Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 2,421 | -12.19 | 228 | -13.36 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2,729 | -17.75 | 253 | -18.91 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 75,320 | -89.72 | 6,985 | -89.88 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 51,300 | -5.70 | 4,758 | -7.13 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 350 | -53.08 | 32 | -54.29 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 12,007 | -18.57 | 1,114 | -19.81 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 16,013 | -6.04 | 1,485 | -7.42 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 3,406 | -31.89 | 316 | -32.98 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 191,799 | -5.10 | 18,059 | -5.10 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8,302 | -25.56 | 770 | -27.79 | ||||
| 2025-12-29 | 13F | Swiss Life Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 6,831 | -0.58 | 634 | -2.01 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 3,004 | -1.64 | 279 | -3.14 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 33,734 | -4.68 | 3 | 0.00 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 301,021 | -6.53 | 27,917 | -7.94 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 4,069 | -0.25 | 377 | -1.82 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7,332 | -3.54 | 680 | -5.03 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 6,885 | -45.74 | 646 | -46.34 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 5,457 | -0.31 | 506 | -1.75 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 9,100 | -82.33 | 844 | -82.61 | |||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 196 | -99.44 | 18 | -99.46 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 25,153 | -0.87 | 2,333 | -2.39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 6,300 | -69.27 | 584 | -69.74 | |||
| 2026-05-13 | 13F | Argent Trust Co | 2,328 | -9.70 | 216 | -11.16 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 15,592 | -8.17 | 1,446 | -9.57 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 2,193 | -0.27 | 203 | -1.93 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3,091 | -4.04 | 287 | -5.61 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 42,156 | -3.34 | 3,910 | -4.80 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 9,381 | -23.05 | 870 | -24.15 | ||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2,507 | -56.54 | 233 | -57.27 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 400 | -0.25 | 37 | 0.00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12,289 | -7.53 | 1,140 | -8.95 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 3,023 | -3.51 | 0 | |||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 18,359 | -7.45 | 1,703 | -8.84 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 12,602 | -4.96 | 1,169 | -6.41 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61,808 | -4.24 | 5,732 | -5.68 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 33,228 | -12.18 | 3,082 | -13.50 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6,846 | -0.16 | 635 | -1.71 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 37,101 | -0.13 | 3,441 | -1.63 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 13,513 | -0.23 | 1,253 | -1.73 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 3,623 | -3.21 | 336 | -4.83 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 239,551 | -43.07 | 22 | -43.59 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6,924 | -2.40 | 642 | -3.75 | ||||
| 2026-05-15 | 13F | Atom Investors LP | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7,139 | -5.07 | 662 | -6.50 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4,667 | -9.15 | 433 | -10.56 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 3,900 | -1.59 | 362 | -3.22 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 22,334 | -6.96 | 2,071 | -8.36 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13,829 | -80.36 | 1 | -83.33 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 58,873 | -26.01 | 5,460 | -27.14 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 2,585 | -3.58 | 240 | -5.16 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3,648 | -0.82 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 13,923 | -70.34 | 1,291 | -70.79 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 21,669 | -5.38 | 2,010 | -6.82 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3,988 | -3.88 | 370 | -5.38 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 191,280 | -1.34 | 17,729 | -2.89 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27,941 | -1.88 | 2,591 | -3.36 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 715,391 | -2.79 | 66,341 | -4.26 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3,226 | -0.37 | 299 | -1.64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 150,485 | -17.21 | 14,125 | -17.48 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 15,429 | -1.08 | 1,431 | -2.59 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5,752 | -9.17 | 533 | -10.57 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 48,104 | -1.24 | 4,461 | -2.73 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2,384 | -15.01 | 221 | -16.29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4,370,460 | -37.37 | 406,920 | -38.32 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3,350 | -14.93 | 311 | -15.30 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Syverson Strege & Co | 33,016 | -1.85 | 3,062 | -3.35 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 131,500 | -3.06 | 12,195 | -4.53 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Platform Technology Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2,542 | -13.21 | 236 | -14.86 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 3,806 | -99.52 | 353 | -99.53 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 265 | -94.88 | 25 | -95.07 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 5,397 | -0.55 | 501 | -3.47 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 | -99.64 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 13,322 | -0.56 | 1,235 | -2.06 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | BancorpSouth Bank | 2,184 | -5.94 | 206 | -6.82 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5,779 | -5.93 | 536 | -7.44 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 2,178 | -25.21 | 202 | -26.64 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 114,115 | -4.74 | 10,583 | -6.17 | ||||
