MX:DVY / iShares Trust - iShares Select Dividend ETF - Propriedade Institucional - Vendedores

iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
Propriedade Institucional e de Fundos - Vendedores

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

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-05-15 13F MAI Capital Management 81,582 -3.37 12,352 3.67
2026-05-12 13F Rathbone Brothers plc 40,358 -1.44 6,111 5.73
2026-04-07 13F First Citizens Financial Corp 5,908 -0.10 895 7.19
2026-01-30 13F Simplicity Wealth,LLC 0 -100.00 0
2026-05-13 13F/A Jpmorgan Chase & Co 1,536,717 -6.67 230,554 -0.79
2026-04-22 13F Vicus Capital 1,514 -20.27 229 -14.55
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100.00 0
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-04-29 13F IAG Wealth Partners, LLC 0 -100.00 0
2026-04-27 13F JB Capital LLC 2,423 -5.43 367 1.39
2026-04-07 13F Heartwood Wealth Advisors LLC 4,377 -0.59 663 6.60
2026-05-15 13F Mercer Global Advisors Inc /adv 150,983 -15.88 22,860 -7.31
2026-05-07 13F Bearing Point Capital, Llc 2,835 -38.17 429 -33.69
2026-04-29 13F Connable Office Inc 1,406 -69.14 213 -67.03
2026-04-13 13F Creative Financial Designs Inc /adv 558 -15.07 84 -8.70
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 13,425 -0.20 2,033 7.06
2026-05-13 13F Visionary Wealth Advisors 1,602 -1.48 243 5.68
2026-04-30 13F Hsbc Holdings Plc 13,745 -9.76 2,081 -3.16
2026-04-23 13F SageGuard Financial Group, LLC 5,081 -7.23 769 -0.52
2026-04-20 13F Friedenthal Financial 259 -53.50 39 -50.00
2026-04-17 13F/A Founders Financial Securities Llc 9,917 -41.39 1,522 -36.31
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,978 -8.04 299 -1.32
2026-04-14 13F Global Trust Wealth Management LLC 2,302 -36.51 349 -31.90
2026-01-23 13F Rede Wealth, LLC 0 -100.00 0
2026-04-27 13F Charter Capital Management, LLC\DE 3,408 -12.01 516 -5.49
2026-05-13 13F/A Quadrant Capital Group Llc 815 -32.37 123 -27.65
2026-04-21 13F Capital Investment Counsel, Inc 800 -22.63 121 -16.55
2026-04-29 13F WealthPLAN Partners, LLC 5,097 -0.59 772 6.64
2026-04-13 13F Moody Lynn & Lieberson, Llc 3,335 -1.48 505 5.66
2026-05-08 13F Banco de Sabadell, S.A 18,560 -24.94 3 -33.33
2026-05-13 13F Mariner, LLC 395,961 -1.45 59,948 5.71
2026-05-14 13F Us Bancorp \de\ 1,103,131 -0.75 167,025 6.47
2026-04-20 13F Eagle Strategies LLC 12,741 -6.32 1,929 0.52
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-21 13F One Wealth Advisors, LLC 27,372 -0.10 4,144 7.16
2026-05-15 13F Bank Of America Corp /de/ 8,065,913 -1.28 1,221,260 5.91
2026-04-15 13F Founders Grove Wealth Partners, Llc 1,562 -0.89 237 6.31
2026-05-15 13F Tradition Wealth Management, LLC 28,752 -1.97 4,353 5.17
2026-01-30 13F Kiker Wealth Management, LLC 0 -100.00 0
2026-04-28 13F Tempus Wealth Planning, LLC 13,062 -0.49 1,978 6.75
2026-04-24 13F Keybank National Association/oh 31,287 -0.49 4,737 6.76
2026-05-07 13F MONECO Advisors, LLC 0 -100.00 0
2026-05-14 13F Atomi Financial Group, Inc. 7,297 -0.88 1,105 6.26
2026-05-13 13F BlackRock, Inc. 28,683 -34.11 4,343 -29.32
2026-05-28 13F Henshaw Capital LLC 0 -100.00 0 -100.00
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 13,081 -0.01 1,981 7.26
2026-06-01 13F Caerus Investment Advisors, LLC 16,920 -2.03 2,562 5.09
2026-05-13 13F Philadelphia Trust Co 2,033 -12.86 0
2026-04-06 13F WASHINGTON TRUST Co 13,969 -3.18 2,115 3.88
2026-04-29 13F Sageworth Trust Co 6,485 -0.86 982 6.28
2026-05-11 13F WFA of San Diego, LLC 1,480 -51.65 224 -48.15
2026-04-30 13F Sequoia Financial Advisors, LLC 55,816 -2.79 8,451 4.28
2026-05-08 13F Glenview Trust Co 46,932 -0.06 7,106 7.20
2026-04-09 13F Park Place Capital Corp 6,422 -6.21 972 0.62
2026-04-29 13F Sigma Investment Counselors Inc 1,845 -9.78 279 -3.12
2026-05-14 13F Stonebridge Capital Advisors LLC 7,585 -28.77 1,148 -23.57
2026-04-07 13F Blueline Advisors Llc 799 -3.50 121 3.45
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 163,287 -23.03 23,595 -23.36
2026-05-05 13F D.a. Davidson & Co. 30,911 -2.75 4,680 4.32
2026-04-21 13F Creative Capital Management Investments LLC 200 -55.75 30 -52.38
2026-04-01 13F Bangor Savings Bank 3,359 -0.86 509 6.28
2026-05-08 13F Pnc Financial Services Group, Inc. 3,506,722 -1.33 530,953 5.85
2026-05-19 13F Western Wealth Management, LLC 21,389 -1.69 3,238 5.47
2026-05-01 13F Mutual Advisors, LLC 55,941 -7.72 8,470 -1.01
