GB:0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF - Propriedade Institucional - Vendedores

Vanguard Index Funds - Vanguard Total Stock Market ETF
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US$ 365,90 ↓ -7.85 (-2.10%)
2026-06-05
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Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-28 13F Probity Advisors, Inc. 2,810 -2.12 901 -6.34
2026-05-04 13F RAM Investment Partners, LLC 4,258 -0.37 1,366 -4.61
2026-04-28 13F Stratos Wealth Partners, LTD. 225,379 -4.63 72,304 -8.75
2026-04-22 13F Apollon Wealth Management, LLC 70,440 -3.87 22,598 -8.02
2026-05-06 13F Fiduciary Wealth Partners, LLC 1,594 -36.09 512 -38.88
2026-02-17 13F Trexquant Investment LP 0 -100.00 0 -100.00
2026-04-28 13F Fortitude Advisory Group L.L.C. 3,496 -9.52 1,121 -13.44
2026-04-22 13F WestEnd Advisors, LLC 40 -2.44 13 -7.69
2026-05-13 13F Cynosure Management, Llc 13,150 -0.02 4,219 -4.33
2026-04-23 13F Industrial Alliance Investment Management Inc. 63,176 -3.42 20 -4.76
2026-02-05 13F USAdvisors Wealth Management, LLC 0 -100.00 0
2026-05-11 13F Loudon Investment Management, LLC 3,254 -0.43 1,044 -4.75
2026-02-12 13F Litman Gregory Asset Management LLC 249,749 -1.75 83,733 0.38
2026-05-13 13F Syon Capital Llc 3,843 -4.45 1,233 -8.61
2026-04-28 13F Unison Advisors LLC 4,038 -0.47 1,296 -4.78
2026-04-21 13F Roth Financial Partners LLC 1,237 -7.27 397 -11.41
2026-04-10 13F Marshall Financial Group LLC 1,259 -6.46 404 -10.64
2026-04-17 13F Monticello Wealth Management, Llc 27,288 -1.24 8,754 -5.51
2026-05-13 13F Signature Equity Partners, LLC 473 -5.78 152 -10.12
2026-05-14 13F Johns Hopkins University 1,133 -13.51 363 -17.31
2026-04-13 13F Bank of New Hampshire 2,865 -0.17 919 -4.47
2026-05-15 13F Second Line Capital, LLC 0 -100.00 0
2026-05-06 13F World Equity Group, Inc. 2,816 -9.10 904 -13.01
2026-05-05 13F Correct Capital Wealth Management 766 -59.94 246 -61.78
2026-04-16 13F Poinciana Advisors Group, Llc 3,174 -1.79 1,018 -6.00
2026-02-17 13F Integrity Wealth Advisors, Inc. 0 -100.00 0
2026-04-28 13F Private Wealth Partners, LLC 5,462 -35.21 1,752 -38.00
2026-04-08 13F Thompson Investment Management, Inc. 9,507 -0.37 3,050 -4.69
2026-04-10 13F Perigon Wealth Management, LLC 110,148 -18.33 35,337 -21.85
2026-05-12 13F M Holdings Securities, Inc. 42,395 -9.53 14 -6.67
2026-04-29 13F Geneva Partners, LLC 1,851 -0.05 594 -4.35
2026-05-15 13F Wellspring Financial Advisors, LLC 6,161,979 -0.16 56,084 -9.16
2026-04-02 13F Lvm Capital Management Ltd/mi 677 -6.88 0
2026-04-28 13F Philip James Wealth Mangement, LLC 32,248 -30.25 10,346 -33.26
2026-04-28 13F Quent Capital, LLC 2,604 -3.80 836 -7.94
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2,253 -18.69 723 -22.28
2026-05-14 13F Fca Corp /tx 5,456 -8.75 1,750 -12.67
2026-05-06 13F Proffitt & Goodson Inc 173,405 -0.17 55,630 -4.47
2026-04-23 13F Sawyer & Company, Inc 3,151 -0.13 1,011 -4.45
2026-04-29 13F PCB Capital LLC 881 -1.45 283 -5.69
2026-05-01 13F Johnson Investment Counsel Inc 68,002 -2.83 21,816 -7.02
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100.00 0
2026-05-15 13F Wright Wealth Llc 0 -100.00 0
2026-04-15 13F Northbridge Financial Group, Llc 3,574 -19.56 1,210 -18.74
2026-04-14 13F West Branch Capital LLC 432 -13.43 139 -17.37
2026-01-21 13F Balance Wealth, LLC 0 -100.00 0
2026-05-13 13F Lido Advisors, LLC 451,161 -0.17 144,737 -2.85
2026-04-29 13F Kaydan Wealth Management, Inc. 16,130 -1.55 5,175 -5.81
2026-04-30 13F Paladin Advisory Group, LLC 9,102 -0.50 2,920 -4.79
2026-01-20 13F Austin Private Wealth, LLC 6,655 -8.59 2,231 -6.61
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2,978 -0.13 955 -4.40
2026-04-21 13F Next Level Wealth Planning, LLC 45,370 -1.97 14,555 -6.20
2026-04-21 13F Compass Advisory Group LLC 62,975 -0.34 20,203 -4.64
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 7,453 -1.40 2,391 -5.68
2026-04-15 13F Adamsbrown Wealth Consultants Llc 2,295 -9.18 736 -13.11
2026-02-12 13F von Borstel & Associates, Inc. 0 -100.00 0
2026-04-29 13F Sageworth Trust Co 1,124,957 -2.27 360,897 -6.48
2026-05-12 13F/A Signature Securities Group Corporation 14,025 -8.21 4,499 -12.18
2026-04-10 13F Aquire Wealth Advisors, LLC 6,584 -4.15 2,112 -8.29
2026-06-03 13F DBK Financial Counsel, LLC 13,654 -2.29 4,380 -6.51
2026-05-06 13F Hamilton Point Investment Advisors, LLC 167 -38.83 54 -41.76
2026-04-20 13F Watchman Group, Inc. 749 -21.90 240 -25.23
2026-05-14 13F Johnson Financial Group, LLC 154,167 -8.95 49,458 -12.87
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 1,779 -6.81 571 -10.94
2026-05-14 13F Fortis Advisors, LLC 1,555 -84.28 499 -84.99
2026-05-05 13F Rockport Wealth LLC 934 -3.11 300 -7.43
2026-04-17 13F Community Bank of Raymore 3,484 -13.78 1,118 -17.50
2026-04-17 13F Clear Trail Advisors, LLC 4,142 -2.97 1,329 -7.20
2026-04-15 13F Marathon Strategic Advisors, LLC 2,546 -23.06 817 -26.42
2026-05-11 13F Fourth Dimension Wealth, LLC 7,949 -3.83 2,550 -7.98
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 3,613 -1.26 1,159 -5.46
2026-04-09 13F VERITY Wealth Advisors Put 0 -100.00 0 -100.00
2026-04-21 13F Dougherty Wealth Advisers LLC 235 -22.95 75 -26.47
2026-05-04 13F Stirlingshire Investments, Inc. 8,627 -0.37 2,768 -4.68
2026-05-06 13F Pacitti Group Inc. 0 -100.00 0
2026-05-13 13F Fusion Capital, LLC 1,632 -3.66 524 -7.92
2026-04-09 13F Peterson Wealth Advisors, LLC 48,800 -2.34 15,656 -6.55
2026-05-04 13F Element Wealth, LLC 12,484 -9.03 4,005 -12.96
2026-05-05 13F Prosperity Consulting Group, LLC 10,648 -0.82 3,416 -5.08
2026-04-14 13F Papp L Roy & Associates 7,724 -3.38 2,478 -7.57
2026-04-23 13F Simmons Bank 8,452 -2.05 2,711 -6.29
2026-04-08 13F Olistico Wealth, LLC 42,863 -11.46 13,751 -15.28
2026-05-15 13F Parkwood LLC 0 -100.00 0
2026-05-12 13F Vaughan David Investments Inc/il 641 -7.64 0
2026-05-05 13F BCGM Wealth Management, LLC 2,414 -6.51 774 -10.52
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 3,874 -27.10 1,243 -30.26
2026-04-14 13F Joule Financial, LLC 1,436 -0.97 461 -5.35
2026-05-14 13F Solstein Capital, LLC 3,513 -55.23 1,127 -57.15
2026-05-15 13F Horizon Kinetics Asset Management Llc 922 -0.86 296 -5.14
2026-05-13 13F B&D White Capital Company, LLC 100,649 -1.95 32,289 -6.18
2026-04-17 13F Riverbridge Partners Llc 786 -40.41 252 -42.99
2026-05-12 13F BOK Financial Private Wealth, Inc. 14,894 -2.62 4,778 -6.81
2026-01-14 13F BFI Infinity Ltd. Put 0 -100.00 0 -100.00
2026-04-22 13F J. Team Financial, Inc. 1,057 -11.40 339 -15.25
2026-04-28 13F Winthrop Capital Management, LLC 4,520 -11.86 1 0.00
2026-05-01 13F Coordinated Financial Services, Inc. 12,467 -3.78 4,000 -7.94
2026-02-10 13F Impact Partnership Wealth, LLC 0 -100.00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100.00 0
2026-05-11 13F CAPROCK Group, Inc. 891,081 -0.38 285,868 -4.68
2026-05-01 13F Arq Wealth Advisors, Llc 24,178 -1.11 7,757 -5.38
2026-04-30 13F Sollinda Capital Management LLC 1,098 -16.44 352 -20.00
2026-05-04 13F Procyon Private Wealth Partners, LLC 182,106 -2.53 58,421 -6.74
2026-05-14 13F Permanent Capital Management, LP 21,645 -8.77 7,666 -3.62
2026-04-17 13F Vermillion Wealth Management, Inc. 3,344 -10.13 1,073 -14.03
2026-05-13 13F Tobias Financial Advisors, Inc. 2,336 -6.26 749 -10.30
2026-04-07 13F Legacy Private Trust Co. 487,405 -1.51 156,364 -5.76
2026-05-08 13F Paulson Wealth Management Inc. 5,297 -2.54 1,699 -6.75
2026-04-15 13F Cypress Wealth Services, LLC 2,579 -37.13 827 -39.85
2026-05-13 13F NewEdge Wealth, LLC 155,397 -30.80 49,853 -33.79
2026-05-07 13F Agf Management Ltd 607,324 -2.59 194,915 -6.78
2026-01-26 13F Thomasville National Bank 1,850 -23.49 620 -21.82
2026-05-14 13F Jacobs Equity LLC 0 -100.00 0
2026-04-15 13F Atwood & Palmer Inc 1,524 -26.23 489 -29.48
2026-04-08 13F Grove Bank & Trust 10,643 -1.15 3,414 -5.40
2026-04-28 13F Intrinsic Value Partners, LLC 2,197 -7.53 705 -11.56
2026-04-21 13F Trevian Wealth Management LLC 19,209 -3.42 6,162 -7.59
2026-04-27 13F Moneywise, Inc. 3,315 -7.56 1,063 -11.56
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 80,034 -6.24 25,676 -10.29
2026-05-15 13F Empire Financial Management Company, LLC 7,423 -3.18 2,381 -7.35
2026-04-13 13F Richard P Slaughter Associates Inc 3,226 -23.93 1,035 -27.16
2026-05-04 13F Wealthgarden F.s. Llc 1,462 -8.22 469 -13.97
2026-05-04 13F H&H Retirement Design & Management INC 1,327 -39.95 471 -37.70
2026-04-21 13F/A Madrid Wealth Management, LLC 14,598 -0.07 4,683 -4.37
2026-04-22 13F Burrus Financial Services, Inc. 89,306 -31.68 28,651 29.04
2026-04-24 13F TSG Advice Partners, LLC 1,048 -0.10 336 -4.27
2026-04-10 13F Boyer Financial Services, Inc. 1,298 -2.19 416 -6.73
2026-04-06 13F CX Institutional 43,007 -30.55 14 -35.00
2026-04-14 13F Amicus Financial Advisors, LLC 86,408 -1.86 27,714 -6.11
2026-05-04 13F 1 North Wealth Services Llc 4,808 -0.02 1,542 -4.34
2026-04-13 13F BFI Infinity Ltd. 39,655 -34.07 12,722 -36.92
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100.00 0
2026-04-22 13F Coston, McIsaac & Partners 47,063 -1.93 15 -6.25
2026-04-09 13F VERITY Wealth Advisors 126,339 -3.00 40,531 -7.19
2026-04-27 13F Tsfg, Llc 52,035 -1.60 17 -5.88
2026-04-21 13F Compass Planning Associates Inc 10,212 -1.36 3,276 -5.62
2026-04-27 13F CWS Financial Advisors, LLC 33,384 -0.47 10,710 -4.77
2026-04-28 13F Brighton Jones Llc 290,697 -1.59 93,259 -5.83
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 1,356 -3.69 435 -7.84
2026-04-16 13F Johnson Bixby & Associates, LLC 7,308 -21.03 2,345 -24.44
2026-05-07 13F Summit Global Investments 12,572 -3.46 4 0.00
2026-05-13 13F Philadelphia Trust Co 36,765 -0.27 12 -8.33
2026-05-11 13F Integrity Advisory Solutions, LLC 1,203 -11.67 386 -15.35
2026-05-18 13F Edgestream Partners, L.P. 4,273 -65.11 1,371 -66.63
2026-05-05 13F Collaborative Wealth Managment Inc. 6,334 -11.25 2,032 -15.05
2026-05-14 13F Polen Capital Management Llc 0 -100.00 0
2026-05-15 13F Wimmer Associates 1, Llc 19,530 -0.33 6,265 -4.63
2026-01-26 13F Dakota Community Bank & Trust NA 0 -100.00 0
2026-05-15 13F Ballast, Inc. 1,805 -53.37 579 -55.36
2026-04-09 13F Pacifica Partners Inc. 6,545 -6.07 2,100 -10.41
2026-04-17 13F Worth Asset Management, LLC 3,451 -0.23 1,107 -4.49
2026-05-05 13F Fiduciary Counselling Inc 8,149 -4.56 2,614 -8.67
2026-05-07 13F Koss-Olinger Consulting, LLC 2,688 -44.09 862 -46.53
2026-04-03 13F Ridgewood Investments LLC 3,947 -10.17 1,266 -12.14
2026-04-22 13F Figure 8 Investment Strategies Llc 1,583 -10.21 508 -14.21
2026-04-20 13F Minichmacgregor Wealth Management, Llc 1,763 -3.08 566 -7.22
2026-05-14 13F Endeavor Private Wealth, Inc. 5,472 -2.74 1,755 -6.95
2026-04-13 13F Gridiron Partners, LLC 27,480 -1.67 8,816 -5.91
2026-05-12 13F Tannin Capital LLC 5,118 -4.23 1,642 -8.38
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 53,492 -0.73 17,161 -5.02
2026-04-20 13F Golden Reserve Retirement LLC 397,278 -4.14 127,451 -8.27
2026-05-15 13F Westbourne Investments, Inc. 3,517 -1.12 1,128 -5.37
2026-05-07 13F Basepoint Wealth LLC 0 -100.00 0
2026-04-21 13F Retirement Planning Group, Llc / Ny 966 -17.37 310 -20.97
2026-05-14 13F Hazlett, Burt & Watson, Inc. 105 -9.48 0
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 4,508 -0.99 1,446 -5.24
2026-04-20 13F SILVER OAK SECURITIES, Inc 54,587 -7.70 17,512 -12.35
2026-04-30 13F Nisa Investment Advisors, Llc 135,428 -0.51 43,447 -4.81
2026-05-13 13F Heritage Wealth Advisors 5,367 -1.31 1,722 -5.60
2026-04-09 13F Aletheian Wealth Advisors LLC 3,975 -5.31 1,275 -7.41
2026-04-14 13F Arnold Financial Planning LLC 3,824 -4.99 1,227 -9.12
2026-05-06 13F NovaPoint Capital, LLC 29,616 -0.51 9,501 -4.80
2026-04-14 13F Davidson Capital Management Inc. 0 -100.00 0
2026-05-13 13F Levin Capital Strategies, L.p. 21,619 -8.78 6,936 -12.72
2026-04-22 13F Kennedy Investment Group 1,000 -0.30 321 -4.76
2026-05-15 13F Inspire Advisors, LLC 9,231 -11.94 2,961 -15.74
2026-05-15 13F Aberdeen Wealth Management LLC 152,967 -1.11 49,073 -5.38
2026-04-22 13F JNBA Financial Advisors 11,103 -1.63 3,562 -5.87
2026-04-22 13F Sentry LLC 13,412 -0.74 4,303 -5.03
2026-02-05 13F Schulz Wealth, LTD. 780 -6.92 262 -4.74
2026-05-16 13F Guardian Partners Inc. 1,976 -23.82 636 -27.35
2026-05-01 13F CMG Global Holdings, LLC 7,946 -3.33 2,549 -8.31