| 2026-04-07 | 13F | Eastern Bank | 25 | -62.12 | 2 | -66.67 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 3,834 | -15.08 | 356 | -16.47 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4,508 | -0.97 | 418 | -2.34 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3,826 | -45.05 | 355 | -45.95 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 7,020 | -10.42 | 651 | -11.67 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 4,158 | -3.21 | 386 | -5.17 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4,670 | -16.26 | 440 | -17.17 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 151,073 | -3.42 | 14,011 | -4.88 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 74,807 | -11.49 | 7,044 | -12.41 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 7,760 | -2.99 | 720 | -4.52 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 9,357 | -0.35 | 874 | -0.91 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,865,981 | -47.33 | 171,092 | -48.71 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 57,219 | -0.01 | 5,307 | -1.52 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2,387 | -2.33 | 221 | -3.91 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 6,281,097 | -0.12 | 582,509 | -1.63 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 66,668 | -1.59 | 6,183 | -3.07 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 200,801 | -14.07 | 18,622 | -15.37 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 799 | -9.51 | 74 | -10.84 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 175 | -42.62 | 16 | -42.86 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 17,655 | -52.22 | 3,275 | -5.89 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 77,426 | -2.09 | 7,180 | -3.57 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 12,931 | -19.15 | 1,199 | -20.33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28,165 | -17.27 | 2,612 | -18.50 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 10,462 | -28.30 | 970 | -29.35 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 12,387 | -0.34 | 1,149 | -1.88 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5,088 | -9.42 | 472 | -10.80 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 4,665 | -65.22 | 433 | -65.77 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2,226 | -3.76 | 206 | -5.07 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 101,805 | -9.49 | 9 | -10.00 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1,250,600 | -49.83 | 115,981 | -50.58 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 23,342 | -18.54 | 2,165 | -19.79 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 78,980 | -0.13 | 7,325 | -1.64 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 2,822 | -6.21 | 262 | -7.77 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707,715 | -2.88 | 65,633 | -4.34 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13,055 | -2.76 | 1,211 | -5.32 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 5,027 | -22.73 | 466 | -23.86 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 124 | -1.59 | 12 | 0.00 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36,746 | -66.90 | 3,408 | -67.40 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 10,674 | -6.93 | 990 | -9.35 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 45,539 | -0.87 | 4,223 | -2.36 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 249,200 | -9.17 | 23,111 | -11.44 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 233,687 | -3.46 | 22 | -4.55 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10,199 | -10.24 | 946 | -11.60 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 6,086 | -12.95 | 564 | -14.29 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 20,344 | -0.23 | 1,887 | -1.72 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 66,157 | -0.60 | 6,135 | -2.09 | ||||
| 2026-04-08 | 13F | Exchange Bank | 6,100 | -3.17 | 566 | -4.72 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 79,569 | -2.18 | 7,379 | -3.64 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 7,678 | -3.76 | 722 | -4.50 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12,775,026 | -1.91 | 1,184,756 | -3.39 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 361,598 | -0.41 | 33,535 | -1.91 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 7,151 | -4.21 | 663 | -5.56 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8,783 | -0.58 | 829 | -1.66 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Eq Llc | 5,017 | -11.03 | 465 | -12.26 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1,539 | -14.93 | 143 | -16.47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12,748,910 | -16.33 | 1,182,334 | -17.59 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 9,907 | -6.38 | 919 | -7.83 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 221 | -1.78 | 20 | -4.76 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 5,092 | -7.54 | 472 | -8.88 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4,416 | -2.50 | 410 | -3.99 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 140,507 | -1.22 | 13,031 | -2.72 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6,355 | -2.13 | 589 | -3.60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 15,861 | -19.17 | 1 | 0.00 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 2,419 | -57.94 | 224 | -58.60 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,336,870 | -5.76 | 124 | -7.52 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 182,452 | -3.31 | 16,921 | -4.77 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 58,592 | -3.05 | 5,434 | -4.52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 213 | -45.24 | 20 | -47.22 | ||||
