.64 | 40,325 | -8.98 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 165,564 | -0.09 | 98,933 | -4.80 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 13,377 | -48.61 | 7,993 | -51.03 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4,251 | -0.05 | 2,540 | -4.73 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3,009 | -0.46 | 1,798 | -5.12 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 236 | -1.26 | 141 | -5.37 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 162,324 | -9.46 | 96,997 | -13.73 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4,058 | -3.10 | 2,546 | -0.66 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 4,417 | -2.08 | 2,639 | -6.68 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1,174,750 | -2.82 | 701,866 | -7.42 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14,989 | -7.32 | 8,957 | -11.69 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 161 | -26.15 | 0 | |||||
| 2026-05-14 | 13F | Natixis | 6,093,641 | -26.14 | 3,641,255 | -29.62 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 11,333 | -1.29 | 6,772 | -5.95 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 6,804 | -5.42 | 4,066 | -9.89 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 6,807 | -2.27 | 4,068 | -6.89 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 3,945 | -0.05 | 2,357 | -4.77 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3,113,317 | -1.36 | 1,860,363 | -6.02 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2,721 | -0.29 | 1,626 | -5.03 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-12 | 13F | WorthPointe, LLC | 23,651 | -14.53 | 14,133 | -18.57 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4,203 | -6.25 | 2,512 | -10.67 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 11,463 | -2.15 | 6,850 | -6.77 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 5,183 | -67.95 | 3,097 | -69.47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 65,575 | -2.85 | 39,185 | -7.44 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 8,498 | -30.54 | 5,078 | -33.82 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 1,493 | -1.26 | 892 | -5.91 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 3,130 | -7.62 | 1,870 | -11.96 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 47,586 | -7.98 | 28,439 | -12.32 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 12,186 | -9.81 | 7,282 | -14.08 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 197 | -1.99 | 118 | -7.14 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 1,378 | -13.44 | 1 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2,905 | -5.62 | 1,736 | -7.90 | ||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 14,073 | -6.82 | 8,410 | -11.21 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Systelligence, LLC | 21,028 | -10.45 | 12,565 | -14.67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 582,041 | -33.99 | 348,778 | -37.83 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 162,438 | -6.46 | 97,065 | -10.88 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 159 | -86.89 | 95 | -87.50 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1,914 | -7.54 | 1,144 | -11.94 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 33,200 | -59.92 | 19,839 | -61.81 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 579 | -1.36 | 346 | -6.25 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 7,504 | -1.42 | 4,484 | -6.08 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 1,197,012 | -1.07 | 715,275 | -5.73 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3,653 | -37.85 | 2,183 | -40.78 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 6,404 | -2.47 | 3,827 | -7.07 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 84,647 | -10.28 | 50,966 | -13.85 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 194,643 | -1.65 | 116,309 | -6.28 | ||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 12,744 | -5.04 | 7,615 | -9.51 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1,288 | -37.90 | 770 | -40.85 | ||||
| 2026-05-18 | 13F | Cim, Llc | 645 | -1.23 | 385 | -5.87 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2,620 | -0.15 | 1,566 | -4.86 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 974 | -40.61 | 582 | -43.48 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 34,224 | -1.60 | 20,450 | -6.24 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 20,623 | -0.17 | 12,323 | -4.88 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 463 | -12.14 | 277 | -16.36 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 78,512 | -12.01 | 46,915 | -17.41 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 78,042 | -0.40 | 46,634 | -5.10 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 14,178 | -4.14 | 8,472 | -8.66 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 504 | -5.97 | 301 | -10.42 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 1,400 | -0.57 | 836 | -5.22 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 898 | -36.63 | 537 | -39.64 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 6,892 | -5.67 | 4,118 | -10.11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 432,004 | -28.17 | 104,189 | -72.38 | ||||
| 2026-04-24 | 13F | Essex LLC | 1,093 | -4.12 | 653 | -8.54 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 19,808 | -12.29 | 11,836 | -16.42 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 1,008 | -6.32 | 602 | -10.68 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 3,868 | -0.87 | 2,403 | -1.96 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1,631 | -0.55 | 975 | -5.25 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 35,295 | -6.89 | 21,091 | -11.29 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 29,914 | -3.96 | 19,747 | -0.90 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1,716 | -1.77 | 1,026 | -6.39 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 3,745 | -2.19 | 2,238 | -6.83 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 594 | -0.34 | 355 | -5.09 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 1,021 | -64.84 | 610 | -66.54 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 29,256 | -6.27 | 17 | -10.53 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6,676 | -8.04 | 3,989 | -12.39 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 18,857 | -25.91 | 11 | -26.67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 844 | -53.68 | 505 | -55.91 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 913 | -5.19 | 546 | -9.62 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 6,275 | -47.25 | 3,749 | -49.75 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 51,516 | -0.19 | 30,783 | -4.90 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 3,179 | -18.36 | 1,900 | -22.24 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 15,357 | -41.07 | 9,177 | -43.85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 303,739 | -0.10 | 181,329 | -5.14 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 862 | -3.58 | 541 | -1.28 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 192,346 | -2.45 | 114,897 | -7.11 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 5,404 | -0.84 | 3,229 | -5.53 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 489 | -16.70 | 292 | -20.65 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 15,635 | -3.84 | 9,343 | 93,320.00 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 8,281 | -1.57 | 4,948 | -6.22 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 447,787 | -8.46 | 267,575 | -12.78 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 15,941 | -11.97 | 9,525 | -16.12 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 690 | -13.75 | 412 | -17.93 | ||||
| 2026-01-29 | 13F | Koa Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Campbell Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 2,211 | -6.47 | 1,321 | -10.93 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2,170 | -84.34 | 1,297 | -85.09 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 23,677 | -2.51 | 14,261 | -6.37 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 149 | -29.05 | 0 | |||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 111,264 | -2.31 | 66,486 | -6.92 | ||||
| 2026-05-08 | 13F | TRB Advisors LP | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 10,583 | -10.24 | 6,324 | -14.47 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 687 | -0.72 | 411 | -7.24 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 35,628 | -0.51 | 21,289 | -5.21 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 591 | -7.51 | 353 | -11.75 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 296,591 | -37.79 | 177,228 | -40.73 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6,086 | -78.21 | 3,637 | -79.24 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 7,795 | -0.19 | 4,658 | -4.90 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 7,399 | -0.90 | 4,421 | -5.47 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 6,871 | -0.87 | 4,106 | -5.55 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1,738 | -0.57 | 1,039 | -5.29 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 653 | -40.74 | 390 | -43.56 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 7,863 | -27.76 | 4,699 | -31.16 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 4,723 | -5.75 | 3,083 | -1.88 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3,184 | -0.81 | 1,903 | -5.51 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1,134,608 | -44.63 | 677,985 | -47.24 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3,814 | -22.79 | 2,279 | -26.44 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 27,397 | -11.63 | 17,182 | -9.51 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 4,190 | -51.79 | 2,504 | -54.08 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 14,769 | -17.79 | 8,825 | -21.67 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 2,184 | -15.32 | 1,305 | -19.29 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Platform Technology Partners | 10,403 | -2.10 | 6,216 | -6.72 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 10,675 | -9.56 | 6,379 | -13.82 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 29,361 | -7.93 | 17,545 | -12.27 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 44,750 | -0.01 | 26,740 | -4.73 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 9,086 | -0.65 | 5,429 | -5.34 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 677 | -0.29 | 404 | -5.16 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 303 | -20.47 | 181 | -23.95 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 1,707 | -6.11 | 1,117 | -2.11 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 5,254 | -0.87 | 3 | 0.00 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11,837 | -1.17 | 7,073 | -5.83 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 43,295 | -0.19 | 26 | -7.41 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 282 | -99.55 | 168 | -99.57 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 529 | -33.79 | 316 | -36.93 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 157,657 | -3.10 | 94,208 | -7.67 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 878 | -40.15 | 525 | -43.04 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | 626 Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 1,172 | -1.68 | 700 | -6.29 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,139,295 | -27.88 | 680,786 | -31.28 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 1,083 | -1.81 | 648 | -6.50 | ||||
| 2026-05-11 | 13F | Ciovacco Capital Management LLC | 114,867 | -3.32 | 68,639 | -7.88 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 598,567 | -7.58 | 358 | -12.07 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 179,714 | -1.62 | 107,388 | -6.26 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 40,567 | -2.09 | 24,241 | -6.70 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 13,772 | -4.07 | 8,229 | -8.59 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 16,727 | -13.38 | 9,995 | -17.46 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 5,364 | -1.74 | 3,205 | -6.37 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 5,367 | -5.09 | 3,207 | -9.56 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 240,471 | -0.31 | 143,693 | -5.02 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 3,751 | -1.75 | 2,242 | -6.39 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1,920 | -16.88 | 1,148 | -20.79 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2,334 | -88.88 | 1,395 | -89.41 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 37,876 | -6.68 | 22,633 | -11.08 | ||||