2026-06-01 13F Concorde Asset Management, LLC 646 -18.23 207 -21.59
2026-04-27 13F Actinver Wealth Management, Inc. 830 -3.38 266 -7.32
2026-04-24 13F Ledyard National Bank 9,331 -4.79 2,993 -8.89
2026-05-12 13F Bear Mountain Capital, Inc. 13,449 -0.05 4,710 2.33
2026-04-14 13F SigFig Wealth Management, LLC 22,667 -4.54 7,242 -9.81
2026-04-24 13F Axis Wealth Partners, LLC 1,277 -6.10 410 -10.31
2026-04-24 13F Patten Group, Inc. 2,420 -2.73 776 -6.95
2026-04-17 13F Outlook Wealth Advisors, LLC 5,163 -0.44 1,656 -4.72
2026-05-01 13F Wealthspire Advisors, LLC 963,010 -2.49 308,943 -6.70
2026-05-12 13F Hanlon Investment Management, Inc. 4,967 -47.15 1,594 -49.44
2026-05-14 13F Modern Wealth Management, LLC 297,760 -2.42 96,248 -5.93
2026-05-12 13F Laurel Wealth Advisors LLC 1,498 -48.54 544 -44.31
2026-05-06 13F Arjuna Capital 0 -100.00 0
2026-05-01 13F 180 Wealth Advisors, Llc 8,967 -0.63 2,877 -4.93
2026-05-12 13F Cascade Financial Partners, LLC 35,647 -18.31 11,436 -21.83
2026-04-16 13F Consolidated Planning Corp 981 -55.08 315 -57.10
2026-04-22 13F Oak Harvest Investment Services 1,804 -7.72 579 -11.76
2026-05-12 13F Carr Financial Group Corp 47,579 -2.06 15,264 -6.28
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100.00 0
2026-05-11 13F Treasure Coast Financial Planning 11,814 -4.36 3,790 -8.50
2026-04-30 13F Independence Bank of Kentucky 62,713 -0.05 20,119 -4.36
2026-05-11 13F Td Asset Management Inc 5,707 -2.58 1,831 -6.82
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 43,917 -5.78 14,089 -9.84
2026-05-08 13F Sofos Investments, Inc. 243 -17.06 78 -21.43
2026-02-13 13F Boreal Capital Management LLC 0 -100.00 0
2026-05-05 13F Total Wealth Planning & Management, Inc. 732 -32.22 235 -35.36
2026-05-11 13F Aprio Wealth Management, LLC 12,240 -9.39 3,927 -14.20
2026-04-29 13F Alliance Wealth Management Group 1,673 -3.74 537 -7.90
2026-01-22 13F Premier Path Wealth Partners, LLC 1,095 -81.61 367 -81.21
2026-04-22 13F Tepp RIA, LLC 1,035 -3.27 332 -7.54
2026-05-01 13F Washburn Capital Management, Inc. 100,138 -0.29 32,125 -4.59
2026-04-17 13F CENTRAL TRUST Co 313,139 -3.31 100,458 -7.48
2026-05-06 13F M. Kulyk & Associates, LLC 1,024 -13.80 328 -17.59
2026-05-15 13F DT Investment Partners, LLC 18,445 -4.62 5,917 -8.73
2026-05-12 13F Leavell Investment Management, Inc. 41,960 -0.57 13,461 -4.86
2026-05-07 13F Ironwood Investment Counsel, LLC 6,780 -0.04 2,175 -4.35
2026-05-06 13F Berkeley Capital Partners, LLC 9,996 -0.08 3,207 -4.41
2026-04-17 13F Paragon Capital Management Inc 6,355 -21.37 2,039 -24.77
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2,387 -4.14 766 -8.27
2026-05-14 13F Pinnacle Financial Partners, Inc. 280,751 -1.74 90,078 -5.98
2026-04-21 13F Fingerlakes Wealth Management, Inc. 14,861 -0.56 4,768 -4.85
2026-04-21 13F J.E. Simmons & Co., P.C. 1,549 -0.64 497 -4.98
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-04-17 13F Bell Investment Advisors, Inc 1,296 -0.38 416 -4.82
2026-05-07 13F Pillar Financial Advisors, LLC 1,339 -6.17 430 -10.25
2026-04-30 13F Base Wealth Management LLC 5,212 -16.33 1,672 -19.92
2026-05-13 13F First Trust Advisors Lp 13,460 -4.27 4,318 -8.40
2026-05-07 13F Tacita Capital Inc 7,959 -2.99 2,553 -7.16
2026-05-15 13F Earnest Partners Llc 1,311 -75.96 421 -77.02
2026-05-05 13F Cherry Tree Wealth Management, LLC 12,883 -1.91 4,133 -6.13
2026-04-17 13F Great Waters Wealth Management 1,591 -4.90 511 -8.93
2026-04-10 13F McCollum Christoferson Group LLC 1,061 -22.04 340 -25.44
2026-04-29 13F Horst & Graben Wealth Management LLC 0 -100.00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 11,250 -4.52 3,609 -8.63
2026-04-23 13F Capital Investment Counsel, LLC 24,259 -0.18 7,783 -4.48
2026-05-15 13F NorthRock Partners, LLC 81,046 -2.52 26,001 -6.73
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 78,348 -12.95 25,135 -16.70
2026-05-07 13F TrustWell Financial Advisors, LLC 1,882 -1.62 604 -5.93
2026-05-14 13F Aldebaran Financial Inc. 2,773 -3.21 890 -8.07
2026-05-14 13F Neuberger Berman Group LLC 18,476 -3.33 5,927 -7.49
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6,361 -1.81 2,041 -6.08
2026-05-06 13F SP Asset Management LLC 5,195 -21.14 1,666 -24.55
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-05-14 13F Manhattan West Asset Management, LLC 6,232 -4.36 1,999 -8.47
2026-05-01 13F Capital Squared Financial LLC 1,053 -3.75 338 -7.92
2026-05-12 13F Index Fund Advisors, Inc. 47,365 -0.37 15,195 -4.67
2026-04-14 13F Cornerstone National Bank & Trust Co 64,525 -9.16 20,857 -12.41
2026-05-05 13F Journey Advisory Group, LLC 4,627 -8.86 1,484 -12.81
2026-05-14 13F JustInvest LLC 7,164 -0.15 2,298 -4.45
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 1,735,336 -0.60 556,713 -4.89
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-04-22 13F Vannoy Advisory Group, Inc. 26,848 -0.46 8,613 -4.76
2026-05-07 13F Omnia Family Wealth, LLC 323,530 -0.95 103,792 -5.22
2026-04-27 13F Sierra Summit Advisors Llc 0 -100.00 0
2026-04-14 13F XY Planning Network, Inc. 105,586 -7.95 34,130 -11.26
2026-05-14 13F Guilbault Capital LLC 1,515 -2.26 486 -6.36
2026-05-04 13F Nadler Financial Group, Inc. 229,378 -0.89 73,587 -5.16
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-04-28 13F Encompass More Asset Management 2,806 -61.37 900 -63.02
2026-05-12 13F Vines Capital Management, LLC 1,043 -8.75 335 -12.79
2026-05-12 13F Fairfield, Bush & Co. 2,707 -0.04 868 -4.30
2026-04-28 13F Integral Investment Advisors, Inc. 21,293 -1.44 6,831 -5.69
2026-04-22 13F Monument Group Wealth Advisors, LLC 62,464 -1.35 20,039 -5.60
2026-04-17 13F Old North State Wealth Management, LLC 6,205 -3.72 1,992 -7.87
2026-04-16 13F jvl associates llc 143,604 -1.66 46,070 -5.90
2026-02-12 13F Commonwealth Equity Services, Llc 2,320,304 -9.05 777,928 92,842.41
2026-04-21 13F OneAscent Wealth Management LLC 4,023 -1.13 1,290 -5.43
2026-04-29 13F/A Salem Investment Counselors Inc 6,116 -1.10 1,962 -5.35
2026-05-05 13F Wealthfront Advisers Llc 17,969,445 -0.31 5,764,778 -4.61
2026-05-08 13F Virtus Wealth Solutions LLC 1,900 -0.31 610 -4.69
2026-04-20 13F Inscription Capital, LLC 24,356 -5.15 7,814 -9.25
2026-04-22 13F Evensky & Katz LLC 215,643 -4.65 69 -8.00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-05-04 13F Brewster Financial Planning LLC 1,467 -0.95 471 -5.24
2026-05-07 13F Continuum Wealth Advisors, Llc 973 -7.07 312 -10.86
2026-05-08 13F Wall Street Access Asset Management, LLC 2,973 -21.22 954 -24.66
2026-04-28 13F Shayne & Co., Llc 39,883 -7.51 12,795 -11.50
2026-04-24 13F Kropog Financial Group, LLC 7,354 -1.58 2,359 -5.83
2026-04-22 13F J. L. Bainbridge & Co., Inc. 8,755 -3.26 2,809 -7.45
2026-05-15 13F Van Diest Capital, LLC 921 -13.52 296 -17.13
2026-05-15 13F Parvin Asset Management, LLC 0 -100.00 0
2026-05-08 13F Red Wave Investments LLC 134,523 -3.27 43,156 -7.44
2026-04-07 13F Howard Financial Services, Ltd. 11,051 -7.52 3,545 -11.51
2026-05-14 13F Seven Post Investment Office LP 46,265 -1.26 14,842 -5.52
2026-05-15 13F Citadel Advisors Llc 0 -100.00 0
2026-04-21 13F Topsail Wealth Management, LLC 507,231 -0.16 162,725 -4.47
2026-04-23 13F Daviman Financial, LLC 8,492 -2.90 2,724 -7.09
2026-04-16 13F Asset Advisors Investment Management, LLC 3,183 -3.13 1,021 -7.27
2026-04-13 13F Accelerate Investment Advisors LLC 2,120 -0.52 680 -4.76
2026-04-30 13F Csenge Advisory Group 12,876 -12.71 4,131 -16.48
2026-04-23 13F Fortune Financial Group, Inc. 889 -10.65 285
2026-05-12 13F Tocqueville Asset Management L.p. 9,620 -12.38 3,086 -16.14
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 11,624 -30.92 3,729 -33.89
2026-04-09 13F Adirondack Capital Advisors, LLC 8,899 -1.84 2,855 -6.09
2026-04-13 13F Perennial Advisors, LLC 16,901 -6.23 5,422 -10.28
2026-05-14 13F Synergy Investment Management, LLC 9,778 -1.30 3,137 -5.57
2026-04-27 13F BCK Partners, Inc. 5,051 -1.46 1,620 -5.70
2026-05-11 13F Portland Global Advisors LLC 55,974 -4.92 17,957 -9.02
2026-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2026-04-27 13F Apeiron RIA LLC 2,136 -0.65 685 -6.55
2026-05-05 13F Net Worth Advisory Group 3,645 -78.14 1,169 -79.09
2026-04-16 13F Triad Wealth Partners, LLC 3,280 -28.88 1,052 -31.95
2026-05-07 13F Transce3nd, LLC 297 -75.50 95 -77.16
2026-04-29 13F Saxon Interests, Inc. 24,779 -0.73 7,949 -5.01
2026-05-11 13F Stonebrook Private Inc. 1,402 -1.13 450 -5.47
2026-05-05 13F Westover Capital Advisors, LLC 1,506 -3.89 483 -8.00
2026-05-12 13F Crusonia Wealth Advisors LLC 9,132 -0.39 2,929 -4.69
2026-04-13 13F Lauer Wealth, LLC 2,413 -2.54 805 -4.39
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 849 -38.79 272 -42.49
2026-01-28 13F Edge Financial Advisors LLC 3,221 -0.62 1,080 1.51
2026-04-21 13F North Forty Two & Co. 3,848 -0.62 1,234 -4.93
2026-05-12 13F Cadence Wealth Management LLC 1,029 -9.74 330 -13.87
2026-05-14 13F Signet Investment Advisory Group, Inc. 1,280 -13.51 411 -17.34
2026-04-15 13F Merit Financial Group, LLC 275,951 -9.53 88,528 -13.43
2026-04-30 13F Private Trust Co Na 24,918 -15.98 7,994 -19.59
2026-04-08 13F Moulton Wealth Management, Inc 15,128 -43.96 4,886 -46.18
2026-04-22 13F Vicus Capital 14,935 -1.91 4,791 -6.13
2026-04-17 13F Blankinship & Foster, LLC 98,159 -2.56 31,490 -6.77
2026-04-21 13F Foster & Motley Inc 3,032 -1.04 1 -100.00
2026-05-15 13F Kcm Investment Advisors Llc 104,346 -0.03 33,475 -4.34
2026-05-13 13F Peck Wealth Management, LLC 29,454 -0.34 9,449 -4.63
2026-04-08 13F Mma Asset Management Llc 1,974 -0.80 633 -5.10
2026-04-22 13F TBH Global Asset Management, LLC 6,208 -7.15 1,991 -11.16
2026-05-04 13F Rps Advisory Solutions Llc 794 -12.17 255 -16.17
2026-05-01 13F Financial Alternatives, Inc 14,271 -59.03 4,578 -60.80
2026-04-21 13F Vigil Wealth Management, LLC 981 -0.71 315 -5.14
2026-05-14 13F Rockbridge Investment Management, LCC 53,755 -22.44 17,245 -25.79
2026-04-13 13F Trust Co 26,897 -0.10 8,629 -4.41
2026-04-27 13F Great Point Wealth Advisors, LLC 37,535 -0.24 12,042 -4.54
2026-04-13 13F Bouchey Financial Group Ltd 29,959 -0.50 10,050 -0.45
2026-05-01 13F Connecticut Wealth Management, LLC 114,883 -1.62 36,856 -5.86
2026-04-29 13F Richmond Investment Services, LLC 12,195 -21.78 3,912 -25.16
2026-04-28 13F Hapanowicz & Associates Financial Services, Inc 0 -100.00 0
2026-05-15 13F Round Rock Advisors, LLC 0 -100.00 0
2026-02-12 13F NDVR, Inc. 11,290 -3.84 3,785 -1.76
2026-05-12 13F Colonial Trust Advisors 3,891 -2.36 1,248 -6.52
2026-05-14 13F Andrews Advisory Associates, LLC 14,643 -1.33 4,698 -5.59
2026-05-11 13F WFA of San Diego, LLC 32,946 -2.06 10,569 -6.29
2026-05-12 13F Kovack Advisors, Inc. 35,469 -3.09 11,433 -6.84
2026-04-28 13F Peak Financial Management, Inc. 92,527 -0.61 29,684 -4.90
2026-04-24 13F Secured Retirement Advisors, Llc 5,969 -5.28 1,915 -9.37
2026-05-13 13F Elm Partners Management LLC 960,162 -3.60 299,263 -10.38
2026-04-28 13F Tempus Wealth Planning, LLC 8,867 -0.01 2,845 -4.34
2026-05-15 13F Constant Guidance Financial LLC 3,163 -3.57 1,015 -7.73
2026-05-14 13F Safeguard Investment Advisory Group, LLC 1,836 -2.96 589 -7.10
2026-04-06 13F Rosenberg Matthew Hamilton 141,461 -1.70 45,382 -5.94
2026-05-01 13F Summit Financial Strategies, Inc. 4,453 -12.62 1,429 -16.39
2026-05-05 13F Zeit Capital LLC 842 -6.03 270 -10.00
2026-05-06 13F TopTier Wealth Management, LLC 9,691 -1.29 3,109 -5.53
2026-05-15 13F Alternative Investment Advisors, LLC. 694 -1.42 223 -5.51
2026-04-22 13F Quarry Hill Advisors, Llc 15,422 -1.42 5,406 3.07
2026-05-29 13F Asset Dedication, LLC 12,855 -58.31 4,124 -60.11
2026-05-01 13F Holistic Planning, LLC 8,408 -5.64 2,697 -9.71
2026-05-14 13F Diversified Enterprises, LLC 8,751 -31.85 2,807 -34.78
2026-05-08 13F Quantify Chaos Advisors, Llc 20,577 -0.35 6,601 -4.65
2026-04-17 13F Investment Advisory Services Inc /tx /adv 9,444 -3.34 3,030 -7.51
2026-04-20 13F Schwab Charitable Fund 652 -84.92 209 -85.59
2026-05-06 13F Bauman Advisory Group, LLC 1,158 -1.28 372 -5.60
2026-05-06 13F Oxford Financial Group Ltd 774,422 -2.70 248,442 -6.89
2026-05-04 13F Avantax Planning Partners, Inc. 10,395 -4.05 3,335 -8.20
2026-04-20 13F Trust Co Of Oklahoma 1,577 -4.25 506 -8.51
2026-05-15 13F Continental Investors Services, Inc. 4,632 -47.83 1,683 -44.36