| 2026-04-24 | 13F | Mann Financial Group, Inc. | 65,958 | -8.80 | 6,117 | -10.19 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 4,547 | -0.39 | 422 | -1.86 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 30,517 | -4.83 | 2,830 | -6.26 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,343,205 | -13.58 | 124,569 | -14.89 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 20,901 | -8.44 | 1,938 | -9.82 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 155,157 | -16.75 | 14,389 | -18.01 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 35,694 | -2.26 | 3,310 | -3.72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3,227,908 | -5.57 | 299,356 | -6.99 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 8,507 | -5.39 | 789 | -6.86 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 5,427 | -6.78 | 503 | -8.21 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 43 | -8.51 | 4 | -25.00 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 103,565 | -0.58 | 9,605 | -2.08 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 35,095 | -3.89 | 3,255 | -5.35 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 8,940 | -5.19 | 829 | -6.54 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 366,628 | -2.88 | 34,001 | -4.34 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27,995 | -6.17 | 2,596 | -7.58 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 50,838 | -2.60 | 4,715 | -4.07 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 79,801 | -6.42 | 7,401 | -7.83 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 33,747 | -3.46 | 3,130 | -4.92 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 25,821 | -0.05 | 2,395 | -1.56 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 160 | -25.23 | 15 | -30.00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 45,000 | -43.75 | 4,173 | -44.60 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 116,705 | -0.44 | 10,823 | -1.94 | ||||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5,649 | -0.53 | 527 | -1.86 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 3,524 | -1.12 | 323 | -3.58 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 9,083 | -9.20 | 842 | -10.52 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 101,202 | -10.39 | 9,385 | -11.75 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11,599 | -1.76 | 1,076 | -3.24 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 425,429 | -4.87 | 40,058 | -4.36 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 24,019 | -12.59 | 2,228 | -13.92 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 5,575 | -0.07 | 517 | -1.52 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 57,470 | -1.74 | 5,330 | -3.23 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 3,502 | -0.57 | 325 | -2.11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65,710 | -4.05 | 6,094 | -5.51 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13,573 | -4.35 | 1,259 | -5.84 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 26,661 | -4.30 | 2,473 | -5.76 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 19,616 | -0.67 | 1,819 | -2.15 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91,655 | -5.61 | 8,500 | -7.03 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 109,218 | -8.08 | 10,360 | -7.40 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 46,783 | -3.34 | 4,339 | -4.81 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 16,999 | -11.30 | 1,611 | -11.15 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 3,643 | -1.09 | 338 | -2.60 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1,077,889 | -14.97 | 99,963 | -16.25 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2,320 | -3.77 | 215 | -5.29 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 5,822 | -1.71 | 540 | -3.23 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2,014 | -1.80 | 187 | -3.63 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2,086 | -4.97 | 195 | -5.83 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 91,076 | -55.28 | 8,639 | -55.03 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9,112 | -6.85 | 858 | -7.74 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14,258 | -6.43 | 1,322 | -7.81 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 43,326 | -1.76 | 4,018 | -3.23 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2,506 | -98.47 | 232 | -98.50 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 87,001 | -4.15 | 8,068 | -5.59 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 20,128 | -0.04 | 1,867 | -1.58 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 13,519 | -8.34 | 1,254 | -9.73 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 15,283 | -2.24 | 1,417 | -3.74 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 37,433 | -7.30 | 3,472 | -8.71 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5,221 | -0.17 | 484 | -1.63 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 17,925 | -0.21 | 1,662 | -1.71 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 10,535 | -26.68 | 977 | -27.74 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Castellan Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,980 | -8.14 | 276 | -9.51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 818,745 | -16.00 | 75,952 | -17.27 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 7,164 | -29.91 | 664 | -30.98 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1,401 | -96.22 | 130 | -96.30 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 933 | -7.53 | 0 | |||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 6,411 | -6.53 | 595 | -7.91 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5,226 | -1.88 | 488 | -2.98 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 43,070 | -1.99 | 3,994 | -3.46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 13,651 | -2.75 | 1,266 | -4.24 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 34,651 | -0.08 | 3,214 | -1.59 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 2,316 | -4.77 | 217 | -5.26 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 7,822 | -5.22 | 725 | -6.69 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 72,021 | -3.31 | 6,679 | -4.76 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 20,228 | -17.96 | 1,876 | -19.22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3,912 | -36.65 | 363 | -37.69 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4,744 | -11.38 | 440 | -12.90 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 68,114 | -66.33 | 6,317 | -66.85 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 67,364 | -0.13 | 6,247 | -1.64 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 200,055 | -1.24 | 18,553 | -2.73 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 46,323 | -16.69 | 4 | -20.00 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4,160 | -2.64 | 386 | -4.23 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 7,703 | -7.46 | 714 | -8.81 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 13,405 | -12.41 | 1,243 | -13.74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16,021 | -8.14 | 1,509 | -9.10 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16,642 | -14.60 | 1,543 | -15.87 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 17,456 | -10.68 | 1,619 | -12.07 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5,625 | -0.05 | 522 | -1.51 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 23,055 | -0.81 | 2,138 | -2.29 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 6,563 | -8.09 | 609 | -9.52 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-27 | 13F | PFG Investments, LLC | 7,744 | -63.85 | 718 | -64.40 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 353 | -16.55 | 33 | -17.95 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2,850 | -8.33 | 264 | -9.59 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 63,728 | -5.34 | 5,910 | -6.77 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2,138 | -39.91 | 198 | -40.90 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 20,391 | -1.49 | 1,891 | -2.98 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 80,348 | -4.03 | 7,451 | -5.47 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 19,173 | -6.13 | 1,778 | -7.54 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186,307 | -8.15 | 17,543 | -9.10 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 22,743 | -5.13 | 2,109 | -6.56 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4,110 | -8.01 | 381 | -9.29 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 32,253 | -7.35 | 2,991 | -8.76 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 11,238 | -22.19 | 1,042 | -23.33 | ||||
| 2026-02-02 | 13F | Independence Asset Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2,641 | -11.17 | 245 | -12.54 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 4,290 | -0.30 | 398 | -1.98 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 6,558 | -0.02 | 608 | -1.46 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3,551 | -4.10 | 329 | -5.46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 698,393 | -2.01 | 64,769 | -3.49 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 14,771 | -2.46 | 1,370 | -3.93 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 46,666 | -12.93 | 4,328 | -14.25 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 234,954 | -0.67 | 21,790 | -2.16 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2,403 | -57.15 | 223 | -57.95 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 129,715 | -0.89 | 12 | 0.00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 4,568 | -8.09 | 424 | -9.42 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 2,505 | -1.34 | 232 | -2.93 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 36,620 | -3.48 | 3,396 | -4.93 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 22,006 | -3.24 | 2,039 | -4.76 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 4,318 | -45.94 | 400 | -47.09 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 20,822 | -2.51 | 1,931 | -3.98 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 15,438 | -51.05 | 1,432 | -51.80 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 2,554 | -52.12 | 237 | -52.99 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 11,513 | -0.39 | 1,068 | -1.93 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 138,278 | -15.80 | 12,824 | -17.07 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 5,592 | -6.30 | 525 | -6.09 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 361 | -28.09 | 33 | -29.79 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6,969 | -13.19 | 646 | -14.55 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 38,931 | -0.86 | 3,610 | -2.35 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 16,475 | -4.09 | 1,528 | -5.57 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 39,254 | -2.64 | 3,640 | -4.11 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 3,009 | -59.20 | 279 | -59.80 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 18,440 | -5.78 | 1,711 | -7.22 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 3,872 | -0.10 | 359 | -1.37 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2,258 | -0.35 | 209 | -1.88 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 14,194 | -4.60 | 1,346 | -3.93 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8,600 | -46.58 | 798 | -47.39 | |||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 181,946 | -15.29 | 16,874 | -16.57 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 6,700 | -24.52 | 621 | -25.63 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 31,317 | -14.47 | 2,904 | -15.75 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13,385 | -6.03 | 1,240 | -7.53 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 41,479 | -7.80 | 3,847 | -9.21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 12,676 | -11.80 | 1,176 | -13.16 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 9,545 | -5.07 | 885 | -6.45 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3,282 | -0.12 | 304 | -1.62 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 7,002 | -29.21 | 649 | -30.29 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 45,768 | -5.51 | 4,276 | -6.25 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,754 | -9.14 | 255 | -10.53 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 226,716 | -3.36 | 21,026 | -4.82 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 