| 2026-02-17 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 2,460 | -6.18 | 1,543 | 3.56 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 14,688 | -9.80 | 8,777 | -14.05 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 25,972 | -1.81 | 15,519 | -6.44 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 1,765 | -0.34 | 1,055 | -5.05 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 2,943 | -10.76 | 1,758 | -14.99 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 4,772 | -1.26 | 2,851 | -5.91 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 1,505 | -21.37 | 899 | -25.08 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 296 | -18.46 | 177 | -22.47 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 10,215 | -28.50 | 6,104 | -31.88 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1,614 | -8.19 | 964 | -12.52 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 7,464 | -0.05 | 4,460 | -4.76 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 16,630 | -9.54 | 9,937 | -13.80 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 5,326 | -10.43 | 3,183 | -14.65 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 345 | -21.77 | 206 | -25.36 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 31,723 | -5.22 | 19,895 | -2.93 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 1,961 | -0.15 | 1,172 | -4.87 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8,438 | -4.31 | 5,042 | -8.81 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 8,546 | -6.15 | 5,456 | -5.87 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 652 | -6.32 | 390 | -10.78 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 535 | -16.14 | 319 | -20.25 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2,128 | -14.19 | 1,272 | -18.26 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 877 | -36.45 | 525 | -39.49 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 665 | -15.50 | 397 | -19.47 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 1,530 | -22.18 | 914 | -25.87 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4,849 | -71.45 | 2,898 | -72.80 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 6,418 | -3.62 | 3,835 | -8.14 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 3,424 | -1.64 | 2,046 | -6.28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 269,580 | -92.43 | 161,088 | -92.78 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 23,279 | -2.72 | 13,911 | -7.30 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 12,669 | -1.75 | 7,570 | -6.38 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 1,028 | -1.81 | 614 | -6.40 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 29,209 | -13.86 | 17,454 | -17.93 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 132,217 | -82.15 | 79,006 | -82.99 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 1,434 | -23.80 | 857 | -27.37 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 1,138 | -9.97 | 680 | -14.14 | ||||
| 2026-04-23 | 13F | American National Bank | 461 | -6.11 | 275 | -10.42 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 42,517 | -9.34 | 25,406 | -13.62 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 53,120 | -24.49 | 31,742 | -28.05 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100.00 | 5,693 | -5.62 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 18,059 | -1.76 | 10,791 | -6.39 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 610 | -4.84 | 365 | -9.45 | ||||
| 2026-05-14 | 13F | Bank of Marin | 5,530 | -3.25 | 3,304 | -7.81 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 415 | -68.42 | 248 | -70.02 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 3,343 | -3.85 | 1,998 | -8.39 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1,262 | -2.92 | 754 | -7.48 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 7,126 | -1.23 | 4,258 | -5.88 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 839 | -0.83 | 501 | -6.88 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 765 | -2.30 | 457 | -6.92 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 848 | -0.12 | 278 | -5.44 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 26,389 | -0.10 | 15,769 | -4.81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 275,452 | -85.19 | 164,596 | -85.89 | ||||
| 2026-05-04 | 13F | Birinyi Associates Inc | 7,199 | -41.27 | 4 | -42.86 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 5,632 | -14.30 | 3,366 | -18.35 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 29,556 | -9.32 | 17,661 | -13.59 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 47,612 | -1.36 | 28,451 | -6.01 | ||||
| 2026-01-16 | 13F | RedJay Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 651 | -2.98 | 389 | -7.62 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 469 | -0.85 | 281 | -5.41 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 2,123 | -0.47 | 1,269 | -5.16 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 39,631 | -0.33 | 23,682 | -6.70 | ||||
| 2026-05-07 | 13F | University Of Chicago | 50,493 | -13.61 | 30,172 | -17.69 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 471 | -1.26 | 281 | -5.70 | ||||
| 2026-04-23 | 13F | Bell Bank | 148,629 | -0.31 | 88,813 | -5.01 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 495 | -60.40 | 0 | |||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 1,414 | -2.55 | 845 | -7.15 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3,058 | -46.88 | 1,827 | -49.39 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | Fairfax Financial Holdings Ltd/ Can | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 43,099 | -0.43 | 25,754 | -5.12 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30,338 | -0.11 | 18,129 | -4.82 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 42 | -62.16 | 25 | -64.29 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 13,157 | -13.20 | 7,862 | -17.30 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 549 | -1.26 | 328 | -5.75 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 604 | -0.66 | 361 | -5.25 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13,992 | -14.15 | 8,361 | -18.20 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-11 | 13F | Cadinha & Co Llc | 349 | -2.79 | 209 | -7.56 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 43,346 | -2.87 | 25,901 | -7.45 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 17,596 | -6.29 | 10,515 | -10.72 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 1,241 | -1.04 | 742 | -5.73 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 658 | -13.31 | 393 | -17.26 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13,083 | -0.26 | 7,818 | -4.97 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Berry Wealth Group, LP | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 1,451 | -4.66 | 867 | -9.22 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5,745 | -0.03 | 3,588 | -2.18 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 104,677 | -1.37 | 62,550 | -6.03 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 28,214 | -8.33 | 16,859 | -12.66 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 3,502 | -5.43 | 2,093 | -9.87 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1,295 | -0.84 | 774 | -5.50 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 3,284 | -34.85 | 1,962 | -37.93 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 8,276 | -4.61 | 4,945 | -8.73 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 22,629 | -22.47 | 13,522 | -26.13 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 417 | -2.11 | 249 | -6.77 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 109,218 | -8.00 | 71,454 | -5.46 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 1,271 | -13.54 | 760 | -17.59 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 87,668 | -33.30 | 52,386 | -36.45 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 2,355 | -47.15 | 1,407 | -44.41 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 8,418 | -1.57 | 5,030 | -6.21 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 993 | -26.77 | 602 | -30.68 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 520,000 | -78.07 | 310,726 | -79.10 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 3,211 | -6.14 | 1,919 | -10.58 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 1,802 | -0.28 | 1,077 | -5.03 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 6,055 | -9.87 | 3,618 | -14.15 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 1,205 | -53.31 | 720 | -55.50 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 6,652 | -36.62 | 3,779 | -42.60 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 405 | -25.82 | 242 | -29.53 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 54,051 | -4.38 | 32,298 | -8.89 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 1,219 | -7.23 | 728 | -11.65 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 33,499 | -0.78 | 20,017 | -5.46 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 821 | -14.03 | 491 | -18.06 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 23,681 | -1.28 | 14,151 | -5.93 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1,819 | -3.55 | 1,087 | -8.20 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 659 | -0.30 | 394 | -4.83 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 1,767 | -18.91 | 1,056 | -22.69 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 7,388 | -6.85 | 4,415 | -11.24 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 368 | -51.52 | 220 | -53.68 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 44,224 | -14.38 | 26,426 | -18.42 | ||||
| 2026-05-08 | 13F | Power Alpha Investment Ltd | 66,600 | -30.48 | 39,797 | -33.76 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 5,770 | -10.78 | 3,448 | -14.99 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4,373 | -11.39 | 2,613 | -15.58 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 7,886 | -59.07 | 4,713 | -60.99 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 338,912 | -2.13 | 202,517 | -6.75 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 8,438 | -0.42 | 5,042 | -5.14 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 2,833 | -15.53 | 1,693 | -19.54 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 1,605 | -0.43 | 959 | -5.15 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 7,034 | -11.79 | 4,203 | -15.94 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 57 | -52.89 | 34 | -55.26 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 36,690 | -1.61 | 21,924 | -6.25 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 215 | -8.51 | 128 | -12.93 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 418 | -79.25 | 250 | -80.29 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 7,308 | -3.79 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Alpine Global Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 28,604 | -3.53 | 17,092 | -8.08 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 702 | -0.14 | 420 | -4.77 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 1,033 | -12.61 | 617 | -16.73 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 1,286 | -0.16 | 768 | -4.83 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 27,634 | -5.09 | 16,512 | -9.57 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 45,204 | -7.73 | 27,012 | -12.09 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 5,834 | -0.32 | 3,486 | -5.04 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 21,143 | -3.98 | 12,634 | -8.51 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 512 | -12.63 | 306 | -16.62 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 277,678 | -1.23 | 165,927 | -5.89 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 28,512 | -2.51 | 17,037 | -7.10 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 413 | -54.21 | 247 | -56.28 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1,196 | -0.25 | 715 | -4.93 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 144,765 | -10.92 | 86,504 | -15.12 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 808 | -9.52 | 483 | -13.93 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 