Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51,625 | -3.16 | 16 | -6.25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15,445 | -0.13 | 4,668 | -0.09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | -97.52 | 15 | -97.53 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12,528 | -4.52 | 3,786 | -4.47 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | -18.76 | 214 | -18.63 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8,486 | -3.84 | 2,565 | -3.83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | -0.83 | 108 | 0.00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | -27.13 | 260 | -27.17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7,000 | -38.05 | 2,116 | -38.03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3,760 | -0.58 | 1,137 | -0.53 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27,810 | -3.88 | 8,405 | -3.84 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6,714 | -2.21 | 2,029 | -2.17 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2,221 | -5.65 | 671 | -5.63 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1,265 | -0.94 | 382 | -0.78 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12,130 | -3.27 | 3,666 | -3.22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6,396 | -15.05 | 1,933 | -15.00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1,147 | -0.26 | 347 | -0.29 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5,227 | -4.83 | 1,580 | -4.82 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4,807 | -6.57 | 1,453 | -6.56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4,956 | -3.45 | 1,498 | -3.42 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1,585 | -0.63 | 479 | -0.42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4,353 | -42.75 | 1,316 | -42.73 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | -42.25 | 90 | -41.94 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1,393 | -19.99 | 421 | -19.81 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392,074 | -0.09 | 1,347 | -7.30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12,969 | -0.18 | 3,920 | -0.15 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76,194 | -0.02 | 23 | 0.00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | -1.91 | 248 | -1.98 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1,450 | -8.81 | 438 | -8.75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 1,816 | -0.77 | 549 | -0.72 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19,292 | -2.72 | 5,831 | -2.69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2,599 | -4.34 | 785 | -4.27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1,579 | -44.24 | 477 | -44.21 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1,776 | -10.71 | 537 | -10.67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 20,773 | -40.79 | 6 | -40.00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3,215 | -0.25 | 972 | -0.21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1,356 | -17.27 | 410 | -17.37 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 16,429 | -96.18 | 4,966 | -96.18 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 89 | -63.22 | 27 | -64.38 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 855 | -50.00 | 517 | 0.00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2,835 | -17.23 | 857 | -17.21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 549 | -0.18 | 166 | 0.00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5,608 | -1.28 | 1,695 | -1.22 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 966 | -60.33 | 292 | -60.27 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5,135 | -10.01 | 1,552 | -9.92 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3,648 | -10.10 | 1,103 | -10.04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6,594 | -1.76 | 1,992 | -1.73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1,229 | -10.88 | 371 | -10.82 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10,697 | -4.31 | 3,233 | -4.26 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15,807 | -2.44 | 4,777 | -2.41 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1,943 | -0.87 | 587 | -0.84 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5,889 | -13.24 | 1,780 | -13.17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1,098 | -0.09 | 332 | -0.30 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 694 | -14.11 | 210 | -14.34 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3,086 | -6.37 | 933 | -6.33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9,116 | -0.92 | 2,754 | 0.55 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50,068 | -20.59 | 15,133 | -20.55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | -12.84 | 97 | -12.73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2,262 | -4.80 | 684 | -4.74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10,372 | -2.90 | 3,135 | -2.85 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10,858 | -2.49 | 3,280 | -1.00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 13,868 | -1.48 | 4,192 | -1.43 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1,424 | -10.94 | 430 | -10.97 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 482 | -17.47 | 146 | -17.61 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1,650 | -2.54 | 499 | -2.54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1,134 | -8.25 | 343 | -8.31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | -3.62 | 201 | -3.37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1,506 | -3.34 | 492 | -2.00 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | -49.64 | 21 | -48.78 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1,570 | -33.02 | 475 | -33.05 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1,085 | -8.28 | 328 | -8.40 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18,370 | -2.41 | 5,552 | -2.36 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3,125 | -75.71 | 945 | -73.80 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2,423 | -0.04 | 732 | 0.00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1,476 | -1.53 | 446 | -1.33 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7,758 | -0.08 | 2,345 | -0.04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2,939 | -0.34 | 888 | -0.22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2,267 | -5.54 | 685 | -5.52 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8,808 | -2.95 | 2,662 | -2.88 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2,465 | -0.80 | 745 | -0.80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14,324 | -0.37 | 4,330 | -0.32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 404 | -3.81 | 122 | -2.40 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 5,652 | -3.29 | 1,708 | -3.29 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13,194 | -2.76 | 3,988 | -2.73 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 750 | -1.19 | 227 | -1.31 