Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Vestment Financial LLC | 24,564 | -5.60 | 924 | 4.77 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 20,943 | -7.08 | 709 | -3.41 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 181,883 | -2.37 | 6,159 | 1.50 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 120,098 | -2.07 | 4,067 | 1.80 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 59,227 | -0.03 | 2,005 | 3.94 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 12,087,652 | -0.65 | 409,288 | 3.29 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 418,665 | -2.64 | 14,176 | 1.21 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 10,024 | -5.83 | 339 | -2.02 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 250,564 | -39.25 | 8,484 | -36.85 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 38,182 | -2.32 | 1,293 | 1.49 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 29,711 | -4.51 | 1,006 | -0.69 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 127,528 | -2.15 | 4,318 | 1.74 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5,251 | -6.67 | 178 | -3.28 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 399 | -15.47 | 14 | -13.33 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1,646,838 | -2.36 | 55,753 | 1.49 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 6,869 | -57.79 | 225 | -57.82 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 48,966 | -31.96 | 1,658 | -29.31 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 34,119 | -8.27 | 1,155 | -4.62 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 74,382 | -1.83 | 2,519 | 2.07 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 717,027 | -4.61 | 24 | 0.00 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 21,460 | -5.14 | 727 | -1.36 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 174,471 | -3.05 | 5,908 | 1.13 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 152,642 | -2.13 | 5,703 | 12.27 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 51,682 | -12.25 | 1,750 | -8.81 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 362,031 | -4.28 | 12,258 | -0.49 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 30,646 | -3.14 | 1,038 | 0.68 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 137,998 | -0.15 | 4,673 | 3.80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 16,438 | -96.72 | 557 | -96.59 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 15,729 | -1.14 | 1 | |||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 110,404 | -23.72 | 3,738 | -20.69 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fmb Wealth Management | 85,045 | -46.92 | 2,880 | -44.82 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 69,561 | -1.24 | 2,355 | 2.66 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 83,886 | -1.64 | 2,840 | 2.27 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 88,056 | -6.47 | 2,982 | -2.77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 31,040 | -5.43 | 1,011 | -2.32 | ||||
| 2026-02-04 | 13F | Schubert & Co | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 45,745 | -1.64 | 1,549 | 2.25 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 22 | -4.35 | 1 | |||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 247,630 | -0.88 | 8,385 | 3.05 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 769,872 | -3.18 | 26,068 | 0.66 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 763,514 | -39.25 | 25,807 | -39.56 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 17,532 | -1.68 | 594 | 2.24 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 10,286 | -3.93 | 335 | -3.74 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 273,986 | -1.44 | 9,277 | 2.46 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,924,506 | -7.84 | 65,164 | -4.18 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2,436,299 | -4.63 | 82,493 | -0.85 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 139,850 | -4.72 | 4,735 | -0.94 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 246,771 | -0.76 | 8,356 | 3.16 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 42,534 | -2.63 | 1,440 | 1.27 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 61,298 | -0.18 | 2,076 | 3.75 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 529,415 | -8.49 | 17,926 | -4.87 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 267,339 | -2.27 | 9,052 | 1.61 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 174,904 | -2.73 | 5,922 | 1.13 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 86,437 | -6.60 | 2,927 | -9.86 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 39,746 | -10.10 | 1,346 | -6.53 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 166,676 | -0.07 | 5,644 | 3.88 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 11,289 | -4.35 | 382 | -0.52 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 96,685 | -16.49 | 3,274 | -13.21 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 43,043 | -4.02 | 1,457 | -0.21 | ||||