635 | -75.84 | 379 | -77.00 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 16,490 | -12.23 | 9,854 | -16.37 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 8,582 | -1.12 | 5,128 | -5.77 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 12,895 | -40.86 | 7,705 | -43.65 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 14,980 | -0.77 | 8,952 | -5.45 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 9,818 | -6.70 | 5,867 | -11.11 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 656 | -26.29 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 18,510 | -10.38 | 11,061 | -14.61 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 3,214 | -49.79 | 1,921 | -52.16 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2,682 | -46.94 | 1,603 | -49.45 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 49,427 | -4.55 | 29,535 | -9.05 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 61,107 | -10.82 | 36,514 | -15.03 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 745 | -1.19 | 445 | -5.93 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 937 | -60.23 | 560 | -62.15 | ||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 556 | -11.89 | 332 | -15.95 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 5,345 | -0.58 | 3,194 | -5.28 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 422 | -1.40 | 252 | -5.97 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 1,404 | -0.21 | 839 | -4.88 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 366 | -23.91 | 219 | -27.57 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2,414 | -27.35 | 1,442 | -30.77 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 38,317 | -3.31 | 22,896 | -7.87 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 634 | -3.79 | 379 | -8.23 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 791 | -0.13 | 473 | -4.84 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 8,634 | -46.19 | 5,157 | -48.76 | ||||
| 2026-05-05 | 13F | Varma Mutual Pension Insurance Co | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 92,418 | -1.38 | 55,975 | -4.75 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 242,136 | -5.85 | 144,689 | -10.29 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3,192 | -4.03 | 1,907 | -8.54 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1,009 | -1.18 | 603 | -5.78 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 3,242 | -4.31 | 1,937 | -8.80 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 692 | -6.11 | 414 | -10.61 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 429 | -32.12 | 256 | -35.35 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1,514 | -4.36 | 905 | -8.87 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 3,776 | -25.08 | 2,256 | -28.61 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 4,395 | -1.79 | 2,626 | -6.41 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 34,697 | -9.01 | 20,734 | -14.03 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1,765 | -3.76 | 1,107 | -1.42 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1,696 | -2.75 | 1,014 | -7.40 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 9,913 | -6.38 | 5,924 | -10.78 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 3,091 | -0.87 | 1,847 | 184,500.00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 49,494 | -23.58 | 29,575 | -27.19 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 39,011 | -1.45 | 23,311 | -6.10 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | First Interstate Bank | 5,832 | -2.00 | 3,485 | -6.65 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 11,917 | -2.35 | 7,218 | -7.05 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 6,856 | -7.70 | 4,097 | -12.07 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 28,089 | -66.74 | 16,784 | -68.31 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 688,987 | -4.90 | 412 | -9.47 | ||||
| 2026-04-30 | 13F | Teacher Retirement System Of Texas | 846,831 | -87.20 | 506,024 | -87.80 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 15,025 | -82.96 | 8,978 | -83.76 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 16,719 | -0.05 | 9,991 | -4.77 | ||||
| 2026-05-13 | 13F | Hikari Tsushin, Inc. | 45,415 | -21.37 | 27,138 | -25.08 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 1,159 | -1.11 | 693 | -5.85 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 11,151 | -2.98 | 6,663 | -7.55 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 81,746 | -1.32 | 48,847 | -5.97 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 19,125 | -6.33 | 11,428 | -10.75 | ||||
| 2026-04-20 | 13F | City State Bank | 2,655 | -0.08 | 1,586 | -4.80 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 32,471 | -5.79 | 19,403 | -10.23 | ||||
| 2026-05-01 | 13F | SoundView Advisors Inc. | 113,045 | -3.34 | 68 | -8.22 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7,771 | -2.37 | 4,643 | -6.99 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 1,865 | -15.00 | 1,114 | -18.98 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 908 | -0.11 | 543 | -4.91 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 48,891 | -11.66 | 29,215 | -15.82 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 405 | -14.01 | 242 | -18.31 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 2,044 | -0.78 | 1,221 | -5.42 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 32,755 | -12.20 | 19,029 | -18.82 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 12,997 | -0.49 | 7,766 | -5.18 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 17,857 | -1.55 | 10,374 | -9.47 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 11,911 | -20.40 | 7,117 | -24.16 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 4,267 | -30.54 | 2,550 | -33.83 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 2,207 | -1.12 | 1,319 | -5.79 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1,131 | -2.75 | 676 | -7.41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1,194 | -0.58 | 713 | -5.31 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 15,183 | -5.92 | 9,073 | -10.33 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 459 | -0.22 | 274 | -4.86 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 102 | -53.21 | 61 | -55.88 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 14,783 | -14.30 | 8,833 | -18.34 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 6,022 | -1.44 | 3,598 | -6.08 | ||||
| 2026-04-30 | 13F | Conning Inc. | 31,492 | -1.24 | 18,818 | -5.90 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2,635 | -38.52 | 1,574 | -41.44 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 812 | -68.59 | 485 | -70.08 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 14,054 | -0.59 | 8,398 | -5.29 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 204,711 | -17.70 | 122,325 | -21.59 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 35,189 | -4.58 | 21,027 | -9.08 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 118,344 | -2.06 | 70,717 | -6.68 | ||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 30,968 | -5.31 | 18,531 | -9.58 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 409 | -50.00 | 244 | -52.34 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 521 | -1.70 | 311 | -6.33 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 2,013 | -12.36 | 1,203 | -16.46 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 3,306 | -6.82 | 2,190 | -1.57 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 287 | -18.47 | 171 | -22.27 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 655 | -21.65 | 411 | 12.33 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 504 | -4.55 | 302 | -9.06 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1,294 | -4.99 | 773 | -9.48 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 12,516 | -6.18 | 7,479 | 93,387.50 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 3,240 | -60.23 | 1,936 | -62.10 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 407 | -34.14 | 243 | -37.21 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4,482 | -3.30 | 2,678 | -7.85 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 416 | -38.37 | 261 | -36.80 | ||||
| 2026-02-09 | 13F | Client First Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 1,892 | -1.82 | 1,131 | -6.46 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 1,923 | -7.50 | 1,206 | -5.34 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 46,724 | -0.04 | 28,299 | -4.84 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 4,699 | -21.41 | 2,808 | -25.13 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 225,569 | -4.44 | 134,789 | -8.94 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 4,018 | -2.40 | 2,401 | -7.01 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 44,467 | -1.14 | 26,571 | -5.81 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 955 | -1.44 | 571 | -6.10 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 5,442 | -24.03 | 3,252 | -27.63 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 382 | -25.24 | 228 | -28.75 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 5,265 | -4.03 | 3,146 | -8.55 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 2,755 | -0.40 | 1,646 | -5.13 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 54,326 | -0.05 | 32 | -5.88 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 5,219 | -3.42 | 3,119 | -8.00 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 13,123 | -8.29 | 7,842 | -12.63 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 3,605 | -12.52 | 2,154 | -16.64 | ||||
| 2026-05-14 | 13F | Dodge & Cox | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 5,303 | -3.11 | 3,169 | -7.69 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 627 | -8.60 | 375 | -13.02 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 3,198 | -4.34 | 1,911 | -8.87 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 24,646 | -0.02 | 14,727 | -4.74 | ||||
| 2026-02-12 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 300,823 | -23.77 | 17,952 | -7.56 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2,220 | -27.26 | 1,326 | -30.68 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 439 | -27.80 | 262 | -31.23 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 478 | -6.82 | 286 | -11.21 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 3,130 | -99.84 | 1,870 | -5.36 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 125,749 | -0.25 | 75,141 | -4.95 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 7,308 | -11.53 | 4,367 | -15.71 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 439 | -14.59 | 262 | -18.63 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | First Foundation Advisors | 2,425 | -10.48 | 1,449 | -14.66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 6,218,552 | -70.88 | 3,715,897 | -72.26 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 826 | -0.72 | 494 | -5.37 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 26,795 | -12.59 | 16,804 | -10.49 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3,540 | -0.08 | 2,115 | -4.77 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 63,175 | -0.38 | 37,750 | -5.08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 130,673 | -12.51 | 78,084 | -16.64 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 1,002 | -10.13 | 599 | -14.45 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 1,169 | -36.43 | 699 | -39.46 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 2,785 | -1.17 | 1,664 | -5.83 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 223,124 | -5.46 | 133,328 | -9.92 | ||||
| 2026-05-11 | 13F | Sherwood Financial Partners, LLC | 1,658 | -4.49 | 991 | -9.01 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15,137 | -0.72 | 9,045 | -5.42 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2,425 | -0.61 | 1,449 | -5.36 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 6,544 | -1.45 | 3,910 | -6.10 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 210,356 | -0.06 | 125,698 | -4.77 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2,428 | -1.62 | 1,454 | -6.19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6,713 | -0.40 | 4,011 | -5.09 | ||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 1,516 | -3.19 | 906 | -7.84 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 4,428 | -6.25 | 2,646 | -10.67 | ||||