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100.00 0
2026-04-28 13F Golden State Wealth Management, LLC 4,141 -4.50 1,329 -8.67
2026-05-15 13F Northeast Financial Group, Inc. 2,338 -71.09 750 -72.33
2026-05-04 13F LJI Wealth Management, LLC 83,115 -3.72 26,664 -7.87
2026-04-08 13F Sfm, Llc 7,348 -5.03 2,357 -9.10
2026-04-15 13F DecisionMap Wealth Management, LLC 5,972 -5.83 1,916 -9.92
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2026-05-15 13F Wealth Analytics Partners, LLC 5,221 -2.25 1,675 -6.42
2026-04-14 13F Roffman Miller Associates Inc /pa/ 6,150 -11.22 1,973 -15.07
2026-01-12 13F AllSquare Wealth Management LLC 97,479 -0.54 31,990 7.40
2026-04-10 13F Kessler Investment Group, LLC 1,233 -6.16 396 -10.23
2026-05-15 13F Wealth Management Nebraska 4,158 -7.23 1,334 -11.25
2026-05-15 13F Nikulski Financial, Inc. 6,445 -18.71 2,068 -22.23
2026-04-24 13F Goldstone Financial Group, LLC 58,208 -1.59 18,674 -5.84
2026-05-07 13F Burk Holdings LLC 1,132 -39.07 363 -41.64
2026-04-06 13F Sincerus Advisory, LLC 1,661 -0.66 533 -5.00
2026-05-08 13F Wealthedge Investment Advisors, Llc 3,585 -5.18 1,150 -9.23
2026-05-13 13F RFP Financial Group LLC 5,330 -3.62 1,710 -7.77
2026-04-16 13F True Vision MN LLC 5,293 -3.31 1,698 -7.47
2026-05-15 13F Destination Wealth Management 7,203 -0.01 2,311 -4.35
2026-04-13 13F Farrell Financial LLC 3,665 -5.95 1,176 -10.03
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1,885 -10.02 605 -13.96
2026-04-21 13F Trust Co Of Virginia /va 631 -3.22 202 -7.34
2026-04-22 13F apricus wealth, LLC 1,395 -9.12 447 -13.04
2026-04-24 13F Courage Miller Partners, LLC 5,155 -0.04 1,654 -4.34
2026-04-15 13F Iams Wealth Management, Llc 856 -0.81 275 -4.84
2026-04-17 13F James J. Burns & Company, LLC 12,917 -0.63 4,144 -4.93
2026-05-14 13F RMG Wealth Management LLC 716 -55.11 260 -46.83
2026-04-22 13F Apollon Financial, LLC 20,782 -0.42 6,667 -4.72
2026-04-23 13F Manchester Financial Inc 2,422 -2.02 777 -6.28
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4,485 -7.24 1,439 -11.23
2026-04-22 13F Applied Capital LLC 57,554 -0.26 18,464 -4.56
2026-04-13 13F Bay Rivers Group 6,024 -0.08 1,933 -4.40
2026-05-13 13F Jaffetilchin Investment Partners, LLC 203,875 -13.42 65,405 -17.15
2026-04-24 13F Family Investment Center, Inc. 2,493 -2.04 800 -6.33
2026-05-11 13F Elevate Wealth Advisory, Inc 1,146 -55.44 368 -57.42
2026-02-13 13F Total Wealth Planning, Llc 0 -100.00 0
2026-05-18 13F Chesapeake Wealth Management 4,602 -7.07 1,476 -11.08
2026-04-28 13F Blossom Wealth Management 0 -100.00 0
2026-05-15 13F Clark Capital Management Group, Inc. 12,191 -8.57 3,911 -12.51
2026-05-14 13F Orion Capital Management LLC 2,482 -11.07 796 -14.87
2026-05-04 13F Bridges Investment Management Inc 4,292 -49.50 1,377 -51.70
2026-05-04 13F MB Generational Wealth, LLC 5,802 -8.87 1,861 -12.79
2026-04-29 13F Efficient Advisors, LLC 332,381 -11.51 106,631 -15.33
2026-04-20 13F Dopkins Wealth Management, Llc 2,362 -0.08 758 -4.42
2026-04-27 13F/A New World Advisors LLC 3,753 -51.24 1,204 -53.33
2026-05-05 13F Evergreen Advisors, LLC 2,663 -1.33 854 -5.53
2026-05-11 13F Citigroup Inc 373,793 -6.67 119,917 -10.70
2026-04-15 13F Redhawk Wealth Advisors, Inc. 1,976 -14.46 634 -18.22
2026-05-16 13F Sunbelt Securities, Inc. 1,133 -0.09 363 -4.47
2026-05-11 13F Bailard, Inc. 199,297 -1.38 63,937 -5.63
2026-04-15 13F Fjell Capital, LLC 0 -100.00 0
2026-05-14 13F Karpus Management, Inc. 80,671 -14.50 25,880 -18.19
2026-04-06 13F Miller Global Investments, LLC 0 -100.00 0
2026-05-08 13F Integrated Wealthcare, Llc 19,476 -0.16 6,248 -4.46
2026-04-14 13F Jeppson Wealth Management, Llc 4,310 -1.03 1,383 -5.28
2026-05-05 13F Paradigm Capital Management, LLC/NV 1,559 -10.86 0
2026-05-14 13F Ark Wealth Advisors LLC 1,118 -53.16 359 -55.25
2026-04-21 13F Wesbanco Bank Inc 48,301 -1.19 15,495 -5.45
2026-05-06 13F Penn Capital Management Co Inc 0 -100.00 0
2026-05-13 13F Alesco Advisors Llc 0 -100.00 0
2026-04-29 13F WealthPlan Investment Management, LLC 156,274 -11.27 50,134 -15.10
2026-04-16 13F Heck Capital Advisors, LLC 350,301 -2.19 112,380 -6.41
2026-05-12 13F Pacific Center for Financial Services 129,948 -6.47 41,689 -8.57
2026-05-01 13F Ferguson Wellman Capital Management, Inc 30,870 -0.25 9,903 -4.55
2026-04-21 13F Echo Wealth Management, LLC 5,768 -3.29 1,850 -7.45
2026-04-23 13F Conscious Wealth Investments, Llc 4,921 -1.16 1,699 2.17
2026-04-16 13F EdgeRock Capital LLC 17,329 -4.79 5,559 -8.90
2026-04-28 13F SBI Securities Co., Ltd. 581,046 -2.11 186,405 -6.33
2026-05-01 13F Financial Connections Group, Inc. 5,745 -2.79 2 0.00
2026-04-29 13F Greenwood Capital Associates Llc 2,418 -2.97 776 -7.19
2026-05-15 13F/A Independent Financial Group, Llc 139,532 -0.17 44,763 -4.48
2026-05-12 13F Aspiriant, Llc 94,327 -0.07 30,261 -4.38
2026-05-07 13F Cutler Investment Counsel Llc 19,086 -3.23 6,123 -7.41
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 678,991 -37.28 0 -100.00
2026-04-08 13F Fermata Advisors, LLC 5,451 -23.14 1,749 -26.46
2026-05-14 13F Trace Wealth Advisors, LLC 56,031 -6.40 17,975 -10.43
2026-05-15 13F Governors Lane LP 0 -100.00 0
2026-04-29 13F Ak Global Asset Management, Llc 0 -100.00 0
2026-05-11 13F Thompson Siegel & Walmsley Llc 4,179 -21.58 1 0.00
2026-05-15 13F Equitable Holdings, Inc. 393,420 -0.07 131,855 -0.11
2026-04-24 13F Crux Wealth Advisors 5,867 -5.90 1,882 -9.95
2026-05-05 13F Bcm Advisors, Llc 115,069 -10.30 40,732 -6.76
2026-04-14 13F Zrc Wealth Management, Llc 6,878 -5.00 2,206 -9.11
2026-04-28 13F Kanawha Capital Management Llc 2,110 -1.86 677 -6.11
2026-04-28 13F Fee-Only Financial Planning, L.C. 8,928 -2.44 2,864 -6.65
2026-04-20 13F Focused Wealth Management, Inc 4,311 -0.32 1,383 -4.69
2026-04-23 13F O'Connor Financial Group LLC 2,600 -3.67 834 -9.25
2026-04-15 13F BDFS Capital LLC 5,347 -0.11 1,715 -4.40
2026-04-23 13F Vistica Wealth Advisors, LLC 1,140 -3.63 366 -7.83
2026-04-21 13F Blue Jean Financial Llc 0 -100.00 0
2026-04-28 13F ORG Wealth Partners, LLC 2,525 -1.06 810 -5.26
2026-05-13 13F Green Harvest Asset Management LLC 6,066 -39.64 1,946 -42.27
2026-04-23 13F Littlejohn Financial Services, Inc. 4,835 -3.61 1,551 -7.73
2026-04-17 13F Berman McAleer LLC 43,391 -3.87 13,920 -8.02
2026-04-08 13F First Heartland Consultants, Inc. 31,038 -4.10 9,957 -8.23
2026-04-28 13F Kiley Juergens Wealth Management, Llc 10,389 -0.53 3,333 -4.83
2026-05-13 13F Carter Financial, LLC 76,890 -4.60 24,667 -8.71
2026-04-28 13F David Kennon Inc 99,559 -2.72 31,940 -6.91
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 6,568 -10.05 2,107 -13.93
2026-05-12 13F Advyzon Investment Management, LLC 104,187 -1.89 33,424 -6.12
2026-05-08 13F 1776 Wealth LLC 5,111 -0.12 1,640 -4.43
2026-05-11 13F Howard Wealth Management, Llc 6,760 -2.59 2,169 -6.83
2026-05-14 13F Financial Engines Advisors L.L.C. 360,452 -5.79 115,637 -9.85
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-04-16 13F MontVue Capital Management, Inc. 53,610 -0.84 17,198 -5.11
2026-04-13 13F Mitchell Sinkler & Starr/pa 17,315 -0.46 5,555 -4.77
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 2,283 -15.32 732 -18.94
2026-04-24 13F Balentine LLC 132,975 -1.91 42,660 -6.14
2026-04-24 13F Flagship Private Wealth, LLC 17,629 -1.09 5,656 -5.36
2026-04-08 13F BOS Asset Management, LLC 6,896 -25.49 2,212 -28.69
2026-04-22 13F Braun Stacey Associates Inc 707 -2.75 227 -7.00
2026-04-21 13F Fullerton Advisors, LLC 52,733 -0.14 16,917 -4.45
2026-05-05 13F Donalies Financial Planning, LLC 13,011 -1.97 4,174 -6.22
2026-04-08 13F West Financial Advisors, LLC 15,593 -2.02 5,003 -6.24
2026-05-04 13F Alta Wealth Advisors LLC 2,049 -2.01 657 -6.14
2026-05-15 13F Painted Porch Advisors LLC 2,096 -90.77 672 -91.18
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 2,966 -5.12 951 -9.26
2026-05-08 13F Peachtree Investment Partners, LLC 901 -1.74 289 -5.86
2026-04-09 13F ASL Financial, LLC 30,370 -1.60 9,743 -5.86
2026-05-05 13F Prospect Financial Group LLC 17,203 -0.82 5,519 -5.09
2026-04-22 13F Eqis Capital Management, Inc. 0 -100.00 0
2026-05-11 13F Linscomb & Williams, Inc. 140,659 -6.95 45,125 -10.96
2026-04-13 13F Sjbenen Advisory, Llc 24,562 -48.99 7,880 2.32
2026-04-14 13F Madrona Financial Services, LLC 14,530 -10.44 4,662 -14.30
2026-04-15 13F Purus Wealth Management, LLC 1,156 -32.83 371 -35.76
2026-05-12 13F G2 Capital Management, Llc / Oh 7,794 -0.01 2,500 -4.32
2026-05-18 13F Strait & Sound Wealth Management LLC 1,109 -1.33 356 -5.59
2026-05-01 13F Mueller Wealth, LLC 2,694 -0.55 864 -4.85
2026-05-08 13F First National Advisers, LLC 11,189 -41.76 3,590 -44.28
2026-04-10 13F Magnus Financial Group LLC 5,390 -19.47 1,729 -22.92
2026-05-13 13F Laffer Investments 0 -100.00 0
2026-05-11 13F Grantvest Financial Group LLC 1,820 -0.87 584 -5.04
2026-05-13 13F Measured Wealth Private Client Group, LLC 4,416 -0.34 1,417 -4.65
2026-04-30 13F Simplicity Wealth,LLC 7,883 -3.70 2,529 -7.84
2026-04-14 13F Family Wealth Partners, Llc 29,485 -0.50 9,459 -4.78
2026-05-11 13F Fairway Financial, LLC 56,656 -2.86 18,176 -7.05
2026-05-11 13F POM Investment Strategies, LLC 0 -100.00 0
2026-04-23 13F waypoint wealth counsel 0 -100.00 0
2026-05-15 13F Ancora Advisors, LLC 26,884 -4.00 8,625 -8.15
2026-04-29 13F Integrity Investment Advisors, LLC 1,253 -1.18 402 -5.65
2026-04-17 13F Essex Savings Bank 6,793 -2.30 2,179 -6.52
2026-05-13 13F Alpha Financial Partners, LLC 2,037 -1.21 653 -5.50
2026-04-16 13F Global Wealth Management, LLC 22,015 -3.80 7,063 -7.95
2026-05-15 13F GWM Advisors LLC 314,566 -25.13 21,841 -84.50
2026-05-05 13F D.a. Davidson & Co. 407,604 -2.04 130,764 -6.27
2026-05-08 13F/A Davidson Investment Advisors 4,052 -11.57 1,300 -15.36
2026-05-11 13F United Bank 15,000 -19.61 4,812 -23.08
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 4,506 -0.99 1,445 -5.25
2026-05-08 13F Gen-Wealth Partners Inc 281,762 -0.01 368 -4.68
2026-04-27 13F Exencial Wealth Advisors, Llc 3,607 -54.02 1,157 -55.99
2026-04-20 13F Oak Family Advisors, Llc 2,369 -56.75 760 -58.66
2026-05-05 13F FinDec Wealth Services, Inc. 7,404 -3.41 2,375 -7.55
2026-05-11 13F Condor Capital Management 1,884 -4.51 605 -8.62
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 0 -100.00 0
2026-05-12 13F Palumbo Wealth Management LLC 2,173 -1.54 697 -5.81
2026-05-22 13F Wellington Grp LLC 4,125 -18.02 1,323 -21.58
2026-04-15 13F NorthAvenue LLC 878 -9.30 282 -13.27
2026-04-21 13F Xcel Wealth Management, LLC 0 -100.00 0
2026-05-15 13F EFG International AG 5,485 -0.53 1,760 -4.76
2026-04-14 13F Prospera Financial Services Inc 79,694 -11.11 25,579 -14.93
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100.00 0
2026-04-22 13F Princeton Global Asset Management LLC 10,100 -0.28 3,240 -4.57
2026-05-12 13F Taylor Hoffman Capital Management LLC 1,538 -22.75 493 -26.09
2026-05-07 13F True North Advisors, LLC 20,620 -2.92 6,615 -7.11
2026-05-14 13F O'ROURKE & COMPANY, Inc 13,870 -5.33 4,450 -9.41
2026-05-08 13F HFG Advisors, Inc. 7,050 -2.91 2,262 -7.11
2026-04-08 13F Bill Few Associates, Inc. 4,358 -2.44 1,398 -6.61
2026-05-12 13F Ausdal Financial Partners, Inc. 26,563 -0.81 8,522 -5.09
2026-05-14 13F Missouri Trust & Investment Co 685 -9.63 220 -13.78
2026-05-12 13F Rathbone Brothers plc 9,628 -3.27 3,089 -7.43
2026-04-16 13F Allegheny Financial Group LTD 6,528 -1.33 2,094 -5.59
2026-05-15 13F Quadcap Wealth Management, LLC 14,321 -2.68 4,595 -6.85
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 23,579 -0.06 7,564 -4.37
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100.00 0
2026-05-08 13F Maple Capital Management, Inc. 1,698 -8.86 545 -12.82
2026-05-15 13F Hancock Whitney Corp 20,604 -0.12 6,724 -2.79
2026-05-05 13F Cannon Wealth Management Services, LLC 1,719 -1.88 552 -6.13
2026-05-07 13F Fedenia Advisers LLC 756 -26.89 243 -30.06
2026-04-17 13F Prentice Wealth Management LLC 122,977 -41.50 39,452 -44.02
2026-05-06 13F WoodTrust Financial Corp 18,731 -40.25 6 -40.00
2026-05-13 13F/A Jpmorgan Chase & Co 4,704,927 -3.26 1,466,432 -10.07
2026-04-24 13F SOL Capital Management CO 5,776 -47.58 1,586 52,733.33
2026-04-14 13F Opal Wealth Advisors, LLC 3,446 -20.19 1,106 -23.64
2026-05-12 13F Resurgent Financial Advisors LLC 2,852 -5.15 915 -9.23