749 | -68.90 | 69 | -69.47 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27,260 | -15.85 | 3 | -33.33 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3,198 | -11.97 | 297 | -13.45 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 97,384 | -4.13 | 9,031 | -5.57 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 18,381 | -2.04 | 1,705 | -3.51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 74,942 | -0.46 | 6,950 | -1.96 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 617,480 | -8.04 | 57 | -9.52 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 5,602 | -0.53 | 520 | -2.08 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 5,979 | -2.29 | 554 | -3.82 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 127,008 | -11.29 | 11,779 | -12.63 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 3,425 | -5.62 | 322 | -5.85 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 8,611 | -1.42 | 799 | -2.92 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 106 | -56.73 | 10 | -60.87 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 38,328 | -1.13 | 3,555 | -2.63 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9,119 | -10.51 | 859 | -11.46 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 41,232 | -1.79 | 3,824 | -3.29 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 37,178 | -4.16 | 3,448 | -5.61 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2,134 | -12.47 | 198 | -13.54 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 1,520 | -4.46 | 141 | -6.04 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 71,107 | -49.20 | 5,147 | -50.54 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 4,544 | -0.79 | 421 | -2.32 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 19,249 | -7.32 | 1,785 | -8.70 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 19,475 | -84.98 | 1,806 | -85.20 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 19,075 | -2.09 | 1,769 | -3.54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 634,361 | -4.79 | 58,831 | -6.23 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 17,074 | -9.01 | 1,583 | -10.36 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 6,896 | -3.54 | 640 | -5.05 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 12,524 | -0.46 | 1,162 | -1.94 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 18,989 | -45.47 | 1,761 | -46.28 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 59,940 | -5.78 | 5,559 | -7.21 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 22,788 | -1.14 | 2,113 | -2.04 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 21,950 | -1.13 | 2,036 | -2.63 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20,602 | -17.61 | 1,940 | -18.46 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33,929 | -5.75 | 3,147 | -7.17 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 13,187 | -1.39 | 1,223 | -2.94 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 38,630 | -1.01 | 3,583 | -2.50 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 24,765 | -3.15 | 2,297 | -4.61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2,443,495 | -12.99 | 226,645 | -14.27 | ||||
| 2026-02-17 | 13F | Junto Capital Management LP | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 212,459 | -76.22 | 19,703 | -76.58 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 4,878 | -73.32 | 452 | -73.74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 10,665 | -0.32 | 989 | -2.18 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 23,437 | -2.71 | 2,174 | -4.19 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 14,318 | -6.07 | 1,328 | -7.53 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 17,066 | -10.34 | 1,583 | -11.72 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2,900 | -61.92 | 269 | -62.62 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 110,547 | -14.98 | 10,252 | -16.26 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 74,725 | -0.91 | 6,930 | -2.41 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5,645 | -2.81 | 524 | -4.21 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 63,517 | -2.04 | 5,891 | -3.52 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 17,365 | -5.78 | 1,610 | -7.20 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 28,495 | -0.61 | 2,643 | -2.11 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 169,816 | -3.79 | 15,749 | -5.24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 113,956 | -4.45 | 10,568 | -5.89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 105,812 | -3.48 | 9,813 | -4.94 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3,101 | -12.45 | 288 | -13.81 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 15,169 | -2.96 | 1,407 | -4.42 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 8,134 | -2.48 | 754 | -3.95 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 29,264 | -14.20 | 2,761 | -14.68 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 20,193 | -4.99 | 1,873 | -6.45 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 15,857 | -2.29 | 1,471 | -3.73 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 7,557 | -2.30 | 701 | -3.85 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 206,453 | -4.85 | 19,146 | -7.06 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 21,900 | -31.54 | 2,031 | -32.57 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 246 | -4.28 | 23 | -8.33 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 16,500 | -1.20 | 1,557 | -2.26 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4,706 | -3.74 | 436 | -5.22 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 72,320 | -2.52 | 6,707 | -3.99 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 46,762 | -5.31 | 4,337 | -6.75 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3,144 | -1.96 | 292 | -3.32 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 100,376 | -63.09 | 9,309 | -63.64 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 837,287 | -3.79 | 77,650 | -5.24 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 186 | -31.37 | 17 | -32.00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 3,743 | -2.32 | 347 | -3.61 