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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 13,920 | -43.28 | 388 | -41.98 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 20,429 | -0.50 | 569 | 1.79 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 8,157 | -43.17 | 227 | -41.79 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1,144,416 | -14.92 | 31,872 | -12.92 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 159,827 | -1.20 | 4 | 0.00 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 84,310 | -82.24 | 2,348 | -81.82 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 7,436 | -35.09 | 202 | -32.89 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 161,470 | -10.69 | 4,497 | -8.60 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 20,476 | -9.45 | 570 | -7.32 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4,745 | -61.69 | 132 | -60.83 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 107,864 | -34.22 | 3,343 | -25.72 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 137,964 | -2.87 | 3,842 | -0.57 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 33,410 | -12.40 | 930 | -10.32 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 13,953 | -5.35 | 389 | -3.24 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 608,089 | -0.32 | 16,935 | 2.03 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 181,278 | -25.14 | 5,049 | -23.38 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 4,699 | -25.23 | 128 | -25.58 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 750,213 | -13.77 | 20,893 | -11.74 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,714 | -12.94 | 243 | -11.68 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2,145,776 | -8.36 | 59,760 | -6.21 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 45,285 | -0.19 | 1,261 | 2.19 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 6,557 | -3.47 | 183 | -1.09 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 24,873 | -8.13 | 693 | -5.98 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 40,660 | -19.70 | 1,132 | 113,100.00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 615,469 | -27.92 | 17,141 | 0.62 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 48,864 | -2.57 | 1,361 | -0.29 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 35,231 | -1.47 | 981 | 0.93 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 269,852 | -42.53 | 7,515 | -41.18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 277,989 | -8.92 | 7,742 | -6.79 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 27,466 | -2.67 | 747 | 7.95 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1,704,754 | -0.65 | 47,477 | 1.68 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1,002,283 | -0.66 | 27,852 | 1.45 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 35,627 | -10.14 | 992 | -7.98 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 380 | -40.35 | 11 | -41.18 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 53,935 | -0.50 | 1,502 | 1.90 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 55,217 | -0.49 | 1,538 | 1.86 | ||||
| 2026-05-05 | 13F | PFG Advisors | 90,404 | -1.07 | 2,518 | 1.25 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 23,860 | -69.53 | 664 | 33,050.00 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 63,765 | -4.49 | 1,776 | -2.26 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 20,222 | -1.02 | 563 | 1.44 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Keenan, LLC | 10,594 | -8.44 | 295 | -6.05 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13,270 | -0.33 | 370 | 1.93 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 64,926 | -6.68 | 1,808 | -4.49 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 202,869 | -1.18 | 5,650 | 1.15 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 54,749 | -22.15 | 1,525 | -20.33 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 56,384 | -12.18 | 1,570 | -10.08 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 644,177 | -1.72 | 17,940 | 0.59 | ||||
| 2026-01-21 | 13F | Yousif Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2,329,590 | -2.15 | 64,879 | 0.15 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 6,318 | -6.08 | 176 | -4.37 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3,050,385 | -12.67 | 84,953 | -10.62 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 166,818 | -30.42 | 4,669 | -28.42 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 45,919 | -4.74 | 1 | 0.00 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 15,713 | -10.06 | 438 | -8.00 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 418,625 | -0.19 | 11,659 | 2.16 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 20,494 | -2.22 | 571 | 0.00 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 350,606 | -0.16 | 9,764 | 2.19 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 69,096 | -8.35 | 1,924 | -6.19 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 302,089 | -45.73 | 8,452 | -45.58 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 54,180 | -0.28 | 1,595 | 4.11 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 94,596 | -5.23 | 2,635 | -3.02 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 873,054 | -4.78 | 24,315 | -2.54 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 12,902 | -1.31 | 359 | 1.13 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Brown Financial Advisory | 20,147 | -14.80 | 561 | -12.75 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 601,226 | -16.15 | 16,744 | -14.18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 693,270 | -7.99 | 19,308 | -5.83 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 235,974 | -0.13 | 6,572 | 2.21 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 160 | -71.63 | 4 | -73.33 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 14,252 | -10.43 | 397 | -8.33 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 29,454 | -4.54 | 820 | -2.26 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 14,907 | -1.51 | 415 | 0.97 | ||||