| 2026-05-08 | 13F | Investure, LLC | 1,546,858 | -14.30 | 924,325 | -18.34 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1,393 | -3.80 | 833 | -8.37 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 581 | -5.68 | 347 | -10.10 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 854 | -54.50 | 510 | -56.63 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 3,783 | -0.13 | 2,261 | -4.84 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 1,540 | -5.23 | 920 | -9.72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6,401,368 | -6.06 | 3,825,137 | -10.49 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 205 | -52.33 | 123 | -54.65 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 458 | -28.33 | 274 | -31.75 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 41,021 | -0.55 | 24,512 | -5.24 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 1,450 | -1.36 | 866 | -5.97 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 3,485 | -37.35 | 2,083 | -40.31 | ||||
| 2026-04-29 | 13F | Burney Co/ | 31,166 | -3.71 | 18,623 | -8.25 | ||||
| 2026-05-13 | 13F | Galilei Investment Office LLP | 71,049 | -2.54 | 42,456 | -5.65 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1,866 | -0.74 | 1,115 | -5.35 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 3,490 | -4.83 | 2,086 | -9.31 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 180,299 | -3.51 | 107,738 | -8.06 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 604 | -3.51 | 361 | -8.16 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 81,990 | -31.89 | 48,993 | -35.10 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 465 | -17.99 | 278 | -21.69 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 1,664 | -12.14 | 994 | -16.33 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 18,819 | -0.01 | 11,245 | -4.73 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 898 | -12.48 | 537 | -16.64 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 516,226 | -30.37 | 308,471 | -33.66 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 27,657 | -2.06 | 16,527 | -6.69 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 5,825 | -2.82 | 3,654 | -0.22 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 4,792 | -10.21 | 2,863 | -14.44 | ||||
| 2026-02-06 | 13F | Drystone LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 11,348 | -0.21 | 6,781 | -4.92 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 13,217 | -1.91 | 7,898 | -6.52 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 51,319 | -3.62 | 30,666 | -8.17 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 2,547 | -0.62 | 1,522 | -5.35 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 350,676 | -3.61 | 10,607 | -9.13 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 71,835 | -1.78 | 42,925 | -6.42 | ||||
| 2026-05-15 | 13F | Zurich Insurance Group Ltd/FI | 39,299 | -4.41 | 23,489 | -9.12 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 3 | -96.00 | 2 | -97.87 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3,828 | -11.49 | 2,401 | -9.37 | ||||
| 2026-05-14 | 13F | Clg Llc | 1,689 | -1.34 | 1,009 | -5.96 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 642 | -2.13 | 405 | -1.70 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 13,972 | -2.31 | 8,349 | -6.92 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 387 | -2.27 | 232 | -6.85 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1,492 | -0.93 | 892 | -5.61 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15,052 | -3.75 | 8,995 | -8.29 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 6,106 | -5.51 | 3,649 | -9.97 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 4,025 | -0.76 | 2,405 | -5.43 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 8,444 | -85.77 | 5,046 | -86.44 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 3,469 | -27.23 | 2,073 | -30.68 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2,390 | -2.96 | 1,428 | -7.51 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 44,431 | -0.63 | 26,550 | -5.23 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 20,454 | -5.22 | 12,222 | -9.69 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 936 | -7.42 | 559 | -12.93 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 50,012 | -5.74 | 29,885 | -10.18 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 488,714 | -5.79 | 292,031 | -10.23 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 14,971 | -2.60 | 8,946 | -7.19 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 128,772 | -3.34 | 76,948 | -8.07 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 1,143 | -2.39 | 683 | -7.08 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 1,448 | -2.62 | 865 | -7.19 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 1,391 | -1.70 | 831 | -6.31 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 553 | -0.18 | 330 | -4.90 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 102,817 | -11.20 | 61,438 | -15.39 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 12,516 | -13.64 | 7,479 | -15.74 | ||||
| 2026-01-28 | 13F | Deane Retirement Strategies, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-03-26 | 13F/A | Peak6 Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 2,919 | -21.55 | 1,745 | -25.25 | ||||
| 2026-03-26 | 13F/A | Peak6 Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 6,164 | -26.80 | 3,683 | -30.26 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1,239 | -0.32 | 740 | -5.01 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 191,896 | -4.98 | 114,668 | -9.46 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 19,409 | -1.13 | 11,598 | -5.80 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 3,886 | -0.82 | 2,354 | -5.01 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 2,725 | -2.26 | 1,753 | -0.85 | ||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 650 | -17.83 | 388 | -21.77 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 4,863 | -1.26 | 2,906 | -5.89 | ||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-03-12 | 13F | Farmers National Bank | 2,132 | -0.28 | 1,337 | 2.14 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5,845 | -2.32 | 3,493 | -6.93 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 198,432 | -8.59 | 118,573 | -12.91 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 11,597 | -0.93 | 6,930 | -5.60 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 1,984 | -6.81 | 1,186 | -11.24 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 8,597 | -3.83 | 5,137 | -8.37 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 40,947 | -2.82 | 24,468 | -7.41 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 6,868 | -12.06 | 4,104 | -8.42 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 2,593 | -10.28 | 1,549 | -14.51 | ||||
| 2026-05-07 | 13F | Welch Capital Partners Llc/ny | 342,077 | -3.70 | 204 | -8.11 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 3,062 | -66.70 | 1,830 | -68.28 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 12,711 | -12.63 | 7,595 | -16.76 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 19,092 | -0.28 | 11,408 | -4.98 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 114,619 | -70.99 | 68,490 | -72.36 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 600,451 | -3.15 | 359 | -7.73 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1,025 | -1.35 | 612 | -5.99 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 2,394 | -7.25 | 1,431 | -11.62 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 600 | -16.08 | 359 | -20.09 | ||||
| 2026-05-11 | 13F | ICW Investment Advisors LLC | 8,474 | -7.30 | 5,064 | -11.67 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 5,118 | -5.87 | 3,058 | -10.30 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 15,142 | -5.87 | 9,048 | -10.32 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 365 | -5.68 | 218 | -9.92 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 6,916 | -75.62 | 4,133 | -76.77 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 214,486 | -2.84 | 128,166 | 92,773.91 | ||||
| 2026-05-08 | 13F | Suncoast Equity Management | 636 | -15.76 | 380 | -19.66 | ||||
| 2026-05-14 | 13F | Dempze Nancy E | 390 | -14.66 | 233 | -18.53 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 513 | -28.05 | 307 | -31.54 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 3,130 | -0.79 | 1,870 | -5.46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,349,585 | -9.33 | 806,444 | -13.60 | ||||
| 2026-02-13 | 13F | Barclays Plc | 55,447 | -87.50 | 34,772 | -87.20 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 687 | -64.79 | 411 | -66.48 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 789 | -7.72 | 471 | -12.13 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 200 | -10.71 | 120 | -15.00 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 51,510 | -4.08 | 30,780 | -8.60 | ||||
| 2026-02-13 | 13F | Morton Community Bank | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 1,668 | -12.07 | 997 | -16.23 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 513 | -0.19 | 307 | -4.97 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 452 | -61.60 | 270 | -63.41 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 64,753 | -2.89 | 38,693 | -7.47 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 7 | -70.83 | 4 | -73.33 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 3,043 | -6.43 | 1,818 | -10.84 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 1,095 | -14.85 | 654 | -18.86 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 102,314 | -31.49 | 61,138 | -34.72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 44,265 | -27.29 | 26,661 | -30.17 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 670 | -4.01 | 400 | -8.47 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 609 | -23.01 | 364 | -26.81 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 1,693 | -97.58 | 1,012 | -95.37 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 944 | -10.10 | 564 | -14.44 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 71,151 | -3.20 | 42,517 | -7.76 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 42,177 | -0.17 | 25,203 | -4.88 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 501,676 | -13.43 | 299,777 | -17.51 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 6,212 | -0.58 | 3,712 | -5.28 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 5,821 | -6.26 | 3,479 | -10.68 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4,065 | -0.20 | 2,429 | -4.89 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Define Financial, Llc | 795 | -5.92 | 475 | -10.21 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | K2 Principal Fund, L.p. | Call | 5,000 | -20.63 | 2,988 | -24.38 | |||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 5,461 | -1.32 | 3,263 | -5.97 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 512 | -1.54 | 306 | -6.44 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 9,510 | -14.45 | 5,683 | -18.49 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 590 | -71.93 | 375 | -71.99 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 2,495 | -0.12 | 1 | 0.00 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 750 | -2.09 | 490 | 1.88 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 4,620 | -5.42 | 2,761 | -9.89 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 5,365 | -39.73 | 3,206 | -42.58 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 395 | -11.24 | 236 | -15.41 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 80,412 | -1.22 | 48,050 | -5.88 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 592 | -16.03 | 354 | -19.91 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 6,407 | -8.93 | 3,828 | -13.74 | ||||