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100.00 0
2026-05-12 13F Bank of Jackson Hole Trust 3,675 -14.04 556 -7.79
2026-05-01 13F Rakuten Securities, Inc. 24 -31.43 4 -25.00
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6,115 -1.86 926 5.23
2026-04-30 13F First Horizon Corp 11,600 -16.12 1,756 -9.99
2026-05-15 13F CI Private Wealth, LLC 95,057 -30.18 14,358 -25.29
2026-04-15 13F Wolff Financial Management Llc 8,880 -0.18 1,344 7.09
2026-05-14 13F Baird Financial Group, Inc. 242,901 -5.27 36,778 1.62
2026-05-01 13F Slagle Financial, LLC 0 -100.00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 63,420 -2.66 9,602 4.43
2026-04-24 13F KC Investment Advisors, LLC 0 -100.00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 58,781 -7.66 8,900 -0.93
2026-05-08 13F Highview Capital Management LLC/DE/ 1,925 -18.02 291 -12.08
2026-04-28 13F Integrated Advisors Network LLC 10,390 -67.75 1,573 -65.41
2026-05-07 13F Meeder Advisory Services, Inc. 0 -100.00 0
2026-05-15 13F Strive Financial Group ,LLC 251 -14.33 38 -7.32
2026-04-29 13F WPG Advisers, LLC 6 -45.45 1 -100.00
2026-05-07 13F Commonwealth Financial Services, LLC 2,515 -0.24 381 7.04
2026-05-05 13F CapWealth Advisors, LLC 4,895 -3.74 741 3.35
2026-05-14 13F Chancellor Financial Group WB LP 0 -100.00 0
2026-04-29 13F Invested Advisors 4,814 -0.23 729 6.90
2026-05-05 13F Gallagher Capital Advisors, LLC 0 -100.00 0
2026-04-06 13F Baring Financial LLC 3,249 -4.19 492 2.72
2026-04-27 13F Osborne Partners Capital Management, Llc 12,564 -2.71 1,902 4.39
2026-05-05 13F Cullen/frost Bankers, Inc. 109,595 -9.15 16,594 -2.55
2026-04-16 13F Montecito Bank & Trust 5,572 -0.18 844 7.12
2026-04-30 13F Csenge Advisory Group 18,704 -0.12 2,832 7.19
2026-04-23 13F Dupree Financial Group, LLC 5,591 -2.83 847 4.19
2026-04-27 13F Hunter Associates Investment Management Llc 2,578 -7.30 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100.00 0
2026-05-13 13F Capital Group Private Client Services, Inc. 6,189 -4.30 937 2.74
2026-04-27 13F Td Private Client Wealth Llc 62,064 -2.75 9,397 4.33
2026-04-14 13F Precedent Wealth Partners, Llc 10,321 -8.86 1,563 -2.25
2026-05-13 13F Fox Hill Wealth Management 10,611 -0.14 1,607 7.14
2026-04-07 13F Eastern Bank 8,630 -2.03 1,307 5.07
2026-04-13 13F Gridiron Partners, LLC 0 -100.00 0
2026-04-27 13F Fairfield Financial Advisors, LTD 2,142 -10.49 324 -3.86
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 1,375 -93.70 208 -93.25
2026-05-06 13F Crescent Grove Advisors, LLC 19,892 -1.83 3,012 5.32
2026-01-23 13F First PREMIER Bank 0 -100.00 0
2026-04-09 13F Secure Asset Management, LLC 3,245 -3.97 491 3.15
2026-05-15 13F MidFirst Bank 23,664 -2.60 3,583 4.46
2026-05-15 13F NCM Capital Management, LLC 12,264 -3.84 1,857 3.11
2026-02-11 13F First Command Advisory Services, Inc. 0 -100.00 0
2026-03-12 13F Farmers National Bank 10,283 -1.28 1,451 -1.96
2026-04-22 13F Motco 1,711 -37.80 259 -33.25
2026-04-16 13F Flywheel Private Wealth LLC 5,144 -2.83 779 4.15
2026-05-14 13F Mission Creek Capital Partners, Inc. 10,668 -1.42 1,615 5.76
2026-05-12 13F Omega Financial Group, LLC 31,542 -5.48 4,776 1.38
2026-01-30 13F BancorpSouth Bank 7,678 -0.93 1,084 -1.63
2026-05-15 13F/A EverSource Wealth Advisors, LLC 418 -3.24 63 5.00
2026-04-17 13F Boston Private Wealth Llc 10,872 -7.25 1,646 -0.48
2026-04-17 13F Charter Trust Co 8,201 -0.07 1,242 7.17
2026-04-10 13F Capital Advantage, Inc. 6,157 -1.12 932 6.15
2026-05-04 13F Mml Investors Services, Llc 89,086 -6.14 13,489 0.69
2026-04-17 13F Krilogy Financial LLC 5,906 -0.29 903 2.27
2026-04-10 13F Northside Capital Management, LLC 653,948 -0.01 99,014 7.27
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-04-21 13F Paradigm Financial Partners, Llc 3,545 -22.80 537 -17.28
2026-04-20 13F Fonville Wealth Management LLC 4,362 -2.68 660 4.43
2026-05-01 13F CMG Global Holdings, LLC 22,968 -0.17 3,478 -2.08
2026-05-06 13F M. Kulyk & Associates, LLC 3,228 -3.87 489 3.17
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-05-07 13F Principle Wealth Partners Llc 42,468 -1.04 6,430 6.16
2026-05-14 13F Diversified Enterprises, LLC 1,378 -26.58 209 -21.21
2026-04-07 13F CoreCap Advisors, LLC 4,981 -33.96 754 -29.14
2026-04-27 13F Syntegra Private Wealth Group, LLC 11,223 -3.43 1,699 3.60
2026-04-27 13F Altus Wealth Group LLC 1,807 -6.42 274 0.37