| 2026-01-14 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 53,345 | -0.55 | 1,806 | 3.44 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 87,492 | -2.33 | 2,962 | 1.54 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6,906 | -14.16 | 234 | -11.07 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 12 | -99.25 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 22,251 | -7.70 | 753 | -4.08 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 257,683 | -0.25 | 8,725 | 3.71 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 15,348 | -13.10 | 520 | -9.74 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 18,973 | -0.49 | 642 | 3.55 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51,670 | -0.20 | 1,750 | 3.74 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 478,572 | -4.36 | 16,204 | -0.58 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 542,811 | -31.31 | 18,488 | -30.64 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 57,096 | -36.42 | 1,933 | -33.89 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 699,905 | -1.41 | 23,699 | 2.50 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8,198 | -5.33 | 278 | -1.77 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 500,273 | -1.32 | 16,939 | 2.59 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 606,357 | -7.18 | 19,834 | -6.79 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 415,746 | -76.54 | 14,077 | -75.61 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 592,892 | -1.63 | 20,075 | 2.26 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 241,138 | -1.21 | 8,165 | 2.69 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 61,833 | -13.18 | 2,094 | -9.75 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | rebel Financial LLC | 24,053 | -6.50 | 814 | -2.75 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 454,437 | -2.86 | 15,387 | 0.99 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 414,880 | -0.28 | 14,048 | 3.67 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 23,517 | -0.91 | 796 | 3.11 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 56,140 | -0.52 | 1,901 | 3.43 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 515,358 | -4.97 | 17,450 | -1.20 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 18,941 | -5.62 | 641 | -1.84 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 26,717 | -5.30 | 1 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 7,040 | -0.61 | 238 | 3.48 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 80,648 | -5.67 | 2,731 | -1.94 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 51,595 | -0.48 | 1,747 | 3.50 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 558 | -14.68 | 19 | -14.29 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 8,034 | -2.62 | 272 | 1.49 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 7,955 | -3.21 | 269 | 0.75 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 187,793 | -13.29 | 6,359 | -9.85 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 16,832 | -16.45 | 570 | -13.26 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 295,896 | -5.99 | 10,019 | -2.25 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Flagstone Financial Management | 31,426 | -0.75 | 1,064 | 3.20 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 9,365 | -1.06 | 317 | 2.92 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 25,356 | -4.26 | 859 | -0.46 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 8,356 | -14.61 | 272 | -11.69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 60,082 | -3.21 | 2,034 | 0.64 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 343,800 | -2.19 | 11,641 | 1.69 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 60,762 | -5.76 | 2,057 | -2.05 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 199,511 | -45.71 | 6,755 | -43.56 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 58,748 | -5.58 | 1,989 | -1.83 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2,635 | -81.48 | 89 | -80.78 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 67,749 | -5.18 | 2,294 | -1.46 | ||||
| 2026-05-12 | 13F | Creative Planning | 1,440,907 | -3.36 | 48,789 | 0.47 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 19,958 | -3.40 | 676 | 0.45 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 712 | -3.13 | 24 | 4.35 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 15,007 | -6.29 | 508 | -2.50 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 14,297 | -4.55 | 484 | -0.62 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 11,342 | -0.38 | 384 | 3.78 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 104,929 | -1.83 | 3,553 | 2.04 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 154,811 | -3.67 | 5,242 | 0.13 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 584,856 | -8.75 | 19,803 | -5.13 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 31,314 | -4.43 | 1,060 | -0.66 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 365,577 | -8.67 | 12,378 | -5.05 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 587,776 | -1.56 | 19,902 | 2.34 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 752,507 | -6.76 | 25 | -99.90 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 714,267 | -7.65 | 24,185 | -3.99 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3,795,256 | -3.45 | 128,507 | 0.37 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 858,565 | -3.01 | 29,071 | 0.83 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 306,050 | -4.43 | 10,363 | -0.64 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 56,509 | -0.76 | 1,913 | 3.18 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 9,187 | -1.56 | 311 | 2.64 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 38,510 | -13.95 | 1,304 | -4.12 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 47,721 | -0.19 | 1,616 | 3.73 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 85,263 | -7.05 | 2,887 | -3.35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 862,196 | -3.14 | 29,194 | 0.69 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 850,754 | -1.18 | 28,807 | 2.74 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 7,434 | -11.57 | 252 | -8.06 | ||||