| 2026-04-07 | 13F | InvesTrust | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 354,998 | -1.55 | 212,129 | -6.19 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 79,566 | -4.11 | 47,545 | -8.64 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2,280 | -87.40 | 1,362 | -87.99 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,347,386 | -0.73 | 844,986 | 101,583.03 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 144 | -25.39 | 86 | -29.75 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 2,682 | -17.88 | 1,603 | -21.78 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 11,945 | -8.14 | 7,138 | -12.48 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 524 | -8.39 | 313 | -12.85 | ||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 3,975 | -0.60 | 2,376 | -5.27 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 11,600 | -1.39 | 6,932 | -6.05 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2,453 | -9.42 | 1,466 | -13.66 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 470 | -2.08 | 281 | -6.98 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 99,725 | -2.24 | 59,591 | -6.85 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 944 | -4.07 | 564 | -8.75 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 2,430 | -0.16 | 1,452 | -4.91 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 3,185 | -0.25 | 1,903 | -4.95 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 98 | -9.26 | 59 | -13.43 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 974 | -88.68 | 582 | 11,520.00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 78,354 | -9.91 | 46,820 | -14.15 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 3,384 | -18.04 | 2,235 | -13.67 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2,195 | -1.26 | 1,312 | -5.89 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 26,772 | -10.64 | 15,998 | -14.86 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 891 | -40.00 | 533 | -42.86 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 9,482 | -2.16 | 5,666 | -6.78 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 1,778 | -0.78 | 1,062 | -5.43 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 13,420 | -22.64 | 8,020 | -26.28 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9,310 | -6.07 | 5,563 | -10.51 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 274,941 | -2.52 | 164,291 | -7.12 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 2,920 | -2.93 | 1,745 | -7.53 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 2,281 | -10.51 | 1,363 | -14.77 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 1,173 | -30.92 | 701 | -34.18 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 17,738 | -3.17 | 10,600 | -7.73 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 822 | -2.49 | 491 | -7.01 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 12,681 | -0.38 | 7,578 | -6.43 | ||||
| 2026-05-14 | 13F | Prudential Plc | 90,532 | -20.02 | 54,097 | -23.79 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 4,519 | -7.15 | 2,700 | -11.50 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Passaic Partners LLC | 69,108 | -6.33 | 41,295 | -10.75 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 1,210 | -4.50 | 723 | -8.94 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 1,962 | -11.38 | 1,172 | -15.56 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 42,492 | -2.38 | 25,391 | -6.98 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 3,478 | -3.20 | 2,078 | -7.77 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 384 | -5.42 | 229 | -9.84 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 9,474 | -3.45 | 5,661 | -8.01 | ||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 1,319,752 | -3.73 | 788,618 | -8.27 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 5,509 | -12.85 | 3,292 | -16.96 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1,102 | -19.39 | 658 | -23.22 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15,920 | -2.91 | 9,513 | -7.50 | ||||
| 2026-05-04 | 13F | First National Bank of Hutchinson | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Samlyn Capital, Llc | 396 | -3.65 | 237 | -8.17 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 3,467 | -13.17 | 2,072 | -17.29 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 61,011 | -0.66 | 36,382 | -5.54 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 34 | -8.11 | 20 | -13.04 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 3,799 | -5.19 | 2,270 | -9.63 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1,898 | -4.96 | 1,134 | -9.42 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 741 | -2.63 | 442 | -7.14 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 128,106 | -2.22 | 85,229 | 3.73 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6,000 | -4.35 | 3,586 | -8.87 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 1,059 | -18.03 | 633 | -21.98 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 185 | -2.63 | 111 | -7.56 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 9,956 | -0.15 | 5,949 | -4.88 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 844 | -2.09 | 504 | -6.67 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 1,293 | -1.07 | 773 | -5.74 | ||||
| 2026-04-27 | 13F | Kedalion Capital Management LLP | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 2,690 | -2.04 | 1,608 | -6.62 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 15,895 | -1.76 | 9,498 | -6.39 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 2,260 | -6.65 | 1,350 | -11.07 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 8,907 | -3.37 | 5,322 | -7.94 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 510 | -3.41 | 305 | -8.16 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 679 | -0.44 | 406 | -5.15 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 14,950 | -3.01 | 8,933 | -7.58 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 9,072 | -11.00 | 5,421 | -16.68 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8,855 | -27.76 | 5,291 | -31.16 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 13,344 | -1.47 | 8,037 | -6.70 | ||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 5,310 | -2.71 | 3,173 | -7.31 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 4,514 | -10.54 | 2,697 | -14.76 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 453 | -0.88 | 271 | -5.59 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 392,872 | -7.10 | 234,761 | -11.48 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1,299 | -4.27 | 776 | -8.71 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 3,219 | -0.31 | 1,924 | -5.04 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 1,291 | -19.26 | 772 | -23.05 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 2,133 | -19.99 | 1,274 | -23.76 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 39,373 | -10.29 | 24 | -14.81 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 5,735 | -0.95 | 3,427 | -5.62 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 476 | -1.04 | 284 | -5.65 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 156,074 | -39.25 | 93,261 | -42.12 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 8,810 | -6.22 | 5,265 | -10.64 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16,547 | -43.79 | 10,377 | -42.44 | ||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 99,671 | -0.69 | 59,559 | -5.38 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 1,039 | -59.59 | 621 | -61.54 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 13,319 | -19.85 | 8,353 | -18.15 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 6,908 | -10.67 | 4,128 | -14.89 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 363,582 | -1.73 | 217,258 | -6.37 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 9,431 | -2.13 | 6,409 | 5.52 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1,382 | -13.84 | 826 | -17.91 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 4,784 | -2.07 | 2,858 | -6.69 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 34,199 | -1.45 | 20,436 | -6.09 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 286 | -63.24 | 171 | -65.09 | ||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 575 | -1.88 | 344 | -6.79 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 58,157 | -0.15 | 34,884 | -4.83 | ||||
| 2026-04-13 | 13F | Trust Co | 1,118 | -0.45 | 668 | -5.26 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 19,540 | -0.06 | 11,676 | -4.76 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 1,019 | -1.07 | 609 | -5.74 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 25,971 | -14.05 | 15,519 | -18.11 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 5,662 | -0.05 | 3,383 | -4.76 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 3,583 | -5.14 | 2,141 | -9.59 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 33,141 | -1.81 | 19,803 | -6.44 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 406 | -12.69 | 243 | -16.84 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 4,583 | -3.15 | 2,738 | -7.72 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 4,614 | -10.02 | 2,757 | -14.25 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 2,588 | -1.03 | 1,546 | -5.73 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 686 | -2.42 | 410 | -7.05 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 21,697 | -1.11 | 12,965 | -5.77 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 907 | -4.73 | 542 | -9.21 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 175 | -94.84 | 105 | -95.11 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 121,611 | -18.67 | 72,669 | -22.50 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 2,509 | -13.21 | 1,499 | -17.37 | ||||
| 2026-05-01 | 13F | Citizens Business Bank | 14,142 | -5.39 | 8,451 | -9.85 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 11,141 | -0.89 | 6,657 | -5.56 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 52,126 | -15.14 | 31,148 | -19.15 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 9,408 | -0.88 | 5,622 | -5.56 | ||||
| 2026-05-14 | 13F | Tamar Securities, LLC | 3,696 | -1.57 | 2,209 | -6.20 | ||||
| 2026-05-05 | 13F | PFG Advisors | 43,427 | -4.04 | 25,950 | -8.57 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 14,835 | -1.03 | 8,865 | -5.70 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 453 | -4.63 | 271 | -9.09 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 1,748 | -2.94 | 1,045 | -7.53 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 150 | -1.32 | 90 | -6.32 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Taylor Hoffman Capital Management LLC | 5,388 | -1.28 | 3,220 | -5.93 | ||||
| 2026-05-04 | 13F | Hartford Funds Management Co LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 884 | -3.49 | 528 | -8.19 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 7,088 | -88.07 | 4,236 | 10.37 | ||||
| 2026-05-07 | 13F | Taiyo Life Insurance Co | 255,100 | -12.06 | 152 | -16.02 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 1,326 | -2.21 | 793 | -6.82 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 834 | -26.58 | 498 | -30.15 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2,995 | -0.03 | 1,789 | -4.74 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 2,189 | -0.14 | 1,308 | -4.80 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 2,224 | -0.45 | 1,329 | -5.14 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1,626 | -12.16 | 972 | -16.37 | ||||
| 2026-05-12 | 13F | Trans-Canada Capital Inc. | 2,122,306 | -13.60 | 1,268,184 | -17.67 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 78,422 | -0.62 | 46,861 | -5.31 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 6,246 | -8.47 | 4,107 | -4.04 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 37,872 | -1.04 | 22,952 | -5.17 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 3,267 | -10.76 | 1,952 | -14.95 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 6,189 | -3.19 | 3,698 | -7.76 | ||||
| 2026-01-08 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 196 | -75.68 | 117 | -76.83 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 907 | -8.57 | 542 | -12.72 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 7,919 | -3.94 | 4,732 | -8.49 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 257,568 | -0.34 | 153,910 | -5.04 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 905 | -1.42 | 1 | |||||
| 2026-05-01 | 13F | Avion Wealth | 68,918 | -1.37 | 41 | -4.65 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 6,372 | -1.32 | 3,807 | -5.98 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 8,043 | -9.56 | 4,806 | -13.81 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 252 | -72.70 | 158 | -72.04 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 1,553 | -12.06 | 928 | -16.17 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 4,438 | -8.68 | 2,652 | -12.99 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 708 | -3.15 | 423 | -7.64 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 792 | -0.50 | 473 | -5.78 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2,353 | -4.04 | 1,545 | 0.52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 182,000 | -5.11 | 108,754 | -9.58 | |||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 2,492 | -18.40 | 1,489 | -22.30 | ||||