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1,679 | -47.13 | 508 | -47.13 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 846 | -11.51 | 256 | -11.46 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18,589 | -0.40 | 5,619 | -2.84 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16,692 | -2.60 | 5,045 | -2.55 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13,742 | -15.43 | 4,154 | -15.40 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5,493 | -0.22 | 1,660 | -0.18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12,280 | -19.40 | 3,712 | -19.36 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2,017 | -7.90 | 610 | -7.87 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5,311 | -3.80 | 1,606 | -3.72 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 86,956 | -6.24 | 26,282 | -6.20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1,646 | -0.18 | 498 | -0.20 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | -3.47 | 109 | -3.54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8,422 | -6.71 | 2,546 | -6.67 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1,937 | -3.73 | 585 | -2.17 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1,120 | -3.78 | 339 | -3.70 | ||||
| 2026-05-01 | 13F | American Trust | 3,884 | -1.62 | 1,174 | -1.51 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | -10.54 | 267 | -10.74 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8,041 | -1.30 | 2,430 | -1.26 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | -8.82 | 281 | -8.77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1,222 | -50.04 | 369 | -50.00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | -0.74 | 201 | -0.50 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1,541 | -4.70 | 466 | -4.71 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18,634 | -2.66 | 6,141 | -0.34 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 692 | -8.34 | 209 | -8.33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8,834 | -11.33 | 2,670 | -11.27 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8,522 | -36.67 | 2,576 | -36.65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25,974 | -3.74 | 7,851 | -3.70 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5,545 | -22.72 | 1,706 | -24.59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1,680 | -78.35 | 508 | -78.37 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3,691 | -54.16 | 1,116 | -54.15 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 142,837 | -3.97 | 43,174 | -3.92 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2,157 | -10.01 | 652 | -10.08 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14,297 | -33.16 | 4,321 | -33.78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 317,705 | -2.39 | 96,027 | -2.34 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26,756 | -6.57 | 8,091 | -6.52 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 258 | -91.88 | 78 | -91.85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24,860 | -4.10 | 7,514 | -4.06 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3,296 | -0.63 | 1,019 | 0.10 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17,104 | -0.28 | 5,170 | -0.23 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1,794 | -0.50 | 542 | -0.37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1,977 | -9.15 | 597 | -10.09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42,528 | -16.83 | 12,854 | -16.80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8,807 | -2.93 | 2,662 | -2.92 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 668 | -6.57 | 202 | -6.94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2,558 | -5.61 | 773 | -5.50 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 18,272 | -2.33 | 5,523 | -2.28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1,247 | -0.48 | 383 | -1.79 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 87,775 | -4.13 | 26,530 | -4.09 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10,286 | -12.79 | 3,109 | -12.77 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3,468 | -5.86 | 1,048 | -5.84 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7,061 | -0.11 | 2,134 | -0.05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17,396 | -2.06 | 5,857 | 1.90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4,989 | -1.01 | 1,508 | -0.99 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1,655 | -5.05 | 500 | -4.94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17,234 | -11.20 | 5,209 | -11.15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3,576 | -0.17 | 1,081 | -0.18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1,246 | -5.82 | 376 | -5.76 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 476,911 | -1.30 | 144,146 | -1.26 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5,122 | -0.39 | 1,548 | -0.32 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 2,740 | -1.08 | 828 | -4.39 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7,115 | -0.75 | 2,248 | 3.83 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 29,536 | -0.39 | 8,927 | -0.35 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2,135 | -2.06 | 645 | -1.98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212,659 | -5.59 | 64,246 | 95,789.55 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,272 | -13.17 | 384 | -13.12 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 6,970 | -0.09 | 2,107 | -0.05 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 2,257 | -0.88 | 682 | -2.30 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32,604 | -5.86 | 9,855 | -12.07 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2,454 | -9.21 | 742 | -9.19 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2,062 | -1.25 | 623 | -1.11 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2,340 | -0.55 | 707 | -0.56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4,687 | -2.09 | 1,417 | -2.07 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46,823 | -8.23 | 14,152 | -8.18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1,487 | -21.20 | 449 | -21.23 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 1,975 | -4.45 | 597 | -4.33 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1,590 | -0.31 | 481 | -0.21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | -20.89 | 220 | -26.01 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | -5.57 | 262 | -5.43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 435 | -14.71 | 131 | -14.94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 7,035 | -3.76 | 2,126 | -3.71 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 254 | -18.85 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1,250 | -3.10 | 378 | -3.08 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2,970 | -11.76 | 898 | -11.80 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69,015 | -0.35 | 20,860 | -0.31 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14,118 | -7.57 | 