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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 155,349 | -33.00 | 7,601 | -27.49 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 133,987 | -8.49 | 6,556 | -0.97 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 40,093 | -1.84 | 1,962 | 6.23 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 10,771 | -1.25 | 527 | 6.90 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8 | -89.74 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 13,535 | -58.07 | 662 | -54.63 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9,585 | -4.36 | 469 | 3.31 | ||||
| 2026-04-22 | 13F | Motco | 619 | -88.97 | 30 | -88.14 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 46,977 | -82.86 | 2,299 | -81.46 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9,684 | -44.75 | 474 | -40.28 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 279,631 | -0.24 | 13,682 | 7.98 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 6,279 | -3.44 | 307 | 4.42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19,401 | -12.68 | 877 | -8.07 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3,808 | -21.27 | 186 | -14.68 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 141,335 | -0.65 | 6,916 | 7.53 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 34,911 | -0.27 | 1,578 | 4.99 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3,915 | -3.02 | 192 | 4.95 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 12,838 | -9.55 | 628 | -2.03 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 110,066 | -11.72 | 5,386 | -4.45 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9,100 | -0.68 | 445 | 7.49 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 31,694 | -4.91 | 1,551 | 2.92 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,054 | -16.75 | 52 | -10.53 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2,340 | -35.31 | 116 | -32.35 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3,104 | -52.28 | 148 | -50.17 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 19 | -97.24 | 1 | -100.00 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 2,442,949 | -1.95 | 120 | 6.25 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1,729,437 | -6.46 | 84,621 | 1.24 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 70,868 | -0.65 | 3,468 | 7.54 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 24,435 | -97.02 | 1,196 | -96.78 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 336,079 | -8.01 | 16,444 | -0.44 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 82,825 | -0.98 | 4,053 | 7.17 | ||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 322 | -11.29 | 16 | -6.25 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4,219 | -15.59 | 206 | -8.44 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 100,113 | -28.66 | 4,899 | -22.79 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 5,953 | -0.13 | 291 | 8.18 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 16,455 | -2.53 | 805 | 5.50 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 85,161 | -6.25 | 4,167 | 1.46 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 24,380 | -1.56 | 1,102 | 11.20 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 3,101 | -6.85 | 152 | 0.67 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 9,978 | -0.01 | 488 | 8.20 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1,510 | -31.67 | 74 | -26.26 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1,492,540 | -6.84 | 73,030 | 0.83 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 28,979 | -2.44 | 1,418 | 5.59 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 8,970 | -0.72 | 439 | 7.35 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 73,938 | -3.23 | 3,618 | 4.72 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 27,296 | -2.05 | 1,336 | 1.60 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 644,359 | -5.98 | 31,528 | 1.76 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 48,507 | -5.70 | 2,373 | 2.06 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 42,268 | -8.72 | 2,068 | -1.19 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 3,988 | -17.89 | 195 | -10.96 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 37,622 | -20.52 | 1,841 | -13.98 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 124,560 | -0.37 | 6,095 | 7.82 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4,764 | -4.57 | 226 | 0.44 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 7,470 | -1.50 | 366 | 6.73 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 71,055 | -1.08 | 3,477 | 7.05 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 198,892 | -55.34 | 9,732 | -51.67 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8,581 | -23.00 | 420 | -16.70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 509,963 | -5.70 | 25 | 0.00 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 136,439 | -4.78 | 6,676 | 3.06 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 45,634 | -0.96 | 2,063 | 4.24 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 10,443 | -5.80 | 511 | 1.80 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 7,976 | -3.03 | 390 | 5.12 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 51,063 | -13.88 | 2,499 | -6.79 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 640,326 | -14.25 | 31,331 | -7.19 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14,592,927 | -20.94 | 707,689 | -17.30 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 19,663 | -34.88 | 962 | -29.52 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 13,334 | -3.66 | 652 | 4.32 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 148,983 | -14.66 | 7,290 | -7.64 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 203,633 | -5.72 | 9,964 | 2.03 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 192,672 | -1.83 | 9,427 | 6.26 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 350 | -30.42 | 17 | -22.73 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 500 | -98.60 | 23 | -98.56 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 