| 2026-05-15 | 13F | Elite Wealth Management, Inc. | 454 | -26.06 | 271 | -29.61 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 4,697 | -4.10 | 2,807 | -8.63 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 3,504 | -1.21 | 2,094 | -5.89 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 12,133 | -5.43 | 7,250 | -9.89 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 1,375 | -21.70 | 822 | -25.43 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 34,111 | -3.24 | 20,383 | -7.80 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 2,651 | -1.49 | 1,584 | -6.11 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 109,057 | -0.22 | 65,167 | -4.92 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 612 | -1.13 | 365 | -5.68 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 65,595 | -2.06 | 39,195 | -6.69 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 11,010 | -9.50 | 6,579 | -13.78 | ||||
| 2026-04-16 | 13F | Security National Bank | 6,194 | -17.20 | 3,701 | -21.10 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 8,147 | -30.01 | 4,868 | -33.32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28,130 | -2.31 | 16,809 | -6.92 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 710 | -33.02 | 424 | -36.14 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 163,125 | -19.95 | 97,475 | -23.73 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1,322 | -4.62 | 790 | -9.21 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 5,072 | -6.21 | 3,031 | -10.62 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 731 | -2.92 | 437 | -7.63 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 501 | -9.89 | 300 | -14.08 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 443,159 | -4.22 | 264,810 | -8.74 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 4,883 | -0.97 | 2,918 | -5.63 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 453 | -50.27 | 271 | -52.71 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 1,423 | -0.21 | 850 | -4.92 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 10,386 | -25.63 | 7,042 | -11.22 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 41,815 | -24.18 | 24,987 | -27.75 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 1,057 | -39.91 | 631 | -42.74 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 14,550 | -0.41 | 8,695 | -5.11 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3,377 | -10.42 | 2,018 | -14.64 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 1,363 | -0.94 | 814 | -5.57 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 14,655 | -2.15 | 9 | -11.11 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 477,144 | -0.28 | 285,117 | -4.99 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 101 | -35.26 | 60 | -38.14 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 4,942 | -1.30 | 2,953 | -5.96 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 342 | -0.58 | 204 | -5.12 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 7,571 | -1.37 | 4,524 | -6.00 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 1,031 | -2.92 | 616 | -7.51 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 17,088 | -1.22 | 10,214 | -5.84 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 32,695 | -3.83 | 19,537 | -8.37 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 3,464 | -19.08 | 2,070 | -22.91 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 831 | -2.35 | 497 | -6.94 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 507 | -0.39 | 303 | -5.33 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 822 | -3.41 | 491 | -7.88 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 12,589 | -2.23 | 7,523 | -6.84 | ||||
| 2026-05-14 | 13F | Capula Management Ltd | 64,495 | -99.46 | 38,539 | -99.48 | ||||
| 2026-05-01 | 13F | Financial Counselors Inc | 1,855 | -0.38 | 1,108 | -5.06 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 687 | -1.72 | 411 | -6.39 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 8,311 | -4.42 | 4,956 | -9.15 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 172,623 | -0.84 | 111,318 | 0.02 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 6,995 | -4.51 | 4,180 | -9.01 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 14,898 | -9.10 | 8,902 | -13.39 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 7,386 | -25.54 | 4,414 | -29.05 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 42,851 | -4.85 | 27,907 | -1.19 | ||||
| 2026-02-13 | 13F | Axa S.a. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 1,122 | -9.15 | 670 | -13.44 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 3,102 | -7.07 | 1,854 | -11.42 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 10,061 | -3.31 | 6,012 | -9.19 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5,180 | -4.15 | 3,096 | -8.65 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21,407 | -62.82 | 12,792 | -4.44 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 3,147 | -0.03 | 1,880 | -4.76 | ||||
| 2026-02-12 | 13F | Leith Wheeler Investment Counsel Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 2,428 | -23.33 | 1,451 | -26.95 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 2,443 | -15.11 | 1,460 | -19.12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 216,680 | -30.28 | 129,478 | -33.57 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 7,155 | -47.00 | 4,276 | -49.50 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 9,833 | -5.70 | 5,876 | -10.14 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 3,012 | -1.79 | 1,800 | -6.45 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 13,098 | -28.81 | 7,827 | -32.17 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 848 | -14.86 | 507 | -18.91 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3,273 | -82.48 | 1,956 | -65.40 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 80,249 | -0.46 | 47,953 | -5.05 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 302 | -23.35 | 180 | -27.13 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 81,617 | -0.13 | 53,177 | 3.14 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 308 | -99.48 | 184 | -99.51 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 5,427 | -4.56 | 3,243 | -9.06 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 964 | -52.47 | 629 | -50.04 | ||||
| 2026-05-01 | 13F | Spectrum Financial Alliance Ltd LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 15,729 | -0.04 | 10,342 | 2.98 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 524 | -4.73 | 313 | -9.01 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 20,881 | -20.71 | 12,173 | -24.79 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 671 | -19.35 | 401 | -23.03 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 1,627 | -4.46 | 972 | -8.90 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 2,217 | -1.90 | 1,325 | -6.56 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-30 | 13F | Equitable Trust Co | 315,926 | -2.32 | 188,782 | -6.93 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 10,851 | -0.98 | 6,484 | -5.65 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 25,508 | -1.43 | 15,242 | -6.08 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 24,030 | -19.09 | 14,359 | -22.90 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 10,255 | -4.19 | 6,128 | -8.73 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2,261 | -0.35 | 1,351 | -4.99 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11,198 | -13.31 | 6,691 | -17.41 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 4,305 | -16.25 | 2,572 | -20.20 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 523 | -49.81 | 313 | -52.22 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 6,629 | -3.37 | 3,961 | -7.93 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 732 | -81.79 | 437 | -82.67 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3,109 | -2.48 | 1,950 | -0.15 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 257,282 | -0.68 | 154 | -5.56 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1,909 | -30.30 | 1,156 | -33.41 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 25,956 | -1.08 | 15,510 | -5.74 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 90,698 | -0.26 | 54,197 | -4.97 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2,888 | -9.81 | 1,726 | -14.09 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 63,218 | -3.51 | 37,776 | -8.06 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 3,884 | -8.55 | 2,321 | -12.88 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 12,509 | -2.08 | 7,475 | -6.69 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 470 | -2.08 | 281 | -6.98 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 36,260 | -0.30 | 21,667 | -5.00 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 669 | -4.29 | 400 | -8.90 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11,958 | -5.69 | 7,499 | -5.68 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 29,985 | -2.52 | 17,917 | -7.12 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 144 | -4.00 | 86 | -8.51 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 282 | -7.24 | 169 | -11.58 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 368,608 | -23.52 | 220,262 | -27.12 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2,071 | -4.21 | 1,238 | -9.44 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 39,773 | -4.03 | 23,767 | -8.55 | ||||
| 2026-01-27 | 13F | Wealthspan Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 141 | -56.21 | 84 | -58.21 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 2,099 | -0.10 | 1,254 | -4.78 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 10,968 | -0.13 | 6,554 | -4.85 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 648 | -40.44 | 387 | -43.26 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 15,183 | -0.56 | 9,521 | 1.84 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 4,668 | -24.37 | 2,598 | -32.87 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 106,274 | -11.35 | 61,265 | -18.51 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 618 | -3.29 | 369 | -7.75 | ||||
| 2026-05-15 | 13F | Eagle Capital Management Llc | 762 | -87.03 | 455 | -87.65 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 71,380 | -1.81 | 42,653 | -6.44 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 1,288 | -17.06 | 770 | -20.97 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 3,424 | -4.54 | 2,046 | -9.03 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 24,525 | -55.88 | 14,655 | -57.96 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 413 | -27.42 | 247 | -30.62 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 305,843 | -3.01 | 182,756 | -7.59 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 19,707 | -0.43 | 11,776 | -5.12 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 8,662 | -0.52 | 5,217 | -4.45 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 3,872 | -4.30 | 2,332 | -8.08 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 7,120 | -0.48 | 4,254 | -5.17 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 139,742 | -2.08 | 83,503 | -6.69 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 20,169 | -0.85 | 12,052 | -5.53 | ||||
| 2026-04-23 | 13F | Premier Path Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 32,870 | -37.90 | 19,641 | -40.83 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 1,798 | -1.10 | 1,075 | -5.71 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,698,917 | -25.92 | 2,209,772 | -29.43 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 1,270 | -0.55 | 759 | -5.25 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 21,357 | -0.96 | 12,762 | -5.63 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 3,220 | -3.82 | 1,924 | -8.34 | ||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Marotta Asset Management | 11,015 | -10.26 | 6,634 | -13.81 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 2,411 | -70.87 | 1,441 | -72.25 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 8,329 | -0.83 | 4,977 | -5.52 | ||||