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 42,582 | -5.97 | 3,948 | -7.41 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 6,452 | -23.30 | 598 | -24.49 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 92,811 | -2.50 | 8,607 | -3.97 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 592 | -6.03 | 55 | -8.47 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 9,465 | -6.20 | 878 | -7.68 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 15,106 | -8.63 | 1 | 0.00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 992 | -0.10 | 92 | -1.08 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 28,639 | -1.49 | 2,656 | -3.00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 53,926 | -2.19 | 5,001 | -3.66 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 123,606 | -25.63 | 11,463 | -26.74 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 15,804 | -14.86 | 1,466 | -16.14 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 91 | -79.22 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2,972 | -19.68 | 276 | -20.98 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 187,090 | -22.52 | 17,351 | -23.69 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 14,536 | -3.11 | 1,373 | -3.58 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | United Bank | 4,018 | -33.03 | 373 | -34.04 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 12,512 | -0.05 | 1,160 | -1.53 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 8,290 | -21.06 | 769 | -22.27 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 17,963 | -1.70 | 1,666 | -3.20 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | JustInvest LLC | 4,668 | -2.36 | 433 | -4.00 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 19,485 | -1.51 | 1,807 | -2.95 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 6,543 | -58.65 | 607 | -59.30 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 5,107 | -2.95 | 474 | -4.44 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 4,161 | -11.18 | 386 | -12.70 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 86,002 | -10.84 | 7,976 | -12.19 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 215 | -5.29 | 20 | -9.52 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 44,448 | -0.62 | 4,122 | -2.11 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 6,219 | -10.25 | 577 | -11.66 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 13,838 | -1.66 | 1,283 | -3.17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 64,016 | -10.43 | 5,937 | -11.78 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 12,199 | -0.85 | 1,131 | -2.33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 73,022 | -3.55 | 6,876 | -4.54 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2,747 | -0.11 | 255 | -1.55 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 5,104 | -2.71 | 473 | -4.06 | ||||
| 2026-05-11 | 13F | Commerce Bank | 43,851 | -4.31 | 4,067 | -5.77 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 2,822 | -96.63 | 262 | -96.69 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 96,445 | -8.60 | 8,944 | -9.97 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 15,984 | -0.39 | 1,482 | -1.85 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 7,225 | -11.49 | 663 | -13.67 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 110,591 | -1.90 | 10,256 | -3.38 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 16,371 | -0.32 | 1,518 | -1.81 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 2,651 | -3.35 | 246 | -5.04 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16,098 | -7.70 | 1,493 | -10.07 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 33,155 | -12.47 | 3,075 | -14.23 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14,500 | -18.43 | 1,345 | -19.67 | ||||
| 2026-01-23 | 13F | Ball & Co Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 10,031 | -50.47 | 930 | -51.23 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 84,546 | -6.27 | 7,841 | -7.69 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 167,481 | -0.31 | 15,532 | -1.81 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3,658 | -0.14 | 339 | -1.45 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 33,615 | -2.63 | 3,117 | -4.09 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 32,572 | -1.83 | 3,021 | -3.33 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 16,996 | -34.32 | 1,576 | -35.30 | ||||
| 2026-05-14 | 13F | Ade, Llc | 39,088 | -10.12 | 3,625 | -11.46 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 106,583 | -3.09 | 9,885 | -4.56 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 7,965 | -5.64 | 739 | -7.05 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1,421 | -15.21 | 132 | -16.56 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 32,808 | -2.38 | 3,043 | -3.86 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,558,899 | -6.30 | 144,574 | -7.71 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 4,000 | -27.27 | 371 | -28.43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2,488 | -26.37 | 231 | -27.67 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 18,133 | -0.09 | 1,682 | -1.58 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 218,582 | -1.60 | 20,271 | -3.08 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 8,610 | -47.44 | 798 | -48.25 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 18,897 | -4.94 | 1,753 | -6.36 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1,095 | -31.35 | 102 | -32.67 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 12,624 | -29.50 | 1,171 | -30.60 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3,219,933 | -22.63 | 298,617 | -23.80 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2,778 | -11.61 | 258 | -12.88 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 21,282 | -75.25 | 1,974 | -75.63 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 42,657 | -9.94 | 3,956 | -11.28 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 81,233 | -11.69 | 7,534 | -13.02 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 4,139 | -13.08 | 384 | -14.51 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 32,192 | -4.32 | 2,986 | -5.78 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 24,851 | -0.78 | 2,305 | -2.29 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 945 | -35.63 | 88 | -36.96 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10,678 | -0.22 | 990 | -1.69 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7,835 | -75.44 | 727 | -76.03 | ||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6,747 | -8.34 | 625 | -9.81 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17,178 | -31.85 | 1,593 | -32.87 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 4,730 | -1.91 | 439 | -3.52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4,482,760 | -3.99 | 415,731 | -5.44 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 6,726 | -0.25 | 624 | -1.74 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 87,132 | -13.22 | 8,081 | -14.53 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 110,483 | -0.57 | 10,246 | -2.06 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 13,617 | -6.55 | 1,263 | -8.02 | ||||
| 2026-02-03 | 13F | Lubar & Co., Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1,085 | -31.55 | 101 | -32.89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2,712 | -41.18 | 252 | -42.17 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 365,834 | -28.02 | 33,927 | -29.11 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 575 | -14.18 | 0 | |||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 29,478 | -31.00 | 2,734 | -32.05 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 334 | -33.99 | 31 | -36.17 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 217,943 | -1.26 | 20 | 0.00 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Aries Wealth Management | 29,299 | -2.61 | 2,717 | -4.06 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 76,155 | -0.14 | 7,063 | -1.64 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 12,909 | -10.69 | 1,197 | -11.99 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 21,262 | -6.09 | 1,972 | -7.51 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 30,452 | -0.41 | 2,824 | -1.91 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1,942 | -20.51 | 180 | -21.74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2,376 | -0.38 | 220 | -1.79 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 532,541 | -0.82 | 49,388 | -2.32 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 117 | -35.36 | 11 | -41.18 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7,380 | -3.34 | 684 | -4.74 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 29,086 | -7.19 | 2,697 | -8.58 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58,542 | -20.79 | 5,429 | -21.97 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 172,101 | -0.58 | 15,961 | -2.08 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 346 | -7.49 | 32 | -8.57 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 2,716 | -25.75 | 252 | -27.03 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 216,124 | -3.74 | 20,043 | -5.20 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 57,953 | -1.95 | 5,375 | -3.43 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 59,544 | -11.73 | 5,279 | -16.91 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5,130 | -0.12 | 476 | -1.66 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 301,846 | -5.10 | 28,422 | -5.10 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 75,860 | -8.79 | 7,035 | -10.16 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 1,737 | -50.00 | 161 | -50.76 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 37,851 | -6.07 | 3,508 | -7.56 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 9,502 | -74.71 | 881 | -75.09 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 3,408 | -7.97 | 316 | -9.20 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 26 | -77.78 | 2 | -81.82 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4,682 | -16.50 | 434 | -17.65 | ||||
| 2026-05-15 | 13F | Family Management Corp | 21,694 | -67.29 | 2,012 | -67.80 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 600 | -94.74 | 56 | -94.87 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2,346 | -1.84 | 218 | -3.56 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 733,419 | -7.83 | 68,017 | 91,814.86 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 11,049 | -50.50 | 1,025 | -51.26 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 5,725 | -14.18 | 531 | -15.61 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5,249 | -27.80 | 487 | -28.95 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 40,730 | -4.73 | 3,777 | -6.16 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 7,014 | -45.19 | 651 | -46.06 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 49,279 | -59.86 | 4,570 | -60.46 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,521,231 | -9.19 | 141,079 | -10.56 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 480 | -35.83 | 45 | -37.14 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 2,173 | -1.98 | 202 | -3.37 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 7,427 | -0.31 | 689 | -1.85 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 70,042 | -10.15 | 6,496 | -11.51 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 22,610 | -4.28 | 2,097 | -5.76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6,964 | -30.88 | 646 | -31.96 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 21,439 | -1.41 | 1,988 | -2.88 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13,440 | -3.44 | 1,246 | -4.89 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 243,173 | -7.07 | 22,552 | -8.47 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 12,059 | -7.64 | 1,135 | -9.27 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 7,988 | -2.20 | 741 | -3.77 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 329 | -10.60 | 31 | -11.76 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 7,394 | -35.34 | 686 | -36.34 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15,728 | -0.47 | 1,459 | -1.95 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 4,851 | -0.66 | 450 | -2.18 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 