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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 110,728 | -0.34 | 3,934 | 2.77 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1,162,927 | -1.46 | 41,319 | 1.60 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 458,813 | -4.91 | 16,302 | -1.95 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 596,488 | -4.32 | 21,193 | -1.35 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 78,115 | -10.64 | 2,775 | -7.87 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 635,052 | -3.94 | 22,563 | -0.95 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 8,648 | -42.75 | 307 | -40.96 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 550,199 | -27.41 | 19,549 | -25.15 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 292,937 | -1.46 | 10,408 | 1.60 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 1,318,049 | -4.94 | 47 | -2.13 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1,341,057 | -46.34 | 47,647 | -45.79 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 662,337 | -0.35 | 23,533 | 2.74 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7,120 | -10.16 | 246 | -10.26 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 129,994 | -3.03 | 4,484 | -3.43 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 646,208 | -44.77 | 22,960 | -43.06 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 245,608 | -0.15 | 8,726 | 2.96 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3,500 | -42.81 | 124 | -40.95 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 292 | -46.32 | 10 | -44.44 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 170,084 | -4.88 | 6,043 | -1.92 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 272 | -70.21 | 9 | -68.97 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 38,060 | -5.82 | 1,352 | -2.87 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 494,724 | -13.35 | 17,578 | -10.66 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18,320 | -7.70 | 651 | -4.83 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 702,206 | -5.15 | 24,949 | -2.21 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 76,187 | -3.85 | 2,707 | -0.88 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 165,905 | -0.33 | 5,895 | 2.75 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1,959,163 | -4.81 | 69,609 | -1.85 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 52,832 | -0.19 | 1,877 | 2.91 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 82,432 | -1.29 | 2,929 | 1.77 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 126,583 | -4.25 | 4,497 | -1.27 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 13,072 | -8.46 | 464 | -5.88 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 8,491 | -45.61 | 302 | -43.95 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 349,805 | -45.40 | 12,429 | -43.71 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2,603,022 | -3.54 | 92,485 | -0.55 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5,775 | -26.06 | 205 | -23.79 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 71,733 | -11.11 | 2,549 | -8.35 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 457,745 | -1.19 | 16,264 | 1.88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 184,798 | -1.53 | 6,566 | 1.52 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 16,222,174 | -1.90 | 576,374 | 1.15 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Syverson Strege & Co | 2,029,733 | -1.79 | 72,116 | 1.26 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 44,139 | -0.70 | 2 | 0.00 | ||||
| 2026-02-17 | 13F | Family Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 384,266 | -2.66 | 13,653 | 0.36 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 22,723 | -31.48 | 807 | -29.33 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 806,005 | -3.38 | 28,637 | -0.38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 548 | -4.03 | 19 | 0.00 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 76,235 | -10.97 | 2,895 | -1.86 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 19,284 | -48.70 | 685 | -47.10 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 800,249 | -5.34 | 28,433 | -2.40 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 63,884 | -0.87 | 2,270 | 2.21 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 13,074 | -13.81 | 465 | 1,684.62 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7,079 | -9.98 | 252 | -7.04 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 72,426 | -4.03 | 2,573 | -1.04 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1,849 | -75.78 | 66 | -75.29 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 30,860 | -3.39 | 1,063 | 1.53 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 154,270 | -1.30 | 5,481 | 1.76 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 171,092 | -0.55 | 6,079 | 2.53 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 205,211 | -2.34 | 7,291 | 0.70 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 282,074 | -10.60 | 10,022 | -7.82 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 204,535 | -1.31 | 7,267 | 1.75 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 668,782 | -0.72 | 23,762 | 2.36 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 3,227,612 | -0.11 | 114,677 | 3.00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4,316,541 | -15.78 | 153,367 | -13.16 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2,408,781 | -4.41 | 85,584 | -1.44 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 113,042 | -12.27 | 4,016 | -14.72 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 163,413 | -38.25 | 5,899 | -36.60 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1,080,106 | -6.65 | 38,376 | 0.72 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 11,745 | -1.53 | 417 | 1.46 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 778,819 | -11.60 | 29,661 | -5.91 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 413,268 | -1.53 | 14,683 | 1.54 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 95,095 | -0.52 | 3,379 | 2.55 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 366,909 | -11.16 | 13,036 | -8.40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10,067 | -24.01 | 358 | -21.71 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 28,725 | -5.01 | 1,021 | -2.11 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 617 | -18.82 | 22 | -19.23 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 16,346 | -3.41 | 581 | -0.51 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6,949 | -9.06 | 247 | -6.46 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 4,234,459 | -2.54 | 150,450 | 5.60 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 69,012 | -2.02 | 2,452 | 0.99 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 149,774 | -2.08 | 5,321 | 0.66 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 228,651 | -3.21 | 8,124 | -0.21 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 1,054,038 | -0.98 | 37,450 | 2.09 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 377 | -44.48 | 13 | -43.48 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 16,101 | -47.79 | 572 | -46.14 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 32,269 | -0.38 | 1,147 | -1.04 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 18,486 | -4.57 | 657 | -1.65 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 