| 2026-04-29 | 13F | Invested Advisors | 13,345 | -0.21 | 372 | 2.20 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 36,023 | -5.31 | 1,060 | 2.32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20,649 | -44.20 | 562 | -42.34 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1,051,900 | -19.71 | 29,579 | -18.52 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 13,534 | -6.90 | 377 | -4.81 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 91,067 | -0.65 | 2,478 | 2.78 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 68,535 | -6.52 | 1,909 | -4.31 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 9,122 | -38.13 | 254 | -36.66 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 93,454 | -2.01 | 2,603 | 0.31 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 18,106 | -16.80 | 504 | -14.86 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 987,609 | -0.92 | 27,505 | 1.41 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 7,654 | -8.79 | 213 | -6.58 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 16,609 | -5.67 | 463 | -3.55 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14,167 | -0.30 | 395 | 2.07 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 15,827 | -8.49 | 441 | -6.38 | ||||
| 2026-04-21 | 13F | Maseco Llp | 80,446 | -7.10 | 2,240 | -4.92 | ||||
| 2026-05-01 | 13F | American Trust | 381,429 | -2.97 | 10,623 | -0.69 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2,183,679 | -6.04 | 60,815 | -3.83 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 52,034 | -8.21 | 1,449 | -6.03 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27,400 | -0.33 | 763 | 2.14 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8,164,384 | -3.81 | 227,355 | -1.56 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 24,530 | -14.81 | 683 | -12.77 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 298,416 | -8.39 | 8,311 | -6.06 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 538,839 | -7.74 | 15,007 | -5.57 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8,405 | -65.79 | 234 | -65.23 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 74,474 | -4.64 | 2,074 | -2.35 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 3,387 | -5.18 | 94 | -3.09 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 89,751 | -4.01 | 2,500 | -1.77 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13,767 | -12.61 | 383 | -10.51 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1,144,416 | -14.92 | 31,872 | -12.92 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 45,676 | -2.36 | 1,272 | 0.00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 819,334 | -58.33 | 22,818 | -57.35 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 104,700 | -13.12 | 2,916 | -11.10 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 8,892 | -50.04 | 248 | -48.97 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 13,498 | -12.80 | 376 | -10.93 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 24,965 | -1.75 | 695 | 0.58 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12,698 | -17.81 | 354 | -15.95 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 407,463 | -15.79 | 11,348 | -13.81 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 3,974,516 | -2.91 | 110,690 | -0.63 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9,777 | -24.04 | 297 | -15.14 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 24,516 | -21.54 | 667 | -18.76 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 54,995 | -2.41 | 1,532 | -0.13 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 203,090 | -7.52 | 5,656 | -5.34 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 8,873 | -2.71 | 247 | -0.40 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 64,511 | -2.46 | 1,797 | -0.17 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 124,849 | -0.28 | 3,477 | 2.08 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 33,936 | -7.84 | 945 | -5.59 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 64,940 | -0.06 | 1,809 | 2.26 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 46,743 | -1.02 | 1,302 | 1.25 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 12,956 | -5.31 | 361 | -3.23 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 70,974 | -8.05 | 1,980 | -6.52 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 471,904 | -1.38 | 13,143 | 0.94 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 873,539 | -6.43 | 26,110 | 2.79 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 232,093 | -10.16 | 6,464 | -8.05 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 229,813 | -2.83 | 6,400 | -0.54 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1,125 | -73.46 | 31 | -73.04 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13,993 | -3.59 | 390 | -1.27 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1,043,467 | -0.61 | 29,061 | 1.73 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 167,354 | -1.69 | 4,661 | 0.63 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 9,186 | -4.91 | 256 | -2.67 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109,114 | -6.36 | 3,039 | -4.16 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1,818 | -49.68 | 51 | -48.98 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 170,941 | -0.47 | 4,761 | 1.86 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 10,961 | -0.95 | 305 | 1.33 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 