2,367 | -14.33 | 220 | -15.77 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 10,248 | -0.29 | 950 | -1.76 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 114,795 | -1.39 | 10,646 | -2.34 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 98,668 | -0.17 | 9,150 | -1.68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3,391 | -5.52 | 314 | -6.82 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5,014 | -2.36 | 465 | -3.73 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 215,810 | -4.70 | 20,014 | -6.14 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 15,557 | -3.11 | 1,443 | -4.57 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3,248 | -5.47 | 306 | -5.26 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19,286 | -7.89 | 1,789 | -9.28 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 16,683 | -2.65 | 1,547 | -4.09 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 10 | -97.21 | 1 | -100.00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 266,927 | -13.80 | 25 | -17.24 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 231,033 | -3.07 | 21,426 | -5.52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 203,693 | -3.78 | 18,598 | -6.72 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 13,325 | -0.58 | 1,236 | -2.14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3,434 | -86.47 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 2,298 | -11.34 | 213 | -12.70 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 34,485 | -0.19 | 3,198 | -1.69 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 65,404 | -9.52 | 6,158 | -10.44 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4,469 | -1.37 | 414 | -2.82 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 56,032 | -2.60 | 5,196 | -4.06 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3,879 | -8.41 | 360 | -9.80 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Hoese & Co LLP | 17,681 | -5.37 | 1,640 | -6.82 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5,888 | -11.74 | 546 | -13.06 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 27,213 | -7.43 | 2,524 | -8.82 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 44,710 | -3.03 | 4,146 | -4.49 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7,863 | -1.06 | 729 | -2.54 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 5,823 | -2.59 | 540 | -3.91 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3,442 | -91.11 | 319 | -91.25 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 11,851 | -2.17 | 1,106 | -2.81 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6,868 | -27.99 | 637 | -29.18 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 106 | -43.62 | 10 | -47.06 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8,098 | -20.30 | 765 | -19.98 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 7,915 | -0.04 | 734 | -1.48 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 11,930 | -0.08 | 1,122 | -0.53 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7,031 | -4.60 | 652 | -5.92 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 36,809 | -9.44 | 3,414 | -10.82 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 749 | -61.33 | 69 | -62.09 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 3,456 | -2.81 | 321 | -4.19 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 31,162 | -14.47 | 2,890 | -15.77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 492,726 | -2.09 | 45,695 | -3.57 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 83,101 | -0.13 | 7,707 | -1.63 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 16,930 | -24.31 | 1,589 | -24.62 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1,051 | -14.76 | 98 | -16.38 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 2,929 | -19.49 | 272 | -20.76 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6,942 | -4.59 | 644 | -6.13 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 678 | -6.87 | 63 | -8.82 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6,394 | -0.47 | 603 | -0.17 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 35,074 | -4.43 | 3,253 | -5.88 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24,329 | -2.79 | 2,256 | -4.24 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 109,318 | -2.48 | 10,138 | -3.94 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 45,014 | -9.45 | 4,175 | -10.81 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 53,106 | -16.21 | 4,925 | -17.46 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 3,000 | -0.30 | 278 | -1.77 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 1,373 | -40.59 | 127 | -41.47 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1,154 | -3.59 | 107 | -4.46 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 8,917 | -16.21 | 828 | -17.47 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 29,241 | -70.85 | 2,712 | -71.29 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 217 | -54.03 | 20 | -54.55 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 228,169 | -6.58 | 21,160 | -7.99 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 157,477 | -25.49 | 14,604 | -26.61 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 87,678 | -11.74 | 8,256 | -12.65 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 2,687 | -0.37 | 249 | -1.58 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 21,524 | -16.39 | 1,996 | -18.33 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 5,864 | -4.21 | 544 | -5.73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53,176 | -85.98 | 4,932 | -86.20 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3,100 | -59.21 | 287 | -59.86 | |||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 4,090 | -7.61 | 379 | -8.89 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 3,216 | -34.94 | 298 | -35.91 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 103,559 | -2.12 | 9,604 | -3.58 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 4,407 | -1.89 | 409 | -3.55 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 20,665 | -2.55 | 1,917 | -4.01 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 2,696 | -1.28 | 250 | -2.72 |