4,267 | -7.52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79,726 | -2.62 | 24,097 | -2.57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1,630 | -1.45 | 493 | -1.40 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10,609 | -0.69 | 3,207 | -0.65 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18,694 | -4.13 | 5,650 | -4.07 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2,939 | -50.64 | 888 | -50.61 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | -16.88 | 58 | -15.94 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2,688 | -0.19 | 812 | -0.12 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4,536 | -2.24 | 1,371 | -2.21 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 29,248 | -0.04 | 8,840 | 0.01 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3,671 | -0.08 | 1,114 | 0.27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32,927 | -3.05 | 9,952 | -3.01 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,238 | -1.67 | 676 | -1.60 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 4,117 | -0.05 | 1,244 | 0.00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1,176 | -2.33 | 355 | -2.20 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 1,474 | -33.72 | 446 | -33.68 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32,109 | -5.34 | 10,851 | 5.88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4,293 | -0.95 | 1,298 | -0.92 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35 | -75.86 | 11 | -76.74 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4,413 | -16.09 | 1,334 | -16.06 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1,051 | -1.59 | 318 | -1.55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47,883 | -2.39 | 14,473 | -2.35 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | -85.26 | 4 | -85.71 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 758 | -18.93 | 229 | -18.79 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 64,479 | -0.28 | 19,489 | -0.24 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,025 | -0.97 | 310 | -0.96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50,527 | -0.97 | 15,272 | -0.93 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2,832 | -12.35 | 856 | -12.40 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 4,174 | -3.47 | 1,262 | -3.45 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -50.00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1,803 | -14.67 | 545 | -14.73 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4,102 | -1.30 | 1,240 | -1.27 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | -9.42 | 250 | -9.09 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1,427 | -2.73 | 431 | -2.71 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2,244 | -92.52 | 678 | -92.51 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3,881 | -16.05 | 1,173 | -15.97 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10,612 | -3.32 | 3,208 | -3.29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 214 | -38.68 | 65 | -39.05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3,268 | -0.73 | 988 | -0.70 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15,423 | -0.18 | 4,662 | -0.13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18,569 | -21.53 | 5,612 | -21.50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32,815 | -10.10 | 9,918 | -10.06 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3,238 | -0.28 | 979 | -0.20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8,438,257 | -17.74 | 2,550,463 | -17.70 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | -0.33 | 272 | -0.37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1,997 | -66.03 | 604 | -66.03 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 165 | -45.72 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 21,547 | -4.70 | 7,285 | 1.85 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1,233 | -70.96 | 373 | -70.98 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12,293 | -31.33 | 3,716 | -31.31 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | -2.28 | 233 | -2.10 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5,529 | -12.60 | 1,671 | -12.56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10,488 | -0.34 | 3,170 | -0.31 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44,441 | -7.26 | 13,432 | -7.22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14,876 | -1.79 | 4,496 | -1.75 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 4,379 | -1.57 | 1,324 | -1.64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2,811 | -5.86 | 850 | -5.88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8,816 | -4.13 | 2,665 | -4.10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131,049 | -1.54 | 39,579 | -1.49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 19,197 | -1.72 | 5,802 | -1.68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41,002 | -5.27 | 12,393 | -5.22 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2,024 | -0.49 | 612 | -0.49 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2,272 | -5.25 | 687 | -5.25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | -14.29 | 2 | -50.00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 491 | -1.60 | 148 | 0.00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5,366 | -1.29 | 1,622 | -1.28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 940 | -44.44 | 286 | -44.03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11,290 | -0.32 | 3,412 | -0.26 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 999 | -19.57 | 302 | -19.73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21,262 | -0.93 | 6,423 | -0.93 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 10,608 | -3.27 | 3,206 | -3.23 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7,670 | -2.42 | 2,318 | -2.36 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7,314 | -1.48 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | -82.71 | 0 | -100.00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8,878 | -1.22 | 2,683 | -1.18 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | -11.11 | 2 | 0.00 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1,271 | -1.85 | 384 | -1.79 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | -34.76 | 267 | -34.72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77,540 | -22.81 | 23,829 | -25.33 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54,229 | -4.28 | 16,391 | -4.24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 6,564 | -6.40 | 2,022 | -9.25 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 12 | -42.86 | 4 | -50.00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | -3.05 | 259 | -3.00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1,277 | -3.11 | 386 | -3.27 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23,702 | -1.23 | 7,164 | -1.19 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9,444 | -4.66 | 2,854 | -4.61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | -0.39 | 230 | -0.43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2,052 | -3.98 | 620 | -3.88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1,678 | -8.71 | 507 | -8.65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | -18.87 | 213 | -17.83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,205 | -0.80 | 969 | -0.82 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23,495 | -3.03 | 7,101 | -2.98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2,187 | -1.17 | 661 | -1.05 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34,802 | -1.25 | 10,519 | -1.21 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1,864 | -1.27 | 563 | -1.23 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75,478 | -2.24 | 22,813 | -2.19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1,180 | -1.67 | 357 | -1.66 | ||||