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100.00 0
2026-05-07 13F Grandfield & Dodd, Llc 1,399 -26.33 212 -21.27
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-05-08 13F Darden Wealth Group Inc 13,945 -0.71 2,112 6.51
2026-02-17 13F North Capital, Inc. 0 -100.00 0
2026-05-01 13F Ring Mountain Capital, LLC 1,519 -0.91 0
2026-05-14 13F Vident Advisory, LLC 0 -100.00 0
2026-01-30 13F Arlington Trust Co LLC 0 -100.00 0
2026-05-14 13F O'ROURKE & COMPANY, Inc 8,012 -3.33 1,213 3.76
2026-02-11 13F Vise Technologies, Inc. 0 -100.00 0
2026-04-17 13F Union Savings Bank 11,487 -5.67 1,739 1.22
2026-05-15 13F Smartleaf Asset Management LLC 272 -28.61 41 -25.93
2026-05-18 13F Arkadios Wealth Advisors 15,105 -1.58 2,287 5.59
2026-04-24 13F National Asset Management, Inc. 5,284 -28.03 793 -23.55
2026-05-15 13F Resources Management Corp /ct/ /adv 0 -100.00 0
2026-04-28 13F Belpointe Asset Management LLC 9,645 -0.62 1,460 6.65
2026-05-11 13F Chilton Capital Management Llc 2,191 -43.72 332 -39.71
2026-04-24 13F Balentine LLC 35,485 -5.62 5,373 1.24
2026-04-27 13F Lodestar Private Asset Management Llc 5,014 -0.46 759 6.90
2026-05-15 13F Susquehanna International Group, Llp Put 59,300 -0.84 8,979 6.37
2026-04-23 13F Pathway Financial Advisers, LLC 7,093 -0.49 1,074 6.66
2026-05-15 13F Susquehanna International Group, Llp 17,920 -91.60 2,713 -90.99
2026-05-14 13F StoneX Group Inc. 0 -100.00 0
2026-05-06 13F Assetmark, Inc 220,488 -1.17 33,384 6.02
2026-05-11 13F Wealth Dimensions Group, Ltd. 6,221 -1.75 942 5.38
2026-04-21 13F Sandro Wealth Management LLC 2,334 -27.20 353 -21.90
2026-05-14 13F Neuberger Berman Group LLC 6,903 -2.27 1,045 4.92
2026-01-12 13F Foster Group, Inc. 0 -100.00 0
2026-04-23 13F waypoint wealth counsel 9,550 -4.15 1,446 2.77
2026-04-14 13F Shrier Wealth Management, Llc 4,518 -2.17 684 5.07
2026-05-14 13F Cwm, Llc 52,313 -3.57 7,921 113,042.86
2026-04-10 13F Armstrong Advisory Group, Inc 766 -18.07 116 -12.21
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11,400 -33.72 1,726 -28.88
2026-05-14 13F Gwn Securities Inc. 1,918 -2.04 290 5.07
2026-05-13 13F Prosperity Financial Group, Inc. 1,672 -1.47 253 5.86
2026-04-16 13F Ironwood Financial, llc 34,081 -2.66 5,160 1.44
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-05-11 13F Options Solutions, Llc 1,900 -3.06 288 3.99
2026-05-05 13F UBS Group AG 1,163,600 -2.21 176,181 4.91
2026-05-06 13F ProVise Management Group, LLC 2,928 -6.84 443 0.00
2026-05-13 13F Buckingham Strategic Partners 16,487 -12.79 2,496 -6.45
2026-04-09 13F Wedmont Private Capital 2,606 -17.40 399 -11.33
2026-05-15 13F Royal Bank Of Canada 2,746,436 -10.65 415,836 -4.15
2026-04-24 13F Root Financial Partners, LLC 1 -98.92 0 -100.00
2026-05-11 13F Federated Hermes, Inc. 0 -100.00 0
2026-04-30 13F Selective Wealth Management, Inc. 4,323 -3.35 661 0.00
2026-05-15 13F Toronto Dominion Bank 0 -100.00 0
2026-04-30 13F Stronghold Wealth Management L.L.C. 6,769 -2.74 1,025 4.28
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 0 -100.00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 34,582 -0.23 5,236 7.03
2026-05-12 13F Cascade Financial Partners, LLC 14,670 -3.38 2,221 3.69
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100.00 0
2026-04-27 13F Pensionmark Financial Group, Llc 20,320 -6.15 3,077 0.69
2026-04-17 13F Vermillion Wealth Management, Inc. 245 -2.00 37 5.71
2026-02-17 13F High Falls Advisors, Inc 6,128 -34.78 865 -35.28
2026-04-20 13F Miller Howard Investments Inc /ny 184,182 -63.58 27,887 -60.93
2026-05-07 13F Continuum Wealth Advisors, Llc 2,731 -2.50 414 4.56
2026-04-08 13F Northstar Advisory Group, LLC 1,537 -0.45 233 6.91
2026-04-09 13F Victrix Investment Advisors 1,820 -14.15 276 -8.03
2026-05-05 13F Journey Advisory Group, LLC 6,443 -33.53 976 -28.73
2026-04-24 13F Ledyard National Bank 4,260 -1.16 645 6.09
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-05-14 13F SlateStone Wealth, LLC 2,617 -12.97 0
2026-04-27 13F Thrive Capital Management, LLC 3,163 -2.56 479 4.37
2026-04-10 13F Integris Wealth Management, LLC 3,997 -0.97 605 6.33
2026-05-11 13F Salomon & Ludwin, LLC 1,354 -4.65 205 0.99
2026-05-05 13F Beaumont Financial Advisors, LLC 56,527 -0.27 8,559 6.99
2026-05-15 13F Brown Advisory Inc 28,112 -5.67 4,256 1.19
2026-04-28 13F Dumont & Blake Investment Advisors Llc 61,686 -1.24 9,340 116,637.50