77,840 | -1.61 | 3,809 | 6.49 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 34,772 | -4.44 | 1,721 | 4.56 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 223,450 | -2.91 | 10,933 | 5.08 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8,633 | -93.44 | 422 | -92.90 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 8,309 | -23.52 | 376 | -19.53 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 482,871 | -0.81 | 23,627 | 7.35 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 101,270 | -5.69 | 4,955 | 2.08 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 23,804 | -9.02 | 1,165 | -1.52 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 12,121 | -37.64 | 593 | -32.46 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 133,146 | -3.67 | 6,515 | 4.24 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 38,996 | -6.76 | 1,908 | 0.95 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 570,283 | -1.04 | 29,352 | 12.66 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 6,995 | -0.03 | 342 | 8.23 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 9,811 | -0.91 | 480 | 7.38 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 11,297 | -16.57 | 553 | -9.80 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 16,875 | -0.51 | 826 | 7.70 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 16,369 | -53.32 | 801 | -49.53 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 4,952 | -1.88 | 242 | 6.14 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 383,937 | -0.43 | 18,786 | 7.76 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 22,863 | -5.04 | 1,119 | 2.76 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 65,982 | -20.40 | 3,228 | -13.85 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 16,415 | -7.79 | 803 | -0.12 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4,696 | -0.99 | 230 | 7.01 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 28,056 | -34.91 | 1,373 | -29.57 | ||||
| 2026-04-23 | 13F | Bell Bank | 6,940 | -0.77 | 340 | 7.28 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 31,701 | -13.03 | 1,551 | -6.40 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 222,204 | -4.42 | 10,872 | 3.44 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7,296 | -17.34 | 357 | -10.78 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 121,167 | -0.83 | 5,929 | 7.33 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 26,011 | -0.30 | 1,273 | 7.89 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 53,190 | -2.50 | 2,603 | 5.52 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8,564 | -7.49 | 423 | 0.96 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 12,136 | -22.33 | 594 | 14.48 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1,071,013 | -14.62 | 52,405 | -7.59 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10,445 | -1.86 | 511 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4,994 | -0.18 | 244 | 7.96 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 281,416 | -13.66 | 13,770 | -6.56 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 22,142 | -22.75 | 1,001 | -18.68 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4,952 | -0.32 | 262 | 16.96 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 19,425 | -12.74 | 950 | -5.57 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 29,621 | -2.42 | 1,449 | 5.61 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 7,756 | -20.54 | 380 | -14.06 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 20,478 | -5.26 | 1,002 | 2.46 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 18,577 | -3.75 | 909 | 4.13 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 11,644 | -9.83 | 570 | -2.40 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 32,935 | -1.51 | 1,612 | 6.62 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 85,648 | -40.58 | 4,431 | -34.38 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 6,478 | -6.79 | 328 | 4.14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 94,479 | -15.27 | 4,623 | -8.31 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 15,607 | -1.69 | 764 | 6.42 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5,304 | -3.16 | 260 | 4.86 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1,051,665 | -1.98 | 51,458 | 6.09 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 139,168 | -2.53 | 6,758 | 3.14 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2,914,968 | -10.11 | 142,629 | -2.71 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 713,937 | -0.08 | 34,933 | 8.14 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 42,979 | -1.59 | 2,103 | 6.48 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 81,160 | -0.99 | 3,971 | 7.18 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31,530 | -2.90 | 1,543 | 5.04 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 15,655 | -46.12 | 766 | -41.66 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 49,830 | -36.66 | 2,438 | -31.46 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 11,530 | -0.16 | 564 | 8.05 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10,558 | -5.78 | 517 | 1.98 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 5,667 | -18.82 | 277 | -12.06 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 182,750 | -7.61 | 8,942 | -0.02 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 980 | -40.82 | 48 | -36.49 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 773,051 | -6.10 | 38 | 0.00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 31,445 | -3.91 | 1,539 | 3.99 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 21,642 | -2.66 | 1,059 | 5.27 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 6,730 | -8.65 | 329 | -1.20 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 5,661 | -0.09 | 277 | 7.81 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 55,001 | -2.08 | 2,691 | 5.99 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 10,401 | -49.61 | 509 | -45.55 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 570 | -6.10 | 28 | 0.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 474,735 | -0.89 | 23,229 | 7.26 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 204,727 | -1.16 | 10,017 | 6.97 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 389,963 | -1.24 | 19,081 | 6.89 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 14,694 | -2.26 | 719 | 5.74 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 57,232 | -4.32 | 2,800 | 3.55 | ||||