| 2026-04-09 | 13F | P/E Global LLC | 854,860 | -3.43 | 510,822 | -7.98 | ||||
| 2026-05-08 | 13F | Bluebird Wealth Management LLC | 1,862 | -3.57 | 1,113 | -8.10 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 575 | -51.80 | 343 | -54.14 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 593 | -5.12 | 354 | -9.46 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 19,161 | -7.16 | 11,450 | -11.54 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 10,572 | -1.81 | 6,317 | -6.44 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 2,241 | -35.81 | 1,529 | -30.09 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 94,300 | -61.88 | 56,349 | -63.68 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 523 | -4.39 | 330 | -5.19 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 2,443 | -31.61 | 1,460 | -34.84 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 1,295 | -1.52 | 774 | -6.19 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 70,480 | -30.73 | 42,115 | -33.99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15,920 | -72.93 | 9,513 | -74.20 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 12,127 | -0.44 | 7,247 | -5.14 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1,042 | -20.40 | 623 | -24.15 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F/A | Granite FO LLC | 3,263 | -1.63 | 1,950 | -6.30 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 69 | -41.03 | 41 | -43.84 | ||||
| 2026-05-14 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 29,037 | -4.65 | 17,351 | -9.14 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5,258,941 | -2.30 | 3,142,480 | 0.86 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 117,397 | -2.34 | 73,623 | 0.01 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 39,086 | -1.76 | 23,356 | -7.20 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 1,360 | -0.07 | 812 | -6.56 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1,831 | -61.40 | 1,094 | -63.21 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 2,598 | -0.57 | 1,552 | -5.25 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 49,086 | -0.21 | 29,331 | -4.91 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 104,318 | -6.81 | 62,335 | -11.21 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 1,964 | -3.73 | 1,174 | -8.29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 328,683 | -14.10 | 196,405 | -18.15 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Weaver Consulting Group | 4,618 | -12.59 | 2,760 | -16.70 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 1,793 | -2.40 | 1,071 | -7.03 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 29,000 | -2.85 | 17,329 | -7.43 | ||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 2,319 | -7.94 | 1,386 | -12.29 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4,184 | -24.79 | 2,500 | -28.33 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 468 | -6.59 | 279 | -11.15 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 77,778 | -3.85 | 46,874 | -8.41 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 586 | -0.68 | 350 | -5.41 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 7,027 | -1.06 | 4,199 | -5.73 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 401 | -10.69 | 240 | -14.95 | ||||
| 2026-05-15 | 13F | Wit, Llc | 335,259 | -12.41 | 200,334 | -16.55 | ||||
| 2026-04-30 | 13F | Sompo Japan Nipponkoa Asset Management Co.,ltd. | 74,621 | -7.78 | 44,590 | -12.13 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 2,210 | -0.41 | 1,425 | 2.44 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3,293 | -9.58 | 1,968 | -13.88 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 4,222 | -22.22 | 2,523 | -25.89 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 20,870 | -0.22 | 12,471 | -4.92 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 3,052 | -61.08 | 1,824 | -62.92 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 19,884 | -1.70 | 11,882 | -6.34 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 2,423 | -8.81 | 1,448 | -13.15 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 42,529 | -0.02 | 25,413 | -4.73 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 1,396 | -18.12 | 834 | -21.98 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 3,517 | -3.25 | 2,102 | -7.81 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 56,117 | -1.37 | 94 | 3.33 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 8,996 | -1.87 | 5,376 | -6.51 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 12,600 | -1.16 | 7,529 | -5.83 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 3,097 | -76.73 | 1,977 | -76.65 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 83,705 | -1.36 | 50,018 | -6.01 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 39,030 | -1.07 | 23 | -4.17 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 25,409 | -2.08 | 15,183 | -6.70 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 7,534 | -47.44 | 4,502 | -49.93 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 46,793 | -2.37 | 27,961 | -6.98 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Westchester Capital Management, Inc. | 543 | -5.73 | 324 | -10.25 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 7,015 | -1.89 | 4,192 | -6.51 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 411 | -4.64 | 246 | -9.26 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 480 | -0.41 | 287 | -6.23 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2,008 | -6.52 | 1,200 | -10.99 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 2,591 | -60.19 | 1,548 | -62.08 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 12,800 | -83.62 | 7,649 | -84.39 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 2,452 | -0.24 | 1,465 | -4.93 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 5,579 | -0.32 | 3,334 | -5.04 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 17,244 | -1.15 | 10,304 | -5.80 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 10,992 | -2.87 | 6,568 | -7.45 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 996 | -3.39 | 595 | -7.89 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 2,328 | -3.68 | 1,391 | -8.25 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 353 | -99.52 | 231 | -99.51 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 19,799 | -2.31 | 11,831 | -6.92 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 95,319 | -3.16 | 56,958 | -7.73 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 1,457 | -36.93 | 871 | -39.92 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 7,123 | -8.77 | 4,257 | -13.09 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5,228 | -3.63 | 3,478 | 0.23 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2,184 | -1.67 | 1,305 | -6.25 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 221 | -38.44 | 132 | -41.07 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 17,684 | -3.79 | 10,568 | -8.33 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12,907 | -67.54 | 8,759 | -64.88 | ||||
| 2026-05-14 | 13F | Marathon Capital Management | 336 | -6.67 | 200 | -11.11 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 65,613 | -5.02 | 39,207 | -9.49 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 78,669 | -61.64 | 47,008 | -63.45 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2,542 | -1.78 | 1,519 | -6.47 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 526 | -1.13 | 314 | -5.71 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 3,347 | -6.30 | 2,000 | -10.71 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2,282 | -55.83 | 1,364 | -57.92 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 4,486 | -3.96 | 2,681 | -8.50 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 16,842 | -0.14 | 10,064 | -4.85 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 222,141 | -0.91 | 139,311 | 1.48 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 89,882 | -1.63 | 53,709 | -6.27 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 32,999 | -0.08 | 19,719 | -4.80 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 48,406 | -0.15 | 30,413 | 2.45 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3,006,863 | -0.98 | 1,796,751 | -5.65 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 2,700 | -81.51 | 1,613 | -82.38 | |||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4,588 | -1.01 | 2,741 | -5.68 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 1,944 | -1.07 | 1,162 | -5.76 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 487 | -4.51 | 291 | -8.78 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 1,274 | -3.85 | 761 | -8.31 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 414 | -15.34 | 247 | -19.28 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 81,087 | -46.59 | 48,453 | -49.11 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1,848 | -1.55 | 1,104 | -6.20 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 7,945 | -1.73 | 4,748 | -6.37 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 8,010 | -7.99 | 4,786 | -12.34 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 874 | -0.11 | 578 | 3.41 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 15,490 | -8.98 | 9,256 | -4.48 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 7,182 | -4.46 | 4,292 | -9.13 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 1,656 | -15.21 | 990 | -19.20 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 378 | -14.48 | 226 | -18.41 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 1,955 | -3.93 | 1,168 | -8.46 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 81,521 | -0.11 | 48,713 | -4.82 | ||||
| 2026-05-04 | 13F | Nicholson Wealth Management Group, LLC | 7,550 | -11.58 | 4,512 | -15.76 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 64,528 | -0.44 | 38,559 | -5.13 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 7,038 | -2.76 | 4,205 | -7.36 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 397 | -32.25 | 237 | -35.42 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 10,239 | -5.32 | 6,118 | -9.78 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 3,439 | -2.27 | 2,055 | -6.89 | ||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 6,613 | -91.89 | 4 | -94.12 | ||||
| 2026-05-11 | 13F | Allianz Se | 48,727 | -38.60 | 29,117 | -41.50 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 353 | -0.56 | 211 | -7.08 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 19,833 | -0.96 | 11,851 | -5.63 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3,281 | -0.46 | 1,961 | -5.18 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 2,472 | -0.12 | 1,477 | -4.90 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 783 | -13.10 | 468 | -17.35 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10,251 | -1.60 | 6,125 | -6.25 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 8,841 | -87.43 | 5,283 | -88.02 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 21,596 | -2.48 | 12,905 | -7.08 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 22,552 | -0.53 | 13,476 | -5.23 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 203,535 | -1.07 | 121,622 | -5.73 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 252,037 | -0.59 | 150,605 | -5.28 | ||||
| 2026-05-15 | 13F | ROI Financial Advisors, LLC | 947 | -1.76 | 566 | -6.46 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 1,475 | -14.89 | 881 | -18.88 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 556 | -95.32 | 332 | -95.54 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 2,906 | -3.62 | 1,736 | -8.15 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 65,157 | -1.21 | 38,935 | -5.87 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 5,464 | -0.27 | 3,265 | -4.98 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 979 | -2.10 | 585 | -6.86 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1,620 | -0.86 | 968 | -5.47 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 39,410 | -23.44 | 23,550 | -27.05 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 6,676 | -19.81 | 3,989 | -23.58 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 5,270 | -0.02 | 3,149 | -4.75 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 634 | -4.52 | 379 | -9.13 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 30 | -76.56 | 18 | -78.75 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 2,427 | -19.95 | 1,450 | -23.72 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 74,348 | -0.39 | 44,427 | -5.09 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 3,799 | -5.64 | 2,270 | -10.06 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 12,922 | -2.57 | 7,722 | -7.17 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 101,238 | -2.83 | 60 | -7.69 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 8,935 | -22.84 | 5,339 | -26.48 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 12,210 | -0.29 | 7,296 | -4.99 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 524 | -0.95 | 313 | -5.44 | ||||