2026-04-23 13F Scissortail Wealth Management, LLC 108,648 -10.59 34,848 -14.46
2026-05-06 13F Atlantic Trust, LLC 1,344 -82.33 431 -83.10
2026-05-01 13F Patten & Patten Inc/tn 2,077 -1.33 666 -5.53
2026-05-05 13F Crestwood Advisors Group LLC 19,324 -0.64 6,199 -4.92
2026-05-06 13F Private Wealth Asset Management, LLC 3,125 -3.46 1,003 -7.65
2026-04-21 13F Paradigm Financial Partners, Llc 840 -82.98 269 -83.74
2026-04-28 13F Cypress Capital, LLC 138,494 -0.56 44,430 -4.85
2026-04-30 13F First Horizon Corp 49,369 -3.75 15,838 -7.90
2026-05-14 13F Raymond James Financial Inc 2,952,890 -2.00 947,317 -6.22
2026-04-10 13F MKT Advisors LLC 1,512 -33.63 492 -36.27
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100.00 0 -100.00
2026-05-11 13F Canopy Partners, LLC 38,496 -5.55 12,350 -9.62
2026-05-07 13F Allen Investment Management LLC 594,697 -0.58 190,785 -4.87
2026-04-10 13F First Bank & Trust 212,363 -0.26 68,128 -4.56
2026-05-07 13F Intellus Advisors LLC 6,576 -6.50 2,110 -10.52
2026-05-07 13F Cassaday & Co Wealth Management LLC 15,450 -1.68 4,957 -5.92
2026-05-13 13F Parkside Financial Bank & Trust 8,150 -5.13 2,615 -9.24
2026-05-13 13F Capital Group Private Client Services, Inc. 55,222 -6.29 17,716 -10.34
2026-04-10 13F Pure Financial Advisors, Inc. 145,577 -0.58 46,702 -4.86
2026-04-23 13F Private Wealth Management Group, LLC 4,840 -21.21 1,553 -24.62
2026-04-27 13F GenTrust, LLC 103,314 -6.23 33,144 -10.28
2026-04-06 13F GAMMA Investing LLC 5,529 -1.18 1,774 -5.44
2026-04-17 13F Sara-Bay Financial 2,001 -0.94 642 -6.01
2026-04-07 13F Calder Financial LLC 36,286 -1.65 11,729 -5.17
2026-05-15 13F Shelton Capital Management 0 -100.00 0
2026-05-15 13F Silver Grove Financial Group, Inc. 2,724 -18.27 874 -21.84
2026-05-05 13F Vectors Research Management, LLC 1,816 -1.14 583 -5.37
2026-04-10 13F Legacy Wealth Management, LLC / MS 11,760 -3.54 3,773 -7.71
2026-04-30 13F BRYN MAWR TRUST Co 231,862 -2.53 74,384 -6.74
2026-05-02 13F Auxano Advisors, LLC 751 -4.57 241 -8.37
2026-05-01 13F Symphony Financial, Ltd. Co. 36,080 -13.19 11,545 -17.27
2026-04-14 13F William Mack & Associates, Inc. 0 -100.00 0
2026-05-01 13F Rakuten Securities, Inc. 858 -22.77 275 -26.08
2026-04-28 13F Stephens Inc /ar/ 657,184 -2.44 210,831 -6.65
2026-05-05 13F Gentry Private Wealth, Llc 7,001 -2.64 2,246 -6.85
2026-05-22 13F Coastline Complete Wealth LLC 975 -6.79 313 -10.86
2026-05-12 13F Jane Street Group, Llc Call 320,900 -21.64 102,948 -25.02
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 700 -12.50 225 -16.42
2026-04-23 13F Strategic Point Investment Advisors, LLC 20,383 -2.36 6,539 -6.56
2026-05-11 13F Collier Financial 1,140 -1.47 366 -5.93
2026-05-12 13F Financial Network Wealth Management LLC 831 -0.12 0
2026-04-21 13F Piedmont Capital Management, LLC/NC 4,278 -4.53 1,372 -8.66
2026-05-01 13F Heritage Investment Group, Inc. 4,227 -5.92 1,356 -9.96
2026-04-13 13F Neumann Capital Management, LLC 3,820 -30.11 1,225 -33.13
2026-04-29 13F Capital Planning LLC 3,938 -12.31 1,263 -16.36
2026-04-14 13F Sensenig Capital Advisors, Inc 1,449 -4.98 465 -9.20
2026-05-04 13F Absher Wealth Management, Llc 900 -2.28 289 -6.49
2026-02-04 13F Rock Point Advisors, LLC 0 -100.00 0
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 0 -100.00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 37,001 -1.14 11,870 -5.40
2026-04-21 13F S Harris Financial Group, LLC 0 -100.00 0
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 2,122 -1.21 681 -5.56
2026-04-21 13F Ketron Financial 8,221 -0.71 2,637 -4.97
2026-05-13 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2026-05-05 13F Noesis Capital Mangement Corp 2,723 -18.18 874 -21.70
2026-05-12 13F Jane Street Group, Llc 24,267 -18.69 7,785 -22.20
2026-04-15 13F Fifth Third Securities, Inc. 121,249 -1.89 38,898 -6.13
2026-05-14 13F Gts Securities Llc 0 -100.00 0
2026-04-10 13F YHB Investment Advisors, Inc. 10,745 -1.44 3,447 -5.69
2026-04-22 13F Matauro, Llc 9,338 -11.47 2,996 -15.30
2026-04-28 13F Core Wealth Advisors, Llc 0 -100.00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100.00 0
2026-04-23 13F Interchange Capital Partners, LLC 6,749 -0.90 1,859 -18.57
2026-04-27 13F PFG Investments, LLC 32,103 -9.88 10,299 -13.77
2026-04-27 13F ATLas Financial Planning LLC 9,013 -2.60 2,891 -6.80
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 10,574 -0.92 3,392 -5.20
2026-05-11 13F Blueprint Financial Advisors LLC 0 -100.00 0
2026-05-20 13F January Capital Advisors LLC 939 -81.51 301 -68.58
2026-04-20 13F Courier Capital Llc 6,449 -1.44 2,069 -5.70
2026-05-07 13F VisionPoint Advisory Group, LLC 3,773 -5.60 1,210 -9.70
2026-05-15 13F Flow Traders U.s. Llc 0 -100.00 0
2026-05-12 13F Culbertson A N & Co Inc 37,184 -3.85 11,929 -8.00
2026-05-08 13F Middleton & Co Inc/ma 647 -7.17 208 -11.16
2026-04-21 13F HF Advisory Group, LLC 0 -100.00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100.00 0
2026-06-03 13F CoreFirst Bank & Trust 1,613 -6.92 517 -11.02
2026-04-21 13F Long Island Wealth Management, Inc. 55,189 -1.75 17,705 -5.98
2026-04-16 13F Toth Financial Advisory Corp 423 -29.73 136 -32.84
2026-04-20 13F Skyline Advisors, Inc. 65,805 -36.61 21,111 -39.34
2026-04-24 13F Cabot Wealth Management Inc 0 -100.00 0
2026-05-15 13F Asset Management Group, Inc. 43,937 -3.20 14,095 -7.37
2026-04-28 13F Farnam Financial LLC 36,240 -5.91 11,626 -9.96
2026-05-13 13F Crews Bank & Trust 28,724 -0.86 9,215 -5.15
2026-04-23 13F Catalyst Investment Management LLC 1,276 -15.61 447 -11.66
2026-04-23 13F PayPay Securities Corp 38 -19.15 13 -13.33
2026-05-13 13F Invst, LLC 161,223 -3.72 51,722 -7.87
2026-05-15 13F Fairview Capital Investment Management, Llc 42,949 -2.15 13,778 -6.37
2026-05-01 13F Strategic Wealth Advisors LLC 659 -2.66 0
2026-05-15 13F Strategies Wealth Advisors, LLC 12,694 -3.05 4,072 -7.22
2026-04-03 13F First County Bank /CT/ 1,661 -25.11 533 -28.40
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100.00 0
2026-05-06 13F Everest Management Corp. 12,770 -15.61 4,097 -19.26
2026-04-29 13F Nilsine Partners, LLC 3,163 -3.54 1,115 1.46
2026-04-29 13F Broussard Financial Group LLC 760 -20.08 244 -23.58
2026-05-12 13F M&t Bank Corp 109,199 -3.95 35,032 -8.09
2026-05-11 13F Valpey Financial Services, LLC 1,142 -45.64 366 -48.01
2026-05-14 13F Twin Focus Capital Partners, Llc 215,023 -4.23 68,981 -8.36
2026-04-17 13F Amarillo National Bank 962 -3.02 309 -7.23
2026-04-10 13F Sound Stewardship, LLC 9,294 -0.64 2,982 -4.94
2026-05-14 13F Kilter Group LLC 686 -9.02 220 -13.10
2026-05-01 13F Concord Wealth Partners 5,391 -0.26 1,730 -4.53
2026-05-05 13F Regency Capital Management Inc.\DE 4,235 -0.28 1,359 -4.57
2026-04-13 13F CJM Wealth Advisers, Ltd. 0 -100.00 0
2026-04-23 13F Greenhouse Wealth Management, LLC 23,822 -2.70 7,642 -6.90
2026-05-14 13F Mill Creek Capital Advisors, LLC 66,972 -2.54 21,485 -6.74
2026-04-08 13F Archer Investment Management, LLC 4,882 -14.46 1,566 -18.14
2026-05-06 13F MorganRosel Wealth Management, LLC 149,452 -37.53 47,946 -40.22
2026-04-23 13F First Pacific Financial 4,246 -1.96 1,362 -6.13
2026-05-12 13F First American Trust, Fsb 6,229 -0.57 1,998 -4.86
2026-05-14 13F StoneX Group Inc. 56,966 -3.15 18,332 -7.08
2026-04-22 13F Financially in Tune, LLC 1,459 -1.15 468 -5.26
2026-04-29 13F Strid Group, LLC 15,954 -1.79 5,118 -6.02
2026-05-15 13F Tudor Investment Corp Et Al 48,632 -55.30 15,602 -57.23
2026-04-17 13F 55 North Private Wealth, LLC 17,576 -0.10 5,638 -4.41
2026-05-11 13F Godfrey Financial Associates, Inc. 524 -2.06 168
2026-04-10 13F Armstrong Advisory Group, Inc 5,700 -3.16 1,829 -7.35
2026-04-13 13F Elm3 Financial Group, LLC 2,696 -7.03 865 -11.01
2026-04-23 13F American National Bank 2,689 -3.59 863 -7.81
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-04-28 13F Westfuller Advisors, LLC 6,272 -0.74 2,012 -5.00
2026-05-26 13F Ruggaard & Associates LLC 2,429 -7.54 779 -11.48
2026-04-28 13F TritonPoint Partners, LLC 6,654 -8.27 2,135 -12.22
2026-05-15 13F Walsh & Associates, LLC 698 -1.41 224 -5.91
2026-04-27 13F Heffernan Advisory, Inc 3,657 -0.71 1,173 -4.94
2026-04-13 13F Compass Ion Advisors, LLC 514,573 -1.22 165,080 -5.48
2026-04-21 13F Dougherty & Associates, LLC 1,777 -2.74 570 -6.86
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77,227 -4.02 24,775 -8.16
2026-05-04 13F Rogco, Lp 232 -16.55 74 -20.43
2026-04-23 13F 626 Financial, LLC 12,634 -6.98 4,053 -10.98
2026-04-23 13F Columbia Advisory Partners Llc 4,248 -0.23 1,363 -4.56
2026-05-06 13F Durante & Waters, Llc 18,493 -1.60 5,933 -5.84
2026-05-18 13F IFS Group,LLC 1,967 -67.44 631 -68.33
2026-01-26 13F BCS Private Wealth Management, Inc. 0 -100.00 0
2026-05-07 13F Confluence Wealth Services, Inc. 34,976 -0.03 11,220 -4.34
2026-05-14 13F Peak Asset Management, LLC 3,373 -4.09 1,082 -8.23
2026-05-12 13F Klingenstein Fields & Co Lp 0 -100.00 0
2026-04-10 13F Voisard Asset Management Group, Inc. 1,042 -0.29 334 -4.57
2026-04-16 13F McClarren Financial Advisors, Inc. 58,279 -12.26 18,697 -4.34
2026-04-21 13F Wolfstich Capital, LLC 0 -100.00 0
2026-01-22 13F Colony Family Offices, LLC 0 -100.00 0 -100.00
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 44,616 -2.55 14,313 -6.75
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 0 -100.00 0
2026-04-30 13F Stablepoint Partners, LLC 1,375 -8.33 441 -12.15
2026-05-14 13F Hilltop Holdings Inc. 6,682 -57.21 2,144 -59.06
2026-05-11 13F Strategic Wealth Designers 1,446 -7.72 464 -11.62
2026-05-11 13F Peak Retirement Planning, Inc. 12,461 -27.05 3,998 -30.20
2026-05-04 13F Archer Investment Corp 2,524 -32.31 810 -35.28
2026-04-28 13F Intelligent Financial Strategies 42,999 -5.86 13,795 -9.92
2026-05-05 13F Solutions 4 Wealth, Ltd 2,274 -0.52 730 -4.83
2026-01-22 13F O'Brien Wealth Partners LLC 130,797 -0.89 43,852 1.26
2026-05-05 13F Kickstand Ventures, Llc. 711 -0.97 228 -5.00
2026-04-28 13F Family CFO Inc 154,451 -0.41 49,549 -4.70
2026-04-17 13F Defined Wealth Management, Llc 3,337 -12.60 1,070 -16.41
2026-05-05 13F Ethos Financial Group, LLC 3,440 -7.75 1,083 -13.36
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 1,041 -2.53 334 -6.98
2026-05-14 13F Dana Investment Advisors, Inc. 1,253 -2.87 402 -7.18
2026-04-14 13F Lee-Kelleher Wealth Management 6,567 -15.44 2,107 -19.09
2026-04-28 13F Evergreen Private Wealth LLC 516 -0.19 166 -4.62
2026-05-11 13F Great Valley Advisor Group, Inc. 83,648 -2.20 26,835 -6.43
2026-04-21 13F Sensible Money, LLC 6,465 -7.50 2,074 -11.48
2026-04-30 13F Colton Groome Financial Advisors, Llc 4,266 -13.77 1,369 -17.49
2026-05-12 13F IFG Advisory, LLC 29 -99.98 9 -99.98
2026-05-01 13F Trifecta Capital Advisors, LLC 8,701 -0.71 2,791 -4.97
2026-04-24 13F TKG Advisors, LLC 3,757 -1.47 1,205 -5.71
2026-04-23 13F Sellwood Investment Partners LLC 9,502 -21.67 3,048 -25.04
2026-05-15 13F Fayez Sarofim & Co 42,879 -1.04 13,756 -5.30
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 40,390 -1.47 12,958 -5.71
2026-05-11 13F Miramar Capital, LLC 2,705 -0.29 868 -4.62
2026-04-17 13F Signal Advisors Wealth, LLC 22,629 -10.10 7,260 -13.98
2026-04-29 13F KERR FINANCIAL PLANNING Corp 153 -50.00 54 -47.52
2026-04-14 13F Seven Mile Advisory 0 -100.00 0
2026-05-15 13F Private Capital Management, LLC 1,356 -12.74 435 -16.54
2026-05-14 13F Bank Of Hawaii 317,672 -3.22 101,912 -7.39
2026-04-14 13F Value Investment Professionals, LLC 11,595 -31.81 3,720 -34.65
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 0 -100.00 0
2026-04-23 13F Investment Planning Advisors, Inc. 2,620 -1.50 840 -5.72
2026-05-11 13F Summitry Llc 0 -100.00 0
2026-05-11 13F Elevated Financial Group LLC 3,980 -2.55 1,277 -6.79
2026-04-09 13F TruWealth Advisors, LLC 266,959 -19.50 85,639 -22.98
2026-05-04 13F Evernest Financial Advisors, LLC 2,606 -11.93 919 -9.38
2026-05-04 13F Modus Advisors, LLC 35,415 -0.44 11,362 -4.73
2026-04-24 13F Keb Asset Management, Llc 12,921 -9.29 4,145 -13.19
2026-04-15 13F Journey Strategic Wealth Llc 11,326 -6.47 3,634 -10.50
2026-04-14 13F Twelve Points Wealth Management LLC 4,487 -4.51 1,439 -10.51
2026-05-05 13F Beaumont Financial Advisors, LLC 11,465 -0.49 3,678 -4.76
2026-05-12 13F Axos Invest Inc. 80,946 -21.68 25,968 -25.06
2026-05-21 13F Verus Capital Partners, Llc 6,698 -7.70 2,149 -11.71
2026-04-07 13F Blueline Advisors Llc 180 -0.55 58 -5.00