179,561 | -0.30 | 5,001 | 2.04 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 2,704,685 | -13.94 | 75,325 | -11.91 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 175,773 | -4.88 | 4,895 | -2.65 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 210 | -57.14 | 6 | -61.54 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7,950 | -14.16 | 221 | -12.30 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2,031,747 | -0.78 | 56,584 | 1.56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 154,811 | -4.41 | 4,312 | 0.70 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 177,453 | -16.74 | 4,942 | -14.78 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3,996 | -47.31 | 111 | -46.12 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 48,030 | -11.49 | 1,338 | -9.42 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 58,968 | -6.20 | 1,642 | -3.98 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 837,371 | -1.13 | 23,321 | 1.19 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 174,000 | -7.51 | 4,846 | -5.35 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 531,596 | -1.88 | 14,805 | 0.43 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 416,723 | -2.22 | 11,606 | 0.08 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1,439 | -62.43 | 40 | -61.54 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 26,998 | -7.82 | 1 | |||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 55,610 | -8.65 | 1,548 | -6.52 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 80,173 | -0.73 | 2 | 0.00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 17,948 | -18.76 | 500 | -16.97 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 270,853 | -2.68 | 7,543 | -0.38 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 285 | -11.49 | 8 | -12.50 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 36,919 | -0.10 | 1,028 | 2.29 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 53,989 | -2.41 | 1,504 | -0.13 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 36,597 | -2.82 | 1,019 | -0.49 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7,484 | -31.16 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 12,653 | -5.46 | 352 | -3.30 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 184,682 | -4.85 | 5,143 | -2.61 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 32,415 | -1.85 | 903 | 0.45 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 174,986 | -2.57 | 4,873 | -0.29 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 424,251 | -1.91 | 11,815 | 0.40 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 26,818 | -4.47 | 747 | -2.23 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 8,541 | -14.24 | 238 | -12.22 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 254,175 | -0.73 | 7,079 | 1.61 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 67,597 | -2.16 | 1,883 | 0.16 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 6,438 | -24.88 | 179 | -23.18 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 30,430 | -0.72 | 847 | 1.56 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 37,691 | -0.96 | 1,050 | 1.35 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 490 | -20.33 | 14 | -18.75 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 111,209 | -3.24 | 3,097 | -0.96 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 20,286 | -2.10 | 565 | 0.18 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,214,822 | -36.01 | 33,055 | 67,359.18 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 9,854 | -4.76 | 274 | -2.49 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 25,367 | -30.30 | 706 | -28.69 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 22,137 | -5.39 | 651 | 2.36 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 225,480 | -0.79 | 6,280 | 1.55 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 316,903 | -48.27 | 8,826 | -47.05 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 158,058 | -0.08 | 4,402 | 2.25 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 14,216 | -0.21 | 396 | 2.07 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 769,432 | -20.39 | 21,429 | -18.52 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 251,606 | -7.04 | 7,007 | -4.86 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 15,566 | -0.66 | 434 | 1.64 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 739,590 | -1.83 | 20,598 | 0.48 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,300,970 | -36.80 | 36,236 | -35.31 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 672 | -70.05 | 19 | -70.49 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 108,542 | -0.20 | 3,023 | 2.13 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 9,014 | -10.72 | 251 | 2.03 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8,439 | -16.24 | 235 | -14.23 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14,966 | -13.04 | 417 | -11.11 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 31,305 | -14.92 | 872 | -12.99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11,774 | -97.64 | 328 | -97.59 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 12,426 | -2.73 | 346 | -0.29 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8,471 | -0.12 | 236 | 0.43 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 23,225 | -0.43 | 647 | 1.89 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 630 | -17.54 | 18 | -15.00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 352,270 | -5.94 | 9,811 | -3.73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5,537 | -5.61 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 18,604 | -3.88 | 518 | -1.52 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 41,591 | -2.44 | 1,158 | -0.09 |