2026-04-28 13F Busey Wealth Management 2,692 -5.48 408 1.50
2026-05-05 13F Prosperity Consulting Group, LLC 9,235 -0.27 1,398 7.04
2026-04-17 13F Essex Savings Bank 2,854 -2.46 432 4.85
2026-05-14 13F Venture Visionary Partners LLC 10,367 -3.11 1,570 -1.20
2026-04-30 13F Independence Bank of Kentucky 15,570 -13.36 2,357 -7.06
2026-05-13 13F First Citizens Bank & Trust Co 14,984 -36.56 2,269 -31.95
2026-04-30 13F Yukon Wealth Management, Inc. 128,315 -2.01 19,428 -3.87
2026-05-01 13F Advisors Capital Management, LLC 1,900 -2.11 288 5.13
2026-05-05 13F HighTower Advisors, LLC 331,481 -0.02 50,189 7.25
2026-02-17 13F Glenmede Trust Co Na 240,055 -3.58 33,881 1.34
2026-02-17 13F Logan Stone Capital, LLC 0 -100.00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 4,974 -5.17 753 1.76
2026-05-12 13F IFG Advisory, LLC 1,647 -96.26 249 -96.00
2026-01-26 13F Northwest Financial Advisors 0 -100.00 0
2026-04-21 13F Venturi Wealth Management, LLC 4,343 -22.17 658 -16.52
2026-04-15 13F City Holding Co 17,681 -8.53 2,677 -1.87
2026-05-11 13F Portland Global Advisors LLC 4,600 -3.16 696 3.88
2026-04-13 13F GoalVest Advisory LLC 5,151 -55.29 780 -52.06
2026-04-22 13F TBH Global Asset Management, LLC 0 -100.00 0
2026-05-01 13F Associated Banc-corp 7,390 -5.13 1,119 1.73
2026-04-28 13F Robertson Stephens Wealth Management, LLC 10,498 -8.75 1,589 -2.09
2026-05-01 13F Bensler, LLC 14,549 -5.01 2,203 1.90
2026-05-12 13F Tiaa Trust, National Association 2,450 -80.53 371 -79.15
2026-05-04 13F Flaharty Asset Management, LLC 15,384 -6.37 2,329 0.47
2026-01-15 13F Westmount Partners, LLC 0 -100.00 0 -100.00
2026-05-08 13F Weinberger Asset Management, Inc 12,146 -20.73 1,839 -14.99
2026-05-15 13F Cullen Capital Management, LLC 0 -100.00 0
2026-04-15 13F Sage Capital Management, LLC 3,354 -1.44 508 5.83
2026-04-16 13F Asset Advisors Investment Management, LLC 61,797 -1.66 9,357 5.49
2026-05-12 13F Ellis Investment Partners, LLC 189,696 -0.46 28,722 6.78
2026-04-14 13F Juncture Wealth Strategies, Llc 4,692 -2.92 710 4.11
2026-04-08 13F Mma Asset Management Llc 0 -100.00 0
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 8,434 -3.05 1,277 3.99
2026-05-08 13F Fortis Group Advisors, LLC 6,122 -4.25 952 -1.14
2026-04-14 13F Arvest Investments, Inc. 1 -99.72 0 -100.00
2026-04-21 13F Wesbanco Bank Inc 18,191 -1.61 2,754 5.56
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100.00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100.00 0
2026-05-15 13F Security National Bank Of So Dak 7,080 -0.70 1,072 6.46
2026-05-11 13F HBK Sorce Advisory LLC 21,080 -0.31 3,210 -2.31
2026-05-15 13F/A Tudor Financial Inc. 2,531 -3.43 383 3.79
2026-05-11 13F Haverford Trust Co 18,163 -4.71 2,750 2.23
2026-05-05 13F Legacy Advisors, LLC 1,599 -16.89 242 -10.70
2026-04-14 13F Southland Equity Partners LLC 1,799 -33.81 272 -28.98
2026-05-04 13F Schnieders Capital Management, Llc. 3,551 -4.05 538 2.87
2026-05-06 13F Gryphon Financial Partners LLC 11,594 -19.36 1,755 -13.50
2026-05-06 13F Dunhill Financial, LLC 1,429 -0.07 216 7.46
2026-04-21 13F Old National Bancorp /in/ 69,172 -20.64 10,473 -14.87
2026-04-30 13F BRYN MAWR TRUST Co 6,843 -5.52 1,036 1.37
2026-04-03 13F Investors Research Corp 4,296 -0.88 650 6.38
2026-05-12 13F Daybright Advisory Services, Inc. 39,372 -0.40 5,961 6.85
2026-01-29 13F Comerica Bank 427,919 -1.24 60,396 -1.91
2026-05-13 13F Keystone Wealth Services, LLC 4,420 -3.24 669 3.88
2026-05-04 13F Archer Investment Corp 7,755 -1.08 1,174 6.15
2026-04-09 13F Shulman DeMeo Asset Management LLC 29,783 -0.82 4,509 6.39
2026-04-30 13F First National Bank & Trust Co Of Newtown 151,168 -11.28 22,888 -4.82
2026-05-01 13F Citizens Financial Group Inc/ri 38,986 -18.64 5,903 -12.72
2026-05-04 13F Inlight Wealth Management, LLC 0 -100.00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 14,154 -1.08 2,143 6.14
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2,713 -50.00 411 -47.90
2026-04-30 13F Hyposwiss Advisors SA 4,075 -12.83 617 -6.53
2026-04-13 13F Accelerate Investment Advisors LLC 2,007 -2.90 304 4.12
2026-02-03 13F Channel Wealth Llc 0 -100.00 0
2026-05-08 13F Dale Q Rice Investment Management Ltd 6,257 -0.43 947 6.88
2026-05-11 13F Capital Square, LLC 0 -100.00 0
2026-04-10 13F TCP Asset Management, LLC 5,194 -1.16 786 6.07
2026-05-15 13F Charles Schwab Investment Management Inc 15,343 -93.92 2,397 -93.27