2026-04-07 13F Central Pacific Bank - Trust Division 533 -0.74 171 -5.56
2026-05-13 13F Pfc Capital Group, Inc. 1,177 -2.81 0
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 0 -100.00 0
2026-04-20 13F TFB Advisors LLC 8,326 -51.56 2,671 -53.65
2026-05-12 13F Strategic Wealth Partners, Ltd. 1,934 -9.03 620 -12.92
2026-04-27 13F Liberty Atlantic Advisors LLC 693 -67.25 223 -68.69
2026-04-30 13F First National Bank & Trust Co Of Newtown 347,721 -19.39 111,549 -22.86
2026-04-30 13F Equitable Trust Co 22,245 -0.27 7,136 -4.57
2026-02-10 13F Future Fund LLC 0 -100.00 0
2026-04-29 13F Sigma Investment Counselors Inc 51,744 -14.51 16,600 -18.20
2026-05-15 13F Citadel Advisors Llc Put 233,600 -20.87 74,941 -24.28
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 5,782 -10.25 1,855 -14.13
2026-04-08 13F Dover Advisors, Llc 718 -7.12 230 -11.20
2026-05-14 13F Synergy Financial Group, LTD 1,261 -8.56 404 -12.55
2026-04-10 13F OMNI 360 Wealth, Inc. 7,992 -0.05 2,564 -5.98
2026-05-13 13F Mach-1 Financial Group, Inc. 652 -85.77 209 -86.39
2026-04-13 13F True Wealth Design, LLC 7,399 -49.55 2,374 -51.73
2026-05-12 13F Portside Wealth Group, LLC 0 -100.00 0
2026-04-07 13F Attessa Capital LLC 1,838 -1.34 590 -5.61
2026-05-05 13F Tortoise Investment Management, LLC 39,297 -0.60 12,607 -4.90
2026-05-05 13F Martin Capital Advisors, LLP 18,366 -0.35 5,892 -4.66
2026-04-09 13F Secure Asset Management, LLC 6,599 -7.03 2,117 -11.01
2026-05-08 13F Evergreen Wealth Partners LLC 0 -100.00 0
2026-02-13 13F Brian Low Financial Group, Llc 0 -100.00 0
2026-04-22 13F Spire Wealth Management 20,262 -15.37 6,500 -19.02
2026-05-15 13F Safe Harbor Fiduciary, LLC 1,570 -7.92 504 -11.91
2026-05-04 13F Summit Wealth Group, LLC 6,263 -0.48 2,009 -4.74
2026-05-13 13F Northern Capital Management, Inc. 2,309 -20.21 741 -23.71
2026-05-11 13F Chilton Capital Management Llc 3,333 -4.44 1,069 -8.55
2026-04-14 13F Austin Wealth Management, LLC 5,751 -24.79 1,870 -28.08
2026-04-27 13F Osborne Partners Capital Management, Llc 23,213 -5.15 7,447 -9.25
2026-05-08 13F Pnc Financial Services Group, Inc. 2,337,078 -0.81 749,758 -5.09
2026-05-13 13F Sei Investments Co 0 -100.00 0 -100.00
2026-05-14 13F Colony Group, LLC 0 -100.00 0 -100.00
2026-04-13 13F GoalVest Advisory LLC 37,239 -7.16 11,947 -11.17
2026-04-22 13F Citrine Capital LLC 3,648 -2.22 1,170 -6.40
2026-04-15 13F Wolff Financial Management Llc 1,134 -4.87 364 -9.02
2026-05-18 13F Graney & King, LLC 3,546 -1.58 1,138 -5.88
2026-04-29 13F Compass Financial Group, INC/SD 103,907 -3.23 33,334 -7.41
2026-05-08 13F Zions Bancorporation, National Association /ut/ 313,698 -2.01 100,637 -6.24
2026-04-21 13F Artesa Financial Group, LLC 1,198 -29.11 384 -32.16
2026-01-27 13F Northern Financial Advisors Inc 0 -100.00 0
2026-04-22 13F Ariston Services Group 0 -100.00 680 1.34
2026-04-20 13F Kearns & Associates LLC 173,616 -0.66 55,698 -4.95
2026-05-05 13F Bank of New York Mellon Corp 1,735,083 -16.10 556,632 -19.71
2026-05-01 13F Evergreen Wealth Management, LLC 28,375 -9.90 9,103 -13.78
2026-04-15 13F Valley National Advisers Inc 4,944 -4.74 2 0.00
2026-05-04 13F Innealta Capital, Llc 14,174 -15.26 4,547 -18.90
2026-04-24 13F Bayban 15,466 -0.10 4,962 -4.41
2026-04-17 13F Charter Trust Co 1,668 -7.08 535 -10.98
2026-04-27 13F Wbh Advisory Inc 214,106 -0.27 69,207 -3.84
2026-05-12 13F WCG Wealth Advisors LLC 25,883 -0.04 8,303 -4.35
2026-05-15 13F KM Capital Management Ltd. 0 -100.00 0
2026-05-08 13F Prudent Man Advisors, LLC 124,649 -6.79 39,989 -10.81
2026-04-21 13F Financial Council Asset Management Inc 5,152 -4.36 1,653 -8.53
2026-05-12 13F Wood Tarver Financial Group, LLC 146,291 -9.69 47 -14.81
2026-04-23 13F Farmers & Merchants Investments Inc 9,067 -13.16 2,909 -16.91
2026-05-01 13F Bensler, LLC 1,152 -3.11 370 -7.29
2026-05-12 13F Tiaa Trust, National Association 63,628 -91.54 20,412 -91.90
2026-04-16 13F Ellsworth Advisors, LLC 0 -100.00 0
2026-04-14 13F OLIO Financial Planning 116,729 -1.69 37,448 -5.93
2026-04-21 13F Waterway Wealth Management, LLC 0 -100.00 0
2026-05-07 13F Johnson Financial Group, Inc. 54,734 -2.63 17,559 -6.83
2026-05-12 13F Prostatis Group LLC 1,332 -40.22 427 -42.84
2026-05-13 13F American Investment Services, Inc. 6,833 -0.26 2,192 -4.53
2026-02-10 13F Blue Barn Wealth, LLC 0 -100.00 0
2026-04-27 13F Revisor Wealth Management LLC 5,099 -5.75 1,636 -10.85
2026-04-30 13F Petix & Botte Co 13,078 -48.55 8,446 -0.89
2026-05-04 13F Tradewinds, LLC. 0 -100.00 0
2026-04-14 13F USA Financial Portformulas Corp 1,931 -4.83 619 -8.97
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 21,284 -22.92 7 -33.33
2026-05-14 13F Bank of Marin 2,493 -7.56 800 -11.62
2026-01-08 13F Old Port Advisors 0 -100.00 0
2026-04-13 13F LexAurum Advisors, LLC 41,978 -23.47 13,467 -25.18
2026-05-15 13F Breakwater Investment Management 117,486 -2.43 37,691 -6.64
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 496,591 -14.12 159,311 -17.82
2026-04-13 13F Gill Capital Partners, Llc 6,351 -5.41 2,037 -9.51
2026-05-06 13F Dunhill Financial, LLC 36,196 -0.51 11,612 -4.80
2026-05-11 13F/A GFS Advisors, LLC 47,733 -3.57 15,313 -7.73
2026-04-23 13F Davidson Kahn Capital Management, LLC 3,454 -13.41 1,108 -17.13
2026-05-07 13F Palisades Hudson Asset Management, L.P. 58,483 -0.06 19 -5.26
2026-05-15 13F Evelyn Partners Asset Management Ltd 2,549 -0.43 818 -4.78
2026-04-15 13F Riversedge Advisors, Llc 3,164 -4.21 1,015 -8.31
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-05-12 13F Ark & Tlk Investments, Llc 16,944 -2.01 5,436 -6.24
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 18,271 -5.51 6,122 -7.77
2026-04-13 13F Kmg Fiduciary Partners, Llc 5,579 -25.59 1,790 -28.81
2026-05-13 13F GW&K Investment Management, LLC 3,411 -2.52 1 0.00
2026-04-08 13F Sax Wealth Advisors, Llc 35,300 -0.26 11,835 -0.25
2026-05-11 13F Fortis Capital Management LLC 5,381 -0.52 1,726 -4.80
2026-04-14 13F Precedent Wealth Partners, Llc 81,162 -0.00 26,038 -4.31
2026-04-17 13F HHM Wealth Advisors, LLC 4,994 -0.66 1,602 -4.93
2026-04-29 13F Penobscot Investment Management Company, Inc. 5,046 -9.51 1,619 -13.43
2026-05-15 13F Squarepoint Ops LLC Call 0 -100.00 0
2026-05-07 13F Meeder Advisory Services, Inc. 1,242 -22.86 398 -26.16
2026-05-15 13F Keating Financial Advisory Services, Inc. 8,360 -3.11 2,682 -7.30
2026-05-20 13F Hobbs Group Advisors, LLC 6,943 -0.27 2,227 -4.58
2026-02-10 13F Chartist Inc /ca/ 0 -100.00 0
2026-05-28 13F Blue Fin Capital, Inc. 1,467 -0.20 471 -4.47
2026-05-15 13F Burns Matteson Capital Management, LLC 8,992 -2.43 2,885 -6.64
2026-04-15 13F Curran Financial Partners, LLC 4,576 -11.47 1,468 -15.29
2026-05-15 13F Avos Capital Management, LLC 1,957 -50.56 628 -52.71
2026-05-15 13F Headinvest, Llc 45,460 -3.70 14,584 -7.85
2026-04-23 13F Mayflower Financial Advisors, LLC 19,130 -0.58 6,137 -4.88
2026-04-20 13F Columbia Asset Management 0 -100.00 0
2026-04-16 13F Flywheel Private Wealth LLC 6,421 -0.14 2,060 -4.45
2026-04-29 13F Frank, Rimerman Advisors LLC 96,583 -0.95 30,985 -5.22
2026-04-07 13F First Financial Corp /in/ 531 -2.21 170 -6.59
2026-05-01 13F Silver Oak Advisory Group, Inc. 32,490 -1.17 10 -9.09
2026-04-07 13F Trinity Financial Advisors LLC 34,535 -17.89 11,079 -21.43
2026-04-08 13F RVW Wealth, LLC 17,356 -29.03 5,568 -32.09
2026-05-14 13F Venture Visionary Partners LLC 81,750 -2.48 26,226 -8.68
2026-04-10 13F Revolve Wealth Partners, LLC 355,863 -7.89 114,164 -11.86
2026-04-17 13F Webster Bank, N. A. 37,467 -1.94 12,020 -6.17
2026-04-20 13F Jfs Wealth Advisors, Llc 48,812 -0.07 15,659 -4.38
2026-05-19 13F Winnow Wealth Llc 0 -100.00 0
2026-05-05 13F New Harbor Financial Group, LLC 0 -100.00 0
2026-01-30 13F SK Wealth Management, LLC 0 -100.00 0
2026-04-08 13F Melone Private Wealth, LLC 1,625 -3.56 521 -7.62
2026-05-13 13F First Citizens Bank & Trust Co 19,500 -9.12 6,256 -13.04
2026-05-11 13F Schiavi & Co LLC 1,295 -3.07 415 -7.16
2026-03-05 13F Bush Investment Group, Llc 101,350 -1.04 33,980 1.10
2026-05-15 13F Squarepoint Ops LLC Put 0 -100.00 0
2026-04-15 13F Trellis Wealth Advisors LLC 84,706 -0.42 27,175 -4.72
2026-04-28 13F Baxter Bros Inc 2,571 -28.58 825 -31.67
2026-02-17 13F Vertex Planning Partners, LLC 0 -100.00 0
2026-05-15 13F Bragg Financial Advisors, Inc 10,704 -4.73 3,434 -8.87
2026-02-05 13F Idaho Trust Bank 0 -100.00 0
2026-04-10 13F Sar Wealth Management Group, Llc 55,742 -0.58 17,883 -4.87
2026-05-13 13F Fund Advisors of America Inc/FL 4,047 -1.99 1,298 -6.21
2026-04-30 13F Fidelity D & D Bancorp Inc 2,963 -1.89 951 -6.13
2026-02-17 13F Dimension Capital Management Llc 0 -100.00 0
2026-04-16 13F Addis & Hill, Inc 62,338 -1.68 19,999 -5.92
2026-05-04 13F Sound Portfolio Advisors, LLC 72,574 -0.40 23,282 -4.70
2026-01-08 13F Spartan Planning & Wealth Management 0 -100.00 0 -100.00
2026-05-12 13F Cornerstone Capital, Inc. 5,625 -25.87 1,805 -29.09
2026-04-17 13F Boston Private Wealth Llc 31,642 -1.12 10,151 -5.39
2026-04-20 13F Kestra Private Wealth Services, Llc 71,128 -7.31 22,818 -11.30
2026-05-14 13F Spg Advisors Llc 1,049 -6.09 337 -10.16
2026-04-27 13F Oxbow Advisors, LLC 7,376 -3.33 2,366 -7.51
2026-04-27 13F Tennessee Valley Asset Management Partners 135,483 -4.14 43,464 -8.27
2026-04-15 13F Tenzing Financial LLC 0 -100.00 0
2026-04-27 13F Marotta Asset Management 9,461 -3.73 3,058 -7.19
2026-05-08 13F Addison Advisors LLC 2,642 -0.90 848 -5.15
2026-04-24 13F Mills Wealth Advisors LLC 2,440 -55.50 783 -57.45
2026-04-20 13F Naples Global Advisors, Llc 18,400 -0.44 5,903 -4.74
2026-05-12 13F Stokes Family Office, LLC 58,889 -4.28 18,892 -8.41
2026-05-20 13F/A J. Mark Nickell & Co. 4,828 -22.69 1,549 -26.04
2026-05-06 13F FSA Advisors, Inc. 0 -100.00 0
2026-04-27 13F F&V Capital Management, LLC 3,859 -62.59 1 -66.67
2026-02-12 13F Pitcairn Co 0 -100.00 0
2026-04-30 13F Titleist Asset Management, Llc 34,801 -9.43 11,165 -13.34
2026-05-13 13F United Services Automobile Association 0 -100.00 0
2026-05-11 13F Clarendon Private LLC 6,424 -34.96 2,061 -37.75
2026-05-15 13F Eagle Capital Management Llc 0 -100.00 0
2026-01-26 13F Liberty Capital Management, Inc. 121,479 -1.58 40,728 0.55
2026-05-15 13F Ameriprise Financial Inc 1,917,767 -12.23 615,337 -16.15
2026-05-15 13F NCM Capital Management, LLC 7,825 -0.06 2,510 -4.38
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3,499 -1.82 1,122 -6.11
2026-05-15 13F Intelligence Driven Advisers, LLC 2,631 -1.13 844 -5.38
2026-05-14 13F Empower Advisory Group, LLC 1,301,303 -21.45 417,471 -24.83
2026-04-29 13F Schmidt P J Investment Management Inc 632 -13.66 203 -17.55
2026-04-16 13F Annex Advisory Services, LLC 119,991 -2.56 38,494 -6.76
2026-05-11 13F HBK Sorce Advisory LLC 91,912 -0.63 33,352 5.76
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 2,705 -0.33 868 -4.62
2026-04-28 13F Flagship Harbor Advisors, Llc 132,426 -0.50 42,484 -4.80
2026-05-12 13F Dynamic Financial Group 0 -100.00 0
2026-04-10 13F Novem Group 9,947 -1.66 3,191 -5.90
2026-05-14 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2026-04-30 13F Arista Wealth Management, LLC 17,862 -0.03 5,730 -4.34
2026-04-14 13F Rf&l Wealth Management, Llc 15,017 -3.77 4,818 -7.93
2026-05-15 13F XTX Topco Ltd 0 -100.00 0
2026-01-16 13F Oldfather Financial Services, LLC 5,741 -0.93 1,925 1.21
2026-05-15 13F Larson Financial Group LLC 15,680 -0.37 5,030 -4.66
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100.00 0
2026-04-10 13F Sulzberger Capital Advisors, Inc. 9,250 -0.53 2,968 -4.81
2026-04-28 13F Lansing Street Advisors 29,545 -7.66 9,478 -11.64
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-22 13F TruNorth Capital Management, LLC 13,327 -6.13 4,275 -10.19
2026-05-06 13F Heritage Wealth Management, Inc./Texas 884 -0.67 284 -5.03
2026-04-24 13F Smithbridge Asset Management Inc/de 3,668 -33.24 1,177 -36.12
2026-05-14 13F Milestone Asset Management Group, LLC 7,318 -1.12 2,348 -5.40
2026-04-01 13F Beacon Wealthcare LLC 451,671 -2.94 144,900 -7.13
2026-05-01 13F Van Cleef Asset Management,Inc 31,676 -0.16 10,162 -4.47
2026-05-15 13F Punch & Associates Investment Management, Inc. 0 -100.00 0
2026-04-13 13F IFP Advisors, Inc 52,939 -2.03 16,983 -6.25
2026-04-13 13F Shira Ridge Wealth Management 4,729 -12.00 1,517 -15.77
2026-05-05 13F Aventura Private Wealth, LLC 697 -0.29 224 -4.70
