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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 7,417 | -29.52 | 335 | -32.11 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1,981,512 | -1.95 | 89,356 | 3.63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 295,928 | -4.99 | 13,352 | -8.40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 633,069 | -4.74 | 28,564 | -8.16 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 129,601 | -1.01 | 5,848 | -4.57 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6,591 | -0.35 | 297 | -3.88 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 849,291 | -3.56 | 38,320 | -7.02 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 12,671 | -17.75 | 572 | -12.69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 129,493 | -0.29 | 5,843 | -3.88 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 2,299,502 | -5.22 | 103,754 | -8.62 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10,760 | -2.78 | 485 | -6.19 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 34,537 | -0.27 | 1,713 | 5.74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 44,480 | -0.84 | 2,007 | -4.43 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 5,861 | -2.43 | 264 | -6.05 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 31,894 | -2.19 | 1,439 | -5.70 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 40,517 | -4.70 | 1,828 | -8.09 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 39,749 | -6.14 | 1,793 | -9.54 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 86,124 | -50.49 | 3,886 | -52.27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 58,237 | -1.49 | 2,554 | -8.40 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 91,140 | -41.89 | 4,112 | -43.98 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 148,759 | -7.61 | 6,712 | -10.94 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 22,635 | -1.97 | 1,021 | -5.46 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 4,764 | -1.47 | 223 | 38.75 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 216,785 | -11.70 | 9,781 | -14.87 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 88,525 | -44.66 | 3,994 | -46.64 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 29,682 | -13.29 | 1,339 | -16.42 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1,278,772 | -4.80 | 57,698 | -8.22 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 100,736 | -0.53 | 4,545 | -4.09 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 13,048 | -12.16 | 589 | -15.40 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 32,266 | -1.46 | 1,456 | -5.03 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 10,995 | -3.92 | 496 | -7.29 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 26,747 | -0.76 | 1,207 | -4.36 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 32,034 | -2.37 | 1,445 | -5.86 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 135,851 | -12.77 | 6,130 | -15.90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 109,700 | -16.76 | 4,950 | -19.75 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 5,800 | -17.14 | 262 | -20.18 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 7,494 | -14.25 | 338 | -17.16 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 25,832 | -1.63 | 1 | 0.00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 28,350 | -2.49 | 1,279 | -5.96 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 1,196,470 | -5.54 | 59,261 | -1.73 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 217,434 | -0.29 | 9,811 | -3.87 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 33,425 | -0.44 | 1,508 | -4.01 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 230,291 | -89.49 | 10,474 | -89.97 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21,150 | -0.19 | 954 | -3.73 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 55,953 | -1.06 | 2,525 | -4.61 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 10,387 | -1.10 | 469 | -4.68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47,167 | -20.46 | 2,128 | -23.32 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 188,393 | -1.65 | 8,500 | -5.18 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 904,653 | -3.19 | 40,818 | -6.67 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 56,317 | -69.01 | 2,541 | -70.13 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 40,121 | -0.03 | 1,810 | -3.62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 523,235 | -17.16 | 23,608 | -20.14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 44,553 | -0.40 | 2,010 | -3.97 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 19,407 | -0.28 | 941 | 3.30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 488,298 | -8.96 | 22,032 | -12.23 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 66,273 | -5.23 | 2,990 | -8.62 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 24,811 | -3.21 | 1,119 | -6.67 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 814,303 | -1.30 | 36,741 | -4.84 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 210,828 | -0.63 | 9,513 | -4.19 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 109,418 | -10.73 | 4,937 | -13.95 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 130,945 | -0.34 | 5,908 | -3.92 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1,780 | -46.88 | 80 | -48.72 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 4,479,578 | -0.56 | 202,119 | -4.13 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 248,284 | -17.86 | 11,203 | -20.81 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 79,680 | -4.09 | 3,595 | -7.54 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 32,340 | -14.09 | 1,459 | -17.15 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 1,270,608 | -0.64 | 57,330 | -4.21 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1,110,841 | -31.39 | 50,765 | -34.01 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 9,708 | -0.55 | 438 | -3.74 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6,702 | -16.83 | 342 | -10.50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 55,289 | -45.64 | 2,495 | -47.61 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 119,992 | -1.41 | 5,414 | -4.95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 48,178 | -84.26 | 2,174 | -84.83 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 251,385 | -2.34 | 11,342 | -5.85 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 149,254 | -4.13 | 6,734 | -7.56 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 122,383 | -0.06 | 5,522 | -3.66 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 19,170 | -12.45 | 865 | -15.62 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 6,532 | -31.26 | 295 | -33.78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 21,741 | -9.20 | 981 | -12.50 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 23,078 | -20.21 | 1,041 | -23.06 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 55,004 | -1.94 | 2,482 | -6.20 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1,132,361 | -2.92 | 51,092 | -6.40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7,361 | -4.54 | 332 | -7.78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 64,253 | -1.70 | 85 | -97.22 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 162,939 | -2.29 | 7,352 | -5.80 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18,816 | -54.34 | 849 | -55.96 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 50,467 | -2.44 | 2,277 | -5.91 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | FCG Investment Co | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 296,675 | -8.33 | 13,386 | -11.62 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 214,662 | -12.80 | 9,686 | -15.93 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 64,347 | -8.35 | 2,903 | -11.63 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 15,693 | -2.15 | 708 | -5.60 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1,591 | -80.17 | 72 | -81.07 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25,817 | -11.08 | 1,165 | -14.28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 120,829 | -7.80 | 5,452 | -11.12 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 37,197 | -1.17 | 1,678 | -4.71 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 7,581 | -4.92 | 342 | -8.31 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 127,158 | -2.18 | 5,737 | -5.69 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 28,397 | -3.08 | 1,281 | -6.56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 242,374 | -6.47 | 10,936 | -9.84 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1,402 | -15.59 | 63 | -18.18 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 6,560 | -2.25 | 296 | -5.73 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 5,039 | -39.50 | 227 | -41.65 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1,129 | -4.40 | 51 | -9.09 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 51,468 | -1.68 | 2,322 | -5.19 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 451,855 | -59.80 | 20 | -99.96 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 23,524 | -1.63 | 1,061 | -5.18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Awm Capital, Llc | 586,424 | -0.66 | 26,459 | -4.23 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1,105,138 | -1.48 | 54,240 | 1.09 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 10,396 | -0.22 | 469 | -3.70 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 160,455 | -5.56 | 7,240 | -8.95 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 51,511 | -6.52 | 2,324 | -9.85 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 12,858 | -2.50 | 580 | -6.00 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 247,978 | -0.90 | 11,189 | -4.47 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 26,703 | -0.30 | 1,205 | -3.91 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 17,795 | -0.18 | 803 | -3.84 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 18,906 | -0.58 | 853 | -4.05 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 21,812 | -1.80 | 984 | -5.29 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 59,032 | -9.19 | 2,664 | -12.46 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 4,837 | -5.97 | 226 | -3.83 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 60,782 | -3.97 | 2,742 | -7.43 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 847,418 | -0.69 | 38,236 | -4.25 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,582 | -14.08 | 207 | -17.27 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 20,994 | -13.78 | 947 | -16.86 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 180,771 | -0.03 | 8,156 | -3.62 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6,781 | -0.09 | 306 | -3.79 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 4,960 | -4.02 | 224 | -7.47 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 16,245 | -4.74 | 733 | -8.27 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 13,030 | -6.80 | 588 | -10.24 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 61,009 | -1.72 | 2,753 | -5.27 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 70,307 | -1.71 | 3,172 | -5.23 | ||||
| 2026-05-14 | 13F | Betterment LLC | 558,284 | -7.67 | 25 | -10.71 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 9,348 | -11.92 | 422 | -15.12 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 5,427 | -30.45 | 245 | -33.15 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 54,418 | -22.42 | 2,455 | -25.20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,052,401 | -0.53 | 47,484 | -4.10 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6,296 | -15.08 | 284 | -17.92 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 39,547 | -2.40 | 1,784 | -7.08 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 606,337 | -4.42 | 27,358 | -7.85 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 15,602 | -6.93 | 704 | -10.33 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3,221,110 | -2.46 | 145,337 | -5.96 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 61,441 | -4.50 | 2,772 | -7.91 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 15,791 | -10.84 | 712 | -14.01 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 31,504 | -8.26 | 1,421 | -11.57 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 65,957 | -5.76 | 2,976 | -9.16 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 719,165 | -10.52 | 32,470 | -13.66 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 1,093,723 | -0.74 | 53,680 | 4.10 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 897,061 | -1.35 | 40,475 | -4.89 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 68,720 | -0.09 | 3,101 | -3.70 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 2,068,805 | -3.51 | 93,344 | -6.98 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 16,595 | -0.91 | 749 | -4.47 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 35,464 | -1.81 | 1,600 | -5.33 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 421,523 | -0.04 | 19,727 | -0.04 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 8,937 | -15.59 | 403 | -18.59 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 4,660 | -2.65 | 210 | -6.25 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 17,012 | -0.19 | 768 | -3.76 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 34,466 | -40.22 | 1,555 | -42.36 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 409,434 | -0.14 | 18,474 | -3.73 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 50,683 | -3.46 | 2,287 | -6.92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14,274 | -6.03 | 644 | -9.30 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20,324 | -54.15 | 917 | -55.79 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 76,996 | -10.49 | 3,474 | -13.69 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 21,568 | -5.30 | 973 | -8.64 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 2,622,490 | -1.21 | 118,327 | -4.75 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 962,980 | -0.31 | 43 | -4.44 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 432,980 | -0.28 | 19,536 | -3.86 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11,432 | -5.31 | 516 | -8.85 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 70,452 | -0.94 | 3,179 | -4.51 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2,710 | -6.23 | 122 | -9.63 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 204 | -47.56 | 9 | -50.00 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 99,369 | -0.98 | 4,484 | -4.54 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 86,172 | -0.76 | 3,888 | -4.31 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 8,753 | -0.08 | 395 | -3.67 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 299,017 | -0.85 | 14,069 | -2.14 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 12,272 | -13.18 | 554 | -16.34 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 12,193 | -19.77 | 550 | -22.64 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 308,167 | -0.42 | 13,905 | -4.00 |