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 358 -10.05 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-01-22 13F Greenberg Financial Group 64,112 -1.03 9,049 -7.75
2026-04-23 13F Forum Financial Management, LP 0 -100.00 0
2026-05-04 13F Nwam Llc 12,602 -1.85 1,908 1.01
2026-04-24 13F KPP Advisory Services LLC 2,533 -1.94 384 5.22
2026-05-04 13F Purkiss Capital Advisors LLC 3,547 -8.37 537 -1.65
2026-05-08 13F Bokf, Na 53,865 -40.62 8,156 -36.30
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-15 13F Cypress Capital Group 12,077 -0.82 1,829 6.40
2026-04-20 13F Sowell Financial Services LLC 16,925 -0.08 2,563 7.20
2026-05-13 13F Natixis Advisors, L.p. 18,804 -11.80 3 -33.33
2026-04-08 13F Gainplan LLC 2,341 -7.80 354 -1.12
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-03-23 13F/A Barclays Plc 0 -100.00 0
2026-05-05 13F Signet Financial Management, Llc 6,767 -1.28 1,025 5.89
2026-04-17 13F Morris Financial Concepts, Inc. 388 -2.27 59 3.57
2026-04-14 13F Focus Financial Network, Inc. 9,442 -5.50 1,430 1.35
2026-02-09 13F Sensible Money, LLC 0 -100.00 0
2026-04-28 13F Cabana Llc 5,772 -15.29 874 -9.05
2026-04-07 13F Twele Capital Management, Inc. 2,383 -0.75 361 6.51
2026-05-11 13F Linscomb & Williams, Inc. 54,073 -16.49 8,187 -10.41
2026-05-12 13F Rsm Us Wealth Management Llc 9,033 -1.12 1,368 5.23
2026-05-14 13F CIBC World Markets Inc. 283,465 -0.69 42,919 6.54
2026-04-28 13F GM Advisory Group, Inc. 2,476 -0.80 375 6.25
2026-04-20 13F Independent Wealth Network Inc. 8,270 -0.28 1,252 7.01
2026-05-06 13F Fidelis Capital Partners, LLC 11,940 -15.72 1,808 -9.60
2026-05-04 13F Citizens National Bank Trust Department 6,420 -0.39 972 6.93
2026-04-30 13F Stiles Financial Services Inc 2,784 -2.93 421 4.21
2026-05-11 13F Foundations Investment Advisors, LLC 4,006 -4.05 607 2.89
2026-05-13 13F Bank Of Montreal /can/ 768,498 -1.45 116,358 5.72
2026-05-12 13F Thoroughbred Financial Services, Llc 16,728 -3.92 3 0.00
2026-04-27 13F TCI Wealth Advisors, Inc. 8,274 -6.28 1,253 0.56
2026-04-27 13F Truist Financial Corp 1,099,024 -3.20 166,403 3.85
2026-05-12 13F Atlantic Union Bankshares Corp 3,190 -1.27 483 5.70
2026-05-07 13F Carson Advisory Inc. 1,853 -0.91 281 6.46
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 38,433 -1.27 5,819 5.92
2026-04-22 13F Apollon Wealth Management, LLC 7,538 -19.84 1,141 -14.02
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 1,573 -1.44 238 5.78
2026-04-17 13F Fifth Third Wealth Advisors LLC 137,997 -6.68 20,894 0.11
2026-04-22 13F Joel Isaacson & Co., LLC 21,419 -8.84 3,243 -2.20
2026-04-27 13F Soltis Investment Advisors LLC 2,598 -84.46 393 -83.34
2026-04-16 13F Heck Capital Advisors, LLC 0 -100.00 0
2026-04-22 13F Churchill Financial Advisors, LLC 6,618 -3.03 1,002 4.05
2026-05-08 13F Mystic Asset Management, Inc. 2,374 -2.47 359 4.66
2026-04-24 13F Courage Miller Partners, LLC 2,797 -0.18 424 7.09
2026-04-20 13F Hixon Zuercher, LLC 0 -100.00 0
2026-04-14 13F Patriot Investment Management Inc. 11,522 -3.56 1,745 3.44
2026-05-01 13F Johnson Investment Counsel Inc 24,755 -7.45 3,748 -0.72
2026-05-15 13F Richwood Investment Advisors, LLC 10,567 -1.86 1,600 -4.36
2026-04-17 13F Ignite Planners, LLC 5,031 -0.28 755 -0.53
2026-04-09 13F IFG Advisors, LLC 61,205 -46.97 9,267 -43.11
2026-05-11 13F Fiduciary Group LLC 4,199 -1.52 636 5.66
2026-05-12 13F Moneta Group Investment Advisors Llc 104,112 -0.52 15,764 6.72
2026-04-16 13F Evolve Private Wealth, Llc 3,044 -1.62 461 5.50
2026-02-17 13F NewSquare Capital LLC 0 -100.00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100.00 0
2026-05-13 13F Scotia Capital Inc. 33,828 -8.01 5,122 -1.27
2026-04-24 13F Peregrine Asset Advisers, Inc. 16,342 -0.17 2,474 7.10
2026-05-14 13F HighPoint Advisor Group LLC 28,455 -2.53 4,308 4.56
2026-05-12 13F Strategic Wealth Partners, Ltd. 3,426 -4.14 519 2.78
2026-05-11 13F Howard Wealth Management, Llc 1,513 -4.00 229 3.15
2026-05-13 13F Freestone Capital Holdings, LLC 8,521 -9.50 1,290 -2.86
2026-04-21 13F Pallas Capital Advisors LLC 20,955 -3.04 3,173 4.00
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 11,661 -56.52 1,766 -53.37
2026-02-13 13F Diametric Capital, LP 0 -100.00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 14,245 -1.08 2,157 6.10
2026-05-14 13F Capula Management Ltd 0 -100.00 0