2026-02-04 13F Certior Financial Group, Llc 0 -100.00 0
2026-05-11 13F Empirical Asset Management, LLC 1,881 -77.11 603 -5.19
2026-04-21 13F Beaumont Asset Management, L.L.C. 7,002 -1.21 2,246 -5.47
2026-05-12 13F Ames National Corp 10,169 -0.60 3,262 -4.90
2026-05-06 13F MTM Investment Management, LLC 81 -7.95 26 -13.79
2026-04-07 13F Anderson Hoagland & Co 10,412 -48.57 3,340 -50.79
2026-05-06 13F Cedar Point Capital Partners, LLC 2,724 -6.17 874 -10.28
2026-05-05 13F NerdWallet Wealth Partners, LLC 27,819 -27.59 8,927 -30.70
2026-04-22 13F Omnitrust Wealth Management, Inc 0 -100.00 0
2026-05-15 13F United Capital Financial Advisers, Llc 124,054 -0.14 39,814 -4.41
2026-04-16 13F Kure Advisory, LLC 0 -100.00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 5,412 -5.19 1,736 -9.25
2026-04-09 13F Diversified Management Inc 14,250 -5.71 4,572 -9.77
2026-05-05 13F Regions Financial Corp 320,890 -2.92 102,945 -7.11
2026-04-21 13F Financial Architects, LLC 78,072 -3.38 25,046 -7.55
2026-04-28 13F Meridian Investment Counsel Inc. 2,442 -0.81 783 -5.09
2026-04-28 13F Appleton Partners Inc/ma 3,849 -5.24 1 0.00
2026-05-15 13F Talon Private Wealth, LLC 2,374 -10.89 762 -5.93
2026-04-23 13F Drucker Wealth 3.0, LLC 51,753 -1.21 16,603 -5.47
2026-04-16 13F BridgePort Financial Solutions, LLC 1,886 -17.35 605 -20.92
2026-05-15 13F Markin Asset Management, LP 875 -47.35 281 -49.73
2026-04-23 13F Equita Financial Network, Inc. 150,648 -5.93 48,336 -9.97
2026-05-13 13F Lantern Wealth Advisors, LLC 10,886 -1.28 3,492 -5.55
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 358 -5.54 115 -9.45
2026-05-13 13F Factorial Partners, Llc 18,000 -1.37 5,775 -5.62
2026-05-01 13F Kaizen Financial Strategies 2,758 -2.23 954 0.95
2026-04-15 13F Code Waechter LLC 914 -0.44 293 -4.56
2026-05-11 13F Salomon & Ludwin, LLC 3,621 -1.79 1,172 -6.16
2026-05-12 13F Channel Wealth Llc 2,936 -0.51 942 -4.85
2026-05-08 13F Miller Investment Management, LP 10,429 -4.36 3,346 -8.48
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 2,870 -1.71 962 0.42
2026-05-14 13F Simplex Trading, Llc 0 -100.00 0
2026-05-11 13F Brooklyn FI, LLC 137,422 -7.99 44,086 -11.96
2026-05-01 13F Strategic Financial Partners, Ltd. 9,158 -5.61 2,938 -9.66
2026-04-21 13F Highland Financial Advisors, LLC 25,554 -0.14 8,198 -4.44
2026-04-13 13F Bnc Wealth Management, Llc 13,241 -3.72 4,248 -7.87
2026-04-15 13F Aspen Investment Management Inc 14,424 -0.95 5 0.00
2026-05-12 13F Sivia Capital Partners, LLC 870 -83.22 279 -83.95
2026-05-15 13F/A Studio Investment Management Llc 16,871 -0.34 5,412 -4.63
2026-05-08 13F Atlantic Private Wealth, LLC 51,724 -0.87 16,594 -5.14
2026-06-01 13F Flagship Wealth Advisors, Llc 187 -19.40 57 -27.27
2026-01-09 13F Tactive Advisors, LLC 0 -100.00 0
2026-05-14 13F Ballentine Partners, LLC 5,541,921 -2.07 1,777,904 -6.29
2026-05-12 13F CBIZ Investment Advisory Services, LLC 22,438 -0.93 7,198 -5.20
2026-01-22 13F NRI Wealth Management LC 16,530 -1.74 5,542 0.40
2026-05-13 13F Cliffwater LLC 321,612 -6.51 103,176 -10.54
2026-05-04 13F Financial Security Advisor, Inc. 2,058 -4.90 660 -8.97
2026-05-12 13F Reyes Financial Architecture, Inc. 3,535 -0.20 1,134 -4.47
2026-05-13 13F LM Advisors LLC 11,221 -4.15 35 0.00
2026-04-21 13F Tritonpoint Wealth, Llc 4,489 -48.73 1,440 -50.94
2026-05-11 13F Oxford Wealth Group, LLC 11,011 -12.05 3,532 -15.84
2026-05-19 13F/A Eley Financial Management, Inc 3,915 -0.25 1,256 -4.56
2026-01-16 13F First Community Trust Na 0 -100.00 0
2026-04-10 13F Briaud Financial Planning, Inc 539,110 -2.03 172,925 -6.27
2026-05-07 13F FourThought Financial Partners, LLC 4,793 -1.11 1,538 -5.42
2026-04-17 13F Andina Capital Management, LLC 1,122 -51.28 360 -53.37
2026-04-24 13F DB&C Advisors, LLC 1,614 -0.25 518 -4.61
2026-04-27 13F GDS Wealth Management 4,665 -8.19 1,497 -12.16
2026-04-28 13F Strata Wealth Advisors, LLC 1,641 -5.74 526 -9.78
2026-04-23 13F Forum Financial Management, LP 57,617 -0.76 18,484 -5.04
2026-04-27 13F HTG Investment Advisors, Inc. 9,912 -1.03 3,180 -5.30
2026-04-03 13F Global Wealth Strategies & Associates 1,197 -5.38 384 -9.43
2026-04-08 13F Ervin Investment Management, LLC 1,486 -6.31 477 -10.36
2026-04-21 13F Unique Wealth, Llc 5,572 -29.00 1,787 -32.08
2026-04-08 13F Sharkey, Howes & Javer 6,092 -8.83 1,954 -12.77
2026-04-22 13F Semitam Bonam Llc 50,858 -0.05 16,316 -4.36
2026-04-08 13F WealthCare Investment Partners, LLC 1,936 -3.87 630 -7.09
2026-04-21 13F RCS Financial Planning, LLC 2,959 -0.84 949 -5.10
2026-05-01 13F Compass Financial Services Inc 700 -0.14 225 -4.27
2026-05-14 13F Vivaldi Capital Management, LLC 24,353 -2.51 7,813 -6.71
2026-04-14 13F Juncture Wealth Strategies, Llc 4,793 -6.15 1,538 -10.22
2026-05-12 13F Curio Wealth, Llc 2,198 -0.09 705 -5.62
2026-04-22 13F Financial Futures Ltd Liability Co. 833 -0.72 267 -4.98
2026-04-17 13F Legacy Wealth Partners, LLC 1,725 -12.70 554 -16.47
2026-05-08 13F Financial Strategies Group, Inc. 11,956 -0.70 4,215 2.58
2026-05-13 13F Alamar Capital Management, LLC 0 -100.00 0 -100.00
2026-05-06 13F Astra Wealth Partners LLC 20,020 -2.18 6,423 -6.40
2026-04-28 13F Grange Capital, LLC 1,438 -1.98 461 -6.11
2026-05-15 13F Signal Tree Financial Partners Llc 11,379 -1.07 3,650 -5.34
2026-04-21 13F Bennett Selby Investments Lp 3,122 -0.13 1,001 -4.39
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-05-11 13F Beacon Capital Management, LLC 151,381 -15.10 48,565 -18.76
2026-05-06 13F Gryphon Financial Partners LLC 109,257 -3.68 35,051 -7.83
2026-05-09 13F ZEGA Investments, LLC 1,870 -29.14 600 -32.24
2026-04-28 13F Integrated Advisors Network LLC 36,574 -31.50 11,733 -34.45
2026-05-15 13F London & Capital Asset Management Ltd 7,461 -28.38 2,394 -31.44
2026-04-30 13F Main Street Research LLC 1,289 -16.19 414 -19.81
2026-04-22 13F Benchmark Financial, LLC 0 -100.00 0
2026-05-13 13F Mpwm Advisory Solutions, Llc 2,859 -20.83 917 -24.21
2026-04-29 13F Harbour Capital Advisors, LLC 5,026 -1.70 1,765 2.68
2026-05-11 13F Estate Planners Group, LLC 1,895 -2.87 608 -7.19
2026-04-16 13F Fortem Financial Group, Llc 909 -9.01 292 -12.87
2026-06-05 13F Verus Advisory, Inc. 0 -100.00 0 -100.00
2026-04-21 13F Cfm Wealth Partners Llc 686 -2.70 220 -6.78
2026-05-11 13F Manchester Capital Management LLC 9,160 -0.72 2,939 -5.01
2026-05-14 13F Betterment LLC 24,526,707 -2.56 7,868 -6.77
2026-04-24 13F APCM Wealth Management for Individuals 1,821 -0.82 584 -5.04
2026-05-08 13F Core Wealth Partners LLC 1,042 -0.48 334 -4.84
2026-04-30 13F Pearl Planning LLC 808 -2.42 259 -6.50
2026-04-24 13F Heritage Investors Management Corp 21,125 -1.72 7 -14.29
2026-04-17 13F Baker Ellis Asset Management LLC 222,130 -0.47 71,261 -4.76
2026-05-06 13F ProVise Management Group, LLC 1,060 -1.58 340 -5.82
2026-04-20 13F Kennicott Capital Management Llc 8,379 -2.68 2,688 -6.86
2026-04-27 13F Iron Financial, LLC 35,712 -1.15 11,457 -5.41
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-04-14 13F Clean Yield Group 738 -9.11 237 -13.24
2026-05-13 13F Arvest Bank Trust Division 4,072 -3.62 1,306 -7.77
2026-05-13 13F Ingalls & Snyder Llc 712 -46.10 0
2026-04-22 13F Rainey & Randall Investment Management Inc. 779 -4.88 250 -8.76
2026-01-21 13F StrongBox Wealth, LLC 0 -100.00 0
2026-04-14 13F American State Bank (Iowa) 1,057 -3.65 339 -7.63
2026-04-20 13F First PREMIER Bank 108,390 -5.01 35 -10.53
2026-05-08 13F Reicon Wealth Advisors, Llc 500 -12.28 160 -16.23
2026-04-08 13F Parisi Gray Wealth Management 63,457 -0.56 20,358 -4.85
2026-04-17 13F Swp Financial Llc 777 -18.55 249 -21.94
2026-04-28 13F MBL Wealth, LLC 5,939 -9.86 1,905 -13.76
2026-04-13 13F Advocate Group Llc 18,129 -1.16 5,816 -5.42
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 16,804 -1.99 5,391 -6.23
2026-05-07 13F Liberty Square Wealth Partners Llc 3,487 -4.83 1,119 -8.96
2026-05-07 13F REDW Wealth LLC 67,745 -8.02 21,733 -11.99
2026-05-12 13F Avant Capital LLC 13,267 -2.06 4,256 -6.28
2026-05-15 13F Pursuit Wealth Strategies, Llc 88 -5.38 28 -9.68
2026-04-08 13F Spinnaker Investment Group, LLC 6,434 -49.57 2,064 -51.74
2026-04-17 13F Gibson Capital, LLC 851,601 -1.08 273,202 -5.34
2026-05-07 13F Principle Wealth Partners Llc 84,895 -2.78 27,235 -6.98
2026-05-13 13F Brinker Capital Investments, LLC 629,686 -8.96 202,010 -12.88
2026-05-05 13F Midwestern Financial, LLC /IA 11,039 -15.85 3,541 -19.49
2026-04-08 13F Aurelius Family Office LLC 10,881 -0.32 3,491 -5.62
2026-05-04 13F Inlight Wealth Management, LLC 0 -100.00 0
2026-05-11 13F Foundations Investment Advisors, LLC 100,287 -4.38 32,173 -8.51
2026-05-13 13F Archvest Wealth Advisors, Inc. 4,664 -4.07 1,496 -8.22
2026-05-08 13F Bokf, Na 44,553 -17.39 14,293 -20.95
2026-05-13 13F Hirtle Callaghan & Co LLC 215,155 -8.90 69,024 -12.83
2026-05-05 13F Gallacher Capital Management LLC 11,700 -0.01 3,754 -4.31
2026-04-29 13F TriaGen Wealth Management LLC 9,387 -0.51 3,012 -4.81
2026-05-04 13F Glassman Wealth Services 44,146 -1.11 14,163 -5.38
2026-04-21 13F Creative Capital Management Investments LLC 4,830 -0.19 1,550 -4.50
2026-05-12 13F Sfmg, Llc 8,099 -3.34 2,598 -7.51
2026-04-09 13F Everhart Financial Group, Inc. 179,893 -2.45 57,712 -6.65
2026-04-22 13F Onyx Bridge Wealth Group LLC 32,258 -0.65 10,349 -4.93
2026-04-10 13F Affinity Wealth Management Llc 1,990 -4.69 639 -8.86
2026-04-29 13F WealthPLAN Partners, LLC 29,125 -15.61 9,344 -19.25
2026-04-17 13F BCS Wealth Management 14,556 -38.03 4,670 -40.70
2026-04-20 13F Eagle Strategies LLC 3,676 -3.42 1,179 -7.60
2026-04-15 13F Wealthcare Capital Management Llc 1,085,614 -0.84 348,276 -5.11
2026-04-22 13F SFG Wealth Management, LLC. 3,657 -9.55 1,173 -13.43
2026-05-13 13F Scotia Capital Inc. 4,558 -11.51 1,462 -15.30
2026-04-17 13F Tectonic Advisors Llc 1,161 -44.24 372 -46.70
2026-05-13 13F Caitlin John, LLC 7,976 -18.68 2,559 -22.17
2026-05-08 13F Weinberger Asset Management, Inc 104,582 -4.24 33,551 -8.37
2026-05-13 13F Bienville Capital Management, LLC 2,245 -8.85 720 -12.73
2026-04-27 13F Colonial River Wealth Management, LLC 2,785 -12.61 893 -16.39
2026-05-08 13F Buck Wealth Strategies, LLC 1,146 -7.73 368 -11.78
2026-04-17 13F Certified Advisory Corp 12,141 -1.23 3,895 -5.48
2026-04-08 13F Towerpoint Wealth, LLC 2,767 -1.71 888 -5.94
2026-05-04 13F Westside Investment Management, Inc. 57,691 -0.35 18,509 -4.65
2026-05-06 13F Avalon Trust Co 9,647 -3.26 3,095 -7.45
2026-04-28 13F Hoey Investments, Inc 60 -15.49 19 -17.39
2026-05-11 13F Per Stirling Capital Management, LLC. 2,313 -1.36 742 -5.60
2026-04-13 13F Wolff Wiese Magana Llc 538 -2.71 172 -7.03
2026-04-08 13F Beacon Financial Strategies CORP 96,966 -3.17 31,108 -7.35
2026-04-17 13F New Covenant Trust Company, N.A. 47,082 -1.03 15,104 -5.59
2026-04-06 13F WASHINGTON TRUST Co 56,212 -1.16 18,033 -5.42
2026-05-01 13F Kraft, Davis & Associates, LLC 70,601 -4.85 25,002 -1.55
2026-05-11 13F Montis Financial, LLC 19,007 -5.61 6,098 -9.69
2026-04-23 13F Spinnaker Trust 4,030 -3.77 1,293 -7.98
2026-05-14 13F Potomac Fund Management Inc /adv 0 -100.00 0
2026-05-01 13F/A Lodestone Wealth Management LLC 10,605 -0.29 3,402 -4.57
2026-04-23 13F Orca Investment Management, LLC 7,762 -2.04 2,490 -6.25
2026-04-16 13F Telos Capital Management, Inc. 121,288 -2.47 38,910 -6.68
2026-04-30 13F Legacy Financial Advisors, Inc. 17,798 -1.14 5,710 -5.42
2026-04-22 13F Churchill Financial Advisors, LLC 4,315 -0.87 1,384 -5.14
2026-04-30 13F ATX Financial Planning, LLC 6,394 -2.55 2,051 -6.73
2026-04-20 13F Penobscot Wealth Management 1,855 -9.25 595 -13.28
2026-05-07 13F Sage Financial Group Inc 9,191 -0.30 2,948 -4.60
2026-04-22 13F Bay Capital Advisors, LLC 1,449 -50.02 465 -52.21
2026-04-21 13F AEGON USA Investment Management, LLC 280,031 -1.53 89,837 -5.77
2026-05-07 13F JMG Financial Group, Ltd. 150,404 -0.16 48,251 -4.46
2026-04-13 13F Cyndeo Wealth Partners, LLC 33,190 -0.33 10,648 -4.63
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 4,493 -0.47 1,441 -4.76
2026-05-11 13F Financial Symmetry Inc 9,764 -0.07 3,458 5.59
2026-05-12 13F Bbr Partners, Llc 69,972 -34.43 22,448 -37.26
2026-05-15 13F Advisor Group Holdings, Inc. 2,623,638 -0.37 841,914 -4.67
2026-04-27 13F FF Advisors,LLC 10,566 -0.87 3,696 3.41
2026-05-06 13F Tandem Wealth Advisors LLC 10,026 -20.33 3,216 -23.77