| 2026-02-18 | 13F | Adventist Health System/ West | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 61,772 | -0.68 | 36,912 | -5.37 | ||||
| 2026-04-23 | 13F | Klein Pavlis & Peasley Financial, Inc. | 612 | -4.67 | 366 | -9.20 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 4,786 | -3.49 | 2,860 | -8.04 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 1,314 | -0.23 | 785 | -4.97 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 439 | -10.41 | 262 | -14.66 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 9,227 | -0.97 | 5,513 | -5.65 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 4,791 | -8.62 | 2,863 | -12.93 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 607 | -10.21 | 363 | -14.42 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 14,316 | -1.08 | 8,555 | -5.74 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 112,485 | -0.47 | 67,215 | -5.16 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 55,556 | -2.15 | 33,197 | -6.76 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2,186 | -16.47 | 1,306 | -20.41 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 9,298 | -8.25 | 5,556 | -12.57 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 14,221 | -0.39 | 8,498 | -5.09 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 11,425 | -3.40 | 6,827 | -7.96 | ||||
| 2026-05-15 | 13F | Amundi | 11,597 | -1.87 | 6,930 | -6.50 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 3,975 | -3.17 | 2,375 | -7.73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 395,174 | -14.52 | 236,137 | -18.55 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,025 | -6.31 | 612 | -10.79 | ||||
| 2026-04-22 | 13F | ASO GROUP Ltd | 60,989 | -13.28 | 36 | -18.18 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 3,765 | -1.34 | 2,250 | -5.98 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 648 | -7.69 | 387 | -12.05 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 4,364 | -0.34 | 2,608 | -5.23 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 2 | -84.62 | 0 | |||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 38,914 | -3.77 | 23,253 | -8.31 | ||||
| 2026-05-08 | 13F | Nia Impact Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 56,535 | -1.25 | 33,782 | -5.91 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 468,814 | -68.94 | 280,140 | -7.34 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 4,459 | -1.39 | 2,664 | -6.03 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 3,311 | -1.66 | 1,978 | -6.30 | ||||
| 2026-04-30 | 13F | Henson-Edgewater Management, LLC | 3,472 | -1.00 | 2,075 | -5.68 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 524 | -6.09 | 313 | -10.32 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 8,000 | -4.76 | 4,780 | -9.25 | |||
| 2026-04-07 | 13F | Cooper Financial Group | 1,486 | -9.22 | 888 | -13.45 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 280,269 | -1.42 | 167,475 | -6.07 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 4,905 | -0.22 | 2,931 | -4.93 | ||||
| 2026-04-07 | 13F | Eastern Bank | 15,396 | -6.06 | 9,200 | -10.50 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,292 | -54.63 | 3 | -60.00 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 457,873 | -29.80 | 273,602 | -33.11 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 93,331 | -0.50 | 55,770 | -5.20 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 2,383 | -61.16 | 1,424 | -63.01 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 2,439 | -3.14 | 1,457 | -7.73 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 10,720 | -0.42 | 6,406 | -5.13 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 1,155 | -12.30 | 690 | -16.36 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 11,277 | -0.34 | 6,738 | -5.05 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 27,491 | -1.38 | 16,427 | -6.03 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 3,372 | -0.59 | 2,015 | -5.27 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 636,748 | -0.15 | 380,489 | -4.86 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 1,928 | -2.38 | 1,152 | -7.03 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 605 | -5.76 | 362 | -10.20 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 19,953 | -2.86 | 11,923 | -7.44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 24,365,727 | -0.82 | 14,559,742 | -5.50 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 5,050 | -0.63 | 3,017 | -5.33 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 461 | -16.33 | 275 | -20.29 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2,263 | -5.59 | 1,353 | -10.05 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 10,981 | -6.75 | 6,562 | -11.15 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 11,077 | -3.60 | 6,619 | -8.15 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 3,057 | -21.17 | 1,827 | -24.89 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 54 | -15.62 | 33 | -20.00 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1,154 | -13.69 | 689 | -17.78 | ||||
| 2026-02-05 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 18,898 | -1.36 | 11,292 | -6.02 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 5,123 | -11.18 | 3,061 | -15.37 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-05-11 | 13F | E-L Financial Corp Ltd | 1,266,574 | -14.41 | 1,036,868 | -18.57 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 31 | -45.61 | 21 | -42.86 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Seros Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 38,779 | -0.41 | 23,173 | -5.11 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 27,278 | -0.66 | 16,300 | -5.35 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1,240 | -5.13 | 741 | -9.65 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 492 | -5.20 | 294 | -9.85 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 31 | -39.22 | 19 | -43.75 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Korea Investment CORP | 34,342 | -84.73 | 20,521 | -85.45 | ||||
| 2026-01-29 | 13F | Live Oak Investment Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Harvey Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 634 | -7.31 | 379 | -11.68 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 529 | -15.63 | 316 | -19.59 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 955 | -19.41 | 571 | -23.28 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8,096 | -64.68 | 4,838 | -66.35 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 1,763 | -5.37 | 1,053 | -9.85 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 40,118 | -0.54 | 23,973 | -5.23 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 51,505 | -1.48 | 30,777 | -6.13 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 52,427 | -0.03 | 31,328 | -4.74 | ||||
| 2026-05-12 | 13F | Ilmarinen Mutual Pension Insurance Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 30,930 | -1.37 | 18,482 | -6.03 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 399 | -26.25 | 238 | -29.79 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 1,278 | -0.31 | 764 | -4.98 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 16,354 | -3.20 | 9,772 | -7.77 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 953 | -47.46 | 570 | -48.74 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 449 | -3.23 | 269 | -7.59 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1,846 | -57.94 | 1,103 | -59.92 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 8,775 | -12.00 | 5,244 | -16.15 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 8,980 | -0.98 | 5,366 | -5.64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6,945 | -38.66 | 4,150 | -41.56 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 6,466 | -17.63 | 3,864 | -21.53 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1,618 | -7.96 | 967 | -12.34 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 388,153 | -2.77 | 231,941 | -7.35 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 10,841 | -19.87 | 6,478 | -23.64 | ||||
| 2026-02-17 | 13F | Man Group plc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 679,381 | -15.19 | 405,964 | -19.19 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3,071 | -3.21 | 1,835 | -7.74 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 1,006 | -9.53 | 601 | -13.77 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 9,348 | -0.26 | 5,586 | -4.97 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 8,144 | -0.02 | 4,867 | -4.74 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 265 | -5.02 | 158 | -9.20 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 337 | -0.59 | 201 | -5.19 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 2,872 | -12.31 | 1,716 | -16.42 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 109,676 | -56.41 | 65,537 | -58.47 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21,215 | -0.73 | 12,677 | -5.42 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 1,814 | -40.78 | 1,084 | -43.59 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 21,193 | -13.93 | 12,664 | -17.99 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 5,438 | -1.68 | 3,250 | -7.78 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2,832 | -1.26 | 1,692 | -5.90 | ||||
| 2026-05-13 | 13F | Connective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2,441 | -0.08 | 1,459 | -4.77 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 792 | -3.77 | 474 | -8.33 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 1,131 | -3.08 | 676 | -7.66 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 4,736 | -0.34 | 2,830 | -5.07 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 30,803 | -16.61 | 18,407 | -20.55 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12,296 | -2.11 | 7,347 | -6.73 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 20,215 | -1.88 | 11,743 | -9.10 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 111,614 | -1.22 | 72,690 | 1.13 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 18,535 | -0.20 | 12,649 | 13.89 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 25,213 | -0.38 | 15,066 | -5.08 | ||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 110,600 | -3.49 | 66,089 | -8.04 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 26,960 | -0.35 | 16,110 | -5.05 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 1,417 | -7.26 | 847 | -11.69 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 156 | -4.29 | 93 | -8.82 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 10,407 | -6.18 | 6,218 | -10.60 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 11,181 | -15.34 | 6,681 | -19.33 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 699 | -10.61 | 418 | -14.90 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 3,759 | -23.86 | 2,246 | 15.84 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 8,062 | -1.48 | 4,818 | -6.12 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 1,675 | -3.01 | 1,001 | -9.01 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 100 | -16.67 | 60 | -21.33 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 34,932 | -37.29 | 20,874 | -40.25 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Gainplan LLC | 8,787 | -40.66 | 5,250 | -43.46 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 1,948 | -0.66 | 1,164 | -5.37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 386,585 | -2.32 | 231 | -6.85 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 14,857 | -10.11 | 8,878 | -14.36 | ||||
| 2026-05-08 | 13F | Leisure Capital Management | 1,042 | -38.49 | 623 | -41.43 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1,824 | -4.15 | 1,090 | -10.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,237,277 | -5.03 | 739,956 | -9.53 |