2026-04-09 13F Kelly Financial Group Llc 1,531 -7.83 232 -1.28
2026-05-18 13F Strait & Sound Wealth Management LLC 6,371 -4.08 965 2.88
2026-04-10 13F Pure Financial Advisors, Inc. 2,351 -0.17 356 6.93
2026-04-14 13F Regent Peak Wealth Advisors LLC 3,073 -17.83 465 -11.76
2026-05-13 13F River Wealth Advisors LLC 6,835 -8.89 1,035 -2.27
2026-05-12 13F Ameritas Advisory Services, LLC 16,774 -4.05 2,540 2.92
2026-04-24 13F American Institute for Advanced Investment Management, LLP 1,906 -12.61 289 -6.19
2026-05-13 13F Caitlin John, LLC 0 -100.00 0
2026-04-15 13F Dixon Fnancial Services, Inc. 0 -100.00 0
2026-04-08 13F FOCUS Wealth Advisors, LLC 38,931 -4.54 5,895 2.40
2026-01-07 13F KFA Private Wealth Group, LLC 0 -100.00 0
2026-05-13 13F Old North State Trust, LLC 8,228 -0.93 1 0.00
2026-04-21 13F Trust Co Of Virginia /va 1,533 -8.31 232 -1.28
2025-12-16 13F Garde Capital, Inc. 0 -100.00 0
2026-05-08 13F Smithfield Trust Co 50,743 -1.25 8 0.00
2026-05-04 13F Cornerstone Advisory, LLC 2,197 -5.30 333 1.53
2026-05-14 13F Providence Capital Advisors, LLC 1,793 -45.07 271 -41.09
2026-05-15 13F Fiduciary Trust Co 11,846 -0.01 1,794 7.24
2026-01-13 13F Scratch Capital Llc 0 -100.00 0
2026-04-28 13F Arbor Investment Advisors, LLC 2,210 -1.16 335 6.03
2026-05-07 13F Ironwood Investment Counsel, LLC 1,849 -0.75 280 6.49
2026-04-16 13F Phillips Financial Management, Llc 952 -38.74 144 -34.25
2026-04-23 13F TFC Financial Management 5,798 -2.31 878 4.78
2026-05-11 13F CAPROCK Group, Inc. 5,679 -5.48 860 1.42
2026-04-20 13F City State Bank 490 -7.55 74 0.00
2026-05-12 13F/A Granite FO LLC 23,237 -18.71 3,518 -12.79
2026-05-08 13F Summit Asset Management, LLC 1,500 -3.23 227 4.13
2026-05-15 13F Hancock Whitney Corp 31,281 -0.15 4,859 9.88
2026-04-08 13F First Heartland Consultants, Inc. 2,271 -1.35 344 5.86
2026-05-15 13F Peapack Gladstone Financial Corp 18,170 -0.73 3 0.00
2026-05-13 13F GW&K Investment Management, LLC 4,374 -79.89 1 -100.00
2026-05-15 13F AlphaCore Capital LLC 29,303 -2.07 4,437 5.04
2026-04-15 13F Wright Fund Managment, LLC 0 -100.00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 8,364 -3.32 1,111 -9.02
2026-05-12 13F Laurel Wealth Advisors LLC 14,288 -0.01 2,176 7.89
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 8,035 -1.01 1,217 6.20
2026-05-11 13F Camden Capital, LLC 2,679 -20.65 406 -14.92
2026-05-15 13F Goldman Sachs Group Inc 692,694 -0.17 104,881 7.09
2026-05-12 13F CIBC Bancorp USA Inc. 58,375 -4.86 8,839 1.38
2026-05-13 13F NewEdge Wealth, LLC 20,329 -7.97 3,078 -1.25
2026-05-15 13F Df Dent & Co Inc 0 -100.00 0
2026-04-14 13F Madrona Financial Services, LLC 1,801 -55.99 273 -52.86
2026-04-28 13F Northstar Group, Inc. 2,975 -3.25 450 3.69
2026-04-16 13F Park National Corp /oh/ 17,002 -0.66 2,574 6.58
2026-05-21 13F BankChampaign, National Association 550 -42.23 83 7.79
2026-05-15 13F RMB Capital Management, LLC 12,577 -9.00 1,904 -2.36
2026-04-07 13F Park Avenue Securities Llc 13,916 -11.55 2 0.00
2026-04-22 13F Sterling Capital Management LLC 0 -100.00 0
2026-04-22 13F Spire Wealth Management 4,560 -0.13 690 7.14
2026-05-14 13F Allworth Financial LP 32,978 -1.23 4,993 5.96
2026-05-05 13F Atria Investments Llc 2,486 -39.69 376 -35.28
2026-05-13 13F PKS Advisory Services, LLC 26,824 -0.25 4,061 7.01
2026-04-23 13F Global Trust Asset Management, LLC 6,304 -1.97 954 5.18
2026-04-08 13F Sapient Capital Llc 16,537 -41.18 2,504 -37.39
2026-05-14 13F Joseph P. Lucia & Associates, LLC 31,425 -0.25 4,758 7.02
2026-05-11 13F CFO4Life Group, LLC 0 -100.00 0
2026-05-06 13F HWG Holdings LP 0 -100.00 0
2026-05-14 13F Keebeck Wealth Management, LLC 31,180 -14.55 4,721 -8.35
2026-04-13 13F Lee Financial Co 50,091 -2.88 7,584 4.19
2026-04-13 13F Chesley Taft & Associates LLC 1,953 -39.96 296 -35.73
2026-05-05 13F Duncan Williams Asset Management, LLC 1,553 -5.59 235 -7.11
2026-05-14 13F Jump Financial, LLC 0 -100.00 0
2026-04-30 13F Accredited Investors Inc. 7,719 -5.17 1,169 1.74
2026-01-13 13F FSA Investment Group, LLC 0 -100.00 0
2026-05-15 13F Ascent Group, LLC 4,309 -4.46 652 2.52
2026-04-13 13F Highland Capital Management, Llc 41,385 -11.29 6,266 -4.83
2026-04-29 13F Greenwood Capital Associates Llc 7,680 -64.75 1,163 -62.21
2026-04-14 13F American State Bank (Iowa) 0 -100.00 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 1,657 -10.48 251 -4.21
2026-05-12 13F CBIZ Investment Advisory Services, LLC 3,238 -51.54 490 -48.04