2026-05-14 13F Morningstar Investment Management LLC 165,190 -22.56 52,995 74,539.44
2026-04-30 13F Hegarty Advisors, LLC 8,337 -0.24 2,674 -4.53
2026-05-19 13F McIlrath & Eck, LLC 24,663 -0.54 7,912 -4.82
2026-04-28 13F Seascape Capital Management 887 -2.63 0
2026-04-20 13F Longview Financial Advisors LLC 1,958 -3.97 628 -8.05
2026-04-20 13F LifeWealth Investments, LLC 2,716 -1.34 871 -5.53
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2,811 -7.75 902 -11.75
2026-04-30 13F Landaas & Co /wi /adv 335,642 -1.66 107,677 -5.91
2026-05-04 13F Hibernia Wealth Partners, LLC 1,652 -0.66 530 -5.03
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100.00 0
2026-04-24 13F Reality Financial Planning Services, LLC 69,565 -1.58 22,317 -5.82
2026-04-27 13F Meramec Financial Planners, LLC 1,469 -1.54 514 1.18
2026-01-20 13F Cromwell Holdings LLC 0 -100.00 0
2026-04-28 13F Compton Financial Group, LLC 1,112 -4.71 357 -8.95
2026-05-12 13F Resolute Capital, Llc 8,487 -0.12 2,723 -4.42
2026-05-04 13F Lutz Financial Services LLC 3,453 -1.71 1,108 -5.95
2026-04-13 13F Stockman Wealth Management, Inc. 3,424 -32.89 1,098 -35.79
2026-04-30 13F Verdence Capital Advisors LLC 8,387 -40.92 2,691 -43.48
2026-04-21 13F Columbus Macro, LLC 4,047 -4.71 1,298 -8.78
2026-04-08 13F Woodstock Corp 1,012 -7.07 325 -11.23
2026-04-29 13F Resonant Capital Advisors, LLC 25,615 -0.25 8,218 -4.54
2026-04-17 13F Richards, Merrill & Peterson, Inc. 700 -4.50 224 -8.57
2026-01-29 13F Comerica Bank 283,195 -2.09 94,947 0.03
2026-05-15 13F ROI Financial Advisors, LLC 789 -5.28 253 -9.32
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2,871 -1.48 1
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 3,819 -5.02 1,225 -9.12
2026-06-01 13F Foguth Wealth Management, LLC. 10,849 -16.28 4,042 -7.25
2026-05-19 13F Paragon Private Wealth Management, LLC 0 -100.00 0
2026-05-12 13F All Terrain Financial Advisors, LLC 2,701 -2.77 866 -6.98
2026-05-11 13F a16z Perennial Management, L.P. 44,959 -57.24 14,423 -73.67
2026-05-04 13F Principal Financial Group Inc 146,996 -0.07 47,158 -4.38
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 1,744 -3.81 559 -7.91
2026-05-15 13F TRUE Private Wealth Advisors 631 -7.34 203 -11.40
2026-05-07 13F Grandview Asset Management LLC 6,319 -8.35 2,027 -12.29
2026-05-08 13F Prime Capital Investment Advisors, LLC 1,083,783 -2.69 347,688 -6.89
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 93,285 -18.74 29,927 -22.25
2026-05-18 13F Wilson & Boucher Capital Management, LLC 52,828 -0.53 16,948 -4.82
2026-05-11 13F Integrity Alliance, Llc. 30,377 -3.90 9,746 -8.05
2026-04-08 13F Selby Wealth Management, LLC 17,029 -0.41 5,463 -4.69
2026-05-12 13F Ballast Advisors Llc 336 -3.45 0 -100.00
2026-05-14 13F Schroder Investment Management Group 453 -30.63 145 -33.49
2026-02-06 13F Global Retirement Partners, LLC 97,650 -4.68 32,739 -2.62
2026-05-13 13F Douglass Winthrop Advisors, LLC 898 -69.77 288 -71.08
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100.00 0
2026-01-30 13F Pure Portfolios Holdings Llc 21,359 -3.30 7,161 -1.20
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 3,213 -0.43 1,031 -4.72
2026-05-12 13F Voya Financial Advisors, Inc. 10,986 -3.43 3,440 -10.65
2026-04-20 13F Hixon Zuercher, LLC 0 -100.00 0
2026-05-06 13F Simon Quick Advisors, Llc 74,289 -0.58 23,833 -4.87
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-03-05 13F/A Banco Santander, S.A. 0 -100.00 0
2026-05-15 13F Blueprint Investment Partners LLC 13,007 -11.83 4,173 -15.65
2026-05-14 13F Investors Portfolio Services LLC 418 -0.71 134 -4.96
2026-05-07 13F Clark Financial Services Group Inc /bd 969 -19.78 311 -23.96
2026-04-24 13F Medallion Wealth Advisors, LLC 26,591 -0.38 8,531 -4.68
2026-04-22 13F Keenan, LLC 632 -0.16 203 -4.72
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8,086 -28.18 2,594 -31.27
2026-05-14 13F Lhm, Inc. 336,896 -0.28 108,080 -4.58
2026-04-27 13F Ethic Inc. 1,150 -15.75 369 -19.47
2026-04-23 13F Cornerstone Wealth Management, LLC 52,139 -3.56 16,727 -7.72
2026-04-13 13F Chesley Taft & Associates LLC 27,975 -2.17 8,975 -6.39
2026-05-15 13F Pin Oak Investment Advisors Inc 339 -57.57 0
2026-05-05 13F Gilbert & Cook, Inc. 11,575 -41.32 3,713 -43.85
2026-05-14 13F Atomi Financial Group, Inc. 76,942 -4.51 24,684 -8.63
2026-05-14 13F Cambria Investment Management, L.P. 14,111 -29.79 4,527 -32.83
2026-05-01 13F International Assets Investment Management, Llc 39,534 -4.71 12,779 -8.14
2026-05-14 13F Vident Advisory, LLC 4,474 -1.17 1,435 -5.41
2026-05-12 13F SVRN Asset Management, LLC 64,548 -18.95 20,708 -22.45
2026-04-27 13F Transcendent Capital Group LLC 1,942 -6.45 623 -10.49
2026-04-20 13F Pegasus Asset Management, Inc. 12,831 -3.16 4,116 -7.34
2026-04-28 13F Altfest L J & Co Inc 3,447 -8.95 1,106 -12.92
2026-05-07 13F Midland Wealth Advisors Llc 20,038 -1.33 6,428 -5.58
2026-05-14 13F Marble Wealth, LLC 6,456 -0.43 2,071 -4.69
2026-02-17 13F Capital Insight Partners, Llc 12,290 -0.88 4,120 1.28
2026-05-08 13F Coldstream Capital Management Inc 150,033 -3.12 48,132 -7.30
2026-05-15 13F Estate Counselors, LLC 3,477 -91.62 1,116 -91.98
2026-05-12 13F Ameritas Advisory Services, LLC 56,176 -5.93 18,022 -9.99
2026-05-15 13F Okabena Investment Services Inc 1,161 -7.93 372 -11.85
2026-04-15 13F City Holding Co 15,452 -0.78 4,957 -5.08
2026-04-20 13F Boston Standard Wealth Management, LLC 668,053 -0.25 215,995 -3.80
2026-04-30 13F Robinson Smith Wealth Advisors Llc 1,043 -1.51 335 -5.92
2026-05-11 13F Hansen & Associates Financial Group, Inc. 1,671 -62.60 541 -64.64
2026-04-21 13F Northern Lights Advisors, Inc. 18,516 -5.83 5,940 -9.89
2026-05-04 13F Headland Capital, LLC 832 -49.70 267 -51.99
2026-01-23 13F Norris Perne & French Llp/mi 0 -100.00 0
2026-05-13 13F Visionary Wealth Advisors 9,609 -0.30 3,083 -4.61
2026-04-13 13F Lake Street Financial Llc 12,301 -3.32 3,946 -7.50
2026-04-07 13F Alpha Omega Wealth Management LLC 8,243 -1.25 2,644 -5.50
2026-05-13 13F Franklin Resources Inc Put 0 -100.00 0 -100.00
2026-04-17 13F Guyasuta Investment Advisors Inc 17,844 -15.29 5,724 -18.95
2026-04-17 13F Union Savings Bank 2,723 -8.90 874 -12.87
2026-04-28 13F Townsend & Associates, Inc 0 -100.00 0
2026-05-13 13F Pitcairn Wealth Advisors LLC 28,563 -59.39 9,578 -59.38
2026-05-06 13F Greenwood Gearhart Inc 46,292 -38.51 14,851 -41.16
2026-04-09 13F Baron Financial Group, LLC 5,887 -1.21 1,889 -5.46
2026-05-06 13F Bessemer Group Inc 290,715 -2.47 93 -6.06
2026-05-15 13F Navis Wealth Advisors, LLC 844 -10.59 271 -14.56
2026-04-01 13F BancFirst Trust & Investment Management 10,363 -5.39 3,230 -12.73
2026-04-15 13F Norden Group Llc 1,469 -16.30 471 -19.90
2026-05-08 13F/A JPL Wealth Management, LLC 29,062 -1.34 9,323 -5.59
2026-04-23 13F Embree Financial Group 12,797 -1.58 4,105 -5.83
2026-04-22 13F Integrated Wealth Management 1,475 -19.22 473 -22.71
2026-05-11 13F Ashton Thomas Private Wealth, LLC 55,099 -18.20 17,676 -21.73
2026-05-11 13F Legacy Edge Advisors, LLC 5,820 -3.03 1,867 -7.21
2026-04-07 13F Boltwood Capital Management 2,984 -1.75 957 -5.99
2026-02-13 13F LGT Financial Advisors LLC 0 -100.00 0
2026-05-07 13F Greykasell Wealth Strategies, Inc. 1,397 -6.87 448 -10.93
2026-05-07 13F Harbor Advisory Corp /ma/ 2,135 -33.84 685 -36.73
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100.00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 3,683 -3.91 1,182 -8.09
2026-05-06 13F Quest 10 Wealth Builders, Inc. 3,936 -1.16 1,263 -5.40
2026-02-17 13F Optiver Holding B.V. 0 -100.00 0
2026-05-13 13F Davis R M Inc 49,865 -3.26 15,997 -7.44
2026-04-22 13F SC&H Financial Advisors, Inc. 13,081 -0.40 4,196 -4.68
2026-05-08 13F Truepoint, Inc. 1,178,270 -1.16 378,001 -5.42
2026-04-17 13F Summit Wealth Partners, LLC 3,311 -3.02 1,062 -7.17
2026-01-20 13F Maryland Capital Advisors Inc. 56,289 -0.73 18,872 1.42
2026-02-13 13F Nicolet Advisory Services, Llc 10,470 -2.92 3,591 1.01
2026-04-24 13F FRG Family Wealth Advisors LLC 133,812 -0.91 42,928 -5.18
2026-05-07 13F Element Pointe Advisors, Llc 1,025 -31.07 329 -34.14
2026-05-05 13F Nolet Wealth Management, LLC 2,343 -7.86 752 -11.85
2026-05-13 13F Alliance Wealth Advisors, LLC 5,645 -0.28 1,811 -4.59
2026-05-15 13F National Bank Of Canada /fi/ 73,064 -13.57 23,442 -17.28
2026-05-07 13F Virtue Capital Management, LLC 2,181 -14.54 680 -20.86
2026-04-24 13F Bull Street Advisors, LLC 1,399 -82.05 0 -100.00
2026-05-07 13F TCTC Holdings, LLC 0 -100.00 0
2026-05-07 13F Ckw Financial Group 0 -100.00 0
2026-04-21 13F Sequent Planning LLC 12,070 -4.49 3,872 -8.61
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 3,243 -2.93 1,040 -7.14
2026-04-08 13F Cambridge Financial Group, LLC 3,182 -6.99 1,021 -8.68
2026-04-30 13F Henson-Edgewater Management, LLC 8,284 -4.87 2,658 -8.98
2026-04-07 13F Eastern Bank 31,735 -4.12 10,181 -8.26
2026-04-21 13F Strategic Equity Management 3,419 -7.32 1,097 -11.33
2026-05-07 13F Sagespring Wealth Partners, Llc 20,173 -65.08 6,472 6.47
2026-04-16 13F Davis Capital Management 11,379 -0.48 3,651 -4.77
2026-04-14 13F Regent Peak Wealth Advisors LLC 244,405 -4.39 78,408 -8.51
2026-04-15 13F Wealthcare Capital Partners, LLC 68,686 -2.43 22,035 -6.64
2026-01-16 13F FNY Investment Advisers, LLC 0 -100.00 0
2026-05-11 13F Madden Advisory Services, Inc. 10,239 -0.26 3,285 -4.56
2026-05-15 13F Cape Investment Advisory, Inc. 2,929 -9.01 940 -12.97
2026-04-14 13F Xena Financial Planning, LLC 7,194 -6.77 2,308 -10.79
2026-05-11 13F CFO4Life Group, LLC 26,373 -0.33 8,461 -4.63
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 2,480 -6.06 796 -10.17
2026-05-01 13F Mutual Advisors, LLC 87,484 -2.40 28,066 -6.61
2026-04-07 13F Cooper Financial Group 923 -1.07 296 -5.13
2026-04-21 13F Buttonwood Financial Advisors Inc. 4,279 -7.94 1,373 -11.94
2026-05-11 13F Evermay Wealth Management Llc 30,791 -7.97 9,878 -11.94
2026-05-08 13F Indie Asset Partners, LLC 1,595 -4.95 512 -9.07
2026-04-20 13F Values Added Financial LLC 13,346 -0.90 4,281 -5.18
2026-05-15 13F Capstone Triton Financial Group, LLC 0 -100.00 0
2026-05-15 13F Ehrenkranz Partners L.P. 1,156 -11.35 371 -15.33
2026-04-28 13F Robertson Stephens Wealth Management, LLC 141,067 -16.30 45,256 -19.91
2026-04-15 13F Cypress Financial Planning Llc 2,020 -13.19 648 -17.68
2026-05-08 13F Walleye Trading LLC Call 7,700 -20.62 2,470 -24.05
2026-05-12 13F Holderness Investments Co 1,413 -5.36 453 -9.40
2026-04-23 13F Caliber Wealth Management, LLC / KS 79,782 -9.67 25,595 -13.57
2026-05-08 13F Walleye Trading LLC Put 100 -97.73 32 -97.83
2026-05-01 13F Kassira Wealth Management LLC 6,399 -4.83 2,053 -8.96
2026-05-07 13F Legacy Capital Wealth Management, Llc 1,733 -5.51 556 -9.61
2026-05-12 13F Red Reef Advisors Llc 93 -17.70 30 -21.62
2026-04-15 13F ARS Wealth Advisors Group, LLC 3,213 -21.77 1,031 -25.20
2026-04-22 13F My Personal CFO, LLC 108,406 -1.21 34,778 -5.47
2026-04-10 13F Green Ridge Wealth Planning LLC 1,286 -11.49 413 -15.40
2026-05-08 13F Darden Wealth Group Inc 3,843 -14.62 1,233 -18.29
2026-05-15 13F Transamerica Financial Advisors, Inc. 164 -75.11 53 -76.36
2026-04-21 13F Encompass Wealth Advisors, Llc 1,257 -27.88 403 -30.99
2026-04-22 13F Midwest Financial Group LLC 3,342 -1.18 1,072 -5.38
2026-04-14 13F Lockerman Financial Group, Inc. 665 -3.06 213 -6.99
2026-04-15 13F Johnson & White Wealth Management, LLC 1,678 -1.29 538 -5.61
2026-04-08 13F Castle Rock Wealth Management, LLC 1,131 -0.44 366 -4.44
2026-04-14 13F FC Advisory LLC 22,944 -0.78 7,361 -5.07
2026-05-12 13F Harfst & Associates, Inc. 28,797 -0.43 9,238 -4.72
2026-04-23 13F Blackston Financial Advisory Group, LLC 37,915 -1.51 12,164 -5.76
2026-04-23 13F Mad River Investors 8,800 -27.40 2,823 -30.54
2026-05-06 13F Main Street Group, LTD 7,421 -1.09 2,381 -5.37
2026-04-28 13F Tide Cove Capital Partners LLC 116,393 -18.84 40,943 -16.83
2026-04-24 13F Yousif Capital Management, Llc 47,455 -0.41 15,224 -4.65
2026-05-14 13F Dynasty Wealth Management, Llc 12,344 -28.55 3,960 -31.63
2026-05-14 13F Rhodes Investment Advisors Inc /adv 2,882 -45.99 925 -48.35
2026-04-13 13F Mather Group, Llc. 312,670 -1.00 100,308 -5.27
2026-01-15 13F Alpine Bank Wealth Management 0 -100.00 0
2026-04-14 13F BSW Wealth Partners 26,132 -1.49 8,383 -5.75