| 2026-04-13 | 13F | Trust Co | 1,138,725 | -0.94 | 55,718 | 7.21 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 235,980 | -8.63 | 11,547 | -1.11 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 169,098 | -1.91 | 8,274 | 6.16 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 118,955 | -1.78 | 6 | 0.00 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 76,923 | -3.90 | 3,764 | 4.01 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 36,538 | -5.62 | 1,788 | 2.11 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 14,299 | -2.44 | 1 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 62,891 | -4.78 | 3,077 | 3.05 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 7,476 | -6.01 | 366 | 1.67 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 37,876 | -12.54 | 1,853 | -5.31 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 623,669 | -1.20 | 30,516 | 6.93 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 4,900 | -30.02 | 222 | -26.33 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 166,588 | -0.94 | 8,431 | 7.46 | ||||
| 2026-05-13 | 13F | Invst, LLC | 23,090 | -4.75 | 1,130 | 3.11 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 23,518 | -1.66 | 1,151 | 6.38 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11,954 | -41.85 | 585 | -37.14 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 12,653 | -2.39 | 619 | 5.63 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,917,776 | -1.10 | 289,557 | 7.04 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 769,625 | -9.89 | 37,658 | -2.48 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1,941 | -45.37 | 95 | -41.25 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6,879,535 | -20.47 | 336,616 | -13.93 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 217,309 | -5.54 | 10,633 | 2.23 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 46,622 | -3.13 | 2,281 | 4.87 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 133,089 | -7.84 | 6,512 | -0.25 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11,832 | -5.88 | 579 | 1.76 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 7,470 | -3.44 | 365 | 4.58 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 456,225 | -0.30 | 22,319 | 7.88 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 7,669 | -5.73 | 375 | 2.18 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 1,180,899 | -4.84 | 57,781 | 2.99 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 259 | -22.46 | 13 | -20.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 370,177 | -4.18 | 18,113 | 3.70 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 13,706 | -0.19 | 671 | 8.06 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 159,787 | -3.81 | 7,818 | 4.12 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 181,199 | -3.33 | 8,866 | 4.63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7,037 | -32.36 | 344 | -26.81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 566,899 | -18.45 | 25,630 | 88,275.86 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 38,615 | -3.21 | 1,889 | 4.77 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 5,253 | -2.96 | 257 | 5.33 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2,093 | -80.62 | 102 | -79.10 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 27,418 | -19.00 | 1,342 | -12.35 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 204,584 | -0.43 | 10,010 | 7.76 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Haven Private, LLC | 48,110 | -8.00 | 2,354 | -0.42 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 5,787 | -4.94 | 283 | 2.91 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 23,277 | -4.12 | 1,139 | 3.74 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 191,340 | -0.53 | 9,362 | 7.66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26,523 | -29.25 | 1,199 | -25.53 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 962,137 | -28.09 | 47,088 | -22.17 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 16,347 | -1.81 | 800 | 6.25 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 51,982 | -2.38 | 2,543 | 5.65 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 321 | -48.89 | 16 | -46.43 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 547 | -55.64 | 27 | -52.73 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 108,001 | -2.83 | 5,284 | 0.82 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 143,230 | -8.88 | 7,008 | -1.38 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 580,582 | -4.94 | 28,408 | 2.88 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 36,562 | -40.53 | 1,653 | -25.62 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 491 | -9.58 | 24 | 4.35 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 295,827 | -16.77 | 14,475 | -9.93 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 17,250 | -14.78 | 741 | -15.89 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,319 | -0.51 | 113 | 7.62 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 6,891 | -4.68 | 337 | 3.37 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 72,588 | -2.67 | 3,552 | 5.34 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 148,429 | -0.25 | 7,263 | 7.95 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 6,706 | -10.57 | 328 | -3.24 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 759,867 | -6.01 | 37,180 | 1.72 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 88,225 | -3.04 | 4,317 | 4.94 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 52,624 | -9.38 | 2,611 | -0.57 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 1,029,589 | -1.53 | 50,378 | 6.57 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 143,031,375 | -2.36 | 6,998,525 | 5.68 |