| 2026-04-22 | 13F | Motco | 534 | -82.43 | 18 | -81.82 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 14,557 | -10.35 | 493 | -6.82 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 63,400 | -1.80 | 2,147 | 2.09 | ||||
| 2026-05-14 | 13F | Betterment LLC | 305,674 | -5.05 | 10 | 0.00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 574,782 | -18.63 | 19,462 | -15.40 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 9,154 | -1.99 | 298 | 1.36 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 88,499 | -22.29 | 2,997 | -19.22 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 6,619 | -34.18 | 224 | -31.50 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 15,717 | -6.03 | 532 | -2.21 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 48,508 | -7.83 | 1,642 | -4.20 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 606,150 | -1.51 | 20,524 | 2.39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 444,593 | -5.23 | 15,054 | -1.48 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 38,324 | -0.64 | 1,298 | 3.26 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | DDFG, Inc | 328,561 | -6.58 | 11,125 | -2.88 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 318,615 | -0.83 | 10,788 | 3.10 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 51,358 | -0.83 | 1,739 | 3.08 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 5,937 | -6.43 | 201 | -2.43 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 42,970 | -0.94 | 1,455 | 2.97 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 338,166 | -2.86 | 11,450 | 0.99 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 9,270 | -4.30 | 314 | -0.63 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 247,931 | -0.17 | 8,395 | 3.77 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 112,734 | -3.72 | 3,817 | 0.10 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 24,640 | -13.69 | 803 | -10.89 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 35,656 | -2.82 | 1,207 | 1.00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 616,083 | -3.42 | 20,861 | 0.40 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 11,657 | -0.30 | 395 | 3.68 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 16,805 | -0.95 | 569 | 3.08 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 224 | -37.95 | 8 | -36.36 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 236,533 | -10.74 | 8,009 | -7.21 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 671,726 | -0.11 | 22,745 | 3.84 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 12,996 | -6.77 | 440 | -3.08 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 59,860 | -3.21 | 2,027 | 0.60 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 207,842 | -16.05 | 7,038 | -12.72 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 68,893 | -11.68 | 2,244 | -8.78 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 153,733 | -2.25 | 5,205 | 1.62 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 204,960 | -3.48 | 6,940 | 0.33 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 8,643 | -1.86 | 293 | 2.10 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 30,178 | -3.88 | 1,022 | -0.10 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 36,107 | -6.66 | 1,223 | -2.94 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 156,704 | -46.11 | 5,306 | -43.99 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 627,078 | -0.43 | 21,233 | 3.52 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 14,391 | -8.46 | 487 | -4.88 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 253,863 | -38.68 | 8,596 | -36.26 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 20,883 | -7.23 | 707 | -3.55 | ||||
| 2026-05-14 | 13F | Clg Llc | 18,363 | -3.64 | 622 | 0.16 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 27,607 | -2.14 | 935 | 1.74 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 274,718 | -0.37 | 10,203 | 13.62 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 21,125 | -7.67 | 715 | -4.03 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 188,414 | -2.87 | 6,380 | 0.98 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 14,210 | -1.35 | 481 | 2.56 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 12,749 | -11.72 | 432 | -8.30 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 93,700 | -3.94 | 3,173 | -0.13 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 31,490 | -0.03 | 1,066 | 4.00 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5,854 | -23.05 | 223 | -9.72 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 10,641 | -0.82 | 360 | 3.15 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 187,793 | -13.29 | 6,359 | -9.85 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 223,022 | -6.32 | 8,042 | -0.56 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 4,632 | -4.42 | 157 | -0.64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2,351,377 | -1.51 | 79,618 | 2.39 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 63,111 | -5.27 | 2,269 | 0.93 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 425,244 | -2.13 | 14,399 | 1.75 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 170,293 | -3.70 | 5,704 | 10.09 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15,745 | -2.54 | 533 | 1.33 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 65,301 | -3.72 | 2,211 | 110,450.00 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 1,073,678 | -0.34 | 36,355 | 3.61 |