2026-05-14 13F Bare Financial Services, Inc 10,193 -4.09 3,270 -8.22
2026-05-21 13F Front Street Capital Management, Inc. 0 -100.00 0 -100.00
2026-05-06 13F Mechanics Financial Corp 100 -88.80 32 -89.30
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 9,068 -0.12 2,909 -4.43
2026-02-17 13F Novo Holdings A/S 0 -100.00 0
2026-05-08 13F Align Financial, LLC 19,466 -99.69 6,245 -0.43
2026-03-12 13F Nalls Sherbakoff Group, Llc 412 -11.97 138 25.45
2026-05-05 13F Clear Harbor Asset Management, LLC 91,492 -2.09 29,352 -6.32
2026-04-16 13F Westmount Partners, LLC 20,402 -3.33 6,545 -7.49
2026-05-13 13F Natixis Advisors, L.p. 86,488 -26.65 28 -30.77
2026-04-27 13F PAX Financial Group, LLC 2,484 -3.46 797 -7.66
2026-04-27 13F Mosley Wealth Management 14,130 -0.01 4,637 -1.11
2026-04-14 13F SNS Financial Group, LLC 27,331 -2.83 8,768 -7.02
2026-04-29 13F W Advisors, Llc 1,373 -0.87 440 -5.17
2026-04-16 13F Genesis Private Wealth, Llc 669 -2.19 215 -6.55
2026-04-27 13F Symmetry Partners, LLC 37,701 -10.20 12,095 -14.08
2026-01-28 13F Omega Financial Group, LLC Call 0 -100.00 0
2026-05-13 13F Drake & Associates, LLC 1,719 -15.53 552 -19.21
2026-01-28 13F Omega Financial Group, LLC 0 -100.00 0
2026-02-13 13F Barclays Plc 21,995 -48.83 7,374 -47.72
2026-05-06 13F Sound View Wealth Advisors Group, LLC 70,368 -7.29 22,575 -11.29
2026-05-05 13F Leo Wealth, LLC 13,440 -3.77 4,312 -7.92
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100.00 0
2026-04-24 13F Alexis Investment Partners, LLC 0 -100.00 0
2026-05-07 13F Lowe Brockenbrough & Co Inc 3,150 -1.84 1,011 -6.05
2026-04-22 13F Straight Path Wealth Management 957 -0.42 307 -4.66
2026-04-28 13F Halter Ferguson Financial Inc. 3,007 -2.40 965 -6.59
2026-05-01 13F AF Advisors, Inc. 4,997 -2.97 1,603 -7.13
2026-01-05 13F Trust Co of the South 0 -100.00 0
2026-05-06 13F Angeles Wealth Management, Llc 52,105 -7.46 16,716 -11.45
2026-04-23 13F OakTrust Wealth Advisors, LLC 4,249 -0.96 1,363 -5.22
2026-04-22 13F Madison Park Capital Advisors, LLC 0 -100.00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 10,979 -36.52 3,522 -39.25
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 0 -100.00 0
2026-05-13 13F Tandem Investment Partners LLC 12,151 -8.76 3,898 -12.68
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100.00 0
2026-04-27 13F Beacon Financial Advisory LLC 1,564 -1.88 502 -6.18
2026-04-20 13F Legal Advantage Investments, Inc. 14,049 -4.42 4,507 -8.54
2026-04-16 13F SG Americas Securities, LLC 0 -100.00 0
2026-04-17 13F High Net Worth Advisory Group LLC 15,559 -2.09 4,992 -6.31
2026-04-30 13F Beacon Financial Group 30,783 -0.80 9,875 -5.08
2026-04-27 13F Sound Income Strategies, LLC 4,968 -46.25 1,606 -49.19
2026-05-15 13F Jessup Wealth Management, Inc 0 -100.00 0
2026-04-27 13F Nvwm, Llc 9,697 -6.86 3,111 -10.89
2026-04-28 13F Belpointe Asset Management LLC 45,554 -6.59 14,615 -10.62
2026-04-07 13F Abacus Planning Group, Inc. 220,983 -0.68 70,893 -4.97
2026-04-21 13F Northeast Investment Management 5,528 -0.84 1,773 -5.14
2026-04-22 13F Muirfield Wealth Advisors Llc 6,324 -6.60 2,029 -10.66
2026-05-06 13F Diversified Portfolios, Inc. 457,854 -0.14 146,884 -4.44
2026-04-21 13F Poehling Capital Management, LLC 1,241 -73.86 398 -74.98
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100.00 0
2026-04-15 13F Trust Point Inc. 34,175 -0.48 10,964 -4.77
2026-05-04 13F Legacy Capital Group California, Inc. 2,122 -7.82 681 -11.80
2026-05-01 13F Natural Investments, Llc 1,440 -11.22 0
2026-05-12 13F Awm Capital, Llc 1,042 -2.89 334 -6.96
2026-04-15 13F Stordahl Capital Management, Inc. 4,571 -1.42 1,466 -5.66
2026-05-14 13F Lgl Partners, Llc 0 -100.00 0
2026-04-21 13F Nemes Rush Group LLC 13,743 -0.81 4,409 -5.10
2026-04-09 13F Mechanics Bank Trust Department 1,580 -8.46 507 -12.46
2026-04-30 13F Waterfront Wealth Inc. 1,283 -1.91 412 -8.05
2026-04-28 13F Journey Beyond Wealth, LLC 914 -12.12 293 -15.80
2026-05-01 13F R. W. Roge & Company, Inc. 17,539 -0.34 6 0.00
2026-04-23 13F Howard Bailey Securities, Llc 781 -79.48 251 -80.41
2026-04-23 13F Prosperity Advisers, LLC 52,638 -3.46 16,887 -7.63
2026-04-24 13F Financial Plan, Inc. 7,212 -2.91 2,314 -7.11
2026-01-26 13F Marion Wealth Management 0 -100.00 0
2026-05-04 13F CORDA Investment Management, LLC. 3,294 -0.18 1,057 -4.52
2026-05-11 13F Biltmore Family Office, LLC 14,435 -20.13 4,631 -23.58
2026-05-13 13F Argent Trust Co 45,926 -4.16 14,734 -8.29
2026-05-05 13F Signet Financial Management, Llc 25,847 -0.16 8,292 -4.46
2026-02-17 13F Perritt Capital Management Inc 0 -100.00 0
2026-04-23 13F Chicago Capital, LLC 37,671 -1.38 12,085 -5.63
2026-05-06 13F DecisionPoint Financial, LLC 12,433 -0.14 3,989 -4.46
2026-04-29 13F Sunrise Financial Services, LLC 4,353 -71.53 1,396 -72.77
2026-04-24 13F Sage Investment Counsel LLC 3,703 -0.03 1,188 -4.27
2026-05-13 13F J Hagan Capital, Inc. 4,087 -25.58 1,311 -28.79
2026-04-21 13F Pacific Park Financial, Inc. 88,005 -15.10 28,233 -18.77
2026-04-29 13F San Luis Wealth Advisors LLC 3,138 -0.66 1,007 -5.00
2026-04-24 13F KPP Advisory Services LLC 4,639 -20.25 1,488 -23.69
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 146,799 -0.55 47,095 -4.84
2026-05-11 13F Allianz Asset Management GmbH 6,800 -30.47 2,182 -33.47
2026-05-11 13F Partners in Financial Planning 35,101 -1.22 11,261 -5.48
2026-04-23 13F WMG Financial Advisors, LLC 5,761 -2.52 1,848 -6.71
2026-05-05 13F Sherry Group, Inc. 3,438 -1.15 1,103 -6.21
2026-05-11 13F Wealth Management Strategies, Inc. 7,970 -0.28 2,557 -4.59
2026-01-12 13F Divergent Planning, LLC 960 -3.23 323 -1.53
2026-04-22 13F Grove Street Fiduciary, LLC 29,337 -3.63 9,412 -7.79
2026-04-22 13F Hoese & Co LLP 11,729 -0.29 3,763 -4.59
2026-04-28 13F Life Planning Partners, Inc 23,605 -0.65 7,573 -4.93
2026-04-22 13F Aegis Wealth Management LLC 12,681 -2.50 4,068 -6.70
2026-02-13 13F Uniting Wealth Partners, LLC 0 -100.00 0
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 11,250 -8.34 3,609 -12.30
2026-05-04 13F Mml Investors Services, Llc 455,873 -4.99 146,249 -9.09
2026-05-05 13F Frisch Financial Group, Inc. 4,378 -0.70 1,405 -5.01
2026-04-30 13F Forza Wealth Management, LLC 12,777 -1.27 4,099 -5.55
2026-05-06 13F Pekin Hardy Strauss, Inc. 885 -12.89 284 -16.76
2026-04-20 13F Segment Wealth Management, LLC 320,507 -0.64 102,822 -4.93
2026-04-13 13F Bourgeon Capital Management Llc 2,502 -17.45 803 -21.06
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 1,346 -0.15 432 -4.65
2026-05-12 13F Atlantic Union Bankshares Corp 19,272 -2.04 6,183 -6.26
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6,252 -2.34 2,006 -6.57
2026-05-13 13F May Barnhard Investments LLC 8,958 -0.67 2,874 -4.96
2026-05-07 13F Hanover Advisors Inc 184,267 -1.19 59,115 -5.45
2026-04-13 13F Affinity Capital Advisors, LLC 845 -2.54 271 -6.55
2026-04-07 13F Holland Advisory Services, Inc. 7,686 -0.35 2,466 -4.64
2026-04-17 13F Watershed Private Wealth Llc 7,623 -0.64 2,446 -4.94
2026-05-04 13F Wsfs Capital Management, Llc 15,969 -2.15 5,123 -6.36
2026-04-15 13F Silverlake Wealth Management Llc 8,655 -1.46 2,776 -5.71
2026-04-14 13F Baldwin Brothers Inc/ma 1,440 -27.35 462 -30.57
2026-05-15 13F Fwl Investment Management, Llc 120 -64.50 38 -66.37
2026-05-14 13F Bright Financial Advisors, Inc. 14,724 -2.13 4,724 -6.36
2026-05-13 13F Acumen Wealth Advisors, LLC 181 -11.27 58 -14.71
2026-04-21 13F Verity Asset Management, Inc. 987 -79.38 317 -80.30
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 0 -100.00 0
2026-04-27 13F BIP Wealth, LLC 334,403 -2.81 107,280 -7.00
2026-05-01 13F New Republic Capital, LLC 9,945 -2.67 3,190 -6.86
2026-05-14 13F Rubicon Advisors, GP 766 -87.82 246 -88.38
2026-05-14 13F Integrity Financial Corp /WA 929 -25.32 298 -28.54
2026-02-17 13F Brooks, Moore & Associates, Inc. 0 -100.00 0
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 3,320 -0.72 1,065 -5.08
2026-04-10 13F Ballew Advisors, Inc 0 -100.00 0
2026-05-01 13F Richardson Financial Services Inc. 2,116 -1.95 679 9.00
2026-05-15 13F Susquehanna International Group, Llp Call 725,700 -24.25 232,812 -27.52
2026-05-11 13F Camden Capital, LLC 34,618 -3.44 11,106 -7.61
2026-04-29 13F BEAM Asset Management, LLC 10,414 -5.95 3,341 -10.02
2026-05-12 13F PCM Encore, LLC 4,694 -24.40 1,506 -27.68
2026-04-23 13F Next Level Private LLC 4,983 -10.60 1,599 -14.45
2026-05-11 13F L & S Advisors Inc 18,885 -19.06 6,058 -22.55
2026-02-03 13F K.J. Harrison & Partners Inc 0 -100.00 0 -100.00
2026-05-11 13F Rebalance, Llc 740,556 -0.78 237,578 -5.06
2026-05-15 13F Vista Investment Management 4,673 -0.45 1,499 -4.70
2026-04-21 13F Urban Wealth Management, LLC 1,507 -64.28 484 -65.84
2026-04-17 13F Wealthbridge Capital Management, Llc 14,766 -1.33 4,737 -5.60
2026-05-08 13F AAFCPAs Wealth Management, LLC 1,207 -3.59 387 -7.64
2026-04-15 13F Hengehold Capital Management Llc 3,660 -4.34 1,174 -8.42
2026-05-07 13F One Charles Private Wealth Services, LLC 5,116 -9.55 1,641 -13.45
2026-05-01 13F Wingate Wealth Advisors, Inc. 5,517 -0.20 1,770 -4.53
2026-05-08 13F Payne Capital Management, LLC 1,740 -0.29 558 -4.62
2026-04-13 13F Gateway Investment Advisers Llc 6,323 -6.01 2,029 -10.07
2026-05-06 13F Storgate, LLC 867 -66.67 278 -68.12
2026-04-13 13F Newman Dignan & Sheerar, Inc. 1,290 -4.66 414 -8.83
2026-04-24 13F National Asset Management, Inc. 24,651 -13.30 7,683 -19.41
2026-05-01 13F Towercrest Capital Management 1,673 -3.74 537 -7.90
2026-05-14 13F Pacific Financial Group Inc 4,644 -0.60 1,490 -4.92
2026-04-20 13F Barton Investment Management 10,617 -1.26 3,406 -5.49
2026-04-28 13F Hobbs Wealth Management, LLC 0 -100.00 0
2026-05-08 13F Glassy Mountain Advisors, Inc. 250 -50.98 80 -52.94
2026-05-13 13F GeoWealth Management, LLC 337,380 -1.54 108,235 -5.79
2026-05-13 13F Garden State Investment Advisory Services LLC 2,173 -20.78 698 -24.24
2026-05-08 13F MPS Loria Financial Planners, LLC 683 -1.44 219 -5.60
2026-05-15 13F Plan A Wealth LLC 1,856 -1.49 595 -5.71
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 1,545 -26.25 496 -29.49
2026-05-13 13F Monograph Wealth Advisors, Llc 40,860 -1.20 13,108 -5.47
2026-04-14 13F Nova Wealth Management, Inc. 3 -81.25 1 -100.00
2026-05-05 13F Frazier Financial Advisors, LLC 37,474 -0.85 12,022 -5.13
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-05-07 13F Ofc Financial Planning, Llc 2,314 -0.13 742 -4.38
2026-04-28 13F SeaBridge Investment Advisors LLC 8,002 -0.27 2,567 -4.57
2026-04-21 13F Everpar Advisors Llc 4,678 -0.28 1,501 -4.58
2026-05-14 13F Aspen Grove Capital, LLC 70,419 -6.01 22,595 -10.06
2026-02-17 13F Aureus Asset Management, LLC 0 -100.00 0
2026-04-24 13F Washington Capital Management Inc 86,461 -0.39 27,738 -4.68
2026-05-05 13F Helium Advisors LLC 774 -5.03 248 -9.16
2026-05-20 13F Cadia Private Client LLC 2,338 -3.19 750 -7.29
2026-05-14 13F Herold Advisors, Inc. 1,481 -3.27 475 -7.60
2026-04-17 13F Novare Capital Management Llc 1,599 -20.45 513 -23.92
2026-04-10 13F Charles Schwab Trust Co 2,675 -52.67 858 -54.72
2026-04-27 13F Ryan Investment Management, Inc. 1,232 -42.43 395 -44.91
2026-01-13 13F Waller Financial Planning Group, Inc 0 -100.00 0
2026-05-15 13F Hamilton Capital, LLC 1,134 -23.69 364 -27.11
2026-05-01 13F Global Assets Advisory, LLC 2,827 -68.38 374 -87.52
2026-05-14 13F Novak & Powell Financial Services, Inc. 10,829 -0.52 3,474 -4.80
2026-05-08 13F Curtis Advisory Group, LLC 6,837 -4.20 2,193 -8.32
2026-04-24 13F Black Swift Group, LLC 700 -16.86 225 -20.57
2026-05-06 13F LPL Financial LLC 10,325,305 -26.67 3,312,461 -29.83
2026-05-15 13F Royal Bank Of Canada 2,922,098 -4.35 937,439 -8.48
2026-04-14 13F Patriot Investment Management Inc. 1,466,525 -0.18 470,476 -4.48
2026-05-08 13F Woodley Farra Manion Portfolio Management Inc 1,389 -0.14 446 -4.51
2026-04-20 13F Peirce Capital Management, LLC 11,192 -2.59 3,591 -6.80
2026-04-10 13F Financial Partners Group, Inc 1,595 -9.12 512 -14.41
2026-05-11 13F Fairscale Capital, LLC 3,608 -1.66 1,158 -5.93
2026-04-29 13F Burney Co/ 4,885 -26.77 1,567 -29.92
2026-05-05 13F Good Harbor Advisors, Inc. 7,719 -2.17 2,477 -6.39
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-04-20 13F Williams & Novak, LLC 1,128 -46.92 365 -48.88
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