| 2026-04-15 | 13F | City Holding Co | 4,134 | -1.55 | 1,249 | -1.50 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29,838 | -0.60 | 9,019 | -0.55 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3,812 | -1.12 | 1,152 | -1.03 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | -12.29 | 298 | -12.39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,611 | -37.85 | 487 | -37.93 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4,329 | -93.67 | 1,308 | -93.58 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3,772 | -7.09 | 1,140 | -7.01 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 103,182 | -11.48 | 31,187 | -11.43 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3,590 | -3.03 | 1,091 | -2.94 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14,463 | -3.37 | 4,371 | -3.32 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40,543 | -0.24 | 12,254 | -0.19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17,662 | -41.63 | 5,338 | -41.61 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3,439 | -4.31 | 1,039 | -9.89 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 776 | -0.26 | 235 | -0.43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 4,062 | -0.47 | 1,228 | -0.41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 542 | -1.09 | 164 | -1.21 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9,431 | -3.29 | 2,850 | -3.26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1,228 | -18.89 | 395 | -13.38 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1,713 | -1.72 | 518 | -1.71 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2,986 | -1.45 | 902 | -3.84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25,547 | -4.24 | 7,721 | -4.19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 762 | -21.69 | 230 | -21.50 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3,441 | -2.36 | 1,040 | -2.26 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8,708 | -1.58 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3,928 | -9.53 | 1,187 | -9.46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2,367 | -34.67 | 715 | -34.64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 428 | -10.46 | 129 | -10.42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28,015 | -3.95 | 8,468 | -3.90 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 193 | -76.20 | 58 | -76.33 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6,780 | -9.53 | 2,050 | -9.46 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 19,773 | -37.56 | 5,976 | -37.53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3,585 | -7.00 | 1,084 | -6.96 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1,287 | -34.70 | 389 | -34.79 | ||||
| 2026-05-11 | 13F | United Bank | 2,770 | -35.45 | 837 | -35.42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 123 | -38.50 | 37 | -38.33 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2,730 | -34.50 | 825 | -34.47 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14,297 | -0.27 | 4,321 | -0.21 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3,299 | -3.26 | 997 | -3.20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2,625 | -5.06 | 793 | -5.03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2,974 | -0.97 | 899 | -0.88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4,792 | -12.52 | 1,448 | -12.45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23,699 | -78.40 | 23,659 | -28.61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 2,983 | -2.39 | 902 | -2.38 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7,334 | -2.43 | 2,222 | -2.37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2,949 | -22.60 | 891 | -22.59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1,707 | -1.61 | 516 | -4.81 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 684 | -9.40 | 207 | -9.65 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 12,529 | -11.21 | 3,787 | -11.19 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2,871 | -13.39 | 868 | -13.39 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 14,573 | -1.19 | 4,405 | -1.14 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2,216 | -1.82 | 670 | -1.76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243,275 | -2.28 | 70,450 | -6.33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3,124 | -28.79 | 944 | -28.75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8,456 | -51.42 | 2,556 | -51.41 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5,084 | -2.70 | 1,537 | -2.66 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6,095 | -0.02 | 1,842 | 0.05 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2,700 | -6.80 | 816 | 16.43 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1,799 | -14.41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9,041 | -4.34 | 2,733 | -4.31 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3,283 | -0.58 | 992 | -0.50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | -94.90 | 245 | -94.91 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 726 | -29.72 | 219 | -29.81 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1,170 | -6.40 | 354 | -6.37 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 26,040 | -14.68 | 7,870 | -14.64 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | -26.74 | 124 | -26.63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1,741 | -0.40 | 526 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4,535 | -6.09 | 1 | 0.00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1,011 | -28.35 | 306 | -28.40 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13,396 | -0.51 | 4,049 | -0.47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6,093 | -21.71 | 1,842 | -21.69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477,172 | -7.35 | 144,225 | -7.31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | -21.24 | 204 | -21.32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15,374 | -3.55 | 4,645 | -2.11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | -38.59 | 45 | -38.89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1,247 | -8.51 | 377 | -8.52 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3,512 | -26.85 | 1,061 | -26.83 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7,351 | -0.26 | 2,222 | -0.22 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | -10.10 | 293 | -9.85 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | -0.44 | 274 | -0.36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10,800 | -16.28 | 3,264 | -16.24 | |||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 31,032 | -2.29 | 9,379 | -2.24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1,251 | -27.06 | 378 | -27.03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117,712 | -2.67 | 35,579 | -2.63 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | -79.44 | 7 | -81.25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | -12.45 | 198 | -12.44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1,144 | -9.85 | 346 | -9.92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87,308 | -13.07 | 26,389 | -13.03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1,767 | -25.41 | 534 | -25.31 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9,130 | -1.96 | 2,760 | -1.92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31,479 | -0.55 | 9,515 | -0.51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273,378 | -19.00 | 82,632 | -18.95 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2,113 | -0.70 | 638 | 0.79 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 198 | -72.91 | 60 | -73.18 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3,419 | -2.70 | 1,033 | -2.64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4,479 | -3.47 | 1,354 | -3.43 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1,071 | -1.20 | 324 | -1.22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 216 | -6.09 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2,268 | -0.83 | 686 | -0.72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9,883 | -0.41 | 2,987 | -0.37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9,607 | -6.55 | 2,904 | -6.51 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | -0.28 | 218 | 0.00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 327,717 | -11.88 | 99,053 | -11.84 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 75,038 | -36.64 | 22,680 | -36.61 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11,304 | -3.69 | 3,417 | -3.67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 837,597 | -6.64 | 253,164 | -6.59 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 17,605 | -1.39 | 5,321 | -1.34 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14,367 | -14.30 | 4,342 | -14.26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2,119 | -39.77 | 640 | -38.81 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 8,419 | -3.74 | 2,545 | -3.71 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39,576 | -1.81 | 11,962 | -1.77 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 827 | -5.81 | 250 | -5.66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 31,418 | -1.36 | 9,496 | -1.31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4,197 | -0.87 | 1,269 | -0.86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5,072 | -1.55 | 1,533 | -1.48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93,386 | -31.12 | 28,226 | -31.09 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 6,159 | -3.08 | 1,862 | -21.08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 183 | -8.04 | 55 | -6.78 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58,988 | -0.60 | 17,829 | -0.56 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3,680 | -87.43 | 1,112 | -93.94 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23,679 | -0.71 | 7 | 0.00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2,222 | -14.08 | 672 | -14.08 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144,537 | -2.19 | 43,686 | -2.15 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 956 | -99.67 | 289 | 0.00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 673 | -5.34 | 207 | -5.05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 810 | -10.69 | 245 | -10.95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 293,554 | -1.38 | 88,726 | -1.33 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1,710 | -26.07 | 517 | -26.07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661,433 | -1.04 | 199,918 | -0.99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2,067 | -11.59 | 625 | -11.61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2,752 | -57.18 | 832 | -57.43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5,570 | -0.11 | 1,684 | -0.06 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3,873 | -0.05 | 1 | 0.00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1,957 | -8.81 | 656 | 1.08 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2,453 | -1.41 | 741 | -1.33 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2,360 | -2.44 | 713 | -2.33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74,674 | -0.93 | 22,570 | -0.88 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2,641 | -0.68 | 798 | -0.62 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 6,755 | -1.07 | 2,042 | -1.02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23,017 | -16.49 | 6,957 | -16.44 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14,554 | -13.95 | 4,215 | -17.52 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 22,683 | -0.04 | 6,856 | 0.00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 50 | -9.09 | 15 | -6.25 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7,524 | -3.30 | 2,274 | -3.23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30,810 | -0.56 | 9,312 | -0.51 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 745 | -46.09 | 225 | -46.04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1,091 | -2.85 | 372 | 3.63 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3,766 | -3.19 | 1,138 | -3.15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3,914 | -2.64 | 1,183 | -4.21 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 50,935 | -3.86 | 15,395 | -3.81 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7,618 | -1.78 | 2,303 | -1.75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5,389 | -0.07 | 1,629 | -0.06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31,452 | -0.50 | 9,506 | -0.45 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1,481 | -22.62 | 448 | -22.66 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5,927 | -18.24 | 1,791 | -17.01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5,855 | -15.14 | 1,770 | -15.12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 898,982 | -1.19 | 271,717 | -1.15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 848 | -67.25 | 256 | -67.26 | ||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2,753 | -22.21 | 832 | 0.24 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1,332 | -54.86 | 403 | -54.88 |