2026-02-06 13F New Millennium Group LLC 14 -12.50 2 -50.00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-04-15 13F Steinberganna Wealth Management 3,643 -8.65 552 -1.96
2026-04-22 13F Spirepoint Private Client, Llc 1,838 -0.81 278 6.51
2026-04-23 13F St. Clair Advisors, LLC 29,817 -0.36 4,515 6.89
2026-04-30 13F Millstone Evans Group, LLC 372 -28.05 56 -22.22
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 142,798 -1.17 21,616 5.99
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 12,874 -2.79 1,949 4.28
2026-04-16 13F Capital Advisors, Ltd. LLC 8,759 -3.15 1 0.00
2026-04-21 13F Old Second National Bank Of Aurora 1,040 -4.59 157 2.61
2026-05-07 13F First National Trust Co 8,241 -2.66 1,248 4.44
2026-05-11 13F Integrity Alliance, Llc. 6,838 -2.98 1,035 4.12
2026-04-22 13F Traphagen Investment Advisors Llc 2,068 -8.29 313 -1.57
2026-05-14 13F Mill Creek Capital Advisors, LLC 7,905 -22.71 1,197 -17.12
2026-04-22 13F Investment Advisory Group, LLC 12,829 -0.12 1,942 7.17
2026-02-17 13F Prelude Capital Management, Llc 0 -100.00 0
2026-04-20 13F Verus Financial Partners, Inc. 45,808 -15.47 7,003 -13.23
2026-04-27 13F Wbh Advisory Inc 10,157 -3.32 1,534 3.44
2026-01-30 13F Renasant Bank 0 -100.00 0
2026-04-15 13F Cypress Wealth Services, LLC 18,724 -1.96 2,835 5.16
2026-05-14 13F Empower Advisory Group, LLC 0 -100.00 0
2026-05-01 13F AF Advisors, Inc. 2,808 -0.53 425 6.78
2026-04-08 13F Lakeridge Wealth Management LLC 4,196 -10.51 635 -3.93
2026-05-12 13F Jane Street Group, Llc Call 206,300 -68.00 31,236 -65.67
2026-02-13 13F Atlas Capital Advisors Llc 0 -100.00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-04-13 13F LexAurum Advisors, LLC 3,777 -5.03 572 1.06
2026-04-27 13F Denver Wealth Management, Inc. 1,470 -7.14 223 -0.45
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2026-04-13 13F Winthrop Advisory Group LLC 8,750 -0.50 1,325 6.69
2026-05-13 13F American Financial Advisors, LLC 1,658 -10.04 251 -3.46
2026-05-11 13F Daymark Wealth Partners, Llc 5,104 -0.29 773 6.93
2026-05-07 13F Centerpoint Advisors, LLC 0 -100.00 0
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100.00 0
2026-05-14 13F Traynor Capital Management, Inc. 10,998 -15.96 1,650 -10.67
2026-05-04 13F Bleakley Financial Group, LLC 20,749 -17.10 3,142 -11.07
2026-04-22 13F Tred Avon Family Wealth, Llc 1,333 -76.12 202 -74.46
2026-04-27 13F Oxbow Advisors, LLC 12,621 -14.46 1,911 -8.26
2026-05-13 13F Lido Advisors, LLC 101,349 -10.47 15,345 -4.40
2026-05-15 13F Strategies Wealth Advisors, LLC 1,399 -70.63 212 -68.60
2026-05-13 13F Brinker Capital Investments, LLC 18,081 -48.51 2,738 -44.77
2026-04-07 13F Legacy Private Trust Co. 13,159 -14.58 1,992 -8.37
2026-04-15 13F Exchange Traded Concepts, Llc 38,370 -17.66 5,810 -11.68
2026-05-08 13F Grand Wealth Management, Llc 0 -100.00 0
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100.00 0
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100.00 0
2026-05-05 13F Bank of New York Mellon Corp 1,608,990 -5.11 243,617 1.79
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-04-24 13F Bellevue Asset Management, Llc 4,192 -1.39 635 5.67
2026-04-30 13F Madison Wealth Partners, Inc 1,600 -30.28 242 -25.08
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100.00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 15,444 -0.10 2,338 7.15
2026-05-05 13F Gentry Private Wealth, Llc 5,115 -13.31 774 -6.97
2026-04-08 13F Miracle Mile Advisors, LLC 28,729 -2.64 4,350 4.44
2026-04-23 13F OakTrust Wealth Advisors, LLC 2,047 -0.05 310 7.27
2026-04-27 13F Sound Income Strategies, LLC 11,082 -15.60 1,674 -13.63
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 4,827 -15.57 731 -9.43
2026-04-20 13F Segment Wealth Management, LLC 0 -100.00 0
2026-04-27 13F PFG Investments, LLC 12,509 -3.35 1,894 3.67
2026-04-24 13F United Community Bank 4,310 -24.65 653 -19.21
2026-05-14 13F Capital Analysts, Inc. 26,259 -5.07 4 0.00
2026-04-10 13F MKT Advisors LLC 7,182 -3.65 1,089 1.78
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-04-17 13F Provident Wealth Management, LLC 551 -21.29 83 -15.31
2026-04-20 13F Ronald Blue Trust, Inc. 885 -15.31 134 -9.52
2026-04-23 13F Atlas Private Wealth Advisors 6,766 -0.78 1,024 6.44
2026-05-06 13F Meridian Wealth Management, LLC 10,560 -2.05 1,599 5.06