19,096 | -2.77 | 678 | 0.30 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 108,458 | -4.39 | 3,854 | -1.41 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 580,784 | -2.60 | 20,635 | 0.43 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 11,799 | -7.70 | 419 | -4.77 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 872,760 | -6.93 | 31,009 | -4.04 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 2,611,359 | -8.44 | 92,782 | -5.60 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 260,049 | -1.04 | 9,240 | 2.03 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 451,223 | -0.45 | 16,032 | 2.64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 597,730 | -1.58 | 20,616 | -1.50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4,129 | -4.86 | 147 | -2.01 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 59,260 | -0.34 | 2,106 | 2.78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 525,511 | -17.44 | 1,399 | -93.63 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 900,526 | -3.02 | 31,996 | -0.01 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 290 | -34.98 | 10 | -33.33 | ||||
| 2026-04-17 | 13F | Tencap Wealth Coaching, LLC | 1,461,824 | -2.74 | 51,968 | 0.29 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 3,515,056 | -0.23 | 124,890 | 2.87 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 11,133 | -2.64 | 415 | 4.53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 258,803 | -3.49 | 9,195 | -0.49 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 1,570,653 | -1.50 | 55,805 | 1.55 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 216,596 | -7.00 | 7,696 | -4.12 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 268,030 | -4.81 | 9,523 | -1.84 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 1,073,062 | -0.97 | 38,126 | 2.10 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 343,333 | -0.41 | 12,199 | 2.68 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 7,688 | -0.06 | 273 | 3.02 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4,304 | -26.38 | 153 | -24.38 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 15,587 | -9.08 | 554 | -6.75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13,599 | -9.99 | 483 | -7.12 | ||||
| 2026-05-15 | 13F | Independent Financial Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 132,564 | -1.82 | 4,710 | 1.23 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 31,769 | -0.00 | 1,129 | 3.11 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11,253 | -4.03 | 400 | -1.24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 711,121 | -11.59 | 25,266 | -8.83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 132,053 | -10.90 | 4,692 | -8.15 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 434,521 | -0.14 | 15,439 | 2.96 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 798,853 | -0.09 | 28,383 | 3.01 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 578,787 | -1.00 | 20,564 | 2.07 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 12,310 | -10.81 | 437 | -8.00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 25,464 | -70.29 | 905 | -69.39 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 2,519,087 | -0.02 | 89,503 | 3.09 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 949,884 | -1.32 | 33,749 | 1.75 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 37,923 | -0.87 | 1,347 | 2.20 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 69,310 | -0.58 | 2,463 | 2.50 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 19,526 | -17.85 | 694 | -15.38 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 26,876 | -3.38 | 955 | -0.42 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3,801 | -0.16 | 131 | 4.84 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 971 | -35.48 | 34 | -33.33 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2,187,179 | -0.03 | 77,710 | 3.08 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 308,039 | -6.96 | 10,945 | -4.08 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 30,428 | -5.04 | 1,081 | -2.08 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 618,312 | -1.09 | 21,969 | 1.98 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 342,652 | -0.00 | 12,174 | 3.10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1,247,780 | -2.99 | 44,334 | 0.02 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 4,309 | -14.28 | 153 | -11.56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 5,775 | -26.06 | 205 | -23.79 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 439,135 | -2.00 | 15,604 | 1.05 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 296,324 | -0.14 | 11,213 | 9.65 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 621,030 | -10.61 | 22,065 | -7.84 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Torren Management, LLC | 86,022 | -0.11 | 3,056 | 3.00 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 64,417 | -0.22 | 2,289 | 2.88 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 14,346 | -3.94 | 510 | -0.97 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 574,022 | -0.87 | 20,395 | 2.21 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 47,666 | -0.91 | 1,694 | 2.17 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 9,016 | -0.12 | 320 | 2.89 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 58,696 | -0.47 | 2,085 | 2.61 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 17,524 | -0.47 | 623 | 2.64 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 39,470 | -0.62 | 1,402 | 2.49 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 9,120 | -4.48 | 324 | -1.52 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 1,361,259 | -2.89 | 48,366 | 0.13 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 108,130 | -4.83 | 3,726 | 0.03 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 8,457 | -2.64 | 300 | 0.33 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 186,000 | -3.44 | 6,609 | -0.44 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4,466,470 | -0.34 | 158,694 | 2.76 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 7,173 | -0.76 | 255 | 2.01 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 6,055,549 | -2.39 | 215 | 0.94 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 1,261,255 | -1.91 | 44,812 | 1.14 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 179,987 | -1.07 | 6,395 | 1.99 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 303,850 | -2.44 | 10,796 | 0.59 | ||||
| 2026-04-29 | 13F | Miramar Fiduciary Corp | 1,915,823 | -8.06 | 68,069 | -5.21 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 51,217 | -6.52 | 1,820 | -3.65 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10,073 | -3.37 | 358 | -2.46 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 790,627 | -0.08 | 28,091 | 3.02 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36,743 | -6.53 | 1,305 | -3.62 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 1,159,923 | -1.72 | 41,212 | 1.33 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 286,195 | -0.40 | 10,689 | 5.77 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1,385,033 | -0.46 | 49,210 | 2.63 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 485,928 | -3.91 | 17,265 | -0.93 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2,461,444 | -2.13 | 87,455 | 0.91 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 0 | -100.00 | 0 |