2026-05-14 13F Pinnacle Financial Partners, Inc. 300,002 -0.09 45,427 7.18
2026-04-23 13F PayPay Securities Corp 63 -24.10 10 -18.18
2026-05-14 13F Financial Engines Advisors L.L.C. 7,475 -0.57 1,132 6.60
2026-04-24 13F Fulton Bank, N.a. 30,459 -0.04 4,612 7.23
2026-04-29 13F Burney Co/ 0 -100.00 0
2026-05-08 13F Align Financial, LLC 1,990 -99.29 301 7.50
2026-04-27 13F Nvwm, Llc 3,836 -3.38 581 3.57
2026-05-14 13F Missouri Trust & Investment Co 1,215 -4.33 184 2.23
2026-05-07 13F Sagespring Wealth Partners, Llc 1,949 -1.47 295 5.73
2026-04-17 13F High Net Worth Advisory Group LLC 21,916 -0.65 3,318 6.59
2026-04-13 13F Wolff Wiese Magana Llc 22,140 -2.78 3,352 4.29
2026-04-30 13F Titleist Asset Management, Llc 8,842 -4.67 1,339 2.22
2026-04-22 13F Cornerstone Wealth Group, LLC 5,920 -10.49 904 -3.22
2026-05-13 13F 1620 Investment Advisors, Inc. 274 -3.52 42 2.50
2026-05-13 13F RiverGlades Family Offices LLC 1,380 -2.13 209 4.00
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1,881 -79.61 285 -78.19
2026-04-27 13F Insight Inv LLC 812 -51.14 123 -47.86
2026-04-13 13F CGC Financial Services, LLC 0 -100.00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 10,062 -0.03 1,524 7.25
2026-05-12 13F Guerra Pan Advisors, Llc 7,058 -1.74 1,069 5.43
2026-05-11 13F Ashton Thomas Private Wealth, LLC 22,205 -16.93 3,362 -10.87
2026-04-08 13F NorthCrest Asset Manangement, LLC 7,711 -36.11 1,169 -32.54
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100.00 0
2026-04-30 13F Sonata Capital Group Inc 23,409 -0.70 3,544 6.52
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 13,130 -1.29 1,988 5.91
2026-05-05 13F PFG Advisors 6,803 -3.65 1,030 3.41
2026-05-06 13F Tyche Wealth Partners LLC 10,415 -1.33 1,577 5.84
2026-05-06 13F Anb Bank 3,300 -5.42 500 1.42
2026-05-12 13F Bbr Partners, Llc 3,689 -6.04 559 0.72
2026-04-09 13F Mechanics Bank Trust Department 30,088 -3.22 4,556 3.83
2026-04-08 13F Infinity Wealth Counsel, LLC 8,680 -0.29 1,314 7.00
2026-05-01 13F International Assets Investment Management, Llc 12,815 -5.41 1,936 1.20
2026-04-15 13F Peddock Capital Advisors, Llc 3,194 -0.84 484 6.39
2026-05-14 13F Regal Investment Advisors LLC 10,232 -8.06 1,549 -1.34
2026-05-14 13F Gladstone Institutional Advisory LLC 11,095 -3.31 1,680 3.71
2026-05-05 13F Putnam Fl Investment Management Co 0 -100.00 0
2026-04-30 13F Mv Capital Management, Inc. 32,822 -1.46 4,970 5.72
2026-05-15 13F Ameriprise Financial Inc 503,672 -8.82 76,227 -2.09
2026-04-14 13F Invenio Wealth Partners Llc 9,375 -8.67 1,419 -2.00
2026-05-04 13F Sigma Planning Corp 21,684 -1.25 3,283 5.94
2026-05-15 13F Jessup Wealth Management, Inc 0 -100.00 0
2026-04-09 13F Wealth Quarterback LLC 43,466 -7.90 6,581 -1.19
2026-05-15 13F Gw Henssler & Associates Ltd 144,903 -12.97 21,940 -6.64
2026-05-07 13F Virtue Capital Management, LLC 5,924 -1.87 889 3.14
2026-05-06 13F Hanseatic Management Services Inc 0 -100.00 0
2026-04-27 13F TABR Capital Management, LLC 0 -100.00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 2,275 -3.56 344 3.61
2026-05-06 13F Arcus Capital Partners, LLC 142,176 -15.70 21,527 -9.57
2026-04-20 13F Keudell/Morrison Wealth Management 8,430 -0.22 1,276 7.05
2026-04-21 13F Welch Group, LLC 4,667 -66.56 707 -64.14
2026-02-05 13F Center for Financial Planning, Inc. 61 -45.05 9 -46.67
2026-05-07 13F Intellus Advisors LLC 0 -100.00 0
2026-05-11 13F Berkshire Asset Management Llc/pa 11,751 -2.98 1,779 4.10
2026-04-15 13F Journey Strategic Wealth Llc 3,105 -7.95 470 -1.26
2026-05-13 13F Calton & Associates, Inc. 1,867 -25.88 283 -20.56
2026-05-15 13F Evercore Wealth Management, LLC 14,163 -2.24 2,144 4.89
2026-04-23 13F Interchange Capital Partners, LLC 3,548 -2.77 476 -7.57
2026-05-07 13F Oak Harbor Wealth Partners, Llc 6,626 -7.02 1,003 -0.20
2026-04-29 13F Montag A & Associates Inc 1,397 -31.05 212 -25.96
2026-05-14 13F First Commonwealth Financial Corp /pa/ 14,330 -0.45 2,170 6.79
2026-02-11 13F OneAscent Family Office, LLC 0 -100.00 0
2026-05-07 13F Grandview Asset Management LLC 1,866 -2.05 283 5.22
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 3,774 -4.98 571 1.96
2026-04-23 13F Inman Jager Wealth Management, LLC 25,089 -2.27 3,799 4.83
2026-05-14 13F Islay Capital Management, Llc 7,465 -2.46 1,130 4.63
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3,028 -25.78 458 -20.35
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